CRM Required Field Template

by
Odoo

20.16

v 17.0 Third Party 2
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Lines of code 120
Technical Name evo_crm_required_field_template
LicenseOPL-1
Websitehttp://evozard.com/
Versions 17.0 16.0 15.0 14.0 13.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Lines of code 120
Technical Name evo_crm_required_field_template
LicenseOPL-1
Websitehttp://evozard.com/
Versions 17.0 16.0 15.0 14.0 13.0
Community Enterprise Odoo.sh

CRM Required Field Template

This modules helps user in making certain fields of CRM mandatory. User can keep validation and make desired field mandatory in Lead/Opportunity. It also gives user flexibility to make these validation stage wise.

Key Features


User can configure validation for fields of lead/opportunity in CRM.

User will be able to configure mandatory lead/opportunity fields for each stage.

Required Field Template

Go to Configuration –> Required Field Template


Create Template and Select Required Fields

For Template set open Stages Menu

Go to Configuration –> Stages



Open Stage and Select Required Field


In Crm If Required Field not selected then Warning Pop-up


If Required Field is selected



Required Field Template

Select Required Fields

Select Stages

Select Required Field

If Required Field not selected

If Required Field is selected

Yes, the app works perfectly well with Odoo Enterprise (On-premise and Odoo.SH) as well as Community. Odoo Online (Cloud) does not allow installation of third-party apps and hence this app cannot be installed on Odoo Online.

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