Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
Hello everyone,
I hope this message finds you well.
I am trying to configure Odoo to automatically set the creator of a contact as its salesperson (user_id). I believe this can be done through the settings under Settings > Technical > User-Defined Defaults, but I’m not entirely sure how to set it up correctly.
Has anyone done this before or can you provide guidance on how to achieve this? Any tips or steps would be greatly appreciated!
Thank you in advance for your help!
Best regards,
JTX
I believe you might have to use automated action to update salesperson field on creation of a contact with that of the creator.
settings>technical>automated actions
You would use default if you wish to default the salesperson to a single salesperson on every contract.
Create an account today to enjoy exclusive features and engage with our awesome community!
Prijavi| Related Posts | Odgovori | Prikazi | Aktivnost | |
|---|---|---|---|---|
|
1
okt. 25
|
1317 | ||
|
4
okt. 25
|
3710 | ||
|
2
sep. 25
|
2386 | ||
|
4
sep. 25
|
7777 | ||
|
0
avg. 25
|
1266 |
1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.
