Odoo Help

Welcome!

This community 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.

0

set default customer to lead?

By
Eric
on 9/26/13, 7:12 PM 748 views

I am trying to set a default customer to a newly created lead and was wondering if anyone knows how to do that? Thank you for the help

1

Acespritech

--Acespritech--
839
| 3 2 6
India
--Acespritech--

Having 8+ years of OpenERP Experience. We are Specialized in OpenERP/CRM Solutions, software development, Web development, E commerce solutions & other open source solutions.


Skype : acespritech

Email : info@acespritech.com

Acespritech
On 9/27/13, 6:04 AM

Hi Eric,

(1) First of all activate Developer mode from top of the right side corner on clicking on the Administrator(or user you logged in the system)

image description

(2) After then create the Lead record with the customer you want to make default.

image description

(3) After saving the record on the left side on the top the form view there is one selection box Debug View# click on that & you will see Set Default window. There you can select the default values for Lead object.

image description

Thanks,
www.acespritech.com

Very good. Thank you so much

Eric
on 9/27/13, 1:13 PM

Your Answer

Please try to give a substantial answer. If you wanted to comment on the question or answer, just use the commenting tool. Please remember that you can always revise your answers - no need to answer the same question twice. Also, please don't forget to vote - it really helps to select the best questions and answers!

About This Community

This community is for professionals and enthusiasts of our products and services. Read Guidelines

Question tools

1 follower(s)

Stats

Asked: 9/26/13, 7:12 PM
Seen: 748 times
Last updated: 3/16/15, 8:10 AM