Skip to main content

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.

Project details


Download files

Download the file for your platform. If you're not sure which to choose, learn more about installing packages.

Source Distributions

No source distribution files available for this release.See tutorial on generating distribution archives.

Built Distribution

If you're not sure about the file name format, learn more about wheel file names.

File details

Details for the file odoo_addon_l10n_br_crm_cnpj_search-16.0.1.1.0-py3-none-any.whl.

File metadata

File hashes

Hashes for odoo_addon_l10n_br_crm_cnpj_search-16.0.1.1.0-py3-none-any.whl
Algorithm Hash digest
SHA256 e36cd42d938ee363b7f1e728d0c9ebb078d4d49f5fda903da931087d897f12e0
MD5 e153e23112c97abc28f3a3edc44b6b79
BLAKE2b-256 63927f71bf66d59e69d73fb1d62b634a0ff81f499b73ca0ce9d7ae1de3dc2cb6

See more details on using hashes here.

Supported by

AWS Cloud computing and Security Sponsor Datadog Monitoring Depot Continuous Integration Fastly CDN Google Download Analytics Pingdom Monitoring Sentry Error logging StatusPage Status page