CRM | e-Commerce | Accounting | Inventory | PoS | Project management | MRP | etc.
I'm basically setting up something whereby I can prequalify Leads/Partners for service. I'm trying to decide between using the HTML Form Builder or Surverys on Odoo 10 Community. With the HTML forms I'd need to extend/add to the ORM Fields in the database to be able to include all necessary info inorder to pre qualify. What's the best way of doing this? a module extension? With surveys it looks as though I can add but not easily return field data from DB queries nor add these into the sales channels easily once they have been qualified.
Any help, advice is much appreciated.
I have the same need. I think I would use survey module :
1- make the survey and share it with partners
2 - with a wizard it would be easy to copy the data from the survey to the partner fields
Customization would be very light (add fields to res_partner model and develop a wizard...)
Since you posted the question, did you find any solution to achieve your need ?
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|Asked: 11/28/16, 4:00 PM|
|Seen: 426 times|
|Last updated: 1/7/17, 5:25 PM|