NextERP/documentation
5
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity
4,439 Commits 9,921 Branches 0 Tags 1.5 GiB
17.2-payment_xendit_update-nni
Commit Graph

73 Commits

Author SHA1 Message Date
Parish Bracha
35d9c3af8d [FIX] CRM: Send quotes guilabel fix 
closes odoo/documentation#10921

X-original-commit: 7473cded7f
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
 2024-09-08 07:41:39 +00:00
KC (ksc)
9791ae1637 [IMP] crm: add sales/quotation admon 
closes odoo/documentation#10647

X-original-commit: c987e2e98e
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
 2024-08-08 04:21:34 +00:00
bve-odoo
a6a6fcf1e0 [FIX] mail: 17.0 full rework of mail communication documentation 
1/ Revamp of email_servers to be a introduction and allow correct redirection
+ redirection to other pages linked to mailing + ToC of email_communication folder

2/ Splitting inbound and outbound message into subfiles:
2.a/ email_servers_inbound: all documentation related to incoming emails
2.b/ email_servers_outbound: documentartion related to outgoing emails

3/ email_domain (as before) about authentication protocols to set on domains.

4/ faq: complete revamp to better match usual issues about mailings.

Also: removed unused images, adding anchors on other docs.

RST co-authored-by: jorv-odoo, jqu-odoo, xpl-odoo

doc writers:
- email_servers_inbound by qco-odoo
- email_servers_outbound by EMBR
- email_servers by abridbus
- email_domain by jqu-odoo
- faq by jorv-odoo

related documentation task-3875591

closes odoo/documentation#10598

X-original-commit: 606b84fddf
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2024-08-05 17:58:11 +00:00
Parish Bracha
14d93d8a09 [ADD] crm: new lead distribution report 
closes odoo/documentation#10552

X-original-commit: b17e44ea59
Signed-off-by: Parish Bracha (pabr) <pabr@odoo.com>
 2024-08-02 03:22:15 +00:00
Parish Bracha
e1bb8f3f31 [ADD] crm: add marketing attribution doc 
Apply suggestions from code review

closes odoo/documentation#10281

X-original-commit: 53f8dcd991
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Parish Bracha (pabr) <pabr@odoo.com>
Co-authored-by: Zachary Straub <zst@odoo.com>
 2024-07-24 01:54:51 +00:00
Parish Bracha
a270465e09 [IMP] crm: add quotation product catalog 
closes odoo/documentation#10148

X-original-commit: 9af6b453fe
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Parish Bracha (pabr) <pabr@odoo.com>
 2024-07-17 00:32:11 +00:00
Parish Bracha
7356d87d20 [IMP] CRM: Inactive lost leads 
closes odoo/documentation#10137

X-original-commit: 11ef368a58
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Parish Bracha (pabr) <pabr@odoo.com>
 2024-07-16 17:30:43 +00:00
jero-odoo
a259f461c8 [IMP] CRM: merge leads improvements 
closes odoo/documentation#10007

X-original-commit: fc144a96fd
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
 2024-06-29 04:51:43 +00:00
jero-odoo
8f79439c1d [ADD] CRM: Resellers 
closes odoo/documentation#9825

X-original-commit: 594f3573d9
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: Felicia Kuan <feku@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
 2024-06-14 20:09:37 +00:00
KC (ksc)
b7045807d8 [FIX] crm: typo in gamification doc 
closes odoo/documentation#9623

X-original-commit: a99c1cd7e1
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
 2024-06-12 14:45:53 +00:00
jero-odoo
644ff62a65 [ADD] CRM: Forecast report 
closes odoo/documentation#9713

X-original-commit: f6994a1047
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: larm-odoo <121518652+larm-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
 2024-06-07 18:29:38 +00:00
Parish Bracha
bd35ab6037 [IMP] crm: add equation explanation in leads doc 
closes odoo/documentation#9688

X-original-commit: 96f3a3e846
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Parish Bracha (pabr) <pabr@odoo.com>
 2024-06-07 01:06:45 +00:00
jero-odoo
1fb9a8779e [REM] crm: generate leads 
closes odoo/documentation#9514

X-original-commit: e59188d85b
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
 2024-05-30 22:21:58 +00:00
jero-odoo
39f063060b [ADD] crm: email and manual leads 
closes odoo/documentation#9477

X-original-commit: 905914c939
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: brse-odoo <brse@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
 2024-05-28 14:53:28 +00:00
jero-odoo
4d5ef9d293 [IMP] CRM: lead mining 17 
closes odoo/documentation#9416

