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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
ClosingAp Open Source Integrators Europe, LDA, Daniel Reis
- 19/11/2024 14:09:59
From your description, it feels like this is already available in standard Odoo:
The "ref" field is to be used for Client codes

The code is no longer presented in front of the name.
I think an OCA module is needed to bring that feature back.

/Daniel

On 19/11/2024 09:22, Redes Sociales JLBBERP wrote:
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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