Přejít na obsah
Menu
You need to be registered to interact with the community.
This question has been flagged
1 Odpovědět
1026 Zobrazení

Hello everyone,

I hope this message finds you well.

I am trying to configure Odoo to automatically set the creator of a contact as its salesperson (user_id). I believe this can be done through the settings under Settings > Technical > User-Defined Defaults, but I’m not entirely sure how to set it up correctly.

Has anyone done this before or can you provide guidance on how to achieve this? Any tips or steps would be greatly appreciated!

Thank you in advance for your help!

Best regards,

JTX

Avatar
Zrušit
Nejlepší odpověď

I believe you might have to use automated action to update salesperson field on creation of a contact with that of the creator.

settings>technical>automated actions

You would use default if you wish to default the salesperson to a single salesperson on every contract.

Avatar
Zrušit
Related Posts Odpovědi Zobrazení Aktivita
0
srp 25
472
4
kvě 25
2899
2
kvě 25
6327
1
bře 25
1946
4
bře 25
4886