Files
odoo_source/addons/sale_crm/wizard
Pierre Collinet (pic) f1c99a60fa [IMP] crm: improve onboarding tour of module CRM
Add an autocomplete for opportunity name. If no name is set when a customer is
selected set the name partner_id.name's Opportunity

Change help title and subtitle to be more explicit. Change title from "Create
an opportunity in your pipeline" to "Create opportunities to keep an eye on
all your ongoing sales talks." Concerning subtitle, if a valid
and active email alias is found : Emails sent to ALIAS@address automatically
create opportunities.

Improve crm onboarding tour text messages and display.

Change menuitem from Teams to Team Pipelines to be more explicit. Update
the corresponding act_window name in the sales_team module.

Make the "schedule an activity" button bigger (100% of the div) and highlight
the entire Schedule button box.

Update test tours accordingly. Since quick create opportunity form is updated
the tests were failing. Reason is a trigger on input:first trying to detect
the field "name". This is not the case after this commit's changes.

Task ID 2226563
Community PR #51587
2020-06-11 12:26:45 +00:00
..