2013-02-20 06:37:25 +00:00
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2013-05-07 12:41:54 +00:00
Give the access rights of Salesman to communicate with customer.
2013-02-20 06:37:25 +00:00
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!context
uid : 'crm_res_users_salesman'
2011-10-21 13:38:56 +00:00
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2012-09-27 16:14:35 +00:00
Customer interested in our product, so he sends request by email to get more details.
2011-10-21 13:38:56 +00:00
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2012-09-27 16:14:35 +00:00
Mail script will fetch his request from mail server. Then I process that mail after read EML file.
2011-10-21 13:38:56 +00:00
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2011-10-24 13:30:10 +00:00
!python {model: mail.thread}: |
2013-04-16 15:18:44 +00:00
request_file = open(openerp.modules.module.get_module_resource('crm','test', 'customer_request.eml'),'rb')
2011-10-24 13:30:10 +00:00
request_message = request_file.read()
self.message_process(cr, uid, 'crm.lead', request_message)
2011-10-21 13:38:56 +00:00
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2011-10-24 13:30:10 +00:00
After getting the mail, I check details of new lead of that customer.
2011-10-21 13:38:56 +00:00
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!python {model: crm.lead}: |
2011-10-24 13:30:10 +00:00
lead_ids = self.search(cr, uid, [('email_from','=', 'Mr. John Right <info@customer.com>')])
assert lead_ids and len(lead_ids), "Lead is not created after getting request"
lead = self.browse(cr, uid, lead_ids[0], context=context)
2012-09-27 16:57:08 +00:00
assert not lead.partner_id, "Customer should be a new one"
2011-10-24 13:30:10 +00:00
assert lead.name == "Fournir votre devis avec le meilleur prix.", "Subject does not match"
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2012-09-27 16:14:35 +00:00
I reply his request with welcome message. TODO revert mail.mail to mail.compose.message (conversion to customer should be automatic).
2011-10-24 13:30:10 +00:00
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2012-09-07 10:55:43 +00:00
!python {model: mail.mail}: |
2011-10-24 13:30:10 +00:00
lead_ids = self.pool.get('crm.lead').search(cr, uid, [('email_from','=', 'Mr. John Right <info@customer.com>')])
context.update({'active_model': 'crm.lead','active_id': lead_ids[0]})
2012-09-27 16:57:08 +00:00
id = self.create(cr, uid, {'body': "Merci de votre intérêt pour notre produit, nous vous contacterons bientôt. Bien à vous", 'email_from': 'sales@mycompany.com'}, context=context)
2011-10-24 13:30:10 +00:00
try :
self.send_mail(cr, uid, [id], context=context)
except :
pass
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2012-09-27 16:14:35 +00:00
Now, I convert him into customer and put him into regular customer list.
2011-10-21 13:38:56 +00:00
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!python {model: crm.lead}: |
2011-10-24 13:30:10 +00:00
lead_ids = self.search(cr, uid, [('email_from','=', 'Mr. John Right <info@customer.com>')])
2012-12-05 19:21:46 +00:00
self.handle_partner_assignation(cr, uid, lead_ids, context=context)