diff --git a/crm_usability_misc/README.md b/crm_usability_misc/README.md new file mode 100644 index 0000000..025d763 --- /dev/null +++ b/crm_usability_misc/README.md @@ -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). diff --git a/crm_usability_misc/README.rst b/crm_usability_misc/README.rst deleted file mode 100644 index 398cc72..0000000 --- a/crm_usability_misc/README.rst +++ /dev/null @@ -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 `_. 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 ` - -Funders -------- - -The development of this module has been financially supported by: -* Elabore (https://elabore.coop) - - -Maintainer ----------- - -This module is maintained by Elabore. \ No newline at end of file diff --git a/crm_usability_misc/__manifest__.py b/crm_usability_misc/__manifest__.py index 8da3d16..5959d18 100644 --- a/crm_usability_misc/__manifest__.py +++ b/crm_usability_misc/__manifest__.py @@ -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, -} \ No newline at end of file +}