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Customer & Supplier Relationship Management (crm)¶
| Module: | crm |
|---|---|
| Name: | Customer & Supplier Relationship Management |
| Version: | 5.0.1.0 |
| Author: | Tiny |
| Directory: | crm |
| Web: | http://www.openerp.com |
| Official module: | |
| yes | |
| Quality certified: | |
| yes | |
Description¶
The generic OpenERP Customer Relationship Management
system enables a group of people to intelligently and efficiently manage
leads, opportunities, tasks, issues, requests, bugs, campaign, claims, etc.
It manages key tasks such as communication, identification, prioritization,
assignment, resolution and notification.
OpenERP ensures that all cases are successfully tracked by users, customers and
suppliers. It can automatically send reminders, escalate the request, trigger
specific methods and lots of others actions based on your enterprise own rules.
The greatest thing about this system is that users don't need to do anything
special. They can just send email to the request tracker. OpenERP will take
care of thanking them for their message, automatically routing it to the
appropriate staff, and making sure all future correspondence gets to the right
place.
The CRM module has a email gateway for the synchronisation interface
between mails and OpenERP.
Dependencies¶
- base
Reports¶
- Business Opportunities
Views¶
- res.partner.events.form (tree)
- crm.case.section.form (form)
- crm.case.section.tree (tree)
- crm.case.categ.form (form)
- crm.case.categ.tree (tree)
- crm.case.rule.form (form)
- crm.case.rule.tree (tree)
- crm.case.log.tree (tree)
- crm.case.history.tree (tree)
- crm.case.calendar (calendar)
- crm.case.tree (tree)
- crm.case.form (form)
- crm.case.history.form (form)
- crm.segmentation.line.tree (tree)
- crm.segmentation.line.form (form)
- crm.segmentation.form (form)
- crm.segmentation.tree (tree)
Objects¶
Object: Case Section (crm.case.section)¶
| code: | Section Code, char |
|---|---|
| user_id: | Responsible User, many2one |
| name: | Case Section, char, required |
| sequence: | Sequence, integer |
| child_ids: | Child Sections, one2many |
| parent_id: | Parent Section, many2one |
| reply_to: | Reply-To, char The email address put in the ‘Reply-To’ of all emails sent by OpenERP about cases in this section |
| allow_unlink: | Allow Delete, boolean Allows to delete non draft cases |
| active: | Active, boolean |
Object: Category of case (crm.case.categ)¶
| name: | Case Category Name, char, required |
|---|---|
| probability: | Probability (%), float, required |
| section_id: | Case Section, many2one |
Object: Case Rule (crm.case.rule)¶
| trg_categ_id: | Category, many2one |
|---|---|
| trg_section_id: | Section, many2one |
| sequence: | Sequence, integer |
| act_remind_partner: | |
Remind Partner, boolean Check this if you want the rule to send a reminder by email to the partner. |
|
| trg_max_history: | |
Maximum Communication History, integer |
|
| trg_date_range_type: | |
Delay type, selection |
|
| act_section_id: | Set section to, many2one |
| trg_date_range: | Delay after trigger date, integer |
| act_remind_user: | |
Remind responsible, boolean Check this if you want the rule to send a reminder by email to the user. |
|
| trg_priority_from: | |
Minimum Priority, selection |
|
| trg_date_type: | Trigger Date, selection |
| act_method: | Call Object Method, char |
| act_email_cc: | Add watchers (Cc), char These people will receive a copy of the future communication between partner and users by email |
| act_priority: | Set priority to, selection |
| trg_state_to: | Button Pressed, selection |
| act_mail_to_email: | |
Mail to these emails, char |
|
| act_remind_attach: | |
Remind with attachment, boolean Check this if you want that all documents attached to the case be attached to the reminder email sent. |
|
| trg_user_id: | Responsible, many2one |
| act_state: | Set state to, selection |
| act_mail_to_partner: | |
Mail to partner, boolean |
|
| trg_priority_to: | |
Maximum Priority, selection |
|
| active: | Active, boolean |
| act_mail_to_watchers: | |
Mail to watchers (Cc), boolean |
|
| name: | Rule Name, char, required |
| trg_state_from: | Case State, selection |
| act_user_id: | Set responsible to, many2one |
| act_mail_to_user: | |
