Odoo Help

0

Can I see both Opportunities where I am the Salesperson on the Customer record and Opportunities where I am the Salesperson on the Opportunity record?

By
Ray Carnes
on 5/7/16, 10:29 AM 602 views

In Odoo, a Salesperson can be assigned to a Customer record and can be assigned to an Opportunity record.

In our company, Salespeople enter Opportunities for each other.  When others enter Opportunities, THEY are the Salesperson on the Opportunity. 

Is it possible to see both types of Opportunities easily?  For each Salesperson, they can then look at (1) Opportunities where THEY are the Salesperson on the Opportunity (they entered it) and (2) Opportunities where they are NOT the Salesperson on the Opportunity, but ARE the Salesperson on the Customer related to that Opportunity?

This would give us a way to make sure Opportunities we enter for others are seen by them AND us so we can both make sure they get attention.

1
Ray Carnes
On 5/7/16, 2:40 PM

Yes.

In this example, the Salesperson for "Company" is John, but he also sees Opportunities for "Company" that were entered by Jane:

 

The filter would be defined like this:

<filter string="Entered by Me OR Assigned to Me" name="entered_or_assigned"          
domain="['|',('user_id','=',uid),('partner_id.user_id','=',uid)]"
help="Opportunities entered for me, or by me."/>

About This Community

This platform is for beginners and experts willing to share their Odoo knowledge. It's not a forum to discuss ideas, but a knowledge base of questions and their answers.

Register

Odoo Training Center

Access to our E-learning platform and experience all Odoo Apps through learning videos, exercises and Quizz.

Test it now

Question tools

1 follower(s)

Stats

Asked: 5/7/16, 10:29 AM
Seen: 602 times
Last updated: 6/22/16, 9:20 AM