diff --git a/marketing_crm_partner/README.rst b/marketing_crm_partner/README.rst index eb478df3a34..67cf48d61a8 100644 --- a/marketing_crm_partner/README.rst +++ b/marketing_crm_partner/README.rst @@ -17,13 +17,13 @@ Tracking Fields in Partners :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 + :target: https://github.com/OCA/crm/tree/18.0/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 + :target: https://translation.odoo-community.org/projects/crm-18-0/crm-18-0-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 + :target: https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=18.0 :alt: Try me on Runboat |badge1| |badge2| |badge3| |badge4| |badge5| @@ -56,11 +56,11 @@ To use this module, here are the steps: 11. There you have the new fulfilled fields in the marketing section. |partner marketing| -.. |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 +.. |crm settings| image:: https://raw.githubusercontent.com/OCA/crm/18.0/marketing_crm_partner/static/description/crm_settings.png +.. |lead view| image:: https://raw.githubusercontent.com/OCA/crm/18.0/marketing_crm_partner/static/description/lead_marketing.png +.. |choose customer| image:: https://raw.githubusercontent.com/OCA/crm/18.0/marketing_crm_partner/static/description/convert_to_opportunity.png +.. |new linked partner| image:: https://raw.githubusercontent.com/OCA/crm/18.0/marketing_crm_partner/static/description/new_linked_partner.png +.. |partner marketing| image:: https://raw.githubusercontent.com/OCA/crm/18.0/marketing_crm_partner/static/description/marketing_fields.png Bug Tracker =========== @@ -68,7 +68,7 @@ Bug Tracker Bugs are tracked on `GitHub 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 `_. +`feedback `_. Do not contact contributors directly about support or help with technical issues. @@ -83,15 +83,17 @@ Authors Contributors ------------ -- `Tecnativa `__: +- `Tecnativa `__: - - Rafael Blasco - - Jairo Llopis - - Vicent Cubells - - David Vidal - - Cristina Martin R. - - Marcel Savegnago - - Ahmet Yiğit Budak + - Rafael Blasco + - Jairo Llopis + - Vicent Cubells + - David Vidal + - Cristina Martin R. + - Marcel Savegnago + - Ahmet Yiğit Budak + +- Heliconia Solutions Pvt. Ltd. Maintainers ----------- @@ -106,6 +108,6 @@ 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. -This module is part of the `OCA/crm `_ project on GitHub. +This module is part of the `OCA/crm `_ project on GitHub. You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. diff --git a/marketing_crm_partner/__manifest__.py b/marketing_crm_partner/__manifest__.py index 11d048bd225..ca5f7f07ffe 100644 --- a/marketing_crm_partner/__manifest__.py +++ b/marketing_crm_partner/__manifest__.py @@ -6,7 +6,7 @@ { "name": "Tracking Fields in Partners", "summary": "Copy tracking fields from leads to partners", - "version": "17.0.1.0.0", + "version": "18.0.1.0.0", "category": "Marketing", "website": "https://github.com/OCA/crm", "author": "Tecnativa, Odoo Community Association (OCA)", diff --git a/marketing_crm_partner/readme/CONTRIBUTORS.md b/marketing_crm_partner/readme/CONTRIBUTORS.md index d7ad791e907..abedfd83288 100644 --- a/marketing_crm_partner/readme/CONTRIBUTORS.md +++ b/marketing_crm_partner/readme/CONTRIBUTORS.md @@ -6,3 +6,4 @@ - Cristina Martin R. \<\> - Marcel Savegnago \<\> - Ahmet Yiğit Budak \<\> +- Heliconia Solutions Pvt. Ltd. \<\> diff --git a/marketing_crm_partner/static/description/index.html b/marketing_crm_partner/static/description/index.html index f6119d42740..fdea81fce0d 100644 --- a/marketing_crm_partner/static/description/index.html +++ b/marketing_crm_partner/static/description/index.html @@ -369,7 +369,7 @@

Tracking Fields in Partners

!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !! source digest: sha256:d66d964ab6c40b97aa727924bac57e6c367ceb4f5564657dd09d0fb0c442cf27 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! --> -

Beta License: AGPL-3 OCA/crm Translate me on Weblate Try me on Runboat

+

Beta License: AGPL-3 OCA/crm Translate me on Weblate Try me on Runboat

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.

@@ -391,18 +391,18 @@

Usage

To use this module, here are the steps:

  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. +to Settings > CRM and check the box Leads. crm settings
  2. Go to CRM > Leads > Create.
  3. Fill the required fields.
    4. -
  4. Go to Extra Info > Marketing and fill those fields: lead view
    5. +
  5. Go to Extra Info > Marketing and fill those fields: lead view
  6. Save.
  7. Click Convert to Opportunity.
  8. Choose the option Customer > Create a new customer.
    9. -
  9. Click Create Opportunity. choose customer
    10. -
  10. Click on the name of the newly linked partner. new linked partner
    11. +
  11. Click Create Opportunity. choose customer
    12. +
  12. Click on the name of the newly linked partner. new linked partner
  13. Go to tab Sales & Purchases.
  14. There you have the new fulfilled fields in the marketing section. -partner marketing
    15. +partner marketing
@@ -410,7 +410,7 @@

Bug Tracker

Bugs are tracked on GitHub 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.

+feedback.

Do not contact contributors directly about support or help with technical issues.

@@ -434,6 +434,7 @@

Contributors

  • Ahmet Yiğit Budak <yigit@altinkaya.com.tr>
    • +
  • Heliconia Solutions Pvt. Ltd. <https://www.heliconia.io>
    • @@ -445,7 +446,7 @@

    Maintainers

    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.

    -

    This module is part of the OCA/crm project on GitHub.

    +

    This module is part of the OCA/crm project on GitHub.

    You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

    diff --git a/marketing_crm_partner/views/res_partner_view.xml b/marketing_crm_partner/views/res_partner_view.xml index 6da2e5641be..fbe0f772523 100644 --- a/marketing_crm_partner/views/res_partner_view.xml +++ b/marketing_crm_partner/views/res_partner_view.xml @@ -22,7 +22,7 @@ res.partner - +