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116 lines
4.3 KiB
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116 lines
4.3 KiB
ReStructuredText
==================
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CRM Partner Assign
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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:d7416d52b55cc52565e9b0ed82ac4cda387335d70caa59a89f4abde41c7b24fb
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png
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:target: https://odoo-community.org/page/development-status
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:alt: Alpha
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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_partner_assign
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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_partner_assign
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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 assigning an associate partner to leads
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and to allow you to check if a Lead is being worked on by an associate partner.
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Also you can link a Partner to another Partner as an implementation partner.
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.. IMPORTANT::
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This is an alpha version, the data model and design can change at any time without warning.
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Only for development or testing purpose, do not use in production.
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`More details on development status <https://odoo-community.org/page/development-status>`_
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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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This module is the minimum viable product of the *website_crm_partner_assign* module.
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If you have the *website* module installed and you want a more complete module, take a look at the *website_crm_partner_assign* module.
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This module uses the same field names as the *website_crm_partner_assign* module, so if you want to use *website_crm_partner_assign* and don't lose data, you must install *website_crm_partner_assign* and then uninstall this module (in this order).
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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 Lead and assign a partner to it. You can assign a partner contact too.
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#. You can filter the leads by assigned partner.
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#. Go to Partner form and assign an partner to it.
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#. You can group Partners by assigned partner.
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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_partner_assign%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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* Moduon
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Contributors
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~~~~~~~~~~~~
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* Eduardo de Miguel (`Moduon <https://www.moduon.team/>`__)
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* Rafael Blasco (`Moduon <https://www.moduon.team/>`__)
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Other credits
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~~~~~~~~~~~~~
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The development of this module has been financially supported by:
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* Moduon Team S.L.
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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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.. |maintainer-Shide| image:: https://github.com/Shide.png?size=40px
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:target: https://github.com/Shide
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:alt: Shide
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
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|maintainer-Shide|
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This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/16.0/crm_partner_assign>`_ 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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