OdooWiki OCA HUB

Crm Lead Tag Multi Company

crm_lead_tag_multi_company folder_open OCA/multi-company open_in_new
Uncategorised License: AGPL-3

This module add multi-company management to crm lead tag

auto_awesome What this module does

AI-generated from the code · Odoo 12.0

Adds a Company field to CRM lead tags so each tag can belong to a specific company. Users only see tags that belong to their own company (or tags shared with no company).

This module makes CRM lead tags company-aware. In standard Odoo, tags used on leads and opportunities are shared by everyone; here each tag can be linked to one company.

Where it appears: - On the CRM lead tag form, a Company field is added right after the tag name. - In the CRM lead tag list view, a Company column is added. - Both are only visible to users who have the multi-company option enabled.

Business rules and automatic behaviour: - When a new tag is created, the company is filled in automatically with the user's current company. - A record rule named "Crm Lead Tag multi company rule" limits which tags each user can see: a user sees tags that have no company at all, plus tags belonging to their own company or to one of its child companies. Tags of other companies are hidden. - If a company is deleted, its tags are deleted too.

Areas touched: - The crm.lead.tag model is extended with the new Company field. - The CRM lead tag form and list views are modified. - A security rule is added on crm.lead.tag.

No new menus, buttons, reports or scheduled actions are added by this module.

Depends on

crm
Models and fields (1)
  • crm.lead.tag · extends an existing modelcompany_id

Text generated by AI (DeepSeek) from reading the Odoo 12.0 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: 1 confirmed, 8 with no information of 9 versions.

Sources · Odoo 12.0

Confirmed on 2026-11-03 in branch 12.0 of OCA/multi-company.

terminal Installation and usage

No verified information

Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.

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.