CRM Fucntionnal Improvement Trunk
We need two menus:
- incoming phone calls
- outgoing phone calls
We should improve the way phone calls are managed. It should be very fast to encode new incoming phone calls. In some companies, every phone calls arrive to the front desk. The front desk has to encode the phone call very quickly and generate another case based on this phone call (helpdesk, support request, business opportunities, ...)
So, the incoming phone call menu should be in an editable list, having the following fields in the list:
- date
- name (String=Call Summary)
- partner
- contact
- case_id (related case)
[button string=
[button string="Meeting"] -> schedule a meeting wizard
[button string="Assign"] -> create a generic wizard to create a case and assign to someone (*)
(*) Develop a generic wizard to create a related case. Add this wizard in all forms, at the right of the case_id field. When you click on this button, it opens a popup (osv_memory) and asks for two fields:
- section_id (widget=selection): section
- user_id : responsible
It create the case (by duplication) and set section_id and user_id and set this current case as done and assign the case_id field to the newly created case.
In the opportunity form, replace the "id" field by the "Related Case" field.
In the meeting and in the phone call form, remove the tab "History" and "Emails"
On an helpdesk request form, add the case_id field, after the priority. Review the header to use a <group colspan="4" col="6"/> and all fields in two lines. Add the Events tab in the "Helpdesk / Support" form, like in the business opportunities.
Add the Events tab in the "Bugs" form, like in the business opportunities. Put the partner email field after the partner_id one.
At the place of the partner_email, put the case_id field.
In the generic tree view of cases, put the section_id field in the tree view.
Blueprint information
- Status:
- Complete
- Approver:
- None
- Priority:
- Undefined
- Drafter:
- None
- Direction:
- Needs approval
- Assignee:
- None
- Definition:
- Approved
- Series goal:
- None
- Implementation:
- Implemented
- Milestone target:
- None
- Started by
- Fabien (Open ERP)
- Completed by
- Fabien (Open ERP)