[MIG] crm_usability_misc: migration to 18.0

This commit is contained in:
Stéphan Sainléger
2026-03-29 15:08:22 +02:00
parent 9b85bd6483
commit 9fe47fab6d
3 changed files with 48 additions and 54 deletions

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# 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).

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===============
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.

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# 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,
}
}