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| author | David Beguin <dbe@odoo.com> | 2018-12-10 16:37:29 +0000 |
|---|---|---|
| committer | David Beguin <dbe@odoo.com> | 2019-01-23 13:49:54 +0000 |
| commit | 73e9647b06988ee43100e9d953c1335b7bac474b (patch) | |
| tree | 28489df5342b8deb2687d74f5872e724aa17ba4b /doc/reference/forms | |
| parent | 04fcbc7b2291f8e64a0cf2b270134608f27b9e7a (diff) | |
[IMP] crm : prefill partner info based on opportunity info
If the user is creating a res.partner from the partner_id m2o on crm.lead,
prefill contact information from the opp in it
(email, phone, mobile, street, street2, etc.).
If 'contact_name' is set on crm.lead, the created res.partner should have:
> is_company = False
> name = contact_name (from crm.lead)
> company_name = company_name (from crm.lead)
If 'contact_name' is not set on crm.lead, the created res.partner should have:
> is_company = True
> name = company_name (from crm.lead)
Task ID : 1908622
Closes PR #29461
Diffstat (limited to 'doc/reference/forms')
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