diff --git a/content/applications/sales/crm/optimize/gamification.rst b/content/applications/sales/crm/optimize/gamification.rst index 4c3c94004..de95e79f4 100644 --- a/content/applications/sales/crm/optimize/gamification.rst +++ b/content/applications/sales/crm/optimize/gamification.rst @@ -9,13 +9,9 @@ through customizable challenges, goals, and rewards. Goals are created to target Configuration ============= -To install the *Gamification* module, navigate to the :menuselection:`Apps` application. Click into -the :guilabel:`Search...` bar at the top of the page and remove the :guilabel:`Apps` filter. Type -`Gamification` to search. - -If the :guilabel:`Gamification` module is **not** already installed, click :guilabel:`Install`. -After completing the installation, return to the :menuselection:`Apps` application and search for -`Gamification` again. +To install the *CRM Gamification* module, navigate to the :menuselection:`Apps` application. Click +into the :guilabel:`Search...` bar at the top of the page and remove the :guilabel:`Apps` filter. +Type `CRM Gamification` to search. On the :guilabel:`CRM Gamification` module, click :guilabel:`Install`. This module features goals and challenges related to the *CRM* and *Sales* applications. @@ -25,8 +21,8 @@ and challenges related to the *CRM* and *Sales* applications. :alt: View of the gamification module being installed in Odoo. .. note:: - If both the *CRM* and *Sales* apps are installed, the *CRM Gamification* module is automatically - installed on the database. + If **both** the *CRM* and *Sales* apps are installed, the *CRM Gamification* module is + automatically installed on the database. To access the *Gamification Tools* menu, first enable :ref:`developer-mode`. @@ -34,7 +30,7 @@ Next, navigate to :menuselection:`Settings app --> Gamification Tools`. .. image:: gamification/gamification-tools-menu.png :align: center - :alt: View if the gamification tools menu in Odoo Settings + :alt: View if the gamification tools menu in Odoo Settings. .. _crm/create-rewards: @@ -71,8 +67,8 @@ The :guilabel:`Allowance to Grant` field determines when a badge can be granted, appropriate users from this drop-down list. - :guilabel:`People having some badges`: this badge can only be granted by users who have already been awarded a specific badge. If this option is selected it generates a new field, - :guilabel:`Required Badges`. Use this drop-down list to select the badge(s) a user must have before they - can award this badge to others. + :guilabel:`Required Badges`. Use this drop-down list to select the badge(s) a user must have + before they can award this badge to others. - :guilabel:`No one, assigned through challenges`: this badge cannot be manually granted, it can only be awarded through challenges. @@ -107,6 +103,7 @@ necessary, click into the third field to further define the parameter. .. tip:: To include all users with permissions in the *Sales* app, create a rule with the following parameters: + - :guilabel:`Groups` - :guilabel:`is in` - `Sales/User: Own Documents Only` diff --git a/content/applications/sales/crm/optimize/gamification/assignation-rule.png b/content/applications/sales/crm/optimize/gamification/assignation-rule.png index 5c25863b0..e911d9b66 100644 Binary files a/content/applications/sales/crm/optimize/gamification/assignation-rule.png and b/content/applications/sales/crm/optimize/gamification/assignation-rule.png differ diff --git a/content/applications/sales/crm/optimize/gamification/gamification-module-install.png b/content/applications/sales/crm/optimize/gamification/gamification-module-install.png index 497f203fd..cbccf65dd 100644 Binary files a/content/applications/sales/crm/optimize/gamification/gamification-module-install.png and b/content/applications/sales/crm/optimize/gamification/gamification-module-install.png differ