• CRM Custom Fields
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  • About Module


    This module useful to create dynamic fields in CRM (Customer Relationship Management) without any technical knowledge. Easy to use. Specify basic things and fields added in the form view.



    Features


    • 1) Add custom 'Tab' in CRM Form View,(Latest Version 1.0.3).
    • 2) Add custom field on CRM Form View.
    • 3) Easy to specify the position of fields.
    • 4) Multiple fields type available.
    • 5) The widget is also given for many to one and many to many fields.
    • 6) Selection widget for many to one field.
    • 7) Radio widget for a selection field.
    • 8) Phone, URL, email widget for char fields.
    • 9) Image widget for the binary field.
    • 10) Tags or checkboxes widget for many to many fields.
    • 11) Other features like help text (hint text), required field, copied field.
    • 12) Very easy to use.
    • 13) Easy to edit or delete any fields.
    • 14) Easy to give access to fields to specific groups.

    Latest Features (1.0.3)


    • 1)Custom Tab: Easy to add a custom Tab in CRM form view.

    Latest Features


    • 1)Many to many: Binary widget added (Binary widget useful to give more than 1 one attachments).
    • 2)Float Time: Float time widget added to track time (hours: minutes).
    • 3)Text: Html widget added which will be useful to get an HTML interface on the text field.
    • 4)Priority: This feature added to add a priority view.
    • 5)Domain: This feature added for many to one and many to many fields. this will help you to filter records of the selected model. let's say you have selected contacts model and you want to filter only customers. so you can easily do using this feature.
    • 6)Checkboxes: This feature added to select multiple values from the model. in this, you will see all options with a tickbox. you can tick multiple items.

    Versions


    • v13.0
    • v12.0
    • v11.0

    Installations


    1) You will receive the link to download the zip file of the module pls download it.

    2) Extract the zip file, you will see a folder named ‘sh_crm_custom_fields’

    3) Copy and paste this folder inside your Odoo Addons path / Custom Addons Path.

    4) Now, open the odoo as Developer Mode

    5) Go to Apps menu and click on ‘Update Modules List’, Press Update Button

    6) In the search bar, search ‘sh_crm_custom_fields’

    7) Click on ‘Install’ to install it.

    Custom Fields Workflow


    Set User rights to(Administrator) allow add custom field inside CRM.

    Set User rights to(User) allow add custom field inside CRM.

    Click on "Add Custom Field" to add a new field inside the CRM form.

    Assign Field Id, Label, Type, Position Field Name, Widget, Position, Field Help, Set Required or not, field copy or not, and Set Field Access Rights group-wise into Pop Up and click on "Create Field" button.

    Char field with "email" widget.

    Field added to the CRM, enter email to save Personal Email.

    Set type as selection and enter options as per requirement, widget set to the radio.

    Radio selection option set to the CRM.

    Many to many fields with model and widget set to "checkboxes".

    Many to many fields with widget "checkboxes" set to CRM form.

    Many to one field with select model, widget "selection" set.

    It does not allow new create or edit from the selection.

    From custom field list on "Delete" action all selected custom field can be deleted.

    Custom field list created for Lead.

    Many to many: Binary widget added (Binary widget useful to give more than 1 one attachments).

    Float: Float time widget added to track time (hours: minutes).

    Text: Html widget added which will be useful to get html interface on the text field.

    Priority: This feature added to add a priority view.

    Domain Many to many: This feature added for many to many fields. this will help you to filter records of the selected model. let's say you have selected contacts model and you want to filter only customers. so you can easily do using this feature.

    After you click the "Add filter" button, it will show you as like below, Add Domain as shown below.

    many to many field output looks like below.

    Domain Many to one: This feature added for many to one fields. this will help you to show records of the selected model. let's say you have selected contacts model and you want to show the only contact of the management department. so you can easily do using this feature.

    After you click the "Add filter" button, it will show you as like below, Add Domain as shown below.

    Many to one filed show look like below.

    Checkboxes: This feature added to select multiple values from the model. in this, you will see all options with a tickbox. you can tick multiple items.

    Many to many Checkboxes output is look like below.

    Custom Tab Workflow


    'Add Custom Tab' Button in CRM form view.

    After click that button one wizard will popup. where you can set tab name, label, groups, tab, and position and click 'Create Tab'.

    'Other Info' Tab is created.

    For adding the field in custom tab click 'Add custom field' and add field name, label, type, tab(Other Info) and click 'Create field' Now The custom field 'Ref' is created In Backend.

    'Add Fields From Lead' Button in CRM Oppertunity form view.

    Merge Field Of Lead To Opportunity In CRM.

    'Contact Ref' Tab is created In Lead Tab Field Through Opportunity.

    'Lead Custom Field' menu in the CRM configuration. where you can see the list of custom Fields.

    'Lead Custom Tab' menu in the CRM configuration. where you can see the list of custom Tab.

    'Oppertunity Custom Tab' menu in the CRM configuration. where you can see the list of custom Tab.

    'Oppertunity Field' menu in the CRM configuration. where you can see the list of custom Fields.

    Support

    You will get free support and assistance in case of any issues