How can I view Customers by State (this field exists), or by County (this field doesn't yet exist)?
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Views
Open all customers : Messaging / Organizer / contacts
At top right, you can group by country
UPDATE
You can add a new group by in search view with an inherited view !
Settings -> Technical User -> Views -> Create
Name: what you want
View type: search
Object: res.partner
Inherited view: res.partner.select
View inheritance mode: Extension view
Architecture:
<group string="Group By" position="inside">
<filter string="State" context="{'group_by':'state_id'}"/>
</group>
After, you can click in tree view : first group by country, secondly state, to have a tree
country 1
State 1
Customers...
state 2
Customers...
Country 2
undefined (no state)
Customers...
Let us know if it works for you !
catherine if you have a field in database for state defenitly you can apply the same code in your view
[I am trying to respond to the initial suggestion below, to explain why it does not work.] When I open the Sales module my only options on the left side are Customers, Leads, Opportunities, Quotations and Sales Orders.
There is a "Messaging" module at the top--but when I click on it, I am not longer in Sales and cannot see any customers. My only options in Messaging are Inbox, Organizer and My Groups. Under Organizer, there is only Calendar. There is nothing for contacts like you describe.
***I understand that I can group by country. But I want to group by State.*** How can I create that option?
Which version are you using ? v7 ? V8 ? V8.Sass-6 ?
I am using v8.0
Thank you this worked! In Technical User I had to go into User Interface. After that the instructions went exactly as described. Now when I go into Customers I can group by State, or search by State. (In my case, the "States" were new ones I defined--counties in Ireland) Thank you!