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.
When an email comes in to the system is creates a lead. Sometimes the email is actually relating to an existing opportunity - in this case I select the lead and merge it with an existing opportunity.
However, sometimes it seems that the opportunity name is updated to that of the previous lead, and sometimes the other way around. What decides which name is kept for the merged objects? Is there a way to define on a case-by-case basis which name should be kept?
Thanks for any help! Lawrence
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
|Asked: 5/11/13, 6:51 PM|
|Seen: 1055 times|
|Last updated: 3/16/15, 8:10 AM|