Noe Antoine
26203f194a
Reduce friction submitting a CRM contact us form while linking the lead to the portal contact.This facilitates the flow generating leads from the contact us form. The partner_id of the lead created from form is set to the one of the logged visitor if model is crm.lead and there is a logged_visitor and if the prefilled email and phone number of form match the logged partner's (otherwise it would change the partner when setting it on lead In details : there must be an email, the same in input and in partner, after normalization. Only then: - If there are both a phone in values and a phone on partner, propagate partner on lead only if they are the same. - Else, that is if there is no phone in partner or no phone in values, propagate partner on lead. If no phone in input, it will not propagate. on the model. If no phone in partner, then if there is one in input, it will write that additional info on partner, completing its profile. Concerning phone comparison: extending current logic, the numbers are still formatted before comparison. That is: - Before this comit, the form value was formatted according to country in record or geoip. Now, if there is no country_id in record, uses the logged visitor partner's country or env company country, if there is a logged user. Finally, it uses session geoip as last option. (changes in _get_country()) - The partner's number is formatted through its model function _phone_format, according to the partner country (or env company). - Both formattings are done in international format. Adds tours to check that partner is linked to lead only if phone and email are not changed from prefilled data (from logged visitor's partner on form. Task-ID : 2241639 PR : #61126 Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Your Contact Form
Integrate contact forms with your leads
This simple application integrates a contact form in your "Contact us" page. Forms submissions create leads automatically in Odoo CRM.
Easy Contact Page
Get your leads filled up automatically with your contact form integration. This application allows a better qualification of the lead which is perfect to link them to marketing campaigns.