Hi all,
I want to edit the view mode in CRM pipeline. When I open CRM module, the default view for pipeline is kanban. I want it to be list/tree view
I want the default view as list view for CRM pipeline. How can I do this?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Accounting
- Inventory
- PoS
- Project
- MRP
This question has been flagged
1
Reply
1994
Views
Hello frahh,
I would like to inform you that You can change the default view of the CRM pipeline from Kanban to List view using the Windows action. Here's how:
- Go to Settings and Enable Developer Mode.
- Navigate to Settings > Technical > Windows Actions.
- Search for "Pipeline" and open the record with the action name "Pipeline" and external ID "crm.crm_lead_action_pipeline".
- In the Views section, drag the List view to the top.
- Click Save.
After this, the CRM pipeline will open in the List view by default.
For further details, check out this video link of the Runbot version 18.0+e:
https://drive.google.com/file/d/1QPPanz_TZggSO-p2wwLmrBg2kdo5PPKY/view?usp=sharing
Hope this information will help you.
Thank you. Have a nice day!
Thank you!
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Sign up| Related Posts | Replies | Views | Activity | |
|---|---|---|---|---|
|
2
Aug 25
|
5208 | ||
|
2
Oct 25
|
1781 | ||
|
1
Jul 23
|
2942 | ||
|
Hide Sales Menu in CRM
Solved
|
|
1
Jun 23
|
1775 | |
|
0
Apr 21
|
2159 |
