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crm_lead_firstname

Author: Antiun IngenierĂ­a S.L., Odoo Community Association (OCA)
License: AGPL-3
Branch: 11.0
Repository: acsone/crm
Dependencies: crm, and partner_firstname
Languages: PO File (290, 62.6%), Python (90, 19.4%), XML (35, 7.6%), and reStructuredText (48, 10.4%)
Other branches: 11.0-mig-crm_mailchimp, 12.0-archive_crm_stage-sbj, and 8.0
Other repositories: AMhadhbi/crm, AbdulrhmanGad/crm, Alfa-90/crm, Antiun/crm, BGEray/crm, BusinessTec/crm, Callino/crm, Change2improve/crm, ClearCorp/oca-crm, Comunitea/crm, Daniel-CA/crm-addons, Danisan/crm, DavidNitro/crm, ERPLibre/crm, Edu095/crm, Eider1/crm, Faha4/crm, FalconValley/crm, Fanotiana/crm, ForgeFlow/crm, Gabinete-Digital/crm, Gofekra/crm, Gotzoni/crm, GregoLopez/crm, GrupoAlvamex/crm-1, Guobower/crm, HardikG/crm, ITISAG-OCA/crm, Ingeos/crm, JibenCL/crm, KNIGHTTH0R/crm, LARRA81/crm, LasLabs/crm, LevelPrime/crm, MartinHeisig/crm, Martronic-SA/crm, Mefistous/crm, Mengchangxin/crm, MidOrFarm/crm, NeatNerdPrime/crm, Nikul-Chaudhary/crm, Nitrokey/odoo-crm, Noviat/crm, OCA-MUK/crm, OCA/crm, Openies/crm, OrsadoSolutions/crm, PrenorSistemas/crm, QANSEE/crm, QubiQ/crm, SerpentCS/crm, SeuMarco/crm, StefanRijnhart/crm, TDu/crm, TRESCLOUD/crm, Tawanrut/crm, Tecnativa/crm, Toss123/crm, VCLS-org/crm, Vauxoo/crm, VisiionSolucionesTecnologicas/crm, VitalPet/crm, aaltinisik/crm, adolfoeliazat/crm, agenterp/crm, akretion/crm, algiopensource/crm, altanmur/crm, amleczko/crm, anandkansagra/crm, anhvu-sg/crm, anis-123/crm, apachesep/crm, apetbiz/crm, archetipo/crm, atifs/crm-oca-odoo, atolodas/crm, atularvind/crm, aurestic/crm, avoinsystems/crm, bimajatiwijaya/crm, binovo/crm, bizzappdev/crm, bmya/crm, borni-dhifi/crm, boy12371/crm, brain-tec/crm, bringsvor/crm, bvkl/crm, camptocamp/crm, coopiteasy/crm, credativUK/crm, cyrilgdn/crm, daramousk/crm, ddico/crm, dgrej/crm, diagramsoftware/crm, diggy128/crm, dipendra-karki/crm, dreispt/crm, druidoo-dev/crm, dsidorenkovas-rgbconsulting/crm, eLBati/crm, ecosoft-odoo/crm, eezee-it/crm, eferriere/crm, eh4269/crm, elmonitor/crm, elrodo1/crm, elvirekemajou/crm, emagdalenaC2i/crm, enmasys/crm, ernestotejeda/crm, exosoftware/oca-crm, factorlibre/crm, fjfabz/crm, flachica/crm, garzadekoster/crm, gfcapalbo/crm, gobluestingray/crm, grindtildeath/crm, gurneyalex/crm, haroldtamo/crm, haryoran04/crm, hassanfadl/crm, hbrunn/crm, hippe-67/crm, hotkee/crm, houzhenggang/crm-2, hprasetyou/crm, iRichGit/crm, ianathompson/crm, ideaspositivas-group/crm, igallart/crm, incaser/crm, ip-candres/crm, isaacmoran/crm, ivanutrera2000/crm, izzihector/crm, julioagf/crm, kevin070982/crm, kn9/crm, kurt-schmitz/crm, lammh/crm, lanbide/crm, larmar/crm, lauragauto/crm, lfreeke/crm, lideritjnma/crm, lincersolucoes/oca-crm, ludolelarge/crm, makeplerc/crm, mamcode/crm, mdietrichc2c/crm, minhhq09/crm, moblesmarti/crm, molandtoxx/crm-1, monksoftware/crm, mozaik-association/crm, murtuzasaleh/crm, niulinlnc/crm, ntsirintanis/crm, oceanshaw/crm, odoobgorg/OCA-crm, odoonz/crm, open-synergy/crm, ossamagharib/crm, pkmipuh/crm, pmfan/crm, pragyachhabra/crm, presenceverte/crm, pscloud