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

Powiązane posty	Odpowiedzi	Widoki
Search the 'log notes' Rozwiązane crm search	1 kwi 24	3432
Different stage pipeline in CRM crm pipeline	1 kwi 20	5422
How can I create 3 pipelines in CRM that are independent from the main pipeline. crm pipeline v14	5 lip 24	16736
Changing CRM Stage Name By code crm stages pipeline	1 cze 22	4025
Team Pipelines as Default Page at CRM - Odoo 13 EP Rozwiązane crm Odoo13 pipeline	2 lut 22	4870

To pytanie dostało ostrzeżenie

Podoba Ci się ta dyskusja? Dołącz do niej!