Our users are looking for a way to search a very busy pipeline for all opportunities matching not on the company name but on the name of contacts within the company.
Is there any good way to achieve this in V13 Enterprise?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- 会計
- 在庫
- PoS
- プロジェクト
- MRP
この質問にフラグが付けられました
1
返信
3645
ビュー
Try something like this Custom View:
(line 6 is the new search domain - adding the child records of the Opportunity partner_id to the search)
<field name="partner_id" position="replace">
<field name="partner_id" operator="child_of" string="Customer"
filter_domain="['|', '|', '|', '|',
('partner_id.child_ids', 'ilike', self),
('partner_id', 'ilike', self),
('partner_name', 'ilike', self),
('email_from', 'ilike', self),
('contact_name', 'ilike', self)]"/>
</field>
With a Company called Acme Smoked Fish with four Contacts:
...if you create an Opportunity for Acme Smoked Fish:
...you will then be able to find it by entering any of the Contact names as well as the Company name.
or 
or 
This works very well - thank you!
| 関連投稿 | 返信 | ビュー | 活動 | |
|---|---|---|---|---|
|
2
6月 25
|
3154 | ||
|
1
9月 24
|
4425 | ||
|
1
8月 24
|
2423 | ||
|
1
8月 24
|
2862 | ||
|
0
8月 24
|
252 |
To clarify, we need to search on any contact associated with the company attached to an opportunity. CRM Search currently returns opportunities if the searched name is on the Opportunity Contact field. There might be several contacts on the company, like a contact for invoicing. Those names are not utilised during search or filter on contact names linked to the opportunity - and we need to do exactly that.