This revision adds a configuration in Settings/Sales: enable the use of sales team. If not enabled, users have access to Leads and Opportunities menus; Sales Teams menu is hidden, as well as all fields related to sales teams. If enabled, a Sales Teams menu is added that works as the Project menu. The new sales Teams kanban view allows to have an overview of the sales team (leads, opportunities, quotations, sales orders, invoices). Clicking on a link of the kanban vignette redirect to the related list/kanban view, filtered by the chosen sales team.
This revision also improves the display of help message (also shown for empty kanban views) for leads, opportunities, tasks, issues, applicants. It displays the current sales team / project / job alias, or a default alias if no context is provided.
bzr revid: tde@openerp.com-20130405151914-8892yfmsmr2xwbbk
- changed selection field to a many2one using a domain; this
allows to edit the template while being in a composition wizard.
- improved email template and template preview form view
bzr revid: tde@openerp.com-20130329114631-fd6phvjaxojk9ja5
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Removed odd override of _t introduced in mail_followers at revision 7885
bzr revid: tde@openerp.com-20130408092447-3ri41v6xluuj0wha
Chatter:
- now displays the 'To' of messages, aka notified people,
- now allows to Send a message or to Log a note, that is a message not pushed to anyone; however users that see the document still see the log message,
- fixed suggested recipient behavior: canceling the partner creation popup now correctly avoids creating a partner,
- moved 'Advanced wizard' button on top-right,
- unfollowing or removing someone from followers now displays a warning,
CRM, Recruitment, Issues:
- better management of customers/applicants: Chatter suggests to notify and add as follower the customer, or to create a partner based on the email_from,
CRM, Recruitment, Tasks, Issues:
- changing the user_id (salesman, responsible) still adds the related partner as follower; but now an unread notification is pushed, with the first email or first message if no email,
- updated and added if missing message_summary in kanban views, now displayed only when having unread messages, and the related number, to be more visible,
CRM:
- crm_partner_assign: fixed forward-to-partner wizard,
- crm_partner_assign: geo localization now also sets salesteam along with salesman,
- crm: fixed opportunity email_template,
- crm: removed 'Send mail' button, as the functionality should be covered by Chatter (but the code of the action is left untouched to avoid errors),
Mail:
- merged message_post and message_post_user_api because there was an opportunity to avoid doing similar things in two different methods,
- fixed email_from of incoming email not always stored,
- followers: authors of discussion messages are now added as followers, this is not only limited to incoming emails,
- followers: recipients of emails coming through the mail gateway are not automatically added as followers of the target documents,
- followers: slightly updated _notify, to be able to notify a partner of a specific message; the notification process is therefore accessible outside of the mail_message.create() process
bzr revid: tde@openerp.com-20130301101122-l18mr6hb0j5k4atv
Thibault Delavallée