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CNPJ search in CRM Lead

Project description

Beta License: AGPL-3 OCA/l10n-brazil Translate me on Weblate Try me on Runboat

Módulo que adiciona um botão para preencher automaticamente os campos de um lead a partir do seu CNPJ.

Table of contents

Installation

Este módulo depende do módulo l10n_br_cnpj_search e l10n_br_crm.

Configuration

Esta busca de informações a partir do cnpj é realizada com base no provedor configurado na aba de configurações, vale ressaltar que o provedor receitaws permite a realização de três consultas por minuto, enquanto que o SERPRO é pago e permite consultas ilimitadas em seus planos.

Usage

  1. Acesse Configurações

  2. Escolha um provedor para a busca

  3. Habilite o Lead nas configurações do CRM

  4. Acesse CRM > Lead > Criar

  5. Preencha o nome do Lead, insira no campo de CNPJ o CNPJ que deseja buscar e clique na lupa ao lado do campo para buscar

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

  • KMEE

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

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.

Current maintainers:

corredato mileo

This module is part of the OCA/l10n-brazil project on GitHub.

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

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