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CRM Partner Required

crm_partner_required folder_open OCA/crm open_in_new
Sales/CRM License: LGPL-3

This module extends the functionality of CRM and makes the field partner required in the opportunity

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

Makes the customer (partner) field mandatory on CRM opportunities. Users can no longer save or quick-create an opportunity without selecting a customer, while leads stay unchanged.

This module changes how CRM opportunities are captured in Odoo. It makes the customer field (partner_id) required whenever the record is an opportunity, so an opportunity cannot be saved without a customer linked to it.

Where it applies: - The main opportunity form: the customer field is marked as required when the record type is an opportunity. - The quick create form used to create an opportunity on the fly: the customer field is also required there.

Business rule added: the requirement is conditional. It only applies when the record type is 'opportunity'. Plain leads (not yet converted into opportunities) are not affected, so users can still register leads without a customer and qualify them later.

What users see: if they try to save or quick-create an opportunity without choosing a customer, Odoo blocks the action and asks them to fill in the customer field.

Areas touched: the CRM lead/opportunity model (crm.lead) and its forms. No new menus, reports, emails, scheduled jobs or automatic computations are added; the module only enforces the mandatory customer field on opportunities.

Depends on

crm

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: 2026-11-03
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 18.0

To use this module, you need to:

  • Go to CRM.
  • Create new opportunity o choose one.
  • Update any field except the partner.
  • Try to save.
  • A error will be shown.
  • Fill partner.
  • Save.

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.