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.
I would like to know to add a "Create Task" button on the lead/opportunities form.
I need to be able to create task easily from the form view in the same way I can log a phone call.
How do I do that ?
You will need a custom module for that. You can then intherit the form and create a button which calls a method. This methd creates a task. You can just use the create method for that, like so:
self.pool.get('project.task').create(cr, uid, your_values)
If you need a link back, you might want to consided extending crm.lead with a one2many field that contains all the tasks created for this lead.
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|Asked: 7/31/14, 10:36 AM|
|Seen: 1842 times|
|Last updated: 3/16/15, 8:10 AM|