How to have data continuity between the CRM app and the contact app?

Question

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?

Niyas Raphy (Walnut Software Solutions) · 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 [1]
Thanks

[1] https://www.odoo.com/documentation/16.0/applications/productivity/studio/automated_actions.html

Related Posts	Відповіді	Переглядів
CRM, res_partner and fields Вирішено crm contacts	2 черв. 25	2320
Multiple contacts on lead/opportunity & aggregate email chatter Вирішено crm contacts	1 вер. 24	3958
Contact from website --> Opportunity Won in CRM → Company Contact in Contacts app crm contacts	1 серп. 24	2104
Can a contact be a contact of multiple other contacts without being created x times? Вирішено crm contacts	1 серп. 24	2474
Odoo CRM Contact XLX uploading doesnt work crm contacts	0 серп. 24	252

Це запитання позначене

Enjoying the discussion? Don't just read, join in!