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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2010-01-12 06:43:23 +00:00
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# ------------------------------------------------------
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# Phonecall Categories
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# ------------------------------------------------------
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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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2010-02-02 06:39:40 +00:00
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<field name="domain">[('object_id.model', '=', 'crm.phonecall')]</field>
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2010-01-18 14:42:02 +00:00
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<field name="context">{'object_id':'crm.phonecall'}</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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2010-01-13 12:52:53 +00:00
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<menuitem action="crm_phonecall_categ_action" id="menu_crm_case_phonecall-act" parent="crm.menu_crm_case_categ"/>
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2010-01-13 09:37:24 +00:00
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# ------------------------------------------------------
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2010-02-05 13:57:32 +00:00
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# Phonecall Stage
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2010-01-13 09:37:24 +00:00
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# ------------------------------------------------------
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<record id="crm_phonecall_stage_act" model="ir.actions.act_window">
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<field name="name">Phonecall Stages</field>
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2010-01-18 10:03:52 +00:00
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<field name="res_model">crm.case.stage</field>
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2010-01-13 09:37:24 +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_stage_tree"/>
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2010-02-02 06:39:40 +00:00
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<field name="domain">[('object_id.model', '=', 'crm.phonecall')]</field>
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2010-01-18 14:42:02 +00:00
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<field name="context">{'object_id':'crm.phonecall'}</field>
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2010-01-13 09:37:24 +00:00
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</record>
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<menuitem action="crm_phonecall_stage_act" id="menu_crm_phonecall_stage_act" parent="crm.menu_crm_case_stage"/>
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2010-02-02 06:39:40 +00:00
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2009-12-23 11:43:11 +00:00
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# ------------------------------------------------------
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2009-12-04 14:15:17 +00:00
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# Phone Calls
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2009-12-23 11:43:11 +00:00
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# ------------------------------------------------------
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2009-12-04 14:15:17 +00:00
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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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2009-12-23 11:43:11 +00:00
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<tree string="Phone Calls" colors="red:state=='open';black:state in ('draft', 'cancel','done','pending')">
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2009-12-07 07:12:23 +00:00
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<field name="date" string="Date"/>
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2009-12-23 11:43:11 +00:00
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<field name="name" string="Call Summary"/>
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2009-12-07 07:12:23 +00:00
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<field name="partner_id" string="Partner"/>
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<field name="partner_address_id" string="Contact"/>
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2010-01-12 11:37:50 +00:00
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<field name="opportunity_id"/>
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2010-02-02 06:39:40 +00:00
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<button string="Opportunity" name="%(wizard_crm_phonecall_opportunity_set)d" 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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2009-12-31 12:57:20 +00:00
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name="%(wizard_crm_phonecall_meeting_set)d" type="action" />
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2009-12-07 07:12:23 +00:00
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</tree>
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</field>
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</record>
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<record model="ir.ui.view" id="crm_case_phone_incomming_tree_view">
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2009-12-04 14:15:17 +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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2009-12-04 14:15:17 +00:00
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<field name="type">tree</field>
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<field name="arch" type="xml">
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2009-12-23 11:43:11 +00:00
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<tree string="Phone Calls" editable="bottom" colors="red:state=='open';black:state in ('draft', 'cancel','done','pending')">
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2009-12-04 14:15:17 +00:00
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<field name="date" string="Date"/>
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2009-12-23 11:43:11 +00:00
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<field name="name" string="Call Summary"/>
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2009-12-04 14:15:17 +00:00
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<field name="partner_id" string="Partner"/>
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<field name="partner_address_id" string="Contact"/>
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2010-02-02 06:39:40 +00:00
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<group col="2">
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2010-01-12 11:37:50 +00:00
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<field name="opportunity_id"/>
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2010-02-02 06:39:40 +00:00
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<button string="Opportunity" name="%(wizard_crm_phonecall_opportunity_set)d" type="action" attrs="{'invisible':[('opportunity_id','!=',False)]}" />
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2009-12-04 14:15:17 +00:00
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<button string="Meeting"
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2009-12-31 12:57:20 +00:00
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name="%(wizard_crm_phonecall_meeting_set)d" type="action" />
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2010-02-02 06:39:40 +00:00
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</group>
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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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<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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2010-02-08 08:44:04 +00:00
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<form string="Phone Call">
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<group colspan="4" col="4">
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<field name="name" string="Subject" />
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<field name="date" string="Planned Date" />
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<field name="partner_phone" />
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<field name="duration" />
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<newline />
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<group col="7" colspan="4">
