diff --git a/addons/crm/crm_lead_menu.xml b/addons/crm/crm_lead_menu.xml index 6e0c94432d6..2bd20f1c7ca 100644 --- a/addons/crm/crm_lead_menu.xml +++ b/addons/crm/crm_lead_menu.xml @@ -9,7 +9,7 @@ ['|', ('type','=','lead'), ('type','=',False)] - {'search_default_current':1, 'default_type': 'lead', 'search_default_section_id': context.get('section_id', False), 'stage_type': 'lead'} + {'search_default_current':1, 'default_type': 'lead', 'search_default_section_id': section_id, 'stage_type': 'lead'} Leads allow you to manage and keep track of all initial contacts with a prospect or partner showing interest in your products or services. A lead is usually the first step in your sales cycle. Once qualified, a lead may be converted into a business opportunity, while creating the related partner for further detailed tracking of any linked activities. You can import a database of prospects, keep track of your business cards or integrate your website's contact form with the OpenERP Leads. Leads can be connected to the email gateway: new emails may create leads, each of them automatically gets the history of the conversation with the prospect. diff --git a/addons/crm/crm_opportunity_menu.xml b/addons/crm/crm_opportunity_menu.xml index e1620446062..53730b218db 100644 --- a/addons/crm/crm_opportunity_menu.xml +++ b/addons/crm/crm_opportunity_menu.xml @@ -28,7 +28,7 @@ crm.lead tree,form,graph,calendar [('type','=','opportunity')] - {'search_default_user_id':uid,'search_default_current':1, 'search_default_section_id':context.get('section_id', False), 'stage_type': 'opportunity'} + {'search_default_user_id':uid,'search_default_current':1, 'search_default_section_id':section_id, 'stage_type': 'opportunity'} With opportunities you can manage and keep track of your sales pipeline by creating specific customer- or prospect-related sales documents to follow up potential sales. Information such as expected revenue, opportunity stage, expected closing date, communication history and much more can be stored. Opportunities can be connected to the email gateway: new emails may create opportunities, each of them automatically gets the history of the conversation with the customer. diff --git a/addons/crm/crm_phonecall_menu.xml b/addons/crm/crm_phonecall_menu.xml index 7fc96c58178..f223ee16be9 100644 --- a/addons/crm/crm_phonecall_menu.xml +++ b/addons/crm/crm_phonecall_menu.xml @@ -31,7 +31,7 @@ form tree,calendar - {"search_default_user_id":uid, 'search_default_section_id': context.get('section_id',False)} + {"search_default_user_id":uid, 'search_default_section_id': section_id} @@ -67,7 +67,7 @@ tree,calendar - + The Inbound Calls tool allows you to log your inbound calls on the fly. Each call you get will appear on the partner form to trace every contact you have with a partner. From the phone call form, you can trigger a request for another call, a meeting or an opportunity. @@ -105,7 +105,7 @@ tree,calendar - + Outbound Calls list all the calls to be done by your sales team. A salesman can record the information about the call in the form view. This information will be stored in the partner form to trace every contact you have with a customer. You can also import a .CSV file with a list of calls to be done by your sales team. diff --git a/addons/crm_claim/crm_claim_menu.xml b/addons/crm_claim/crm_claim_menu.xml index 3485d5724b6..f33b6f7ad31 100644 --- a/addons/crm_claim/crm_claim_menu.xml +++ b/addons/crm_claim/crm_claim_menu.xml @@ -14,7 +14,7 @@ form tree,calendar,form - {'search_default_section_id':context.get('section_id',False), "search_default_current":1,"search_default_user_id":uid, "stage_type":'claim'} + {'search_default_section_id': section_id, "search_default_current":1,"search_default_user_id":uid, "stage_type":'claim'} Record and track your customers' claims. Claims may be linked to a sales order or a lot. You can send emails with attachments and keep the full history for a claim (emails sent, intervention type and so on). Claims may automatically be linked to an email address using the mail gateway module. diff --git a/addons/crm_fundraising/crm_fundraising_menu.xml b/addons/crm_fundraising/crm_fundraising_menu.xml index f1c17784a60..f693cd3a8dc 100644 --- a/addons/crm_fundraising/crm_fundraising_menu.xml +++ b/addons/crm_fundraising/crm_fundraising_menu.xml @@ -13,7 +13,7 @@ crm.fundraising tree,form,graph - {"search_default_user_id":uid,"search_default_current":1, 'search_default_section_id':context.get('section_id',False)} + {"search_default_user_id":uid,"search_default_current":1, 'search_default_section_id': section_id} If you need to collect money for your organization or a campaign, Fund Raising allows you to track all your fund raising activities. In the search list, filter by funds description, email, history and probability of success. diff --git a/addons/crm_helpdesk/crm_helpdesk_menu.xml b/addons/crm_helpdesk/crm_helpdesk_menu.xml index 37d6ceacfba..162cef8c15d 100644 --- a/addons/crm_helpdesk/crm_helpdesk_menu.xml +++ b/addons/crm_helpdesk/crm_helpdesk_menu.xml @@ -11,7 +11,7 @@ crm.helpdesk tree,calendar,form - {"search_default_user_id":uid, 'search_default_section_id':context.get('section_id',False)} + {"search_default_user_id":uid, 'search_default_section_id': section_id} Helpdesk and Support allow you to track your interventions. Select a customer, add notes and categorize interventions with partners if necessary. You can also assign a priority level. Use the OpenERP Issues system to manage your support activities. Issues can be connected to the email gateway: new emails may create issues, each of them automatically gets the history of the conversation with the customer.