From 88acb39c5f3dd666e00cee653b616e8989bfe86c Mon Sep 17 00:00:00 2001 From: "DBR (OpenERP)" Date: Mon, 19 Sep 2011 12:39:09 +0530 Subject: [PATCH 1/9] [IMP]sales_crm : Improve the search view bzr revid: dbr@tinyerp.com-20110919070909-em15z9u8epr93jh5 --- addons/crm/crm_lead_view.xml | 4 +- addons/crm/crm_phonecall_menu.xml | 2 +- addons/crm/crm_phonecall_view.xml | 53 +++++++++++++++++-- addons/crm/report/crm_lead_report_view.xml | 14 +++-- addons/crm_claim/crm_claim_view.xml | 2 +- .../report/crm_claim_report_view.xml | 4 +- .../crm_fundraising/crm_fundraising_view.xml | 2 +- .../report/crm_fundraising_report_view.xml | 4 +- addons/crm_helpdesk/crm_helpdesk_view.xml | 17 ++++++ .../report/crm_helpdesk_report_view.xml | 10 ++-- 10 files changed, 91 insertions(+), 21 deletions(-) diff --git a/addons/crm/crm_lead_view.xml b/addons/crm/crm_lead_view.xml index 118bf117035..b041934d3fd 100644 --- a/addons/crm/crm_lead_view.xml +++ b/addons/crm/crm_lead_view.xml @@ -372,7 +372,7 @@ [('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..56d58c048bb 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 @@ + + help="Leads/Opportunities which are in draft and open 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_filter_lead': 1, "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_filter_opportunity":1, "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..53220a5304d 100644 --- a/addons/crm_claim/crm_claim_view.xml +++ b/addons/crm_claim/crm_claim_view.xml @@ -225,7 +225,7 @@ search - - - - search + + + + + + + - - - + + Date: Mon, 19 Sep 2011 14:17:50 +0530 Subject: [PATCH 2/9] [IMP]sales_crm : Improve the icons bzr revid: dbr@tinyerp.com-20110919084750-d3rjbeeyrqmz742c --- addons/crm_claim/report/crm_claim_report_view.xml | 2 +- addons/crm_fundraising/report/crm_fundraising_report_view.xml | 2 +- 2 files changed, 2 insertions(+), 2 deletions(-) diff --git a/addons/crm_claim/report/crm_claim_report_view.xml b/addons/crm_claim/report/crm_claim_report_view.xml index 35a1a9168c4..29650fd7503 100644 --- a/addons/crm_claim/report/crm_claim_report_view.xml +++ b/addons/crm_claim/report/crm_claim_report_view.xml @@ -67,7 +67,7 @@ help="Claims created in last month"/> - - Date: Mon, 19 Sep 2011 15:07:37 +0530 Subject: [PATCH 3/9] [IMP]crm : Improve the code bzr revid: dbr@tinyerp.com-20110919093737-ehrbimwl7um2do3j --- addons/crm/report/crm_lead_report_view.xml | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/addons/crm/report/crm_lead_report_view.xml b/addons/crm/report/crm_lead_report_view.xml index 56d58c048bb..8a0a61f3b20 100644 --- a/addons/crm/report/crm_lead_report_view.xml +++ b/addons/crm/report/crm_lead_report_view.xml @@ -215,7 +215,7 @@ Leads Analysis crm.lead.report form - {'search_default_filter_lead': 1, "search_default_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. @@ -237,7 +237,7 @@ Opportunities Analysis crm.lead.report form - {"search_default_filter_opportunity":1, "search_default_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. From 82b56b64a1748a986a1f2e82ad1908cf18f5d7e2 Mon Sep 17 00:00:00 2001 From: "DBR (OpenERP)" Date: Mon, 19 Sep 2011 16:06:53 +0530 Subject: [PATCH 4/9] [IMP]crm_helpdesk : Improve the filter bzr revid: dbr@tinyerp.com-20110919103653-cdw9nt96xgsy5zgj --- addons/crm_helpdesk/crm_helpdesk_menu.xml | 2 +- addons/crm_helpdesk/crm_helpdesk_view.xml | 6 ++---- addons/crm_helpdesk/report/crm_helpdesk_report_view.xml | 2 +- 3 files changed, 4 insertions(+), 6 deletions(-) diff --git a/addons/crm_helpdesk/crm_helpdesk_menu.xml b/addons/crm_helpdesk/crm_helpdesk_menu.xml index 162cef8c15d..31ee27345b0 100644 --- a/addons/crm_helpdesk/crm_helpdesk_menu.xml +++ b/addons/crm_helpdesk/crm_helpdesk_menu.xml @@ -11,8 +11,8 @@ 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 746b96a6951..aca7ac061a8 100644 --- a/addons/crm_helpdesk/crm_helpdesk_view.xml +++ b/addons/crm_helpdesk/crm_helpdesk_view.xml @@ -232,7 +232,8 @@ 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. From d24b721ae9e14c6049eeecbcd76c47966fd59a55 Mon Sep 17 00:00:00 2001 From: "DBR (OpenERP)" Date: Mon, 19 Sep 2011 16:42:14 +0530 Subject: [PATCH 5/9] [IMP]crm_helpdesk : Improve the code bzr revid: