76 lines
3.2 KiB
XML
76 lines
3.2 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
|
|
<openerp>
|
|
<data noupdate="1">
|
|
|
|
<!-- After installation of the module, open the related menu -->
|
|
<record id="action_client_crm_menu" model="ir.actions.client">
|
|
<field name="name">Open Sale Menu</field>
|
|
<field name="tag">reload</field>
|
|
<field name="params" eval="{'menu_id': ref('base.menu_base_partner')}"/>
|
|
</record>
|
|
<record id="todo_open_crm_menu" model="ir.actions.todo">
|
|
<field name="action_id" ref="action_client_crm_menu"/>
|
|
<field name="type">automatic</field>
|
|
<field name="sequence">100</field>
|
|
</record>
|
|
|
|
<record model="crm.case.channel" id="crm_case_channel_website">
|
|
<field name="name">Website</field>
|
|
</record>
|
|
<record model="crm.case.channel" id="crm_case_channel_phone">
|
|
<field name="name">Phone</field>
|
|
</record>
|
|
<record model="crm.case.channel" id="crm_case_channel_direct">
|
|
<field name="name">Direct</field>
|
|
</record>
|
|
<record model="crm.case.channel" id="crm_case_channel_email">
|
|
<field name="name">Email</field>
|
|
</record>
|
|
|
|
<record model="crm.case.section" id="section_sales_department">
|
|
<field name="name">Sales Department</field>
|
|
<field name="code">Sales</field>
|
|
</record>
|
|
|
|
<!-- Payment Mode -->
|
|
|
|
<record model="crm.payment.mode" id="payment_mode_1">
|
|
<field name="name">Cash</field>
|
|
<field name="section_id" ref="crm.section_sales_department"/>
|
|
</record>
|
|
|
|
<record model="crm.payment.mode" id="payment_mode_2">
|
|
<field name="name">Cheque</field>
|
|
<field name="section_id" ref="crm.section_sales_department"/>
|
|
</record>
|
|
|
|
<record model="crm.payment.mode" id="payment_mode_3">
|
|
<field name="name">Credit Card</field>
|
|
<field name="section_id" ref="crm.section_sales_department"/>
|
|
</record>
|
|
|
|
<record model="crm.payment.mode" id="payment_mode_4">
|
|
<field name="name">Demand Draft</field>
|
|
<field name="section_id" ref="crm.section_sales_department"/>
|
|
</record>
|
|
|
|
<!-- notify all employees of module installation -->
|
|
<function model="mail.group" name="message_append_note">
|
|
<!-- ids, subject, body, parent_id=False, type='notification', content_subtype='html' -->
|
|
<value eval="[ref('mail.group_all_employees')]"/>
|
|
<value>Module CRM has been installed</value>
|
|
<value>From the top menu Sales, you can: trace leads and opportunities, get accurate forecast on your sales pipeline, plan meetings and phonecalls, get realtime statistics and efficiently organize the communication with your prospects.
|
|
|
|
To manage quotations and sale orders, install the module "Sales Management".</value>
|
|
</function>
|
|
|
|
<record model="mail.alias" id="default_sales_alias">
|
|
<field name="alias_name">sales</field>
|
|
<field name="alias_model_id" ref="model_crm_lead"/>
|
|
<field name="alias_user_id" ref="base.user_root"/>
|
|
<field name="alias_defaults">{'type':'lead'}</field>
|
|
</record>
|
|
|
|
</data>
|
|
</openerp>
|