141 lines
4.7 KiB
Python
141 lines
4.7 KiB
Python
# -*- coding: utf-8 -*-
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##############################################################################
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#
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# OpenERP, Open Source Management Solution
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# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
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#
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# This program is free software: you can redistribute it and/or modify
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# it under the terms of the GNU Affero General Public License as
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# published by the Free Software Foundation, either version 3 of the
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# License, or (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU Affero General Public License for more details.
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#
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# You should have received a copy of the GNU Affero General Public License
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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#
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##############################################################################
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{
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'name': 'CRM',
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'version': '1.0',
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'category': 'Customer Relationship Management',
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"sequence": 2,
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"summary": "Leads, Opportunities, Agenda",
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'description': """
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The generic OpenERP Customer Relationship Management.
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=====================================================
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This system enables a group of people to intelligently and efficiently manage
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leads, opportunities, meeting, phonecall.
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It manages key tasks such as communication, identification, prioritization,
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assignment, resolution and notification.
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OpenERP ensures that all cases are successfully tracked by users, customers and
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suppliers. It can automatically send reminders, escalate the request, trigger
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specific methods and lots of other actions based on your own enterprise rules.
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The greatest thing about this system is that users don't need to do anything
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special. They can just send email to the request tracker. OpenERP will take
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care of thanking them for their message, automatically routing it to the
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appropriate staff and make sure all future correspondence gets to the right
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place.
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The CRM module has a email gateway for the synchronisation interface
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between mails and OpenERP.
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Creates a dashboard for CRM that includes:
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------------------------------------------
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* List of New Leads
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* List of My Opportunities
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* List of My Next Meetings
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* Planned Revenue by Stage and User (graph)
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* Opportunities by Stage (graph)
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""",
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'author': 'OpenERP SA',
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'website': 'http://www.openerp.com',
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'depends': [
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'base_action_rule',
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'base_setup',
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'base_status',
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'process',
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'mail',
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'base_calendar',
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'resource',
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'board',
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'fetchmail'
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],
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'init_xml': [
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'crm_data.xml',
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'crm_lead_data.xml',
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'crm_phonecall_data.xml',
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],
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'update_xml': [
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'security/crm_security.xml',
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'security/ir.model.access.csv',
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'wizard/crm_lead_to_partner_view.xml',
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'wizard/crm_lead_to_opportunity_view.xml',
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'wizard/crm_phonecall_to_phonecall_view.xml',
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'wizard/crm_phonecall_to_partner_view.xml',
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'wizard/crm_phonecall_to_opportunity_view.xml',
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'wizard/crm_opportunity_to_phonecall_view.xml',
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'wizard/crm_partner_to_opportunity_view.xml',
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'wizard/crm_merge_opportunities_view.xml',
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'crm_view.xml',
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'crm_action_rule_view.xml',
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'crm_lead_view.xml',
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'crm_lead_menu.xml',
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'crm_meeting_view.xml',
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'crm_meeting_menu.xml',
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'crm_meeting_shortcut_data.xml',
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'crm_phonecall_view.xml',
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'crm_phonecall_menu.xml',
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'report/crm_lead_report_view.xml',
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'report/crm_phonecall_report_view.xml',
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'process/crm_configuration_process.xml',
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'res_partner_view.xml',
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'board_crm_view.xml',
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'res_config_view.xml',
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],
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'demo_xml': [
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'crm_demo.xml',
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'crm_lead_demo.xml',
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'crm_phonecall_demo.xml',
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],
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'test': [
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'test/process/communication_with_customer.yml',
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'test/process/lead2opportunity2win.yml',
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'test/process/merge_opportunity.yml',
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'test/process/cancel_lead.yml',
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'test/process/action_rule.yml',
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'test/process/segmentation.yml',
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'test/ui/crm_demo.yml',
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'test/ui/duplicate_lead.yml',
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'test/ui/delete_lead.yml'
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],
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'installable': True,
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'application': True,
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'auto_install': False,
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'certificate': '0079056041421',
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'images': ['images/sale_crm_crm_dashboard.png', 'images/crm_dashboard.jpeg','images/leads.jpeg','images/meetings.jpeg','images/opportunities.jpeg','images/outbound_calls.jpeg','images/stages.jpeg'],
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}
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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