diff --git a/addons/base_setup/base_setup_data.xml b/addons/base_setup/base_setup_data.xml
index 2f53f2c322d..b468762ed13 100644
--- a/addons/base_setup/base_setup_data.xml
+++ b/addons/base_setup/base_setup_data.xml
@@ -8,8 +8,8 @@
-
+
@@ -188,6 +188,7 @@
{'search_default_lead':1, "search_default_user":1,"search_default_this_month":1,'group_by_no_leaf':1,'group_by':[]}
tree,graph
[('type', '=', 'lead')]
+ Leads Analysis allows you to consult different informations relative to CRM. Check for treatments delays, number of responses given and emails send. You can sort out your leads analysis on different groups to get fine grained analysis.
@@ -211,6 +212,7 @@
{"search_default_opportunity": 1, "search_default_user":1,"search_default_this_month":1,'group_by_no_leaf':1,'group_by':[]}
tree,graph
[('type', '=', 'opportunity')]
+ Opportunities Analysis menu gives you an instant access to your opportunities like expected revenue, planned cost, overpassed deadline or the number of exchanges by opportunity.
diff --git a/addons/crm/report/crm_phonecall_report_view.xml b/addons/crm/report/crm_phonecall_report_view.xml
index 5e809d16472..004c5a4931d 100644
--- a/addons/crm/report/crm_phonecall_report_view.xml
+++ b/addons/crm/report/crm_phonecall_report_view.xml
@@ -171,6 +171,7 @@
{"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]}
+ Get an anlysis of Phone Calls number and delay to close, stage, user suits to different groups for a global or a fine grained analysis.
diff --git a/addons/crm/wizard/crm_lead_to_opportunity.py b/addons/crm/wizard/crm_lead_to_opportunity.py
index acb259718f1..b8bc3172019 100644
--- a/addons/crm/wizard/crm_lead_to_opportunity.py
+++ b/addons/crm/wizard/crm_lead_to_opportunity.py
@@ -79,6 +79,7 @@ class crm_lead2opportunity(osv.osv_memory):
'probability': this.probability,
'name': this.name,
'partner_id': this.partner_id.id,
+ 'user_id': this.partner_id.user_id.id or lead.user_id.id,
'type': 'opportunity'
}
lead_obj.write(cr, uid, lead.id, vals, context=context)
diff --git a/addons/crm/wizard/crm_opportunity_to_phonecall.py b/addons/crm/wizard/crm_opportunity_to_phonecall.py
index 948d8219ec2..b808703304f 100644
--- a/addons/crm/wizard/crm_opportunity_to_phonecall.py
+++ b/addons/crm/wizard/crm_opportunity_to_phonecall.py
@@ -110,7 +110,7 @@ class crm_opportunity2phonecall(osv.osv_memory):
'categ_id' : categ_id,
'description' : opp.description or False,
'date' : this.date,
- 'section_id' : opp.section_id and opp.section_id.id or False,
+ 'section_id' : this.section_id.id or opp.section_id.id or False,
'partner_id': opp.partner_id and opp.partner_id.id or False,
'partner_address_id': opp.partner_address_id and opp.partner_address_id.id or False,
'partner_phone' : opp.phone or (opp.partner_address_id and opp.partner_address_id.phone or False),
diff --git a/addons/crm/wizard/crm_send_email.py b/addons/crm/wizard/crm_send_email.py
index 08026b1140d..923c32fb4e0 100644
--- a/addons/crm/wizard/crm_send_email.py
+++ b/addons/crm/wizard/crm_send_email.py
@@ -48,7 +48,7 @@ class crm_send_new_email(osv.osv_memory):
'email_to' : fields.char('To', size=512, required=True),
'email_from' : fields.char('From', size=128, required=True),
'reply_to' : fields.char('Reply To', size=128, required=True, help="Reply-to of the Sales team defined on this case"),
- 'email_cc' : fields.char('CC', size=512, help="Carbon Copy: list of recipients that will receive a copy of this mail"),
+ 'email_cc' : fields.char('CC', size=512, help="These addresses will receive a copy of this email. To modify the permanent CC list, edit the global CC field of this case"),
'subject': fields.char('Subject', size=512, required=True),
'body': fields.text('Message Body', required=True),
'state': fields.selection(crm.AVAILABLE_STATES, string='Set New State To', required=True),
diff --git a/addons/crm_claim/crm_claim.py b/addons/crm_claim/crm_claim.py
index e31b585a592..b453ebfc4aa 100644
--- a/addons/crm_claim/crm_claim.py
+++ b/addons/crm_claim/crm_claim.py
@@ -75,7 +75,7 @@ class crm_claim(osv.osv, crm.crm_case):
'partner_address_id': fields.many2one('res.partner.address', 'Partner Contact', \
# domain="[('partner_id','=',partner_id)]"
),
- 'email_cc': fields.text('Watchers Emails', size=252, help="These addresses(Comma-separated) will receive a copy of the future communication between partner and users"),
+ 'email_cc': fields.text('Watchers Emails', size=252, help="These email addresses will be added to the CC field of all inbound and outbound emails for this record before being sent. Separate multiple email addresses with a comma"),
'email_from': fields.char('Email', size=128, help="These people will receive email."),
'partner_name': fields.char("Employee's Name", size=64),
'partner_mobile': fields.char('Mobile', size=32),
diff --git a/addons/crm_claim/crm_claim_menu.xml b/addons/crm_claim/crm_claim_menu.xml
index 14754ff7857..3e853936541 100644
--- a/addons/crm_claim/crm_claim_menu.xml
+++ b/addons/crm_claim/crm_claim_menu.xml
@@ -16,6 +16,7 @@
{"search_default_section_id":section_id,"search_default_current":1,"search_default_user_id":uid}
+ Record and trace your customers' claims here. A claim is defined by a client name, several types, a status and a priority level. A claim can also be a preventive or repairing action. A claim can be linked to a reference like a sales order, or a lot. You can send emails with attachments and get the history of the claim treatment (emails send, interventions type, etc.).
