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Initial commit: OCA Technical packages (595 packages)
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===============================
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Firstname and Lastname in Leads
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===============================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:d89299b802331ab36ebfb460f5956c82da92a8f9dc525a3a1e864dc20be898bb
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github
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:target: https://github.com/OCA/crm/tree/16.0/crm_lead_firstname
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:alt: OCA/crm
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/crm-16-0/crm-16-0-crm_lead_firstname
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=16.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module extends the functionality of CRM leads to support split first and
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last name fields for contacts and allow you to port that information to and
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from partners.
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Since leads are expected to create partners only when needed and after
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information is correctly set up, in leads there is no inverse logic to
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transform the old single name in the new split names automatically. The old
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single name will simply be the firstname now.
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**Table of contents**
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.. contents::
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:local:
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Installation
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============
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To install this module, you need to:
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* Install `OCA/partner-contact <https://github.com/OCA/partner-contact>`_ repo.
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Usage
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=====
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To use this module, you need to:
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* Go to *CRM > Leads > Leads > Create*.
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* You have the new split fields *Firstname* and *Lastname*. Fill them.
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* Press *Convert to Opportunity*.
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* In *Related Customer* choose *Create a new customer*.
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* Press *Create Opportunity*.
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* In the new opportunity, go to *Followup* tab. There are the new fields too.
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* If you go to the partner you just created, you will see that its first and
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last names match those in the lead.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/crm/issues/new?body=module:%20crm_lead_firstname%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* Tecnativa
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Contributors
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~~~~~~~~~~~~
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* Rafael Blasco
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* Jairo Llopis
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* Raf Ven <raf.ven@dynapps.be>
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* Nikos Tsirintanis <ntsirintanis@therp.nl>
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/16.0/crm_lead_firstname>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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