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crm_usability_misc/README.md
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crm_usability_misc/README.md
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# CRM Usability Misc
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Various modifications of the CRM app to streamline the lead/opportunity form.
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## Installation
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Use the standard Odoo module installation procedure to install `crm_usability_misc`.
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### Dependencies
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- `base`
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- `crm`
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- `sales_team`
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## Description
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This module customizes the CRM lead/opportunity form view to simplify the layout and improve usability:
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- **Hide Campaign and Medium fields** — Removes the entire Marketing group (`campaign_id`, `medium_id`) from the *Extra Information* tab.
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- **Move "Source" and "Referred by" under Tags** — Relocates the `source_id` and `referred` fields directly after the `tag_ids` field for better visibility.
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- **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`).
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## Known Issues / Roadmap
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None yet.
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## Bug Tracker
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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.
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## Credits
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### Contributors
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- [Elabore](https://elabore.coop) — Laetitia Da Costa
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### Funders
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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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### Maintainer
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This module is maintained by [Elabore](https://elabore.coop).
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===============
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crm_usability_misc
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===============
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Various modification of CRM app
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Installation
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============
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Use Odoo normal module installation procedure to install
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``crm_usability_misc``.
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Description
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===========
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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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- Move “Sales team” under Phone
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Known issues / Roadmap
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======================
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None yet.
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Bug Tracker
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===========
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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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trouble, please check there if your issue has already been
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reported. If you spotted it first, help us smashing it by providing a
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detailed and welcomed feedback.
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Credits
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=======
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Contributors
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------------
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* `Elabore <mailto:laetitia.dacosta@elabore.coop>`
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Funders
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-------
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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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Maintainer
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----------
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This module is maintained by Elabore.
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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{
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{
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"name": "crm usability misc",
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"name": "CRM Usability Misc",
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"version": "16.0.1.0.0",
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"version": "18.0.1.0.0",
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"author": "Elabore",
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"author": "Elabore",
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"website": "https://elabore.coop",
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"website": "https://elabore.coop",
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"maintainer": "Elabore",
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"maintainer": "Elabore",
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# and independently installed. Used for synergetic or glue modules.
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# and independently installed. Used for synergetic or glue modules.
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"auto_install": False,
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"auto_install": False,
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"application": False,
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"application": False,
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}
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}
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Reference in New Issue
Block a user