6 <!-- TO CONFIRM: This is fine -->
8 id="act_crm_phonecall_crm_meeting_new"
10 res_model="crm.meeting"
11 src_model="crm.phonecall"
12 view_mode="tree,form,calendar"
13 context="{'default_duration': 4.0, 'default_phonecall_id': active_id}"
14 domain="[('phonecall_id', '=', active_id)]"
17 <!-- PHONE CALLS (menu) -->
19 <record model="ir.actions.act_window" id="crm_case_categ_phone0">
20 <field name="name">Phone Calls</field>
21 <field name="res_model">crm.phonecall</field>
22 <field name="view_type">form</field>
23 <field name="view_mode">tree,calendar</field>
24 <field name="view_id" ref="crm_case_phone_tree_view"/>
25 <field name="context">{"search_default_user_id":uid}</field>
26 <field name="search_view_id" ref="crm.view_crm_case_phonecalls_filter"/>
29 <record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone0">
30 <field name="sequence" eval="1"/>
31 <field name="view_mode">tree</field>
32 <field name="view_id" ref="crm_case_phone_tree_view"/>
33 <field name="act_window_id" ref="crm_case_categ_phone0"/>
36 <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_phone0">
37 <field name="sequence" eval="2"/>
38 <field name="view_mode">calendar</field>
39 <field name="view_id" ref="crm_case_phone_calendar_view"/>
40 <field name="act_window_id" ref="crm_case_categ_phone0"/>
43 <record model="ir.actions.act_window.view" id="action_crm_tag_form_phone0">
44 <field name="sequence" eval="3"/>
45 <field name="view_mode">form</field>
46 <field name="view_id" ref="crm_case_phone_form_view"/>
47 <field name="act_window_id" ref="crm_case_categ_phone0"/>
50 <menuitem name="Phone Calls" id="menu_crm_case_phone"
51 groups="base.group_sale_salesman"
52 parent="base.menu_base_partner" sequence="4" />
54 <record model="ir.actions.act_window" id="crm_case_categ_phone_incoming0">
55 <field name="name">Logged Calls</field>
56 <field name="res_model">crm.phonecall</field>
57 <field name="view_type">form</field>
58 <field name="view_mode">tree,calendar</field>
59 <field name="view_id" ref="crm_case_inbound_phone_tree_view"/>
60 <field name="domain">[]</field>
61 <field name="context">{}</field>
62 <field name="search_view_id" ref="crm.view_crm_case_phonecalls_filter"/>
63 <field name="help" type="html">
64 <p class="oe_view_nocontent_create">
65 Click to log the summary of a phone call.
67 OpenERP allows you to log inbound calls on the fly to track the
68 history of the communication with a customer or to inform another
71 In order to follow up on the call, you can trigger a request for
72 another call, a meeting or an opportunity.
77 <record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_incoming0">
78 <field name="sequence" eval="1"/>
79 <field name="view_mode">tree</field>
80 <field name="view_id" ref="crm_case_inbound_phone_tree_view"/>
81 <field name="act_window_id" ref="crm_case_categ_phone_incoming0"/>
84 <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_phone_incoming0">
85 <field name="sequence" eval="2"/>
86 <field name="view_mode">calendar</field>
87 <field name="view_id" ref="crm_case_phone_calendar_view"/>
88 <field name="act_window_id" ref="crm_case_categ_phone_incoming0"/>
91 <record model="ir.actions.act_window.view" id="action_crm_tag_form_phone_incoming0">
92 <field name="sequence" eval="3"/>
93 <field name="view_mode">form</field>
94 <field name="view_id" ref="crm_case_phone_form_view"/>
95 <field name="act_window_id" ref="crm_case_categ_phone_incoming0"/>
98 <menuitem name="Logged Calls" id="menu_crm_case_phone_inbound"
99 parent="crm.menu_crm_case_phone"
100 action="crm_case_categ_phone_incoming0" />
102 <record model="ir.actions.act_window" id="crm_case_categ_phone_outgoing0">
103 <field name="name">Scheduled Calls</field>
104 <field name="res_model">crm.phonecall</field>
105 <field name="view_type">form</field>
106 <field name="view_mode">tree,calendar</field>
107 <field name="view_id" ref="crm_case_phone_tree_view"/>
108 <field name="domain">[('state','!=','done')]</field>
109 <field name="context" eval="'{\'default_state\':\'open\'}'"/>
110 <field name="search_view_id" ref="crm.view_crm_case_phonecalls_filter"/>
111 <field name="help" type="html">
112 <p class="oe_view_nocontent_create">
113 Click to schedule a call
115 OpenERP allows you to easily define all the calls to be done
116 by your sales team and follow up based on their summary.
118 You can use the import feature to massively import a new list of
119 prospects to qualify.
124 <record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_outgoing0">
125 <field name="sequence" eval="1"/>
126 <field name="view_mode">tree</field>
127 <field name="view_id" ref="crm_case_phone_tree_view"/>
128 <field name="act_window_id" ref="crm_case_categ_phone_outgoing0"/>
131 <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_phone_outgoing0">
132 <field name="sequence" eval="2"/>
133 <field name="view_mode">calendar</field>
134 <field name="view_id" ref="crm_case_phone_calendar_view"/>
135 <field name="act_window_id" ref="crm_case_categ_phone_outgoing0"/>
138 <record model="ir.actions.act_window.view" id="action_crm_tag_form_phone_outgoing0">
139 <field name="sequence" eval="3"/>
140 <field name="view_mode">form</field>
141 <field name="view_id" ref="crm_case_phone_form_view"/>
142 <field name="act_window_id" ref="crm_case_categ_phone_outgoing0"/>
145 <menuitem name="Scheduled Calls" id="menu_crm_case_phone_outbound"
146 parent="crm.menu_crm_case_phone"
147 action="crm_case_categ_phone_outgoing0" />