To prohibit the creation of contact from CRM.
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
To prohibit the creation of contact from CRM.
Go to the CRM app
Open an opportunity and go to the from view (debug mode)
go to you inherited views - copy and past that code:
<xpath expr="//field[@name='partner_is_blacklisted']/..//field[@name='partner_id']" position="attributes">
<attribute name="options">{'no_create_edit': True}</attribute>
</xpath>
go to a lead and copy past that code to the inherited view
<xpath expr="//field[@name='partner_id']" position="attributes">
<attribute name="options">{'no_create_edit': True}</attribute>
</xpath>
Finally: pay attention to the access rights you give - if you don't want that one user can create a contact you don't have to just put him away of the contact creation from the extra rights. You also have to go to the access rights details (debug mode - top right). Sort by object and then take him off from creation and delete rights of each contact object.
Stwórz konto dzisiaj, aby cieszyć się ekskluzywnymi funkcjami i wchodzić w interakcje z naszą wspaniałą społecznością!
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