[IMP]: crm: Improvement in demo of basic crm objects like category, campaign...

bzr revid: rpa@tinyerp.com-20120801100308-wwki0jb1jat3ifxi
This commit is contained in:
Rucha (Open ERP) 2012-08-01 15:33:08 +05:30
parent 01bea180bb
commit 6ce164d582
5 changed files with 41 additions and 15 deletions

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@ -13,7 +13,15 @@
</record>
<record model="crm.meeting.type" id="categ_meet3">
<field name="name">Phone Call</field>
<field name="name">Off-site Meeting</field>
</record>
<record model="crm.meeting.type" id="categ_meet4">
<field name="name">Open Discussion</field>
</record>
<record model="crm.meeting.type" id="categ_meet5">
<field name="name">Feedback Meeting</field>
</record>
<record model="res.request.link" id="request_link_meeting">

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@ -2,16 +2,16 @@
<openerp>
<data noupdate="1">
<record model="crm.case.channel" id="crm_case_channel_website">
<field name="name">website</field>
<field name="name">Website</field>
</record>
<record model="crm.case.channel" id="crm_case_channel_phone">
<field name="name">phone</field>
<field name="name">Phone</field>
</record>
<record model="crm.case.channel" id="crm_case_channel_direct">
<field name="name">direct</field>
<field name="name">Direct</field>
</record>
<record model="crm.case.channel" id="crm_case_channel_email">
<field name="name">email</field>
<field name="name">Email</field>
</record>
<record model="crm.case.section" id="section_sales_department">
<field name="name">Sales Department</field>

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@ -12,12 +12,30 @@
<field name="res_id" ref="base_calendar.menu_crm_meeting"/>
</record>
<record model="crm.case.section" id="section_sales_marketing_department">
<record model="crm.case.section" id="crm_case_section_1">
<field name="name">Sales Marketing Department</field>
<field name="code">Sales Marketing</field>
<field name="code">SMD</field>
<field name="parent_id" ref="crm.section_sales_department"></field>
</record>
<record model="crm.case.section" id="crm_case_section_2">
<field name="name">Support Department</field>
<field name="code">SPD</field>
<field name="parent_id" ref="crm.section_sales_department"></field>
</record>
<record model="crm.case.section" id="crm_case_section_3">
<field name="name">Direct Marketing</field>
<field name="code">DM</field>
<field name="parent_id" ref="crm.section_sales_department"></field>
</record>
<record model="crm.case.section" id="crm_case_section_4">
<field name="name">Online Support</field>
<field name="code">OS</field>
<field name="parent_id" ref="crm.crm_case_section_2"></field>
</record>
<record model="crm.segmentation" id="crm_segmentation0">
<field name="name">OpenERP partners</field>
<field name="exclusif">True</field>

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@ -86,11 +86,11 @@
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.resource.type" id="type_lead2">
<field name="name">Mail Campaign 1</field>
<field name="name">Email Campaign - Services</field>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.resource.type" id="type_lead3">
<field name="name">Mail Campaign 2</field>
<field name="name">Email Campaign - Products</field>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.resource.type" id="type_lead4">
@ -102,7 +102,7 @@
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.resource.type" id="type_lead6">
<field name="name">Google Adwords 2</field>
<field name="name">Banner Ads</field>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.resource.type" id="type_lead7">
@ -116,12 +116,12 @@
<!-- crm categories -->
<record model="crm.case.categ" id="categ_oppor1">
<field name="name">Interest in Computer</field>
<field name="name">Interested in Product</field>
<field name="section_id" ref="section_sales_department"/>
<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_oppor2">
<field name="name">Interest in Accessories</field>
<field name="name">Inquiry about Software</field>
<field name="section_id" ref="section_sales_department"/>
<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
</record>
@ -141,7 +141,7 @@
<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_oppor6">
<field name="name">Potential Reseller</field>
<field name="name">Interested in Training</field>
<field name="section_id" ref="section_sales_department"/>
<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
</record>

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@ -11,7 +11,7 @@
<field name="type">lead</field>
<field name="user_id" ref="base.user_root"/>
<field eval="'The Oil Company'" name="partner_name"/>
<field name="section_id" ref="crm.section_sales_marketing_department"/>
<field name="section_id" ref="crm.crm_case_section_1"/>
<field eval="'Luc Latour'" name="contact_name"/>
<field name="title" ref="base.res_partner_title_sir"/>
<field eval="'Training Manager'" name="function"/>
@ -88,7 +88,7 @@
<field eval="'Purchase Manager'" name="function"/>
<field eval="'Bruxelles'" name="city"/>
<field name="country_id" ref="base.be"/>
<field name="section_id" ref="crm.section_sales_marketing_department"/>
<field name="section_id" ref="crm.crm_case_section_1"/>
<field eval="'(333) 715-1450'" name="mobile"/>
<field eval="1" name="active"/>
<field name="categ_ids" eval="[(6, 0, [ref('crm.categ_oppor1')])]"/>