odoo-addon-crm-exception 17.0.1.0.0.2

CRM Exception

CRM Exception

This module allows you to attach several customizable exceptions to your opportunities. You can also define an exception rule to be applied to specific CRM stages.

Table of contents

• Configuration

• Known issues / Roadmap

• Bug Tracker

• Credits

  • Authors

  • Contributors

  • Maintainers

Configuration

To configure CRM exception rule:

1. Create a new exception rule.

2. Select “Lead” in the “Apply On” field (the ‘stage_ids’ field will be displayed).

3. Choose the CRM stage to which you want to apply the exception rule.

4. Specify the exception type and define the condition, then save the rule.

Note: If you don’t specify a CRM stage for stage_ids (leave it blank), the rule will be checked at every stage.

Known issues / Roadmap

No Exception checking in the create function.

Adding exception checking to the create function would trigger an Odoo Client Error related to JavaScript (Error: Component is destroyed) when attempting to create a new opportunity in the pipeline’s kanban view and clicking the edit button.

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

• Quartile Limited

Contributors

• Quartile:

  • Aung Ko Ko Lin

• Heliconia Solutions Pvt. Ltd.

Maintainers

This module is maintained by the OCA.

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.