odoo-addon-crm-lead-personal-file-data 16.0.1.0.0

Move lead pending assigned files to its partner directory under personal data.

This module adds a pending partner assignment root directory related to crm.leads model and personal data root directory related to res.partner model. It also adds listeners to move pending partner assigment files from crm to their related partner, both when creating dms files to leads that already have a partner, or when assigning partners to leads that already dms files under a pending partner assignment directory.

Table of contents

• Configuration

• Usage

• Known issues / Roadmap

• Bug Tracker

• Credits

  • Authors

  • Contributors

  • Maintainers

Configuration

No specific configuration is required.

Usage

Listeners will act automatically moving dms files under the described conditions in the main module description.

Known issues / Roadmap

There are no issues for the moment.

Bug Tracker

Bugs are tracked on GitLab Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

• SomIT SCCL

• Som Connexio SCCL

Contributors

• SomIT SCCL:

  • José Robles <[e-mail]>

  • Álvaro García <[e-mail]>

• Som Connexio SCCL:

  • Gerard Funosas <[e-mail]>

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.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.