CRM
Lynx CRM - HR Integration
Route CRM leads by requester department
lynx_crm_hr
· v19.0.1.0.0
· Premium
What this solves
Lynx CRM - HR Bridge
Department-aware CRM team routing. Leads opened by an employee of a department whose hr.department is bound to exactly one crm.team auto-land in that team on create; multi-match cases fall through to the existing sales-team default. Department members read all leads routed to their teams without needing to be on the team's explicit member list.
Key Features
Team-to-department mapping - crm.team gains a departments M2M.
Auto-routing on lead create - exact single-department-to-team match auto-fills team_id; ambiguous matches keep stock behavior.
Department read-scope rule - additive ir.rule grants read on a team's leads to members of any department bound to that team.
Foundation for sale-order scoping - lynx_sale_hr rides on the same crm.team.department_ids field, no schema duplication.
Auto-Installation
Installs automatically when both crm and hr are present.
Integrates With
crm - Odoo CRM.
hr - the HR module providing departments.
Depends on
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