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Good evening, i have an error when i  try to convert a lead in an opportunity, i see that the customer/partner is assigned to another user diffrent from mine. If i change the owner of customer everything is ok. Can i assign a customer to a group or a team instead of single user?

I am working with  Odoo 10.0-20161013 (Community Edition) 

now major of users  see only their contacts

Thanks a lot


the error is Access Denied The requested operation cannot be completed due to security restrictions. Please contact your system administrator. (Document type: res.partner, Operation: read)

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Câu trả lời hay nhất

Hello,
I think in that case other modules will be impacted.
For eg. you're creating a sales order and selecting the customer in that case maybe you're facing an issue.

If you want to change it in that case you need to do multiple things into customization.

or 

You can do one thing just like add the many2many field in the contact module and add the record rules based on that field maybe it will be working fine.

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Tác giả Câu trả lời hay nhất

But i have the problem when i try to transform a lead in opportunity because i suppose  i cannot see the customer/partner because is not one of mine. Can i make a record rule to extend visibility on the conttact?

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Okay, you can do one thing just like add the many2many field in the contact module and add the record rules based on that field maybe it will be working fine.