multi-company contact management

Question

Hello,

I need to search for odoo in multi-company mode. I want the contacts created to be visible only to the company of the user who created them.

The user has a default company, the default company must be set in the company field (compagny.id) in the contact file.

I currently do this manually, how can I do it automatically?

Chris TRINGHAM · Answer

You can use an  Automated Action [1] :
Python Code:
record['company_id'] = env.company You might want to only apply this to customers by using  Domain [2] :
The effect of adding domain should be that if you create a customer from the “Customers” menu in the sales app then the company will be set. If you create contacts elsewhere it will not be set.

Use automated action to set company on contacts [3]

[1] https://odootricks.tips/about/automated-actions/
[2] https://odootricks.tips/about/buildin

Manish Bohra · Answer

Hello Clement,
This kind of similar question has already been asked in the odoo forum.
Kindly review this one for ref. :  https://www.odoo.com/forum/help-1/how-to-get-current-company-id-odoo-15-202859 [1]
Thanks

[1] https://www.odoo.com/forum/help-1/how-to-get-current-company-id-odoo-15-202859

Related Posts	Replies	Views
Missing stock information in quotation / sales order community v17	4 Oct 24	1434
The following modules are needed by other modules but have not been defined, they may not be present in the correct asset bundle: web.core board.board community v17	0 Apr 24	1693
Deploy confugration community v17	3 Apr 24	2255
Assign groups Solved community v17	1 Jan 25	2421
Free Barcode Scanner and Printer community v17	0 Mar 24	1884

This question has been flagged

Enjoying the discussion? Don't just read, join in!