When clicking on notifications "Late", "Today" or "Future" for the crm.lead model,
the search view called "crm.lead.search.lead" was taken instead of "view_crm_case_opportunities_filter".
and then the filters "Late Activities", "Today Activities" and "Future Activities" didn't
exist.
opw:1905722
closesodoo/odoo#28793
Purpose is to extend the use of the newly-introduced activity view allowing
to see at a glance activities to perform on a given model. It eases daily
job of people working with activities.
Updated
* CRM and Sale/CRM main menus: pipeline, leads, quotations;
* Sales main menus: quotations, orders, to invoice/to upsell, products;
* Website Sale: quotations, orders, to invoice, abandoned;
This commit is linked to task ID 1889413.
Purpose of this commit is to give description more "business oriented"
because those descriptions appears in Odoo Studio which is supposed to be used by end users, not only by developers.
Related Task ID : 37311
Purpose of this commit is to avoid having restored leads and opportunities
having always 0 probability even if the stage has an high probably than
that.
This commit is linked to task ID 1880051 and PR #26977.
Purpose of this commit is to ease the tracking of won / lost state of leads
and opportunities by tracking the active status.
This commit is linked to task ID 1880051 and PR #26977.
Purpose of this commit is to remove filters and actions linked to archive
and restore.
Won / Lost filters are sufficient now as archive behavior has been removed.
Using the newly-introduced archivable option in kanban view we now hide the
archive / restore buttons present in the columns of leads kanban view. Indeed
people should go through the mark as won / mark as lost flow and not use the
archive feature.
In kanban view actions in vignette dropdown are also removed.
Finally some dead action code can now be removed.
This commit is linked to task ID 1880051 and PR #26977.
People don't understand archive. According to POs leads are lost and restored
and not archived / unarchived. Let us restore the mark as lost behavior.
As sometimes I am better than a goldfish let us point to this old task from
3 yeas ago: https://github.com/odoo/odoo/commit/69a769fc9994d00060485703aa4307e2c8877fb7. This commit basically
reverts that one. It was linked to task ID 20996 that explainedwhy archive /
unarchive had to be used for leads as people don't understand won / lot for
leads.
This commit is linked to task ID 1880051 and PR #26977.
Specifications: improve menu organization, search filters and groupby, reorder
filters, update some field labels.
crm
===
Restructure the menus as
* Sales
* My Pipeline (default filter: My Opportunities)
* My Quotations (default filter: My Quotations)
* Team Pipelines (opens sales teams in kanban view)
* Customers
* Leads
* Leads
* Scoring Rules
* Teams Assignation
* Leads Assignation
sale_crm
=========
Change the parent menu for 'My Quotation' menu item as menus are changed in
sales: crm.crm_menu_pipeline -> crm.crm_menu_sales
website_crm_partner_assign
==========================
Removed the menu and its action: crm -> Reporting -> Opp. Assignment
Change the menu sequence for crm -> Reporting -> Partnerships. Menu should
display as
* Leads
* Pipeline
* Activities
* Scoring Page views
* Partnerships
This commit is related to task #1878516 and PR #26929 .
In order to implement the next version of the dashboards in enterprise
we need to make some changes in community namely :
* Modify some search views (used in the dashboards)
* Remove the date/datetime filters from the search views as they are
duplicated with the time ranges
* Rename the menu items from Dashboard to Overview
*: crm,
hr_expense,
hr_recruitment,
point_of_sale,
project,
sale,
stock,
web_tour,
test_main_flows,
test_new_api
To sum up:
- Click on "Apps Menu" then the app item.
(previously: click on '+' then the app item).
- Click on navbar section menu item.
(previously: click on sidebar section menu item).
In order to have some data to display in the dashboard views, we need to
set the create_date of the crm.lead and sale.order so that they are not
all created today.
We can now set the create date directly in the demo data, so we remove
the hack that was previously used in website_sale
Odoo Translation Bot