brotherton-erpnext/erpnext/config/crm.py

157 lines
3.2 KiB
Python
Raw Normal View History

2015-02-17 05:06:54 +00:00
from frappe import _
def get_data():
return [
{
"label": _("Documents"),
"icon": "icon-star",
"items": [
{
"type": "doctype",
"name": "Lead",
"description": _("Database of potential customers."),
},
{
"type": "doctype",
"name": "Customer",
"description": _("Customer database."),
},
{
"type": "doctype",
"name": "Opportunity",
"description": _("Potential opportunities for selling."),
},
{
"type": "doctype",
"name": "Contact",
"description": _("All Contacts."),
},
{
"type": "doctype",
"name": "Newsletter",
"description": _("Newsletters to contacts, leads."),
},
2015-08-14 11:22:55 +00:00
{
"type": "doctype",
"name": "Communication",
"description": _("Record of all communications of type email, phone, chat, visit, etc."),
},
2015-02-17 05:06:54 +00:00
]
},
{
"label": _("Tools"),
"icon": "icon-wrench",
"items": [
{
"type": "doctype",
"name": "SMS Center",
"description":_("Send mass SMS to your contacts"),
},
2015-07-22 05:58:21 +00:00
{
"type": "doctype",
"name": "SMS Log",
"description":_("Logs for maintaining sms delivery status"),
}
2015-02-17 05:06:54 +00:00
]
},
{
"label": _("Setup"),
"icon": "icon-cog",
"items": [
{
"type": "doctype",
"name": "Campaign",
"description": _("Sales campaigns."),
},
{
"type": "page",
"label": _("Customer Group"),
"name": "Sales Browser",
"icon": "icon-sitemap",
"link": "Sales Browser/Customer Group",
"description": _("Manage Customer Group Tree."),
"doctype": "Customer Group",
},
{
"type": "page",
"label": _("Territory"),
"name": "Sales Browser",
"icon": "icon-sitemap",
"link": "Sales Browser/Territory",
"description": _("Manage Territory Tree."),
"doctype": "Territory",
},
{
"type": "page",
"label": _("Sales Person"),
"name": "Sales Browser",
"icon": "icon-sitemap",
"link": "Sales Browser/Sales Person",
"description": _("Manage Sales Person Tree."),
"doctype": "Sales Person",
},
{
"type": "doctype",
"name": "Newsletter List",
"description": _("Newsletter Mailing List"),
},
2015-02-17 05:06:54 +00:00
{
"type": "doctype",
"name": "SMS Settings",
"description": _("Setup SMS gateway settings")
},
]
},
{
"label": _("Main Reports"),
"icon": "icon-table",
"items": [
{
"type": "page",
"name": "sales-funnel",
"label": _("Sales Funnel"),
"icon": "icon-bar-chart",
},
]
},
{
"label": _("Standard Reports"),
"icon": "icon-list",
"items": [
{
"type": "report",
"is_query_report": True,
"name": "Lead Details",
"doctype": "Lead"
},
{
"type": "report",
"is_query_report": True,
"name": "Customer Addresses and Contacts",
"doctype": "Contact"
},
{
"type": "report",
"is_query_report": True,
"name": "Customers Not Buying Since Long Time",
"doctype": "Sales Order"
},
]
},
{
"label": _("Help"),
"items": [
{
"type": "help",
"label": _("Lead to Quotation"),
"youtube_id": "TxYX4r4JAKA"
},
{
"type": "help",
"label": _("Newsletters"),
"youtube_id": "muLKsCrrDRo"
},
]
},
2015-02-17 05:06:54 +00:00
]