Hi there,
Is there any way to prevent/stop creating "contact" in CRM -> Customers when Internal User is created? This is absolutely without any logic.
How can I do that?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- ลูกค้าสัมพันธ์
- e-Commerce
- ระบบบัญชี
- สินค้าคงคลัง
- PoS
- โปรเจกต์
- MRP
คำถามนี้ถูกตั้งค่าสถานะ
1
ตอบกลับ
2139
มุมมอง
Hi Damian,
Users records require a related contact records to be created. As a result, you will have always an associated contact record (technical: res.partner) for each user record. They will show up as customers in the CRM app.
If these records get int the way, you could apply a filter on your CRM-customers or contacts views.
For example, a custom filter on contacts (or customers in the CRM app) "User is not set" will hide all users from your contact list view.
You can save these filters as your default view under favorites
If I'm thinking correctly this would also hide portal users? Can it be limited to just internal users?
Yes, portal users would also be hidden.
If you just want to hide your internal users, they are likely all related to your company. So you can just filter out contacts that have your company set. Of course, that would also filter out any contacts that are not users and work for your company.
If you don't mind sharing, what is the real use case (driver for this requirement)?
I'm actually trying to do the opposite but thought this might give me a clue. For base level manufacturing employees I'm trying to limit their contacts to only internal users.
https://www.odoo.com/forum/help-1/filter-contacts-for-internal-users-v16-231048
Wolfgang, I would send a direct message but I don't think the Odoo forum has that functionality. I see you work with non profits, I'm curious if that extends into faith organizations?
สนุกกับการพูดคุยนี้ใช่ไหม? เข้าร่วมเลย!
สร้างบัญชีวันนี้เพื่อเพลิดเพลินไปกับฟีเจอร์พิเศษและมีส่วนร่วมกับคอมมูนิตี้ที่ยอดเยี่ยมของเรา!
ลงชื่อ