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Can a partner contact be shared with other partners?

on 12/23/14, 7:08 AM 1,175 views


in the "Contacts" tab of a company one can define as many contacts as he needs for that partner.

Which is the way for making the same contact "belonging" to multiple partners?

I.e. one consultant for partner A is consultant for partner B, and so on.

Could it be simply changed the Company selector to a multiple selector (a many2many like for tags)?


Ludo - Neobis

--Ludo - Neobis--
| 2 2 5
Hoogvliet, Netherlands
--Ludo - Neobis--


Ludo - Neobis
On 12/23/14, 8:44 AM

Don't count on it. Not nesc. because of the field (that may be changed accordingly) but more for the business logic. A lot of processes and links in the background keep track of wheter or not a res.partner record has a parent record. Also code on the sale and purchase module checks this.

If you only want an indication and no business logic, perhaps it would be best to not give the contact a parent at all. Then create a new relational field (one2many) to the res.partner table and you can freely fill in the relation without interfering with standard behaviour.

By the way: Out of curiosity I would like to know why you would need this? I cannot think of a situation where any of my contacts would be working for 2 or more different companies?

Here is one example of using such approach: John Doe, is a fine gentlemen, also, owner of CompanyA, CompanyB, and CEO of Comany C.... got the picture? completley normal thing; Here is another... Miss Smith is a fine lawyer, representing: Comapny A, Comany B, ComapnyC.... Need more examples?

on 12/23/14, 9:29 AM
On 12/23/14, 9:20 AM

Hallo Ludo, thank you for replying.
Here there is a little list of examples of shared contacts:

  • An employee with two part-time contracts with two companies.
  • A manager who is in charge as a CEO for a company and as a Director for another.
  • The partner's lawyer (external consultant), which is consultant for other companies too.
  • An individual who is contact for a company but is even a partner himself.

My customer has hundreds of "shared" contacts like these in his partners.

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Asked: 12/23/14, 7:08 AM
Seen: 1175 times
Last updated: 3/16/15, 8:10 AM