Searching by a custom field in CRM module

Question

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.

Fadi Ezzeddine · Accepted 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

관련 게시물	답글	화면
Search the 'log notes' 해결 완료 crm search	1 4월 24	2975
Different stage pipeline in CRM crm pipeline	1 4월 20	4706
How can I create 3 pipelines in CRM that are independent from the main pipeline. crm pipeline v14	5 7월 24	15279
Changing CRM Stage Name By code crm stages pipeline	1 6월 22	3356
Team Pipelines as Default Page at CRM - Odoo 13 EP 해결 완료 crm Odoo13 pipeline	2 2월 22	4254

신고된 질문입니다

토론이 재미있으신가요? 직접 참여해보세요!