diff --git a/addons/crm_fundraising/crm_fundraising.py b/addons/crm_fundraising/crm_fundraising.py
index 8c5ca0ccdb9..99b8fc06dae 100644
--- a/addons/crm_fundraising/crm_fundraising.py
+++ b/addons/crm_fundraising/crm_fundraising.py
@@ -46,7 +46,7 @@ class crm_fundraising(osv.osv, crm.crm_case):
'partner_id': fields.many2one('res.partner', 'Partner'),
'partner_address_id': fields.many2one('res.partner.address', 'Partner Contact', \
domain="[('partner_id','=',partner_id)]"),
- 'email_cc': fields.text('Watchers Emails', size=252 , help="These addresses(Comma-separated) will receive a copy of the future communication between partner and users"),
+ 'email_cc': fields.text('Watchers Emails', size=252 , help="These email addresses will be added to the CC field of all inbound and outbound emails for this record before being sent. Separate multiple email addresses with a comma"),
'email_from': fields.char('Email', size=128, help="These people will receive email."),
'date_closed': fields.datetime('Closed', readonly=True),
'date': fields.datetime('Date'),
diff --git a/addons/crm_fundraising/crm_fundraising_menu.xml b/addons/crm_fundraising/crm_fundraising_menu.xml
index 440f1cd29b8..3c97e662d30 100644
--- a/addons/crm_fundraising/crm_fundraising_menu.xml
+++ b/addons/crm_fundraising/crm_fundraising_menu.xml
@@ -15,6 +15,7 @@
{"search_default_user_id":uid,"search_default_current":1}
+ When you wish to support your organization or a campaign, trace here all your activities for collecting money. The menu open a search list where you can find funds description, email, history, probability of success. Several actions buttons allows you to easily modify your different fund status.
diff --git a/addons/crm_fundraising/report/crm_fundraising_report_view.xml b/addons/crm_fundraising/report/crm_fundraising_report_view.xml
index 8bf5a993925..c3528accd58 100644
--- a/addons/crm_fundraising/report/crm_fundraising_report_view.xml
+++ b/addons/crm_fundraising/report/crm_fundraising_report_view.xml
@@ -181,10 +181,10 @@
{"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]}
+ With Fund Raising get at a glance a view to your fund raising campaigns with the estimated revenue, average probability and delay to close.
-
-
+
tree
diff --git a/addons/crm_helpdesk/crm_helpdesk.py b/addons/crm_helpdesk/crm_helpdesk.py
index 777fc54ebf0..2894a429865 100644
--- a/addons/crm_helpdesk/crm_helpdesk.py
+++ b/addons/crm_helpdesk/crm_helpdesk.py
@@ -49,7 +49,7 @@ class crm_helpdesk(osv.osv, crm.crm_case):
'partner_id': fields.many2one('res.partner', 'Partner'),
'partner_address_id': fields.many2one('res.partner.address', 'Partner Contact', \
domain="[('partner_id','=',partner_id)]"),
- 'email_cc': fields.text('Watchers Emails', size=252 , help="These addresses(Comma-separated) will receive a copy of the future communication between partner and users"),
+ 'email_cc': fields.text('Watchers Emails', size=252 , help="These email addresses will be added to the CC field of all inbound and outbound emails for this record before being sent. Separate multiple email addresses with a comma"),
'email_from': fields.char('Email', size=128, help="These people will receive email."),
'date': fields.datetime('Date'),
'ref' : fields.reference('Reference', selection=crm._links_get, size=128),
diff --git a/addons/crm_helpdesk/crm_helpdesk_menu.xml b/addons/crm_helpdesk/crm_helpdesk_menu.xml
index 8ac1cb7df4b..30267e7b4f2 100644
--- a/addons/crm_helpdesk/crm_helpdesk_menu.xml
+++ b/addons/crm_helpdesk/crm_helpdesk_menu.xml
@@ -13,6 +13,7 @@
{"search_default_user_id":uid}
+ Alike records and processing of claims, Helpdesk and Support is a good tool to trace your interventions. This menu is more adapted to an oral communication, which is not necessarily related to a claim. Select a customer, add notes and categorize your interventions with a channel and a priority level.
diff --git a/addons/crm_helpdesk/report/crm_helpdesk_report_view.xml b/addons/crm_helpdesk/report/crm_helpdesk_report_view.xml
index 0ee5d565a08..0b5a2dda487 100644
--- a/addons/crm_helpdesk/report/crm_helpdesk_report_view.xml
+++ b/addons/crm_helpdesk/report/crm_helpdesk_report_view.xml
@@ -163,6 +163,7 @@
tree,graph
+ Helpdesk allows you to consult different informations relative to support demands. Check for treatments delays, number of responses given and emails send and costs. You can sort out your analysis on different groups to get fine grained analysis.
diff --git a/addons/document/document_view.xml b/addons/document/document_view.xml
index 1a5a4c8e1e3..dec99fab65b 100644
--- a/addons/document/document_view.xml
+++ b/addons/document/document_view.xml
@@ -317,6 +317,8 @@
ir.attachment
Document
form
+
+ Documents give your access to all attached documents; it's a repository of all attached documents (mails, documents attached to a project, etc.)
@@ -250,6 +251,7 @@
[('parent_id','=',False)]
tree
+ Products category opens a tree structure view of your products by category.