============= CRM Exception ============= .. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !! This file is generated by oca-gen-addon-readme !! !! changes will be overwritten. !! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !! source digest: sha256:364c4bbd2fab4ca9a0a3ba481b31aec7efb3fcd15f8a93bfa77ca92cb9f67d11 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! .. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png :target: https://odoo-community.org/page/development-status :alt: Beta .. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html :alt: License: AGPL-3 .. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github :target: https://github.com/OCA/crm/tree/16.0/crm_exception :alt: OCA/crm .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png :target: https://translation.odoo-community.org/projects/crm-16-0/crm-16-0-crm_exception :alt: Translate me on Weblate .. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png :target: https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=16.0 :alt: Try me on Runboat |badge1| |badge2| |badge3| |badge4| |badge5| This module allows you to attach several customizable exceptions to your opportunities. You can also define an exception rule to be applied to specific CRM stages. **Table of contents** .. contents:: :local: Configuration ============= **To configure CRM exception rule:** #. Create a new exception rule. #. Select "Lead" in the "Apply On" field (the 'stage_ids' field will be displayed). #. Choose the CRM stage to which you want to apply the exception rule. #. Specify the exception type and define the condition, then save the rule. **Note:** If you don't specify a CRM stage for stage_ids (leave it blank), the rule will be checked at every stage. Known issues / Roadmap ====================== **No Exception checking in the create function.** Adding exception checking to the create function would trigger an Odoo Client Error related to JavaScript (Error: Component is destroyed) when attempting to create a new opportunity in the pipeline's kanban view and clicking the edit button. 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 ~~~~~~~ * Quartile Limited Contributors ~~~~~~~~~~~~ * `Quartile `__: * Aung Ko Ko Lin Maintainers ~~~~~~~~~~~ This module is maintained by the OCA. .. image:: https://odoo-community.org/logo.png :alt: Odoo Community Association :target: https://odoo-community.org 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. This module is part of the `OCA/crm `_ project on GitHub. You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.