Thibault Delavallée 1ee68e6119 [REF] crm: remove global lead alias
PURPOSE

Remove the alias setting option because it is a weird and hackish way to
proceed. We would prefer users to configure their alias through sales teams.
Improve alias configuration on teams.

RATIONALE

"​Incoming Emails" option has many flaws

  * it creates collision when you try to set an alias that is already used
    and it is not easy to find them back;
  * it has no default value (no sales team, no type, ...) and works through the
    'owner' field. This is set with the admin on activation of the feature
    which is not correct.  The admin is potentially not a salesperson. If you
    set the field to blank, you get leads without team and without assigned
    responsible.
  * this alias is not team-bound which thus asks the question: in which team
    should the lead ever go? To the first team? Why?

All this make it seem way healthier to handle this through the Sales Team.
=> By default, we'll already have one working with an alias.

If users really want a global lead alias it can be setup manually through
alias menu in configuration. Shortcut and default alias in crm are removed
but feature is still doable if requested.

SPECIFICATIONS

Remove the s "Incoming emails" setting that allows to setup a global alias for
leads / opportunities with a default value being 'contact'. Also remove related
alias data as it has no use anymore.

LINKS

Task ID-2414079
Sort of follow-up of Task ID-2373095.
COM PR odoo/odoo#63160
UPG PR odoo/upgrade#2017
2021-01-05 11:15:27 +00:00
2020-04-20 11:41:39 +00:00
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2019-11-08 11:24:04 +00:00
2020-09-28 14:07:25 +00:00

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Odoo

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

The main Odoo Apps include an Open Source CRM, Website Builder, eCommerce, Warehouse Management, Project Management, Billing & Accounting, Point of Sale, Human Resources, Marketing, Manufacturing, ...

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Getting started with Odoo

For a standard installation please follow the Setup instructions from the documentation.

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