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Odoo Studio Lite For CRM
Odoo Studio Lite for CRM is a powerful tool designed to simplify the creation of custom fields within Odoo CRM. By providing users the ability to quickly add personalized fields to their CRM leads, this module enhances flexibility and customization, allowing businesses to tailor their CRM system to better match their unique processes
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Features
Create Different Types of Fields
With Odoo Studio Lite for CRM, users can create a variety of field types for their CRM leads. Whether you need a simple text field (Char), numeric values (Integer, Float), boolean checkboxes, or more complex relationships like Many2One and Many2Many, this module provides an easy-to-use interface to configure fields from the front view.
Set Attributes with Fields
This feature enables users to set important attributes for each custom field, such as Readonly, Store, Indexed, Help, and Required. These attributes ensure that the fields are optimized for specific use cases and data integrity.
Set Widgets with Fields
Users can enhance the user experience by selecting and setting widgets for each field. The module supports a variety of widgets like Monetary, Many2Many Tags, Binary, Radio buttons, and Priority fields.
Set Specific Location of Fields
One of the key customization features of Odoo Studio Lite for CRM is the ability to set the precise location of each field within the lead form. This allows users to organize fields in a way that best suits their workflow, ensuring that important information is always easy to find and access.
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1.) Access Rights for Creating a Custom Field
To enable users to create custom fields, they must be granted access by assigning the "Lead Custom Field" group.
Navigation : Settings → Users & companies → User
2.) Create Field Button
The "Create Field" button provides users with an intuitive popup interface to define and configure new fields, including specifying field types, labels, and extra properties.
Navigation : CRM → Pipelines(Lead)
3.) Lead Custom Field Setup
Users can define all aspects of a custom field, including the name, label, type, widget, and position. This complete setup process ensures that every custom field fits perfectly within the CRM system.
4.) Lead Custom Field Created
Once the custom field is created, it appears within the CRM lead form, exactly where the user specified.
Navigation : CRM → Pipelines(Lead)
5.) Field Types
The module supports various field types, such as text, numeric, and date fields, giving businesses the flexibility to capture different kinds of data in the most efficient format.
Navigation : CRM → Pipelines(Lead) → Lead Custom Fields
6.) Assign Relation Model
Users can assign relation models to custom fields, enabling the creation of Many2Many relationships between leads and other models in the CRM, which helps in managing more complex data structures.
Navigation : CRM → Pipelines(Lead) → Lead Custom Fields
7.) Set Widget
For fields with Many2Many relationships, users can set widgets like "Many2Many Tags" to make data input more user-friendly and visually appealing.
Navigation : CRM → Pipelines(Lead) → Lead Custom Fields
8.) CRM Custom Field Display
Once set up, custom fields are fully integrated into the CRM pipeline, allowing users to view and edit the information directly within the lead details, streamlining the workflow.
Navigation : CRM → Pipelines(Lead)
User Guide
