2009-12-04 14:15:17 +00:00
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<?xml version="1.0"?>
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<openerp>
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<data>
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2010-02-02 06:39:40 +00:00
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2010-03-22 10:40:26 +00:00
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<!-- Phonecall Categories Form View -->
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2010-02-02 06:39:40 +00:00
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2010-01-12 06:43:23 +00:00
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<record id="crm_phonecall_categ_action" model="ir.actions.act_window">
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<field name="name">Phonecall Categories</field>
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2010-01-18 10:03:52 +00:00
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<field name="res_model">crm.case.categ</field>
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2010-01-12 06:43:23 +00:00
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<field name="view_type">form</field>
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2010-01-18 14:09:26 +00:00
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<field name="view_id" ref="crm.crm_case_categ_tree-view"/>
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2010-02-19 17:15:16 +00:00
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<field name="domain">[('object_id.model', '=', 'crm.phonecall')]</field>
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2011-11-24 14:20:01 +00:00
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<field name="context" eval="{'object_id': ref('model_crm_phonecall')}"/>
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2010-12-14 06:22:11 +00:00
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<field name="help">Create specific phone call categories to better define the type of calls tracked in the system.</field>
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2010-01-12 06:43:23 +00:00
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</record>
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2010-02-02 06:39:40 +00:00
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2010-06-03 08:51:24 +00:00
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<menuitem action="crm_phonecall_categ_action" name="Categories"
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2012-03-19 10:09:54 +00:00
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id="menu_crm_case_phonecall-act" parent="menu_crm_config_phonecall" groups="base.group_no_one"/>
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2010-02-02 06:39:40 +00:00
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2010-03-22 10:40:26 +00:00
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<!-- PhoneCalls Tree View -->
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2009-12-31 12:57:20 +00:00
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2009-12-04 14:15:17 +00:00
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<record model="ir.ui.view" id="crm_case_phone_tree_view">
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2009-12-07 07:12:23 +00:00
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<field name="name">CRM - Phone Calls Tree</field>
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2009-12-31 12:57:20 +00:00
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<field name="model">crm.phonecall</field>
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2009-12-07 07:12:23 +00:00
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<field name="type">tree</field>
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<field name="arch" type="xml">
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2012-04-19 09:59:54 +00:00
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<tree fonts="bold:needaction_pending==True" colors="gray:state in ('cancel','done');blue:state in ('pending',)" string="Phone Calls">
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<field name="needaction_pending" invisible="1"/>
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2010-09-21 16:39:51 +00:00
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<field name="date"/>
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<field name="name"/>
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<field name="partner_id"/>
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2010-03-22 10:40:26 +00:00
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<field name="partner_phone"/>
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2010-02-19 17:15:16 +00:00
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<field name="user_id"/>
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2011-12-19 18:42:22 +00:00
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<field name="categ_id" invisible="1"/>
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2010-10-05 05:55:23 +00:00
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<field name="create_date" invisible="1"/>
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2011-08-10 14:57:07 +00:00
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<field name="opportunity_id" invisible="1"/>
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2010-11-25 06:02:31 +00:00
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<button string="Convert to Opportunity"
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2010-03-09 08:35:43 +00:00
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name="%(phonecall2opportunity_act)d"
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2011-05-16 06:17:45 +00:00
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states="open,pending"
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2010-09-20 11:33:27 +00:00
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icon="gtk-index"
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2010-02-19 17:15:16 +00:00
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type="action" attrs="{'invisible':[('opportunity_id','!=',False)]}" />
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2009-12-07 07:12:23 +00:00
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<button string="Meeting"
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2011-05-16 06:17:45 +00:00
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states="open,pending" icon="gtk-redo"
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2010-05-04 05:50:54 +00:00
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name="action_make_meeting" type="object" />
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2010-02-19 17:15:16 +00:00
