[IMP] crm,sale: lead email alias: usability improvements
This commit is contained in:
Yannick Tivisse
committed by
Richard Mathot
Richard Mathot
parent
981b978a35
commit
6cbf149ec3
@@ -169,18 +169,8 @@
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<div name="Sale Features"/>
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</group>
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</div>
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<div name="config_sale">
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<field name="module_crm" invisible="1"/>
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<separator string="Emails Integration" attrs="{'invisible': [('module_crm','=',False)]}"/>
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<p name="config_email_integration" attrs="{'invisible': [('module_crm','=',False)]}">
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Odoo allows to automatically create leads (or others documents)
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from incoming emails. You can automatically synchronize emails with Odoo
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using regular POP/IMAP accounts, using a direct email integration script for your
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email server, or by manually pushing emails to Odoo using specific
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plugins for your preferred email application.
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</p>
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</div>
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<div name="config_other"/>
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<div name="config_sale"/>
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<div name="config_pos"/>
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</form>
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</field>
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</record>
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@@ -1,14 +1,13 @@
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<?xml version="1.0" encoding="utf-8"?>
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<openerp>
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<data>
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<record id="view_sale_config_settings" model="ir.ui.view">
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<field name="name">crm settings</field>
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<field name="model">sale.config.settings</field>
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<field name="inherit_id" ref="base_setup.view_sale_config_settings"/>
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<field name="arch" type="xml">
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<data>
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<div name="config_sale" position="before">
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<div name="config_sale" position="inside">
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<separator string="Sale Services"/>
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<group>
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<label for="id" string="Pre-Sale Services"/>
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@@ -32,23 +31,38 @@
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</div>
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</div>
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</group>
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</div>
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<xpath expr="//p[@name='config_email_integration']" position="after">
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<group name="default_alias">
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<label for="id" string="Leads Email Alias"/>
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<div attrs="{'invisible': [('alias_domain', '=', False)]}">
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</div>
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<div name="config_sale" position="after">
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<div name="config_alias">
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<separator string="Emails Integration"/>
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<p name="config_email_integration">
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Odoo allows to automatically create leads
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from incoming emails.
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</p>
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<group>
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<label for="id" string="Leads Email Alias"/>
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<div>
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<field name="alias_prefix" class="oe_inline" attrs="{'required': [('alias_domain', '!=', False)]}"/>
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@
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<field name="alias_domain" class="oe_inline" readonly="1"/>
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<div>
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<span attrs="{'invisible': [('group_multi_salesteams', '!=', True)]}">
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<label string="Each sales team has an email alias that can be defined on the sales team form view" class="oe_inline oe_form_label_help oe_align_right"/>
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</span>
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<span class="oe_inline" attrs="{'invisible': [('group_multi_salesteams', '!=', False)]}">
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<label string="Automatically create new leads when an email is sent to the following alias :" class="oe_inline oe_form_label_help oe_align_right"/>
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<field name="alias_prefix" class="oe_inline"/>
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<span>@</span>
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<field name="alias_domain" class="oe_inline" readonly="1"/>
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</span>
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</div>
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<div attrs="{'invisible': [('alias_domain', 'not in', ['localhost', '', False])]}">
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<p>
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<label string="Your alias domain is not configured yet, or is still 'localhost'"/>
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<button type="action" name="base_setup.action_general_configuration" string="Configure your domain alias" icon="gtk-execute" class="oe_inline oe_link"/>
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</p>
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</div>
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</div>
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<p>
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All emails sent to this address and processed by the mailgateway
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will create a new lead.
