- Restructure the menus this way:
Sales Flow
Pipeline
Proposal
Deployment
Incoming emails
Customers
Products
Prices
Reporting
Customizations
- Add a short intro about leads in Incoming emails (why using leads?
first contact, contact forms) -> in incoming email menu
"There are several ways for your company to generate leads with Odoo CRM.
One of them is using your company's generic email address as a trigger
to create a new lead in the system. In Odoo, each one of your sales teams
is linked to its own email address from which prospects can reach them.
For example, if the personal email address of your Direct team is
direct@mycompany.example.com, every email sent when a new prospect
contacts you will automatically create a new opportunity into the sales team.
That's the easiest way to integrate Odoo with third party apps.
for channel-related stuff. mail.channel views as well as timeline views
and actions have been renamed. Now the names follow the guidelines and
will be used in the upcoming refactoring of mail and chat.
- clean the planner style
- add specific class per planner crm (avoiding collisions)
- create .o_planner_white_box class used in all planners
- add planner for project module
This commit impact crm, website, website_sale and web_planner modules because it
- add planner for website and website_sale
- improve planner notebook by setting texterea and input size to 100% and using col-md-* class
- split js code into common part (used in backend and frontend) and backend part (only for backend)
- adapt some tour, since every page will have the planner modal in its DOM, the tour selectors msut be more accurate
- introduce some style fixes and adaptations
- ...
- Make planner accessible only for erp manager and admin. Portal and employee are not concerned by planners
- Clicking on link redirect to module installation form if module not installed
- Add 'is_module_installed' method to display note if module is (not) installed
Planner is like web Tips : a data in a module.
- Rename planner.planner to web.planner
- Rename files according to guidelines
- Remove planner_crm module
- Make CRM depends on web_planner, and add its planner as crm data
- Remove duplicate less style
- Add 'active' boolean field on planner (to disabled them), and create planner backend views
Yannick Tivisse