{
'name': 'Customer & Supplier Relationship Management',
'version': '1.0',
- 'category': 'Generic Modules/CRM & SRM',
- 'description': """The generic OpenERP 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.
place.
The CRM module has a email gateway for the synchronisation interface
-between mails and OpenERP.
-Create dashboard for CRM that includes:
- * My Leads (list)
- * Leads by Stage (graph)
- * My Meetings (list)
- * Sales Pipeline by Stage (graph)
- * My Cases (list)
- * Jobs Tracking (graph)
+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'
'crm_meeting_data.xml',
'crm_lead_data.xml',
'crm_meeting_data.xml',
- 'crm_opportunity_data.xml',
'crm_phonecall_data.xml',
],
'update_xml': [
'wizard/crm_opportunity_to_phonecall_view.xml',
'wizard/crm_partner_to_opportunity_view.xml',
- 'wizard/crm_send_email_view.xml',
'wizard/crm_add_note_view.xml',
- 'wizard/crm_forward_to_partner_view.xml',
'wizard/crm_merge_opportunities_view.xml',
'crm_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',
-
'report/crm_lead_report_view.xml',
'report/crm_phonecall_report_view.xml',
'process/crm_configuration_process.xml',
- 'crm_installer_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',
- 'board_crm_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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