| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 952 |
| Technical Name |
sh_crm_custom_fields |
| License | OPL-1 |
| Website | https://www.softhealer.com |
| Versions | 17.0 15.0 11.0 16.0 12.0 13.0 14.0 |
CRM Custom Fields
This module useful to create dynamic fields in CRM (Customer Relationship Management) without any technical knowledge. Specify basic things and fields added in the form view.
- Add custom field & tab in CRM Form View.
- Easy to specify the position of fields.
- Multiple fields type available.
- The Widget also given for many2one and many2many fields.
- Selection widget for many to one field.
- Radio widget for selection field.
- Phone, url, email widget for char fields.
- Many to many : Binary widget added (Binary widget useful to give more than 1 one attachements).
- Float Time: Float time widget added to track time (hours:minutes).
- Text: Html widget added which will be useful to get html interface on text field.
- Priority: This feature added to add priority view.
- Domain: This feature added for many2one and many2many fields. this will help you to filter records of selected model. lets say you have selected contacts model and you want to filter only customers. so you can easily do using this feature.
- Checkboxes: This feature added to select multiple values from model. in this you wil see all options with tickbox. you can tick multiple items.
- Image widget for binary field.
- Other features like help text (hint text), required field, copied field.
- Easy to edit or delete any fields.
- Easy to give access to fields to specific groups.
Set User rights to allow add custom field inside CRM.
Click on the "Add Custom Field" & 'Add Custom Tab' button to add a new field & tab in the CRM form.
You can set tab name, label, groups & tab list position and click 'Create Tab'.
'Other Info' Tab is created.
For adding the field in the custom tab click 'Add custom field' and add field name, label, type, tab list, tracking for track field value, and click 'Create fields'.
The custom field 'Description' is created.
Image widget added.
Image field added in form view.
For adding the field in the custom tab click 'Add custom field' and add field name, label, type, tab list, tracking for track field value, and click 'Create fields'.
The custom field 'Is New Lead' is created.
Date field set to copied "True".
Date field added in form view.
Datetime field set to copied "True".
Datetime field added.
Float: Float time field added to track time (hours: minutes).
Float time field added.
Html type added which will be useful to get an HTML interface.
Html feature added.
Integer type added.
Integer value added.
Many to many fields with model and widget and access rights set to the given group.
Many to many: This feature added for many to many fields. this will help you to filter records of the selected model. let's say you have selected contacts model and you want to filter only customers. so you can easily do using this feature.
Checkboxes: This feature added to select multiple values from the model. in this, you will see all options with a tickbox. you can tick multiple items.
Many to many of Checkbox's outputs looks like below.
Many to many: Binary widget added.
Binary widget added (Binary widget useful to give more than 1 one attachments).
Many to one: Selection widget added.
Selection widget added.
Set type as selection and enter options as per requirement, widget set to the radio.
The selection field with "radio" widget added to form.
Priority: This feature added to add a priority view.
The selection field with "priority" widget added to form.
Color field added.
Color field added for a selection of different colors.
Signature field with access rights.
Signature field added.
'Lead Custom Field' & 'Lead Custom Tab' menu in the configuration. where you can see the list of the custom tab & custom fields.
Version 14.0.1 | Released on : 23 October 2020
- Initial Release.
- Yes, this app works perfectly with Odoo Enterprise as well as Community.
- Yes, This app is compatible with Odoo's Multi-Language Feature.
- Please Contact Us at sales@softhealer.comto request customization.
- Yes, we provide free upgrades as well as free support for 90 days.
Multi-Languages
We have added predefined some languages(English, German / Deutsch, Arabic, Spanish / Español, French / Français, Chinese) in module, If you want to add other language you can contact us on support@softhealer.com. We use google translator tools for multi-languages so possible translations can be not accurate. we accept suggest to make more accurate translations also on support@softhealer.com.
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