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<field name="state"/>
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2011-05-16 06:17:45 +00:00
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<button name="case_cancel" string="Cancel" states="open,pending" type="object" icon="gtk-cancel"/>
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<button name="case_open" string="Todo" states="pending" type="object" icon="gtk-go-forward"/>
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<button name="case_close" string="Held" states="open,pending" type="object" icon="gtk-jump-to"/>
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2010-02-19 17:15:16 +00:00
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<button name="case_pending" string="Not Held" states="open" type="object" icon="gtk-media-pause"/>
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2009-12-04 14:15:17 +00:00
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</tree>
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</field>
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</record>
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2010-03-22 10:40:26 +00:00
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<!-- Phonecalls Form View -->
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2009-12-04 14:15:17 +00:00
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<record model="ir.ui.view" id="crm_case_phone_form_view">
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<field name="name">CRM - Phone Call Form</field>
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2009-12-31 12:57:20 +00:00
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<field name="model">crm.phonecall</field>
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2009-12-04 14:15:17 +00:00
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<field name="type">form</field>
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<field name="arch" type="xml">
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2012-04-25 11:53:27 +00:00
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<form layout="manual">
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2012-04-26 06:42:38 +00:00
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<div class="oe_form_topbar">
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2012-05-22 09:14:45 +00:00
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<button name="case_close" string="Held" states="open,pending" type="object" />
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<button name="case_open" string="Todo" states="pending" type="object" />
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<button name="case_pending" string="Not Held" states="open" type="object" />
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<button name="case_reset" string="Reset to Todo" states="cancel" type="object" />
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<button name="case_cancel" string="Cancel" states="open,pending" type="object" />
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2012-04-26 06:42:38 +00:00
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<div class="oe_right">
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<field name="state" widget="statusbar" nolabel="1" statusbar_visible="open,done" statusbar_colors='{"pending":"red"}' select="1"/>
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</div>
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2012-05-22 08:50:37 +00:00
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<div class="oe_clear"/>
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2012-04-26 06:42:38 +00:00
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</div>
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<sheet string="Phone Call" layout="auto">
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2010-07-09 08:49:47 +00:00
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<group colspan="6" col="7">
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2010-09-21 16:39:51 +00:00
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<field name="name" required="1"/>
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2010-12-30 10:38:31 +00:00
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<field name="partner_phone"/>
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2011-04-14 11:57:33 +00:00
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<field name="duration" widget="float_time"/>
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2010-07-09 08:49:47 +00:00
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<button string="Schedule a Meeting" name="action_make_meeting" icon="gtk-redo" type="object"/>
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2010-04-01 11:31:30 +00:00
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2011-04-27 09:22:02 +00:00
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<field name="date"/>
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2010-07-09 08:49:47 +00:00
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<field name="user_id"/>
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2010-02-16 17:21:39 +00:00
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<field name="section_id" colspan="1" widget="selection" />
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2010-04-06 16:15:10 +00:00
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<button string="Schedule Other Call"
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2010-09-29 12:39:47 +00:00
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icon="terp-call-start"
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2010-03-08 08:02:48 +00:00
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name="%(phonecall_to_phonecall_act)d"
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type="action" />
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2011-05-16 12:48:54 +00:00
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<label colspan="6" string=""/>
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<button string="Convert to Opportunity"
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name="%(phonecall2opportunity_act)d"
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icon="gtk-index" type="action"
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attrs="{'invisible':[('opportunity_id','!=',False)]}" />
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2010-03-22 10:40:26 +00:00
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2010-02-19 17:15:16 +00:00
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</group>
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2010-07-09 08:49:47 +00:00
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2010-02-19 17:15:16 +00:00
