CRM Usability Misc

Various modifications of the CRM app to streamline the lead/opportunity form.

Installation

Use the standard Odoo module installation procedure to install crm_usability_misc.

Dependencies

base
crm
sales_team

Description

This module customizes the CRM lead/opportunity form view to simplify the layout and improve usability:

Hide Campaign and Medium fields — Removes the entire Marketing group (campaign_id, medium_id) from the Extra Information tab.
Move "Source" and "Referred by" under Tags — Relocates the source_id and referred fields directly after the tag_ids field for better visibility.
Move "Sales Team" under Phone — Moves team_id from the Misc group to the main partner section (before lost_reason_id), with team creation and opening disabled (no_open, no_create).

Known Issues / Roadmap

None yet.

Bug Tracker

Bugs are tracked on our issues page. 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 feedback.

Credits

Contributors

Elabore — Laetitia Da Costa

Funders

The development of this module has been financially supported by:

Elabore

Maintainer

This module is maintained by Elabore.