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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2010-02-19 17:15:16 +00:00
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<field name="domain">[('object_id.model', '=', 'crm.phonecall')]</field>
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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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2010-02-02 06:39:40 +00:00
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2010-03-05 12:43:16 +00:00
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# ------------------------------------------------------
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Resource Type
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# ------------------------------------------------------
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<record id="crm_phonecall_resource_act" model="ir.actions.act_window">
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2010-03-05 15:42:53 +00:00
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<field name="name">Phonecall Resource Type</field>
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2010-03-05 12:43:16 +00:00
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<field name="res_model">crm.case.resource.type</field>
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<field name="view_type">form</field>
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<field name="view_id" ref="crm.crm_case_resource_type_tree"/>
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<field name="domain">[('object_id.model', '=', 'crm.phonecall')]</field>
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<field name="context">{'object_id':'crm.phonecall'}</field>
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</record>
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<menuitem action="crm_phonecall_resource_act" id="menu_crm_phonecall_resource_act" parent="crm.menu_crm_case_resource_type"/>
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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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2010-02-19 17:15:16 +00:00
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<tree string="Phone Calls" colors="grey:state in ('cancel','done');blue:state in ('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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2010-02-19 17:15:16 +00:00
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<field name="partner_contact"/>
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2010-03-04 10:36:46 +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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2010-02-16 17:21:39 +00:00
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<button string="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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2010-02-19 17:15:16 +00:00
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states="draft,open,pending"
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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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2010-02-19 17:15:16 +00:00
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states="draft,open,pending"
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2010-03-19 12:52:50 +00:00
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name="%(wizard_crm_phonecall_meeting_set)d" type="action" />
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2010-02-19 17:15:16 +00:00
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<field name="state"/>
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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_close" string="Held" states="open,draft,pending" type="object" icon="gtk-jump-to"/>
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<button name="case_pending" string="Not Held" states="open" type="object" icon="gtk-media-pause"/>
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<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
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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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2010-02-16 17:21:39 +00:00
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<form string="Phone Call">
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2010-02-19 17:15:16 +00:00
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<group colspan="4" col="7">
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<field name="name" string="Call Summary"/>
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<field name="date" string="Planned Date"/>
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<field name="user_id"/>
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<button string="Schedule a Meeting"
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2010-03-19 12:52:50 +00:00
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name="%(wizard_crm_phonecall_meeting_set)d"
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2010-02-19 17:15:16 +00:00
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icon="gtk-redo"
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type="action" />
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<field name="partner_phone"/>
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<field name="duration"/>
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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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2010-02-19 17:15:16 +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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2010-02-19 17:15:16 +00:00
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icon="gtk-index" type="action"
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attrs="{'invisible':[('opportunity_id','!=',False)]}" />
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2010-03-08 08:02:48 +00:00
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<label colspan="6" string=""/>
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2010-03-17 12:57:11 +00:00
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<button string="Schedule Other Call"
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2010-03-08 08:02:48 +00:00
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icon="gtk-redo"
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name="%(phonecall_to_phonecall_act)d"
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type="action" />
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2010-02-19 17:15:16 +00:00
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</group>
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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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2010-02-19 17:15:16 +00:00
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<field name="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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2010-02-19 17:15:16 +00:00
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icon="terp-crm"
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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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attrs="{'invisible':[('partner_id','!=',False)]}" />
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2010-02-19 17:34:07 +00:00
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<newline/>
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2010-02-19 17:15:16 +00:00
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<field name="partner_address_id" string="Contact" />
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2010-02-19 17:34:07 +00:00
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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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2010-02-19 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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<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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</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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2010-02-23 10:35:15 +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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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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2010-02-19 17:15:16 +00:00
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<filter icon="gtk-home" string="Today"
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domain="[('date','<', time.strftime('%%Y-%%m-%%d 23:59:59')), ('date','>=',datetime.strftime('%%Y-%%m-%%d 00:00:00'))]"
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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"
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help="Phonecalls during last 7 days"
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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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/>
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2009-12-04 14:15:17 +00:00
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<separator orientation="vertical"/>
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2010-02-19 17:15:16 +00:00
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<field name="name" string="Call Summary"/>
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<field name="partner_id"/>
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<field name="user_id" widget="selection">
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<filter icon="terp-partner" domain="[('user_id','=',uid)]" help="My Phonecalls" default="1"/>
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<filter icon="terp-partner" domain="[('user_id','=',False)]" help="Unassigned Phonecalls"/>
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</field>
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<field name="state">
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<filter icon="gtk-index" domain="[('state','in',('open','draft' ))]" help="Current" default="1"/>
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</field>
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<field name="section_id" default="context.get('section_id', False)" select="1" widget="selection" string="Section">
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<filter icon="terp-crm"
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domain="[('section_id','=',context.get('section_id',False))]"
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help="My section"/>
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</field>
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<newline/>
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<group expand="1" string="Group By..." colspan="4">
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<filter string="Partner" icon="terp-crm" domain="[]" context="{'group_by':'partner_id'}"/>
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<filter string="Responsible" icon="terp-crm" domain="[]" context="{'group_by':'user_id'}"/>
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<separator orientation="vertical"/>
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<filter string="Creation" icon="terp-project" domain="[]" context="{'group_by':'create_date'}"/>
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<filter string="Date" icon="terp-project" domain="[]" context="{'group_by':'date'}"/>
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</group>
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2009-12-04 14:15:17 +00:00
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</search>
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</field>
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</record>
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</data>
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</openerp>
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