Ir al contenido
Se marcó esta pregunta
1 Responder
2108 Vistas
Avatar
Damian

Hi there,


Is there any way to prevent/stop creating "contact" in CRM -> Customers when Internal User is created? This is absolutely without any logic.

How can I do that?

Avatar
Descartar
Avatar
Wolfgang Hall
Mejor respuesta

Hi Damian, 

Users records require a related contact records to be created. As a result, you will have always an associated contact record (technical: res.partner) for each user record.  They will show up as customers in the CRM app.

If these records get int the way, you could apply a filter on your CRM-customers or contacts views.

For example, a custom filter on contacts (or customers in the CRM app) "User is not set" will hide all users from your contact list view. 

You can save these filters as your default view under favorites


  

Avatar
Descartar
Tim Drinkwater

If I'm thinking correctly this would also hide portal users? Can it be limited to just internal users?

Wolfgang Hall

Yes, portal users would also be hidden.
If you just want to hide your internal users, they are likely all related to your company. So you can just filter out contacts that have your company set. Of course, that would also filter out any contacts that are not users and work for your company.
If you don't mind sharing, what is the real use case (driver for this requirement)?

Tim Drinkwater

I'm actually trying to do the opposite but thought this might give me a clue. For base level manufacturing employees I'm trying to limit their contacts to only internal users.
https://www.odoo.com/forum/help-1/filter-contacts-for-internal-users-v16-231048

Tim Drinkwater

Wolfgang, I would send a direct message but I don't think the Odoo forum has that functionality. I see you work with non profits, I'm curious if that extends into faith organizations?