6 id="crm_case_categ_phone_create_partner"
7 name="Schedule Phone Call"
8 res_model="crm.phonecall"
9 src_model="res.partner"
10 view_mode="calendar,tree,form"
11 context="{'search_default_partner_id': [active_id], 'default_duration': 1.0}"
12 groups="base.group_extended"
15 <!-- TO CONFIRM: This is fine -->
17 id="act_crm_phonecall_crm_meeting_new"
19 res_model="crm.meeting"
20 src_model="crm.phonecall"
21 view_mode="tree,form,calendar,"
22 context="{'default_duration': 4.0, 'default_phonecall_id': active_id}"
23 domain="[('phonecall_id', '=', active_id)]"
26 <!-- PHONE CALLS (menu) -->
28 <record model="ir.actions.act_window" id="crm_case_categ_phone0">
29 <field name="name">Phone Calls</field>
30 <field name="res_model">crm.phonecall</field>
31 <field name="view_type">form</field>
32 <field name="view_mode">tree,calendar</field>
33 <field name="view_id" ref="crm_case_phone_tree_view"/>
34 <field name="context">{"search_default_user_id":uid, 'search_default_section_id': section_id}</field>
35 <field name="search_view_id" ref="crm.view_crm_case_phonecalls_filter"/>
38 <record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone0">
39 <field name="sequence" eval="1"/>
40 <field name="view_mode">tree</field>
41 <field name="view_id" ref="crm_case_phone_tree_view"/>
42 <field name="act_window_id" ref="crm_case_categ_phone0"/>
45 <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_phone0">
46 <field name="sequence" eval="2"/>
47 <field name="view_mode">calendar</field>
48 <field name="view_id" ref="crm_case_phone_calendar_view"/>
49 <field name="act_window_id" ref="crm_case_categ_phone0"/>
52 <record model="ir.actions.act_window.view" id="action_crm_tag_form_phone0">
53 <field name="sequence" eval="3"/>
54 <field name="view_mode">form</field>
55 <field name="view_id" ref="crm_case_phone_form_view"/>
56 <field name="act_window_id" ref="crm_case_categ_phone0"/>
59 <menuitem name="Phone Calls" id="menu_crm_case_phone"
60 groups="base.group_extended,base.group_sale_salesman"
61 parent="base.menu_base_partner" sequence="4" />
63 <record model="ir.actions.act_window" id="crm_case_categ_phone_incoming0">
64 <field name="name">Inbound</field>
65 <field name="res_model">crm.phonecall</field>
66 <field name="view_type">form</field>
67 <field name="view_mode">tree,calendar</field>
68 <field name="view_id" ref="crm_case_phone_tree_view"/>
69 <field name="domain" eval="'[(\'categ_id\',\'=\','+str(ref('categ_phone1'))+')]'"/>
70 <field name="context" eval="'{\'search_default_section_id\':section_id, \'set_editable\':True,\'default_state\':\'open\', \'search_default_current\':1,\'search_default_today\':1, \'default_categ_id\': ' + str(ref('categ_phone1')) +'}'"/>
71 <field name="search_view_id" ref="crm.view_crm_case_phonecalls_filter"/>
72 <field name="help">The Inbound Calls tool allows you to log your inbound calls on the fly. Each call you get will appear on the partner form for the traceability of every contact you get with a partner. From the call record, you can trigger a request for another call, a meeting or a business opportunity.</field>
76 <record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_incoming0">
77 <field name="sequence" eval="1"/>
78 <field name="view_mode">tree</field>
79 <field name="view_id" ref="crm_case_inbound_phone_tree_view"/>
80 <field name="act_window_id" ref="crm_case_categ_phone_incoming0"/>
83 <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_phone_incoming0">
84 <field name="sequence" eval="2"/>
85 <field name="view_mode">calendar</field>
86 <field name="view_id" ref="crm_case_phone_calendar_view"/>
87 <field name="act_window_id" ref="crm_case_categ_phone_incoming0"/>
90 <record model="ir.actions.act_window.view" id="action_crm_tag_form_phone_incoming0">
91 <field name="sequence" eval="3"/>
92 <field name="view_mode">form</field>
93 <field name="view_id" ref="crm_case_inbound_phone_form_view"/>
94 <field name="act_window_id" ref="crm_case_categ_phone_incoming0"/>
97 <menuitem name="Inbound" id="menu_crm_case_phone_inbound"
98 parent="crm.menu_crm_case_phone"
99 action="crm_case_categ_phone_incoming0" />
101 <record model="ir.actions.act_window" id="crm_case_categ_phone_outgoing0">
102 <field name="name">Outbound</field>
103 <field name="res_model">crm.phonecall</field>
104 <field name="view_type">form</field>
105 <field name="view_mode">tree,calendar</field>
106 <field name="view_id" ref="crm_case_phone_tree_view"/>
107 <field name="domain" eval="'[(\'categ_id\',\'=\','+str(ref('categ_phone2'))+')]'"/>
108 <field name="context" eval="'{\'search_default_section_id\':section_id, \'default_state\':\'open\', \'search_default_current\':1, \'default_categ_id\': ' + str(ref('categ_phone2')) +'}'"/>
109 <field name="search_view_id" ref="crm.view_crm_case_phonecalls_filter"/>
110 <field name="help">Outbound Calls lists all the calls to be performed by your sales team. They can record the information about the call on the form view. These information will appear on the partner form for the traceability of every contact you get with a customer. You can import a .CSV file with a list of calls to be done for your sales team.</field>
113 <record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_outgoing0">
114 <field name="sequence" eval="1"/>
115 <field name="view_mode">tree</field>
116 <field name="view_id" ref="crm_case_phone_tree_view"/>
117 <field name="act_window_id" ref="crm_case_categ_phone_outgoing0"/>
120 <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_phone_outgoing0">
121 <field name="sequence" eval="2"/>
122 <field name="view_mode">calendar</field>
123 <field name="view_id" ref="crm_case_phone_calendar_view"/>
124 <field name="act_window_id" ref="crm_case_categ_phone_outgoing0"/>
127 <record model="ir.actions.act_window.view" id="action_crm_tag_form_phone_outgoing0">
128 <field name="sequence" eval="3"/>
129 <field name="view_mode">form</field>
130 <field name="view_id" ref="crm_case_phone_form_view"/>
131 <field name="act_window_id" ref="crm_case_categ_phone_outgoing0"/>
134 <menuitem name="Outbound" id="menu_crm_case_phone_outbound"
135 parent="crm.menu_crm_case_phone"
136 action="crm_case_categ_phone_outgoing0" />