odoo/addons/crm/crm_opportunity_menu.xml

69 lines
3.5 KiB
XML

<?xml version="1.0"?>
<openerp>
<data>
<act_window
id="act_crm_opportunity_crm_phonecall_new"
name="Phone calls"
groups="base.group_extended"
res_model="crm.phonecall"
src_model="crm.lead"
view_mode="tree,calendar,form"
context="{'default_duration': 1.0 ,'default_opportunity_id': active_id,'default_partner_phone':phone}"
domain="[('opportunity_id', '=', active_id)]"
view_type="form"/>
<act_window
id="act_crm_opportunity_crm_meeting_new"
name="Meetings"
res_model="crm.meeting"
src_model="crm.lead"
view_mode="tree,form,calendar,"
context="{'default_duration': 4.0, 'default_opportunity_id': active_id}"
domain="[('opportunity_id', '=', active_id)]"
view_type="form"/>
<record model="ir.actions.act_window" id="crm_case_category_act_oppor11">
<field name="name">Opportunities</field>
<field name="res_model">crm.lead</field>
<field name="view_mode">tree,form,graph,calendar</field>
<field name="domain">[('type','=','opportunity')]</field>
<field name="context">{'search_default_user_id':uid,'search_default_current':1, 'search_default_section_id':section_id, 'stage_type': 'opportunity'}</field>
<field name="view_id" ref="crm_case_tree_view_oppor"/>
<field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
<field name="help">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.
You and your team(s) will be able to plan meetings and phone calls from opportunities, convert them into quotations, manage related documents, track all customer related activities, and much more.</field>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_oppor11">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view_oppor"/>
<field name="act_window_id" ref="crm_case_category_act_oppor11"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_oppor11">
<field name="sequence" eval="2"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view_oppor"/>
<field name="act_window_id" ref="crm_case_category_act_oppor11"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_oppor11">
<field name="sequence" eval="4"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_case_graph_view_opportunity"/>
<field name="act_window_id" ref="crm_case_category_act_oppor11"/>
</record>
<menuitem id="base.menu_sales" name="Sales"
parent="base.menu_base_partner" sequence="1" />
<menuitem name="Opportunities" id="menu_crm_case_opp"
parent="base.menu_sales" action="crm_case_category_act_oppor11"
sequence="2" />
</data>
</openerp>