Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
How can I set the Opportunity subject automatically to the Customer name when I create an Opportunity from a customer?
My customers are also my opportunities, so I want to automatically assign the Opportunity subject to the customer name when creating an opportunity from a customer.
Hi Chris and John,
I have wrote a simple module which allows you to achieve this functionality.
You can download it from here: https://github.com/pnajman/odoo-addons
Cheers,
Petar
1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.
This is a good question and I would like to know as well.
Hello Petar,
Thanks for your answer and solution.
I eventually set up a local windows environment (as with AWS I could not install the module – my problem ), and tried your module on a local windows environment.
It installed OK but did not seem to work. Do I have to change anything else?
Thanks for your help.
Chris Keen.
Van: Petar [mailto:petar-najman-netbox-rs@mail.odoo.com]
Verzonden: donderdag 6 november 2014 02:23
Aan: Chris Keen
Onderwerp: Re: Set Opportunity subject automatically to the Customer name when creating an Opportunity from a customer
A new answer for Set Opportunity subject automatically to the Customer name when creating an Opportunity from a customer has been posted. Click here to access the post.
--
Petar
Sent by OpenERP S.A. using Odoo about Forum Post Set Opportunity subject automatically to the Customer name when creating an Opportunity from a customer