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.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg | ||
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html | ||
:alt: License: AGPL-3 | ||
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======================= | ||
Manage Customer Claims. | ||
======================= | ||
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This application allows you to track your customers/vendors claims and | ||
grievances. | ||
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It is fully integrated with the email gateway so that you can create | ||
automatically new claims based on incoming emails. | ||
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Usage | ||
===== | ||
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To use this module, you need to: | ||
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.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas | ||
:alt: Try me on Runbot | ||
:target: https://runbot.odoo-community.org/runbot/111/10.0 | ||
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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 smash it by providing detailed and welcomed | ||
feedback. | ||
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Credits | ||
======= | ||
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**This module is a backport from Odoo SA 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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Contributors | ||
------------ | ||
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* Odoo S.A. | ||
* Vicent Cubells <vicent.cubells@tecnativa.com> | ||
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Maintainer | ||
---------- | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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This module is maintained by the OCA. | ||
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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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To contribute to this module, please visit https://odoo-community.org. |
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# -*- coding: utf-8 -*- | ||
# Copyright 2015-2017 Odoo S.A. | ||
# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl). | ||
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from . import models | ||
from . import report |
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# -*- coding: utf-8 -*- | ||
# Copyright 2015-2017 Odoo S.A. | ||
# Copyright 2017 Vicent Cubells <vicent.cubells@tecnativa.com> | ||
# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl). | ||
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{ | ||
'name': 'Claims Management', | ||
'version': '10.0.1.0.0', | ||
'category': 'Customer Relationship Management', | ||
'author': 'Odoo S.A., ' | ||
'Tecnativa, ' | ||
'Odoo Community Association (OCA)', | ||
'license': 'AGPL-3', | ||
'summary': "Track your customers/vendors claims and grievances.", | ||
'depends': [ | ||
'crm', | ||
], | ||
'data': [ | ||
'views/crm_claim_views.xml', | ||
'views/crm_claim_category_views.xml', | ||
'views/crm_claim_stage_views.xml', | ||
'views/res_partner_views.xml', | ||
'views/crm_claim_menu.xml', | ||
'security/ir.model.access.csv', | ||
'report/crm_claim_report_view.xml', | ||
'data/crm_claim_data.xml', | ||
], | ||
'demo': [ | ||
'demo/crm_claim_demo.xml', | ||
], | ||
'installable': True, | ||
} |
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<?xml version="1.0"?> | ||
<odoo noupdate="1"> | ||
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<record model="crm.claim.category" id="categ_claim1"> | ||
<field name="name">Factual Claims</field> | ||
<field name="team_id" ref="sales_team.team_sales_department"/> | ||
</record> | ||
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<record model="crm.claim.category" id="categ_claim2"> | ||
<field name="name">Value Claims</field> | ||
<field name="team_id" ref="sales_team.team_sales_department"/> | ||
</record> | ||
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<record model="crm.claim.category" id="categ_claim3"> | ||
<field name="name">Policy Claims</field> | ||
<field name="team_id" ref="sales_team.team_sales_department"/> | ||
</record> | ||
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<record model="utm.campaign" id="claim_source1"> | ||
<field name="name">Corrective</field> | ||
</record> | ||
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<record model="utm.campaign" id="claim_source2"> | ||
<field name="name">Preventive</field> | ||
</record> | ||
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<record model="crm.claim.stage" id="stage_claim1"> | ||
<field name="name">New</field> | ||
<field name="sequence">1</field> | ||
<field name="case_default" eval="True"/> | ||
</record> | ||
<record model="crm.claim.stage" id="stage_claim5"> | ||
<field name="name">In Progress</field> | ||
<field name="sequence">27</field> | ||
<field name="case_default" eval="True"/> | ||
</record> | ||
<record model="crm.claim.stage" id="stage_claim2"> | ||
<field name="name">Settled</field> | ||
