Show Membership information in CRM Lead/Opportunity views.
auto_awesome What this module does
AI-generated from the code · Odoo 18.0Shows the linked contact's membership status and period directly on CRM leads and opportunities, and adds membership filters and grouping to the CRM search view.
This module brings membership information into the CRM app so salespeople can see whether the person behind a lead or opportunity is a member, without leaving the CRM screen.
On the lead/opportunity form, a new "Membership" tab appears in the notebook. It is hidden when the contact has no membership (state empty or "none"). When shown, it displays the membership state and the membership period (start and end dates shown together as a date range). These values are read-only and come from the linked contact, so they update automatically when the contact's membership changes.
In the lead/opportunity search view, new filters are added: a "Members" filter that keeps only leads whose membership is Invoiced, Paid or Free, plus "Start Date" and "End Date" filters on the membership dates. Group-by options are also added for Membership State, Membership Start Date and Membership End Date, so lists and kanban views can be grouped by membership information.
The module only extends crm.lead with related fields and inherits the standard CRM form and search views; it does not add new menus, models, automated actions or reports.
Depends on
Models and fields (1)
- crm.lead · extends an existing modelmembership_stop, membership_start, membership_state
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: 2026-11-03Confirmation status: 1 confirmed, 8 with no information of 9 versions.
Sources · Odoo 18.0
Confirmed on 2026-11-03 in branch 18.0 of OCA/vertical-association.
terminal Installation and usage
No verified informationInstallation 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.
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.