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[T-6494][MIG]: crm_assign_project: migration to 17.0
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.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg | ||
:target: http://www.gnu.org/licenses/agpl | ||
:alt: License: AGPL-3 | ||
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================== | ||
CRM Assign Project | ||
================== | ||
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This module allows to automatically assign a project to a CRM lead when a lead/opportunity is created through an email. | ||
.. | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! source digest: sha256:f12f92a7b3b43b634b25a7a9cfeb8d47e6e839783428e0a4f466c00ac654b700 | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png | ||
:target: https://odoo-community.org/page/development-status | ||
:alt: Beta | ||
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png | ||
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html | ||
:alt: License: AGPL-3 | ||
.. |badge3| image:: https://img.shields.io/badge/github-sygel--technology%2Fsy--crm-lightgray.png?logo=github | ||
:target: https://github.com/sygel-technology/sy-crm/tree/17.0/crm_assign_project | ||
:alt: sygel-technology/sy-crm | ||
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Installation | ||
============ | ||
|badge1| |badge2| |badge3| | ||
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To install this module, you need to: | ||
This module allows to automatically assign a project to a CRM lead when | ||
a lead/opportunity is created through an email. | ||
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#. Only install. | ||
**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Configuration | ||
============= | ||
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To configure this module, you need to: | ||
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#. Go to CRM > Configuration > Sales Teams and select a team. | ||
#. Check the 'Assign Project' checkbox | ||
#. Select a value in 'Automatically Assigned Project' | ||
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1. Go to CRM > Configuration > Sales Teams and select a team. | ||
2. Check the 'Assign Project' checkbox | ||
3. Select a value in 'Automatically Assigned Project' | ||
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Usage | ||
===== | ||
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To use this module, you need to: | ||
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#. ... | ||
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ROADMAP | ||
======= | ||
To usage this module, you need to: | ||
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1. Create a new Lead, manually or sending a email to an alias, with a | ||
Crm Team with a project_id | ||
2. The created lead will have the configured project_id | ||
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* ... | ||
Known issues / Roadmap | ||
====================== | ||
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- Manually created leads with the fast creation popup wizard won't have | ||
a default project_id, even if the user has a default team_id with a | ||
default project_id. The reason is this is made with an onchange. | ||
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Bug Tracker | ||
=========== | ||
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Bugs and errors are managed in `issues of GitHub <https://github.com/sygel-technology/REPOSITORY/issues>`_. | ||
In case of problems, please check if your problem has already been | ||
reported. If you are the first to discover it, help us solving it by indicating | ||
a detailed description `here <https://github.com/sygel-technology/REPOSITORY/issues/new>`_. | ||
Bugs are tracked on `GitHub Issues <https://github.com/sygel-technology/sy-crm/issues>`_. | ||
In case of trouble, please check there if your issue has already been reported. | ||
If you spotted it first, help us to smash it by providing a detailed and welcomed | ||
`feedback <https://github.com/sygel-technology/sy-crm/issues/new?body=module:%20crm_assign_project%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. | ||
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Do not contact contributors directly about support or help with technical issues. | ||
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Credits | ||
======= | ||
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Authors | ||
~~~~~~~ | ||
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* Sygel, Odoo Community Association (OCA) | ||
------- | ||
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* Sygel | ||
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Contributors | ||
~~~~~~~~~~~~ | ||
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* Manuel Regidor <manuel.regidor@sygel.es> | ||
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Maintainer | ||
~~~~~~~~~~ | ||
------------ | ||
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This module is maintained by Sygel. | ||
- Harald Panten harald.panten@sygel.es | ||
- Valentin Vinagre valentin.vinagre@sygel.es | ||
- Alberto Martínez alberto.martinez@sygel.es | ||
- Roger Sans roger.sans@sygel.es | ||
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Maintainers | ||
----------- | ||
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This module is part of the `Sygel/REPOSITORY <https://github.com/REPOSITORY/sy-server-backend>`_. | ||
This module is part of the `sygel-technology/sy-crm <https://github.com/sygel-technology/sy-crm/tree/17.0/crm_assign_project>`_ project on GitHub. | ||
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To contribute to this module, please visit https://github.com/sygel-technology. | ||
You are welcome to contribute. |
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---|---|---|
@@ -0,0 +1,5 @@ | ||
To configure this module, you need to: | ||
|
||
1. Go to CRM > Configuration > Sales Teams and select a team. | ||
2. Check the 'Assign Project' checkbox | ||
3. Select a value in 'Automatically Assigned Project' |
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@@ -0,0 +1,4 @@ | ||
- Harald Panten <harald.panten@sygel.es> | ||
- Valentin Vinagre <valentin.vinagre@sygel.es> | ||
- Alberto Martínez <alberto.martinez@sygel.es> | ||
- Roger Sans <roger.sans@sygel.es> |
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Original file line number | Diff line number | Diff line change |
---|---|---|
@@ -0,0 +1 @@ | ||
This module allows to automatically assign a project to a CRM lead when a lead/opportunity is created through an email. |
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Original file line number | Diff line number | Diff line change |
---|---|---|
@@ -0,0 +1 @@ | ||
- Manually created leads with the fast creation popup wizard won't have a default project_id, even if the user has a default team_id with a default project_id. The reason is this is made with an onchange. |
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Original file line number | Diff line number | Diff line change |
---|---|---|
@@ -0,0 +1,4 @@ | ||
To usage this module, you need to: | ||
|
||
1. Create a new Lead, manually or sending a email to an alias, with a Crm Team with a project_id | ||
2. The created lead will have the configured project_id |
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