46 lines
1.4 KiB
Markdown
46 lines
1.4 KiB
Markdown
# 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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