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<group col="3" colspan="2">
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2010-02-19 17:34:07 +00:00
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<separator colspan="3" string="Contacts" />
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2010-03-25 13:05:11 +00:00
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<field name="partner_id"
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2011-01-17 22:05:21 +00:00
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on_change="onchange_partner_id(partner_id)" />
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2010-03-03 09:52:56 +00:00
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<button string="Create a Partner"
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2010-10-11 06:28:44 +00:00
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icon="terp-partner"
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2010-03-09 11:30:37 +00:00
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name="%(action_crm_phonecall2partner)d"
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2010-02-19 17:15:16 +00:00
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type="action"
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2012-03-19 10:09:54 +00:00
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attrs="{'invisible':[('partner_id','!=',False)]}"
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2010-12-27 10:46:51 +00:00
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groups="base.group_partner_manager"/>
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2010-02-19 17:34:07 +00:00
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<newline/>
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<newline/>
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2010-02-19 17:15:16 +00:00
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<field name="partner_mobile" />
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</group>
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<group col="2" colspan="2">
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2010-02-19 17:34:07 +00:00
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<separator colspan="2" string="Categorization" />
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2010-07-19 09:00:56 +00:00
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<field name="categ_id" widget="selection"
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2011-04-19 09:26:15 +00:00
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domain="[('object_id.model', '=', 'crm.phonecall')]"/>
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2010-02-19 17:15:16 +00:00
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<field name="priority"/>
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2010-03-04 10:36:46 +00:00
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<field name="opportunity_id"/>
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2010-02-16 17:21:39 +00:00
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</group>
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<separator string="Description" colspan="4" />
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<field name="description" nolabel="1" colspan="4" />
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2012-04-25 11:53:27 +00:00
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</sheet>
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<div class="oe_form_sheet_width">
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2012-03-07 12:16:34 +00:00
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<field name="message_ids_social" colspan="4" widget="ThreadView" nolabel="1"/>
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2012-04-25 11:53:27 +00:00
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</div>
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2010-02-16 17:21:39 +00:00
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</form>
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2009-12-04 14:15:17 +00:00
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</field>
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</record>
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2010-06-07 12:35:16 +00:00
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2011-04-15 06:58:22 +00:00
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<!--Logged Phonecalls Tree View -->
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2010-06-07 12:35:16 +00:00
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2010-05-04 05:50:54 +00:00
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<record model="ir.ui.view" id="crm_case_inbound_phone_tree_view">
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2011-04-15 06:58:22 +00:00
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<field name="name">CRM - Logged Phone Calls Tree</field>
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2010-05-04 05:50:54 +00:00
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<field name="model">crm.phonecall</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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2012-04-19 09:59:54 +00:00
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<tree string="Phone Calls" fonts="bold:needaction_pending==True" editable="top">
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<field name="needaction_pending" invisible="1"/>
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2010-09-21 16:39:51 +00:00
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<field name="date"/>
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<field name="name"/>
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2010-06-28 07:32:32 +00:00
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<field name="partner_id"
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2011-01-17 22:02:45 +00:00
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on_change="onchange_partner_id(partner_id)"
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string="Partner" />
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2011-12-19 18:42:22 +00:00
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<field name="partner_phone"
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invisible="1"/>
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2012-04-25 11:51:39 +00:00
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<field name="user_id"/>
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2010-07-19 09:00:56 +00:00
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<field name="categ_id" widget="selection"
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2011-12-19 18:42:22 +00:00
