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=========================== | ||
Tracking Fields in Partners | ||
=========================== | ||
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.. | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! source digest: sha256:8c7944e9cbd4ae7af3477648c31f4c5fe81bd9f68d7fcd6a7853528edec60887 | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |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-AGPL--3-blue.png | ||
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html | ||
:alt: License: AGPL-3 | ||
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github | ||
:target: https://github.com/OCA/crm/tree/17.0/marketing_crm_partner | ||
:alt: OCA/crm | ||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
:target: https://translation.odoo-community.org/projects/crm-17-0/crm-17-0-marketing_crm_partner | ||
: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=17.0 | ||
:alt: Try me on Runboat | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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This module extends the functionality of the CRM to support having the | ||
tracking fields available in the partner and copy them there | ||
automatically when the partner is created from a lead/opportunity. | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Usage | ||
===== | ||
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To use this module, here are the steps: | ||
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1. If you don't have the "Leads" tab at the top menu in the crm app, go | ||
to **Settings > CRM** and check the box **Leads**. |crm settings| | ||
2. Go to **CRM > Leads > Create**. | ||
3. Fill the required fields. | ||
4. Go to **Extra Info > Marketing** and fill those fields: |lead view| | ||
5. **Save**. | ||
6. Click **Convert to Opportunity**. | ||
7. Choose the option **Customer > Create a new customer**. | ||
8. Click **Create Opportunity**. |choose customer| | ||
9. Click on the name of the newly linked partner. |new linked partner| | ||
10. Go to tab **Sales & Purchases**. | ||
11. There you have the new fulfilled fields in the marketing section. | ||
|partner marketing| | ||
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.. |crm settings| image:: https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/crm_settings.png | ||
.. |lead view| image:: https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/lead_marketing.png | ||
.. |choose customer| image:: https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/convert_to_opportunity.png | ||
.. |new linked partner| image:: https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/new_linked_partner.png | ||
.. |partner marketing| image:: https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/marketing_fields.png | ||
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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:%20marketing_crm_partner%0Aversion:%2017.0%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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* Tecnativa | ||
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Contributors | ||
------------ | ||
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- `Tecnativa <https://www.tecnativa.com>`__: | ||
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- Rafael Blasco <rafael.blasco@tecnativa.com> | ||
- Jairo Llopis <jairo.llopis@tecnativa.com> | ||
- Vicent Cubells <vicent.cubells@tecnativa.com> | ||
- David Vidal <david.vidal@tecnativa.com> | ||
- Cristina Martin R. <cristina.martin@tecnativa.com> | ||
- Marcel Savegnago <marcel.savegnago@escodoo.com.br> | ||
- Ahmet Yiğit Budak <yigit@altinkaya.com.tr> | ||
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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/17.0/marketing_crm_partner>`_ 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 AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html). | ||
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from . import models |
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# Copyright 2016 Tecnativa S.L. - Jairo Llopis | ||
# Copyright 2016 Tecnativa S.L. - Vicent Cubells | ||
# Copyright 2017 Tecnativa S.L. - David Vidal | ||
# Copyright 2018 Tecnativa S.L. - Cristina Martin R. | ||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html). | ||
{ | ||
"name": "Tracking Fields in Partners", | ||
"summary": "Copy tracking fields from leads to partners", | ||
"version": "17.0.1.0.0", | ||
"category": "Marketing", | ||
"website": "https://github.com/OCA/crm", | ||
"author": "Tecnativa, Odoo Community Association (OCA)", | ||
"license": "AGPL-3", | ||
"application": False, | ||
"installable": True, | ||
"depends": ["crm"], | ||
