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CRM Meeting Commercial Partner

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

This module allows to display the meetings of a company as the sum of all the meetings held with the company's contacts.

auto_awesome What this module does

AI-generated from the code · Odoo 13.0

Shows the total number of meetings for a company by counting meetings held with all of its contacts, not just the company itself.

This module changes how the meeting counter works on a contact or company record in Odoo.

  • On any contact or company, the "Meetings" counter now includes meetings linked to that record and to all of its child contacts. So a company's counter is the sum of the meetings of the company and of its individual contacts.
  • The counter is recalculated automatically from calendar attendees, so it stays up to date without manual action.
  • When you use the button to schedule a meeting from a company, the list of meetings shown is filtered to include meetings of the company and of all its child contacts.

It touches the res.partner model and the calendar attendee data behind meetings. No new menus or screens are added; the change appears in the existing meeting counter and meeting list on contact and company forms.

Depends on

crm
Models and fields (1)
  • res.partner · extends an existing modelmeeting_count

Text generated by AI (DeepSeek) from reading the Odoo 13.0 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 13.0

Go to the partner views. You will see, in the Kanban and Form views, that the number of meetings shown for a company includes the meetings held with the company's contacts.

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.