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"/>
71 <field name="help" type="html">
72 <p class="oe_view_nocontent_create">
73 Click to log the summary of a phone call.
75 OpenERP allows you to log inbound calls on the fly to track the
76 history of the communication with a customer or to inform another
79 In order to follow up on the call, you can trigger a request for
80 another call, a meeting or an opportunity.
85 <record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_incoming0">
86 <field name="sequence" eval="1"/>
87 <field name="view_mode">tree</field>
88 <field name="view_id" ref="crm_case_inbound_phone_tree_view"/>
89 <field name="act_window_id" ref="crm_case_categ_phone_incoming0"/>
92 <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_phone_incoming0">
93 <field name="sequence" eval="2"/>
94 <field name="view_mode">calendar</field>
95 <field name="view_id" ref="crm_case_phone_calendar_view"/>
96 <field name="act_window_id" ref="crm_case_categ_phone_incoming0"/>
99 <record model="ir.actions.act_window.view" id="action_crm_tag_form_phone_incoming0">
100 <field name="sequence" eval="3"/>
101 <field name="view_mode">form</field>
102 <field name="view_id" ref="crm_case_phone_form_view"/>
103 <field name="act_window_id" ref="crm_case_categ_phone_incoming0"/>
106 <menuitem name="Logged Calls" id="menu_crm_case_phone_inbound"
107 parent="crm.menu_crm_case_phone"
108 action="crm_case_categ_phone_incoming0" />
110 <record model="ir.actions.act_window" id="crm_case_categ_phone_outgoing0">
111 <field name="name">Scheduled Calls</field>
112 <field name="res_model">crm.phonecall</field>
113 <field name="view_type">form</field>
114 <field name="view_mode">tree,calendar</field>
115 <field name="view_id" ref="crm_case_phone_tree_view"/>
116 <field name="domain">[('state','!=','done')]</field>
117 <field name="context" eval="'{\'default_state\':\'open\'}'"/>
118 <field name="search_view_id" ref="crm.view_crm_case_phonecalls_filter"/>
119 <field name="help" type="html">
120 <p class="oe_view_nocontent_create">
121 Click to schedule a call
123 OpenERP allows you to easily define all the calls to be done
124 by your sales team and follow up based on their summary.
126 You can use the import feature to massicely import a new list of
127 prospects to qualify.
132 <record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_outgoing0">
133 <field name="sequence" eval="1"/>
134 <field name="view_mode">tree</field>
135 <field name="view_id" ref="crm_case_phone_tree_view"/>
136 <field name="act_window_id" ref="crm_case_categ_phone_outgoing0"/>
139 <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_phone_outgoing0">
140 <field name="sequence" eval="2"/>
141 <field name="view_mode">calendar</field>
142 <field name="view_id" ref="crm_case_phone_calendar_view"/>
143 <field name="act_window_id" ref="crm_case_categ_phone_outgoing0"/>
146 <record model="ir.actions.act_window.view" id="action_crm_tag_form_phone_outgoing0">
147 <field name="sequence" eval="3"/>
148 <field name="view_mode">form</field>
149 <field name="view_id" ref="crm_case_phone_form_view"/>
150 <field name="act_window_id" ref="crm_case_categ_phone_outgoing0"/>
153 <menuitem name="Scheduled Calls" id="menu_crm_case_phone_outbound"
154 parent="crm.menu_crm_case_phone"
155 action="crm_case_categ_phone_outgoing0" />