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</p>
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</div>
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</group>
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</xpath>
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</group>
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</div>
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</div>
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</data>
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</field>
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</record>
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@@ -124,27 +124,28 @@
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<field name="use_leads"/><label for="use_leads" string="Leads"/>
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<field name="use_opportunities" class="oe_inline"/><label for="use_opportunities"/>
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</xpath>
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<xpath expr="//field[@name='change_responsible']" position="after">
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<label for="alias_name" string="Email Alias"
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attrs="{'invisible': [('alias_domain', '=', False)]}"/>
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<div name="alias_def"
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attrs="{'invisible': [('alias_domain', '=', False)]}">
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<field name="alias_id" class="oe_read_only oe_inline"
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string="Email Alias" required="0"/>
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<div class="oe_edit_only oe_inline" name="edit_alias" style="display: inline;" >
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<field name="alias_name" class="oe_inline"/>@<field name="alias_domain" class="oe_inline" readonly="1"/>
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</div>
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</div>
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<field name="alias_contact" class="oe_inline"
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string="Accept Emails From"
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attrs="{'invisible': [('alias_domain', '=', False)]}"/>
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</xpath>
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<xpath expr="//page[@string='Team Members']" position="after">
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<page string="Stages">
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<separator string="Select Stages for this Sales Team"/>
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<field name="stage_ids"/>
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</page>
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</xpath>
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<xpath expr="//field[@name='change_responsible']" position="after">
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<group name="alias_info" string="Leads Email Alias" class="oe_inline" attrs="{'invisible': [('alias_domain', '=', False)]}">
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<label for="alias_name" string="Email Alias"
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attrs="{'invisible': [('alias_domain', '=', False)]}"/>
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<div name="alias_def"
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attrs="{'invisible': [('alias_domain', '=', False)]}">
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<field name="alias_id" class="oe_read_only oe_inline"
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string="Email Alias" required="0"/>
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<div class="oe_edit_only oe_inline" name="edit_alias" style="display: inline;" >
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<field name="alias_name" class="oe_inline"/>@<field name="alias_domain" class="oe_inline" readonly="1"/>
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</div>
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</div>
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<field name="alias_contact" class="oe_inline"
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string="Accept Emails From"/>
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</group>
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</xpath>
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</field>
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</record>
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@@ -6,7 +6,7 @@
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<field name="model">sale.config.settings</field>
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<field name="inherit_id" ref="base_setup.view_sale_config_settings"/>
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<field name="arch" type="xml">
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<xpath expr="//field[@name='module_crm']" position="before">
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<xpath expr="//div[@name='config_pos']" position="inside">
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<separator string="Point of Sale"/>
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<group>
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<label for="id" string="Extensions"/>
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@@ -10,9 +10,11 @@
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<xpath expr="//div[@name='options_active']" position="inside">
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<field name="use_quotations" class="oe_inline"/><label for="use_quotations"/>
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</xpath>
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<xpath expr="//field[@name='code']" position="after">
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<field name="invoiced_target"/>
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<field name="invoiced_forecast"/>
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<xpath expr="//group[@name='sales_team_more_info']" position="after">
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<group string="Invoicing">
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<field name="invoiced_target"/>
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<field name="invoiced_forecast"/>
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</group>
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</xpath>
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</data>
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</field>
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@@ -7,7 +7,7 @@
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<field name="inherit_id" ref="base_setup.view_sale_config_settings"/>
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<field name="arch" type="xml">
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<data>
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<div name="config_sale" position="before">
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<div name="config_sale" position="after">
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<separator string="Sales Teams"/>
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<group>
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<label for="id" string="Manage Sales Teams"/>
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@@ -104,8 +104,6 @@
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<field name="active"/>
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</group>
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<group name="right">
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<field name="parent_id"/>
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<field name="change_responsible"/>
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</group>
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</group>
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<notebook colspan="4">
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@@ -129,6 +127,17 @@
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</kanban>
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</field>
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</page>
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<page string="More Info" groups="base.group_sale_manager">
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<group name="sales_team_more_info">
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<group string="Escalation">
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<field name="parent_id"/>
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<field name="change_responsible"/>
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</group>
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<group>
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<field name="active"/>
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</group>
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</group>
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</page>
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<page string="Notes">
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<field name="note"/>
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</page>
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