X-original-commit: 430f7e2307
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
Co-authored-by: Zachary Straub <zst@odoo.com>
 2024-05-21 14:32:52 +00:00
jero-odoo
6c456a796e [ADD] CRM: contact form leads 
jero edits

closes odoo/documentation#9385

X-original-commit: 50b3852bab
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: larm-odoo <121518652+larm-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
 2024-05-17 17:27:44 +00:00
jero-odoo
7af69100af [REM] CRM: multi teams 
closes odoo/documentation#9267

X-original-commit: 2a9bd10799
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
 2024-05-09 19:41:39 +00:00
jero-odoo
c7551d8ba0 [ADD] CRM: manage sales teams 17 
closes odoo/documentation#9248

X-original-commit: 25f44f7ac2
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: brse-odoo <brse@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
 2024-05-08 17:52:42 +00:00
jero-odoo
bc4babe423 [IMP] CRM: rewrite gamification config section 
closes odoo/documentation#9140

X-original-commit: fd17dcef90
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
 2024-05-03 18:09:56 +00:00
jero-odoo
00de56035d [IMP] CRM: rewrite gamification 
closes odoo/documentation#9039

X-original-commit: 3179286430
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: hojo-odoo <123424465+hojo-odoo@users.noreply.github.com>
Co-authored-by: StraubCreative <zst@odoo.com>
 2024-04-30 22:00:45 +00:00
tiku-odoo
08f369ea23 [IMP] sales: partner autocomplete rewrite 
closes odoo/documentation#9015

X-original-commit: 5bed8eb25b
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
 2024-04-26 13:42:54 +00:00
tiku-odoo
da3841dfce [ADD] sales: crm lead enrichment 
closes odoo/documentation#8914

X-original-commit: 0bd590d4b9
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
 2024-04-22 19:32:15 +00:00
jero-odoo
9bcb38c32e [IMP] crm: utilize activities for sales teams 17 
closes odoo/documentation#8862

X-original-commit: 2c9457e573
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
 2024-04-19 20:38:50 +00:00
jero-odoo
1b4516057a [REM] crm: track prospects visits 
closes odoo/documentation#8645

X-original-commit: ccdad0eef1
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
 2024-04-11 15:56:46 +00:00
jero-odoo
f4f00489c8 [IMP] CRM: utilize activities 16.0 
closes odoo/documentation#8672

X-original-commit: 50a8171f02
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
 2024-04-11 12:05:07 +00:00
jero-odoo
88cdb1d773 [ADD] crm: utilize activities for sales teams 
closes odoo/documentation#8592

X-original-commit: d27def362b
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
 2024-04-09 12:22:18 +00:00
jero-odoo
ea49ceaad9 [IMP] CRM: update lost opps 17.0 
closes odoo/documentation#8577

X-original-commit: b28e3073d1
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
 2024-04-08 15:20:57 +00:00
jero-odoo
9afbd48f6b [IMP] CRM: Convert leads to opps 
closes odoo/documentation#8542

X-original-commit: 63636d0518
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
 2024-04-04 18:53:39 +00:00
jero-odoo
f2ffaa0d21 [ADD] CRM: Merge Leads and Opps 
closes odoo/documentation#8511

X-original-commit: 83d105c067
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
 2024-04-03 14:14:47 +00:00
Melanie Nguyen (meng)
cc40878f8b [IMP] crm: update webpage visits 
closes odoo/documentation#8436

X-original-commit: e3eae6ac88
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
 2024-03-29 13:17:16 +00:00
Jess Rogers (jero)
d6c4e82d9f [ADD] crm: quality leads report doc 
closes odoo/documentation#8358

X-original-commit: c63dda1e5f
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Zachary Straub <zst@odoo.com>
Co-authored-by: Zachary Straub <zst@odoo.com>
Co-authored-by: Antoine Vandevenne (anv) <anv@odoo.com>
 2024-03-26 14:54:06 +00:00
Zachary Straub (ZST)
b3c7592fbb [FIX] crm: unattended leads example 
closes odoo/documentation#8221

X-original-commit: d43cc3e466
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
 2024-03-25 06:58:47 +00:00
Jess Rogers (jero)
ae54501ec1 [ADD] crm: expected revenue report doc 
closes odoo/documentation#8345

X-original-commit: 4a28f69400
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Zachary Straub <zst@odoo.com>
 2024-03-22 12:36:26 +00:00
Jess Rogers (jero)
65b28ce72e [ADD] crm: unattended leads report doc 
closes odoo/documentation#8128

X-original-commit: 25f95ce12d
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Zachary Straub <zst@odoo.com>
 2024-03-15 09:32:49 +00:00
Jonathan Castillo (jcs)
0249d9d0a6 [MOV] documentation structure reorganization 
This commit aims to improve the documentation's navigability by
redefining some categories' purposes and titles.

