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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 296 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--
16009
| 9 7 9
Greater Los Angeles, United States
--Ray Carnes--

Senior Odoo Analyst

OpenERP 6.1, 7.0; Odoo 8.0, 9.0, 10.0.

Completed Odoo Functional and Technical Training.

Major Skills:

  • User Needs and GAP Analysis;

  • Functional and Technical Design;

  • Prototyping and Proof of Concepts;

  • Requirements Specifications;

  • Agile Implementation;

  • Data Migration;

  • Configuration & Customization (UI and code);

  • Integration - Odoo and non Odoo Applications and Services;

  • Training and Knowledge Transfer;

  • Go Live Support;

  • Helpdesk;

  • Version Upgrades and Migration.

  • Accounting Expert.

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. 

I am a skilled Communicator and I only take the serious things seriously!

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: 296 times
Last updated: 6/22/16, 9:20 AM