Haresh Shyara
ea66192276
Purpose ======= You install CRM but you don't see CRM icon (except in English, as long as sales is not installed) -> confusing The dashboard with salesteam is not obvious & not useful for simple users: what are those channel boxes about? why don't I see all my activities?, etc. Specifications ============== Split CRM & Sales + land in business views straight away Default Entry Views ~~~~~~~~~~~~~~~~~~~ - New default view for CRM: Pipeline kanban - New default view for Sales: Quotation list Dashboards ~~~~~~~~~~ - Move sales teams dashboard to Reporting: Sales Channels. - Remove the upper part of the sales team dashboard Menuitems Structure ~~~~~~~~~~~~~~~~~~~ - CRM menu Pipeline: - Leads (optional) - Pipeline (default menu, default filter "My Pipeline") - Next Activities -> to remove (now there is an icon in top bar for next activities) - Quotations (If sale_management installed) Customers Phone Calls (if voip, if not yet removed because there is a BE task to use next activities instead) Leads Management: - Scoring Rules - Leads Assignation - Team Assignation Reporting: - Leads - Scoring page views - Opp. Assignement - Patnerships - Pipeline - Activities - Phonecalls - Sales Channels Configuration: - Settings - Sales Channels - Activity Types - Leads & Opportunities: - Lead Tags - Lost Reasons - Resellers - Partner Level - Partner Activations - Sales menu: Orders: - Quotations - Orders - Customers Invoicing: - Orders to Invoice - Orders to Upsell Catalog: - Products - Promotion Programs - Coupon Programs Reporting: - Sales - Sales Channels - All channels sales orders Configuration: - Settings - Sales Channels - Sales Orders: - Quotation templates - Payment acquirers - Delivery Methods Settings ~~~~~~~~ - Split settings form - Remove recommended apps section - Remove Timesheets section - Remove Inventory Management and move shipping connectors to Shipping section - Remove Integrations section - Move Docsaway option to "Quotations & Orders", right after proforma - Autocomplete and asterix: move to CRM section - Restructure and rename sections this way: - Product Catalog - Pricing - Quotations & Orders - Shipping - Invoicing - eBay (if installed) - Remove all the "Save this page and come back here" when checking a box that installs a new module - restructure a bit the CRM settings, with 3 sections: Pipeline - Leads Contacts - Phone Validation - Customer Autocomplete Integrations - Google Calendar / Synchronize your calendar with Google Calendar (copy from general settings but don't show message "Save this page and come back here...". - Asterisk (VOIP)
21 lines
615 B
XML
21 lines
615 B
XML
<?xml version="1.0"?>
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<odoo>
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<menuitem
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id="menu_import_crm"
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name="Import & Synchronize"
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parent="crm_menu_root"/>
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<record id="view_crm_meeting_search" model="ir.ui.view">
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<field name="name">calendar.event.form.inherit</field>
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<field name="model">calendar.event</field>
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<field name="inherit_id" ref="calendar.view_calendar_event_search"/>
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<field name="arch" type="xml">
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<xpath expr="//field[@name='user_id']" position="after">
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<field name="opportunity_id"/>
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</xpath>
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</field>
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</record>
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</odoo>
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