[17.0][MIG] marketing_crm_partner: Migration to 17.0 #603
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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.
Method name has changed
Currently translated at 100.0% (9 of 9 strings) Translation: crm-11.0/crm-11.0-marketing_crm_partner Translate-URL: https://translation.odoo-community.org/projects/crm-11-0/crm-11-0-marketing_crm_partner/de/
Currently translated at 100.0% (9 of 9 strings) Translation: crm-11.0/crm-11.0-marketing_crm_partner Translate-URL: https://translation.odoo-community.org/projects/crm-11-0/crm-11-0-marketing_crm_partner/gl/
Currently translated at 100.0% (6 of 6 strings) Translation: crm-12.0/crm-12.0-marketing_crm_partner Translate-URL: https://translation.odoo-community.org/projects/crm-12-0/crm-12-0-marketing_crm_partner/pt_BR/
Since odoo/odoo@e183393, we need to reassign the partner to the lead, as the method doesn't do it by itself.
Currently translated at 100.0% (6 of 6 strings) Translation: crm-12.0/crm-12.0-marketing_crm_partner Translate-URL: https://translation.odoo-community.org/projects/crm-12-0/crm-12-0-marketing_crm_partner/hr/
Currently translated at 100.0% (6 of 6 strings) Translation: crm-12.0/crm-12.0-marketing_crm_partner Translate-URL: https://translation.odoo-community.org/projects/crm-12-0/crm-12-0-marketing_crm_partner/ca/
Currently translated at 100.0% (6 of 6 strings) Translation: crm-12.0/crm-12.0-marketing_crm_partner Translate-URL: https://translation.odoo-community.org/projects/crm-12-0/crm-12-0-marketing_crm_partner/es/
Currently translated at 83.3% (5 of 6 strings) Translation: crm-12.0/crm-12.0-marketing_crm_partner Translate-URL: https://translation.odoo-community.org/projects/crm-12-0/crm-12-0-marketing_crm_partner/it/
Currently translated at 100.0% (6 of 6 strings) Translation: crm-12.0/crm-12.0-marketing_crm_partner Translate-URL: https://translation.odoo-community.org/projects/crm-12-0/crm-12-0-marketing_crm_partner/sl/
Currently translated at 100.0% (6 of 6 strings) Translation: crm-13.0/crm-13.0-marketing_crm_partner Translate-URL: https://translation.odoo-community.org/projects/crm-13-0/crm-13-0-marketing_crm_partner/es_AR/
Currently translated at 100.0% (6 of 6 strings) Translation: crm-14.0/crm-14.0-marketing_crm_partner Translate-URL: https://translation.odoo-community.org/projects/crm-14-0/crm-14-0-marketing_crm_partner/it/
Currently translated at 100.0% (9 of 9 strings) Translation: crm-15.0/crm-15.0-marketing_crm_partner Translate-URL: https://translation.odoo-community.org/projects/crm-15-0/crm-15-0-marketing_crm_partner/es/
Currently translated at 100.0% (9 of 9 strings) Translation: crm-15.0/crm-15.0-marketing_crm_partner Translate-URL: https://translation.odoo-community.org/projects/crm-15-0/crm-15-0-marketing_crm_partner/it/
Currently translated at 100.0% (9 of 9 strings) Translation: crm-16.0/crm-16.0-marketing_crm_partner Translate-URL: https://translation.odoo-community.org/projects/crm-16-0/crm-16-0-marketing_crm_partner/pt_BR/
Currently translated at 100.0% (9 of 9 strings) Translation: crm-16.0/crm-16.0-marketing_crm_partner Translate-URL: https://translation.odoo-community.org/projects/crm-16-0/crm-16-0-marketing_crm_partner/sv/
Currently translated at 100.0% (9 of 9 strings) Translation: crm-16.0/crm-16.0-marketing_crm_partner Translate-URL: https://translation.odoo-community.org/projects/crm-16-0/crm-16-0-marketing_crm_partner/es_AR/
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@flotho Could you please make a review? |
peluko00
reviewed
Nov 19, 2024
marketing_crm_partner/README.rst
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| 4. Go to **Extra Info > Marketing** and fill those fields: |lead view| | ||
| 5. **Save**. | ||
| 6. Click **Convert to Opportunity**. | ||
| 7. Choose the option **Customer > Create a new customer**. |choose | ||
| customer| | ||
| 8. Click **Create Opportunity**. | ||
| 9. Click on the name of the newly linked partner. |new linked partner| | ||
| 10. Go to tab **Sales & Purchases**. | ||
| 11. There you have the new fulfilled fields in the marketing section. | ||
| |partner marketing| | ||
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I think as soon as the PR is merged, the images should be visible. The images point to the 17.0 repo, which should be correct in my opinion.
peluko00
approved these changes
Nov 19, 2024
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This PR has the |
pedrobaeza
requested changes
Nov 20, 2024
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@pedrobaeza Thanks for the hint. I made the requested changes. |
pedrobaeza
approved these changes
Nov 20, 2024
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What a great day to merge this nice PR. Let's do it! |
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This PR has the |
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Congratulations, your PR was merged at 7bd5f5c. Thanks a lot for contributing to OCA. ❤️ |
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