How to view custom added fields (that were added in contacts) in CRM module?

Question

I am using selfhosted Odoo community V16.
I added custom fields for contacts using developer tools, which I successfully added to the contacts UI.
Now I am trying to make the same information available in opportunities that I create for the contacts, so that my sales team can use that information for reference.  How to do that? Can anyone help?

Cybrosys Techno Solutions Pvt.Ltd · Accepted Answer

Hi,

You can show custom contact fields in CRM by using related fields.
In the crm.lead model, create a new field.
Use the same field type as the one you added in Contacts.
Set the field as:

related='partner_id.your_custom_field_name'

Then, add this field to the CRM form view using xpath.
This way, your sales team will see contact info directly in Opportunities.

Hope it helps

相關帖文	回覆	瀏覽次數
CRM, res_partner and fields 已解決 crm contacts	2 6月 25	1261
Multiple contacts on lead/opportunity & aggregate email chatter 已解決 crm contacts	1 9月 24	3319
Contact from website --> Opportunity Won in CRM → Company Contact in Contacts app crm contacts	1 8月 24	1627
Can a contact be a contact of multiple other contacts without being created x times? 已解決 crm contacts	1 8月 24	1854
ODOO CRM Community community crm	3 3月 24	3641

此問題已被標幟

喜歡這則討論？不要只閱讀，加入發表意見吧！