How to add multiple salesperson each belongs to the different company to the single customer in odoo12 community

Question

Hi,
I need to add multiple salesperson belongs to the different company to the single customer in odoo12. consider salesperson 1 belongs to company 1 salesperson 2 belongs to company 2. and I need to assign both salesperson to the customer 1. and when each salesperson login through their account they can access the customer.
Could anyone help me to achieve this.
Thank you in advance!

Niyas Raphy (Walnut Software Solutions) · Accepted Answer

Hi,
For this you have to add a new * many2many * field in the res.partner model, you can inherit and do it by a custom module. Then regarding the sales persons viewing the customer, you have write or adjust the security/ record rules accordingly.
1.  How To Inherit And Add Field to Existing Views In Odoo12 [1]
2.  Record Rules in Odoo [2]
Thanks

[1] https://www.youtube.com/watch?v=z1Tx7EGkPy0
[2] https://www.youtube.com/watch?v=p8gj1dEfYUM

Related Posts	Odpovědi	Zobrazení
how to allow only manager to edit the form which is in approved state. odoo12 Vyřešeno community odoo12	1 zář 21	3897
Multi Websites for Multi Companies Odoo 12 Community community ecommerce multicompany multiwebsite odoo12	0 zář 19	3156
Allow users to see others users only if they have his current company in allowed field Vyřešeno multicompany odoo12	2 čvc 19	3505
Error in odoo12 community Vyřešeno community odoo12	1 bře 19	8511
Odoo 13 - multi-company error community multicompany Odoo13.0	2 bře 24	7731

This question has been flagged

Enjoying the discussion? Don't just read, join in!