CRM in OpenERP 6.0

CRM Before 6.0

• There were 2 Modules: crm, crm_configuration.

crm was the basic module that contains Cases, Sections, Categories and all logical processing for Cases ...
crm_configuration was the module that loaded Sections and its data and Menus.

• CRM had different sections like

- Lead
- Opportunity
- Job
- Bugs
- Claims
- Phonecall
- Meeting

All cases were related to crm.case (Inherited from crm.case) and they differed by their sections.

CRM modules in 5.0

What's new in CRM in OpenERP 6.0
One major change in 6.0 is, we have Separated objects for different types of cases like:

crm.lead: One object for Leads and Opportunities and they differ from their type
crm.phonecall : Phonecall Request
crm.meeting : Meeting Agenda
crm.claims : Claim Cases
crm.helpdesk : Help and support Request
project.issue : Issue/Feature
hr.applicant : Job Applicant Request

CRM Section means Team/Department e.g. Sale Team
Model crm.case is no longer used so it is "Removed".
For the technical aspects we have used Python Inheritance instead of OpenERP model's inheritance in crm models(like crm.lead, crm.opportunity ...) to use basic functions of case.

Now crm module includes basic crm functionalities like:

Cases (only Leads, Opportunities, Phonecalls and Meetings)
Sections
Categories
Stages
...

For Claims, Helpdesk, Fundraising we need to install separated modules that provides extensions to CRM e.g. crm_claim, crm_fundraising ...

CRM modules in 6.0

Some screens of new crm views:

Image1: List view of Leads

Image2: Meetings Form

Image3: Meetings Calendar

Image4: Outbound Phonecall's Form

Thanks,
rpa@tinyerp.com