Author: |
Tecnativa, Odoo Community Association (OCA) |
License: |
AGPL-3 |
Branch: |
14-add-crm_lead_to_opportunity_contact |
Repository: |
akretion/crm |
Dependencies: |
base_location_nuts,
crm,
and
sales_team |
Languages: |
HTML (364, 35.7%),
PO File (260, 25.5%),
Python (198, 19.4%),
XML (132, 12.9%),
and
reStructuredText (67, 6.6%) |
Other branches: |
14-lead-archive |
Other repositories: |
AbdulrhmanGad/crm,
Alfa-90/crm,
Antiun/antiun-odoo-addons,
BusinessTec/crm,
Change2improve/crm,
Danisan/crm,
DavidNitro/crm,
ERPLibre/crm,
Eider1/crm,
Endika/antiun-odoo-addons,
Faha4/crm,
FalconValley/crm,
Fanotiana/crm,
ForgeFlow/crm,
Gabinete-Digital/crm,
Gofekra/crm,
Gotzoni/crm,
GregoLopez/crm,
GrupoAlvamex/crm-1,
Guobower/crm,
ITISAG-OCA/crm,
Ingeos/crm,
JavierIniesta/antiun-odoo-addons,
JonathanNEMRY/antiun-odoo-addons,
KIKOU2016/antiun-odoo-addons,
KNIGHTTH0R/crm,
LARRA81/crm,
LevelPrime/crm,
MartinHeisig/crm,
Martronic-SA/crm,
Mefistous/crm,
Mengchangxin/crm,
MidOrFarm/crm,
NeatNerdPrime/crm,
Nikul-Chaudhary/crm,
Nitrokey/odoo-crm,
Nucleoos/antiun-odoo-addons,
OCA-MUK/crm,
OCA/crm,
OdooBulgaria/antiun-odoo-addons,
OrsadoSolutions/crm,
PrenorSistemas/crm,
QMXTech/antiun-odoo-addons,
RealSolutionsLux/antiun-odoo-addons,
StefanRijnhart/crm,
TDu/crm,
TRESCLOUD/crm,
Tawanrut/crm,
Tecnativa/antiun-odoo-addons,
Tecnativa/crm,
Upsyd/antiun-odoo-addons,
VCLS-org/crm,
Vauxoo/crm,
VbossEkat/antiun-odoo-addons,
VisiionSolucionesTecnologicas/crm,
Yajo/antiun-odoo-addons,
aaltinisik/crm,
acsone/crm,
agenterp/crm,
alanljj/antiun-odoo-addons,
algiopensource/crm,
altanmur/crm,
amleczko/crm,
anandkansagra/crm,
anhvu-sg/crm,
anis-123/crm,
antespi/antiun-odoo-addons,
apetbiz/crm,
arasty/antiun-odoo-addons,
aschenkels-ictstudio/antiun-odoo-addons,
atolodas/crm,
aurestic/crm,
avoinsystems/crm,
binovo/crm,
bizzappdev/crm,
bjoliveau/antiun-odoo-addons,
boy12371/crm,
brain-tec/crm,
caioleonardo/antiun-odoo-addons,
camptocamp/crm,
cholitoecuatoriano/antiun-odoo-addons,
coopiteasy/crm,
cubells/website,
danielvdml/antiun-odoo-addons,
daramousk/crm,
dinamicoraptor/antiun-odoo-addons,
dipendra-karki/crm,
dorsaf/antiun-odoo-addons,
druidoo-dev/crm,
dsasoftware/antiun-odoo-addons,
dsidorenkovas-rgbconsulting/crm,
duanyp1991/antiun-odoo-addons,
dvitme/antiun-odoo-addons,
eLBati/crm,
ecosoft-odoo/crm,
eezee-it/crm,
eferriere/crm,
eh4269/crm,
eksotama/antiun-odoo-addons,
elmeknouni/antiun-odoo-addons,
elmonitor/crm,
elrodo1/crm,
emagdalenaC2i/crm,
enmasys/crm,
ernestotejeda/crm,
exosoftware/oca-crm,
fjfabz/crm,
flachica/crm,
garzadekoster/antiun-odoo-addons,
gitlabuser/antiun-odoo-addons,
gobluestingray/crm,
grindtildeath/crm,
hassanfadl/crm,
haylahi/antiun-odoo-addons,
hbrunn/crm,
hippe-67/crm,
hprasetyou/crm,
iRichGit/crm,
ideaspositivas-group/crm,
igallart/crm,
incaser/antiun-odoo-addons,
initOS/antiun-odoo-addons,
ip-candres/crm,
isaacmoran/crm,
ivanutrera2000/crm,
izzihector/crm,
jackethu/antiun-odoo-addons,
jairuque/antiun-odoo-addons,
janetrp/antiun-odoo-addons,
juaniyyo/antiun-odoo-addons,
julioagf/crm,
kevin070982/crm,
kossovo/antiun-odoo-addons,
lanbide/crm,
larmar/crm,
lauragauto/crm,
lfreeke/crm,
lideritjnma/crm,
lincersolucoes/oca-crm,
ludolelarge/crm,
makeplerc/crm,
mamcode/crm,
meswapnilwagh/antiun-odoo-addons,
minhhq09/crm,
moblesmarti/crm,
molandtoxx/antiun-odoo-addons,
mozaik-association/crm,
murtuzasaleh/crm,
niulinlnc/crm,
ntsirintanis/crm,
odoocn/antiun-odoo-addons,
odoonz/crm,
odoousers2014/antiun-odoo-addons,
paulius-sladkevicius/antiun-odoo-addons,
pmfan/crm,
pragyachhabra/crm,
presenceverte/crm,
pscloud/crm,
repodevs/antiun-odoo-addons,
royalline1/crm,
rsullivan2704/crm,
rven/crm,
sadavarti/crm,
sadeqamin/crm,
sanube/crm,
savoirfairelinux/crm,
