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============ | ||
Lead to Task | ||
============ | ||
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.. | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! source digest: sha256:d37692681d61e4a9f79a51db35ea78cb23c5312f2cf87c23a0c53c5aacdae111 | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |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-LGPL--3-blue.png | ||
:target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html | ||
:alt: License: LGPL-3 | ||
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github | ||
:target: https://github.com/OCA/crm/tree/15.0/crm_project | ||
:alt: OCA/crm | ||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
:target: https://translation.odoo-community.org/projects/crm-15-0/crm-15-0-crm_project | ||
:alt: Translate me on Weblate | ||
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png | ||
:target: https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=15.0 | ||
:alt: Try me on Runboat | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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This module allows to convert leads/opportunities to tasks. | ||
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**DISCLAIMER:** This module is a forward-port of a module from Odoo S.A. and as | ||
such, it is not included in the OCA CLA. That means we do not have a copy of the | ||
copyright on it like all other OCA modules. | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Configuration | ||
============= | ||
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#. You need to have at least "Project User" and "Salesman" permissions to be | ||
able to convert leads to tasks. | ||
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Usage | ||
===== | ||
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#. Go to *CRM > Sales > My pipeline*. | ||
#. Open one of the existing leads or create one. | ||
#. Click on the button "Convert to Task". | ||
#. A popup will appear asking you for a possible project for the task. | ||
#. Click on "Create Task" button. | ||
#. You will be redirected to the recently created task, that contains all the | ||
information from the lead, including attachments and messages. | ||
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Bug Tracker | ||
=========== | ||
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/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/OCA/crm/issues/new?body=module:%20crm_project%0Aversion:%2015.0%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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* Odoo S.A. | ||
* Tecnativa | ||
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Contributors | ||
~~~~~~~~~~~~ | ||
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* `Tecnativa <https://www.tecnativa.com>`__: | ||
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* Pedro M. Baeza | ||
* Ruchir Shukla <ruchir@bizzappdev.com> | ||
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Maintainers | ||
~~~~~~~~~~~ | ||
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This module is maintained by the OCA. | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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OCA, or the Odoo Community Association, is a nonprofit organization whose | ||
mission is to support the collaborative development of Odoo features and | ||
promote its widespread use. | ||
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This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/15.0/crm_project>`_ project on GitHub. | ||
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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# License LGPL-3 - See https://www.gnu.org/licenses/lgpl-3.0.html | ||
from . import wizard |
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# Copyright 2010-2020 Odoo S. A. | ||
# Copyright 2021 Tecnativa - Pedro M. Baeza | ||
# Copyright 2023 Tecnativa - Carolina Fernandez | ||
# License LGPL-3 - See https://www.gnu.org/licenses/lgpl-3.0.html | ||
{ | ||
"name": "Lead to Task", | ||
"summary": "Create Tasks from Leads/Opportunities", | ||
"sequence": "19", | ||
"category": "Project", | ||
"complexity": "easy", | ||
"author": "Odoo S.A., Odoo Community Association (OCA), Tecnativa", | ||
"website": "https://github.com/OCA/crm", | ||
"depends": ["crm", "project"], | ||
"version": "16.0.1.0.0", | ||
"license": "LGPL-3", | ||
"installable": True, | ||
"data": [ | ||
"security/ir.model.access.csv", | ||
"wizard/crm_lead_convert2task_views.xml", | ||
"views/crm_lead_views.xml", | ||
], | ||
} |
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# Translation of Odoo Server. | ||
# This file contains the translation of the following modules: | ||
# * crm_project | ||
# | ||
# Translators: | ||
# Martin Trigaux <mat@odoo.com>, 2017 | ||
msgid "" | ||
msgstr "" | ||
"Project-Id-Version: Odoo Server 10.saas~18\n" | ||
"Report-Msgid-Bugs-To: \n" | ||
"POT-Creation-Date: 2017-09-20 09:52+0000\n" | ||
"PO-Revision-Date: 2017-09-20 09:52+0000\n" | ||
"Last-Translator: Martin Trigaux <mat@odoo.com>, 2017\n" | ||
"Language-Team: Afrikaans (https://www.transifex.com/odoo/teams/41243/af/)\n" | ||
"Language: af\n" | ||
"MIME-Version: 1.0\n" | ||
"Content-Type: text/plain; charset=UTF-8\n" | ||
"Content-Transfer-Encoding: \n" | ||
"Plural-Forms: nplurals=2; plural=(n != 1);\n" | ||
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#. module: crm_project | ||
#: model_terms:ir.ui.view,arch_db:crm_project.crm_lead_convert2task_view_form | ||
msgid "Cancel" | ||
msgstr "Kanselleer" | ||
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#. module: crm_project | ||
#: model:ir.actions.act_window,name:crm_project.crm_lead_convert2task_action | ||
#: model_terms:ir.ui.view,arch_db:crm_project.crm_lead_convert2task_view_form | ||
#: model_terms:ir.ui.view,arch_db:crm_project.crm_lead_view_form | ||
msgid "Convert to Task" | ||
msgstr "" | ||
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#. module: crm_project | ||
#: model_terms:ir.ui.view,arch_db:crm_project.crm_lead_convert2task_view_form | ||
msgid "Create Task" | ||
msgstr "" | ||
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#. module: crm_project | ||
