Skip to Content
This question has been flagged
crmsearchpipeline
1 Reply
1278 Views
Avatar
Muhammad Fadil Khodadin

Hello, 

I am working on Odoo 17.2e saas and I have created a custom field opportunity no which is a sequence and is automatically generated upon creating a new lead.

I want to be able to search by a specific opportunity no in my pipeline and only enter the opportunity no in the search bar without using custom filters each time. How can I achieve this?

Thanks.

Avatar
Discard
Avatar
Fadi Ezzeddine
Best Answer

Hello,

this can easily be done if you have Studio.

Open Studio while in the CRM, then choose Views --> Search

From the left, search for the field "Opportunity No." and drop it into the "Autocompletion Fields" column on the right. As an extra, if you want it to be the default/first thing that Odoo searches for when you search in the CRM, drop it on the top of the list



Avatar
Discard
Muhammad Fadil Khodadin
Author

Thank you. Works as expected

Related Posts Replies Views Activity
Search the 'log notes' Solved
crm search
Avatar
Avatar
1
अप्रैल 24
2879
Different stage pipeline in CRM
crm pipeline
Avatar
Avatar
1
अप्रैल 20
4496
How can I create 3 pipelines in CRM that are independent from the main pipeline.
crm pipeline v14
Avatar
Avatar
Avatar
Avatar
Avatar
5
जुल॰ 24
14897
Changing CRM Stage Name By code
crm stages pipeline
Avatar
Avatar
1
जून 22
3163
Team Pipelines as Default Page at CRM - Odoo 13 EP Solved
crm Odoo13 pipeline
Avatar
Avatar
Avatar
2
फ़र॰ 22
4096