| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) |
| Lines of code | 381 |
| Technical Name |
customer_relation |
| License | LGPL-3 |
| Website | https://www.cybrosys.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) |
| Lines of code | 381 |
| Technical Name |
customer_relation |
| License | LGPL-3 |
| Website | https://www.cybrosys.com |
Key Highlights
Customizable Relationship Types
Easily customize and categorized relationship types.
Symmetrical Reciprocal Creation
Automatically creates the necessary reverse link to ensure data symmetry.
Data Integrity Maintenance
Ensure that reciprocal links are always updated or removed whenever the primary relationship is changed or deleted.
Categorized Relationship Grouping
Enables grouping contacts in the list view by relationship category (e.g., Family) instead of specific roles (e.g., Mother, Daughter).
Advanced Contact Filtering & Search
Allows users to easily search and filter the main Contacts list based on whether they have any relationship or by a specific role/category they are related by.
Access Relation Type Categories
Configure Relation Categories.
Access Relation Types
Configure Relation Types
Relationships are managed directly on the Contact form.
Click the Add button to create a relationship using the pop-up window
The created relationship is displayed as a Kanban card.
The system automatically manages the corresponding reciprocal record.
Use the Has Relationship filter to quickly find all partners who have at least one defined relationship.
Use grouping to organize partners by the type of relationship they are involved in.
Our Features
Customizable Relationship Types
Symmetrical Reciprocal Creation
Data Integrity Maintenance
Categorized Relationship Grouping
Advanced Contact Filtering & Search
Frequently Asked Questions
What is the primary purpose of this module?
It allows you to define and track relationships between contacts (partners) in Odoo, such as Father/Son or Colleague, ensuring the links are symmetrical and easy to manage.
Where do I add relationships for a contact?
Open any contact record and navigate to the Relationships tab on the partner form view.
How does this module handle data integrity?
The module uses overrides for automatically manage the reciprocal link. If you update a relationship's type or delete it, the reverse record is also corrected or removed.
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