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<label string="" colspan="2" />
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<button string="Schedule a Meeting"
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name="%(wizard_crm_phonecall_meeting_set)d" icon="gtk-redo"
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type="action" />
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<button string="Convert to Opportunity"
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name="%(wizard_crm_phonecall_opportunity_set)d"
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icon="gtk-index" type="action"
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attrs="{'invisible':[('opportunity_id','!=',False)]}" />
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<button string="Convert to Partner"
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icon="terp-crm"
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name="%(wizard_crm_phonecall_partner_create)d"
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type="action"
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attrs="{'invisible':[('partner_id','!=',False)]}" />
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</group>
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<group colspan="4" col="4">
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<notebook colspan="4">
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<page string="General">
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<separator colspan="4" string="Communication" />
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<field name="partner_id" />
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<field name="partner_address_id" string="Contact" />
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<field name="partner_mobile" />
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<separator colspan="4" string="Status and Categarization" />
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<group colspan="4" col="6">
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<field name="user_id" string="Assigned to" select="2" />
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<field name="section_id" colspan="1" widget="selection" />
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<field name="opportunity_id"
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on_change="onchange_case_id(case_id, name, partner_id)"
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context="{'default_name':name,'default_section_id':section_id,'default_user_id':user_id,'default_duration':duration,
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'default_partner_id':partner_id,'default_partner_address_id':partner_address_id,'default_partner_phone':partner_phone,
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'default_partner_mobile':partner_mobile,'default_categ_id':categ_id}" />
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<field name="som" />
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<field name="priority" />
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<field name="active" string="Reminder" />
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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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<separator colspan="4" />
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<group col="8" colspan="4">
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<field name="state" select="1" />
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<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
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<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
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<button name="case_pending" string="Not Held" states="open" type="object" icon="gtk-undo"/>
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<button name="case_close" string="Held" states="open,draft,pending" type="object" icon="gtk-jump-to"/>
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<button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
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</group>
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</page>
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</notebook>
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</group>
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</group>
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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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<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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<field name="partner_id"/>
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<field name="categ_id"/>
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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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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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<group col="6" colspan="1">
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<filter icon="gtk-home" string=" Today "
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separator="1"
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2010-02-05 13:38:37 +00:00
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domain="[('date::date','=',time.strftime('%%Y-%%m-%%d'))]"
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2009-12-04 14:15:17 +00:00
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help="Todays's Phonecalls"
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/>
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<filter icon="gtk-media-rewind"
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string=" 7 Days " separator="1"
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help="Phonecalls during last 7 days"
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2009-12-31 12:57:20 +00:00
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domain="[('date','<', time.strftime('%%Y-%%m-%%d')), ('date','>=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
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2009-12-04 14:15:17 +00:00
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/>
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</group>
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<separator orientation="vertical"/>
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2010-01-05 11:26:59 +00:00
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<group col="6" colspan="2">
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2009-12-04 14:15:17 +00:00
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<field name="name" select='1' string="Subject"/>
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<field name="user_id" select="1" widget="selection">
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<filter icon="terp-partner" domain="[('user_id','=',uid)]" help="My Phonecalls" default="1"/>
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</field>
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<field name="state" select="1">
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2010-02-05 14:10:26 +00:00
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<filter icon="gtk-index" domain="[('state','in',('open','draft' ))]" help="Current " default="1"/>
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2009-12-04 14:15:17 +00:00
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</field>
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2010-02-02 06:39:40 +00:00
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<field name="section_id" default="context.get('section_id', False)" select="1" widget="selection" string="Section">
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2010-01-11 05:27:49 +00:00
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<filter icon="terp-crm"
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domain="[('section_id','=',context.get('section_id',False))]"
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2010-02-02 06:39:40 +00:00
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help="My section"/>
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</field>
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2009-12-04 14:15:17 +00:00
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</group>
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</search>
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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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2009-12-04 14:15:17 +00:00
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</data>
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</openerp>
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