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https://gitlab.com/flectra-community/partner-contact.git
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105 lines
3.5 KiB
ReStructuredText
105 lines
3.5 KiB
ReStructuredText
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.. image:: https://img.shields.io/badge/license-AGPL--3-blue.png
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:target: https://www.gnu.org/licenses/agpl
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:alt: License: AGPL-3
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=================
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Partner Relations
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=================
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This module aims to provide generic means to model relations between partners.
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Examples would be 'is sibling of' or 'is friend of', but also 'has contract X
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with' or 'is assistant of'. This way, you can encode your knowledge about your
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partners directly in your partner list.
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Installation
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============
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Configuration
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=============
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Usage
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=====
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Before being able to use relations, you'll have define some first. Do that in
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Contacts / Relations / Partner relations. Here, you need to
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name both sides of the relation: To have an assistant-relation, you would name
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one side 'is assistant of' and the other side 'has assistant'. This relation
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only makes sense between people, so you would choose 'Person' for both partner
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types. For the relation 'is a competitor of', both sides would be companies,
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while the relation 'has worked for' should have persons on the left side and
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companies on the right side. If you leave this field empty, the relation is
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applicable to all types of partners.
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If you use categories (tags) to further specify the type of partners, you could for
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example enforce that the 'is member of' relation can only have companies with
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label 'Organization' on the left side.
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Now open a partner, click on the 'Relations' smart button and add relations as appropriate.
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Searching partners with relations
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---------------------------------
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Searching for relations is integrated transparently into the partner search
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form. To find all assistants in your database, fill in 'is assistant of' and
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autocomplete will propose to search for partners having this relation. Now if
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you want to find Anna's assistant, you fill in 'Anna' and one of the proposals
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is to search for partners having a relation with Anna. This results in Anna's
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assistant(s), as you searched for assistants before.
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By default, only active, not expired relations are shown. If you need to find
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partners that had some relation at a certain date, fill in that date in the
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search box and one of the proposals is to search for relations valid at that
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date.
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More info
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---------
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For further information, please visit:
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* https://www.odoo.com/forum/help-1
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.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
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:alt: Try me on Runbot
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:target: https://runbot.odoo-community.org/runbot/134/11.0
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Known issues / Roadmap
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======================
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues
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<https://github.com/OCA/partner-contact/issues>`_. In case of trouble, please
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check there if your issue has already been reported. If you spotted it first,
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help us smash it by providing detailed and welcomed feedback.
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Credits
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=======
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Contributors
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------------
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* Holger Brunn <hbrunn@therp.nl>
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* Stefan Rijnhart <stefan@therp.nl>
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* Ronald Portier <ronald@therp.nl>
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* Sandy Carter <sandy.carter@savoirfairelinux.com>
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* Bruno Joliveau <bruno.joliveau@savoirfairelinux.com>
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* Adriana Ierfino <adriana.ierfino@savoirfairelinux.com>
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* Numigi (tm) and all its contributors (https://bit.ly/numigiens)
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Maintainer
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----------
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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This module is maintained by the OCA.
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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To contribute to this module, please visit https://odoo-community.org.
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