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crm_location_nuts

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
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<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 &quot;Leads&quot;</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>