===========================
Tracking Fields in Partners
===========================
..
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This module extends the functionality of the CRM to support having the tracking
fields available in the partner and copy them there automatically when the
partner is created from a lead/opportunity.
**Table of contents**
.. contents::
:local:
Usage
=====
To use this module, you need to:
#. Go to **CRM > Leads > Create**.
#. Fill the required fields.
#. Go to **Extra Info > Tracking** and fill those 3 fields.
#. **Save**.
#. **Convert to Opportunity**.
#. Choose the option **Customer > Create a new customer**.
#. **Create Opportunity**.
#. Click on the name of the newly linked partner.
#. Go to tab **Sales & Purchases**.
#. There you have the new fulfilled fields.
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:%20marketing_crm_partner%0Aversion:%2016.0%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
~~~~~~~~~~~~
* `Tecnativa <https://www.tecnativa.com>`__:
* Rafael Blasco <rafael.blasco@tecnativa.com>
* Jairo Llopis <jairo.llopis@tecnativa.com>
* Vicent Cubells <vicent.cubells@tecnativa.com>
* David Vidal <david.vidal@tecnativa.com>
* Cristina Martin R. <cristina.martin@tecnativa.com>
* Marcel Savegnago <marcel.savegnago@escodoo.com.br>
* Ahmet Yiğit Budak <yigit@altinkaya.com.tr>
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/16.0/marketing_crm_partner>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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"description": "===========================\nTracking Fields in Partners\n===========================\n\n.. \n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! This file is generated by oca-gen-addon-readme !!\n !! changes will be overwritten. !!\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! source digest: sha256:8c7944e9cbd4ae7af3477648c31f4c5fe81bd9f68d7fcd6a7853528edec60887\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/16.0/marketing_crm_partner\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-16-0/crm-16-0-marketing_crm_partner\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=16.0\n :alt: Try me on Runboat\n\n|badge1| |badge2| |badge3| |badge4| |badge5|\n\nThis module extends the functionality of the CRM to support having the tracking\nfields available in the partner and copy them there automatically when the\npartner is created from a lead/opportunity.\n\n**Table of contents**\n\n.. contents::\n :local:\n\nUsage\n=====\n\nTo use this module, you need to:\n\n#. Go to **CRM > Leads > Create**.\n#. Fill the required fields.\n#. Go to **Extra Info > Tracking** and fill those 3 fields.\n#. **Save**.\n#. **Convert to Opportunity**.\n#. Choose the option **Customer > Create a new customer**.\n#. **Create Opportunity**.\n#. Click on the name of the newly linked partner.\n#. Go to tab **Sales & Purchases**.\n#. There you have the new fulfilled fields.\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:%20marketing_crm_partner%0Aversion:%2016.0%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* `Tecnativa <https://www.tecnativa.com>`__:\n\n * Rafael Blasco <rafael.blasco@tecnativa.com>\n * Jairo Llopis <jairo.llopis@tecnativa.com>\n * Vicent Cubells <vicent.cubells@tecnativa.com>\n * David Vidal <david.vidal@tecnativa.com>\n * Cristina Martin R. <cristina.martin@tecnativa.com>\n * Marcel Savegnago <marcel.savegnago@escodoo.com.br>\n * Ahmet Yi\u011fit Budak <yigit@altinkaya.com.tr>\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/16.0/marketing_crm_partner>`_ 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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