Module: helpdesk_mgmt_crm - Odoo Module Metadata

TIP: You can type at any time to perform a new search.

Link between Helpdesk and CRM

helpdesk_mgmt_crm

REPOSITORY
REPOSITORY	OCA/helpdesk
GIT
GIT	https://github.com/OCA/helpdesk.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/helpdesk/tree/18.0/helpdesk_mgmt_crm
VERSION
VERSION	1.0.1
CATEGORY
CATEGORY	After-Sales
LICENSE
LICENSE	AGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	No
AUTHORS
AUTHORS	Tecnativa, Odoo Community Association (OCA)
MAINTAINERS
MAINTAINERS	Tecnativa, Odoo Community Association (OCA)
COMMITTERS
COMMITTERS	Víctor Martínez, Weblate, OCA-git-bot, oca-ci, Bhavesh Heliconia
WEBSITE
WEBSITE	https://github.com/OCA/helpdesk
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 19:30:13
ODOO DEPENDENCIES
ODOO DEPENDENCIES	OCA/helpdesk: - helpdesk_mgmt odoo/odoo: - mail - base - base_setup - web - bus - web_tour - html_editor - portal - web_editor - http_routing - auth_signup - crm - sales_team - calendar - resource - utm - contacts - digest - phone_validation
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION	This module allows you to convert a helpdesk ticket into an opportunity, transferring its messages, and keeping both linked.

Code Analysis

Views touched (5)

XML ID	Name	Model	Type	Status
`crm_lead_view_form`	crm.lead.form	crm.lead	field	Inherits crm.crm_lead_view_form
`helpdesk_ticket_create_lead_view_form`	helpdesk.ticket.create.lead	helpdesk.ticket.create.lead	form	New
`helpdesk_ticket_view_search`	helpdesk.ticket.view.search	helpdesk.ticket	field	Inherits helpdesk_mgmt.helpdesk_ticket_view_search
`ticket_view_form`	helpdesk.ticket.view.form	helpdesk.ticket	xpath	Inherits helpdesk_mgmt.ticket_view_form
`view_crm_case_opportunities_filter`	crm.lead.search.lead	crm.lead	field	Inherits crm.view_crm_case_opportunities_filter

Models touched (3)

New fields (1)

ticket_id Many2one → helpdesk.ticket
comodel_name='helpdesk.ticket' string='Helpdesk Ticket' tracking=True

Public methods (0)

No public methods.

New fields (2)

lead_count Integer
compute='_compute_lead_count' string='Opportunity Count'
lead_ids One2many → crm.lead
comodel_name='crm.lead' inverse_name='ticket_id' string='Opportunity(ies)'

Public methods (1)

action_open_leads(self)

New fields (3)

team_id Many2one → crm.team
comodel_name='crm.team'
ticket_id Many2one → helpdesk.ticket
comodel_name='helpdesk.ticket' domain=[('lead_id', '=', False)] readonly=True required=True
user_id Many2one → res.users
comodel_name='res.users'

Public methods (2)

action_helpdesk_ticket_to_lead(self)
default_get(self, fields)
@api.model

REPOSITORY
REPOSITORY	OCA/helpdesk
GIT
GIT	https://github.com/OCA/helpdesk.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/helpdesk/tree/17.0/helpdesk_mgmt_crm
VERSION
VERSION	1.0.2
CATEGORY
CATEGORY	After-Sales
LICENSE
LICENSE	AGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	No
AUTHORS
AUTHORS	Tecnativa, Odoo Community Association (OCA)
MAINTAINERS
MAINTAINERS	Tecnativa, Odoo Community Association (OCA)
COMMITTERS
COMMITTERS	Enric Tobella, Víctor Martínez, Weblate, OCA-git-bot, oca-ci
WEBSITE
WEBSITE	https://github.com/OCA/helpdesk
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 19:20:06
ODOO DEPENDENCIES
ODOO DEPENDENCIES	OCA/helpdesk: - helpdesk_mgmt odoo/odoo: - mail - base - base_setup - web - bus - web_tour - portal - web_editor - http_routing - auth_signup - crm - sales_team - calendar - onboarding - resource - utm - contacts - digest - phone_validation
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION	This module allows you to convert a helpdesk ticket into an opportunity, transferring its messages, and keeping both linked.