<field name="sequence">28</field> | ||
<field name="case_default" eval="True"/> | ||
</record> | ||
<record model="crm.claim.stage" id="stage_claim3"> | ||
<field name="name">Rejected</field> | ||
<field name="sequence">29</field> | ||
<field name="case_default" eval="True"/> | ||
</record> | ||
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</odoo> |
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<?xml version="1.0"?> | ||
<odoo noupdate="1"> | ||
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<record id="crm_claim_1" model="crm.claim"> | ||
<field eval="time.strftime('%Y-%m-04 10:45:36')" name="date"/> | ||
<field name="partner_id" ref="base.res_partner_3"/> | ||
<field eval=""1"" name="priority"/> | ||
<field name="user_id" ref="base.user_root"/> | ||
<field eval=""Problem with the delivery of goods"" name="name"/> | ||
<field name="team_id" ref="sales_team.team_sales_department"/> | ||
<field name="categ_id" ref="crm_claim.categ_claim1"/> | ||
<field name="stage_id" ref="crm_claim.stage_claim1"/> | ||
<field eval=""(769) 703-274"" name="partner_phone"/> | ||
</record> | ||
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<record id="crm_claim_2" model="crm.claim"> | ||
<field eval="time.strftime('%Y-%m-11 11:19:25')" name="date"/> | ||
<field name="partner_id" ref="base.res_partner_1"/> | ||
<field eval=""0"" name="priority"/> | ||
<field name="user_id" ref="base.user_root"/> | ||
<field eval=""Damaged Products"" name="name"/> | ||
<field name="team_id" ref="sales_team.team_sales_department"/> | ||
<field name="categ_id" ref="crm_claim.categ_claim2"/> | ||
<field name="stage_id" ref="crm_claim.stage_claim5"/> | ||
<field eval=""(956) 293-2595"" name="partner_phone"/> | ||
</record> | ||
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<record id="crm_claim_3" model="crm.claim"> | ||
<field eval="time.strftime('%Y-%m-15 17:44:12')" name="date"/> | ||
<field name="partner_id" ref="base.res_partner_10"/> | ||
<field eval=""2"" name="priority"/> | ||
<field name="user_id" ref="base.user_demo"/> | ||
<field eval=""Document related problems"" name="name"/> | ||
<field name="team_id" ref="sales_team.team_sales_department"/> | ||
<field name="categ_id" ref="crm_claim.categ_claim3"/> | ||
<field name="stage_id" ref="crm_claim.stage_claim2"/> | ||
<field eval=""(079) 681-2139"" name="partner_phone"/> | ||
<field eval=""contact@tecsas.fr"" name="email_from"/> | ||
</record> | ||
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<record id="crm_claim_4" model="crm.claim"> | ||
<field eval="time.strftime('%Y-%m-21 14:10:23')" name="date"/> | ||
<field name="partner_id" ref="base.res_partner_18"/> | ||
<field eval=""1"" name="priority"/> | ||
<field name="user_id" ref="base.user_root"/> | ||
<field eval=""Product quality not maintained"" name="name"/> | ||
<field name="team_id" ref="sales_team.team_sales_department"/> | ||
<field name="categ_id" ref="crm_claim.categ_claim1"/> | ||
<field name="stage_id" ref="crm_claim.stage_claim5"/> | ||
<field eval=""(514) 698-4118"" name="partner_phone"/> | ||
</record> | ||
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<record id="crm_claim_5" model="crm.claim"> | ||
<field eval="time.strftime('%Y-%m-28 16:20:43')" name="date"/> | ||
<field name="partner_id" ref="base.res_partner_3"/> | ||
<field eval=""1"" name="priority"/> | ||
<field name="user_id" ref="base.user_root"/> | ||
<field eval=""Some products missing"" name="name"/> | ||
<field name="team_id" ref="sales_team.team_sales_department"/> | ||
<field name="categ_id" ref="crm_claim.categ_claim3"/> | ||
<field name="stage_id" ref="crm_claim.stage_claim3"/> | ||
<field eval=""(855) 924-4364"" name="partner_phone"/> | ||
</record> | ||
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<record id="crm_claim_6" model="crm.claim"> | ||
<field name="partner_id" ref="base.res_partner_12"/> | ||
<field eval=""1"" name="priority"/> | ||
<field name="user_id" ref="base.user_root"/> | ||
<field eval=""Problem with the delivery of assignments"" name="name"/> | ||
<field name="team_id" ref="sales_team.team_sales_department"/> | ||
<field eval="time.strftime('%Y-%m-28 14:15:30')" name="date"/> | ||
<field name="categ_id" ref="crm_claim.categ_claim1"/> | ||
<field name="stage_id" ref="crm_claim.stage_claim5"/> | ||
<field eval=""(373) 907-1009"" name="partner_phone"/> | ||
<field eval=""info@opensides.be"" name="email_from"/> | ||
</record> | ||
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<record id="crm_claim_7" model="crm.claim"> | ||
<field name="partner_id" ref="base.res_partner_2"/> | ||
<field eval=""1"" name="priority"/> | ||
<field name="user_id" ref="base.user_root"/> | ||
<field eval=""Documents unclear"" name="name"/> | ||
<field name="team_id" ref="sales_team.team_sales_department"/> | ||
<field eval="time.strftime('%Y-%m-19 13:01:05')" name="date"/> | ||
<field name="categ_id" ref="crm_claim.categ_claim3"/> | ||
<field name="stage_id" ref="crm_claim.stage_claim2"/> | ||
<field eval=""(282) 603-7489"" name="partner_phone"/> | ||
</record> | ||
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</odoo> |
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