/crm, robertrottermann/crm, royalline1/crm, rsullivan2704/crm, rven/crm, sadavarti/crm, sadeqamin/crm, sagar-developer-92/crm, sanube/crm, savoirfairelinux/crm, scbrianti/crm, sergiocorato/crm, sewisoft/crm, simplifysolutions/crm, skeller1/crm, sunshineLhj/crm, surenjie/crm, sygel-technology/crm, takinobori/oca-crm, tbaptista/crm, tedi3231/crm, thinkopensolutions/oca-crm, ubic135/crm, ursais/crm, usmanfarzandali/crm, v-garcies/crm, vcloud9ray/crm, versada/crm, vincentchen/crm, vjd8866/crm, w4rri0r3k/crm, wahello/oca-crm, wahyusetiaaa/crm, westlyou/crm-1, whycoding126/crm, xcgd/crm, xdcortes/crm, yucer/crm, yulei321/crm, zeroincombenze/crm, zhuyangbin/crm, and zimbora69/crm

<a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.svg"> </a> <a name="firstname-and-lastname-in-leads"></a> <h2>Firstname and Lastname in Leads</h2> <p>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.</p> <a name="installation"></a> <h3>Installation</h3> <p>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.</p> <p>To install this module, you need to:</p> <ul class="simple"> <li>Install <a class="reference external" href="https://github.com/OCA/partner-contact">OCA/partner-contact</a> repo.</li> </ul> <a name="usage"></a> <h3>Usage</h3> <p>To use this module, you need to:</p> <ul class="simple"> <li>Go to <em>Sales &gt; Sales &gt; Leads &gt; Create</em>.</li> <li>You have the new split fields <em>Firstname</em> and <em>Lastname</em>. Fill them.</li> <li>Press <em>Convert to Opportunity</em>.</li> <li>In <em>Related Customer</em> choose <em>Create a new customer</em>.</li> <li>Press <em>Create Opportunity</em>.</li> <li>In the new opportunity, go to <em>Lead</em> tab. There are the new fields too.</li> <li>If you go to the partner you just created, you will see that its first and last names match those in the lead.</li> </ul> <a class="reference external image-reference" href="https://runbot.odoo-community.org/runbot/111/11.0"><img alt="Try me on Runbot" src="https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas" /></a> <a name="bug-tracker"></a> <h3>Bug Tracker</h3> <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/crm/issues">GitHub Issues</a>. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed <a class="reference external" href="https://github.com/OCA/crm/issues/new?body=module:%20crm_lead_firstname%0Aversion:%2011.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> <a name="credits"></a> <h3>Credits</h3> <a name="contributors"></a> <h4>Contributors</h4> <ul class="simple"> <li>Rafael Blasco &lt;<a class="reference external" href="mailto:rafabn&#64;antiun.com">rafabn&#64;antiun.com</a>&gt;</li> <li>Jairo Llopis &lt;<a class="reference external" href="mailto:yajo.sk8&#64;gmail.com">yajo.sk8&#64;gmail.com</a>&gt;</li> </ul> <a name="maintainer"></a> <h4>Maintainer</h4> <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> <p>This module is maintained by the OCA.</p> <p>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.</p> <p>To contribute to this module, please visit <a class="reference external" href="https://odoo-community.org">https://odoo-community.org</a>.</p>