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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2010-06-25 15:55:32 +00:00
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<data>
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2010-01-09 06:21:05 +00:00
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2010-07-19 09:49:06 +00:00
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2010-09-17 13:42:13 +00:00
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<!-- TO CONFIRM: This is fine -->
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<!-- act_window
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2014-01-15 09:38:05 +00:00
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id="act_crm_phonecall_calendar_event_new"
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2010-06-24 12:49:53 +00:00
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name="Meetings"
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2014-01-15 09:38:05 +00:00
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res_model="calendar.event"
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2010-06-24 12:49:53 +00:00
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src_model="crm.phonecall"
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2012-01-09 12:11:08 +00:00
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view_mode="tree,form,calendar"
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2010-06-24 12:49:53 +00:00
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context="{'default_duration': 4.0, 'default_phonecall_id': active_id}"
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domain="[('phonecall_id', '=', active_id)]"
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2010-09-17 13:42:13 +00:00
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view_type="form"/-->
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2009-12-04 14:15:17 +00:00
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2010-03-22 10:40:26 +00:00
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<!-- PHONE CALLS (menu) -->
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2010-01-09 06:21:05 +00:00
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2009-12-04 14:15:17 +00:00
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<record model="ir.actions.act_window" id="crm_case_categ_phone0">
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<field name="name">Phone Calls</field>
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2009-12-31 12:57:20 +00:00
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<field name="res_model">crm.phonecall</field>
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2009-12-04 14:15:17 +00:00
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<field name="view_type">form</field>
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<field name="view_mode">tree,calendar</field>
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2010-01-09 06:21:05 +00:00
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<field name="view_id" ref="crm_case_phone_tree_view"/>
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2012-05-21 16:07:45 +00:00
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<field name="context">{"search_default_user_id":uid}</field>
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2009-12-04 14:15:17 +00:00
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<field name="search_view_id" ref="crm.view_crm_case_phonecalls_filter"/>
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</record>
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2010-03-22 10:40:26 +00:00
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2009-12-04 14:15:17 +00:00
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<record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone0">
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<field name="sequence" eval="1"/>
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<field name="view_mode">tree</field>
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<field name="view_id" ref="crm_case_phone_tree_view"/>
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<field name="act_window_id" ref="crm_case_categ_phone0"/>
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2010-01-09 06:21:05 +00:00
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</record>
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2010-03-22 10:40:26 +00:00
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2009-12-04 14:15:17 +00:00
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<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_phone0">
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<field name="sequence" eval="2"/>
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<field name="view_mode">calendar</field>
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<field name="view_id" ref="crm_case_phone_calendar_view"/>
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<field name="act_window_id" ref="crm_case_categ_phone0"/>
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</record>
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2010-03-22 10:40:26 +00:00
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2009-12-04 14:15:17 +00:00
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<record model="ir.actions.act_window.view" id="action_crm_tag_form_phone0">
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<field name="sequence" eval="3"/>
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<field name="view_mode">form</field>
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<field name="view_id" ref="crm_case_phone_form_view"/>
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<field name="act_window_id" ref="crm_case_categ_phone0"/>
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</record>
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2010-01-09 06:21:05 +00:00
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2010-03-22 10:40:26 +00:00
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<menuitem name="Phone Calls" id="menu_crm_case_phone"
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2012-04-25 11:51:39 +00:00
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groups="base.group_sale_salesman"
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2010-06-16 13:34:52 +00:00
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parent="base.menu_base_partner" sequence="4" />
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2009-12-04 14:15:17 +00:00
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<record model="ir.actions.act_window" id="crm_case_categ_phone_incoming0">
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2011-04-27 09:22:02 +00:00
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<field name="name">Logged Calls</field>
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2009-12-31 12:57:20 +00:00
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<field name="res_model">crm.phonecall</field>
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2009-12-04 14:15:17 +00:00
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<field name="view_type">form</field>
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<field name="view_mode">tree,calendar</field>
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2011-04-14 11:57:33 +00:00
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<field name="view_id" ref="crm_case_inbound_phone_tree_view"/>
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2012-01-03 18:31:49 +00:00
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<field name="domain">[]</field>
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2014-03-07 09:54:28 +00:00
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<field name="context">{'search_default_state': 'done', 'default_state': 'done'}</field>
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2009-12-04 14:15:17 +00:00
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<field name="search_view_id" ref="crm.view_crm_case_phonecalls_filter"/>
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2012-08-04 14:35:56 +00:00
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<field name="help" type="html">
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2012-08-04 13:56:31 +00:00
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<p class="oe_view_nocontent_create">
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2012-08-04 13:21:36 +00:00
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Click to log the summary of a phone call.
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</p><p>
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2014-07-09 11:39:38 +00:00
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Odoo allows you to log inbound calls on the fly to track the
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2012-08-04 13:21:36 +00:00
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history of the communication with a customer or to inform another
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team member.
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</p><p>
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In order to follow up on the call, you can trigger a request for
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another call, a meeting or an opportunity.
