CRM Exception
Project description
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
To configure CRM exception rule:
Create a new exception rule.
Select “Lead” in the “Apply On” field (the ‘stage_ids’ field will be displayed).
Choose the CRM stage to which you want to apply the exception rule.
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
Contributors
-
Aung Ko Ko Lin
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.
Project details
Release history Release notifications | RSS feed
Download files
Download the file for your platform. If you're not sure which to choose, learn more about installing packages.
Source Distributions
Built Distribution
File details
Details for the file odoo_addon_crm_exception-16.0.1.0.0.4-py3-none-any.whl
.
File metadata
- Download URL: odoo_addon_crm_exception-16.0.1.0.0.4-py3-none-any.whl
- Upload date:
- Size: 26.4 kB
- Tags: Python 3
- Uploaded using Trusted Publishing? No
- Uploaded via: twine/5.1.1 CPython/3.12.3
File hashes
Algorithm | Hash digest | |
---|---|---|
SHA256 | 474e9714cc580874af335a820d6f495da52d870209402f5ba1b5f78b31697a53 |
|
MD5 | 19ecbb87d8d7896fdab74d48a33bca0a |
|
BLAKE2b-256 | aa2c2c21dcf570adae17b3b2e4b052f2bcc72c9f2f7e56aaf5cfd84ac97cd159 |