<openerp>
<data>
- <menuitem id="base.menu_crm_config_sales" name="Sales"
- parent="base.menu_base_config" sequence="1"/>
+ <menuitem icon="terp-partner" id="base.menu_base_partner" name="Sales" sequence="0"
+ groups="base.group_sale_manager,base.group_sale_salesman,base.group_partner_manager"/>
- <menuitem id="menu_crm_config_lead" name="Lead"
- parent="base.menu_crm_config_sales" sequence="0" groups="base.group_extended"/>
+ <menuitem id="base.menu_crm_config_lead" name="Leads & Opportunities"
+ parent="base.menu_base_config" sequence="1" groups="base.group_sale_manager"/>
+
+ <menuitem id="base.menu_crm_config_opportunity" name="Opportunities"
+ parent="base.menu_base_config" sequence="1" groups="base.group_sale_manager"/>
- <menuitem id="menu_crm_config_opportunity" name="Opportunity"
- parent="base.menu_crm_config_sales" sequence="1"/>
-
- <menuitem id="menu_crm_config_meeting" name="Meeting"
- parent="base.menu_base_config" sequence="4"/>
+ <menuitem id="base.menu_sale_config_sales" name="Sales"
+ parent="base.menu_base_config" sequence="0" groups="base.group_sale_manager"/>
<menuitem id="menu_crm_config_phonecall" name="Phone Call"
parent="base.menu_base_config" sequence="5" groups="base.group_extended"/>
<menuitem id="base.next_id_64" name="Reporting"
parent="base.menu_base_partner" sequence="11" />
+
<!-- Case Sections Form View -->
<record id="crm_case_section_view_form" model="ir.ui.view">
<group col="2" colspan="1">
<separator string="Configuration" colspan="2"/>
<field name="allow_unlink" select="2"/>
+ <field name="change_responsible"/>
+ </group>
+ <group col="1" colspan="4" groups="base.group_extended">
+ <separator string="Team Members" colspan="4"/>
+ <field name="member_ids" nolabel="1" colspan="4" height="250"/>
</group>
- <separator string="Team Members" colspan="4"/>
- <field name="member_ids" nolabel="1" colspan="4"/>
+ </page>
+ <page string="Stages">
+ <separator string="Select stages for this Sales Team" colspan="4"/>
+ <field name="stage_ids" colspan="4" nolabel="1"/>
</page>
<page string="Notes">
<field name="note" select="1" colspan="4" nolabel="1"/>
<!-- Case Sections Action -->
<record id="crm_case_section_act" model="ir.actions.act_window">
- <field name="name">Sales Team</field>
+ <field name="name">Sales Teams</field>
<field name="res_model">crm.case.section</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm_case_section_view_tree"/>
+ <field name="help">Define a Sales Team to organize your different salesmen or sales departments into separate teams. Each team will work in its own list of opportunities, sales orders, etc. Each user can set a default team in his user preferences. The opportunities and sales order displayed, will automatically be filtered according to his team.</field>
</record>
+ <menuitem action="crm_case_section_act"
+ id="menu_crm_case_section_act" sequence="4"
+ parent="base.menu_sale_config_sales" />
+
+
<!-- CRM Stage Tree View -->
<record model="ir.ui.view" id="crm_case_stage_tree">
<field name="sequence"/>
<field name="name"/>
<field name="probability"/>
- <field name="section_id"/>
-
+ <field name="type" />
</tree>
</field>
</record>
<field name="name">crm.case.stage.form</field>
<field name="model">crm.case.stage</field>
<field name="type">form</field>
+ <field name="priority" eval="1"/>
<field name="arch" type="xml">
<form string="Stage">
<separator string="Stage Definition" colspan="4"/>
<field name="name" select="1"/>
- <field name="section_id" select="1" widget="selection"/>
- <field name="object_id" invisible="1" />
+ <field name="type" groups="base.group_extended" />
+
<field name="sequence"/>
<field name="probability"/>
- <field name="on_change"/>
+ <group colspan="4" col="2" >
+ <field name="on_change"/>
+ </group>
<separator string="Requirements" colspan="4"/>
<field name="requirements" nolabel="1" colspan="4"/>
+ <field name="section_ids" invisible="1" />
</form>
</field>
</record>
<field name="view_type">form</field>
<field name="view_id" ref="crm_case_stage_tree"/>
</record>
+
<!-- Case Categories Form View -->
<field name="arch" type="xml">
<form string="Case Category">
<field name="name" select="1"/>
- <field name="section_id" select="1" widget="selection"/>
+ <field name="section_id" select="1"/>
<field name="object_id" invisible="1" />
</form>
</field>
</field>
</record>
- <!-- Case Categories Action -->
-
- <record id="crm_case_categ-act" model="ir.actions.act_window">
- <field name="name">Categories</field>
- <field name="res_model">crm.case.categ</field>
- <field name="view_type">form</field>
- <field name="view_id" ref="crm_case_categ_tree-view"/>
- </record>
-
- <menuitem action="crm_case_section_act"
- id="menu_crm_case_section_act" sequence="4"
- parent="menu_crm_config_opportunity" />
-
-
-
<!-- Resource Type of case Tree View -->
