diff --git a/addons/account/partner_view.xml b/addons/account/partner_view.xml index 7ac1efd4f9f..d21c1c532ed 100644 --- a/addons/account/partner_view.xml +++ b/addons/account/partner_view.xml @@ -92,34 +92,7 @@ - -
- - - - - - - - - - - - - - - -
+ diff --git a/addons/crm/crm_lead_menu.xml b/addons/crm/crm_lead_menu.xml index 04758f4ffe0..208d92a6684 100644 --- a/addons/crm/crm_lead_menu.xml +++ b/addons/crm/crm_lead_menu.xml @@ -14,12 +14,13 @@

Click to create an unqualified lead.

- A lead is usually the first step in your sales cycle. It can be - a contact with a new prospect, a company you target, a contact form - filled in your website, etc. + Use leads if you need a qualification step before creating an + opportunity or a customer. It can be a business card you received, + a contact form filled in your website, or a file of unqualified + prospects you import, etc.

Once qualified, the lead can be converted into a business - opportunity and a new customer in your address book. + opportunity and/or a new customer in your address book.

diff --git a/addons/crm/crm_phonecall_menu.xml b/addons/crm/crm_phonecall_menu.xml index ba8c4768c09..c359aa461e7 100644 --- a/addons/crm/crm_phonecall_menu.xml +++ b/addons/crm/crm_phonecall_menu.xml @@ -6,8 +6,8 @@ id="crm_case_categ_phone_create_partner" name="Schedule a Call" res_model="crm.phonecall" - view_mode="calendar,tree,form" - context="{'search_default_partner_id': [active_id], 'default_duration': 1.0, 'default_partner_id': active_id}" + view_mode="tree,form,calendar" + context="{'search_default_partner_id': active_id, 'default_duration': 1.0, 'default_partner_id': active_id}" groups="base.group_sale_salesman" /> diff --git a/addons/crm/res_partner.py b/addons/crm/res_partner.py index 55cc0c95b2c..e43534476fd 100644 --- a/addons/crm/res_partner.py +++ b/addons/crm/res_partner.py @@ -26,12 +26,16 @@ class res_partner(osv.osv): _inherit = 'res.partner' def _opportunity_meeting_count(self, cr, uid, ids, field_name, arg, context=None): - res = {} - for partner in self.browse(cr, uid, ids, context): - res[partner.id] = { - 'opportunity_count': len(partner.opportunity_ids), - 'meeting_count': len(partner.meeting_ids), - } + res = dict(map(lambda x: (x,{'opportunity_count': 0, 'meeting_count': 0}), ids)) + # the user may not have access rights for opportunities or meetings + try: + for partner in self.browse(cr, uid, ids, context): + res[partner.id] = { + 'opportunity_count': len(partner.opportunity_ids), + 'meeting_count': len(partner.meeting_ids), + } + except: + pass return res _columns = { diff --git a/addons/crm/res_partner_view.xml b/addons/crm/res_partner_view.xml index eae78de70a0..84a0bd4cf49 100644 --- a/addons/crm/res_partner_view.xml +++ b/addons/crm/res_partner_view.xml @@ -54,7 +54,7 @@ res.partner crm.meeting calendar,tree,form,gantt - {'search_default_partner_ids': active_id} + {'default_partner_ids': [active_id]} diff --git a/addons/crm_claim/crm_claim_view.xml b/addons/crm_claim/crm_claim_view.xml index 820fb38e58a..9643a56bfe2 100644 --- a/addons/crm_claim/crm_claim_view.xml +++ b/addons/crm_claim/crm_claim_view.xml @@ -241,7 +241,7 @@ False - + diff --git a/addons/crm_profiling/crm_profiling_view.xml b/addons/crm_profiling/crm_profiling_view.xml index 1e894b456c0..dacbca0b3c6 100644 --- a/addons/crm_profiling/crm_profiling_view.xml +++ b/addons/crm_profiling/crm_profiling_view.xml @@ -124,7 +124,7 @@ - +