Odoo is the world's easiest all-in-one management software. It includes hundreds of business apps:
CRM | e-Commerce | Accounting | Inventory | PoS | Project management | MRP | etc.
In the customer view exists a history tab, that is invisible by default. Here is what the documentation wrote about it:
"the History tab (visible if you install other modules like crm) contains the history of all the events that the partner has been involved in. These events are created automatically by different system documents: invoices, orders, support requests and so on, from a list that can be configured in the system. These give you a rapid view of the partner's history on a single screen." (//doc.openerp.com/7.0/book/1/1_2_Guided_Tour/1_2_Guided_Tour_connect_openerp/#managing-partners)
Well, I installed crm and no history tab appeared in customer view. So how can a manage to show invoices, orders, calls and so on in the history tab? Where is the "list that can be configured in the system"?
You need to customize the code for this, If you want to display Sale Order & Invoice for Customer. You can view the SO & Invoice for customer by :
- Open record of customer, In More select 'Invoice'. To view Sale order 'Quotations and Sales' Button is available.
To customize the history tab you have to do following :
Inherit 'account.invoice' & 'sale.order' and Add many2one in both object like:
'custom_id': fields.many2one('res.partner', 'Partner'),
Inherit 'res.partner' and Add one2many in both object like:
'invoice_ids': fields.one2many('account.invoice', 'custom_id', 'Invoices'), 'order_ids': fields.one2many('sale.order', 'custom_id', 'Invoices'),
Create a xml file and inherit the res.partner view. You can view crm_claim_view.xml for more reference.
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|Asked: 8/7/13, 5:45 AM|
|Seen: 4871 times|
|Last updated: 3/16/15, 8:10 AM|