[IMP] crm: improves action helper messages

This commit improves action helper message for the crm menus
for better onboarding.

Menus

1) Activity Types(action -> mail_activity_type_action_config_sales)
2) Sales Teams(action -> crm_team_action_config)
3) Lost Reasons(action -> crm_lost_reason_action)

Task-2584073
PR odoo/odoo#74082
This commit is contained in:
dht-odoo
2021-08-20 13:10:59 +00:00
committed by Thibault Delavallée
parent a02a258451
commit 10c5feab12
3 changed files with 11 additions and 7 deletions
+2 -4
View File
@@ -60,11 +60,9 @@
<field name="view_mode">tree,form</field>
<field name="help" type="html">
<p class="o_view_nocontent_smiling_face">
Define a new lost reason
Create a Lost Reason
</p><p>
Use lost reasons to explain why an opportunity is lost.
</p><p>
Some examples of lost reasons: "We don't have people/skill", "Price too high"
Use Lost Reasons to report on why opportunities are lost (e.g."Undercut by competitors").
</p>
</field>
</record>
+2 -3
View File
@@ -257,10 +257,9 @@
<field name="context">{}</field>
<field name="help" type="html">
<p class="o_view_nocontent_smiling_face">
Define a new sales team
Create a Sales Team
</p><p>
Use Sales Teams to organize your sales departments.
Each team will work with a separate pipeline.
Use Sales Teams to organize your sales departments and draw up reports.
</p>
</field>
</record>
@@ -5,5 +5,12 @@
<field name="res_model">mail.activity.type</field>
<field name="view_mode">tree,form</field>
<field name="domain">['|', ('res_model_id', '=', False), ('res_model_id.model', '=', 'res.partner')]</field>
<field name="help" type="html">
<p class="o_view_nocontent_smiling_face">
Create an Activity Type
</p><p>
Those represent the different categories of things you have to do (e.g. "Call" or "Prepare meeting").
</p>
</field>
</record>
</odoo>