Claim Categories crm.case.categ form [('object_id.model', '=', 'crm.claim')] Create claim categories to better manage and classify your claims. Some example of claims can be: preventive action, corrective action. Claim Stages crm.case.stage form {'search_default_claim':1} You can create claim stages to categorize the status of every claim entered in the system. The stages define all the steps required for the resolution of a claim. CRM - Claims Tree crm.claim tree