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task__create_uid | ||
msgid "Created by" | ||
msgstr "Geskep deur" | ||
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#. module: crm_project | ||
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task__create_date | ||
msgid "Created on" | ||
msgstr "Geskep op" | ||
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#. module: crm_project | ||
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task__partner_id | ||
msgid "Customer" | ||
msgstr "" | ||
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#. module: crm_project | ||
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task__display_name | ||
msgid "Display Name" | ||
msgstr "Vertoningsnaam" | ||
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#. module: crm_project | ||
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task__id | ||
msgid "ID" | ||
msgstr "ID" | ||
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#. module: crm_project | ||
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task____last_update | ||
msgid "Last Modified on" | ||
msgstr "Laas Gewysig op" | ||
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#. module: crm_project | ||
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task__write_uid | ||
msgid "Last Updated by" | ||
msgstr "Laas Opgedateer deur" | ||
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#. module: crm_project | ||
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task__write_date | ||
msgid "Last Updated on" | ||
msgstr "Laas Opgedateer op" | ||
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#. module: crm_project | ||
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task__lead_id | ||
msgid "Lead" | ||
msgstr "" | ||
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#. module: crm_project | ||
#: model:ir.model,name:crm_project.model_crm_lead_convert2task | ||
msgid "Lead convert to Task" | ||
msgstr "" | ||
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#. module: crm_project | ||
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task__project_id | ||
msgid "Project" | ||
msgstr "" | ||
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#. module: crm_project | ||
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task__action | ||
msgid "Related Customer" | ||
msgstr "" |
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# Translation of Odoo Server. | ||
# This file contains the translation of the following modules: | ||
# * crm_project | ||
# | ||
# Translators: | ||
# Martin Trigaux <mat@odoo.com>, 2017 | ||
msgid "" | ||
msgstr "" | ||
"Project-Id-Version: Odoo Server 10.saas~18\n" | ||
"Report-Msgid-Bugs-To: \n" | ||
"POT-Creation-Date: 2017-09-20 09:52+0000\n" | ||
"PO-Revision-Date: 2017-09-20 09:52+0000\n" | ||
"Last-Translator: Martin Trigaux <mat@odoo.com>, 2017\n" | ||
"Language-Team: Amharic (https://www.transifex.com/odoo/teams/41243/am/)\n" | ||
"Language: am\n" | ||
"MIME-Version: 1.0\n" | ||
"Content-Type: text/plain; charset=UTF-8\n" | ||
"Content-Transfer-Encoding: \n" | ||
"Plural-Forms: nplurals=2; plural=(n > 1);\n" | ||
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#. module: crm_project | ||
#: model_terms:ir.ui.view,arch_db:crm_project.crm_lead_convert2task_view_form | ||
msgid "Cancel" | ||
msgstr "መሰረዝ" | ||
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#. module: crm_project | ||
#: model:ir.actions.act_window,name:crm_project.crm_lead_convert2task_action | ||
#: model_terms:ir.ui.view,arch_db:crm_project.crm_lead_convert2task_view_form | ||
#: model_terms:ir.ui.view,arch_db:crm_project.crm_lead_view_form | ||
msgid "Convert to Task" | ||
msgstr "" | ||
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#. module: crm_project | ||
#: model_terms:ir.ui.view,arch_db:crm_project.crm_lead_convert2task_view_form | ||
msgid "Create Task" | ||
msgstr "" | ||
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#. module: crm_project | ||
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task__create_uid | ||
msgid "Created by" | ||
msgstr "" | ||
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#. module: crm_project | ||
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task__create_date | ||
msgid "Created on" | ||
msgstr "" | ||
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#. module: crm_project | ||
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task__partner_id | ||
msgid "Customer" | ||
msgstr "" | ||
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#. module: crm_project | ||
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task__display_name | ||
msgid "Display Name" | ||
msgstr "" | ||
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#. module: crm_project | ||
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task__id | ||
msgid "ID" | ||
msgstr "" | ||
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#. module: crm_project | ||
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task____last_update | ||
msgid "Last Modified on" | ||
msgstr "" | ||
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#. module: crm_project | ||
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task__write_uid | ||
msgid "Last Updated by" | ||
msgstr "" | ||
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#. module: crm_project | ||
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task__write_date | ||
msgid "Last Updated on" | ||
msgstr "" | ||
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#. module: crm_project | ||
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task__lead_id | ||
msgid "Lead" | ||
msgstr "" | ||
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#. module: crm_project | ||
#: model:ir.model,name:crm_project.model_crm_lead_convert2task | ||
msgid "Lead convert to Task" | ||
msgstr "" | ||
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#. module: crm_project | ||
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task__project_id | ||
msgid "Project" | ||
msgstr "" | ||
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#. module: crm_project | ||
#: model:ir.model.fields,field_description:crm_project.field_crm_lead_convert2task__action | ||
msgid "Related Customer" | ||
msgstr "" |
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