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Hide Generate Leads Button from CRM

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10.30

16.0 0
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Required Apps CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Technical Name mh_hide_generate_leads_button_crm
License OPL-1
Also available in version 17.0 16.0
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Technical Name mh_hide_generate_leads_button_crm
License OPL-1
Also available in version v 17.0 v 16.0

Introduction

This module offers a streamlined solution to hide the “Generate Leads” button in the CRM interface of Odoo. It is perfectly suited for administrators and developers looking to refine UI control and improve workflow clarity. By hiding this button, you can reduce clutter, manage lead generation more effectively, and enhance the overall user experience within the CRM — all while providing precise interface customization.

Key Features

  • Hide the “Generate Leads” button in CRM for cleaner interface

  • Customize lead generation visibility based on user roles and workflows

  • Provide precise UI control to streamline CRM navigation

  • Lightweight customization that integrates seamlessly with Odoo CRM interface

  • Enhance lead management processes with refined CRM interface control

Benefits

  • Reduces interface clutter and simplifies CRM navigation for users

  • Helps enforce controlled lead generation processes effectively

  • Improves focus and efficiency by removing unnecessary buttons

  • Enables professional-level UI customization within Odoo CRM

  • Supports administrators in creating a tailored CRM experience

Compatibility & Technical Details

This module—technical name mh_hide_generate_leads_button_crm—requires the standard Odoo CRM, Calendar, Contacts, and Discuss modules, as indicated in the module prerequisites. It is distributed under the Odoo Proprietary License (OPL-1). To install, simply place the module in your custom addons directory, update the app list, and install via the Odoo interface. Once installed, you’ll be able to hide the “Generate Leads” button from the CRM view, offering improved control over CRM interface interactions.

Hide Generate Leads Button from CRM Based on User Group (Odoo16)

Efficiently manage your CRM interface by hiding the "Generate Leads" button based on user group permissions.

Our app provides a seamless way to control the visibility of the "Generate Leads" button within CRM Kanban and List views. Designed for businesses that need to restrict access to lead generation features, this module ensures that only users with specific roles or permissions can see and use the "Generate Leads" functionality.

Key Features

  • Role-Based Access Control: Hide the "Generate Leads" button based on the user’s group membership.
  • Flexible Configuration: Easily configure the visibility settings through user groups.
  • Seamless Integration: Integrates smoothly with existing CRM views without altering core functionalities.
  • Enhanced Security: Ensure that only authorized personnel have access to lead generation tools.
  • Seamless Integration: Works across all Odoo models, ensuring a consistent user experience throughout the system.

Configuration

  • Install the Module: Navigate to the Odoo Apps menu, Search for Hide Generate Leads Button from CRM , Click "Install" to add the module to your Odoo instance.
  • Configure User Group: Assign this Hide Generate Leads CRM Button group to the users for whom you want to hide the Generate Leads button.
  • Flexibility and Control: Adjust the configuration as needed.

Why Choose This App?

  • Granular Control: Tailor the CRM interface to meet your organization’s specific needs by controlling button visibility based on user roles.
  • Ease of Use: Simple installation and configuration mean you can quickly adapt the CRM to your security and usability requirements.
  • Professional Support: Our app comes with dedicated support to help you configure and troubleshoot as needed.
  • Optimized for Security: By controlling access to key features, you can reduce the risk of unauthorized lead generation and ensure that only qualified users handle critical CRM functions.

Need Any Help?


Free 60 Days Support.

SoftwareBox will provide FREE 60 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this module. This is applicable from the date of purchase.


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Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
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ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.