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>
Odoo
Odoo is a suite of web based open source business apps.
The main Odoo Apps include an Open Source CRM, Website Builder, eCommerce, Warehouse Management, Project Management, Billing & Accounting, Point of Sale, Human Resources, Marketing, Manufacturing, ...
Odoo Apps can be used as stand-alone applications, but they also integrate seamlessly so you get a full-featured Open Source ERP when you install several Apps.
Getting started with Odoo
For a standard installation please follow the Setup instructions from the documentation.
To learn the software, we recommend the Odoo eLearning, or Scale-up, the business game. Developers can start with the developer tutorials