Yannick Tivisse
c4528d6fd9
- Add a 'Quotations' button on the sales team kanban dashboard - Add default stages for crm.lead objects - Add a pivot view for the opportunities - Modify a menutip - Add a few tips
51 lines
2.7 KiB
XML
51 lines
2.7 KiB
XML
<?xml version="1.0" encoding="UTF-8"?>
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<openerp>
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<data>
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<record model="web.tip" id="crm_tip_2">
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<field name="title"></field>
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<field name="description">Zoom to the opportunities related to this customer. You will be able to come back to the customer using the breadcrumb.</field>
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<field name="action_id" ref="base.action_partner_form"/>
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<field name="model">res.partner</field>
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<field name="mode">form</field>
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<field name="trigger_selector">.o_form_buttons_view:visible:not(.modal-dialog .o_form_buttons_view:visible), div.oe_button_box > button</field>
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<field name="highlight_selector">div.oe_button_box:visible > button.o_res_partner_tip_opp</field>
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<field name="placement">bottom</field>
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</record>
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<record model="web.tip" id="crm_tip_4">
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<field name="title">Click on an Opportunity to edit it.</field>
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<field name="description"><![CDATA[<b>Drag and drop</b> it to a column to change its stage, or use the upper right icon for advanced options.]]></field>
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<field name="model">crm.lead</field>
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<field name="mode">kanban</field>
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<field name="trigger_selector">.oe_kanban_content:visible</field>
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<field name="highlight_selector">.oe_kanban_content:visible</field>
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<field name="end_event">mousedown</field>
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<field name="placement">auto top</field>
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</record>
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<record model="web.tip" id="crm_tip_5">
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<field name="title"></field>
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<field name="description"><![CDATA[Use the graph view to have a clear reporting of your opportunity pipeline.]]></field>
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<field name="model">crm.lead</field>
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<field name="mode">kanban</field>
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<field name="trigger_selector">.o_kanban_record:eq(20):visible</field>
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<field name="highlight_selector">button[data-view-type=graph]</field>
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<field name="end_event">mousedown</field>
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<field name="placement">left</field>
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</record>
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<record model="web.tip" id="crm_tip_6">
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<field name="title"></field>
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<field name="description"><![CDATA[Gain some time and change the stage of your opportunity right here, no need to go back to your pipeline.]]></field>
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<field name="model">crm.lead</field>
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<field name="mode">form</field>
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<field name="trigger_selector">.oe_form_field_status.oe_form_status_clickable:visible</field>
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<field name="highlight_selector">.oe_form_field_status.oe_form_status_clickable</field>
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<field name="end_event">mousedown</field>
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<field name="placement">bottom</field>
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</record>
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</data>
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</openerp>
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