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Nuevo menú en "CRM"

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Eliot Juárez

He querido crear un nuevo menú llamado "Opciones avanzada" a un lado de "Configuración" dentro de "CRM".

Sin embargo tengo que aclarar estos puntos:
No tengo acceso al servidor.
Solo puedo crear módulos para instalar.
He instalado un módulo que permite desactivar la movilidad de las etapas "añadiendo un 'style' y esto mismo es lo que quisiera activar o desactivar yendo al nuevo menú.


Se que tengo que crear un módulo para que esto suceda, sin embargo, al ser nuevo y no conocer los nuevos cambios en esta nueva versión, odoo17, no puedo guiarme con lo que yo se.
Si alguien tiene forma de poder guiarme con estos pasos se lo agradezco.

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Ruchita
Best Answer

To add a new menu under the CRM module, you need to define the menu in XML using a custom module or through Odoo Studio. Here's how to do it with XML in a custom module: 

<odoo>

    <menuitem id="menu_crm_custom_root"

              name="Custom CRM Menu"

              parent="crm.crm_menu_root"

              sequence="100"/>


    <menuitem id="menu_crm_custom_submenu"

              name="My Submenu"

              parent="menu_crm_custom_root"

              action="action_custom_model"

              sequence="10"/>

</odoo>


If Using Odoo Studio:

  1. Go to CRM > Studio.
  2. Click on "Add Menu" at the top.
  3. Choose the parent menu (CRM) and define your new menu name.
  4. Link it to a model/view or create a new one.

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Cybrosys Techno Solutions Pvt.Ltd
Best Answer

Hi,


Refer to the following .

Video

- https://www.youtube.com/watch?v=mT43V3twcyE

- https://www.youtube.com/watch?v=vDQKIY163DM

Blogs

- https://www.cybrosys.com/blog/how-to-create-a-module-in-odoo-17

-https://www.cybrosys.com/slides/how-to-create-a-basic-module-in-odoo-17

- https://www.cybrosys.com/blog/how-to-define-menus-actions-in-odoo-17


Hope it helps

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Mily Shajan
Best Answer

Hi 

First Create a module for this custom development, add the menu inside the CRM Module, create a model for these advanced options, and build the functionality you need inside that model's records.

Check these Tutorials 

Create Module in Odoo 17

Create Menu in Odoo 17


Regards


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