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.
18 lines
620 B
XML
18 lines
620 B
XML
<?xml version="1.0" encoding="utf-8"?>
|
|
<odoo>
|
|
<data noupdate="1">
|
|
<record id="base.user_demo" model="res.users">
|
|
<field name="groups_id" eval="[(4,ref('sales_team.group_sale_salesman'))]"/>
|
|
</record>
|
|
|
|
<record id="sales_team.team_sales_department" model="crm.team">
|
|
<field name="member_ids" eval="[(4, ref('base.user_demo'))]"/>
|
|
</record>
|
|
|
|
<record id="sales_team.crm_team_1" model="crm.team">
|
|
<field name="use_opportunities">True</field>
|
|
<field name="dashboard_graph_model">crm.lead</field>
|
|
</record>
|
|
</data>
|
|
</odoo>
|