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CRM Won Restrict Per Stage

Project description

Beta License: AGPL-3 OCA/crm Translate me on Weblate Try me on Runboat

This module adds the possibility to set CRM stages that are being able to see the won button (hiding it for the rest). It also restricts to change to a won stage won from an stage that doesn’t have this check marked.

Table of contents

Configuration

To configure this module, you need to:

  1. Go to CRM –> Configuration –> Pipelines–> Stages

  2. Check or uncheck “Show Won Button”.

If you unchecked “Show Won Button”, on that stage disappears Won Button. Additionally, you won’t be able to change to won stage from a stage with this configuration.

When installing the module, all CRM stages created are set by default to “Show Won Button”.

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 to smash it by providing a detailed and welcomed feedback.

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

Credits

Authors

  • Tecnativa

Contributors

  • Tecnativa:

    • Carolina Fernandez

    • Pedro M. Baeza

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.

Current maintainer:

carolina-fernandez

This module is part of the OCA/crm project on GitHub.

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

Project details


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