"data": ["views/res_partner_view.xml"], | ||
} |
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# Translation of Odoo Server. | ||
# This file contains the translation of the following modules: | ||
# * marketing_crm_partner | ||
# | ||
# Translators: | ||
# Mike T <miket@clearict.com>, 2016 | ||
msgid "" | ||
msgstr "" | ||
"Project-Id-Version: Odoo Server 9.0c\n" | ||
"Report-Msgid-Bugs-To: \n" | ||
"POT-Creation-Date: 2016-11-26 03:41+0000\n" | ||
"PO-Revision-Date: 2016-11-26 03:41+0000\n" | ||
"Last-Translator: Mike T <miket@clearict.com>, 2016\n" | ||
"Language-Team: Amharic (https://www.transifex.com/oca/teams/23907/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: marketing_crm_partner | ||
#: model:ir.model.fields,field_description:marketing_crm_partner.field_res_partner__campaign_id | ||
#: model_terms:ir.ui.view,arch_db:marketing_crm_partner.view_res_partner_filter | ||
msgid "Campaign" | ||
msgstr "" | ||
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#. module: marketing_crm_partner | ||
#: model:ir.model,name:marketing_crm_partner.model_res_partner | ||
msgid "Contact" | ||
msgstr "" | ||
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#. module: marketing_crm_partner | ||
#: model:ir.model,name:marketing_crm_partner.model_crm_lead | ||
msgid "Lead/Opportunity" | ||
msgstr "" | ||
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#. module: marketing_crm_partner | ||
#: model_terms:ir.ui.view,arch_db:marketing_crm_partner.view_partner_form | ||
msgid "Marketing" | ||
msgstr "" | ||
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#. module: marketing_crm_partner | ||
#: model:ir.model.fields,field_description:marketing_crm_partner.field_res_partner__medium_id | ||
#: model_terms:ir.ui.view,arch_db:marketing_crm_partner.view_res_partner_filter | ||
msgid "Medium" | ||
msgstr "" | ||
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#. module: marketing_crm_partner | ||
#: model:ir.model.fields,field_description:marketing_crm_partner.field_res_partner__source_id | ||
#: model_terms:ir.ui.view,arch_db:marketing_crm_partner.view_res_partner_filter | ||
msgid "Source" | ||
msgstr "" | ||
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#. module: marketing_crm_partner | ||
#: model:ir.model.fields,help:marketing_crm_partner.field_res_partner__campaign_id | ||
msgid "" | ||
"This is a name that helps you keep track of your different campaign efforts, " | ||
"e.g. Fall_Drive, Christmas_Special" | ||
msgstr "" | ||
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#. module: marketing_crm_partner | ||
#: model:ir.model.fields,help:marketing_crm_partner.field_res_partner__medium_id | ||
msgid "This is the method of delivery, e.g. Postcard, Email, or Banner Ad" | ||
msgstr "" | ||
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#. module: marketing_crm_partner | ||
#: model:ir.model.fields,help:marketing_crm_partner.field_res_partner__source_id | ||
msgid "" | ||
"This is the source of the link, e.g. Search Engine, another domain, or name " | ||
"of email list" | ||
msgstr "" | ||
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#~ msgid "Partner" | ||
#~ msgstr "ተባባሪ" |
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# Translation of Odoo Server. | ||
# This file contains the translation of the following modules: | ||
# * marketing_crm_partner | ||
# | ||
# Translators: | ||
# OCA Transbot <transbot@odoo-community.org>, 2016 | ||
msgid "" | ||
msgstr "" | ||
"Project-Id-Version: Odoo Server 9.0c\n" | ||
"Report-Msgid-Bugs-To: \n" | ||
"POT-Creation-Date: 2016-11-26 03:41+0000\n" | ||
"PO-Revision-Date: 2016-11-26 03:41+0000\n" | ||
"Last-Translator: OCA Transbot <transbot@odoo-community.org>, 2016\n" | ||
"Language-Team: Arabic (https://www.transifex.com/oca/teams/23907/ar/)\n" | ||
"Language: ar\n" | ||
"MIME-Version: 1.0\n" | ||
"Content-Type: text/plain; charset=UTF-8\n" | ||
"Content-Transfer-Encoding: \n" | ||
"Plural-Forms: nplurals=6; plural=n==0 ? 0 : n==1 ? 1 : n==2 ? 2 : n%100>=3 " | ||
"&& n%100<=10 ? 3 : n%100>=11 && n%100<=99 ? 4 : 5;\n" | ||
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#. module: marketing_crm_partner | ||
#: model:ir.model.fields,field_description:marketing_crm_partner.field_res_partner__campaign_id | ||
#: model_terms:ir.ui.view,arch_db:marketing_crm_partner.view_res_partner_filter | ||
msgid "Campaign" | ||
msgstr "" | ||
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#. module: marketing_crm_partner | ||
#: model:ir.model,name:marketing_crm_partner.model_res_partner | ||
msgid "Contact" | ||
msgstr "" | ||
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#. module: marketing_crm_partner | ||
#: model:ir.model,name:marketing_crm_partner.model_crm_lead | ||
msgid "Lead/Opportunity" | ||
