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