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102 lines
3.6 KiB
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102 lines
3.6 KiB
ReStructuredText
===========================
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Tracking Fields in Partners
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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: sha256:8c7944e9cbd4ae7af3477648c31f4c5fe81bd9f68d7fcd6a7853528edec60887
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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/marketing_crm_partner
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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-marketing_crm_partner
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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 the CRM to support having the tracking
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fields available in the partner and copy them there automatically when the
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partner is created from a lead/opportunity.
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**Table of contents**
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.. contents::
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:local:
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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 > Create**.
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#. Fill the required fields.
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#. Go to **Extra Info > Tracking** and fill those 3 fields.
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#. **Save**.
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#. **Convert to Opportunity**.
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#. Choose the option **Customer > Create a new customer**.
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#. **Create Opportunity**.
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#. Click on the name of the newly linked partner.
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#. Go to tab **Sales & Purchases**.
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#. There you have the new fulfilled fields.
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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:%20marketing_crm_partner%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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* `Tecnativa <https://www.tecnativa.com>`__:
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* Rafael Blasco <rafael.blasco@tecnativa.com>
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* Jairo Llopis <jairo.llopis@tecnativa.com>
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* Vicent Cubells <vicent.cubells@tecnativa.com>
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* David Vidal <david.vidal@tecnativa.com>
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* Cristina Martin R. <cristina.martin@tecnativa.com>
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* Marcel Savegnago <marcel.savegnago@escodoo.com.br>
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* Ahmet Yiğit Budak <yigit@altinkaya.com.tr>
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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/marketing_crm_partner>`_ 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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