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domain="[('object_id.model', '=', 'crm.phonecall')]"
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invisible="1"/>
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2010-05-04 05:50:54 +00:00
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<field name="state" invisible="1"/>
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2010-06-24 12:49:53 +00:00
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<field name="create_date" invisible="1"/>
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2011-12-19 18:42:22 +00:00
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<field name="opportunity_id" invisible="1"/>
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2010-09-17 13:46:43 +00:00
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<button string="Schedule Other Call"
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icon="terp-call-start"
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name="%(phonecall_to_phonecall_act)d"
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type="action" />
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2010-05-04 05:50:54 +00:00
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<button string="Meeting"
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2011-04-15 06:58:22 +00:00
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icon="gtk-redo"
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2010-05-04 05:50:54 +00:00
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name="action_make_meeting" type="object" />
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2011-12-19 18:42:22 +00:00
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<button string="Convert to Opportunity"
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name="%(phonecall2opportunity_act)d"
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states="open,pending"
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icon="gtk-index"
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type="action" attrs="{'invisible':[('opportunity_id','!=',False)]}" />
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2010-05-04 05:50:54 +00:00
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</tree>
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</field>
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</record>
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2010-03-22 10:40:26 +00:00
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<!-- Phonecalls Calendar View -->
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2009-12-04 14:15:17 +00:00
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<record model="ir.ui.view" id="crm_case_phone_calendar_view">
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<field name="name">CRM - Phone Calls Calendar</field>
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2009-12-31 12:57:20 +00:00
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<field name="model">crm.phonecall</field>
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2009-12-04 14:15:17 +00:00
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<field name="type">calendar</field>
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<field name="priority" eval="2"/>
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<field name="arch" type="xml">
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<calendar string="Phone Calls" date_start="date" color="user_id" date_delay="duration">
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<field name="name"/>
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2010-03-22 10:40:26 +00:00
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<field name="partner_id"/>
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2009-12-04 14:15:17 +00:00
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</calendar>
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</field>
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</record>
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2009-12-23 11:43:11 +00:00
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2010-03-22 10:40:26 +00:00
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<!-- Phonecalls Search View -->
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2009-12-04 14:15:17 +00:00
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<record id="view_crm_case_phonecalls_filter" model="ir.ui.view">
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2009-12-31 12:57:20 +00:00
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<field name="name">CRM - Phone Calls Search</field>
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<field name="model">crm.phonecall</field>
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2009-12-04 14:15:17 +00:00
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<field name="type">search</field>
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<field name="arch" type="xml">
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<search string="Search Phonecalls">
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2010-06-07 12:35:16 +00:00
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<filter icon="terp-go-today" string="Today"
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2010-10-01 13:15:57 +00:00
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domain="[('date','<', time.strftime('%%Y-%%m-%%d 23:59:59')),
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2010-10-01 13:18:20 +00:00
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('date','>=',time.strftime('%%Y-%%m-%%d 00:00:00'))]"
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2010-06-26 15:15:23 +00:00
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name="today"
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2010-02-19 17:15:16 +00:00
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help="Todays's Phonecalls"
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/>
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2010-06-07 12:35:16 +00:00
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<filter icon="terp-go-week"
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2010-02-19 17:15:16 +00:00
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string="7 Days"
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help="Phonecalls during last 7 days"
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2010-06-26 15:15:23 +00:00
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domain="[('date','>=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
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2010-02-19 17:15:16 +00:00
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/>
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2010-06-26 15:15:23 +00:00
