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Re: [Odoo CE 17.0] Help needed with client search on budgets

Re: [Odoo CE 17.0] Help needed with client search on budgets

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Re: [Odoo CE 17.0] Help needed with client search on budgets

by
xavier
- 19/11/2024 11:44:49 
Hi
in case you just need a shortcut for customers, you can use the 'ref' 
field in res.partner. Search its content in name or company name. 
Beware, it is case sensitive.

---
Librement,
Xavier Brochard xavier@alternatif.org
La liberté est à l'homme ce que les ailes sont à l'oiseau
(Jean-Pierre Rosnay)

Le 19.11.2024 10:22, Redes Sociales JLBBERP a écrit :

> Hello everyone,

> 

> 

> I am writing this message because I need assistance with modifying how

> searching a client while doing a budget works.

> 

> 

> What I am trying to do is, instead of searching just by the name, I

> want it to work like the following: I made a custom field called

> "x_cliente_interno", which is a number to identify the client, and I

> would like to make the search work like how product search works: If

> you write either the product's ID or the product's name, it will show

> you both fields merged from the data you wrote. Something like this:

> 

> 

> 

> 

> 

> And when you select it, it shows the data like this:

> 

> 

> 

> 

> 

> To sum up, what I am trying to do is that when you search a client,

> the search shows you the field "x_cliente_interno" behind the client

> name, like this: "[x_cliente_interno] client name" and it should also

> stay like in the second image when selected.

> 

> 

> Thanks in advance for the help.

> 

> 

> 

> 

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