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</p>
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2012-06-27 11:21:14 +00:00
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</field>
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2009-12-04 14:15:17 +00:00
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</record>
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2010-03-22 10:40:26 +00:00
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2009-12-04 14:15:17 +00:00
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<record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_incoming0">
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<field name="sequence" eval="1"/>
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<field name="view_mode">tree</field>
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2010-05-04 05:50:54 +00:00
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<field name="view_id" ref="crm_case_inbound_phone_tree_view"/>
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2009-12-04 14:15:17 +00:00
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<field name="act_window_id" ref="crm_case_categ_phone_incoming0"/>
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2010-01-09 06:21:05 +00:00
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</record>
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2010-03-22 10:40:26 +00:00
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2009-12-04 14:15:17 +00:00
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<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_phone_incoming0">
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<field name="sequence" eval="2"/>
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<field name="view_mode">calendar</field>
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<field name="view_id" ref="crm_case_phone_calendar_view"/>
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<field name="act_window_id" ref="crm_case_categ_phone_incoming0"/>
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</record>
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2010-03-22 10:40:26 +00:00
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2009-12-04 14:15:17 +00:00
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<record model="ir.actions.act_window.view" id="action_crm_tag_form_phone_incoming0">
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<field name="sequence" eval="3"/>
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<field name="view_mode">form</field>
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2011-04-14 11:57:33 +00:00
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<field name="view_id" ref="crm_case_phone_form_view"/>
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2009-12-04 14:15:17 +00:00
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<field name="act_window_id" ref="crm_case_categ_phone_incoming0"/>
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</record>
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2010-03-22 10:40:26 +00:00
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2011-04-27 09:22:02 +00:00
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<menuitem name="Logged Calls" id="menu_crm_case_phone_inbound"
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2010-04-18 15:32:44 +00:00
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parent="crm.menu_crm_case_phone"
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action="crm_case_categ_phone_incoming0" />
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2010-03-22 10:40:26 +00:00
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2009-12-07 07:12:23 +00:00
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<record model="ir.actions.act_window" id="crm_case_categ_phone_outgoing0">
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2011-04-27 09:22:02 +00:00
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<field name="name">Scheduled Calls</field>
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2009-12-31 12:57:20 +00:00
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<field name="res_model">crm.phonecall</field>
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2009-12-07 07:12:23 +00:00
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<field name="view_type">form</field>
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<field name="view_mode">tree,calendar</field>
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<field name="view_id" ref="crm_case_phone_tree_view"/>
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2011-04-15 07:05:06 +00:00
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<field name="domain">[('state','!=','done')]</field>
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2013-06-03 10:20:12 +00:00
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<field name="context">{}</field>
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2012-06-11 16:22:53 +00:00
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<field name="search_view_id" ref="crm.view_crm_case_phonecalls_filter"/>
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2012-08-04 14:35:56 +00:00
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<field name="help" type="html">
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2012-08-04 13:56:31 +00:00
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<p class="oe_view_nocontent_create">
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2012-08-04 13:21:36 +00:00
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Click to schedule a call
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</p><p>
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2014-07-09 11:39:38 +00:00
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Odoo allows you to easily define all the calls to be done
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2012-08-04 13:21:36 +00:00
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by your sales team and follow up based on their summary.
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</p><p>
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2012-10-09 05:41:05 +00:00
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You can use the import feature to massively import a new list of
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2012-08-04 13:21:36 +00:00
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prospects to qualify.
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</p>
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2012-06-27 11:55:28 +00:00
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</field>
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2009-12-07 07:12:23 +00:00
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</record>
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2010-03-22 10:40:26 +00:00
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2009-12-07 07:12:23 +00:00
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<record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_outgoing0">
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<field name="sequence" eval="1"/>
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<field name="view_mode">tree</field>
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<field name="view_id" ref="crm_case_phone_tree_view"/>
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<field name="act_window_id" ref="crm_case_categ_phone_outgoing0"/>
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2010-01-09 06:21:05 +00:00
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</record>
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2010-03-22 10:40:26 +00:00
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2009-12-07 07:12:23 +00:00
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<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_phone_outgoing0">
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<field name="sequence" eval="2"/>
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<field name="view_mode">calendar</field>
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<field name="view_id" ref="crm_case_phone_calendar_view"/>
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<field name="act_window_id" ref="crm_case_categ_phone_outgoing0"/>
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</record>
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2010-03-22 10:40:26 +00:00
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2009-12-07 07:12:23 +00:00
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<record model="ir.actions.act_window.view" id="action_crm_tag_form_phone_outgoing0">
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<field name="sequence" eval="3"/>
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<field name="view_mode">form</field>
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<field name="view_id" ref="crm_case_phone_form_view"/>
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<field name="act_window_id" ref="crm_case_categ_phone_outgoing0"/>
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2010-01-09 06:21:05 +00:00
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</record>
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2009-12-07 07:12:23 +00:00
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2011-04-27 09:22:02 +00:00
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<menuitem name="Scheduled Calls" id="menu_crm_case_phone_outbound"
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2010-04-18 15:32:44 +00:00
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parent="crm.menu_crm_case_phone"
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2014-03-13 12:17:27 +00:00
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groups="crm.group_scheduled_calls"
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2013-08-22 11:03:08 +00:00
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action="crm_case_categ_phone_outgoing0"/>
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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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