Odoo's Mergebot 1d553043b5 [IMP] crm,{sale}s_team: improve the sales team kanban/list/form UI
PURPOSE

Walk around in the CRM to improve some UI.

SPECIFICATIONS

- In Visit to Leads changing the icon from fa-handshake
   to fa-star, Handshake is for the app, stars are for the leads

- CRM>Configuration>Tags
   Updating the action helper to:
   Create CRM Tags
   Use Tags to manage and track your Opportunities (product structure,
    sales type, etc.)

- CRM > Sales > Customers
   Updating the action helper to:
   Create a Contact in your address book
   Odoo helps you track all activities related to a contact.

- CRM > Sales > Teams
   - The grey bottom border in the Teams kanban card should appear only
      when they have a invoice target.

   - Increase the size of the alias in Teams kanban card a bit because it's hard
     to read.

   - The Teams kanban card is very meh if you have no data. So add some dummy
      data.

- CRM > Configuration > Sales Teams
   In Sales Teams list view add alias and avatar on the team leader.

- If you go CRM>Team>Pipeline, you get a strange action helper
  Instead, display the normal Pipeline action helper one except the gateway
  address is always  the alias of the team.

- Sections should be the same for all columns in team kanban view.
   if leads are activated, they should be in View, New & Reporting
   Activities should be at the bottom of the Reporting list since it has no
   counterpart.

- CRM > Sales > Teams (Select invoice from Kanban view)
  added new action helper in Teams/Invoice.

-  CRM > Reporting > Activities
   Rename Action to "Activities" (no "Pipeline" because it's confusing).

LINKS
PR #73530
Task 2582208

Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2021-09-06 10:21:30 +02:00
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Odoo

Odoo is a suite of web based open source business apps.

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