Odoo's Mergebot
4ca397e265
PURPOSE
Light Usability improvements for Reseller module.
SPECIFICATIONS
- Adding some demo data for the menu items Partner Level and Activations to
make sure that user's aren't completely stuck until they find the menu items.
-> Partner Level : Bronze, Silver, Gold
-> Partner Activations : First Contact, Ramp-up, Fully Operational
- Adding action helper for menu items Partner Level and Partner Activations.
-> Partner Level :
Create a Partner Level
Partner Levels allow you to rank up your Partners based on their
performances.
-> Partner Activations :
Create a Partner Activation
Those are used to know where your Partners stand in your onboarding
process.
- Changing name of the menu item "Partner Level" to "Partner Levels".
- Changing Partner Levels and Activation in res.partner form selection to
standard many2one.
- In the partner form changing the location of geolocation to below the groups.
- In kanban view displaying the record to which the partner is assigned, if
there is no assigned partners it will show nothing.
- Change the "Title" label to "Opportunity" in portal, because people think it's
a title as "Doctor" or "Mister".
- In portal while creating new Opportunity the "Opportunity" field will
auto-filled as "contact name's opportunity" when contact name is entered.
- The "opportunities" stat button (res.partner) will show opportunities where
the partner is either customer or assignated partner.
- From crm.lead form letting users to create new Assigned Partner on the fly.
But since the domain requires some basic configs, a new partner won't appear
in the next searches to prevent this, when a new partner is created through
here, we will add it the lowest activation and level possible.
LINKS
PR #67524
Task 2443894
Signed-off-by: awa-odoo <awa-odoo@users.noreply.github.com>
Odoo
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