Hi there,
One of our customers have an employee that no longer works with the company.
We want to archive the contact but every time we do, the related Sales Orders are also hidden.
Is there any way to prevent this?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Księgowość
- Zapasy
- PoS
- Project
- MRP
To pytanie dostało ostrzeżenie
1
Odpowiedz
1632
Widoki
Hi,
Actually the problem that you have faced was no more longer in the updated versions of Odoo. Instead of archiving the contact, you can create a custom field to mark the contact as inactive. This way, the contact remains in the system, but you can filter or flag it as needed.
1. Create a custom field 'x_is_inactive' in the customer template.
2. For the contact that is no longer active, set this field to True.
3. Update your views and filters to exclude contacts where 'x_is_inactive' is True.
Thanks.
Podoba Ci się ta dyskusja? Dołącz do niej!
Stwórz konto dzisiaj, aby cieszyć się ekskluzywnymi funkcjami i wchodzić w interakcje z naszą wspaniałą społecznością!
Zarejestruj się| Powiązane posty | Odpowiedzi | Widoki | Czynność | |
|---|---|---|---|---|
|
1
gru 22
|
3329 | ||
|
0
gru 23
|
1618 | ||
|
0
sie 21
|
3645 | ||
|
0
cze 21
|
3260 | ||
|
3
wrz 25
|
2913 |
