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Partner Property

Project description

Beta License: AGPL-3 OCA/partner-contact Translate me on Weblate Try me on Runboat

This module adds the use of properties in partners (different for companies and individuals).

Table of contents

Usage

Add property fields:

  1. Go to Contacts and create or edit any record.

  2. Click ⚙ Add Properties ‣ Field Type, select the type and add a default value if needed. To make the fields appear in kanban views, check View in Kanban as well. To validate and close the property creation window, click anywhere.

  3. The properties that will be displayed will be different for Individual or Company.

Delete property fields:

  1. Click the pencil icon next to the targeted property, then click Delete ‣ Delete.

Known issues / Roadmap

  • The properties are shared between all the companies accessing the contact, as the properties fields in the ORM are very limited in possibilities (they don’t admit compute methods for example).

  • The properties definition is stored in the system parameter partner_property.properties_definition. Don’t touch its value manually for not breaking the definition or losing data.

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

  • Tecnativa

Contributors

  • Tecnativa:

    • Víctor Martínez

    • Pedro M. Baeza

    • Pilar Vargas

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 maintainer:

victoralmau

This module is part of the OCA/partner-contact project on GitHub.

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

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