Ir al contenido
Menú
Se marcó esta pregunta
1 Responder
3635 Vistas

In Odoo, a Salesperson can be assigned to a Customer record and can be assigned to an Opportunity record.

In our company, Salespeople enter Opportunities for each other.  When others enter Opportunities, THEY are the Salesperson on the Opportunity. 

Is it possible to see both types of Opportunities easily?  For each Salesperson, they can then look at (1) Opportunities where THEY are the Salesperson on the Opportunity (they entered it) and (2) Opportunities where they are NOT the Salesperson on the Opportunity, but ARE the Salesperson on the Customer related to that Opportunity?

This would give us a way to make sure Opportunities we enter for others are seen by them AND us so we can both make sure they get attention.

Avatar
Descartar
Autor Mejor respuesta

Yes.

In this example, the Salesperson for "Company" is John, but he also sees Opportunities for "Company" that were entered by Jane:

 

The filter would be defined like this:

<filter string="Entered by Me OR Assigned to Me" name="entered_or_assigned"          
domain="['|',('user_id','=',uid),('partner_id.user_id','=',uid)]"
help="Opportunities entered for me, or by me."/>

Avatar
Descartar
Publicaciones relacionadas Respuestas Vistas Actividad
0
dic 24
1400
0
sept 24
1439
1
mar 21
2566
0
ene 21
2364
2
ene 24
13451