A new view type has been created : sales_dashboard.
It is used to display some figure in the sales_team_dashboard.
Also added in this commit : 3 fields on res.users to fix sales target
- target of won opportunities
- target of activities done
- target of invoiced sale orders
to define custom light workflows on opportunities.
Activities are linked to mail.message.subtype through inheritance.
This means that the follow mechanism works for activities. When
an activity is done, a message with the matching subtype is posted
on the opportunity.
Activities are internal by default. They are only visible by
employees.
A shortcut in the 'log a note' chatter option allows to post a
note linked to an activity (subtype).
- Preserved explicit 3rd-party copyright notices
- Explicit boilerplate should not be necessary - copyright law applies
automatically in all countries thanks to Berne Convention + WTO rules,
and a reference to the applicable license is clear enough.
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
Remove old source_id
Use hr.recruitment.source to generate link with utm and create
alias with default value for utm
[FIX] crm/utm: Fix bug with utm (ddac26cdbb)
Move demo into data
Move ir_http to save the utm in the dispatch
Models renamings:
- crm.case.stage becomes crm.stage
- crm.case.section becomes crm.team
Model split:
crm.case.categ has been splitted into:
- crm.phonecall.tag
- crm.lead tag
- crm.claim.tag
- crm.helpdesk.tag
Models removal:
- crm.payment.mode
- crm.segmentation
- report.crm.case
Removal of the crm_profiling module
(all these refactorings have been done in order to ease new API
migrations)
- removed unnecessary changes
- rewrote on_change_user and get_default_sectoin_id to have a correct default section
- removed duplicated code in sales_team module due to code moving not correctly cleaned
Via this wizard, you will be able to merge a lot of partners via the email,
name, vat or other columns.
It is available in the "Sales/Tools" menu.
bzr revid: stw@openerp.com-20130502103044-ljnj5n7pvs1vsbed
* introduce 'email.server.tools' to process_email and send acknowdgement after creating new record
* use 'email.server.tools' model in script and fetchmail module to processing email
* start mailgateway services on crm.lead, project.issue, hr.applicant
bzr revid: hmo@tinyerp.com-20100624195332-7qci6vrimvzple5w
* Removed crm.case
* Inherited other cases from mailgate.thread
* Changes in lead and opportunity: Removed dependency from crm.case and added for mailgate.thread
* still lot of things to fix(TODO): meeting, phonecall/reports
bzr revid: rpa@tinyerp.com-20100503123048-642v3gt4gorubmrs
Jérome Maes