From 5ce9af1e567c363d80ff38b4e218bc7ca489838d Mon Sep 17 00:00:00 2001 From: "rpa (Open ERP)" Date: Thu, 30 Sep 2010 11:57:31 +0530 Subject: [PATCH] [IMP]: crm*: Improvement in domain of filter button of "My SalesTeam" to include section_id of user preferences * Put default value of field sales team in seach view as section_id of user preferences bzr revid: rpa@tinyerp.com-20100930062731-27tcy9db31h5a5nv --- addons/crm/crm_lead_menu.xml | 3 +-- addons/crm/crm_lead_view.xml | 2 +- addons/crm/crm_meeting_menu.xml | 2 +- addons/crm/crm_meeting_view.xml | 2 +- addons/crm/crm_opportunity_view.xml | 2 +- addons/crm/crm_phonecall_menu.xml | 4 ++-- addons/crm/crm_phonecall_view.xml | 2 +- addons/crm_claim/crm_claim_menu.xml | 2 +- addons/crm_claim/crm_claim_view.xml | 6 +++++- addons/crm_fundraising/crm_fundraising_menu.xml | 2 +- addons/crm_fundraising/crm_fundraising_view.xml | 2 +- addons/crm_helpdesk/crm_helpdesk_menu.xml | 2 +- addons/crm_helpdesk/crm_helpdesk_view.xml | 2 +- 13 files changed, 18 insertions(+), 15 deletions(-) diff --git a/addons/crm/crm_lead_menu.xml b/addons/crm/crm_lead_menu.xml index 65daf5d..b98d26a 100644 --- a/addons/crm/crm_lead_menu.xml +++ b/addons/crm/crm_lead_menu.xml @@ -8,9 +8,8 @@ tree,form ['|', ('type','=','lead'), ('type','=',False)] - {"search_default_user_id":uid,'search_default_current':1} - {'search_default_current':1, 'default_type': 'lead', 'search_default_section_id':section_id} + {'search_default_current':1, 'default_type': 'lead', 'search_default_section_id': section_id} A lead is a first, unqualified, contact with a new prospect. Use leads when you import a database of prospects or integrate your website's contact form with OpenERP. After having been qualified, the lead can be converted to a partner and a business opportunity for a further detailed tracking of the related activities. diff --git a/addons/crm/crm_lead_view.xml b/addons/crm/crm_lead_view.xml index 47da511..6ea8eea 100644 --- a/addons/crm/crm_lead_view.xml +++ b/addons/crm/crm_lead_view.xml @@ -318,7 +318,7 @@ context="{'invisible_section': False}"> crm.meeting calendar,tree,form,gantt - {"search_default_user_id":uid} + {"search_default_user_id":uid, 'search_default_section_id': section_id} The calendar of meetings is shared between sales teams and fully integrated with the others applications like the employee holidays. You can also synchronize meetings with your mobile phone using the caldav interface. diff --git a/addons/crm/crm_meeting_view.xml b/addons/crm/crm_meeting_view.xml index 06cb028..2821024 100644 --- a/addons/crm/crm_meeting_view.xml +++ b/addons/crm/crm_meeting_view.xml @@ -312,7 +312,7 @@ diff --git a/addons/crm/crm_opportunity_view.xml b/addons/crm/crm_opportunity_view.xml index 4536497..004b4df 100644 --- a/addons/crm/crm_opportunity_view.xml +++ b/addons/crm/crm_opportunity_view.xml @@ -302,7 +302,7 @@ context="{'invisible_section': False}" widget="selection"> form tree,calendar - {"search_default_user_id":uid, 'search_default_section_id':section_id} + {"search_default_user_id":uid, 'search_default_section_id': section_id} @@ -68,7 +68,7 @@ tree,calendar - + Trace easily all your Inbound calls. The Inbound menu open a search view in editable mode, so you can easily modify or add a new call record. With the actions buttons convert a lead into an opportunity or plan a meeting. diff --git a/addons/crm/crm_phonecall_view.xml b/addons/crm/crm_phonecall_view.xml index 4f07b54..96d5a6f 100644 --- a/addons/crm/crm_phonecall_view.xml +++ b/addons/crm/crm_phonecall_view.xml @@ -272,7 +272,7 @@ diff --git a/addons/crm_claim/crm_claim_menu.xml b/addons/crm_claim/crm_claim_menu.xml index 3e85393..3a4b630 100644 --- a/addons/crm_claim/crm_claim_menu.xml +++ b/addons/crm_claim/crm_claim_menu.xml @@ -14,7 +14,7 @@ form tree,calendar,form,graph - {"search_default_section_id":section_id,"search_default_current":1,"search_default_user_id":uid} + {'search_default_section_id': section_id, "search_default_current":1,"search_default_user_id":uid} Record and trace your customers' claims here. A claim is defined by a client name, several types, a status and a priority level. A claim can also be a preventive or repairing action. A claim can be linked to a reference like a sales order, or a lot. You can send emails with attachments and get the history of the claim treatment (emails send, interventions type, etc.). diff --git a/addons/crm_claim/crm_claim_view.xml b/addons/crm_claim/crm_claim_view.xml index e7b8d65..97301ff 100644 --- a/addons/crm_claim/crm_claim_view.xml +++ b/addons/crm_claim/crm_claim_view.xml @@ -274,7 +274,11 @@ help="Unassigned Claims" /> + widget="selection"> + + crm.fundraising tree,form,graph - {"search_default_user_id":uid,"search_default_current":1} + {"search_default_user_id":uid,"search_default_current":1, 'search_default_section_id': section_id} When you wish to support your organization or a campaign, trace here all your activities for collecting money. The menu open a search list where you can find funds description, email, history, probability of success. Several actions buttons allows you to easily modify your different fund status. diff --git a/addons/crm_fundraising/crm_fundraising_view.xml b/addons/crm_fundraising/crm_fundraising_view.xml index 2021245..39d53c5 100644 --- a/addons/crm_fundraising/crm_fundraising_view.xml +++ b/addons/crm_fundraising/crm_fundraising_view.xml @@ -274,7 +274,7 @@ diff --git a/addons/crm_helpdesk/crm_helpdesk_menu.xml b/addons/crm_helpdesk/crm_helpdesk_menu.xml index 30267e7..867c835 100644 --- a/addons/crm_helpdesk/crm_helpdesk_menu.xml +++ b/addons/crm_helpdesk/crm_helpdesk_menu.xml @@ -11,7 +11,7 @@ crm.helpdesk tree,calendar,form - {"search_default_user_id":uid} + {"search_default_user_id":uid, 'search_default_section_id': section_id} Alike records and processing of claims, Helpdesk and Support is a good tool to trace your interventions. This menu is more adapted to an oral communication, which is not necessarily related to a claim. Select a customer, add notes and categorize your interventions with a channel and a priority level. diff --git a/addons/crm_helpdesk/crm_helpdesk_view.xml b/addons/crm_helpdesk/crm_helpdesk_view.xml index 2abd5d0..0531092 100644 --- a/addons/crm_helpdesk/crm_helpdesk_view.xml +++ b/addons/crm_helpdesk/crm_helpdesk_view.xml @@ -249,7 +249,7 @@ -- 1.7.10.4