I am trying to set a default customer to a newly created lead and was wondering if anyone knows how to do that? Thank you for the help
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Contabilidad
- Inventario
- PoS
- Project
- MRP
Se marcó esta pregunta
1
Responder
4643
Vistas
Hi Eric,
(1) First of all activate Developer mode from top of the right side corner on clicking on the Administrator(or user you logged in the system)
(2) After then create the Lead record with the customer you want to make default.
(3) After saving the record on the left side on the top the form view there is one selection box Debug View# click on that & you will see Set Default window. There you can select the default values for Lead object.
Thanks,
www.acespritech.com
Very good. Thank you so much
¿Le interesa esta conversación? ¡Participe en ella!
Cree una cuenta para poder utilizar funciones exclusivas e interactuar con la comunidad.
Registrarse| Publicaciones relacionadas | Respuestas | Vistas | Actividad | |
|---|---|---|---|---|
|
customer_lead V16
Resuelto
|
|
1
oct 23
|
1378 | |
|
1
may 15
|
5471 | ||
|
8
nov 20
|
17722 | ||
|
2
jul 16
|
5187 | ||
|
0
may 24
|
1687 |
