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Department field in customer contact?

Hi,

How to enable department field in customer contact in Odoo 8?
Thank you!

Best regards,
Gordon

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4 Answers
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David Tran
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Echelon ERP Sysadmin wrote:
Thanks for your response. I wanted to track customers' departments….e.g. sales, accounts, warehouse, support…

If such the case, just add char field instead of many2one field in Step 2. See attached screen shot Selection_183.png


I have edited my answer above.

Department field in customer contact

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David Tran
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If you did mean HR Department of your company, you can follow my step-by-step instruction below:

Step 1. Adding a new field (called Department) into res.partner model:

  1. Navigate to menu Settings > Technical > Database Structure > Models to find the res.partner record using keyword res.partner
  2. Open the found record, press "Edit" button then click "Add an item" link in the bottom of the Field tab to open the field creation window.
  3. Fill in the window form as in the attached screen shot Selection_181.png
  4. Save and close both the field creation form and the model form

Step 2: Adding the newly createe x_department_id above to the partner form view:

  1. Navigate to Settings > Technical > User Interface > Views to find the view view_partner_form
  2. Open it and Edit as below:
  3. In the Architecture tab, Find:
                                
    Add after:
                                
    See attached screen shot Selection_182.png
  4. Save and close the form and you are done. The field has been added below website field on the partner form


EDIT

If you meant to track customer's department.


In such the case, just add char field instead of many2one field in Step 2. See attached screen shot Selection_183.png


Hope this helps.

Department field in customer contact

Department field in customer contact

Department field in customer contact

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got the field added successfully. thank you!

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Hi,

Thanks for your response. I wanted to track customers' departments….e.g. sales, accounts, warehouse, support…

cheers
Gordon

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