addons/crm/crm_phonecall_menu.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3 <data>
   4
   5     <act_window
   6         id="crm_case_categ_phone_create_partner"
   7         name="Schedule a Call"
   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"
  12         />
  13
  14     <!-- TO CONFIRM: This is fine -->
  15     <!-- act_window
  16             id="act_crm_phonecall_crm_meeting_new"
  17             name="Meetings"
  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)]"
  23             view_type="form"/-->
  24
  25 <!-- PHONE CALLS (menu)  -->
  26
  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"/>
  35     </record>
  36
  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"/>
  42     </record>
  43
  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"/>
  49     </record>
  50
  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"/>
  56     </record>
  57
  58     <menuitem name="Phone Calls" id="menu_crm_case_phone"
  59         groups="base.group_sale_salesman"
  60         parent="base.menu_base_partner" sequence="4" />
  61
  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">This tool allows you to log your inbound calls on the fly. Each call you get will appear on the partner form to trace every contact you have with a partner. From the phone call form, you can trigger a request for another call, a meeting or an opportunity.</field>
  72
  73     </record>
  74
  75     <record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_incoming0">
  76         <field name="sequence" eval="1"/>
  77         <field name="view_mode">tree</field>
  78         <field name="view_id" ref="crm_case_inbound_phone_tree_view"/>
  79         <field name="act_window_id" ref="crm_case_categ_phone_incoming0"/>
  80     </record>
  81
  82     <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_phone_incoming0">
  83         <field name="sequence" eval="2"/>
  84         <field name="view_mode">calendar</field>
  85         <field name="view_id" ref="crm_case_phone_calendar_view"/>
  86         <field name="act_window_id" ref="crm_case_categ_phone_incoming0"/>
  87     </record>
  88
  89     <record model="ir.actions.act_window.view" id="action_crm_tag_form_phone_incoming0">
  90         <field name="sequence" eval="3"/>
  91         <field name="view_mode">form</field>
  92         <field name="view_id" ref="crm_case_phone_form_view"/>
  93         <field name="act_window_id" ref="crm_case_categ_phone_incoming0"/>
  94     </record>
  95
  96     <menuitem name="Logged Calls" id="menu_crm_case_phone_inbound"
  97         parent="crm.menu_crm_case_phone"
  98         action="crm_case_categ_phone_incoming0" />
  99
 100     <record model="ir.actions.act_window" id="crm_case_categ_phone_outgoing0">
 101         <field name="name">Scheduled Calls</field>
 102         <field name="res_model">crm.phonecall</field>
 103         <field name="view_type">form</field>
 104         <field name="view_mode">tree,calendar</field>
 105         <field name="view_id" ref="crm_case_phone_tree_view"/>
 106         <field name="domain">[('state','!=','done')]</field>
 107         <field name="context" eval="'{\'default_state\':\'open\'}'"/>
 108         <field name="search_view_id" ref="crm.view_crm_case_phonecalls_filter"/>
 109         <field name="help">Scheduled calls list all the calls to be done by your sales team. A salesman can record the information about the call in the form view. This information will be stored in the partner form to trace every contact you have with a customer. You can also import a .CSV file with a list of calls to be done by your sales team.</field>
 110     </record>
 111
 112     <record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_outgoing0">
 113         <field name="sequence" eval="1"/>
 114         <field name="view_mode">tree</field>
 115         <field name="view_id" ref="crm_case_phone_tree_view"/>
 116         <field name="act_window_id" ref="crm_case_categ_phone_outgoing0"/>
 117     </record>
 118
 119     <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_phone_outgoing0">
 120         <field name="sequence" eval="2"/>
 121         <field name="view_mode">calendar</field>
 122         <field name="view_id" ref="crm_case_phone_calendar_view"/>
 123         <field name="act_window_id" ref="crm_case_categ_phone_outgoing0"/>
 124     </record>
 125
 126     <record model="ir.actions.act_window.view" id="action_crm_tag_form_phone_outgoing0">
 127         <field name="sequence" eval="3"/>
 128         <field name="view_mode">form</field>
 129         <field name="view_id" ref="crm_case_phone_form_view"/>
 130         <field name="act_window_id" ref="crm_case_categ_phone_outgoing0"/>
 131     </record>
 132
 133     <menuitem name="Scheduled Calls" id="menu_crm_case_phone_outbound"
 134         parent="crm.menu_crm_case_phone"
 135         action="crm_case_categ_phone_outgoing0" />
 136
 137 </data>
 138 </openerp>