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authorHaresh Shyara <hsh@odoo.com>2017-08-08 10:49:03 +0200
committerYannick Tivisse <yti@odoo.com>2017-08-09 10:03:08 +0200
commitea66192276921be1bafe73255fa77c55f3e10ac7 (patch)
tree7ad34dbe9df9e279b3b6d20a2bf9f90a35fbb54c /addons/crm/security
parenta2ca8b98d8abda4a28aa34d2436888903f97ad1a (diff)
[REF] crm,sale: Split the applications into 2 separate apps
Purpose ======= You install CRM but you don't see CRM icon (except in English, as long as sales is not installed) -> confusing The dashboard with salesteam is not obvious & not useful for simple users: what are those channel boxes about? why don't I see all my activities?, etc. Specifications ============== Split CRM & Sales + land in business views straight away Default Entry Views ~~~~~~~~~~~~~~~~~~~ - New default view for CRM: Pipeline kanban - New default view for Sales: Quotation list Dashboards ~~~~~~~~~~ - Move sales teams dashboard to Reporting: Sales Channels. - Remove the upper part of the sales team dashboard Menuitems Structure ~~~~~~~~~~~~~~~~~~~ - CRM menu Pipeline: - Leads (optional) - Pipeline (default menu, default filter "My Pipeline") - Next Activities -> to remove (now there is an icon in top bar for next activities) - Quotations (If sale_management installed) Customers Phone Calls (if voip, if not yet removed because there is a BE task to use next activities instead) Leads Management: - Scoring Rules - Leads Assignation - Team Assignation Reporting: - Leads - Scoring page views - Opp. Assignement - Patnerships - Pipeline - Activities - Phonecalls - Sales Channels Configuration: - Settings - Sales Channels - Activity Types - Leads & Opportunities: - Lead Tags - Lost Reasons - Resellers - Partner Level - Partner Activations - Sales menu: Orders: - Quotations - Orders - Customers Invoicing: - Orders to Invoice - Orders to Upsell Catalog: - Products - Promotion Programs - Coupon Programs Reporting: - Sales - Sales Channels - All channels sales orders Configuration: - Settings - Sales Channels - Sales Orders: - Quotation templates - Payment acquirers - Delivery Methods Settings ~~~~~~~~ - Split settings form - Remove recommended apps section - Remove Timesheets section - Remove Inventory Management and move shipping connectors to Shipping section - Remove Integrations section - Move Docsaway option to "Quotations & Orders", right after proforma - Autocomplete and asterix: move to CRM section - Restructure and rename sections this way: - Product Catalog - Pricing - Quotations & Orders - Shipping - Invoicing - eBay (if installed) - Remove all the "Save this page and come back here" when checking a box that installs a new module - restructure a bit the CRM settings, with 3 sections: Pipeline - Leads Contacts - Phone Validation - Customer Autocomplete Integrations - Google Calendar / Synchronize your calendar with Google Calendar (copy from general settings but don't show message "Save this page and come back here...". - Asterisk (VOIP)
Diffstat (limited to 'addons/crm/security')
-rw-r--r--addons/crm/security/crm_security.xml9
1 files changed, 3 insertions, 6 deletions
diff --git a/addons/crm/security/crm_security.xml b/addons/crm/security/crm_security.xml
index 28599ff6ec7..e3f76bed2f0 100644
--- a/addons/crm/security/crm_security.xml
+++ b/addons/crm/security/crm_security.xml
@@ -12,12 +12,9 @@
<field eval="[(4,ref('base.group_partner_manager'))]" name="groups_id"/>
</record>
- <record model='ir.ui.menu' id='sales_team.menu_base_partner'>
- <field name="groups_id" eval="[(4,ref('sales_team.group_sale_manager')),(4,ref('sales_team.group_sale_salesman'))]"/>
- </record>
-
- <record model="ir.ui.menu" id="sales_team.menu_sale_config">
- <field eval="[(4, ref('sales_team.group_sale_manager'))]" name="groups_id"/>
+ <record id="contacts.res_partner_menu_config" model="ir.ui.menu">
+ <field name="name">Configuration</field>
+ <field name="groups_id" eval="[(4, ref('sales_team.group_sale_manager'))]"/>
</record>
</data>