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">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>
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"/>
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"/>
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"/>
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" />
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>
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"/>
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"/>
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"/>
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" />