Skip to Content
Menu
Musisz się zarejestrować, aby móc wchodzić w interakcje z tą społecznością.
To pytanie dostało ostrzeżenie
1 Odpowiedz
2794 Widoki

We have two sales teams who progress different leads - one is end consumer, and one is business. They each have a separate pipeline as the sales process is different. I'd like to have two slightly different versions of the "opportunity" form in CRM - one for each sales team - because the data that is required to be recorded is different. Is there a no-code way to do this with Odoo Studio? I'm using Enterprise edition hosted on-premise.

Awatar
Odrzuć
Najlepsza odpowiedź

In V16, you can add fields to opportunity form using "+Add a Property" link present on the form view. The added fields are only visible for opportunities of the specific team.

Not entirely sure of the limitations as you might not be able to report or filter on these new fields by default, also if the opportunities are moved between teams, the data on these extra fields is likely not carried over.

Awatar
Odrzuć
Autor

Thank you - we're currently on V14, so I will arrange for us to be upgraded and check this out.

Powiązane posty Odpowiedzi Widoki Czynność
2
lut 23
1990
0
kwi 24
1015
0
sie 24
5753
0
mar 15
4223
2
maj 25
1255