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AkAm

Hi everyone!

I created custom fields for the companies that I added to my pipeline in the CRM app. However, I cannot find these same fields in Odoo Studio in the Contact app. So, the information appears in the CRM but not on the company record in the Contacts app. Is there a way to have the same information displayed on a Leads record in my pipeline and on the company record in the Contacts app?

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Niyas Raphy (Walnut Software Solutions)
Best Answer

Hi,

If you need to pass field values from lead to created record in res.partner model, you have to write an automated action in the db and make it possible.

Automated action:  https://www.odoo.com/documentation/16.0/applications/productivity/studio/automated_actions.html

Thanks

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