[IMP] CRM: rewrite gamification config section
closes odoo/documentation#9061 Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
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@ -9,13 +9,9 @@ through customizable challenges, goals, and rewards. Goals are created to target
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Configuration
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=============
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To install the *Gamification* module, navigate to the :menuselection:`Apps` application. Click into
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the :guilabel:`Search...` bar at the top of the page and remove the :guilabel:`Apps` filter. Type
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`Gamification` to search.
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If the :guilabel:`Gamification` module is **not** already installed, click :guilabel:`Install`.
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After completing the installation, return to the :menuselection:`Apps` application and search for
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`Gamification` again.
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To install the *CRM Gamification* module, navigate to the :menuselection:`Apps` application. Click
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into the :guilabel:`Search...` bar at the top of the page and remove the :guilabel:`Apps` filter.
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Type `CRM Gamification` to search.
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On the :guilabel:`CRM Gamification` module, click :guilabel:`Install`. This module features goals
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and challenges related to the *CRM* and *Sales* applications.
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@ -25,8 +21,8 @@ and challenges related to the *CRM* and *Sales* applications.
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:alt: View of the gamification module being installed in Odoo.
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.. note::
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If both the *CRM* and *Sales* apps are installed, the *CRM Gamification* module is automatically
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installed on the database.
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If **both** the *CRM* and *Sales* apps are installed, the *CRM Gamification* module is
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automatically installed on the database.
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To access the *Gamification Tools* menu, first enable :ref:`developer-mode`.
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@ -34,7 +30,7 @@ Next, navigate to :menuselection:`Settings app --> Gamification Tools`.
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.. image:: gamification/gamification-tools-menu.png
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:align: center
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:alt: View if the gamification tools menu in Odoo Settings
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:alt: View if the gamification tools menu in Odoo Settings.
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.. _crm/create-rewards:
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@ -71,8 +67,8 @@ The :guilabel:`Allowance to Grant` field determines when a badge can be granted,
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appropriate users from this drop-down list.
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- :guilabel:`People having some badges`: this badge can only be granted by users who have already
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been awarded a specific badge. If this option is selected it generates a new field,
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:guilabel:`Required Badges`. Use this drop-down list to select the badge(s) a user must have before they
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can award this badge to others.
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:guilabel:`Required Badges`. Use this drop-down list to select the badge(s) a user must have
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before they can award this badge to others.
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- :guilabel:`No one, assigned through challenges`: this badge cannot be manually granted, it can
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only be awarded through challenges.
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@ -107,6 +103,7 @@ necessary, click into the third field to further define the parameter.
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.. tip::
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To include all users with permissions in the *Sales* app, create a rule with the following
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parameters:
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- :guilabel:`Groups`
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- :guilabel:`is in`
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- `Sales/User: Own Documents Only`
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