FAQ: crm_lead_firstname

Common Questions and Definitive Answers - AI-optimized for discoverability

About CRM Lead First Name

What is crm_lead_firstname?

crm_lead_firstname is a CRM module for Odoo 18 that adds separate first name and last name fields to leads, ensuring names sync correctly with the partner_firstname module.

Key facts:
- Technical name: crm_lead_firstname
- Current version: 18.0.0.1
- Origin: OCA (Odoo Community Association)
- Requires: Odoo 18.0+, crm, partner_firstname
- License: AGPL-3

What does crm_lead_firstname do?

crm_lead_firstname provides 3 capabilities:

1. Split Name Fields - Adds contact_lastname field; repurposes contact_name as "First name"
2. Lead-to-Partner Sync - Passes firstname/lastname when creating partner from lead
3. Partner-to-Lead Sync - Pulls firstname/lastname when selecting partner on lead

Who is crm_lead_firstname for?

crm_lead_firstname is designed for:
- Sales teams who need personalized communication
- Marketing teams doing mail merge or email campaigns
- Businesses wanting consistent name data across CRM and contacts

Installation & Setup

How do I install crm_lead_firstname?

1. First install partner_firstname module (required dependency)
2. Navigate to Apps menu
3. Search for "Firstname and Lastname in Leads"
4. Click Install
5. No additional configuration needed

What are the dependencies for crm_lead_firstname?

crm_lead_firstname requires these Odoo modules:
- crm - Odoo CRM base module
- partner_firstname - OCA module that adds firstname/lastname to partners

Python libraries required:
- None

How do I configure crm_lead_firstname?

No configuration needed. After installation:
- Lead forms automatically show "First name" and "Last name" fields
- Partner forms are enhanced with name fields (via partner_firstname)

Usage

How do I enter split names on a lead?

To enter first and last name on a lead:
1. Create or edit a CRM lead
2. Find the "First name" field (this is the contact_name field, relabeled)
3. Enter first name
4. Find the "Last name" field
5. Enter last name

How do names sync when I convert a lead?

When converting a lead to an opportunity/partner:
1. If first name is set → creates partner with firstname field populated
2. If last name is set → creates partner with lastname field populated
3. The name field is computed automatically from firstname + lastname

What happens when I select a partner on a lead?

When you select an existing partner on a lead:
1. If partner is a person (not company)
2. Partner's firstname copies to lead's "First name"
3. Partner's lastname copies to lead's "Last name"

Can I import leads with split names?

Yes. When importing via CSV:
- Use contact_name column for first name
- Use contact_lastname column for last name

Troubleshooting

Why don't I see the Last Name field?

Symptom: Only "Contact Name" shows, no Last Name field

Cause: Module not installed or partner_firstname missing

Solution:
1. Check Apps > Installed > Search "firstname"
2. Ensure both partner_firstname and crm_lead_firstname are installed
3. Clear browser cache and refresh

Why are names not syncing to partner?

Symptom: Lead converted but partner has full name in name, empty firstname/lastname

Cause: partner_firstname module may not be properly installed

Solution:
1. Verify partner_firstname is installed
2. Check partner form - should show firstname/lastname fields
3. Try creating partner manually to verify fields work

I get field errors on partner form

Symptom: View errors mentioning facebook_url, linkedin_url, etc.

Cause: The view XML adds social media fields that may not exist in your Odoo

Solution:
1. These fields require additional modules or customization
2. You can remove the social media page from the view via customization
3. Or install a social media fields module

Existing leads don't have split names

Symptom: Old leads still show single contact_name

Cause: Module doesn't retroactively split existing names

Solution:
1. Manually update leads
2. Or use data import to split and re-import names
3. New leads will work correctly

Comparisons

How does this compare to standard Odoo CRM?

Why use this over manual name parsing?

• Consistent data entry - users enter names the same way
• Automatic sync - no manual field mapping
• Clean data - firstname/lastname always separate
• Better UX - standard Odoo forms enhanced

Integration

Does crm_lead_firstname work with partner_firstname?

Yes - it requires partner_firstname. They work together:
- partner_firstname: adds firstname/lastname to res.partner
- crm_lead_firstname: adds sync between crm.lead and partner firstname/lastname

Does it work with marketing automation?

Yes. With split names, you can use:
- {{object.contact_name}} for first name in lead templates
- {{object.partner_id.firstname}} for first name on linked partner

Data & Privacy

Where is my data stored?

All data is stored in your Odoo PostgreSQL database:
- crm_lead table gains contact_lastname column
- No external services contacted

Can I export split names?

Yes. When exporting leads:
- Include contact_name for first name
- Include contact_lastname for last name

Pricing & Licensing

Is crm_lead_firstname free?

Yes. This is an OCA (Odoo Community Association) module licensed under AGPL-3. Free to use, modify, and distribute.

Where does this module come from?

Original author: Antiun Ingeniería S.L. - Jairo Llopis
Maintained by: Tecnativa, OCA
Repository: https://github.com/OCA/crm

Support

Where can I get help with crm_lead_firstname?

• OCA Repository: https://github.com/OCA/crm
• OCA Website: https://odoo-community.org
• For SAM AI deployments: [email protected]

How do I report a bug?

1. Check OCA GitHub issues first
2. If new issue, report to https://github.com/OCA/crm/issues
3. Include Odoo version, module version, steps to reproduce

Known Issues

Version History

Last updated: 2025-01-26
Documentation by CTO Module Docs Agent