6 id="crm_case_categ_phone_create_partner"
8 res_model="crm.phonecall"
9 view_mode="calendar,tree,form"
10 context="{'search_default_partner_id': [active_id], 'default_duration': 1.0, 'default_partner_id': active_id}"
11 groups="base.group_sale_salesman"
14 <!-- TO CONFIRM: This is fine -->
16 id="act_crm_phonecall_crm_meeting_new"
18 res_model="crm.meeting"
19 src_model="crm.phonecall"
20 view_mode="tree,form,calendar"
21 context="{'default_duration': 4.0, 'default_phonecall_id': active_id}"
22 domain="[('phonecall_id', '=', active_id)]"
25 <!-- PHONE CALLS (menu) -->
27 <record model="ir.actions.act_window" id="crm_case_categ_phone0">
28 <field name="name">Phone Calls</field>
29 <field name="res_model">crm.phonecall</field>
30 <field name="view_type">form</field>
31 <field name="view_mode">tree,calendar</field>
32 <field name="view_id" ref="crm_case_phone_tree_view"/>
33 <field name="context">{"search_default_user_id":uid}</field>
34 <field name="search_view_id" ref="crm.view_crm_case_phonecalls_filter"/>
37 <record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone0">
38 <field name="sequence" eval="1"/>
39 <field name="view_mode">tree</field>
40 <field name="view_id" ref="crm_case_phone_tree_view"/>
41 <field name="act_window_id" ref="crm_case_categ_phone0"/>
44 <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_phone0">
45 <field name="sequence" eval="2"/>
46 <field name="view_mode">calendar</field>
47 <field name="view_id" ref="crm_case_phone_calendar_view"/>
48 <field name="act_window_id" ref="crm_case_categ_phone0"/>
51 <record model="ir.actions.act_window.view" id="action_crm_tag_form_phone0">
52 <field name="sequence" eval="3"/>
53 <field name="view_mode">form</field>
54 <field name="view_id" ref="crm_case_phone_form_view"/>
55 <field name="act_window_id" ref="crm_case_categ_phone0"/>
58 <menuitem name="Phone Calls" id="menu_crm_case_phone"
59 groups="base.group_sale_salesman"
60 parent="base.menu_base_partner" sequence="4" />
62 <record model="ir.actions.act_window" id="crm_case_categ_phone_incoming0">
63 <field name="name">Logged Calls</field>
64 <field name="res_model">crm.phonecall</field>
65 <field name="view_type">form</field>
66 <field name="view_mode">tree,calendar</field>
67 <field name="view_id" ref="crm_case_inbound_phone_tree_view"/>
68 <field name="domain">[]</field>
69 <field name="context">{}</field>
70 <field name="search_view_id" ref="crm.view_crm_case_phonecalls_filter"/>
72 Click on "Create" to log a new call.
74 This tool allows you to log your calls on the fly.
76 From this feature, you can trigger a request for another call, a meeting or an opportunity.
81 <record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_incoming0">
82 <field name="sequence" eval="1"/>
83 <field name="view_mode">tree</field>
84 <field name="view_id" ref="crm_case_inbound_phone_tree_view"/>
85 <field name="act_window_id" ref="crm_case_categ_phone_incoming0"/>
88 <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_phone_incoming0">
89 <field name="sequence" eval="2"/>
90 <field name="view_mode">calendar</field>
91 <field name="view_id" ref="crm_case_phone_calendar_view"/>
92 <field name="act_window_id" ref="crm_case_categ_phone_incoming0"/>
95 <record model="ir.actions.act_window.view" id="action_crm_tag_form_phone_incoming0">
96 <field name="sequence" eval="3"/>
97 <field name="view_mode">form</field>
98 <field name="view_id" ref="crm_case_phone_form_view"/>
99 <field name="act_window_id" ref="crm_case_categ_phone_incoming0"/>
102 <menuitem name="Logged Calls" id="menu_crm_case_phone_inbound"
103 parent="crm.menu_crm_case_phone"
104 action="crm_case_categ_phone_incoming0" />
106 <record model="ir.actions.act_window" id="crm_case_categ_phone_outgoing0">
107 <field name="name">Scheduled Calls</field>
108 <field name="res_model">crm.phonecall</field>
109 <field name="view_type">form</field>
110 <field name="view_mode">tree,calendar</field>
111 <field name="view_id" ref="crm_case_phone_tree_view"/>
112 <field name="domain">[('state','!=','done')]</field>
113 <field name="context" eval="'{\'default_state\':\'open\'}'"/>
114 <field name="search_view_id" ref="crm.view_crm_case_phonecalls_filter"/>
116 Click here to schedule a new call.
118 Scheduled calls list all the calls to be done by your sales team.
120 This information will be stored in the partner form to trace every contact you have with a customer.
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" />