Lead Edit Restrictions By Stages
by TeamUp4Solutions http://taxdotcom.org/, http://www.teamup4solutions.com , TaxDotCom http://taxdotcom.org/, http://www.teamup4solutions.com$ 27.15
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 34 |
| Technical Name |
ts_crm_lead_edit_access |
| License | AGPL-3 |
| Website | http://taxdotcom.org/, http://www.teamup4solutions.com |
| Versions | 14.0 16.0 15.0 13.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 34 |
| Technical Name |
ts_crm_lead_edit_access |
| License | AGPL-3 |
| Website | http://taxdotcom.org/, http://www.teamup4solutions.com |
| Versions | 14.0 16.0 15.0 13.0 |
This module enhances the functionality of Odoo's CRM module by introducing restrictions on lead editing based on assigned stages. It ensures that users can only edit leads if they have the appropriate stage assigned to them. If a user attempts to edit a lead that is not within their allowed stages, an error message is displayed. This feature helps maintain data integrity and control lead management processes.
CRM Controls Page
This is a new page on user form view and a field which will hold the stages on which lead can be edited by this user.
Assigning Stages
This shows list of stages that are currently created for pipline.
Here we have assigned stages on which this user can edit leads.
Results of Stages Assignments
Here we have a lead but in stage that is not assigned to this user as shown in earlier image now we try to change the name of this lead and save.
As you can see it won't allow modification unless this stage is assigned for editing.
And Also We Can't change stage ourselves if we already moved to non-allowed stage but we can move in and out between all allowed stages.
Video
In this video you see that:
- We assigned stages to user on CRM Control Page in user form view.
- Now user can move between stages that were assigned to user on CRM Control Page.
- Also user can edit lead while it is assign stages.
- But When lead is moved to a stage that was not assigned to the user restricts editing and stage changes.
Our Service
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Email us
info@teamup4solutions.comContact us
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