Odoo Changelog — 2019-04-29

Monday, April 29, 2019

2 changes · master

Improvements(2)

Enhancements to existing features

[IMP] crm: contacts on opportunities

CoremastercrmMEDIUM

CRM opportunity screens now show the related buying center contacts directly, reducing the need to navigate away during sales calls. This helps sales teams keep relevant people visible while taking notes, discussing the deal, or preparing a quote.

Original PR description

- [ ] Manual QA on runbot
- [ ] Fix failing tests

It is an utterly convenient feature to have the buying center at a finger tip
on the opportunity screen.

**Description of the issue/feature this PR addresses:**

- Have a complete view over the buying center from a crm opportunity

**Current behavior before PR:**

- The buying center was a few clicks away
- Those clicks might interrupt an ongoing note taking so it's pretty annoing

**Desired behavior after PR is merged:**

- Have the whole buying center at sight so you can easily do smart name dropping throughout a phone call while taking notes and generating a quote.


**Thinkable further improvements:**

- Define the (copied) contact `kanban` and `form` view as independent view records in `base` and only reference them with `ref` here. (36136eebda4f6b847746fe04a0614e80cbc2c1f1)

**Note:** Please do not close, even if not immediately accepted (wishlist tag). This PR is meant to be carried along and actively maintained, until this semantic will be completed this way or another.

--
I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr

@xoe-labs

#crm#opportunities#contacts#sales

[IMP] documents: improve image tools

PR #3934

EnterprisemasterdocumentsMEDIUM

The Documents app now offers improved image handling tools, making it easier for users to work with image files directly in their document workflow. This helps teams review and manage visual content more efficiently without leaving Odoo.

Original PR description

Enterprise counterpart of https://github.com/odoo/odoo/pull/31811

#documents#images#productivity

- [ ] Manual QA on runbot - [ ] Fix failing tests It is an utterly convenient feature to have the buying center at a finger tip on the opportunity screen. **Description of the issue/feature this PR addresses:** - Have a complete view over the buying center from a crm opportunity **Current behavior before PR:** - The buying center was a few clicks away - Those clicks might interrupt an ongoing note taking so it's pretty annoing **Desired behavior after PR is merged:** - Have the whole buying center at sight so you can easily do smart name dropping throughout a phone call while taking notes and generating a quote. **Thinkable further improvements:** - Define the (copied) contact `kanban` and `form` view as independent view records in `base` and only reference them with `ref` here. (36136eebda4f6b847746fe04a0614e80cbc2c1f1) **Note:** Please do not close, even if not immediately accepted (wishlist tag). This PR is meant to be carried along and actively maintained, until this semantic will be completed this way or another. -- I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr @xoe-labs