Mail to responsible, boolean |
|
| trg_partner_id: | Partner, many2one |
| trg_partner_categ_id: | |
Partner Category, many2one |
|
| act_mail_body: | Mail body, text |
Object: Case (crm.case)¶
| date_closed: | Closed, datetime, readonly |
|---|---|
| history_line: | Communication, one2many, readonly |
| create_date: | Created, datetime, readonly |
| probability: | Probability (%), float |
| canal_id: | Channel, many2one |
| partner_address_id: | |
| Partner Contact, many2one | |
| som: | State of Mind, many2one |
| date: | Date, datetime |
| planned_revenue: | |
| Planned Revenue, float | |
| id: | ID, integer, readonly |
| date_action_next: | |
| Next Action, datetime, readonly | |
| user_id: | Responsible, many2one |
| partner_id: | Partner, many2one |
| priority: | Priority, selection |
| state: | Status, selection, readonly |
| email_cc: | Watchers Emails, char |
| ref: | Reference, reference |
| log_ids: | Logs History, one2many, readonly |
| description: | Your action, text |
| date_action_last: | |
| Last Action, datetime, readonly | |
| planned_cost: | Planned Costs, float |
| ref2: | Reference 2, reference |
| section_id: | Section, many2one, required |
| active: | Active, boolean |
| categ_id: | Category, many2one |
| name: | Description, char, required |
| date_deadline: | Deadline, datetime |
| email_last: | Latest E-Mail, text, readonly |
| email_from: | Partner Email, char |
Object: Case Communication History (crm.case.log)¶
| user_id: | User Responsible, many2one, readonly |
|---|---|
| name: | Action, char |
| canal_id: | Channel, many2one |
| som: | State of Mind, many2one |
| section_id: | Section, many2one |
| case_id: | Case, many2one, required |
| date: | Date, datetime |
Object: Case history (crm.case.history)¶
| description: | Description, text |
|---|---|
| canal_id: | Channel, many2one |
| som: | State of Mind, many2one |
| section_id: | Section, many2one |
| date: | Date, datetime |
| user_id: | User Responsible, many2one, readonly |
| name: | Action, char |
| log_id: | Log, many2one |
| note: | Description, text, readonly |
| case_id: | Case, many2one, required |
| email: | Email, char |
Object: Partner Segmentation (crm.segmentation)¶
| description: | Description, text |
|---|---|
| som_interval_max: | |
Max Interval, integer The computation is made on all events that occurred during this interval, the past X periods. |
|
| partner_id: | Max Partner ID processed, integer |
| som_interval_default: | |
Default (0=None), float Default state of mind for period preceding the ‘Max Interval’ computation. This is the starting state of mind by default if the partner has no event. |
|
| segmentation_line: | |
Criteria, one2many, required |
|
| som_interval_decrease: | |
Decrease (0>1), float If the partner has not purchased (or bought) during a period, decrease the state of mind by this factor. It’s a multiplication |
|
| state: | Execution Status, selection, readonly |
| sales_purchase_active: | |
Use The Sales Purchase Rules, boolean Check if you want to use this tab as part of the segmentation rule. If not checked, the criteria beneath will be ignored |
|
| exclusif: | Exclusive, boolean Check if the category is limited to partners that match the segmentation criteria. If checked, remove the category from partners that doesn’t match segmentation criteria |
| categ_id: | Partner Category, many2one, required The partner category that will be added to partners that match the segmentation criteria after computation. |
| som_interval: | Days per Periode, integer A period is the average number of days between two cycle of sale or purchase for this segmentation. It’s mainly used to detect if a partner has not purchased or bought for too long a time, so we suppose that their state of mind has changed because they probably bought goods from another supplier. Use this functionality for recurring businesses. |
| name: | Name, char, required The name of the segmentation. |
Object: Segmentation line (crm.segmentation.line)¶
| expr_operator: | Operator, selection, required |
|---|---|
| expr_value: | Value, float, required |
| expr_name: | Control Variable, selection, required |
| segmentation_id: | |
| Segmentation, many2one | |
| operator: | Mandatory / Optional, selection, required |
| name: | Rule Name, char, required |