Custom Fields for Opportunities v.17
The tool to add new fields for Odoo CRM opportunities without any technical knowledge
Often Odoo opportunity fields are not enough to reflect your sales specifics and CRM use cases, while customization requires developer competencies. This tool is introduced to make everything as simple as creating a new document in Odoo. The app lets you prepare new opportunity properties fast and comfortably.
- the core app to add fields for opportunities and locate those on backend interfaces. Its price is 10€.
- free extension to make external users fill custom opportunity fields in the contact us form. The features assumed by this add-on are marked by the icon
New opportunity fields without technical knowledge
In order to add a new column for Odoo CRM opportunities, just prepare a custom field. Nothing else is required! Find the app menus under CRM > Configuration. The rights to create custom fields belong to the sales managers.
Simple interface placement
Choose an interface location for a new field from a closed list to structure properties for users. Make fields required to be entered by merely checking a related box.
Custom inputs for the contact us form
Optionally add new opportunity fields also to the website contact us form by defining 'input form placement' for those fields.
Complementary typology of leads
The tool introduces complementary opportunities' typology. Show fields for leads only of specific types, and do not show for others. Thus, the set of columns for 'b2b' and 'b2c' opportunities might be different.
High variety of field types
Single line text (char), simple text without formatting (text), rich text (HTML-formatted text), integer or float numbers, drop-down choice with your own options (selection), checkbox (boolean), date or date and time, binary (a file to upload), reference to another Odoo document (e.g. for a sales order, contact; many2one).
Compatible with standard Odoo features
Custom fields might be used in Odoo's advanced opportunities search to add new filters. It is possible to import and export custom properties. Developers can use custom fields in their scripts and view adaptations.
Odoo demonstration databases (live previews)
For this app, we might provide a free personalized demo database.
No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.
By your request, we will prepare an individual live preview database, where you would be able to apply any tests and check assumptions for 14 days.
Bug reporting
In case you have faced any bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes within 60 days after the purchase, while even after this period we are strongly interested to improve our tools.
No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.
Please include in your request as many details as possible: screenshots, Odoo server logs, a full description of how to reproduce your problem, and so on. Usually, it takes a few business days to prepare a working plan for an issue (if a bug is confirmed) or provide you with guidelines on what should be done (otherwise).
Public features requests and module ideas (free development)
We are strongly motivated to improve our tools and would be grateful for any sort of feedback. In case your requirements are of public use and might be efficiently implemented, the team would include those in our to-do list.
Such a to-do list is processed on a regular basis and does not assume extra fees. Although we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.
No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.
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