There is a redirection rule for each documentation page moved.
This ensures that users won't have a 404 error message.

task-3217827

closes odoo/documentation#8064

Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
 2024-03-12 07:08:34 +00:00
Luucwa
82a1564ab8 Update send_quotes.rst 
Removed "see also" links that lead nowhere

closes odoo/documentation#7736

X-original-commit: ca71dfa66a
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
 2024-02-25 06:14:55 +00:00
Jess Rogers (jero)
5bd89e30b9 [IMP] crm: update convert leads 
closes odoo/documentation#7068

X-original-commit: 88a0b155e5
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: hojo-odoo <123424465+hojo-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
 2023-12-22 01:53:09 +00:00
MaxKeilOdoo
35602b9f50 [IMP] sales: update win loss report documentation for Odoo 17 
closes odoo/documentation#7060

X-original-commit: 554193a14b
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: Felicia Kuan <feku@odoo.com>
Co-authored-by: jero-odoo <104637850+jero-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Zachary Straub <zst@odoo.com>
 2023-12-21 07:57:52 +00:00
Jess Rogers (jero)
643ec40050 [IMP] crm: create new quotation 
closes odoo/documentation#7002

X-original-commit: 5a298f09eb
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Zachary Straub <zst@odoo.com>
 2023-12-20 22:48:49 +00:00
Jess Rogers (jero)
38f66dd0f9 [IMP] crm: update manage lost opps 
closes odoo/documentation#6682

X-original-commit: 21f0ad60f8
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: brse-odoo <brse@odoo.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
 2023-11-27 20:57:49 +00:00
Jess Rogers (jero)
ebbd736540 [REM] crm: google spreadsheet integration 
closes odoo/documentation#6538

X-original-commit: a11fa7e5b2
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
 2023-11-21 18:44:18 +00:00
lman-odoo
d0fada27d6 [FIX] partner_autocomplete: fix a typo 
closes odoo/documentation#6178

X-original-commit: e24e708a14
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
 2023-10-19 04:31:56 +00:00
Melanie Nguyen (meng)
5c2e78c8a5 [FIX] crm: replace old lead scoring content with predictive lead scoring 
closes odoo/documentation#4030

X-original-commit: 9f72036be8
Signed-off-by: Melanie Nguyen (meng) <meng@odoo.com>
 2023-04-05 21:03:54 +02:00
Melanie Nguyen (meng)
b5de4f8bb5 [IMP] sales: menuselection fix 
Fixed a menuselection error and deleted instances of second-person pov
Closes task 3116083

closes odoo/documentation#3942

X-original-commit: f30f6d2003
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
 2023-03-29 04:35:00 +02:00
Zachary Straub (ZST)
2aa3b2d89a [IMP] CRM: updating flow and screenshots about lead mining 
Task: 2543815
Cherry pick from #998

Omitted changes proposed in the **track_leads** directory (e.g. `lead_scoring.rst` + image folder). Both the content and image updates were already pushed from another PR so what was proposed on #998 was outdated and no longer necessary.

What’s left over are the original proposed changes in #998, within the **acquire_leads** directory which include updates to `lead_mining.rst` and corresponding image files.

On top of these proposals, I went ahead and made the following changes:

- renamed the image files in the asset directory, since they were using outdated naming convention (e.g. LM1.png, LM6.png, LM7.png)
- cleaned up rst formatting issues (headings, line breaks, added guilabels, etc.)
- rewrote document so content was more concise + followed content guidelines. You can see the first version of proposals here to compare the changes made.

closes odoo/documentation#3131

X-original-commit: 2416a2e5e9
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Zachary Straub <zst@odoo.com>
 2022-12-07 18:29:20 +01:00
Victor Feyens
c2f8d4bd44 [FIX] *: remove trailing whitespaces 
Part-of: odoo/documentation#2984
 2022-11-18 18:04:50 +01:00
Victor Feyens
c60bc5f919 [FIX] *: enforce 1 newline on files end 
Part-of: odoo/documentation#2984
 2022-11-18 18:04:49 +01:00
Jonathan Castillo (jcs)
ab1a7d0a69 [IMP] *: Remove "SaaS" to keep only the "Odoo Online" appellation 
task-3034812

closes odoo/documentation#2839

X-original-commit: 9b69e0d77e
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2022-10-21 20:00:56 +02:00
Jonathan Castillo (jcs)
06d0ff6ca8 [IMP] *: consistency for the use of "Odoo Online" (and SaaS) 
task-3034812

X-original-commit: 2c17b6fb4a
Part-of: odoo/documentation#2839
 2022-10-21 20:00:55 +02:00
Jonathan Quique (jqu)
455f4a9359 [FIX] sales/crm: fix menu path and RST formatting 
Cherry-pick of #2652:
>To view the Sales Team dashboard, go to `:menuselection:CRM --> Sales --> Teams.`

closes odoo/documentation#2739

X-original-commit: 1b7ec7ca20
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
 2022-09-20 22:50:55 +02:00