Odoo Changelog — 2021-03-04

Thursday, March 4, 2021

3 changes

Improvements(3)

Enhancements to existing features

[IMP] crm_enterprise: reporting usability improvements

Enterprisemastercrm_enterpriseMEDIUM

CRM reporting screens now provide clearer helper guidance for the Dashboard and Pipeline Analysis views, making it easier for users to understand and act on sales insights. Sample data was also removed from some lead generation reporting views so users see a cleaner, more relevant experience.

Original PR description

in this commit some reporting usability improvements are done
in crm, the action helper for the dashboard and pipeline analysis are
updated now and the sample data of cohort and dashboard views of lead
generation are removed.

task-id: 2393253

#crm#reporting#dashboard#pipeline

[IMP] industry_fsm: add email template with intervention details

PR #15819

Enterprisemasterindustry_fsm

A ready-to-use email template is now available for Field Service interventions. This helps teams communicate intervention details to customers more easily and reduces setup effort when configuring project stages.

Original PR description

Before, when we can't provide any details of the intervention.

By this commit, we are facilitating configuration by providing a default email
template to communicate the details of the intervention.

task - 2417291

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

#field-service#email-template#configuration

[MERGE] social, various: improve usability across various marketing-related apps (activities, marketing)

PR #15406

Enterprisemastersocialmailaccount_reportsapprovalsdocumentsdocuments_accountsignMEDIUM

This update makes several marketing-related workflows easier to understand, especially in Social Marketing. Users get clearer guidance during the social setup tour and better feedback when newly created social streams have no posts yet, while activity forms are aligned with updated workflow options.

Original PR description

# Purpose

General Marketing usability improvements based on what has been seen observing users on Fullstory.
As the changes are relatively minor and related to specific apps, the rationale and improvements will be explained in more details in each commit.
# Commits
##### [IMP] `social`: improve the social tour 
* change the position of a bubble
* remove redundant steps
##### [IMP] `social`: display a toaster for new streams with no post in the feed
* Add a feedback (toaster) for the user if no data can be fetch yet after a stream creation
##### [IMP] `mail`: revamp the activity type form view
* See the Community commit with the same name (Enterprise update for the new fields)
# Links
Task ID : 2410217
COM PR : https://github.com/odoo/odoo/pull/63370
UPGRADE PR: https://github.com/odoo/upgrade/pull/2167

#usability#marketing#social#activities

in this commit some reporting usability improvements are done in crm, the action helper for the dashboard and pipeline analysis are updated now and the sample data of cohort and dashboard views of lead generation are removed. task-id: 2393253

Before, when we can't provide any details of the intervention. By this commit, we are facilitating configuration by providing a default email template to communicate the details of the intervention. task - 2417291 -- I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr

# Purpose General Marketing usability improvements based on what has been seen observing users on Fullstory. As the changes are relatively minor and related to specific apps, the rationale and improvements will be explained in more details in each commit. # Commits ##### [IMP] `social`: improve the social tour * change the position of a bubble * remove redundant steps ##### [IMP] `social`: display a toaster for new streams with no post in the feed * Add a feedback (toaster) for the user if no data can be fetch yet after a stream creation ##### [IMP] `mail`: revamp the activity type form view * See the Community commit with the same name (Enterprise update for the new fields) # Links Task ID : 2410217 COM PR : https://github.com/odoo/odoo/pull/63370 UPGRADE PR: https://github.com/odoo/upgrade/pull/2167