Skip to Content
Odoo Menu
  • Sign in
  • Try it free
  • Apps
    Finance
    • Accounting
    • Invoicing
    • Expenses
    • Spreadsheet (BI)
    • Documents
    • Sign
    Sales
    • CRM
    • Sales
    • POS Shop
    • POS Restaurant
    • Subscriptions
    • Rental
    Websites
    • Website Builder
    • eCommerce
    • Blog
    • Forum
    • Live Chat
    • eLearning
    Supply Chain
    • Inventory
    • Manufacturing
    • PLM
    • Purchase
    • Maintenance
    • Quality
    Human Resources
    • Employees
    • Recruitment
    • Time Off
    • Appraisals
    • Referrals
    • Fleet
    Marketing
    • Social Marketing
    • Email Marketing
    • SMS Marketing
    • Events
    • Marketing Automation
    • Surveys
    Services
    • Project
    • Timesheets
    • Field Service
    • Helpdesk
    • Planning
    • Appointments
    Productivity
    • Discuss
    • Approvals
    • IoT
    • VoIP
    • Knowledge
    • WhatsApp
    Third party apps Odoo Studio Odoo Cloud Platform
  • Industries
    Retail
    • Book Store
    • Clothing Store
    • Furniture Store
    • Grocery Store
    • Hardware Store
    • Toy Store
    Food & Hospitality
    • Bar and Pub
    • Restaurant
    • Fast Food
    • Guest House
    • Beverage Distributor
    • Hotel
    Real Estate
    • Real Estate Agency
    • Architecture Firm
    • Construction
    • Estate Management
    • Gardening
    • Property Owner Association
    Consulting
    • Accounting Firm
    • Odoo Partner
    • Marketing Agency
    • Law firm
    • Talent Acquisition
    • Audit & Certification
    Manufacturing
    • Textile
    • Metal
    • Furnitures
    • Food
    • Brewery
    • Corporate Gifts
    Health & Fitness
    • Sports Club
    • Eyewear Store
    • Fitness Center
    • Wellness Practitioners
    • Pharmacy
    • Hair Salon
    Trades
    • Handyman
    • IT Hardware & Support
    • Solar Energy Systems
    • Shoe Maker
    • Cleaning Services
    • HVAC Services
    Others
    • Nonprofit Organization
    • Environmental Agency
    • Billboard Rental
    • Photography
    • Bike Leasing
    • Software Reseller
    Browse all Industries
  • Community
    Learn
    • Tutorials
    • Documentation
    • Certifications
    • Training
    • Blog
    • Podcast
    Empower Education
    • Education Program
    • Scale Up! Business Game
    • Visit Odoo
    Get the Software
    • Download
    • Compare Editions
    • Releases
    Collaborate
    • Github
    • Forum
    • Events
    • Translations
    • Become a Partner
    • Services for Partners
    • Register your Accounting Firm
    Get Services
    • Find a Partner
    • Find an Accountant
    • Meet an advisor
    • Implementation Services
    • Customer References
    • Support
    • Upgrades
    Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +1 (650) 691-3277
    Get a demo
  • Pricing
  • Help

Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:

  • CRM
  • e-Commerce
  • Accounting
  • Inventory
  • PoS
  • Project
  • MRP
All apps
You need to be registered to interact with the community.
All Posts People Badges
Tags (View all)
odoo accounting v14 pos v15
About this forum
You need to be registered to interact with the community.
All Posts People Badges
Tags (View all)
odoo accounting v14 pos v15
About this forum
Help

Form only showing Send an email

Subscribe

Get notified when there's activity on this post

This question has been flagged
crmdatabaseusers
3 Replies
504 Views
Avatar
jo0jo0785@hotmail.com

Hello. I have a website and a form for users to enter their info. I want to store the form information in the database using "add a customer" or something similar, but i only have the "send an email" option, why are the other options not showing for me?

0
Avatar
Discard
Christoph Farnleitner

What Version (18.4, 19.0, ...) and Edition (Community, Enterprise) of Odoo are you running?

jo0jo0785@hotmail.com
Author

i'm using version 19 and community edition

Avatar
Cybrosys Techno Solutions Pvt.Ltd
Best Answer

Hi,

Please refer to the link:

1. https://www.cybrosys.com/blog/how-to-create-backend-records-from-website-forms-in-odoo-18

Example of creating a res.partner record from a website form via XML + controller in a custom module

2.  https://www.cybrosys.com/blog/how-to-create-a-custom-web-form-view-in-odoo-17

Step-by-step for a custom model + form + controller method


Hope it helps

0
Avatar
Discard
Avatar
jo0jo0785@hotmail.com
Author Best Answer

thank you!!! do you know how to make "create a lead" option show in the form action?

0
Avatar
Discard
Christoph Farnleitner

There is no such option in core Odoo, thus requires custom development. But why not go with Opportunity at this point? Someone actively contacted you for your goods - that's more than a lead in my opinion.

jo0jo0785@hotmail.com
Author

There is no such option in core Odoo, thus requires custom development. But why not go with Opportunity at this point? Someone actively contacted you for your goods - that's more than a lead in my opinion.

i do not mind, but i don't have this option in actions even though CRM is installed

Christoph Farnleitner

Go to Apps, remove the Apps filter and search for website_crm. If not installed, install it, if installed, upgrade it.

Avatar
Christoph Farnleitner
Best Answer

The Create a Customer option for website forms is introduced with the eCommerce App.


Alternatively, you can install the CRM App. This would allow you to Create an Opportunity from the website form (which then could be converted into a 'Customer' (Contact) upon creating a Sale Order for that Opportunity).


Side note: The way Odoo works would also allow you to install eCommerce and directly uninstall it again. This way, the Create a Customer option is registered in the website form and can be used but your database is not running too many unnecessary Apps either.
Do not attempt to do this in your production database without testing it in a Test/Staging database beforehand though!

0
Avatar
Discard
Enjoying the discussion? Don't just read, join in!

Create an account today to enjoy exclusive features and engage with our awesome community!

Sign up
Related Posts Replies Views Activity
How to have data continuity between the CRM app and the contact app?
crm database contacts
Avatar
Avatar
1
Jul 25
1864
Odoo claiming I have more users than I actually have
database users Error
Avatar
Avatar
1
Mar 23
4833
I cannot create a database.
crm error database
Avatar
Avatar
Avatar
2
Jul 22
2020
Create automatically activity for team leader of sales team
crm users AutomatedActions
Avatar
Avatar
1
Feb 22
3861
Sales commission
sales crm users employers
Avatar
Avatar
1
Jan 20
9943
Community
  • Tutorials
  • Documentation
  • Forum
Open Source
  • Download
  • Github
  • Runbot
  • Translations
Services
  • Odoo.sh Hosting
  • Support
  • Upgrade
  • Custom Developments
  • Education
  • Find an Accountant
  • Find a Partner
  • Become a Partner
About us
  • Our company
  • Brand Assets
  • Contact us
  • Jobs
  • Events
  • Podcast
  • Blog
  • Customers
  • Legal • Privacy
  • Security
الْعَرَبيّة Català 简体中文 繁體中文 (台灣) Čeština Dansk Nederlands English Suomi Français Deutsch हिंदी Bahasa Indonesia Italiano 日本語 한국어 (KR) Lietuvių kalba Język polski Português (BR) română русский язык Slovenský jazyk slovenščina Español (América Latina) Español ภาษาไทย Türkçe українська Tiếng Việt

Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc.

Odoo's unique value proposition is to be at the same time very easy to use and fully integrated.

Website made with

Odoo Experience on YouTube

1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.

Live support on Youtube
Watch now