diff --git a/addons/crm/crm_lead_view.xml b/addons/crm/crm_lead_view.xml index 1a2e1f706ac..db3db54e8ea 100644 --- a/addons/crm/crm_lead_view.xml +++ b/addons/crm/crm_lead_view.xml @@ -371,9 +371,9 @@ + string="New" + name="current" help="New Leads" + domain="[('state','=','draft')]"/> @@ -674,9 +674,9 @@ + domain="[('state','=','draft')]"/> diff --git a/addons/crm/crm_phonecall_menu.xml b/addons/crm/crm_phonecall_menu.xml index 55e7657ec05..0531736572c 100644 --- a/addons/crm/crm_phonecall_menu.xml +++ b/addons/crm/crm_phonecall_menu.xml @@ -106,7 +106,7 @@ [('state','!=','done')] - + Scheduled calls list all the calls to be done by your sales team. A salesman can record the information about the call in the form view. This information will be stored in the partner form to trace every contact you have with a customer. You can also import a .CSV file with a list of calls to be done by your sales team. diff --git a/addons/crm/crm_phonecall_view.xml b/addons/crm/crm_phonecall_view.xml index d312a58febd..fabe399ec16 100644 --- a/addons/crm/crm_phonecall_view.xml +++ b/addons/crm/crm_phonecall_view.xml @@ -182,9 +182,6 @@ search - + + + CRM - Scheduled Calls Search + crm.phonecall + search + + + + + + + + + + + + + + + + + + + + + + + + + + + diff --git a/addons/crm/report/crm_lead_report_view.xml b/addons/crm/report/crm_lead_report_view.xml index 09c08108b56..90297c5b5c7 100644 --- a/addons/crm/report/crm_lead_report_view.xml +++ b/addons/crm/report/crm_lead_report_view.xml @@ -73,11 +73,13 @@ @@ -93,9 +95,13 @@ + string="New" + domain="[('state','=','draft')]" + help="Leads/Opportunities which are in New state"/> + Leads Analysis crm.lead.report form - {'search_default_filter_lead': 1, "search_default_user":1, "search_default_this_month":1, 'group_by_no_leaf':1, 'group_by':[]} + {'search_default_lead': 1, "search_default_user":1, "search_default_this_month":1, 'group_by_no_leaf':1, 'group_by':[]} tree,graph [] Leads Analysis allows you to check different CRM related information. Check for treatment delays, number of responses given and emails sent. You can sort out your leads analysis by different groups to get accurate grained analysis. @@ -231,7 +237,7 @@ Opportunities Analysis crm.lead.report form - {"search_default_filter_opportunity":1, "search_default_opportunity": 1, "search_default_user":1,"search_default_this_month":1,'group_by_no_leaf':1,'group_by':[]} + {"search_default_opportunity":1,"search_default_opportunity": 1, "search_default_user":1,"search_default_this_month":1,'group_by_no_leaf':1,'group_by':[]} tree,graph Opportunities Analysis gives you an instant access to your opportunities with information such as the expected revenue, planned cost, missed deadlines or the number of interactions per opportunity. This report is mainly used by the sales manager in order to do the periodic review with the teams of the sales pipeline. diff --git a/addons/crm_claim/crm_claim_view.xml b/addons/crm_claim/crm_claim_view.xml index 15956389e8e..129f08e255b 100644 --- a/addons/crm_claim/crm_claim_view.xml +++ b/addons/crm_claim/crm_claim_view.xml @@ -225,9 +225,9 @@ search - + - + diff --git a/addons/crm_fundraising/report/crm_fundraising_report_view.xml b/addons/crm_fundraising/report/crm_fundraising_report_view.xml index 645634e15e2..9a38caaf3c2 100644 --- a/addons/crm_fundraising/report/crm_fundraising_report_view.xml +++ b/addons/crm_fundraising/report/crm_fundraising_report_view.xml @@ -89,7 +89,7 @@ help="Funds raised in last month"/> crm.helpdesk tree,calendar,form - {"search_default_user_id":uid, 'search_default_section_id': section_id} + {"search_default_user_id":uid, "search_default_current":1, 'search_default_section_id': section_id} Helpdesk and Support allow you to track your interventions. Select a customer, add notes and categorize interventions with partners if necessary. You can also assign a priority level. Use the OpenERP Issues system to manage your support activities. Issues can be connected to the email gateway: new emails may create issues, each of them automatically gets the history of the conversation with the customer. diff --git a/addons/crm_helpdesk/crm_helpdesk_view.xml b/addons/crm_helpdesk/crm_helpdesk_view.xml index d8bd5319018..c4567cb8f31 100644 --- a/addons/crm_helpdesk/crm_helpdesk_view.xml +++ b/addons/crm_helpdesk/crm_helpdesk_view.xml @@ -232,6 +232,21 @@ search + + + + - - - + + crm.helpdesk.report form tree,graph - {"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]} + {"search_default_User":1,"search_default_this_month":1,'group_by_no_leaf':1,'group_by':[]} Have a general overview of all support requests by sorting them with specific criteria such as the processing time, number of requests answered, emails sent and costs.