{
'name': 'Customer & Supplier Relationship Management',
'version': '1.0',
- 'category': 'Generic Modules/CRM & SRM',
- 'description': """The generic Open ERP Customer Relationship Management
-system enables a group of people to intelligently and efficiently manage
+ 'category': 'Customer Relationship Management',
+ 'complexity': "easy",
+ 'description': """
+The generic OpenERP Customer Relationship Management.
+=====================================================
+
+This system enables a group of people to intelligently and efficiently manage
leads, opportunities, meeting, phonecall etc.
It manages key tasks such as communication, identification, prioritization,
assignment, resolution and notification.
-Open ERP ensures that all cases are successfully tracked by users, customers and
+OpenERP ensures that all cases are successfully tracked by users, customers and
suppliers. It can automatically send reminders, escalate the request, trigger
-specific methods and lots of others actions based on your enterprise own rules.
+specific methods and lots of other actions based on your own enterprise rules.
The greatest thing about this system is that users don't need to do anything
-special. They can just send email to the request tracker. Open ERP will take
+special. They can just send email to the request tracker. OpenERP will take
care of thanking them for their message, automatically routing it to the
-appropriate staff, and making sure all future correspondence gets to the right
+appropriate staff, and make sure all future correspondence gets to the right
place.
The CRM module has a email gateway for the synchronisation interface
-between mails and Open ERP.""",
- 'author': 'Tiny',
+between mails and OpenERP.
+
+Creates a dashboard for CRM that includes:
+ * Opportunities by Categories (graph)
+ * Opportunities by Stage (graph)
+ * Planned Revenue by Stage and User (graph)
+""",
+ 'author': 'OpenERP SA',
'website': 'http://www.openerp.com',
'depends': [
'base',
'base_action_rule',
+ 'base_setup',
'process',
- 'mail_gateway',
+ 'mail',
'base_calendar',
'resource',
+ 'board'
],
'init_xml': [
'crm_data.xml',
'crm_meeting_data.xml',
'crm_lead_data.xml',
'crm_meeting_data.xml',
- 'crm_opportunity_data.xml',
'crm_phonecall_data.xml',
],
-
'update_xml': [
+ 'security/crm_security.xml',
+ 'security/ir.model.access.csv',
+
'wizard/crm_lead_to_partner_view.xml',
'wizard/crm_lead_to_opportunity_view.xml',
'wizard/crm_opportunity_to_phonecall_view.xml',
'wizard/crm_partner_to_opportunity_view.xml',
- 'wizard/crm_forward_to_partner_view.xml',
- 'wizard/crm_send_email_view.xml',
+ 'wizard/crm_add_note_view.xml',
+ 'wizard/crm_merge_opportunities_view.xml',
+
'crm_view.xml',
'crm_action_rule_view.xml',
'crm_meeting_view.xml',
'crm_meeting_menu.xml',
+ 'crm_meeting_shortcut_data.xml',
'crm_phonecall_view.xml',
'crm_phonecall_menu.xml',
- 'crm_opportunity_view.xml',
- 'crm_opportunity_menu.xml',
-
- 'security/crm_security.xml',
- 'security/ir.model.access.csv',
-
'report/crm_lead_report_view.xml',
'report/crm_phonecall_report_view.xml',
'process/crm_configuration_process.xml',
- 'crm_installer_view.xml',
-
- 'res_partner_view.xml'
+ 'crm_installer_view.xml',
+
+ 'res_partner_view.xml',
+ 'board_crm_view.xml',
+ 'board_crm_statistical_view.xml',
+
],
'demo_xml': [
'crm_demo.xml',
'crm_lead_demo.xml',
'crm_meeting_demo.xml',
- 'crm_opportunity_demo.xml',
- 'crm_phonecall_demo.xml'
+ 'crm_phonecall_demo.xml',
],
'test': [
- 'test/test_crm_lead.yml',
- 'test/test_crm_meeting.yml',
- 'test/test_crm_opportunity.yml',
- 'test/test_crm_phonecall.yml',
+ 'test/process/communication_with_customer.yml',
+ 'test/process/lead2opportunity2win.yml',
+ 'test/process/merge_opportunity.yml',
+ 'test/process/cancel_lead.yml',
+ 'test/ui/onchange_events.yml',
],
'installable': True,
'active': False,
'certificate': '0079056041421',
+ 'images': ['images/sale_crm_crm_dashboard.png', 'images/crm_dashboard.jpeg','images/leads.jpeg','images/meetings.jpeg','images/opportunities.jpeg','images/outbound_calls.jpeg','images/stages.jpeg'],
}
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