4 <record model="board.note.type" id="note_crm_type">
5 <field name="name">CRM Configuration</field>
8 <record model="ir.ui.view" id="view_crm_opportunity_user_graph1">
9 <field name="name">crm.opportunity.user.graph1</field>
10 <field name="model">report.crm.opportunity.user</field>
11 <field name="type">graph</field>
12 <field name="arch" type="xml">
13 <graph string="Opportunities by User and Section" type="pie">
15 <field name="nbr" operator="+"/>
20 <record model="ir.actions.act_window" id="act_my_leads">
21 <field name="res_model">crm.lead</field>
22 <field name="view_type">form</field>
23 <field name="view_mode">tree,form</field>
24 <field name="view_id" ref="crm.crm_case_tree_view_leads"/>
25 <field name="domain">[('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]</field>
28 <record model="ir.actions.act_window" id="act_my_meetings">
29 <field name="res_model">crm.meeting</field>
30 <field name="view_type">form</field>
31 <field name="view_mode">tree,form</field>
32 <field name="view_id" ref="crm.crm_case_tree_view_meet"/>
33 <field name="domain">[('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]</field>
36 <act_window name="My Cases"
37 domain="[('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]"
43 <record model="ir.actions.act_window" id="act_my_leads_stage">
44 <field name="res_model">report.crm.lead.section.stage</field>
45 <field name="view_type">form</field>
46 <field name="view_mode">graph,tree,form</field>
47 <field name="view_id" ref="view_crm_lead_stage_graph1"/>
48 <field name="domain">[('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]</field>
51 <record model="ir.actions.act_window" id="act_sales_pipeline">
52 <field name="res_model">report.crm.opportunity.user</field>
53 <field name="view_type">form</field>
54 <field name="view_mode">graph,tree,form</field>
55 <field name="view_id" ref="view_crm_opportunity_user_graph1"/>
56 <field name="domain">[('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]</field>
59 <record model="ir.ui.view" id="board_crm_form">
60 <field name="name">CRM - Dashboard Form</field>
61 <field name="model">board.board</field>
62 <field name="type">form</field>
63 <field name="arch" type="xml">
64 <form string="Connecting Dashboard">
71 name="%(act_my_leads)d"
78 name="%(act_my_meetings)d"
84 name="%(act_my_cases)d"
92 string="My Leads By Stage"
93 name="%(act_my_leads_stage)d"
97 string="My Sales Pipeline"
98 name="%(act_sales_pipeline)d"
106 <record model="ir.actions.act_window" id="open_board_crm">
107 <field name="name">CRM Dashboard</field>
108 <field name="res_model">board.board</field>
109 <field name="view_type">form</field>
110 <field name="view_mode">form</field>
111 <field name="usage">menu</field>
112 <field name="view_id" ref="board_crm_form"/>
116 name="Connecting Dashboard" parent="menu_board_crm_config"
117 action="open_board_crm"
119 id="menu_board_crm" icon="terp-graph"/>