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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 259 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

--Ray Carnes--
15717
| 9 7 9
Greater Los Angeles, United States
--Ray Carnes--

Senior Odoo Analyst

OpenERP 6.1, 7.0 and Odoo 8.0, 9.0 (Since 2012)

Completed Functional and Technical Training.

Major Skills:

  • Needs Discovery and Requirements Analysis;

  • Function and Technical Specifications;

  • Project Planning;

  • Prototyping and Proof of concepts;

  • Data migration;

  • Configuration & Customization (UI and modules);

  • Integration - data, business logic and service levels;

  • Training and Knowledge transfer;

  • Go Live support;

  • Help desk;

  • Version Migration.

I have over 20 years of experience empowering and enabling users with enterprise information systems that make a real and measurable difference in their ability to proactively manage their businesses and organizations. 

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."/>

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Asked: 5/7/16, 10:29 AM
Seen: 259 times
Last updated: 6/22/16, 9:20 AM