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authorMitali Patel <mpa@odoo.com>2018-05-16 11:52:01 +0530
committerThibault Delavallée <tde@odoo.com>2018-07-19 11:26:46 +0200
commit707bd1bfb41e991adbde195a330196b48c0b31b2 (patch)
tree073fcfe701c5f0891632afc44c1cfbd3bbf4ff37 /addons/crm/data/digest_data.xml
parent9751417102df56ce07ed6899d010bb6616c41b9d (diff)
[IMP] crm: implement digest KPIs / tips
Purpose of this commit is send lead / opportunity creation as well as won opportunities KPIs in digest emails. Those are added in the default digest template. A tip to remind to use the mailgateway is also integrated. This commit is linked to task ID 30655 and PR #18318.
Diffstat (limited to 'addons/crm/data/digest_data.xml')
-rw-r--r--addons/crm/data/digest_data.xml29
1 files changed, 29 insertions, 0 deletions
diff --git a/addons/crm/data/digest_data.xml b/addons/crm/data/digest_data.xml
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+++ b/addons/crm/data/digest_data.xml
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+<?xml version='1.0' encoding='utf-8'?>
+<odoo>
+ <data noupdate="1">
+ <record id="digest.digest_digest_default" model="digest.digest">
+ <field name="kpi_crm_lead_created">True</field>
+ <field name="kpi_crm_opportunities_won">True</field>
+ </record>
+ </data>
+
+ <data>
+ <record id="digest_tip_crm_0" model="digest.tip">
+ <field name="sequence">2</field>
+ <field name="group_id" ref="sales_team.group_sale_salesman_all_leads"/>
+ <field name="tip_description" type="html">
+<div>
+ % set email = object.env['crm.team'].search([('alias_name','!=', False)],limit=1).alias_id.display_name
+ % if email
+ <strong style="font-size: 16px;">Try the mail gateway</strong>
+ <div style="font-size: 14px;">Email sent to <strong>${email}</strong> generate opportunities in your pipeline.<br/>
+ <div style="text-align:center;margin-top:5px;margin-bottom:2px;">
+ <a href="mailto:${email}" style="background-color:#56b3b5;padding:2px;color:#FFFFFF;font-weight:bold;text-decoration:none;">Try Now</a>
+ </div>
+ </div>
+ % endif
+</div>
+ </field>
+ </record>
+ </data>
+</odoo>