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2009-12-04 14:15:17 +00:00
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<separator orientation="vertical"/>
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2010-09-21 16:39:51 +00:00
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<field name="name"/>
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2010-02-19 17:15:16 +00:00
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<field name="partner_id"/>
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2010-06-12 17:49:33 +00:00
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<field name="user_id">
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2010-06-07 12:35:16 +00:00
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<filter icon="terp-personal-"
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2010-04-06 16:15:10 +00:00
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domain="[('user_id','=',False)]"
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help="Unassigned Phonecalls" />
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2010-02-19 17:15:16 +00:00
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</field>
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2010-03-22 10:40:26 +00:00
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<field name="section_id"
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2011-03-15 12:41:11 +00:00
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widget="selection" string="Sales Team">
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2012-04-25 11:51:39 +00:00
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<filter icon="terp-personal+"
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2012-05-21 16:07:45 +00:00
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domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
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2010-07-29 11:51:18 +00:00
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help="My Sales Team(s)" />
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2010-02-19 17:15:16 +00:00
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</field>
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<newline/>
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2011-03-15 14:08:59 +00:00
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<group expand="0" string="Group By...">
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2010-09-20 10:40:59 +00:00
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<filter string="Partner" icon="terp-partner" domain="[]"
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2010-04-06 16:15:10 +00:00
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context="{'group_by':'partner_id'}" />
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2010-06-07 12:35:16 +00:00
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<filter string="Responsible" icon="terp-personal"
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2010-04-06 16:15:10 +00:00
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domain="[]" context="{'group_by':'user_id'}" />
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2010-03-22 10:40:26 +00:00
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<separator orientation="vertical" />
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2010-09-20 10:40:59 +00:00
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<filter string="Creation" icon="terp-go-month" help="Creation Date"
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2010-04-06 16:15:10 +00:00
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domain="[]" context="{'group_by':'create_date'}" />
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2010-06-07 12:35:16 +00:00
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<filter string="Date" icon="terp-go-month" domain="[]"
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2010-09-20 10:40:59 +00:00
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context="{'group_by':'date'}" help="Date of Call" />
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2010-02-19 17:15:16 +00:00
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</group>
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2009-12-04 14:15:17 +00:00
|
|
|
</search>
|
|
|
|
</field>
|
|
|
|
</record>
|
2011-09-23 17:22:47 +00:00
|
|
|
<!-- Scheduled a phonecall search view-->
|
2011-09-19 07:09:09 +00:00
|
|
|
<record id="view_crm_case_scheduled_phonecalls_filter" model="ir.ui.view">
|
|
|
|
<field name="name">CRM - Scheduled Calls Search</field>
|
|
|
|
<field name="model">crm.phonecall</field>
|
|
|
|
<field name="type">search</field>
|
|
|
|
<field name="arch" type="xml">
|
|
|
|
<search string="Scheduled Phonecalls">
|
2012-03-19 10:09:54 +00:00
|
|
|
<filter icon="terp-gtk-go-back-rtl" string="To Do" name="current" domain="[('state','=','open')]"/>
|
2011-09-19 07:09:09 +00:00
|
|
|
<separator orientation="vertical"/>
|
|
|
|
<filter icon="terp-go-today" string="Today"
|
|
|
|
domain="[('date','<', time.strftime('%%Y-%%m-%%d 23:59:59')),
|
|
|
|
('date','>=',time.strftime('%%Y-%%m-%%d 00:00:00'))]"
|
|
|
|
name="today"
|
|
|
|
help="Todays's Phonecalls"
|
|
|
|
/>
|
|
|
|
<filter icon="terp-go-week"
|
|
|
|
string="7 Days"
|
|
|
|
help="Phonecalls during last 7 days"
|
|
|
|
domain="[('date','>=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
|
|
|
|
/>
|
|
|
|
|
|
|
|
<separator orientation="vertical"/>
|
|
|
|
<field name="name"/>
|
|
|
|
<field name="partner_id"/>
|
|
|
|
<field name="user_id">
|
|
|
|
<filter icon="terp-personal-"
|
|
|
|
domain="[('user_id','=',False)]"
|
|
|
|
help="Unassigned Phonecalls" />
|
|
|
|
</field>
|
|
|
|
<field name="section_id"
|
|
|
|
widget="selection" string="Sales Team">
|
2012-04-25 11:51:39 +00:00
|
|
|
<filter icon="terp-personal+"
|
2012-05-21 16:07:45 +00:00
|
|
|
domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
|
2011-09-19 07:09:09 +00:00
|
|
|
help="My Sales Team(s)" />
|
|
|
|
</field>
|
|
|
|
<newline/>
|
|
|
|
<group expand="0" string="Group By...">
|
|
|
|
<filter string="Partner" icon="terp-partner" domain="[]"
|
|
|
|
context="{'group_by':'partner_id'}" />
|
|
|
|
<filter string="Responsible" icon="terp-personal"
|
|
|
|
domain="[]" context="{'group_by':'user_id'}" />
|
|
|
|
<separator orientation="vertical" />
|
|
|
|
<filter string="Creation" icon="terp-go-month" help="Creation Date"
|
|
|
|
domain="[]" context="{'group_by':'create_date'}" />
|
|
|
|
<filter string="Date" icon="terp-go-month" domain="[]"
|
|
|
|
context="{'group_by':'date'}" help="Date of Call" />
|
|
|
|
</group>
|
|
|
|
</search>
|
|
|
|
</field>
|
2012-03-19 10:09:54 +00:00
|
|
|
</record>
|
2010-06-07 12:35:16 +00:00
|
|
|
|
2009-12-04 14:15:17 +00:00
|
|
|
</data>
|
|
|
|
</openerp>
|