$ 10.68
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
CRM (crm)
• Contacts (contacts) • Sales (sale_management) • Calendar (calendar) • Discuss (mail) • Invoicing (account) |
Lines of code | 33 |
Technical Name |
bi_own_contact_app |
License | OPL-1 |
Website | https://www.browseinfo.com |
Versions | 17.0 13.0 16.0 15.0 14.0 |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
CRM (crm)
• Contacts (contacts) • Sales (sale_management) • Calendar (calendar) • Discuss (mail) • Invoicing (account) |
Lines of code | 33 |
Technical Name |
bi_own_contact_app |
License | OPL-1 |
Website | https://www.browseinfo.com |
Versions | 17.0 13.0 16.0 15.0 14.0 |
Salesperson Own Contacts Odoo Apps
Sales Person Own Customer Odoo Apps
Salesperson Own Contacts-Customer Odoo apps helps to manage sales person's own contacts and customers only, it's only visible and display contact belongs to that particular sales person. When users have 'Sales/Own Documents only' group access then those users can only see their own contacts menu under CRM which only shows contacts belonging to user login as salesperson of contacts plus those contacts which doesn't have any salesperson. When users have 'Sales/All Documents' group access then those users can see all contacts data.
Features
Display Own Contact Menu on Contacts
You can see user can only access his contacts using Own Contact menu.Customers Menu Visible to Sales/All Documents User Only
You can see Customers menu should only visible to Sale/All Documents user on Sale order and CRM.User Configuration for "Own Documents Only" Group
Goto Settings -> Users & Companies -> Users in that select Sales/Own Documents Only user group.
Display Own Contact Menu in Kanban View
You can see contacts menu should invisible/hide and display own contact menu, It should shows only those contact where login user as salesperson of contacts plus those contacts which doesn't have any salesperson.
Display Own Contact Menu in Tree View
Display Own Contact Menu in Form View
You can see form view of own contact in that login user as salesperson of contacts.
Invisible Customers Menu On Sale Order
You can see customers menu should hide/invisible to Sales/Own Documents Only user on sale order.
Invisible Customers Menu On CRM
You can see customers menu should hide/invisible to Sales/Own Documents Only user on CRM.
User Configuration for "All Documents" Group
Goto Settings -> Users & Companies -> Users in that select Sales/All Documents user group.
Display Contacts Menu in Kanban View
You can see contacts menu should only visible to Sales/All Documents user.
Display Own Contact Menu in Kanban View
You can see contacts and own contact menu both visible to Sales/All Documents user, It should shows only those contact where login user as salesperson of contacts plus those contacts which doesn't have any salesperson.
Visible Customers Menu On Sale Order
You can see customers menu should only visible to Sales/All Documents user on sale order.
Visible Customers Menu On CRM
You can see customers menu should only visible to Sales/All Documents user on CRM.
Free Support
You will get 90 Days free support incase any bugs or issue (Except data recovery).
At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on ticket@browseinfo.in or raise a ticket on support.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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