Tracking Fields in Partners
(0)
390
Tecnativa

Tracking Fields in Partners

FREE
Technical name
marketing_crm_partner
License
AGPL-3
Secure dependencies
N/A
Tracking Fields in Partners

Tracking Fields in Partners

Beta License: AGPL-3 OCA/crm Translate me on Weblate Try me on Runboat

This module extends the functionality of the CRM to support having the tracking fields available in the partner and copy them there automatically when the partner is created from a lead/opportunity.

Table of contents

Usage

To use this module, you need to:

  1. Go to CRM > Leads > Create.
  2. Fill the required fields.
  3. Go to Extra Info > Marketing and fill those 3 fields.
  4. Save.
  5. Convert to Opportunity.
  6. Choose the option Customer > Create a new customer.
  7. Create Opportunity.
  8. Click on the name of the newly linked partner.
  9. Go to tab Sales & Purchases.
  10. There you have the new fulfilled fields.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Tecnativa

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/crm project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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This theme does not use any external Python dependencies.

Available languages

Language % translated
Spanish (AR) / Español (AR)
100%
Spanish / Español
100%
Italian / Italiano
100%
Galician / Galego
75%
German / Deutsch
75%
Portuguese (BR) / Português (BR)
58%
Slovenian / slovenščina
50%
Croatian / hrvatski jezik
50%
Greek / Ελληνικά
16%
Slovak / Slovenský jazyk
8%
Dutch (BE) / Nederlands (BE)
8%
French / Français
8%
Ukrainian / українська
8%
Spanish (MX) / Español (MX)
8%
Polish / Język polski
8%
Bulgarian / български език
8%
Lithuanian / Lietuvių kalba
8%
Thai / ภาษาไทย
8%
Macedonian / македонски јазик
8%
Hebrew / עִבְרִי
8%
Japanese / 日本語
8%
Hungarian / Magyar
8%
Spanish (VE) / Español (VE)
8%
Spanish (PE) / Español (PE)
8%
Bosnian / bosanski jezik
8%
Spanish (CR) / Español (CR)
8%
Swedish / Svenska
8%
Indonesian / Bahasa Indonesia
8%
Latvian / latviešu valoda
8%
Mongolian / монгол
8%
Spanish (EC) / Español (EC)
8%
Chinese (Simplified) / 简体中文
8%
Spanish (DO) / Español (DO)
8%
Arabic / الْعَرَبيّة
8%
Estonian / Eesti keel
8%
Vietnamese / Tiếng Việt
8%
Spanish (CO) / Español (CO)
8%
Dutch / Nederlands
0%
Norwegian Bokmål / Norsk bokmål
0%
Croatian / hrvatski jezik
0%
Dutch / Nederlands
0%
Portuguese / Português
0%
Turkish / Türkçe
0%
French (CH) / Français (CH)
0%
English (UK)
0%
Serbian (Latin) / srpski
0%
Finnish / Suomi
0%
French (CA) / Français (CA)
0%
Russian / русский язык
0%
Chinese (Traditional) / 繁體中文
0%
Romanian / română
0%
Portuguese / Português
0%
Turkish / Türkçe
0%