Odoo CRM Questions & Answers

In Odoo 18, custom reports can be created by either using the built-in report designer or developing custom reports with QWeb (Odoo’s templating engine). You can design reports by defining the data model, choosing the necessary fields, and creating a report template in XML. For advanced customizations, developers can write Python code to handle complex data extraction and presentation. Afterward, the report can be integrated into Odoo modules or accessed through the user interface.

Odoo offers over 30 main applications in areas like sales, accounting, inventory, HR, CRM, project management, and eCommerce. Additionally, the Odoo App Store provides hundreds of community-contributed apps and modules that extend the platform’s functionality to cater to a wide range of business needs, making it a comprehensive suite for various industries.

To delete a user in Odoo, go to 'Settings' > 'Users & Companies'> 'Users,' find the user you want to remove, and click on the delete icon next to their name. You may need administrative rights to perform this action. Before deleting, ensure to reassess any records or data linked to the user, as removing them might affect access to certain information or records associated with that user.

To add a new language in Odoo, navigate to 'Settings' > 'Translations' > 'Languages' and click on 'Create'.From there, you can select a language from the available list or install a new one by uploading translation files. Once added, Odoo will automatically translate the interface and allow users to switch between languages in the user settings, enabling multilingual support for global businesses.

To remove apps in Odoo, go to the "Apps" menu, find the installed app you want to remove, and click on the "Uninstall" button. This will remove the app from your system, but be sure to back up any data linked to that app before uninstalling, as some data may be deleted. Additionally, after uninstalling, you may need to remove any dependencies or configurations manually if they are no longer needed.

In Odoo, the integer field typically allows for a range of values from -2,147,483,648 to 2,147,483,647, as it uses a 32-bit signed integer. However, for larger numbers, Odoo also supports the float field type for decimal values or the big integer field type for handling larger integer values, depending on the requirements of the application.

To disable creation of records in Odoo, you can modify the access rights or set record rules that prevent users from creating new records. This can be done by adjusting permissions in the "Users & Companies" section or applying domain filters to the model's views. This functionality is useful for restricting access to certain users.

Basic fields in Odoo CRM include customer name, contact details, sales stage, lead source, and expected revenue. These fields allow users to capture and manage crucial information about customers and sales opportunities.
Custom fields can also be added to tailor the CRM system to a business’s specific needs, making the CRM more adaptable to different industries and workflows.

Roles in Odoo are created by managing user access rights. Navigate to 'Settings' > 'Users & Companies'> 'Users,' select the user, and assign them a role based on the permissions needed. Roles control access to different modules and features within Odoo.
You can create custom roles by defining specific access rights for various users in the system, ensuring that each user has the appropriate permissions based on their job responsibilities.

To install Odoo plugins (modules), you can either download them from the Odoo Apps Store or create custom ones. After downloading or developing the plugin, place it in the "addons" directory of your Odoo installation. Then, refresh the Odoo apps list to install the plugin.
After installation, configure the plugin through the Odoo interface, enabling the required features and modules. Ensure that your Odoo version is compatible with the plugin for proper functionality.