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authorPierre Collinet (pic) <pic@odoo.com>2020-06-11 08:45:42 +0000
committerPierre Collinet (pic) <pic@odoo.com>2020-06-11 12:26:45 +0000
commitf1c99a60fa175095a2b4b2a6270d866e3999e05d (patch)
tree762049280ba63bae2ea143f599a0397f536669a5 /addons/sales_team
parent87f49b0616d67ea00e4e15db81459ed33310abec (diff)
[IMP] crm: improve onboarding tour of module CRM
Add an autocomplete for opportunity name. If no name is set when a customer is selected set the name partner_id.name's Opportunity Change help title and subtitle to be more explicit. Change title from "Create an opportunity in your pipeline" to "Create opportunities to keep an eye on all your ongoing sales talks." Concerning subtitle, if a valid and active email alias is found : Emails sent to ALIAS@address automatically create opportunities. Improve crm onboarding tour text messages and display. Change menuitem from Teams to Team Pipelines to be more explicit. Update the corresponding act_window name in the sales_team module. Make the "schedule an activity" button bigger (100% of the div) and highlight the entire Schedule button box. Update test tours accordingly. Since quick create opportunity form is updated the tests were failing. Reason is a trigger on input:first trying to detect the field "name". This is not the case after this commit's changes. Task ID 2226563 Community PR #51587
Diffstat (limited to 'addons/sales_team')
-rw-r--r--addons/sales_team/views/crm_team_views.xml2
1 files changed, 1 insertions, 1 deletions
diff --git a/addons/sales_team/views/crm_team_views.xml b/addons/sales_team/views/crm_team_views.xml
index 7fadf58c4b3..c1ad38e17ef 100644
--- a/addons/sales_team/views/crm_team_views.xml
+++ b/addons/sales_team/views/crm_team_views.xml
@@ -209,7 +209,7 @@
</record>
<record id="crm_team_salesteams_pipelines_act" model="ir.actions.act_window">
- <field name="name">Team Pipelines</field>
+ <field name="name">Teams</field>
<field name="res_model">crm.team</field>
<field name="view_mode">kanban,form</field>
<field name="view_id" ref="crm_team_salesteams_search"/>