crm_claim

Purpose

Provides CRM capabilities to capture, categorize, and steer customer or vendor claims through configurable stages and email intake.

Features

crm.claim: Provides comprehensive claim records with priority, deadlines, responsible user, sales team, and stage tracking.
crm.claim: Links claims to related documents across sales orders, purchase orders, invoices, applicants, events, partners, and products through a flexible reference field.
crm.claim: Automatically fills claimant contact details and aligns the assigned team when the partner or category changes to keep routing consistent.
crm.claim: Generates claims from incoming emails by mapping the message subject, body, sender, CC, and priority during mail gateway processing.
crm.claim.stage: Manages ordered claim stages with optional sales team restrictions to drive kanban flows.
crm.claim.category: Lets administrators configure claim categories linked to specific sales teams for targeted ownership.
res.partner: Shows aggregated claim counts including child contacts to give account managers visibility.