msgstr "" | ||
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#. module: marketing_crm_partner | ||
#: model_terms:ir.ui.view,arch_db:marketing_crm_partner.view_partner_form | ||
msgid "Marketing" | ||
msgstr "" | ||
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#. module: marketing_crm_partner | ||
#: model:ir.model.fields,field_description:marketing_crm_partner.field_res_partner__medium_id | ||
#: model_terms:ir.ui.view,arch_db:marketing_crm_partner.view_res_partner_filter | ||
msgid "Medium" | ||
msgstr "متوسط" | ||
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#. module: marketing_crm_partner | ||
#: model:ir.model.fields,field_description:marketing_crm_partner.field_res_partner__source_id | ||
#: model_terms:ir.ui.view,arch_db:marketing_crm_partner.view_res_partner_filter | ||
msgid "Source" | ||
msgstr "" | ||
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#. module: marketing_crm_partner | ||
#: model:ir.model.fields,help:marketing_crm_partner.field_res_partner__campaign_id | ||
msgid "" | ||
"This is a name that helps you keep track of your different campaign efforts, " | ||
"e.g. Fall_Drive, Christmas_Special" | ||
msgstr "" | ||
|
||
#. module: marketing_crm_partner | ||
#: model:ir.model.fields,help:marketing_crm_partner.field_res_partner__medium_id | ||
msgid "This is the method of delivery, e.g. Postcard, Email, or Banner Ad" | ||
msgstr "" | ||
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||
#. module: marketing_crm_partner | ||
#: model:ir.model.fields,help:marketing_crm_partner.field_res_partner__source_id | ||
msgid "" | ||
"This is the source of the link, e.g. Search Engine, another domain, or name " | ||
"of email list" | ||
msgstr "" | ||
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#~ msgid "Partner" | ||
#~ msgstr "الشريك" |
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# Translation of Odoo Server. | ||
# This file contains the translation of the following modules: | ||
# * marketing_crm_partner | ||
# | ||
# Translators: | ||
# OCA Transbot <transbot@odoo-community.org>, 2017 | ||
msgid "" | ||
msgstr "" | ||
"Project-Id-Version: Odoo Server 10.0\n" | ||
"Report-Msgid-Bugs-To: \n" | ||
"POT-Creation-Date: 2017-12-04 15:47+0000\n" | ||
"PO-Revision-Date: 2017-12-04 15:47+0000\n" | ||
"Last-Translator: OCA Transbot <transbot@odoo-community.org>, 2017\n" | ||
"Language-Team: Bulgarian (https://www.transifex.com/oca/teams/23907/bg/)\n" | ||
"Language: bg\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" | ||
|
||
#. module: marketing_crm_partner | ||
#: model:ir.model.fields,field_description:marketing_crm_partner.field_res_partner__campaign_id | ||
#: model_terms:ir.ui.view,arch_db:marketing_crm_partner.view_res_partner_filter | ||
msgid "Campaign" | ||
msgstr "" | ||
|
||
#. module: marketing_crm_partner | ||
#: model:ir.model,name:marketing_crm_partner.model_res_partner | ||
msgid "Contact" | ||
msgstr "" | ||
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#. module: marketing_crm_partner | ||
#: model:ir.model,name:marketing_crm_partner.model_crm_lead | ||
msgid "Lead/Opportunity" | ||
msgstr "Следа/Възможност" | ||
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#. module: marketing_crm_partner | ||
#: model_terms:ir.ui.view,arch_db:marketing_crm_partner.view_partner_form | ||
msgid "Marketing" | ||
msgstr "" | ||
|
||
#. module: marketing_crm_partner | ||
#: model:ir.model.fields,field_description:marketing_crm_partner.field_res_partner__medium_id | ||
#: model_terms:ir.ui.view,arch_db:marketing_crm_partner.view_res_partner_filter | ||
msgid "Medium" | ||
msgstr "" | ||
|
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#. module: marketing_crm_partner | ||
#: model:ir.model.fields,field_description:marketing_crm_partner.field_res_partner__source_id | ||
#: model_terms:ir.ui.view,arch_db:marketing_crm_partner.view_res_partner_filter | ||
msgid "Source" | ||
msgstr "" | ||
|
||
#. module: marketing_crm_partner | ||
#: model:ir.model.fields,help:marketing_crm_partner.field_res_partner__campaign_id | ||
msgid "" | ||
"This is a name that helps you keep track of your different campaign efforts, " | ||
"e.g. Fall_Drive, Christmas_Special" | ||
msgstr "" | ||
|
||
#. module: marketing_crm_partner | ||
#: model:ir.model.fields,help:marketing_crm_partner.field_res_partner__medium_id | ||
msgid "This is the method of delivery, e.g. Postcard, Email, or Banner Ad" | ||
msgstr "" | ||
|
||
#. module: marketing_crm_partner | ||
#: model:ir.model.fields,help:marketing_crm_partner.field_res_partner__source_id | ||
msgid "" | ||
"This is the source of the link, e.g. Search Engine, another domain, or name " | ||
"of email list" | ||
msgstr "" |
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