[MIG] crm_usability_misc: migration to 18.0
This commit is contained in:
45
crm_usability_misc/README.md
Normal file
45
crm_usability_misc/README.md
Normal file
@@ -0,0 +1,45 @@
|
||||
# CRM Usability Misc
|
||||
|
||||
Various modifications of the CRM app to streamline the lead/opportunity form.
|
||||
|
||||
## Installation
|
||||
|
||||
Use the standard Odoo module installation procedure to install `crm_usability_misc`.
|
||||
|
||||
### Dependencies
|
||||
|
||||
- `base`
|
||||
- `crm`
|
||||
- `sales_team`
|
||||
|
||||
## Description
|
||||
|
||||
This module customizes the CRM lead/opportunity form view to simplify the layout and improve usability:
|
||||
|
||||
- **Hide Campaign and Medium fields** — Removes the entire Marketing group (`campaign_id`, `medium_id`) from the *Extra Information* tab.
|
||||
- **Move "Source" and "Referred by" under Tags** — Relocates the `source_id` and `referred` fields directly after the `tag_ids` field for better visibility.
|
||||
- **Move "Sales Team" under Phone** — Moves `team_id` from the *Misc* group to the main partner section (before `lost_reason_id`), with team creation and opening disabled (`no_open`, `no_create`).
|
||||
|
||||
## Known Issues / Roadmap
|
||||
|
||||
None yet.
|
||||
|
||||
## Bug Tracker
|
||||
|
||||
Bugs are tracked on [our issues page](https://github.com/elabore-coop/crm-tools/issues). In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smash it by providing detailed feedback.
|
||||
|
||||
## Credits
|
||||
|
||||
### Contributors
|
||||
|
||||
- [Elabore](https://elabore.coop) — Laetitia Da Costa
|
||||
|
||||
### Funders
|
||||
|
||||
The development of this module has been financially supported by:
|
||||
|
||||
- [Elabore](https://elabore.coop)
|
||||
|
||||
### Maintainer
|
||||
|
||||
This module is maintained by [Elabore](https://elabore.coop).
|
||||
@@ -1,51 +0,0 @@
|
||||
===============
|
||||
crm_usability_misc
|
||||
===============
|
||||
|
||||
Various modification of CRM app
|
||||
|
||||
Installation
|
||||
============
|
||||
|
||||
Use Odoo normal module installation procedure to install
|
||||
``crm_usability_misc``.
|
||||
|
||||
Description
|
||||
===========
|
||||
|
||||
- Hide the Campaign and Medium fields
|
||||
- Hove “Source” and “Referred by” under Tags
|
||||
- Move “Sales team” under Phone
|
||||
|
||||
Known issues / Roadmap
|
||||
======================
|
||||
|
||||
None yet.
|
||||
|
||||
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.
|
||||
|
||||
Credits
|
||||
=======
|
||||
|
||||
Contributors
|
||||
------------
|
||||
|
||||
* `Elabore <mailto:laetitia.dacosta@elabore.coop>`
|
||||
|
||||
Funders
|
||||
-------
|
||||
|
||||
The development of this module has been financially supported by:
|
||||
* Elabore (https://elabore.coop)
|
||||
|
||||
|
||||
Maintainer
|
||||
----------
|
||||
|
||||
This module is maintained by Elabore.
|
||||
@@ -2,8 +2,8 @@
|
||||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
|
||||
|
||||
{
|
||||
"name": "crm usability misc",
|
||||
"version": "16.0.1.0.0",
|
||||
"name": "CRM Usability Misc",
|
||||
"version": "18.0.1.0.0",
|
||||
"author": "Elabore",
|
||||
"website": "https://elabore.coop",
|
||||
"maintainer": "Elabore",
|
||||
@@ -23,4 +23,4 @@
|
||||
# and independently installed. Used for synergetic or glue modules.
|
||||
"auto_install": False,
|
||||
"application": False,
|
||||
}
|
||||
}
|
||||
|
||||
Reference in New Issue
Block a user