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.

1

Set Opportunity subject automatically to the Customer name when creating an Opportunity from a customer

By
Chris Keen
on 11/5/14, 4:38 PM 790 views

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.

This is a good question and I would like to know as well.

John Baldwin
on 11/5/14, 4:54 PM

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

on 11/17/14, 3:04 AM
0
Petar
On 11/5/14, 8:23 PM

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

 

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

3 follower(s)

Stats

Asked: 11/5/14, 4:38 PM
Seen: 790 times
Last updated: 3/16/15, 8:10 AM