Code Analysis

Views touched (5)

XML ID	Name	Model	Type	Status
`crm_lead_view_form`	crm.lead.form	crm.lead	field	Inherits crm.crm_lead_view_form
`helpdesk_ticket_create_lead_view_form`	helpdesk.ticket.create.lead	helpdesk.ticket.create.lead	form	New
`helpdesk_ticket_view_search`	helpdesk.ticket.view.search	helpdesk.ticket	field	Inherits helpdesk_mgmt.helpdesk_ticket_view_search
`ticket_view_form`	helpdesk.ticket.view.form	helpdesk.ticket	xpath	Inherits helpdesk_mgmt.ticket_view_form
`view_crm_case_opportunities_filter`	crm.lead.search.lead	crm.lead	field	Inherits crm.view_crm_case_opportunities_filter

Models touched (3)

New fields (1)

ticket_id Many2one → helpdesk.ticket
comodel_name='helpdesk.ticket' string='Helpdesk Ticket' tracking=True

Public methods (0)

No public methods.

New fields (2)

lead_count Integer
compute='_compute_lead_count' string='Opportunity Count'
lead_ids One2many → crm.lead
comodel_name='crm.lead' inverse_name='ticket_id' string='Opportunity(ies)'

Public methods (1)

action_open_leads(self)

New fields (3)

team_id Many2one → crm.team
comodel_name='crm.team'
ticket_id Many2one → helpdesk.ticket
comodel_name='helpdesk.ticket' domain=[('lead_id', '=', False)] readonly=True required=True
user_id Many2one → res.users
comodel_name='res.users'

Public methods (2)

action_helpdesk_ticket_to_lead(self)
default_get(self, fields)
@api.model

REPOSITORY
REPOSITORY	OCA/helpdesk
GIT
GIT	https://github.com/OCA/helpdesk.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/helpdesk/tree/15.0/helpdesk_mgmt_crm
VERSION
VERSION	1.0.2
CATEGORY
CATEGORY	After-Sales
LICENSE
LICENSE	AGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	No
AUTHORS
AUTHORS	Tecnativa, Odoo Community Association (OCA)
MAINTAINERS
MAINTAINERS	Tecnativa, Odoo Community Association (OCA)
COMMITTERS
COMMITTERS	Weblate, OCA-git-bot, oca-ci, pilarvargas-tecnativa, Jan Suhr
WEBSITE
WEBSITE	https://github.com/OCA/helpdesk
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:46:35
ODOO DEPENDENCIES
ODOO DEPENDENCIES	OCA/helpdesk: - helpdesk_mgmt odoo/odoo: - mail - base - base_setup - web - bus - web_tour - portal - web_editor - http_routing - auth_signup - crm - sales_team - calendar - resource - fetchmail - utm - web_kanban_gauge - contacts - digest - phone_validation
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION

Code Analysis

Views touched (5)

XML ID	Name	Model	Type	Status
`crm_lead_view_form`	crm.lead.form	crm.lead	field	Inherits crm.crm_lead_view_form
`helpdesk_ticket_create_lead_view_form`	helpdesk.ticket.create.lead	helpdesk.ticket.create.lead	form	New
`helpdesk_ticket_view_search`	helpdesk.ticket.view.search	helpdesk.ticket	field	Inherits helpdesk_mgmt.helpdesk_ticket_view_search
`ticket_view_form`	helpdesk.ticket.view.form	helpdesk.ticket	xpath	Inherits helpdesk_mgmt.ticket_view_form
`view_crm_case_opportunities_filter`	crm.lead.search.lead	crm.lead	field	Inherits crm.view_crm_case_opportunities_filter

Models touched (3)

New fields (1)

ticket_id Many2one → helpdesk.ticket
comodel_name='helpdesk.ticket' string='Helpdesk Ticket'

Public methods (0)

No public methods.

New fields (2)

lead_count Integer
compute='_compute_lead_count' string='Opportunity Count'
lead_ids One2many → crm.lead
comodel_name='crm.lead' inverse_name='ticket_id' string='Opportunity(ies)'

Public methods (1)

action_open_leads(self)

New fields (3)

team_id Many2one → crm.team
comodel_name='crm.team'
ticket_id Many2one → helpdesk.ticket
comodel_name='helpdesk.ticket' domain=[('lead_id', '=', False)] readonly=True required=True
user_id Many2one → res.users
comodel_name='res.users'

