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

Post correlati	Risposte	Visualizzazioni
CRM, res_partner and fields Risolto crm contacts	2 giu 25	1358
Multiple contacts on lead/opportunity & aggregate email chatter Risolto crm contacts	1 set 24	3428
Contact from website --> Opportunity Won in CRM → Company Contact in Contacts app crm contacts	1 ago 24	1716
Can a contact be a contact of multiple other contacts without being created x times? Risolto crm contacts	1 ago 24	1955
ODOO CRM Community community crm	3 mar 24	3937

La domanda è stata contrassegnata

Ti stai godendo la conversazione? Non leggere soltanto, partecipa anche tu!