odoo/addons/crm/crm_lead_view.xml

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<?xml version="1.0"?>
<openerp>
<data>
# ------------------------------------------------------
# Leads
# ------------------------------------------------------
<record model="ir.ui.view" id="crm_case_form_view_leads">
<field name="name">CRM - Leads Form</field>
<field name="model">crm.case</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Leads Form">
<group colspan="4" col="7">
<field name="name" select="1" string="Lead Subject"/>
<field name="section_id" colspan="1" widget="selection"/>
<field name="user_id" select="2"/>
<newline/>
<label string="Stage: " align="1.0"/>
<group colspan="1" col="2">
<field name="stage_id" select="1" nolabel="1"/>
<button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
</group>
<field name="categ_id" select="1" on_change="onchange_categ_id(categ_id)" string="Lead Source"/>
<field name="category2_id" string="Campaign Type" select="1"/>
<button string="Convert to Opportunity" name="%(wizard_crm_opportunity_set)d" icon="gtk-index" type="action"/>
</group>
<notebook colspan="4">
<page string="Leads">
<separator string="Lead Information" colspan="4"/>
<field name="partner_name" string="Lead Name"/>
<field name="partner_name2" string="Contact Name"/>
<field name="partner_phone"/>
<field name="partner_mobile"/>
<field name="email_from" string="Lead Email"/>
<newline/>
<group colspan="2" col="3">
<field name="partner_id" colspan="1"/>
<button string="Convert to Partner"
icon="terp-partner" name="%(wizard_crm_partner_create)d"
type="action" attrs="{'invisible':[('partner_id','!=',False)]}"
/>
</group>
<field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)"/>
<field name="priority" string="Priority"/>
<newline/>
<separator colspan="4" string="Lead Details"/>
<field name="description" nolabel="1" colspan="4"/>
<separator colspan="4"/>
<group col="8" colspan="4">
<field name="state" select="2"/>
<button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/>
<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
<button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause"/>
<button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" icon="gtk-go-up"/>
<button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
</group>
</page>
<page string="History">
<field name="id" select="1"/>
<field name="active" select="2"/>
<newline/>
<field name="planned_revenue"/>
<field name="planned_cost"/>
<field name="probability"/>
<newline/>
<field name="canal_id"/>
<field name="som"/>
<separator colspan="4" string="Dates"/>
<field name="create_date"/>
<field name="date_closed"/>
<field name="date_action_last"/>
<field name="date"/>
<separator colspan="4" string="References"/>
<field name="ref" colspan="4"/>
<field name="ref2" colspan="4"/>
<field name="log_ids" nolabel="1" colspan="4">
<form string="Actions">
<separator string="Action Information" colspan="4"/>
<field name="name" colspan="4"/>
<field name="date"/>
<field name="user_id"/>
<field name="som"/>
<field name="canal_id"/>
</form>
</field>
</page>
<page string="Events" groups="base.group_extended">
<field name="child_ids" colspan="4" nolabel="1">
<tree string="Related Cases">
<field name="id"/>
<field name="date"/>
<field name="name"/>
<field name="partner_id"/>
<field name="user_id"/>
<field name="section_id" widget="selection"/>
<field name="state"/>
</tree>
</field>
</page>
<page string="Emails" groups="base.group_extended">
<group colspan="4">
<field colspan="4" name="email_cc" string="CC"/>
</group>
<field name="history_line" colspan="4" nolabel="1" mode="form,tree">
<form string="Communication history">
<group col="7" colspan="4">
<field name="date"/>
<field name="email"/>
<field name="canal_id"/>
<button
string="Add a CC"
name="%(crm.action_view_crm_email_add_cc_wizard)d"
icon="gtk-add" type="action"/>
</group>
<newline/>
<field name="description" colspan="4" nolabel="1"/>
<button colspan="4" string="Reply to Last Email" name="%(crm.wizard_crm_send_mail)d" context="{'mail':'reply'}" icon="gtk-go-forward" type="action"/>
</form>
<tree string="Communication history">
<field name="description"/>
<field name="email"/>
<field name="date"/>
</tree>
</field>
<button colspan="4" string="Send New Email" name="%(crm.wizard_crm_new_send_mail)d" context="{'mail':'new'}" icon="gtk-go-forward" type="action"/>
</page>
</notebook>
</form>
</field>
</record>
<record model="ir.ui.view" id="crm_case_tree_view_leads">
<field name="name">CRM - Leads Tree</field>
<field name="model">crm.case</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Leads Tree" colors="red:state=='open';black:state in ('draft', 'cancel','done','pending')">
<field name="id"/>
<field name="name" string="Lead Subject"/>
<field name="partner_phone"/>
<field name="partner_name2" string="Contact Name"/>
<field name="stage_id"/>
<field name="categ_id" string="Lead Source"/>
<field name="category2_id" string="Campaign Type"/>
<field name="user_id"/>
<field name="state"/>
<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
<button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/>
<button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" icon="gtk-go-up"/>
<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
</tree>
</field>
</record>
<record model="ir.ui.view" id="crm_case_calendar_view_leads">
<field name="name">CRM - Leads Calendar</field>
<field name="model">crm.case</field>
<field name="type">calendar</field>
<field name="priority" eval="2"/>
<field name="arch" type="xml">
<calendar string="Meeting For Leads Generation" date_start="date" color="user_id" date_delay="duration">
<field name="name"/>
<field name="partner_name"/>
<field name="partner_name2"/>
</calendar>
</field>
</record>
<record id="view_crm_case_leads_filter" model="ir.ui.view">
<field name="name">crm.case.leads.select</field>
<field name="model">crm.case</field>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Leads">
<group col="3" colspan="1">
<filter icon="gtk-home" string=" Today "
separator="1"
domain="[('date::date','=',time.strftime('%%Y-%%m-%%d'))]"
help="Todays's Leads"
/>
<filter icon="gtk-media-rewind" string=" 7 Days "
separator="1" help="Leads during last 7 days"
domain="[('date::date','&lt;', time.strftime('%%Y-%%m-%%d')), ('date::date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
/>
</group>
<separator orientation="vertical"/>
<group col="4" colspan="2">
<field name="name" select="1"/>
<field name="user_id" select="1" widget="selection">
<filter icon="terp-partner"
domain="[('user_id','=',uid)]" help="My Leads"
default="1"
/>
<filter icon="terp-crm"
domain="[('user_id','child_of',[uid])]"
help="My department's Leads"
/>
</field>
<field name="state" select="1">
<filter icon="gtk-new" domain="[('state','=','draft')]" help="Draft Leads"/>
<filter icon="gtk-yes" domain="[('state','=','open')]" help="Open Leads"/>
</field>
</group>
</search>
</field>
</record>
</data>
</openerp>