Thibault Delavallée
1ee68e6119
PURPOSE
Remove the alias setting option because it is a weird and hackish way to
proceed. We would prefer users to configure their alias through sales teams.
Improve alias configuration on teams.
RATIONALE
"Incoming Emails" option has many flaws
* it creates collision when you try to set an alias that is already used
and it is not easy to find them back;
* it has no default value (no sales team, no type, ...) and works through the
'owner' field. This is set with the admin on activation of the feature
which is not correct. The admin is potentially not a salesperson. If you
set the field to blank, you get leads without team and without assigned
responsible.
* this alias is not team-bound which thus asks the question: in which team
should the lead ever go? To the first team? Why?
All this make it seem way healthier to handle this through the Sales Team.
=> By default, we'll already have one working with an alias.
If users really want a global lead alias it can be setup manually through
alias menu in configuration. Shortcut and default alias in crm are removed
but feature is still doable if requested.
SPECIFICATIONS
Remove the s "Incoming emails" setting that allows to setup a global alias for
leads / opportunities with a default value being 'contact'. Also remove related
alias data as it has no use anymore.
LINKS
Task ID-2414079
Sort of follow-up of Task ID-2373095.
COM PR odoo/odoo#63160
UPG PR odoo/upgrade#2017
150 lines
9.2 KiB
XML
150 lines
9.2 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<record id="res_config_settings_view_form" model="ir.ui.view">
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<field name="name">res.config.settings.view.form.inherit.crm</field>
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<field name="model">res.config.settings</field>
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<field name="priority" eval="5"/>
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<field name="inherit_id" ref="base.res_config_settings_view_form"/>
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<field name="arch" type="xml">
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<xpath expr="//div[hasclass('settings')]" position="inside">
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<div class="app_settings_block" data-string="CRM" string="CRM" data-key="crm" groups="sales_team.group_sale_manager">
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<h2>CRM</h2>
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<div class="row mt16 o_settings_container">
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<div class="col-lg-6 o_setting_box">
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<div class="o_setting_left_pane">
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<field name="group_use_recurring_revenues"/>
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</div>
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<div class="o_setting_right_pane">
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<label for="group_use_recurring_revenues"/>
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<div class="text-muted">
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Define recurring plans and revenues on Opportunities
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</div>
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<div attrs="{'invisible': [('group_use_recurring_revenues', '=', False)]}">
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<button type="action" name="crm.crm_recurring_plan_action"
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string="Manage Recurring Plans" icon="fa-arrow-right" class="oe_link"/>
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</div>
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</div>
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</div>
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<div class="col-lg-6 o_setting_box" id="crm_lead"
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title="Use leads if you need a qualification step before creating an opportunity or a customer. It can be a business card you received, a contact form filled in your website, or a file of unqualified prospects you import, etc. Once qualified, the lead can be converted into a business opportunity and/or a new customer in your address book.">
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<div class="o_setting_left_pane">
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<field name="group_use_lead"/>
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</div>
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<div class="o_setting_right_pane">
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<label for="group_use_lead"/>
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<div class="text-muted">
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Add a qualification step before the creation of an opportunity
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</div>
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</div>
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</div>
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</div>
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<div class="row mt16 o_settings_container">
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<div class="col-lg-6 o_setting_box"
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title="This can be used to compute statistical probability to close a lead"
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name="predictive_lead_setting_container">
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<div class="o_setting_left_pane"></div>
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<div class="o_setting_right_pane">
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<b>Predictive Lead Scoring</b>
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<div class="text-muted">
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The success rate is computed based on the stage, but you can add more fields in the statistical analysis.
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</div>
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<div class="mt16">
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<field name="predictive_lead_scoring_fields" class="oe_inline" widget="many2many_tags" placeholder="Extra fields..."/>
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<field name="predictive_lead_scoring_fields_str" invisible="1"/>
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</div>
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<div class="mt16">
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Consider leads created as of the
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<field name="predictive_lead_scoring_start_date_str" invisible="1"/>
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<field name="predictive_lead_scoring_start_date" class="oe_inline" required="1"/>
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</div>
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<div class="mt16" groups="base.group_erp_manager">
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<div class="text-muted">
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Use this button to update the probabilities of all leads. This can take up to several minutes depending on how many there are.
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</div>
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<button name="action_reset_lead_probabilities" type="object" string="Update Probabilities" class="btn-primary"/>
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</div>
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</div>
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</div>
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</div>
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<h2>Lead Generation</h2>
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<div class="row mt16 o_settings_container" name="convert_visitor_setting_container">
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<div class="col-lg-6 o_setting_box">
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<div class="o_setting_left_pane">
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<field name="module_mail_client_extension"/>
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</div>
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<div class="o_setting_right_pane" id="mail_client_extension">
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<label string="Outlook CRM Extension" for="module_mail_client_extension"/>
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<a href="https://www.odoo.com/documentation/user/crm/optimize/outlook_extension.html" title="Documentation" class="o_doc_link" target="_blank"></a>
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<div class="text-muted">
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Turn emails received in your Outlook mailbox into leads and log their content as internal notes.
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</div>
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</div>
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</div>
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<div class="col-lg-6 o_setting_box">
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<div class="o_setting_left_pane">
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<field name="module_crm_iap_lead_enrich"/>
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</div>
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<div class="o_setting_right_pane" id="crm_iap_lead_enrich">
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<label string="Lead Enrichment" for="module_crm_iap_lead_enrich"/>
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<div class="text-muted">
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Enrich your leads automatically with company data based on their email address
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</div>
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<div id="crm_iap_lead_enrich">
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<div class="mt8" attrs="{'invisible': [('module_crm_iap_lead_enrich','=',False)]}">
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<field name="lead_enrich_auto" class="o_light_label" widget="radio" required="True"/>
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</div>
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</div>
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</div>
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</div>
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</div>
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<div class="row mt16 o_settings_container" name="generate_lead_setting_container">
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<div class="col-lg-6 o_setting_box">
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<div class="o_setting_left_pane">
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<field name="module_crm_iap_lead"/>
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</div>
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<div class="o_setting_right_pane" id="crm_iap_lead_settings">
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<label string="Lead Mining" for="module_crm_iap_lead"/>
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<a href="https://www.odoo.com/documentation/user/14.0/crm/acquire_leads/lead_mining.html" title="Documentation" class="o_doc_link" target="_blank"></a>
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<div class="text-muted">
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Generate new leads based on their country, industry, size, etc.
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</div>
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</div>
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</div>
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<div class="col-lg-6 o_setting_box">
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<div class="o_setting_left_pane">
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<field name="module_crm_iap_lead_website"/>
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</div>
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<div class="o_setting_right_pane" id="crm_iap_lead_website_settings">
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<label string="Visits to Leads" for="module_crm_iap_lead_website"/>
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<div class="text-muted">
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Convert visitors of your website into leads and perform data enrichment based on their IP address
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</div>
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</div>
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</div>
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</div>
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</div>
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</xpath>
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</field>
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</record>
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<record id="crm_config_settings_action" model="ir.actions.act_window">
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<field name="name">Settings</field>
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<field name="type">ir.actions.act_window</field>
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<field name="res_model">res.config.settings</field>
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<field name="view_id" ref="res_config_settings_view_form"/>
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<field name="view_mode">form</field>
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<field name="target">inline</field>
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<field name="context">{'module' : 'crm', 'bin_size': False}</field>
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</record>
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<record id="crm_config_settings_menu" model="ir.ui.menu">
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<field name="action" ref="crm.crm_config_settings_action"/>
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</record>
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</odoo>
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