diff --git a/addons/crm/crm_lead_view.xml b/addons/crm/crm_lead_view.xml index 1a2e1f706ac..9dd4a921324 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')]"/> @@ -411,7 +411,7 @@ - + @@ -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..c260841b459 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..4c165d5aa81 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..cb1e7f93eb5 100644 --- a/addons/crm_claim/crm_claim_view.xml +++ b/addons/crm_claim/crm_claim_view.xml @@ -155,11 +155,11 @@ -