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.
Under Reports --> Pipeline, When I click the + sign beside Stage type (New, Won,...) I can not see Customer Name in the menu. I need to group/filter by Customer Name.
It appeared just one time before and now all of the sudden I can not see it in the menu anymore.
How can I enable "Customer Name" filtering/grouping in the pipeline report ?
I think you're looking for the 'Partner' the customer is appear as Partner in the Pipeline report. Also in the filters when you
start writing your customer name you can select partner from the options. To make group by customer[partner] from the group by menu go to add custom group by and select Partner ...
Hope this could help
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: 6/3/16, 5:31 PM|
|Seen: 641 times|
|Last updated: 6/4/16, 8:28 AM|