[IMP] crm: improve first steps onboarding copy writing
PURPOSE Improve user experience by improving copy writing of tour steps and first encountered screens. SPECIFIFCATIONS Improve Pipeline empty list help to be more catchy and help users doing their first opportunity related steps. Improve tour copy writing. LINKS Task ID-2316699 PR #55604
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committed by
Thibault Delavallée
parent
e25604e597
commit
f130bb90aa
@@ -1220,7 +1220,7 @@ class Lead(models.Model):
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if self._context.get('default_type') == 'lead':
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help_title = _('Create a new lead')
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else:
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help_title = _('Create opportunities to keep an eye on all your ongoing sales talks.')
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help_title = _('Create an opportunity to start playing with your pipeline.')
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alias_record = self.env['mail.alias'].search([
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('alias_name', '!=', False),
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('alias_name', '!=', ''),
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@@ -1230,8 +1230,8 @@ class Lead(models.Model):
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], limit=1)
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if alias_record and alias_record.alias_domain and alias_record.alias_name:
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email = '%s@%s' % (alias_record.alias_name, alias_record.alias_domain)
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email_link = "<a href='mailto:%s'>%s</a>" % (email, email)
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sub_title = _('Emails sent to %s automatically create opportunities.') % (email_link)
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email_link = "<b><a href='mailto:%s'>%s</a></b>" % (email, email)
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sub_title = _('Use the top left <i>Create</i> button, or send an email to %s to test the email gateway.') % (email_link)
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return '<p class="o_view_nocontent_smiling_face">%s</p><p class="oe_view_nocontent_alias">%s</p>' % (help_title, sub_title)
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# ------------------------------------------------------------
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@@ -26,8 +26,8 @@ tour.register('crm_tour', {
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position: 'bottom',
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}, {
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trigger: ".o_kanban_quick_create .o_field_widget[name='partner_id']",
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content: _t('Look for a Contact or create a new one.<br><i>Tip : Did you know you can search by VAT Number as well?</i>'),
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position: "right",
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content: _t('<b>Write a few letters</b> to look for a company, or create a new one.'),
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position: "bottom",
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run: function (actions) {
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actions.text("Brandon Freeman", this.$anchor.find("input"));
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},
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