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Partner UTM Source

partner_utm_source folder_open OCA/partner-contact open_in_new
Contacts License: AGPL-3

This module includes the following features:

  • Adds a source field to the partner form view.
  • Enables grouping by source in the partner tree view.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Adds a UTM Source field to contacts so you can record where each contact came from and group contacts by that source.

This module extends the contact (partner) record with a new field called UTM Source, which links a contact to an existing UTM source record.

Where it appears: - On the contact form, a "Source..." field is shown near the parent company field, so you can pick or type the source when creating or editing a contact. - In the contacts search and filter panel, a UTM Source filter is added next to the email filter, letting you group the contact list by source.

What it changes: - The contact model res.partner gains the utm_source_id field, which points to utm.source. - The standard contact form view and the standard contact search view are extended; no new menus or screens are created. - No automatic rules, checks, default values, emails or scheduled jobs are added by this module.

It relies on the UTM module for the list of sources, so sources are managed there. This is useful for marketing follow-up: you can see which campaign or channel brought a contact in and filter or group your contact list accordingly.

Depends on

utm

Required by other modules

Models and fields (1)
  • res.partner · extends an existing modelutm_source_id (UTM Source)

Text generated by AI (DeepSeek) from reading the Odoo 19.0 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.

Sources · Odoo 19.0

Confirmed on 2026-11-03 in branch 19.0 of OCA/partner-contact.

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.