odoo
/
odoo
2
0
Fork 0
Code Pull Requests Releases Activity

[IMP] crm: New+Open toggled by default in opp search view + cleanup filter names 

bzr revid: odo@openerp.com-20110927120119-775qzw2ai9iyzf1o
This commit is contained in:
Olivier Dony 2011-09-27 14:01:19 +02:00
parent 6f7fea4b22
commit 74eccd8e0c
2 changed files with 8 additions and 4 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

4
addons/crm/crm_lead_menu.xml
View File

@ -9,7 +9,7 @@
<field name="domain">['|', ('type','=','lead'), ('type','=',False)]</field>
<field name="view_id" ref="crm_case_tree_view_leads"/>
<field name="search_view_id" ref="crm.view_crm_case_leads_filter"/>
<field name="context">{'search_default_current':1, 'default_type': 'lead', 'search_default_section_id': section_id, 'stage_type': 'lead'}</field>
<field name="context">{'search_default_new':1, 'default_type': 'lead', 'search_default_section_id': section_id, 'stage_type': 'lead'}</field>
<field name="help">Leads allow you to manage and keep track of all initial contacts with a prospect or partner showing interest in your products or services. A lead is usually the first step in your sales cycle. Once qualified, a lead may be converted into a business opportunity, while creating the related partner for further detailed tracking of any linked activities. You can import a database of prospects, keep track of your business cards or integrate your website's contact form with the OpenERP Leads. Leads can be connected to the email gateway: new emails may create leads, each of them automatically gets the history of the conversation with the prospect.</field>
</record>
@ -62,7 +62,7 @@
<field name="res_model">crm.lead</field>
<field name="view_mode">tree,form,graph,calendar,kanban</field>
<field name="domain">[('type','=','opportunity')]</field>
<field name="context">{'search_default_user_id':uid,'search_default_current':1, 'search_default_section_id':section_id, 'stage_type': 'opportunity', 'default_type': 'opportunity'}</field>
<field name="context">{'search_default_user_id':uid,'search_default_new':1, 'search_default_open':1, 'search_default_section_id':section_id, 'stage_type': 'opportunity', 'default_type': 'opportunity'}</field>
<field name="view_id" ref="crm_case_tree_view_oppor"/>
<field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
<field name="help">With opportunities you can manage and keep track of your sales pipeline by creating specific customer- or prospect-related sales documents to follow up potential sales. Information such as expected revenue, opportunity stage, expected closing date, communication history and much more can be stored. Opportunities can be connected to the email gateway: new emails may create opportunities, each of them automatically gets the history of the conversation with the customer.

8
addons/crm/crm_lead_view.xml
View File

@ -372,13 +372,15 @@
<search string="Search Leads">
<filter icon="terp-check"
string="New"
name="current" help="New Leads"
name="new" help="New Leads"
domain="[('state','=','draft')]"/>
<filter icon="terp-camera_test"
string="Open"
name="open"
domain="[('state','=','open')]"/>
<filter icon="terp-gtk-media-pause"
string="Pending"
name="pending"
domain="[('state','=','pending')]"/>
<separator orientation="vertical"/>
@ -675,13 +677,15 @@
<search string="Search Opportunities">
<filter icon="terp-check"
string="New" help="New Opportunities"
name="current"
name="new"
domain="[('state','=','draft')]"/>
<filter icon="terp-camera_test"
string="Open" help="Open Opportunities"
name="open"
domain="[('state','=','open')]"/>
<filter icon="terp-gtk-media-pause"
string="Pending" help="Pending Opportunities"
name="pending"
domain="[('state','=','pending')]"/>
<separator orientation="vertical"/>
<field name="name" string="Opportunity"/>