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)
80 lines
3.4 KiB
XML
80 lines
3.4 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<data>
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<record id="group_use_lead" model="res.groups">
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<field name="name">Show Lead Menu</field>
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<field name="category_id" ref="base.module_category_hidden"/>
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</record>
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<record model="res.users" id="base.user_root">
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<field eval="[(4,ref('base.group_partner_manager'))]" name="groups_id"/>
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</record>
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<record id="contacts.res_partner_menu_config" model="ir.ui.menu">
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<field name="name">Configuration</field>
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<field name="groups_id" eval="[(4, ref('sales_team.group_sale_manager'))]"/>
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</record>
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</data>
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<data noupdate="1">
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<record id="crm_rule_personal_lead" model="ir.rule">
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<field name="name">Personal Leads</field>
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<field ref="model_crm_lead" name="model_id"/>
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<field name="domain_force">['|',('user_id','=',user.id),('user_id','=',False)]</field>
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<field name="groups" eval="[(4, ref('sales_team.group_sale_salesman'))]"/>
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</record>
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<record id="crm_rule_all_lead" model="ir.rule">
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<field name="name">All Leads</field>
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<field ref="model_crm_lead" name="model_id"/>
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<field name="domain_force">[(1,'=',1)]</field>
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<field name="groups" eval="[(4, ref('sales_team.group_sale_salesman_all_leads'))]"/>
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</record>
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<record id="calendar_event_global" model="ir.rule">
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<field name="name">Hide Private Meetings</field>
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<field ref="model_calendar_event" name="model_id"/>
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<field eval="1" name="global"/>
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<field name="domain_force">['|',('user_id','=',user.id),('show_as','=','busy')]</field>
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</record>
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<record id="crm_rule_personal_lead_report" model="ir.rule">
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<field name="name">Personal Leads Analysis</field>
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<field ref="model_crm_opportunity_report" name="model_id"/>
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<field name="domain_force">['|',('user_id','=',user.id),('user_id','=',False)]</field>
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<field name="groups" eval="[(4, ref('sales_team.group_sale_salesman'))]"/>
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</record>
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<record id="crm_rule_all_lead_report" model="ir.rule">
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<field name="name">All Leads Analysis</field>
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<field ref="model_crm_opportunity_report" name="model_id"/>
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<field name="domain_force">[(1,'=',1)]</field>
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<field name="groups" eval="[(4, ref('sales_team.group_sale_salesman_all_leads'))]"/>
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</record>
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<record model="ir.rule" id="opp_report_multi_company">
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<field name="name">Opportunity Analysis multi-company</field>
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<field name="model_id" ref="model_crm_opportunity_report"/>
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<field name="domain_force">['|',('company_id','=',False),('company_id','child_of',[user.company_id.id])]</field>
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</record>
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<record id="crm_activity_report_rule_all_activities" model="ir.rule">
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<field name="name">All Activities</field>
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<field ref="model_crm_activity_report" name="model_id"/>
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<field name="domain_force">[(1,'=',1)]</field>
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<field name="groups" eval="[(4, ref('sales_team.group_sale_salesman_all_leads'))]"/>
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</record>
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<record id="crm_activity_report_rule_personal_activities" model="ir.rule">
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<field name="name">Personal Activities</field>
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<field ref="model_crm_activity_report" name="model_id"/>
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<field name="domain_force">['|',('user_id','=',user.id),('user_id','=',False)]</field>
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<field name="groups" eval="[(4, ref('sales_team.group_sale_salesman'))]"/>
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</record>
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</data>
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</odoo>
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