mirror of
https://github.com/bringout/oca-technical.git
synced 2026-04-21 02:32:03 +02:00
106 lines
3.7 KiB
ReStructuredText
106 lines
3.7 KiB
ReStructuredText
===============================
|
|
Firstname and Lastname in Leads
|
|
===============================
|
|
|
|
..
|
|
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
|
!! This file is generated by oca-gen-addon-readme !!
|
|
!! changes will be overwritten. !!
|
|
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
|
!! source digest: sha256:d89299b802331ab36ebfb460f5956c82da92a8f9dc525a3a1e864dc20be898bb
|
|
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
|
|
|
.. |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_lead_firstname
|
|
: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_lead_firstname
|
|
: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 extends the functionality of CRM leads to support split first and
|
|
last name fields for contacts and allow you to port that information to and
|
|
from partners.
|
|
Since leads are expected to create partners only when needed and after
|
|
information is correctly set up, in leads there is no inverse logic to
|
|
transform the old single name in the new split names automatically. The old
|
|
single name will simply be the firstname now.
|
|
|
|
**Table of contents**
|
|
|
|
.. contents::
|
|
:local:
|
|
|
|
Installation
|
|
============
|
|
|
|
To install this module, you need to:
|
|
|
|
* Install `OCA/partner-contact <https://github.com/OCA/partner-contact>`_ repo.
|
|
|
|
Usage
|
|
=====
|
|
|
|
To use this module, you need to:
|
|
|
|
* Go to *CRM > Leads > Leads > Create*.
|
|
* You have the new split fields *Firstname* and *Lastname*. Fill them.
|
|
* Press *Convert to Opportunity*.
|
|
* In *Related Customer* choose *Create a new customer*.
|
|
* Press *Create Opportunity*.
|
|
* In the new opportunity, go to *Followup* tab. There are the new fields too.
|
|
* If you go to the partner you just created, you will see that its first and
|
|
last names match those in the lead.
|
|
|
|
Bug Tracker
|
|
===========
|
|
|
|
Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/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 <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**>`_.
|
|
|
|
Do not contact contributors directly about support or help with technical issues.
|
|
|
|
Credits
|
|
=======
|
|
|
|
Authors
|
|
~~~~~~~
|
|
|
|
* Tecnativa
|
|
|
|
Contributors
|
|
~~~~~~~~~~~~
|
|
|
|
* Rafael Blasco
|
|
* Jairo Llopis
|
|
* Raf Ven <raf.ven@dynapps.be>
|
|
* Nikos Tsirintanis <ntsirintanis@therp.nl>
|
|
|
|
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 <https://github.com/OCA/crm/tree/16.0/crm_lead_firstname>`_ project on GitHub.
|
|
|
|
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
|