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CRM Lead View Type Restriction
CRM View Type Restriction provides administrators with flexible control over the View Type option in the CRM Lead interface. It allows the View Type option to be managed for individual users based on their roles and requirements. When the restriction is enabled, the View Type option is removed from the CRM Lead view, preventing users from changing or selecting different view types. The module works independently of existing CRM access rights and standard Odoo security permissions.
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Features
CRM View Type Option Restriction
Control the visibility of the View Type option in the CRM Lead interface for individual users. When restricted, the selected user cannot change or select different view types from the CRM Lead screen. This provides better control over the CRM interface based on user requirements.
User-Specific View Type Control
Configure View Type visibility independently for each CRM user without changing standard CRM access rights. The restriction works alongside existing Odoo security permissions and focuses only on hiding the View Type option. This helps maintain a clean and controlled CRM Lead interface.
Screenshot
1.)Admin View Type Access Right
Go to Settings and open the Users menu to configure the CRM access rights. Select the required user and locate the CRM Lead/Opportunity: View Types option. Set the View Types to All Views to provide access to all available CRM views. This allows the user to access views in Pipeline, Leads, and Forecast.
Navigation : settings → Users & Companies → Users
2.)My Pipeline
Go to CRM and open Sales → My Pipeline to view the available CRM Pipeline views. You can see that multiple views are accessible to the user, such as Kanban, List, Calendar, Activity, and Graph views. Since the CRM Lead/Opportunity: View Types option is set to All Views, the user can access all configured Pipeline views.
Navigation : CRM → Sales → Pipeline
3.)My Activity
Go to CRM and open My Activities to view the available CRM activity views. You can see that multiple views are accessible to the user, such as Kanban, List, Calendar, Activity, and Graph views. Since the CRM Lead/Opportunity: View Types option is set to All Views, the user can access all available Activity views.
Navigation : CRM → Sales → My Activity
4.)Forcasting
Open CRM → Reporting → Forecasting to view the available Forecasting views. You can see that multiple views are accessible to the user, such as Kanban, List, Calendar, Activity, and Graph views. Since the CRM Lead/Opportunity: View Types option is set to All Views, the user can access all available Forecasting views.
Navigation : CRM → reporting → Forcasting
5.)Pipeline
In the Pipeline view, you can see that all available CRM views are accessible to the user, such as Kanban, List, Calendar, Activity, and Graph views. Since the CRM Lead/Opportunity: View Types option is set to All Views, the user can access all configured Pipeline views.
Navigation : CRM → reporting → Pipeline
6.)Leads
The Leads view displays all available CRM views for the user, including Kanban, List, Calendar, Activity, and Graph views. Since the CRM Lead/Opportunity: View Types option is set to All Views, the user can access all configured Leads views. This provides complete visibility and flexibility when managing CRM leads.
Navigation : CRM → reporting → Leads
7.)User View Type Access Right For CRM
Open Settings and select the required user to configure the CRM access rights. Locate the CRM Lead/Opportunity: View Types option and set it to No. This restricts the user from accessing the additional CRM views such as Kanban, Calendar, Activity, and Graph. The user will only have access to the permitted default view.
Navigation : settings → Users & Companies → Users
8.)Pipeline
The Pipeline menu displays only the List view for the user. Since the CRM Lead/Opportunity: View Types access right is set to No, other CRM views are restricted. Views such as Kanban, Calendar, Activity, and Graph are no longer visible. This helps administrators limit unnecessary view access based on user roles. The user can continue working with the available List view without accessing restricted views.
Navigation : CRM → Sales → My Pipeline
9.) My Activity
The My Activities menu displays only the List view for the user. Since the CRM Lead/Opportunity: View Types access right is set to No, other available views are restricted. Views such as Kanban, Calendar, Activity, and Graph are no longer visible. This ensures that the user can access only the permitted List view. It also helps administrators maintain controlled and role-based CRM view access.
Navigation : CRM → Sales → My Activity
10.)Forcasting
Forecasting menu displays only the List view for the user. Since the CRM Lead/Opportunity: View Types access right is set to No, other available views are restricted. Views such as Kanban, Calendar, Activity, and Graph are no longer visible. This ensures that the user can access only the permitted List view. It also helps administrators maintain controlled and role-based CRM view access.
Navigation : CRM → reporting → Forcasting
11.)Pipeline Analiysis
The Pipeline Analysis menu displays only the List view for the user. Since the CRM Lead/Opportunity: View Types access right is set to No, other available views are restricted. Views such as Kanban, Calendar, Activity, and Graph are no longer visible. This ensures that the user can access only the permitted List view. It also helps administrators maintain controlled and role-based CRM view access.
Navigation : CRM → reporting → Pipeline
12.)Lead Analysis
The Leads Analysis menu displays only the List view for the user. Since the CRM Lead/Opportunity: View Types access right is set to No, other available views are restricted. Views such as Kanban, Calendar, Activity, and Graph are no longer visible. This ensures that the user can access only the permitted List view. It also helps administrators maintain controlled and role-based CRM view access.
Navigation : CRM → reporting → Leads
User Guide
