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Crm Tag Multi Company Event CRM

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

Ensure multi-company check in event lead rules tag ids.

auto_awesome What this module does

AI-generated from the code · Odoo 16.0

Keeps event lead rule tags limited to the companies the user is allowed to work with, so tags from other companies cannot be selected on event lead rules.

This module is a small compatibility bridge between the CRM tag multi-company feature and the Event CRM lead generation rules. It changes how the tags field on event lead rules behaves when several companies are used in the same database.

  • On the event lead rule screen, the tag field (lead_tag_ids) now applies a company check. This means only tags that belong to the companies the user is allowed to access can be chosen.
  • The rule is enforced automatically by Odoo whenever the field is used, so no extra button or menu is needed.
  • It touches the event.lead.rule model, which is the model behind the rules that automatically create CRM leads from event registrations.
  • The module installs itself automatically when both the CRM tag multi-company module and the Event CRM module are present, so users do not have to install it manually.

There are no new menus, reports, scheduled actions or emails in this module. Its only visible effect is that the tag selection on event lead rules respects company boundaries, preventing users from mixing tags that belong to companies they cannot access.

Depends on

crm_tag_multi_companyevent_crm
Models and fields (1)
  • event.lead.rule · extends an existing modellead_tag_ids

Text generated by AI (DeepSeek) from reading the Odoo 16.0 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 16.0

Confirmed on 2026-11-03 in branch 16.0 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.