CNPJ search in CRM Lead
Project description
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
Acesse Configurações
Escolha um provedor para a busca
Habilite o Lead nas configurações do CRM
Acesse CRM > Lead > Criar
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
Contributors
KMEE:
Bruno Corredato Botti <bruno.botti@kmee.com.br>
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.
Current maintainers:
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.
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_l10n_br_crm_cnpj_search-16.0.1.0.0.3-py3-none-any.whl
.
File metadata
- Download URL: odoo_addon_l10n_br_crm_cnpj_search-16.0.1.0.0.3-py3-none-any.whl
- Upload date:
- Size: 28.1 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 | 21a20d0f84f5a27ad8d79b052bd0e986f25204c4b84450c62ff743037411270b |
|
MD5 | ccb32ea069454a2bab6dcd2f56604093 |
|
BLAKE2b-256 | 4628e303b468a68246672077507929bcb7a3b7deec5a05350088660ddd672f62 |