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 18.0Makes 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
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: 2 confirmed, 7 with no information of 9 versions.
Sources · Odoo 16.0
Confirmed on 2026-11-03 in branch 16.0 of OCA/crm.
terminal Installation and usage
OCA documentation · Odoo 18.0Usage
Source · Odoo 18.0To 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.
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.
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.