Yannick Tivisse
369286d303
Purpose
=======
The user is not notified when an online order is placed or when an opportunity is posted on the contact form.
set admin as default follower of sales teams (or any team creator).
The concept of sales channel is confusign to users. When you need to create a channel, it's to manage a team of people -> rename bac kto "Sales Team"
Specification
=============
crm lead:
---------
- notify admin user when a lead/opport is created by a website visitor or any other user or created from an email sent to the email alias
- admin user should be follower of first sales team by default => Done
- "Opportunity Created" subtype should be selected by default when a user becomes a follower of any salesteam
- Show following fields in the notification:
- Contact Name:
- Customer Name:
- Phone:
- Email:
- Message:
- Sales Channel:
- Stage: New
+ other current tracked fields in case of update ( expected revenue, score)
- don't show company name, contact name, phone if not set (e.g. if created from email alias)
ecommerce:
----------
- notify admin when an order is placed on the website:
- admin should be follower of website salesteam by default
- order tracked fields in a logical order and add currency to amounts (nice to have but would be cleaner):
- Customer:
- Salesperson:
- Status:
- Delivery Amount:
- Untaxed Amount:
- Total:
- edit notif preferences on the salesteam:
- In notifications sent by email, add a link to edit notif preferences in the salesteam: "Edit your notification preferences"
- redirect to notification preferences of the user in the salesteam
- Other users must easily manage the way they want to be notified about salesteams activities:
- move kanban view out of reporting (it's an operational view, not a reporting one and all the users need to see it)
- CRM: https://drive.google.com/a/odoo.com/file/d/1ZWgU_2uozRvwhe8dtemvEFWP_Rsq-bdn/view?usp=drivesdk
- Sales: https://drive.google.com/a/odoo.com/file/d/1AzmT2-shMXzl6olm2d_u0ZXY4Ov1m4q2/view?usp=drivesdk
- show assignation section out of debug mode, to let users edit following preferences in the sales team
- if no sales channel set for the website (https://drive.google.com/a/odoo.com/file/d/1TbB0FsdFxkTRLq-2Fa480AK9MPbCV9Q3/view?usp=drivesdk), show a specific message asking to set one: "Please set a sales team for the website. Otherwise you can't follow related events."
Miscellaneous:
--------------
- rename Sales channels into the old term "Sales Teams", the concept of sales channel is not understood by most users
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, Purchase Management, ...
Odoo Apps can be used as stand-alone applications, but they also integrate seamlessly so you get a full-featured Open Source ERP when you install several Apps.
Getting started with Odoo
For a standard installation please follow the Setup instructions from the documentation.
Then follow the developer tutorials