Odoo's Mergebot 03e2bd9638 [MERGE] sales_team, crm, crm_iap_*: improve reporting usability
PURPOSE

Purpose of this merge is to improve reporting usability
and views in crm, lead generation and iap services.

SPECIFICATIONS

Some usability improvements going to be done by this merge are listed
below.

Improve the action helpers for the actions bound to below listed menus
for better usability:

  * My Activities
  * Leads
  * Leads Analysis

Along with that, this commit also improves the following:

  * while generating leads, make 'Industries' field required on the modal so
    that results obtained are actionable instead of random leads;
  * after trying to generate leads, if no result is found, the same pop-up
    opens again with same criteria and displays a waring in the pop-up. It
    informs users that leads are not found and no credits are spent for their
    last search;
  * improve the warning message for unsuccessful enrichment due to invalid
    email;

This merge adds the color_picker widget for setting valid color of
CRM tags in the form view.

With this merge, the 'Enrich' button on lead now appears only after the
email is set and valid, which previously appeared even if no email is set
or if the value is not a valid email.

Right now, for the fetched contacts through enrichment, we display
name and title in separate columns (in the chatter), that leaves
lesser space for email and phone.

With this commit, we merge name and title columns, and provide a bit
extra space to email and phone so that chances for them being wrapped
in a new line are less. Also, if phone number is not available in any
contacts, the 'Phone' column is hidden, giving even more space for the
Name/Title and Email columns.

LINKS

COM PR odoo/odoo#64075
ENT PR odoo/enterprise#15561
Task ID-2393253

Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2021-03-04 09:16:26 +01:00
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2019-11-08 11:24:04 +00:00
2020-09-28 14:07:25 +00:00

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