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CRM Exception

crm_exception folder_open OCA/crm open_in_new
Customer Relationship Management License: AGPL-3

This module allows you to attach several customizable exceptions to your opportunities. You can also define an exception rule to be applied to specific CRM stages.

auto_awesome What this module does

AI-generated from the code · Odoo 17.0

Lets you define custom exception rules for CRM opportunities and apply them to specific sales stages, so Odoo automatically flags leads that break your rules.

This module adds exception checking to CRM opportunities (leads). You can create exception rules that apply to opportunities, and optionally limit each rule to specific CRM stages, so a rule only fires when the opportunity is in one of the chosen stages.

  • On the exception rule form, a new field lets you pick the CRM stages the rule applies to; it is only shown when the rule's model is set to Lead.
  • On the opportunity form, users in the exception rule manager group see an "Ignore Exception" option, which lets them bypass the checks for that opportunity.
  • Whenever an opportunity is saved (except when only the exception list itself is being changed), Odoo re-evaluates the rules and records any that fail.
  • Opportunities are now sorted so those with a main exception appear first, then by name.

The module extends the existing exception rule model and the CRM lead model, and adds the Lead option to the list of models that exception rules can target. A demo rule named "No Customer" is provided but is inactive by default.

Depends on

crmbase_exception
Models and fields (2)
  • crm.lead · new model
  • exception.rule · extends an existing modelmodel, stage_ids, crm_lead_ids (Opportunities)

Text generated by AI (DeepSeek) from reading the Odoo 17.0 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 17.0

Configuration

Source · Odoo 17.0

To configure CRM exception rule:

  • Create a new exception rule.
  • Select "Lead" in the "Apply On" field (the 'stage_ids' field will be displayed).
  • Choose the CRM stage to which you want to apply the exception rule.
  • Specify the exception type and define the condition, then save the rule.

Note: If you don't specify a CRM stage for stage_ids (leave it blank), the rule will be checked at every stage.

No verified information in OCA: Installation, Usage.

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.