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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: crm.menu.config_wizard (crm.menu.config_wizard)

jobs:Jobs Hiring Process, boolean
Help you to organise the jobs hiring process: evaluation, meetings, email integration...
name:Name, char
lead:Leads, boolean
Allows you to track and manage leads which are pre-sales requests or contacts, the very first contact with a customer request.
document_ics:Shared Calendar, boolean
Will allow you to synchronise your OpenERP calendars with your phone, outlook, Sunbird, ical, ...
helpdesk:Helpdesk, boolean
Manages an Helpdesk service.
phonecall:Phone Calls, boolean
Help you to encode the result of a phone call or to plan a list of phone calls to process.
bugs:Bug Tracking, boolean
Used by companies to track bugs and support requests on software
fund:Fund Raising Operations, boolean
This may help associations in their fund raising process and tracking.
meeting:Calendar of Meetings, boolean
Manages the calendar of meetings of the users.
claims:Claims, boolean
Manages the supplier and customers claims, including your corrective or preventive actions.
opportunity:Business Opportunities, boolean
Tracks identified business opportunities for your sales pipeline.

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
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