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Operating Unit in CRM

Beta License: LGPL-3 OCA/operating-unit Translate me on Weblate Try me on Runbot

This module introduces the following features:

  • Adds the Operating Unit (OU) to the Lead.
  • The user’s default Operating Unit (OU) is proposed at the time of creating the Lead / Opportunity.
  • Security rules are defined to ensure that users can only see the Opportunity / Lead of that Operating Units in which they are allowed access to.

Table of contents

Bug Tracker

Bugs are tracked on GitHub Issues. 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 feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • ForgeFlow
  • Serpent Consulting Services Pvt. Ltd.

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

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.

This module is part of the OCA/operating-unit project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.