We have done the customization in Odoo CRM module. It will show all the match view leads in tree view image. Ex: I had applied group by Email,  it is showing me all the view leads by Email. After converting the duplicate lead to opportunity, the duplicate lead will show in Merge Lead notebook in Opportunity stage. Select the field to filter view leads and select the period, it will filter the record from the selected period and based on selected fields.

[email protected], Copyright © 2019 Planet-Odoo | All Rights Reserved. In this article, i am going to explain how to create a custom Dashboard in Odoo. popular Backend-end framework for developing responsive, mobile In CRM, student details coming from the college website are captured into the Odoo system. It will show all leads in the tree view. We design customized Odoo ERP dashboards for retail, manufacturing, construction, and other various industries. In odoo11 we need to install dashboard before use it. Click on filter selection button, then click on Add Custom Filter button to filter. In CRM, student details coming from the college website are captured into the Odoo system. Then it will check the duplicate lead with name & email, all the duplicate lead which is having same name & email it will show in Opportunities or you can check duplicate lead based on selected merged with. It also handles all the faculty, diploma, certification and activities related details. Dashboards allow you to take information that you need to look at frequently and put it together in one place. Click on any one record to check the view lead detail. Step 1 :-> For creating a dashboard you need to create a model (custom.sales.dashboard in my case) and add some … There are two ways Period/From To Date, if you want to record by day, week, month select Period with Number of days, week, month based on that it will give record, From To date it will give record by day wise only, if we select period, From To Date will be invisible & vise versa. Unlike advanced business intelligence tools, dashboards are designed for quick analysis and informational awareness.With the help of dashboard we can handle widgets.Some products that aim to integrate information from multiple components into a unified display refer to themselves as dashboards.

first projects on the web. Customized Odoo CRM Dashboards and Reports | College CRM; September 27, 2018 - 0 comments - Odoo CRM - Odoo, Odoo CRM, Odoo CRM Customization. After clicking on Convert Stage to the button, if you select convert stage delayed or Dead to convert lead click on CONVERT STAGE button. After open, the form view clicks on CONVERT STAGE TO button to check the duplicate leads.

Refresh the browser then click on dashboard. After the check, the detail of view lead click on view leads to go back to the filter lead/report record. To apply custom filter first click on search Plus bar to show the filter selection button. 424 Neo Corporate Plaza Cabin A,Ramchandra Lane Extention, Malad West The record is saved next time you can use this filtered view lead report, every time you don’t have to create the same filter, it will save all the filter record which you have created. Ex: I had applied group by Email,  it is showing me all the view leads by Email. It will show all the match view leads from lead’s list view in the tree view, click on any one record to check the view lead detail. Odoo's unique value proposition is to be at the same time very easy to use and fully integrated. To check the view lead detail click on any one view leads from the tree view. To Remove the filter click on cancel in the search bar. Odoo's unique value proposition is to be at the same time very easy to use and fully integrated. Click on the group by selection button, then click on add custom group button to group by. I am very angry beacause it does not meet our expectations After clicking on Convert Stage To button in lead form view to check duplicate lead, if there is no duplicate lead it will automatically select Convert to opportunity, then select the convert stage field and click on CONVERT STAGE For example, users can create dashboard items to show data from computation of different odoo model fields or to show data from multiple odoo models in one item. After click on Add Custom group button in the above image, then select the field which you have to Group By in the view leads. Leads by certifications: Graphical view of leads captured per certification in descending order. We can use the dashboard module to quickly handle common widget. They can usually be found in the.