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1

How to add custom fields on CRM opportunities, leads or customers?

By
arjun
on 2/10/13, 7:58 AM 8,098 views

How can I add more fields the CRM as well as add these to the invoices

Probably you should begin by reading this chapter : http://doc.openerp.com/v6.1/developer/03modules2.html

Martin
on 2/10/13, 8:00 AM

Ok I started reading that chapter, but in other words there is no simple answer to this then. I will have to do this in code?

arjun
on 2/10/13, 4:37 PM
2

Fabien Pinckaers (fp)

--Fabien Pinckaers (fp)--
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--Fabien Pinckaers (fp)--

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Fabien Pinckaers (fp)
On 2/11/13, 10:12 AM

In order to use the view editor:

1/ You must first grant the 'developer' access rights to your user:

  • Switch to the developer mode (from the "About OpenERP" dialog page in your user menu, click on "Activate the developer mode")
  • Add your user 'admin' in the "Technical Features" group through the "Access Rights" tab of the user form

2/ Then you can use the view editor to add fields in any screen:

  • When you are in the opportunity form view, in the "Debug view" selector on the top, select "Manage Views"
  • Click 'Edit'
  • You can add fields in your view by clicking on the "+" icon

Do that at your own risk:

  • Do a backup of your database before as you may break your view if not done properly
  • Be sure you know what's inheritancies of views before doing it otherwise your database may not upgrade correctly to the next version of OpenERP

and you can lose your new fields from the views if you update the module that defined the views you modified... Best advice is to go the "custom module" way for any serious implementation...

Mario Arias Badila
on 2/13/13, 12:57 AM
3

You have two ways, 7.0 (but this is the same thing for the older version).

  1. Create a custom addon for your needs, you will inherit from the current objects from the CRM module and add your fields.

  2. You can use the interface in the 'Settings' menu and add a lot of fields for your objects. If you have enabled the "Technical Feature" option in the configuration of your user, after that, you can go this menu "Settings > Database Structure > Models"

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Asked: 2/10/13, 7:58 AM
Seen: 8098 times
Last updated: 9/16/16, 11:16 AM