mirror of
https://gitlab.com/flectra-community/partner-contact.git
synced 2024-12-24 13:21:48 +00:00
105 lines
3.5 KiB
ReStructuredText
105 lines
3.5 KiB
ReStructuredText
|
.. image:: https://img.shields.io/badge/license-AGPL--3-blue.png
|
||
|
|
:target: https://www.gnu.org/licenses/agpl
|
||
|
|
:alt: License: AGPL-3
|
||
|
|
|
||
|
|
=================
|
||
|
|
Partner Relations
|
||
|
|
=================
|
||
|
|
|
||
|
|
This module aims to provide generic means to model relations between partners.
|
||
|
|
|
||
|
|
Examples would be 'is sibling of' or 'is friend of', but also 'has contract X
|
||
|
|
with' or 'is assistant of'. This way, you can encode your knowledge about your
|
||
|
|
partners directly in your partner list.
|
||
|
|
|
||
|
|
Installation
|
||
|
|
============
|
||
|
|
|
||
|
|
Configuration
|
||
|
|
=============
|
||
|
|
|
||
|
|
Usage
|
||
|
|
=====
|
||
|
|
|
||
|
|
Before being able to use relations, you'll have define some first. Do that in
|
||
|
|
Contacts / Relations / Partner relations. Here, you need to
|
||
|
|
name both sides of the relation: To have an assistant-relation, you would name
|
||
|
|
one side 'is assistant of' and the other side 'has assistant'. This relation
|
||
|
|
only makes sense between people, so you would choose 'Person' for both partner
|
||
|
|
types. For the relation 'is a competitor of', both sides would be companies,
|
||
|
|
while the relation 'has worked for' should have persons on the left side and
|
||
|
|
companies on the right side. If you leave this field empty, the relation is
|
||
|
|
applicable to all types of partners.
|
||
|
|
|
||
|
|
If you use categories (tags) to further specify the type of partners, you could for
|
||
|
|
example enforce that the 'is member of' relation can only have companies with
|
||
|
|
label 'Organization' on the left side.
|
||
|
|
|
||
|
|
Now open a partner, click on the 'Relations' smart button and add relations as appropriate.
|
||
|
|
|
||
|
|
Searching partners with relations
|
||
|
|
---------------------------------
|
||
|
|
|
||
|
|
Searching for relations is integrated transparently into the partner search
|
||
|
|
form. To find all assistants in your database, fill in 'is assistant of' and
|
||
|
|
autocomplete will propose to search for partners having this relation. Now if
|
||
|
|
you want to find Anna's assistant, you fill in 'Anna' and one of the proposals
|
||
|
|
is to search for partners having a relation with Anna. This results in Anna's
|
||
|
|
assistant(s), as you searched for assistants before.
|
||
|
|
|
||
|
|
By default, only active, not expired relations are shown. If you need to find
|
||
|
|
partners that had some relation at a certain date, fill in that date in the
|
||
|
|
search box and one of the proposals is to search for relations valid at that
|
||
|
|
date.
|
||
|
|
|
||
|
|
More info
|
||
|
|
---------
|
||
|
|
|
||
|
|
For further information, please visit:
|
||
|
|
|
||
|
|
* https://www.odoo.com/forum/help-1
|
||
|
|
|
||
|
|
|
||
|
|
.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
|
||
|
|
:alt: Try me on Runbot
|
||
|
|
:target: https://runbot.odoo-community.org/runbot/134/11.0
|
||
|
|
|
||
|
|
Known issues / Roadmap
|
||
|
|
======================
|
||
|
|
|
||
|
|
Bug Tracker
|
||
|
|
===========
|
||
|
|
|
||
|
|
Bugs are tracked on `GitHub Issues
|
||
|
|
<https://github.com/OCA/partner-contact/issues>`_. In case of trouble, please
|
||
|
|
check there if your issue has already been reported. If you spotted it first,
|
||
|
|
help us smash it by providing detailed and welcomed feedback.
|
||
|
|
|
||
|
|
Credits
|
||
|
|
=======
|
||
|
|
|
||
|
|
Contributors
|
||
|
|
------------
|
||
|
|
|
||
|
|
* Holger Brunn <hbrunn@therp.nl>
|
||
|
|
* Stefan Rijnhart <stefan@therp.nl>
|
||
|
|
* Ronald Portier <ronald@therp.nl>
|
||
|
|
* Sandy Carter <sandy.carter@savoirfairelinux.com>
|
||
|
|
* Bruno Joliveau <bruno.joliveau@savoirfairelinux.com>
|
||
|
|
* Adriana Ierfino <adriana.ierfino@savoirfairelinux.com>
|
||
|
|
* Numigi (tm) and all its contributors (https://bit.ly/numigiens)
|
||
|
|
|
||
|
|
Maintainer
|
||
|
|
----------
|
||
|
|
|
||
|
|
.. image:: https://odoo-community.org/logo.png
|
||
|
|
:alt: Odoo Community Association
|
||
|
|
:target: https://odoo-community.org
|
||
|
|
|
||
|
|
This module is maintained by the OCA.
|
||
|
|
|
||
|
|
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.
|
||
|
|
|
||
|
|
To contribute to this module, please visit https://odoo-community.org.
|