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CRM Event Category

crm_event folder_open OCA/event open_in_new
Event Management License: AGPL-3

This module extends the functionality of CRM opportunities (and leads, if enabled) to support linking them to event type and to allow you to keep track of leads interested in an upcoming event of some type.

This is useful if you organize your events based on the amount of people interested in a certain type of event.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Link CRM leads and opportunities to an event category and record how many seats a customer would buy, then see totals of interested leads and wanted seats per event category.

This module connects CRM leads and opportunities with event categories (event types). On a lead or opportunity you can pick an event category and enter how many seats the customer would buy if the deal is won. These fields appear on the lead/opportunity form, in the quick-create form, in the kanban card, in the list view (with a total of wanted seats) and in the search filters, where you can also group by event category.

On the event category itself you get two buttons: one opens the related events and one opens the related opportunities, both pre-filtered. The category form and list also show how many upcoming or running events exist and how many seats are still available, plus how many open opportunities are linked and how many seats they want in total.

A new report, Event type analysis, is available under Events reporting > Categories. It shows, per event category, the number of available events, whether seats are limited or unlimited, the remaining seats in limited events, the number of open opportunities and the wanted seats. It can be viewed as a pivot table or a bar chart and filtered by limited or unlimited events.

Depends on

crmevent

Menus it adds

Categories
Models and fields (3)
  • crm.lead · extends an existing modelseats_wanted, event_type_id
  • event.type · extends an existing modelcrm_lead_ids (Leads/Opportunities), seats_wanted_sum (Wanted seats), seats_wanted_total (Opportunities (seats)), seats_available_total (Events available (and seats)), open_opportunities_count
  • event.type.report · new modelname (Category name), seats_wanted (Wanted seats), events_available_count (Available events count), seats_limited_available (Available seats in limited events), event_seats_availability (Seats availability), open_opportunities_count

Text generated by AI (DeepSeek) from reading the Odoo 19.0 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: 5 confirmed, 4 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 19.0

To make use of this module, a user needs these minimal permissions:

  • Sales / User: Own Documents Only
  • Events / User

To link a lead or opportunity to an event type:

  • Go to CRM \> Pipeline and pick one lead.
  • Go to the lead form.
  • Use the new field Event type.

To know if there are events planned of a certain type:

  • Go to Events \> Configuration \> Event Templates and pick one.
  • Use the new Events smart button.
  • It only counts those that are upcoming or running.
  • The number between parenthesis is the available seats sum of all those events.

To know if there is people interested in a certain type of event:

  • Go to Events \> Configuration \> Event Templates and pick one.
  • Use the new Opportunities smart button.
  • It only counts opportunities that aren't won or lost.
  • The number between parenthesis is the wanted seats sum of all those events.

No verified information in OCA: Installation.

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.