<record model="ir.ui.view" id="crm_case_resource_type_tree">
<field name="model">crm.case.resource.type</field>
<field name="type">tree</field>
<field name="arch" type="xml">
- <tree string="Resource Type">
+ <tree string="Campaign">
<field name="name"/>
- <field name="object_id"/>
<field name="section_id"/>
</tree>
</field>
<field name="model">crm.case.resource.type</field>
<field name="type">form</field>
<field name="arch" type="xml">
- <form string="Resource Type">
+ <form string="Campaign">
<field name="name" select="1"/>
<field name="section_id" select="1" widget="selection"/>
- <field name="object_id" />
</form>
</field>
</record>
<!-- Resource Type of case Action -->
<record id="crm_case_resource_type_act" model="ir.actions.act_window">
- <field name="name">Resource Type</field>
+ <field name="name">Campaigns</field>
<field name="res_model">crm.case.resource.type</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm_case_resource_type_tree"/>
</record>
+ <menuitem action="crm_case_resource_type_act"
+ id="menu_crm_case_resource_type_act" sequence="4"
+ groups="base.group_extended"
+ parent="base.menu_sale_config_sales" />
+
<record id="crm_case_section_act_tree" model="ir.actions.act_window">
- <field name="name">Cases by section</field>
+ <field name="name">Cases by Sales Team</field>
<field name="res_model">crm.case.section</field>
<field name="domain">[('parent_id','=',False)]</field>
<field name="view_type">tree</field>
<field name="view_id" ref="crm_case_section_view_tree"/>
</record>
- <!-- Cases Tree View -->
-
- <record id="crm_case_log_tree-view" model="ir.ui.view">
- <field name="name">crm.case.log.tree</field>
- <field name="model">crm.case.log</field>
- <field name="type">tree</field>
- <field name="arch" type="xml">
- <tree string="Case logs">
- <field name="date"/>
- <field name="name"/>
- <field name="user_id"/>
- <field name="section_id"/>
- <!--
- <field name="som"/>
- <field name="canal_id"/>
- -->
- </tree>
- </field>
- </record>
-
<!-- Segmentation line Tree View -->
<record id="crm_segmentation_line_tree-view" model="ir.ui.view">
</record>
<record id="crm_segmentation-act" model="ir.actions.act_window">
- <field name="name">Segmentations</field>
+ <field name="name">Segmentation</field>
<field name="res_model">crm.segmentation</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm_segmentation-view"/>
</record>
<record id="crm_segmentation_tree-act" model="ir.actions.act_window">
- <field name="name">Segmentations</field>
+ <field name="name">Partners Segmentation</field>
<field name="res_model">crm.segmentation</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
+ <field name="help">Create specific partner categories which you can assign to your partners to better manage your interactions with them. The segmentation tool is able to assign categories to partners according to criteria you set.</field>
</record>
<menuitem action="crm_segmentation_tree-act"
id="menu_crm_segmentation-act"
- groups="base.group_extended" sequence="5"
- parent="menu_crm_config_opportunity" />
+ groups="base.group_extended" sequence="2"
+ parent="base.menu_base_action_rule" />
<record model="ir.ui.view" id="view_users_form_simple_modif_inherited1">
<field name="name">view.users.form.crm.modif.inherited1</field>
<page string="Current Activity" position="inside">
<field name="context_section_id" completion="1"
widget="selection"
- context="{'user_prefence':True}" />
+ context="{'user_prefence':True}"
+ readonly="0"/>
</page>
</field>
</record>
<field name="inherit_id" ref="base.view_users_form"/>
<field eval="18" name="priority"/>
<field name="arch" type="xml">
- <field name="password" position="after">
+ <xpath expr="/form/notebook" position="before">
<field name="context_section_id" completion="1" widget="selection"/>
- </field>
+ </xpath>
</field>
</record>
<field name="inherit_id" ref="base.view_partner_form"/>
<field eval="18" name="priority"/>
<field name="arch" type="xml">
- <field name="parent_id" position="after">
+ <field name="user_id" position="after">
<field name="section_id" completion="1" widget="selection"
groups="base.group_extended"/>
</field>
</field>
</record>
- <record id="view_partners_form_crm2" model="ir.ui.view">
+ <record id="view_partners_tree_crm2" model="ir.ui.view">
<field name="name">view.res.partner.tree.crm.inherited2</field>
<field name="model">res.partner</field>
<field name="type">tree</field>
<field name="inherit_id" ref="base.view_partner_tree"/>
<field eval="18" name="priority"/>
<field name="arch" type="xml">
- <field name="lang" position="after">
+ <field name="country" position="after">
<field name="section_id" completion="1" widget="selection"
groups="base.group_extended"/>
</field>
</field>
</field>
</record>
+
+
</data>
</openerp>
projects / odoo / odoo.git / blobdiff