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Multi Company Customer
Multi Company Customer allows you to manage customers across multiple companies in Odoo with full control over visibility and access rights. This module ensures that customer records are available only to the relevant companies, helping businesses maintain clean, secure, and well-organized customer data. With this app, you can decide whether customers are shared across companies or restricted to specific companies, making it ideal for multi-company environments, subsidiaries, franchises, or group organizations.
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Features
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Features
1. Company-Wise Customer Visibility
Each customer can be assigned to one or multiple companies. Users can view and use only those customers that belong to their active company, ensuring clean and secure customer data separation.
2. Shared or Restricted Customers
Decide whether customers should be: Shared across multiple companies, or Restricted to a specific company only This flexibility is ideal for holding companies, subsidiaries, and group organizations.
3. Secure Customer Access Control
The app applies record rules and access rights to prevent unauthorized access to customer data from other companies, ensuring full data security and compliance.
4. Prevent Duplicate Customer Records
Avoid duplicate customer creation across companies by reusing shared customers, resulting in better data consistency and easier customer management.
Screenshot
1) Assign Companies to Customer
Admin can assing one or more companies to customer.
2) Assign Companys Customer access
Here user can access only customer linked with My Company.
3) Company wise Customer Visibility
Here user switches company into Demo Company and now Demo companys customer only visible for user.
User Guide
