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 @@
+ icon="terp-mail-message-new" type="action" />
+ icon="terp-mail-forward" type="action" />
diff --git a/addons/crm/crm_meeting_menu.xml b/addons/crm/crm_meeting_menu.xml
index 027ebed0a7a..3d8c92b44f1 100644
--- a/addons/crm/crm_meeting_menu.xml
+++ b/addons/crm/crm_meeting_menu.xml
@@ -52,6 +52,7 @@
{"search_default_user_id":uid}
+ The calendar of meetings is shared between sales teams and fully integrated with the others applications like the employee holidays. You can also synchronize meetings with your mobile phone using the caldav interface.
diff --git a/addons/crm/crm_opportunity.py b/addons/crm/crm_opportunity.py
index 5869f94e72e..1b7658a1ff9 100644
--- a/addons/crm/crm_opportunity.py
+++ b/addons/crm/crm_opportunity.py
@@ -150,6 +150,19 @@ class crm_opportunity(osv.osv):
return {'value':{}}
return {'value':{'probability': stage.probability}}
+ def onchange_assign_id(self, cr, uid, ids, partner_assigned_id, context={}):
+ """This function updates the "assignation date" automatically, when manually assign a partner in the geo assign tab
+ @param self: The object pointer
+ @param cr: the current row, from the database cursor,
+ @param uid: the current user’s ID for security checks,
+ @param ids: List of stage’s IDs
+ @stage_id: change state id on run time """
+
+ if not partner_assigned_id:
+ return {'value':{'date_assign': False}}
+ else:
+ return {'value':{'date_assign': time.strftime('%Y-%m-%d')}}
+
_defaults = {
'company_id': lambda s,cr,uid,c: s.pool.get('res.company')._company_default_get(cr, uid, 'crm.lead', context=c),
'priority': crm.AVAILABLE_PRIORITIES[2][0],
diff --git a/addons/crm/crm_opportunity_menu.xml b/addons/crm/crm_opportunity_menu.xml
index 60ade626071..27d25e34ef9 100644
--- a/addons/crm/crm_opportunity_menu.xml
+++ b/addons/crm/crm_opportunity_menu.xml
@@ -30,6 +30,8 @@
{'search_default_user_id':uid,'search_default_current':1, 'default_type': 'opportunity'}
+ Opportunities allows you to track your best deals pipeline: history of the communication, expected revenues, stage of each opportunity, excepted closings, etc. Opportunities are usually connected with the email gateway: new emails may create opportunities and each opportunity automatically gets the history of the conversation with the customer.
+ Your teams will be able to plan meeting and phonecalls from opportunities, to convert opportunities into quotations, to manage documents related to the opportunity, to track all activities related to this customer, etc.
diff --git a/addons/crm/crm_opportunity_view.xml b/addons/crm/crm_opportunity_view.xml
index 4eaaac03cea..894a4e86ea3 100644
--- a/addons/crm/crm_opportunity_view.xml
+++ b/addons/crm/crm_opportunity_view.xml
@@ -29,8 +29,8 @@
-
+
@@ -127,7 +127,7 @@
string="Reply"
name="%(crm.action_crm_send_mail)d"
context="{'mail':'reply', 'model': 'crm.lead', 'include_original' : True}"
- icon="gtk-undo" type="action" />
+ icon="terp-mail-replied" type="action" />
+ icon="terp-mail-message-new" type="action" />
+ icon="terp-mail-forward" type="action" />
@@ -182,7 +182,7 @@
-
+
+
-
+
diff --git a/addons/crm/crm_phonecall_menu.xml b/addons/crm/crm_phonecall_menu.xml
index 9beb4f4c0c4..481e92ec134 100644
--- a/addons/crm/crm_phonecall_menu.xml
+++ b/addons/crm/crm_phonecall_menu.xml
@@ -12,7 +12,7 @@
domain="[('partner_id', '=', active_id)]"
groups="base.group_extended"
/>
-
+
+ Trace easily all your Inbound calls. The Inbound menu open a search view in editable mode, so you can easily modify or add a new call record. With the actions buttons convert a lead into an opportunity or plan a meeting.
+
@@ -105,6 +107,7 @@
+ The Outbound menu open a search view in editable mode, so you can easily modify or plan a new call. Actions buttons allows you to to make you call status evolved for a better follow up of your planned calls. During calls, convert your lead into an opportunity, plan a meeting or canceled it.
