Can I see both Opportunities where I am the Salesperson on the Customer record and Opportunities where I am the Salesperson on the Opportunity record?

Question

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 th

Ray Carnes · Accepted Answer

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."/>

相關帖文	回覆	瀏覽次數
CRM Phone and Email Updates crm opportunity	0 12月 24	1455
lock CRM crm opportunity	0 9月 24	1483
Edit "New Opportunity" fields crm opportunity	1 3月 21	2601
Filter on Opportunities without next activity planned or next activity is less than a month from now filter opportunity	0 1月 21	2390
How I retrive current users groups in OpenERP 7.0 ? 已解決 crm opportunity	2 1月 24	13491

此問題已被標幟

喜歡這則討論？不要只閱讀，加入發表意見吧！