Thursday, November 5, 2020
1 change · master
New functionality added to Odoo
Helpdesk tickets can now be converted into CRM leads when customer inquiries were routed to support by mistake. Customer contact details, including phone numbers, are carried between leads and tickets so teams keep the right context and avoid re-entering information.
Original PR description
PURPOSE Some business inquiries end up in the Helpdesk pipeline by mistake. There is no direct way to convert those tickets into leads. SPECIFICATIONS: PARTNER PHONE ON TICKET This commit adds phone…
PURPOSE
Some business inquiries end up in the Helpdesk pipeline by mistake. There
is no direct way to convert those tickets into leads.
SPECIFICATIONS: PARTNER PHONE ON TICKET
This commit adds phone field to helpdesk ticket. It is a stored editable
based on partner phone field. If a partner is set it populates the phone
field.
When converting a lead to a ticket, more information is propagated. Notably
partner_name and partner_phone are now synchronized with lead specific values.
Default ticket creation message is also changed by an "origin link" one.
It allows to know ticket comes from a lead.
SPECIFICATIONS: LEAD/TICKET CONVERT
In Helpdesk
* Add a Phone field below the Customer Email one on helpdesk
tickets;
* Improve Lead 2 Ticket convert to propagate phone;
In CRM / Helpdesk
* Add a 'Convert to Lead' button in non-primary on Helpdesk tickets;
* Only visible if:
* the user has at least the Helpdek user access right level;
* the CRM app is installed;
* the 'Leads' feature is active;
* Open a modal with the following fields when clicking on the button:
* Customer (should be prefilled with the info from the ticket)
* Sales Team
* Salesperson
* Note : Salesperson and team are computed same way as lead2opportunity modal
* If the user confirms, convert the ticket into a lead: populate the
title, description and customer info (name, email, phone, mobile)
based on the ticket;
* If user has sales rights: redirect to lead;
* Otherwise: stay on ticket now archived;
* Change the icon in front of the button to fa-life-ring
* Put the 'Lead / Tickets' module in autoinstall when CRM + Helpdesk are
installed
Add tests
LINKS
Task ID-2083049
COM PR odoo/odoo#49129
ENT PR odoo/enterprise#9715
UPG PR odoo/upgrade#1883