Thursday, December 6, 2018
3 changes
Enhancements to existing features
The forum has been refreshed with a cleaner, more modern interface and now focuses posting on question-based discussions. Moderators also gain a bulk spam moderation tool, helping communities manage inappropriate content faster and maintain better quality conversations.
Original PR description
Description of the issue/feature this PR addresses: Current behavior before PR: Desired behavior after PR is merged: -- I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
Sales team configuration has been simplified by removing confusing options and obsolete dashboard settings. Teams can now support sales, CRM, point of sale, and website-related activities more flexibly, making setup clearer for business users and reducing maintenance complexity.
Original PR description
Reason: *Sales team configuration is too complex with fields you don't understand and that bring no added value *Remove the team type, every team should be able to handle a POS or a website for example Contains: *Removal of the team_type, use_quotations, use_leads fields *Removal of the graph configuration fields *Adapting the filters that were based on the team_type *Clear distinction between the team dashboard behavior in crm from the one in sales *Cleansing of now dead code due to the removal of the previously mentionned fields
Sales team settings are streamlined by removing confusing options for team type, leads, quotations, and dashboard graph configuration. Teams can now be used across sales channels more flexibly, with dashboards generated automatically from CRM or sales activity.
Original PR description
Task: https://www.odoo.com/web#id=1830105&action=333&active_id=965&model=project.task&view_type=form&menu_id=4720 Purpose : Simplify sales team config by removing dashboard configuration and team_type, use_quotations, use_leads fields. Anyy salesteam should be usable in any channel, allowing to group several channels into one team. Behavior before PR: Users could configure the team dashboard graphs, the type of the team or wether or not the team should use leads or/and quotations Behavior after PR: No more dashboard graph configuration, teams who manage a pipeline will have a graph based on "crm.lead" which will display the number of opportunities/leads per week for the last month. Teams who don't manage a pipeline will have a graph based on sale.report which will display the total of SO (+POS Order if the team is in charge of a point of sale)