From 74eccd8e0cdf4f61bcc7d8ec8f3933a91a8b2f1f Mon Sep 17 00:00:00 2001 From: Olivier Dony Date: Tue, 27 Sep 2011 14:01:19 +0200 Subject: [PATCH] [IMP] crm: New+Open toggled by default in opp search view + cleanup filter names bzr revid: odo@openerp.com-20110927120119-775qzw2ai9iyzf1o --- addons/crm/crm_lead_menu.xml | 4 ++-- addons/crm/crm_lead_view.xml | 8 ++++++-- 2 files changed, 8 insertions(+), 4 deletions(-) diff --git a/addons/crm/crm_lead_menu.xml b/addons/crm/crm_lead_menu.xml index 0d13911a5fe..9b0581844a5 100644 --- a/addons/crm/crm_lead_menu.xml +++ b/addons/crm/crm_lead_menu.xml @@ -9,7 +9,7 @@ ['|', ('type','=','lead'), ('type','=',False)] - {'search_default_current':1, 'default_type': 'lead', 'search_default_section_id': section_id, 'stage_type': 'lead'} + {'search_default_new':1, 'default_type': 'lead', 'search_default_section_id': section_id, 'stage_type': 'lead'} Leads allow you to manage and keep track of all initial contacts with a prospect or partner showing interest in your products or services. A lead is usually the first step in your sales cycle. Once qualified, a lead may be converted into a business opportunity, while creating the related partner for further detailed tracking of any linked activities. You can import a database of prospects, keep track of your business cards or integrate your website's contact form with the OpenERP Leads. Leads can be connected to the email gateway: new emails may create leads, each of them automatically gets the history of the conversation with the prospect. @@ -62,7 +62,7 @@ crm.lead tree,form,graph,calendar,kanban [('type','=','opportunity')] - {'search_default_user_id':uid,'search_default_current':1, 'search_default_section_id':section_id, 'stage_type': 'opportunity', 'default_type': 'opportunity'} + {'search_default_user_id':uid,'search_default_new':1, 'search_default_open':1, 'search_default_section_id':section_id, 'stage_type': 'opportunity', 'default_type': 'opportunity'} With opportunities you can manage and keep track of your sales pipeline by creating specific customer- or prospect-related sales documents to follow up potential sales. Information such as expected revenue, opportunity stage, expected closing date, communication history and much more can be stored. Opportunities can be connected to the email gateway: new emails may create opportunities, each of them automatically gets the history of the conversation with the customer. diff --git a/addons/crm/crm_lead_view.xml b/addons/crm/crm_lead_view.xml index 12a3428236d..42587eea2b0 100644 --- a/addons/crm/crm_lead_view.xml +++ b/addons/crm/crm_lead_view.xml @@ -372,13 +372,15 @@ @@ -675,13 +677,15 @@