Skip to Content
Menu
Musisz się zarejestrować, aby móc wchodzić w interakcje z tą społecznością.
To pytanie dostało ostrzeżenie
1 Odpowiedz
3240 Widoki

Hello,

Currently, we use Odoo to discuss between team, but we want to centralize all our contacts into it.


We run into an issue, everybody see all contacts but we want that commercial force see commercial contacts, dev team see dev contacts and so on.


Where or how can we do such thing.

Thanks in advance for any advice.

Awatar
Odrzuć
Najlepsza odpowiedź

Hello Arthur Martin,

For this requirement, you have to create new selection field in contact where value will be Commercial contacts, Dev Team etc.

And need to create Groups(res.groups) like Commercial contacts, Dev Team etc.

Also need to create record rule for those groups and add domain with new selection field.

Thanks.


Awatar
Odrzuć
Powiązane posty Odpowiedzi Widoki Czynność
1
maj 25
1565
1
mar 25
1692
MERGING CONTACTS Rozwiązane
1
lut 25
4164
2
lut 25
3254
2
lut 25
2403