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2 Odgovori
1813 Prikazi
hello, I would like you to help me deactivate the automatic configuration which assigns a company to an opportunity to create in multi company, I have activated multi company and each time a user of a company create his opportunity the others cannot not see it unless she deletes her company but when she forgets the opportunity only remains visible to her company not others


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Best Answer

1- Activate the developer mode
2- Create or open an opportunity and open the developer tools->set Default and save the default company = "company" (just accept default company) and save it for all users.
3 Go to settings->Technical->User-defined Defaults->open "Company (crm.lead)"-> and set Default value 0 and also remove the company and save.

The new opportunities will not have a company defined and so will be visible for all companies users with proper crm access rights.

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Avtor

Please ,
you can capture me

Avtor

i have odoo 15

it works also in odoo 15, simple set a company as default (2) and after remove it from user defined defaults (3)!

Avtor

I can't get out sorry I can have a screenshot for the configuration

Avtor

when I create the opportunity and open the dev tool
I find
"asset"
"expected income"
"customer "
"priority"
"seller "
"kind"
I do not find
"society"

Icône de validation par la communauté

Avtor

i always need

Best Answer

try to turn on debug. after create opportunity, (it will set company x), when edit, and go to set defaults it. after that go to settings/technical/user defined default and make this default '0'

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