Limit Contacts Visible to Salesperson in ODOO

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  • Опубліковано 26 гру 2024

КОМЕНТАРІ • 28

  • @Kris_Angelo
    @Kris_Angelo 5 місяців тому +1

    Thank you again. this was very helpful..

  • @techflow-0007
    @techflow-0007 4 місяці тому +2

    how to make the uid m2m field so I can assign more than one salesperson to same contact?

    • @odoo-it-yourself
      @odoo-it-yourself  4 місяці тому

      Happy to help! So you'd want to go into studio, add a many2many that's linked to users and then change the widget to many2many tags.

  • @zackfromAMP
    @zackfromAMP 4 місяці тому +1

    Great video, do you think you could make a video on attendance?

    • @odoo-it-yourself
      @odoo-it-yourself  4 місяці тому +1

      I'm looking into doing this, Zack. Thanks for asking!

  • @husamothman1
    @husamothman1 5 місяців тому +1

    In Odoo Community Edition,
    What's the max storage allowed, max users?
    And how do I edit the login page and remove odoo related stuff?

    • @odoo-it-yourself
      @odoo-it-yourself  5 місяців тому

      Hmmm...I couldn't speak to the first two as those are probably pretty high and I haven't seen them stated, but for your login page, you could edit the view.

    • @husamothman1
      @husamothman1 5 місяців тому +1

      @@odoo-it-yourself thanks man

    • @odoo-it-yourself
      @odoo-it-yourself  5 місяців тому

      @@husamothman1 Glad to help. Do you know how to find the view?

  • @muhanadtur8785
    @muhanadtur8785 5 місяців тому

    Very nice job! However, the issue with the current approach is that if there is a related field in another model that references the contacts, users can still access that contact through this field. For example, this can happen in a sales order, invoice, project, etc. I had a customer who needed to restrict the visibility of certain contacts to specific users. To address this, I developed a module that allows for assigning particular users to view a contact.

    • @odoo-it-yourself
      @odoo-it-yourself  5 місяців тому +1

      Thank you and that is a very fair point. Truthfully, it's an incomplete solution overall. You'd want to limit other pieces as well.

  • @kylebriffa7
    @kylebriffa7 5 місяців тому

    Similarly, how can you hide particular fields in the form view for different groups?
    Thank you

    • @hunain_ak
      @hunain_ak 5 місяців тому +1

      assign group to that field

    • @odoo-it-yourself
      @odoo-it-yourself  5 місяців тому +1

      Yep! Go into studio and look in the left hand panel when you select the field.

  • @Mystories806
    @Mystories806 3 місяці тому +1

    Cool

  • @MANIKANDANMMARIAPPAN
    @MANIKANDANMMARIAPPAN 5 місяців тому +1

    Hi Please provide video for MO set draft state like mo product configured in MTO and we create sale order mo generated in confirm state we need draft state

    • @odoo-it-yourself
      @odoo-it-yourself  5 місяців тому +1

      You're wanting to just be able to use a server action to move an MO back to draft state?

    • @MANIKANDANMMARIAPPAN
      @MANIKANDANMMARIAPPAN 5 місяців тому +1

      @@odoo-it-yourself I will try if possible share with me the procedure

    • @MANIKANDANMMARIAPPAN
      @MANIKANDANMMARIAPPAN 5 місяців тому +1

      @@odoo-it-yourself yes I am done but transfer and purchase created how to restrict

    • @odoo-it-yourself
      @odoo-it-yourself  5 місяців тому

      That would be a simple enough server action. Are you wanting it to do anything else?

    • @MANIKANDANMMARIAPPAN
      @MANIKANDANMMARIAPPAN 5 місяців тому

      @@odoo-it-yourself yes I want to prevent create mo and transfer like pick and store finish product operation and purchase order.

  • @ashishg202003
    @ashishg202003 5 місяців тому +1

    Very nice and many thanks. Pl also suggest a video on how make a periodic inventory valuation report.
    Pl share your email id to share the sample format.

    • @odoo-it-yourself
      @odoo-it-yourself  5 місяців тому

      You should be able to export the valuation. What else are you hoping to do?

    • @ashishg202003
      @ashishg202003 5 місяців тому

      @@odoo-it-yourself yes but I want the data in export like
      Opening Balance. Purchase. MFG Consumption. Closing Balance
      In columnar register

    • @odoo-it-yourself
      @odoo-it-yourself  5 місяців тому

      You should be able to do a custom export for that or a custom report. Essentially, you'd be grouping by product or perhaps by incoming lot, depending on what you're wanting to do.

    • @ashishg202003
      @ashishg202003 5 місяців тому

      @@odoo-it-yourself can you make a video on it