How to view custom added fields (that were added in contacts) in CRM module?

Question

I am using selfhosted Odoo community V16.
I added custom fields for contacts using developer tools, which I successfully added to the contacts UI.
Now I am trying to make the same information available in opportunities that I create for the contacts, so that my sales team can use that information for reference.  How to do that? Can anyone help?

Cybrosys Techno Solutions Pvt.Ltd · Accepted Answer

Hi,

You can show custom contact fields in CRM by using related fields.
In the crm.lead model, create a new field.
Use the same field type as the one you added in Contacts.
Set the field as:

related='partner_id.your_custom_field_name'

Then, add this field to the CRM form view using xpath.
This way, your sales team will see contact info directly in Opportunities.

Hope it helps

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