How to add multiple salesperson each belongs to the different company to the single customer in odoo12 community

Question

Hi,
I need to add multiple salesperson belongs to the different company to the single customer in odoo12. consider salesperson 1 belongs to company 1 salesperson 2 belongs to company 2. and I need to assign both salesperson to the customer 1. and when each salesperson login through their account they can access the customer.
Could anyone help me to achieve this.
Thank you in advance!

Niyas Raphy (Walnut Software Solutions) · Accepted Answer

Hi,
For this you have to add a new * many2many * field in the res.partner model, you can inherit and do it by a custom module. Then regarding the sales persons viewing the customer, you have write or adjust the security/ record rules accordingly.
1.  How To Inherit And Add Field to Existing Views In Odoo12 [1]
2.  Record Rules in Odoo [2]
Thanks

[1] https://www.youtube.com/watch?v=z1Tx7EGkPy0
[2] https://www.youtube.com/watch?v=p8gj1dEfYUM

관련 게시물	답글	화면
how to allow only manager to edit the form which is in approved state. odoo12 해결 완료 community odoo12	1 9월 21	4106
Multi Websites for Multi Companies Odoo 12 Community community ecommerce multicompany multiwebsite odoo12	0 9월 19	3276
Allow users to see others users only if they have his current company in allowed field 해결 완료 multicompany odoo12	2 7월 19	3704
Error in odoo12 community 해결 완료 community odoo12	1 3월 19	8711
Odoo 13 - multi-company error community multicompany Odoo13.0	2 3월 24	7986

신고된 질문입니다

토론이 재미있으신가요? 직접 참여해보세요!