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Kumar Saksham Kirtania

I am using selfhosted Odoo community V16. 

I added custom fields for contacts using developer tools, which I successfully added to the contacts UI. 

Now I am trying to make the same information available in opportunities that I create for the contacts, so that my sales team can use that information for reference.  How to do that? Can anyone help?

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Cybrosys Techno Solutions Pvt.Ltd
Best Answer

Hi,


You can show custom contact fields in CRM by using related fields.

In the crm.lead model, create a new field.

Use the same field type as the one you added in Contacts.

Set the field as:


related='partner_id.your_custom_field_name'


Then, add this field to the CRM form view using xpath.

This way, your sales team will see contact info directly in Opportunities.


Hope it helps

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