Daily updates from Odoo
Friday, October 20, 2017
3 changes
Enhancements to existing features
CRM reports now offer clearer default filters for opportunities closing today, this week, or this month, making it easier for sales teams to focus on timely follow-ups. Pipeline analysis filters and KPI labels were also cleaned up so managers can understand sales performance by channel and country more quickly.
Original PR description
Description of the issue/feature this PR addresses: - Task : https://www.odoo.com/web#id=35557&view_type=form&model=project.task&action=333&active_id=131&menu_id=4720 - Pad : https://pad.odoo.com/p/r.081c8d090646034b1bb3023d1d99753a Current behavior before PR: - provide better default filters + kpi metrics for opportunities analysis - no filter to see opport to close today, this week, this month - default ones are not obvious and not really useful: https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrrMG1mVFRzSE1ZMlk/view?usp=drivesdk Desired behavior after PR is merged: - add filters to see opport to close today, this week, this month: https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrrOVJTcElvNERqeDA/view?usp=drivesdk - clean suggested filters in pipeline analysis: https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrrSTRFRjBDb1Z1azQ/view?usp=drivesdk -- I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
The Events app now treats events that are currently running as upcoming by checking the event end date instead of only the start date. This helps users find active events that have already started but are still relevant and available.
Original PR description
Task: https://www.odoo.com/web#id=37551&view_type=form&model=project.task&action=333&active_id=131&menu_id=4720 Pad: https://pad.odoo.com/p/r.ecbdfc82fe73753dd0f11810e1fbec82 -- I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
This update improves the CRM scoring configuration by adding clearer domain selection controls for sales teams and scoring rules. Business users can define target audiences more easily and accurately, reducing setup errors in lead scoring workflows.
Original PR description
Task: https://www.odoo.com/web#id=35178&view_type=form&model=project.task&action=333&active_id=131&menu_id=4720 Pad: https://pad.odoo.com/p/openerp-project.task-WTVKTF8IDO