[IMP] crm: default filter is 'not dead' instead if 'unassigned' and displays an info message in the crm.stage form view. Dead leads should'nt be included in the default view since they can pollute the view over time. Instead, a filter for all leads (except the dead ones) is used by default. A small info message inform the user that the "dead" status is equivalent to setting probabilities to 0 and to fold the stage in kanban for a crm.stage.

This commit is contained in:
Damien Bouvy
2014-12-19 10:56:21 +01:00
committed by Richard Mathot
parent 8c45b87e93
commit 0c4c36f964
3 changed files with 12 additions and 2 deletions
+1 -1
View File
@@ -14,7 +14,7 @@
'stage_type':'lead',
'empty_list_help_model': 'crm.team',
'needaction_menu_ref': 'crm.menu_crm_opportunities',
'search_default_unassigned':1,
'search_default_to_process':1,
}
</field>
<field name="help" type="html">
+3
View File
@@ -356,6 +356,9 @@
<filter string="Unassigned" name="unassigned"
domain="[('user_id','=', False)]"
help="No salesperson"/>
<filter string="To Process" name="to_process"
domain="['|',('stage_id.probability','>', 0),('stage_id.fold','=', False)]"
help="Not marked as Dead"/>
<separator />
<filter string="New Mail" name="message_unread" domain="[('message_unread','=',True)]"/>
<separator />
+8 -1
View File
@@ -79,7 +79,14 @@
<field name="name"/>
<field name="sequence"/>
<field name="type"/>
<field name="probability"/>
<label for="probability" />
<div>
<field name="probability"/>
<p class="text-muted">
A stage will be considered as 'Won' if the probability is 100% and it is folded in Kanban View.<br/>
A stage will be considered as 'Lost (Dead)' if the probability is 0% and it is folded in Kanban View.
</p>
</div>
<field name="case_default" groups="base.group_multi_salesteams"/>
</group>
<group>