Tip
This module is part of the OpenERP software, the leading Open Source enterprise management system. If you want to discover OpenERP, check our screencasts or download OpenERP directly.
Customer Relationship Management (crm_configuration)¶
Module: | crm_configuration |
---|---|
Name: | Customer Relationship Management |
Version: | 5.0.1.0 |
Author: | Tiny |
Directory: | crm_configuration |
Web: | http://www.openerp.com |
Official module: | |
yes | |
Quality certified: | |
yes |
Description¶
The OpenERP case and request tracker enables a group of
people to intelligently and efficiently manage tasks, issues,
and requests. It manages key tasks such as communication,
identification, prioritization, assignment, resolution and notification.
This module provide screens like: jobs hiring process, leads, business
opportunities, fund raising tracking, support & helpdesk, calendar of
meetings, eso.
Dependencies¶
crm
report_crm
process
Reports¶
None
Views¶
- Configure Menu for Sections (form)
- CRM -Graph (graph)
- crm.case.stage.tree (tree)
- crm.case.stage.form (form)
- CRM - Bug Tracker Form (form)
- CRM - Bug Tracker Tree (tree)
- CRM - Bug Tracker Calendar (calendar)
- CRM - Jobs Requests Tree (tree)
- CRM - Jobs Requests Form (form)
- CRM - Jobs Requests Calendar (calendar)
- CRM - Leads Form (form)
- CRM - Leads Tree (tree)
- CRM - Leads Calendar (calendar)
- CRM - Meetings Form (form)
- CRM - Meetings Tree (tree)
- CRM - Meetings Calendar (calendar)
- CRM - Opportunities Form (form)
- CRM - Opportunities Tree (tree)
- CRM - Opportunities Calendar (calendar)
- CRM - Funds Tree (tree)
- CRM - Funds Form (form)
- CRM - Funds Calendar (calendar)
- CRM - Funds Graph (graph)
- CRM - Claims Tree (tree)
- CRM - Claims Form (form)
- CRM - Claims Calendar (calendar)
- CRM - Phone Calls Tree (tree)
- CRM - Phone Call Form (form)
- CRM - Phone Calls Calendar (calendar)
- CRM Report - Sections and Type(Tree) (tree)
- CRM Report - Sections and Type(Form) (form)
- CRM Report - Sections and Type(Graph) (graph)
- CRM Report - Sections and Stage(Tree) (tree)
- CRM Report - Sections and Stage(Form) (form)
- CRM Report - Sections and Stage(Graph) (graph)
- CRM Report - Section, Category and Stage(Tree) (tree)
- CRM Report - Section, Category and Stage(Form) (form)
- CRM Report - Section, Category and Type(Tree) (tree)
- CRM Report - Section, Category and Type(Form) (form)
Objects¶
Object: Category2 of case (crm.case.category2)¶
name: | Case Category2 Name, char, required |
---|
section_id: | Case Section, many2one |
---|
Object: Stage of case (crm.case.stage)¶
sequence: | Sequence, integer |
---|
section_id: | Case Section, many2one |
---|
name: | Stage Name, char, required |
---|
Object: Cases by section and category2 (report.crm.case.section.categ2)¶
stage_id: | Stage, many2one, readonly |
---|
user_id: | User, many2one, readonly |
---|
name: | Month, date, readonly |
---|
nbr: | # of Cases, integer, readonly |
---|
section_id: | Section, many2one, readonly |
---|
state: | State, selection, readonly |
---|
amount_revenue: | Est.Revenue, float, readonly |
---|
category2_id: | Type, many2one, readonly |
---|
delay_close: | Delay Close, char, readonly |
---|
Object: Cases by section and stage (report.crm.case.section.stage)¶
stage_id: | Stage, many2one, readonly |
---|
user_id: | User, many2one, readonly |
---|
name: | Month, date, readonly |
---|
nbr: | # of Cases, integer, readonly |
---|
section_id: | Section, many2one, readonly |
---|
state: | State, selection, readonly |
---|
amount_revenue: | Est.Revenue, float, readonly |
---|
delay_close: | Delay Close, char, readonly |
---|
categ_id: | Category, many2one, readonly |
---|
Object: Cases by section, Category and stage (report.crm.case.section.categ.stage)¶
stage_id: | Stage, many2one, readonly |
---|
user_id: | User, many2one, readonly |
---|
name: | Month, date, readonly |
---|
nbr: | # of Cases, integer, readonly |
---|
section_id: | Section, many2one, readonly |
---|
state: | State, selection, readonly |
---|
delay_close: | Delay Close, char, readonly |
---|
categ_id: | Category, many2one, readonly |
---|
Object: Cases by section, Category and Category2 (report.crm.case.section.categ.categ2)¶
stage_id: | Stage, many2one, readonly |
---|
user_id: | User, many2one, readonly |
---|
name: | Month, date, readonly |
---|
nbr: | # of Cases, integer, readonly |
---|
section_id: | Section, many2one, readonly |
---|
state: | State, selection, readonly |
---|
category2_id: | Type, many2one, readonly |
---|
delay_close: | Delay Close, char, readonly |
---|
categ_id: | Category, many2one, readonly |
---|