Use crm.lead instead of a the crm.opportunity.report object for reporting. This allows to show more fields (e.g. tags_ids). The only field not accessible in the report is #activities, but there is a deicated report dedicated to activities. Improved the default search. Example: when reporting on leads, you want leads+opps by creation date (and not only leads) as an opportunity has been a lead created too.
2.4 KiB
2.4 KiB
| 1 | id | name | model_id:id | group_id:id | perm_read | perm_write | perm_create | perm_unlink |
|---|---|---|---|---|---|---|---|---|
| 2 | access_crm_lead_manager | crm.lead.manager | model_crm_lead | sales_team.group_sale_manager | 1 | 1 | 1 | 1 |
| 3 | access_crm_lead | crm.lead | model_crm_lead | sales_team.group_sale_salesman | 1 | 1 | 1 | 0 |
| 4 | access_crm_stage | crm.stage | model_crm_stage | 1 | 0 | 0 | 0 | |
| 5 | access_crm_stage_manager | crm.stage | model_crm_stage | sales_team.group_sale_manager | 1 | 1 | 1 | 1 |
| 6 | access_res_partner_manager | res.partner.crm.manager | base.model_res_partner | sales_team.group_sale_manager | 1 | 0 | 0 | 0 |
| 7 | access_res_partner_category_manager | res.partner.category.crm.manager | base.model_res_partner_category | sales_team.group_sale_manager | 1 | 0 | 0 | 0 |
| 8 | access_res_partner | res.partner.crm.user | base.model_res_partner | sales_team.group_sale_salesman | 1 | 1 | 1 | 0 |
| 9 | access_res_partner_category | res.partner.category.crm.user | base.model_res_partner_category | sales_team.group_sale_salesman | 1 | 1 | 1 | 0 |
| 10 | access_crm_lead_partner_manager | crm.lead.partner.manager | model_crm_lead | base.group_partner_manager | 1 | 0 | 0 | 0 |
| 11 | access_crm_lead_tag | crm_lead_tag | model_crm_lead_tag | base.group_user | 1 | 0 | 0 | 0 |
| 12 | access_crm_lead_tag_salesman | crm_lead_tag salesman | model_crm_lead_tag | sales_team.group_sale_salesman | 1 | 1 | 1 | 0 |
| 13 | access_crm_lead_tag_manager | crm_lead_tag manager | model_crm_lead_tag | sales_team.group_sale_manager | 1 | 1 | 1 | 1 |
| 14 | access_crm_lost_reason_manager | crm.lost.reason.manager | model_crm_lost_reason | sales_team.group_sale_manager | 1 | 1 | 1 | 1 |
| 15 | access_crm_lost_reason_salesman | crm.lost.reason.salesman | model_crm_lost_reason | sales_team.group_sale_salesman | 1 | 0 | 0 | 0 |
| 16 | access_crm_lost_reason_user | crm.lost.reason.user | model_crm_lost_reason | base.group_user | 1 | 0 | 0 | 0 |
| 17 | access_crm_activity_report_user | crm.activity.report.user | model_crm_activity_report | base.group_user | 1 | 0 | 0 | 0 |
| 18 | access_calendar_event_manager | calendar.event.manager | calendar.model_calendar_event | sales_team.group_sale_manager | 1 | 1 | 1 | 1 |
| 19 | access_calendar_event | calendar.event | calendar.model_calendar_event | sales_team.group_sale_salesman | 1 | 1 | 1 | 0 |
| 20 | access_calendar_event_type_sale_manager | calendar.event.type.manager | calendar.model_calendar_event_type | sales_team.group_sale_manager | 1 | 1 | 1 | 0 |
| 21 | access_calendar_event_type_sale_user | calendar.event.type.user | calendar.model_calendar_event_type | base.group_user | 1 | 0 | 0 | 0 |
| 22 | access_calendar_event_type_sale_salesman | calendar.event.type.salesman | calendar.model_calendar_event_type | sales_team.group_sale_salesman | 1 | 0 | 0 | 0 |
| 23 | access_mail_activity_type_sale_manager | mail.activity.type.sale.manager | mail.model_mail_activity_type | sales_team.group_sale_manager | 1 | 1 | 1 | 1 |