| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Project (project) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 115 |
| Technical Name |
deltatech_crm_fsm |
| License | OPL-1 |
| Website | https://www.terrabit.ro |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Project (project) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 115 |
| Technical Name |
deltatech_crm_fsm |
| License | OPL-1 |
| Website | https://www.terrabit.ro |
Deltatech CRM FSM
This module links CRM leads with Project/FSM tasks and allows quick task creation from a lead.
In many sales flows, a field visit is required before quoting (site survey, data collection, measurements). From the lead (opportunity), users can create a related task for the field team and later track all tasks connected to that lead.
Key features
- Add a Lead field on project tasks (project.task.lead_id).
- On the lead form:
- Smart button “Tasks” showing the number of related tasks and opening them; if there is a single task it opens directly in form view.
- Header button “Create FSM Task” to quickly create a task prefilled with lead, partner and a contextual name.
- Search and group by Lead in the task views. The Lead is also visible as a column in task lists.
Compatibility and standards
- Targeted for Odoo 19. Uses modern view conventions (e.g., <list> and JSON modifiers).
- The task counter on the smart button is computed with search_count for stable behavior on Odoo 19.
Dependencies
- CRM (crm)
- Project (project)
Usage
- Open an Opportunity in CRM.
- Click “Create FSM Task” to create a task for the field team; the task will be linked back to the lead.
- Use the “Tasks” smart button to navigate to and manage the related tasks.
Security
- Buttons and task access follow the Project permissions; typically available to users in the Project User group.
Table of contents
Bug Tracker
Bugs are tracked on Terrabit Issues. In case of trouble, please check there if your issue has already been reported.
Do not contact contributors directly about support or help with technical issues.
Credits
Authors
- Terrabit
- Dorin Hongu
Maintainers
Current maintainer:
This module is part of the terrabit-ro/bitshop_ent project on GitHub.
You are welcome to contribute.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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