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odoo_source/addons/crm
Dharmraj Jhala 610ba98539 [FIX] mail, crm: do not display body in creation message when having a subtype
Right now on few business objects (like leads, invoices, tasks, helpdesk
tickets etc) creation message contains
  * subtype description;
  * generic creation message;

This looks like multiple creation message on chatter after creation of the
record as you generally have "Task Created - Task created" (subtype description
then generic message).

This happens when we provide custom subtype on creation by by overriding
`_creation_subtype` method.

This commit fixes the issue by only using provided creation subtype and
removing default body. If creation subtype is not provided default creation
message is posted as before.

In this commit we also fix subtype for Lead/Opportunity creation and make
it generic ('Lead/Opportunity created') to avoid inconsistent behavior.

Finally some cleaning is made in method naming. Semi followup of 92e9e84b63

LINKS

Task ID-2288458
PR odoo/odoo#56631
PR odoo/enterprise#12707

closes odoo/odoo#56688

X-original-commit: 2ebbeb4b5443c6405dd9a3b202a1eee9c5c67ebb
Related: odoo/enterprise#12728
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2020-08-28 07:59:24 +00:00
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Odoo CRM

Boost sales productivity, improve win rates, grow revenue with the Odoo Open Source CRM.

Manage your sales funnel with no effort. Attract leads, follow-up on phone calls and meetings. Analyse the quality of your leads to make informed decisions and save time by integrating emails directly into the application.

Your Sales Funnel, The Way You Like It

Track your opportunities pipeline with the revolutionary kanban view. Work inside your sales funnel and get instant visual information about next actions, new messages, top opportunities and expected revenues.

Lead Management Made Easy

Create leads automatically from incoming emails. Analyse leads efficiency and compare performance by campaigns, channels or Sales Team.

Find duplicates, merge leads and assign them to the right salesperson in one operation. Spend less time on administration and more time on qualifying leads.

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Get your opportunities organized to stay focused on the best deals. Manage all your customer interactions from the opportunity like emails, phone calls, internal notes, meetings and quotations.

Follow opportunities that interest you to get notified upon specific events: deal won or lost, stage changed, new customer demand, etc.

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Work with the email applications you already use every day. Whether your company uses Microsoft Outlook or Gmail, no one needs to change the way they work, so everyone stays productive.

Route, sort and filter incoming emails automatically. Odoo CRM handles incoming emails and route them to the right opportunities or Sales Team. New leads are created on the fly and interested salespersons are notified automatically.

Collaborative Agenda

Schedule your meetings and phone calls using the integrated calendar. You can see your agenda and your colleagues' in one view. As a manager, it's easy to see what your team is busy with.

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Leaderboards

Promote leaders and competition amongst Sales Team with performance ratios.

Personal Objectives

Assign clear goals to users to align them with the company objectives.

Team Targets

Compare revenues with forecasts and budgets in real time.