dbr@tinyerp.com-20110919111214-m7f5j63fvscxnzv8 --- addons/crm_helpdesk/crm_helpdesk_view.xml | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/addons/crm_helpdesk/crm_helpdesk_view.xml b/addons/crm_helpdesk/crm_helpdesk_view.xml index aca7ac061a8..20a0dcef570 100644 --- a/addons/crm_helpdesk/crm_helpdesk_view.xml +++ b/addons/crm_helpdesk/crm_helpdesk_view.xml @@ -232,12 +232,12 @@ search - From 8a227c67628fd4d39caf0fc2de0bc16216e386c2 Mon Sep 17 00:00:00 2001 From: "DBR (OpenERP)" Date: Mon, 19 Sep 2011 16:54:13 +0530 Subject: [PATCH 6/9] [IMP]crm_helpdesk : Improve the filter help bzr revid: dbr@tinyerp.com-20110919112413-zcs8fdfhn32l82sk --- addons/crm_helpdesk/crm_helpdesk_view.xml | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/addons/crm_helpdesk/crm_helpdesk_view.xml b/addons/crm_helpdesk/crm_helpdesk_view.xml index 20a0dcef570..c3f229861c1 100644 --- a/addons/crm_helpdesk/crm_helpdesk_view.xml +++ b/addons/crm_helpdesk/crm_helpdesk_view.xml @@ -239,7 +239,7 @@ Date: Tue, 20 Sep 2011 16:59:22 +0530 Subject: [PATCH 7/9] [IMP]Improve the help bzr revid: dbr@tinyerp.com-20110920112922-gacht3qg0o4ypkx9 --- addons/crm/crm_lead_view.xml | 4 ++-- addons/crm/report/crm_lead_report_view.xml | 2 +- addons/crm_claim/crm_claim_view.xml | 2 +- addons/crm_helpdesk/crm_helpdesk_view.xml | 2 +- 4 files changed, 5 insertions(+), 5 deletions(-) diff --git a/addons/crm/crm_lead_view.xml b/addons/crm/crm_lead_view.xml index b041934d3fd..141d8228347 100644 --- a/addons/crm/crm_lead_view.xml +++ b/addons/crm/crm_lead_view.xml @@ -373,7 +373,7 @@ + help="Leads/Opportunities which are in New state"/> + help="New Claims" /> + help="New Helpdesk Request" /> Date: Wed, 21 Sep 2011 11:11:46 +0530 Subject: [PATCH 8/9] [IMP]Improve the help bzr revid: dbr@tinyerp.com-20110921054146-o0dhl9b1olp2hnk4 --- addons/crm/crm_lead_view.xml | 4 ++-- addons/crm_claim/crm_claim_view.xml | 2 +- addons/crm_fundraising/crm_fundraising_view.xml | 2 +- addons/crm_helpdesk/crm_helpdesk_view.xml | 2 +- 4 files changed, 5 insertions(+), 5 deletions(-) diff --git a/addons/crm/crm_lead_view.xml b/addons/crm/crm_lead_view.xml index 141d8228347..2a1269be1f6 100644 --- a/addons/crm/crm_lead_view.xml +++ b/addons/crm/crm_lead_view.xml @@ -373,7 +373,7 @@ + help="New and Open Claims" /> + help="New and Open Funds" /> diff --git a/addons/crm_helpdesk/crm_helpdesk_view.xml b/addons/crm_helpdesk/crm_helpdesk_view.xml index 3353840133c..c00769995d7 100644 --- a/addons/crm_helpdesk/crm_helpdesk_view.xml +++ b/addons/crm_helpdesk/crm_helpdesk_view.xml @@ -235,7 +235,7 @@ + help="New and Open Helpdesk Request" /> Date: Wed, 21 Sep 2011 12:45:44 +0530 Subject: [PATCH 9/9] [IMP]Improve Domains bzr revid: dbr@tinyerp.com-20110921071544-quyoatb7d1ba5fh3 --- addons/crm/crm_lead_view.xml | 8 ++++---- addons/crm/report/crm_lead_report_view.xml | 4 ++-- addons/crm_claim/crm_claim_view.xml | 4 ++-- addons/crm_fundraising/crm_fundraising_view.xml | 4 ++-- addons/crm_helpdesk/crm_helpdesk_view.xml | 4 ++-- 5 files changed, 12 insertions(+), 12 deletions(-) diff --git a/addons/crm/crm_lead_view.xml b/addons/crm/crm_lead_view.xml index 2a1269be1f6..9a0abd6e663 100644 --- a/addons/crm/crm_lead_view.xml +++ b/addons/crm/crm_lead_view.xml @@ -373,8 +373,8 @@ + name="current" help="New Leads" + domain="[('state','=','draft')]"/> @@ -675,9 +675,9 @@ + domain="[('state','=','draft')]"/> diff --git a/addons/crm/report/crm_lead_report_view.xml b/addons/crm/report/crm_lead_report_view.xml index 13dc7350497..90297c5b5c7 100644 --- a/addons/crm/report/crm_lead_report_view.xml +++ b/addons/crm/report/crm_lead_report_view.xml @@ -100,8 +100,8 @@ help="Leads/Opportunities which are in New state"/> + domain="[('state','=','open')]" + help="Leads/Opportunities which are in open state"/> + domain="[('state','=','draft')]" + help="New Claims" /> + domain="[('state','=','draft')]" name="current" + help="New Funds" /> diff --git a/addons/crm_helpdesk/crm_helpdesk_view.xml b/addons/crm_helpdesk/crm_helpdesk_view.xml index c00769995d7..c4567cb8f31 100644 --- a/addons/crm_helpdesk/crm_helpdesk_view.xml +++ b/addons/crm_helpdesk/crm_helpdesk_view.xml @@ -234,8 +234,8 @@ + domain="[('state','=','draft')]" + help="New Helpdesk Request" />