Public methods (2)

action_helpdesk_ticket_to_lead(self)
default_get(self, fields)
@api.model

REPOSITORY
REPOSITORY	OCA/helpdesk
GIT
GIT	https://github.com/OCA/helpdesk.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/helpdesk/tree/13.0/helpdesk_mgmt_crm
VERSION
VERSION	1.0.1
CATEGORY
CATEGORY	After-Sales
LICENSE
LICENSE	AGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	No
AUTHORS
AUTHORS	Tecnativa, Odoo Community Association (OCA)
MAINTAINERS
MAINTAINERS	Tecnativa, Odoo Community Association (OCA)
COMMITTERS
COMMITTERS	Víctor Martínez, Weblate, OCA-git-bot, oca-ci
WEBSITE
WEBSITE	https://github.com/OCA/helpdesk
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:34:14
ODOO DEPENDENCIES
ODOO DEPENDENCIES	OCA/helpdesk: - helpdesk_mgmt odoo/odoo: - mail - base - base_setup - web - bus - web_tour - portal - web_editor - http_routing - auth_signup - crm - sales_team - calendar - resource - fetchmail - utm - contacts - digest - phone_validation
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	html2text
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION

Code Analysis

Views touched (5)

XML ID	Name	Model	Type	Status
`crm_lead_view_form`	crm.lead.form	crm.lead	field	Inherits crm.crm_lead_view_form
`helpdesk_ticket_create_lead_view_form`	helpdesk.ticket.create.lead	helpdesk.ticket.create.lead	form	New
`helpdesk_ticket_view_search`	helpdesk.ticket.view.search	helpdesk.ticket	field	Inherits helpdesk_mgmt.helpdesk_ticket_view_search
`ticket_view_form`	helpdesk.ticket.view.form	helpdesk.ticket	xpath	Inherits helpdesk_mgmt.ticket_view_form
`view_crm_case_opportunities_filter`	crm.lead.search.lead	crm.lead	field	Inherits crm.view_crm_case_opportunities_filter

Models touched (3)

New fields (1)

ticket_id Many2one → helpdesk.ticket
comodel_name='helpdesk.ticket' string='Helpdesk Ticket'

Public methods (0)

No public methods.

New fields (2)

lead_count Integer
compute='_compute_lead_count' string='Opportunity Count'
lead_ids One2many → crm.lead
comodel_name='crm.lead' inverse_name='ticket_id' string='Opportunity(ies)'

Public methods (1)

action_open_leads(self)

New fields (3)

team_id Many2one → crm.team
comodel_name='crm.team'
ticket_id Many2one → helpdesk.ticket
comodel_name='helpdesk.ticket' domain=[('lead_id', '=', False)] readonly=True required=True
user_id Many2one → res.users
comodel_name='res.users'

Public methods (2)

action_helpdesk_ticket_to_lead(self)
default_get(self, fields)
@api.model

Link between Helpdesk and CRM

Code Analysis

Views touched (5)

Models touched (3)

crm.lead Extends Model 1 field 0 methods CrmLead · inherits crm.lead

helpdesk.ticket Extends Model 2 fields 1 method HelpdeskTicket · inherits helpdesk.ticket

helpdesk.ticket.create.lead New model TransientModel 3 fields 2 methods HelpdeskTicketCreateLead · Helpdesk Ticket Create Lead

Code Analysis

Views touched (5)

Models touched (3)

crm.lead Extends Model 1 field 0 methods CrmLead · inherits crm.lead

helpdesk.ticket Extends Model 2 fields 1 method HelpdeskTicket · inherits helpdesk.ticket

helpdesk.ticket.create.lead New model TransientModel 3 fields 2 methods HelpdeskTicketCreateLead · Helpdesk Ticket Create Lead

Code Analysis

Views touched (5)

Models touched (3)

crm.lead Extends Model 1 field 0 methods CrmLead · inherits crm.lead

helpdesk.ticket Extends Model 2 fields 1 method HelpdeskTicket · inherits helpdesk.ticket

helpdesk.ticket.create.lead New model TransientModel 3 fields 2 methods HelpdeskTicketCreateLead · Helpdesk Ticket Create Lead

Code Analysis

Views touched (5)

Models touched (3)

crm.lead Extends Model 1 field 0 methods CrmLead · inherits crm.lead

helpdesk.ticket Extends Model 2 fields 1 method HelpdeskTicket · inherits helpdesk.ticket

helpdesk.ticket.create.lead New model TransientModel 3 fields 2 methods HelpdeskTicketCreateLead · Helpdesk Ticket Create Lead