Salesperson See Only Own Contacts

by
Odoo

10.77

v 16.0 Third Party 22
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Invoicing (account)
Lines of code 36
Technical Name salesperson_see_only_own_contacts
LicenseAGPL-3
Websitehttps://asdelmarketing.com
Versions 17.0 12.0 14.0 13.0 15.0 16.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Invoicing (account)
Lines of code 36
Technical Name salesperson_see_only_own_contacts
LicenseAGPL-3
Websitehttps://asdelmarketing.com
Versions 17.0 12.0 14.0 13.0 15.0 16.0
Salesperson See Only Own Contacts

Simple configuration: Mark "Only own contacts" permission


salesperson see only own customers


Mark (if you need) "Own Document only" role for sales


see only own customers in sales


Assign salesperson to customers. (Module will autofill salesperson field on new customers)


see only own contacts

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lider de equipo
by
VERTICE DESARROLLO DE SISTEMAS
on 3/30/23, 9:02 PM

el lider del equipo de ventas puede ver los contactos de los miembros del equipo?

gracias

Re: lider de equipo
by
Javier
on 5/21/23, 12:34 PM Author

Hola, solo aplica a los usuarios que tengan marcado el check en los permisos. Si no, funcionará como cualquier odoo estandard