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CRM | e-Commerce | Accounting | Inventory | PoS | Project management | MRP | etc.
For my projects I want to know who is in the team of my customer.
I can only add users to projects, but not normal contacts... Any idea how to achieve this?
Thank you for your help!
You can add a custom field to project.project.
'customer_team_ids': fields.many2many('res.partner', 'project_partner_rel', 'project_id', 'partner_id', 'Customer Team')
Either using the webclient or a custom python module.
If you want to avoid programming, you can use the webclient to add the field.
Log in as admin with Technical Settings access. Go to Settings -> Technical -> Database Structure -> Models. Select the project.project and add a new many2many field with Object Relation 'res.partner'.
Next go to Settings -> Technical -> Database Structure -> User Interface. Select the project form view (I think it is 'project.edit_project') and duplicate it. Rename your duplicate, set the Inherited View to the view you've just duplicated and add the field where you want it.
Hope that helps.
I am not that deep in openerp... so there is no out of the box solution?
I need code this?
Will be a tough time to find out where to start, but thanks a lot for your help!!! I'd also appreciate a few more hints for a real newbie.
Addition: Great input, thank you for your help!
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|Asked: 7/24/14, 8:06 AM|
|Seen: 956 times|
|Last updated: 3/16/15, 8:10 AM|