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CRM Date Deadline Required

crm_date_deadline_required folder_open OCA/crm open_in_new
Sales/CRM License: LGPL-3

This module extends the functionality of CRM and makes the field date deadline required in the opportunity

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

Makes the Deadline field mandatory on opportunities in CRM. When a record is an opportunity, users cannot save it without filling in the deadline date.

This module changes how the CRM app behaves when you work with opportunities. It makes the Deadline date a required field, but only for records whose type is Opportunity; leads are not affected.

Where it appears: - On the opportunity form, the Deadline field is now marked as required, so saving an opportunity without a date is blocked. - In the quick create form used from the CRM kanban view, the Deadline field is added and is also required for opportunities, so you must set it when creating an opportunity directly from the pipeline.

Business rule added: the requirement is conditional. It applies only when the record type is Opportunity (type == 'opportunity'). If the record is a lead, the deadline stays optional.

Areas touched: the CRM lead/opportunity model crm.lead and its existing form and quick create views. No new menus, reports, emails, or scheduled actions are added.

Depends on

crm

Text generated by AI (DeepSeek) from reading the Odoo 18.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 2 confirmed, 7 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 18.0

Usage

Source · Odoo 18.0

To use this module, you need to:

  • Go to CRM.
  • Create new opportunity o choose one.
  • Update any field except the expecting closing.
  • Try to save.
  • A error will be shown.
  • Fill expecting closing.
  • Save.

No verified information in OCA: Installation, Configuration.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.