odoo/addons/crm/crm_data.xml

44 lines
2.0 KiB
XML

<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data noupdate="1">
<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>
<!-- 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, manage your sales pipeline: leads,
opportunities, meetings, phone calls, and customers. OpenERP
ensures that all cases are successfully tracked by all parties.
It can automatically send reminders, escalate requests, trigger
specific methods and lots of other actions based on your own
enterprise rules.
In the Sales settings, you can configure an email gateway to
automatically create leads from messages sent on a particular
email address.
To manage quotations and sale orders, install the module "Sales
Management". With this module, you will be able to create
quotations directly from opportunities.
</value>
</function>
</data>
</openerp>