sc4you/antiun-odoo-addons,
scbrianti/crm,
sergiocorato/crm,
sewisoft/crm,
sgeerish/antiun-odoo-addons,
simmatica/antiun-odoo-addons,
sizquierdob/crm,
skeller1/crm,
sunshineLhj/crm,
sygel-technology/crm,
takinobori/oca-crm,
tbaptista/crm,
thinkopensolutions/oca-crm,
topecz/antiun-odoo-addons,
ursais/crm,
usmanfarzandali/crm,
v-garcies/crm,
versada/crm,
vincentchen/crm,
vjd8866/crm,
wahello/oca-crm,
xcgd/crm,
yucer/crm,
yulei321/crm,
and
zhuyangbin/crm |
<h1 class="title">NUTS Regions in CRM</h1>
<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" 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.png" /></a> <a class="reference external" href="https://github.com/OCA/crm/tree/14.0/crm_location_nuts"><img alt="OCA/crm" src="https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/crm-14-0/crm-14-0-crm_location_nuts"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/111/14.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p>This module adds the concept of NUTS region to the CRM main objects (lead,
opportunity), and propagate them through the workflow.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#usage" id="id1">Usage</a></li>
<li><a class="reference internal" href="#known-issues-roadmap" id="id2">Known issues / Roadmap</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id4">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id5">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li>
<li><a class="reference internal" href="#other-credits" id="id7">Other credits</a></li>
<li><a class="reference internal" href="#maintainers" id="id8">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<a name="usage"></a>
<h2><a class="toc-backref" href="#id1">Usage</a></h2>
<ul class="simple">
<li>Go to CRM configuration and enable "Leads"</li>
<li>Create a new Lead (or edit an existing one):</li>
<li>Set a contact name or a company name.</li>
<li>Set NUTS values as desired.</li>
<li>Save it an convert to opportunity.</li>
<li>In the dialog, choose <strong>Create a new customer</strong> and click create.</li>
<li>If you browse the new customer, the NUTS values should have been propagated.</li>
</ul>
<a name="known-issues-roadmap"></a>
<h2><a class="toc-backref" href="#id2">Known issues / Roadmap</a></h2>
<ul class="simple">
<li>It would be cleaner an more reusable to put the repeated methods and fields
into an abstract model.</li>
</ul>
<a name="bug-tracker"></a>
<h2><a class="toc-backref" href="#id3">Bug Tracker</a></h2>
<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_location_nuts%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
<a name="credits"></a>
<h2><a class="toc-backref" href="#id4">Credits</a></h2>
<a name="authors"></a>
<h3><a class="toc-backref" href="#id5">Authors</a></h3>
<ul class="simple">
<li>Tecnativa</li>
</ul>
<a name="contributors"></a>
<h3><a class="toc-backref" href="#id6">Contributors</a></h3>
<ul class="simple">
<li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul>
<li>Antonio Espinosa</li>
<li>David Vidal</li>
<li>Alexandre Díaz</li>
<li>Ernesto Tejeda</li>
</ul>
</li>
</ul>
<a name="other-credits"></a>
<h3><a class="toc-backref" href="#id7">Other credits</a></h3>
<ul class="simple">
<li>Icon park: <cite>Icon http://icon-park.com/icon/location-map-pin-orange3/</cite></li>
</ul>
<a name="maintainers"></a>
<h3><a class="toc-backref" href="#id8">Maintainers</a></h3>
<p>This module is maintained by the OCA.</p>
<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>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>This module is part of the <a class="reference external" href="https://github.com/OCA/crm/tree/14.0/crm_location_nuts">OCA/crm</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>