I have add Leads & Opportunity one2many in the Customer.
I have also add Customer name in the Leads & Opportunity.
Now when i Create the Leads & Opportunity i will give the Customer name on that form so when then i go to that Customer details there i should see the lead & Opportunity for that Customer which i have created.
This much of work is done now i having the problem that if i created the Leads then it will be showing in both Leads & Opportunity fields in Customer i want it to show only in leads , same as for Opportunity.
I am explaining it by an example......If i have created "ABC" lead and select customer(Angel Cook).....Now i go to that customer where i have created one2many of "Leads & opportunity" there....Now i want to show "ABC" leads only in Leads one2many not in Opportunity and same as for Opportunity also.
So, please Help me from this problem.
Hi Jack, I don't get the idea you want to achieve perfectly... but actually the leads & Opportunities are one table, thus all leads and Opportunities saved in one table called [crm_lead] if you want to filter the leads only , there is an attribute called [type] ("lead" or "opportunity") so you can make a decision like if object.type == "lead" then do something ....
I hope this belong to your question, and could help ...
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|Asked: 10/3/13, 3:54 AM|
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|Last updated: 3/16/15, 8:10 AM|