diff --git a/addons/crm/crm_phonecall_view.xml b/addons/crm/crm_phonecall_view.xml
index 702be16dbea..49340944bc5 100644
--- a/addons/crm/crm_phonecall_view.xml
+++ b/addons/crm/crm_phonecall_view.xml
@@ -45,6 +45,7 @@
+
-
+
@@ -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_claim/crm_claim_view.xml b/addons/crm_claim/crm_claim_view.xml
index 7357ef14039..2371a29b06a 100644
--- a/addons/crm_claim/crm_claim_view.xml
+++ b/addons/crm_claim/crm_claim_view.xml
@@ -175,7 +175,7 @@
string="Reply"
name="%(crm.action_crm_send_mail)d"
context="{'mail':'reply', 'model': 'crm.claim', 'include_original' : True}"
- icon="gtk-undo" type="action" />
+ icon="terp-mail-replied" type="action" />
{"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/crm_fundraising_view.xml b/addons/crm_fundraising/crm_fundraising_view.xml
index 1b2a1bdc6d2..7368bb5e349 100644
--- a/addons/crm_fundraising/crm_fundraising_view.xml
+++ b/addons/crm_fundraising/crm_fundraising_view.xml
@@ -165,7 +165,7 @@
string="Reply"
name="%(crm.action_crm_send_mail)d"
context="{'mail':'reply', 'model': 'crm.fundraising', 'include_original' : True}"
- icon="gtk-undo" type="action" />
+ icon="terp-mail-replied" type="action" />
+ icon="terp-mail-message-new" type="action" />
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/crm_helpdesk_view.xml b/addons/crm_helpdesk/crm_helpdesk_view.xml
index b22e59abb7d..f754adfdcc5 100644
--- a/addons/crm_helpdesk/crm_helpdesk_view.xml
+++ b/addons/crm_helpdesk/crm_helpdesk_view.xml
@@ -103,7 +103,7 @@
string="Reply"
name="%(crm.action_crm_send_mail)d"
context="{'mail':'reply', 'model': 'crm.helpdesk', 'include_original' : True}"
- icon="gtk-undo" type="action" />
+ icon="terp-mail-replied" type="action" />
+ icon="terp-mail-message-new" type="action" />
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.attachmentDocumentform
+
+ Documents give your access to all attached documents; it's a repository of all attached documents (mails, documents attached to a project, etc.)
+ icon="terp-mail-replied" type="action" />
+ icon="terp-mail-message-new" type="action" />
diff --git a/addons/hr_recruitment/hr_recruitment.py b/addons/hr_recruitment/hr_recruitment.py
index 4d482b6fbca..871c7ef3422 100644
--- a/addons/hr_recruitment/hr_recruitment.py
+++ b/addons/hr_recruitment/hr_recruitment.py
@@ -72,9 +72,7 @@ class hr_applicant(osv.osv, crm.crm_case):
select=True, help='Sales team to which Case belongs to.\
Define Responsible user and Email account for mail gateway.'),
'email_from': fields.char('Email', size=128, help="These people will receive email."),
- 'email_cc': fields.text('Watchers Emails', size=252 , help="These people\
- will receive a copy of the future" \
- " communication between partner and users by email"),
+ '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"),
'probability': fields.float('Probability'),
'partner_id': fields.many2one('res.partner', 'Partner'),
'partner_address_id': fields.many2one('res.partner.address', 'Partner Contact', \
diff --git a/addons/hr_recruitment/hr_recruitment_view.xml b/addons/hr_recruitment/hr_recruitment_view.xml
index 201d6dba07d..ef89b932eb3 100644
--- a/addons/hr_recruitment/hr_recruitment_view.xml
+++ b/addons/hr_recruitment/hr_recruitment_view.xml
@@ -152,7 +152,7 @@
string="Reply"
name="%(crm.action_crm_send_mail)d"
context="{'mail':'reply', 'model': 'hr.applicant', 'include_original' : True}"
- icon="gtk-undo" type="action" />
+ icon="terp-mail-replied" type="action" />
+ icon="terp-mail-message-new" type="action" />
diff --git a/addons/mail_gateway/mail_gateway.py b/addons/mail_gateway/mail_gateway.py
index d7da882ed03..d05df8cfcaf 100644
--- a/addons/mail_gateway/mail_gateway.py
+++ b/addons/mail_gateway/mail_gateway.py
@@ -475,7 +475,7 @@ class mailgate_tool(osv.osv_memory):
'partner_id': False
}
from_email = self.to_email(from_email)[0]
- address_ids = address_pool.search(cr, uid, [('email', '=', from_email)])
+ address_ids = address_pool.search(cr, uid, [('email', 'like', from_email)])
if address_ids:
address = address_pool.browse(cr, uid, address_ids[0])
res['partner_address_id'] = address_ids[0]
diff --git a/addons/product/product_view.xml b/addons/product/product_view.xml
index 4e68abfbda5..f8620931b5e 100644
--- a/addons/product/product_view.xml
+++ b/addons/product/product_view.xml
@@ -192,6 +192,7 @@
form
+ In OpenERP, a product is something you can buy and sell. It can be a raw material, a stockable product, a consumable or a service. The product form contains a detailed information on the products like procurement logistic, sales price, product category, suppliers, etc.
@@ -250,6 +251,7 @@
[('parent_id','=',False)]tree
+ Products category opens a tree structure view of your products by category.