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.. image:: https://odoo-community.org/readme-banner-image
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===============
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:target: https://odoo-community.org/get-involved?utm_source=readme
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crm_usability_misc
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:alt: Odoo Community Association
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===============
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==================
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Various modification of CRM app
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crm usability misc
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==================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:be78325679fda626093147ef1d7023041e2544e8c1cca85c4c7199e4848f8c6f
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-Elabore%2Fcrm--tools-lightgray.png?logo=github
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:target: https://github.com/Elabore/crm-tools/tree/16.0/crm_usability_misc
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:alt: Elabore/crm-tools
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|badge1| |badge2| |badge3|
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[ This file must be max 2-3 paragraphs, and is required.
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The goal of this document is to explain quickly the features of this
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module: “what” this module does and “what” it is for. ]
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Example:
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This module extends the functionality of ... to support ... and to allow
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users to ...
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**Table of contents**
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.. contents::
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:local:
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Use Cases / Context
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===================
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[ This file is optional but strongly suggested to allow end-users to
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evaluate the module's usefulness in their context. ]
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BUSINESS NEED: It should explain the “why” of the module:
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- what is the business requirement that generated the need to develop
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this module
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- in which context or use cases this module can be useful (practical
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examples are welcome!).
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APPROACH: It could also explain the approach to address the mentioned
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need.
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USEFUL INFORMATION: It can also inform on related modules:
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- modules it depends on and their features
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- other modules that can work well together with this one
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- suggested setups where the module is useful (eg: multicompany,
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multi-website)
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Installation
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Installation
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============
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============
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[ This file must only be present if there are very specific installation
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Use Odoo normal module installation procedure to install
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instructions, such as installing non-python dependencies. The audience
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``crm_usability_misc``.
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is systems administrators. ]
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To install this module, you need to:
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Description
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===========
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1. Do this ...
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- Hide the Campaign and Medium fields
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- Hove “Source” and “Referred by” under Tags
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Configuration
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- Move “Sales team” under Phone
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=============
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[ This file is not always required; it should explain **how to configure
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the module before using it**; it is aimed at users with administration
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privileges.
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Please be detailed on the path to configuration (eg: do you need to
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activate developer mode?), describe step by step configurations and the
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use of screenshots is strongly recommended.]
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To configure this module, you need to:
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- Go to *App* > Menu > Menu item
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- Activate boolean… > save
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- …
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Usage
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=====
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[ This file is required and contains the instructions on **“how”** to
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use the module for end-users.
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If the module does not have a visible impact on the user interface, just
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add the following sentence:
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This module does not impact the user interface.
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If that’s not the case, please make sure that every usage step is
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covered and remember that images speak more than words!]
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To use this module, you need to:
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- Go to *App* > Menu > Menu item
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*insert screenshot!*
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- In “Contact” form, add a value to field *xyz* > save
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*insert screenshot!*
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- The value of *xyz* is now displayed in the list view.
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*insert screenshot!*
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Known issues / Roadmap
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Known issues / Roadmap
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======================
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======================
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[ Enumerate known caveats and future potential improvements. It is
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None yet.
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mostly intended for end-users, and can also help potential new
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contributors discovering new features to implement. ]
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- ...
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Changelog
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=========
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[ The change log. The goal of this file is to help readers understand
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changes between version. The primary audience is end users and
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integrators. Purely technical changes such as code refactoring must not
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be mentioned here.
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This file may contain ONE level of section titles, underlined with the ~
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(tilde) character. Other section markers are forbidden and will likely
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break the structure of the README.rst or other documents where this
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fragment is included. ]
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11.0.x.y.z (YYYY-MM-DD)
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-----------------------
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- [BREAKING] Breaking changes come first.
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(`#70 <https://github.com/OCA/repo/issues/70>`__)
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- [ADD] New feature. (`#74 <https://github.com/OCA/repo/issues/74>`__)
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- [FIX] Correct this. (`#71 <https://github.com/OCA/repo/issues/71>`__)
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11.0.x.y.z (YYYY-MM-DD)
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-----------------------
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- ...
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Bug Tracker
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Bug Tracker
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===========
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/Elabore/crm-tools/issues>`_.
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Bugs are tracked on `our issues website <https://github.com/elabore-coop/crm_usability_misc/issues>`_. In case of
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In case of trouble, please check there if your issue has already been reported.
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trouble, please check there if your issue has already been
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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reported. If you spotted it first, help us smashing it by providing a
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`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**>`_.
