Link between Helpdesk and CRM

helpdesk_mgmt_crm · OCA/helpdesk

    Repository
    OCA/helpdesk · module folder · Try on Runboat
    Module version
    1.0.1
    Category
    After-Sales
    Folder size
    0.09 MB
    License
    AGPL-3
    Application
    No
    Auto-installable
    No
    Website
    https://github.com/OCA/helpdesk
    Last tracking update
    2026-08-07 08:42:45
    Authors
    Odoo Community Association (OCA), Tecnativa
    Maintainers
    Odoo Community Association (OCA), Tecnativa
    Committers
    Víctor Martínez, Weblate, OCA-git-bot, oca-ci, Bhavesh Heliconia
    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
    None
    System dependencies
    None
    Required by
    None
    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 IDNameModelTypeStatus
    crm_lead_view_form crm.lead.form crm.lead form 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 search Inherits helpdesk_mgmt.helpdesk_ticket_view_search
    ticket_view_form helpdesk.ticket.view.form helpdesk.ticket form Inherits helpdesk_mgmt.ticket_view_form
    view_crm_case_opportunities_filter crm.lead.search.lead crm.lead search Inherits crm.view_crm_case_opportunities_filter
    HTTP endpoints (0)

    No HTTP endpoints found for this module.

    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

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