===============================
Firstname and Lastname in Leads
===============================
..
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github
:target: https://github.com/OCA/crm/tree/17.0/crm_lead_firstname
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:alt: Try me on Runboat
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This module extends the functionality of CRM leads to support split
first and last name fields for contacts and allow you to port that
information to and from partners. Since leads are expected to create
partners only when needed and after information is correctly set up, in
leads there is no inverse logic to transform the old single name in the
new split names automatically. The old single name will simply be the
firstname now.
**Table of contents**
.. contents::
:local:
Installation
============
To install this module, you need to:
- Install
`OCA/partner-contact <https://github.com/OCA/partner-contact>`__
repo.
Usage
=====
To use this module, you need to:
- Go to *CRM > Leads > Leads > Create*.
- You have the new split fields *Firstname* and *Lastname*. Fill them.
- Press *Convert to Opportunity*.
- In *Related Customer* choose *Create a new customer*.
- Press *Create Opportunity*.
- In the new opportunity, go to *Followup* tab. There are the new
fields too.
- If you go to the partner you just created, you will see that its
first and last names match those in the lead.
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/crm/issues/new?body=module:%20crm_lead_firstname%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Do not contact contributors directly about support or help with technical issues.
Credits
=======
Authors
-------
* Tecnativa
Contributors
------------
- Rafael Blasco
- Jairo Llopis
- Raf Ven <raf.ven@dynapps.be>
- Nikos Tsirintanis <ntsirintanis@therp.nl>
Maintainers
-----------
This module is maintained by the OCA.
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.
This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/17.0/crm_lead_firstname>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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"description": "===============================\nFirstname and Lastname in Leads\n===============================\n\n.. \n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! This file is generated by oca-gen-addon-readme !!\n !! changes will be overwritten. !!\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! source digest: sha256:431dad68dc372073075482a0f85b6de27bde781f773cf048cc7e48474f909d61\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n\n.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png\n :target: https://odoo-community.org/page/development-status\n :alt: Beta\n.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png\n :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html\n :alt: License: AGPL-3\n.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github\n :target: https://github.com/OCA/crm/tree/17.0/crm_lead_firstname\n :alt: OCA/crm\n.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png\n :target: https://translation.odoo-community.org/projects/crm-17-0/crm-17-0-crm_lead_firstname\n :alt: Translate me on Weblate\n.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png\n :target: https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=17.0\n :alt: Try me on Runboat\n\n|badge1| |badge2| |badge3| |badge4| |badge5|\n\nThis module extends the functionality of CRM leads to support split\nfirst and last name fields for contacts and allow you to port that\ninformation to and from partners. Since leads are expected to create\npartners only when needed and after information is correctly set up, in\nleads there is no inverse logic to transform the old single name in the\nnew split names automatically. The old single name will simply be the\nfirstname now.\n\n**Table of contents**\n\n.. contents::\n :local:\n\nInstallation\n============\n\nTo install this module, you need to:\n\n- Install\n `OCA/partner-contact <https://github.com/OCA/partner-contact>`__\n repo.\n\nUsage\n=====\n\nTo use this module, you need to:\n\n- Go to *CRM > Leads > Leads > Create*.\n- You have the new split fields *Firstname* and *Lastname*. Fill them.\n- Press *Convert to Opportunity*.\n- In *Related Customer* choose *Create a new customer*.\n- Press *Create Opportunity*.\n- In the new opportunity, go to *Followup* tab. There are the new\n fields too.\n- If you go to the partner you just created, you will see that its\n first and last names match those in the lead.\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues <https://github.com/OCA/crm/issues>`_.\nIn case of trouble, please check there if your issue has already been reported.\nIf you spotted it first, help us to smash it by providing a detailed and welcomed\n`feedback <https://github.com/OCA/crm/issues/new?body=module:%20crm_lead_firstname%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.\n\nDo not contact contributors directly about support or help with technical issues.\n\nCredits\n=======\n\nAuthors\n-------\n\n* Tecnativa\n\nContributors\n------------\n\n- Rafael Blasco\n- Jairo Llopis\n- Raf Ven <raf.ven@dynapps.be>\n- Nikos Tsirintanis <ntsirintanis@therp.nl>\n\nMaintainers\n-----------\n\nThis module is maintained by the OCA.\n\n.. image:: https://odoo-community.org/logo.png\n :alt: Odoo Community Association\n :target: https://odoo-community.org\n\nOCA, or the Odoo Community Association, is a nonprofit organization whose\nmission is to support the collaborative development of Odoo features and\npromote its widespread use.\n\nThis module is part of the `OCA/crm <https://github.com/OCA/crm/tree/17.0/crm_lead_firstname>`_ project on GitHub.\n\nYou are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.\n",
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