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===============
crm_usability_misc
===============
.. image:: https://odoo-community.org/readme-banner-image
:target: https://odoo-community.org/get-involved?utm_source=readme
:alt: Odoo Community Association
Various modification of CRM app
==================
crm usability misc
==================
..
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-Elabore%2Fcrm--tools-lightgray.png?logo=github
:target: https://github.com/Elabore/crm-tools/tree/16.0/crm_usability_misc
:alt: Elabore/crm-tools
|badge1| |badge2| |badge3|
[ This file must be max 2-3 paragraphs, and is required.
The goal of this document is to explain quickly the features of this
module: “what” this module does and “what” it is for. ]
Example:
This module extends the functionality of ... to support ... and to allow
users to ...
**Table of contents**
.. contents::
:local:
Use Cases / Context
===================
[ This file is optional but strongly suggested to allow end-users to
evaluate the module's usefulness in their context. ]
BUSINESS NEED: It should explain the “why” of the module:
- what is the business requirement that generated the need to develop
this module
- in which context or use cases this module can be useful (practical
examples are welcome!).
APPROACH: It could also explain the approach to address the mentioned
need.
USEFUL INFORMATION: It can also inform on related modules:
- modules it depends on and their features
- other modules that can work well together with this one
- suggested setups where the module is useful (eg: multicompany,
multi-website)
Installation
============
Use Odoo normal module installation procedure to install
``crm_usability_misc``.
[ This file must only be present if there are very specific installation
instructions, such as installing non-python dependencies. The audience
is systems administrators. ]
Description
===========
To install this module, you need to:
- Hide the Campaign and Medium fields
- Hove “Source” and “Referred by” under Tags
- Move “Sales team” under Phone
1. Do this ...
Configuration
=============
[ This file is not always required; it should explain **how to configure
the module before using it**; it is aimed at users with administration
privileges.
Please be detailed on the path to configuration (eg: do you need to
activate developer mode?), describe step by step configurations and the
use of screenshots is strongly recommended.]
To configure this module, you need to:
- Go to *App* > Menu > Menu item
- Activate boolean… > save
-
Usage
=====
[ This file is required and contains the instructions on **“how”** to
use the module for end-users.
If the module does not have a visible impact on the user interface, just
add the following sentence:
This module does not impact the user interface.
If thats not the case, please make sure that every usage step is
covered and remember that images speak more than words!]
To use this module, you need to:
- Go to *App* > Menu > Menu item
*insert screenshot!*
- In “Contact” form, add a value to field *xyz* > save
*insert screenshot!*
- The value of *xyz* is now displayed in the list view.
*insert screenshot!*
Known issues / Roadmap
======================
None yet.
[ Enumerate known caveats and future potential improvements. It is
mostly intended for end-users, and can also help potential new
contributors discovering new features to implement. ]
- ...
Changelog
=========
[ The change log. The goal of this file is to help readers understand
changes between version. The primary audience is end users and
integrators. Purely technical changes such as code refactoring must not
be mentioned here.
This file may contain ONE level of section titles, underlined with the ~
(tilde) character. Other section markers are forbidden and will likely
break the structure of the README.rst or other documents where this
fragment is included. ]
11.0.x.y.z (YYYY-MM-DD)
-----------------------
- [BREAKING] Breaking changes come first.
(`#70 <https://github.com/OCA/repo/issues/70>`__)
- [ADD] New feature. (`#74 <https://github.com/OCA/repo/issues/74>`__)
- [FIX] Correct this. (`#71 <https://github.com/OCA/repo/issues/71>`__)
11.0.x.y.z (YYYY-MM-DD)
-----------------------
- ...
Bug Tracker
===========
Bugs are tracked on `our issues website <https://github.com/elabore-coop/crm_usability_misc/issues>`_. In case of
trouble, please check there if your issue has already been
reported. If you spotted it first, help us smashing it by providing a
detailed and welcomed feedback.
Bugs are tracked on `GitHub Issues <https://github.com/Elabore/crm-tools/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/Elabore/crm-tools/issues/new?body=module:%20crm_usability_misc%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Do not contact contributors directly about support or help with technical issues.
Credits
=======
Authors
-------
* Elabore
Contributors
------------
* `Elabore <mailto:laetitia.dacosta@elabore.coop>`
- Firstname Lastname email.address@example.org (optional company website
url)
- Second Person second.person@example.org (optional company website url)
Funders
-------
Other credits
-------------
[ This file is optional and contains additional credits, other than
authors, contributors, and maintainers. ]
The development of this module has been financially supported by:
* Elabore (https://elabore.coop)
- Company 1 name
- Company 2 name
Maintainer
----------
Maintainers
-----------
This module is maintained by Elabore.
This module is part of the `Elabore/crm-tools <https://github.com/Elabore/crm-tools/tree/16.0/crm_usability_misc>`_ project on GitHub.
You are welcome to contribute.