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detailed and welcomed feedback.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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Credits
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=======
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=======
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Authors
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-------
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* Elabore
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Contributors
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Contributors
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------------
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------------
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- Firstname Lastname email.address@example.org (optional company website
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* `Elabore <mailto:laetitia.dacosta@elabore.coop>`
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url)
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- Second Person second.person@example.org (optional company website url)
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Other credits
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Funders
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-------------
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-------
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[ This file is optional and contains additional credits, other than
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authors, contributors, and maintainers. ]
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The development of this module has been financially supported by:
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The development of this module has been financially supported by:
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* Elabore (https://elabore.coop)
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- Company 1 name
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- Company 2 name
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Maintainers
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Maintainer
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-----------
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----------
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This module is part of the `Elabore/crm-tools <https://github.com/Elabore/crm-tools/tree/16.0/crm_usability_misc>`_ project on GitHub.
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This module is maintained by Elabore.
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You are welcome to contribute.
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@@ -1,10 +0,0 @@
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[ 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.
|
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|
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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.]
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|
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To configure this module, you need to:
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- Go to *App* > Menu > Menu item
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- Activate boolean… > save
|
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- …
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@@ -1,16 +0,0 @@
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[ This file is optional but strongly suggested to allow end-users to evaluate the
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module's usefulness in their context. ]
|
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|
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BUSINESS NEED:
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It should explain the “why” of the module:
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- what is the business requirement that generated the need to develop this module
|
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- in which context or use cases this module can be useful (practical examples are welcome!).
|
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APPROACH:
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It could also explain the approach to address the mentioned need.
|
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||||||
USEFUL INFORMATION:
|
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It can also inform on related modules:
|
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- modules it depends on and their features
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- other modules that can work well together with this one
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- suggested setups where the module is useful (eg: multicompany, multi-website)
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@@ -1,2 +0,0 @@
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- Firstname Lastname <email.address@example.org> (optional company website url)
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- Second Person <second.person@example.org> (optional company website url)
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@@ -1,7 +0,0 @@
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[ This file is optional and contains additional credits, other than
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authors, contributors, and maintainers. ]
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The development of this module has been financially supported by:
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- Company 1 name
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- Company 2 name
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@@ -1,7 +0,0 @@
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[ This file must be max 2-3 paragraphs, and is required.
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The goal of this document is to explain quickly the features of this module: “what” this module does and “what” it is for. ]
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Example:
|
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This module extends the functionality of ... to support ... and to allow users to ...
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@@ -1,22 +0,0 @@
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[ The change log. The goal of this file is to help readers
|
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understand changes between version. The primary audience is
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end users and integrators. Purely technical changes such as
|
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code refactoring must not be mentioned here.
|
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|
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This file may contain ONE level of section titles, underlined
|
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with the ~ (tilde) character. Other section markers are
|
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||||||
forbidden and will likely break the structure of the README.rst
|
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or other documents where this fragment is included. ]
|
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||||||
|
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## 11.0.x.y.z (YYYY-MM-DD)
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|
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- [BREAKING] Breaking changes come first.
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([#70](https://github.com/OCA/repo/issues/70))
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- [ADD] New feature.
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([#74](https://github.com/OCA/repo/issues/74))
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- [FIX] Correct this.
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([#71](https://github.com/OCA/repo/issues/71))
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## 11.0.x.y.z (YYYY-MM-DD)
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|
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- ...
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@@ -1,7 +0,0 @@
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[ This file must only be present if there are very specific
|
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installation instructions, such as installing non-python
|
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dependencies. The audience is systems administrators. ]
|
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|
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To install this module, you need to:
|
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|
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1. Do this ...
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@@ -1,5 +0,0 @@
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[ Enumerate known caveats and future potential improvements.
|
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It is mostly intended for end-users, and can also help
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potential new contributors discovering new features to implement. ]
|
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- ...
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@@ -1,21 +0,0 @@
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[ This file is required and contains the instructions on **“how”** to use the module for end-users.
|
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|
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If the module does not have a visible impact on the user interface, just add the following sentence:
|
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|
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> This module does not impact the user interface.
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|
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If that’s not the case, please make sure that every usage step is covered and remember that images speak more than words!]
|
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|
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To use this module, you need to:
|
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|
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- Go to *App* > Menu > Menu item
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*insert screenshot!*
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|
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- In “Contact” form, add a value to field *xyz* > save
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|
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|
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*insert screenshot!*
|
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|
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- The value of *xyz* is now displayed in the list view.
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|
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*insert screenshot!*
|
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||||||
Reference in New Issue
Block a user