brotherton-erpnext/erpnext/config/crm.py
2017-04-25 20:12:55 +05:30

168 lines
3.4 KiB
Python

from frappe import _
def get_data():
return [
{
"label": _("Sales Pipeline"),
"icon": "fa fa-star",
"items": [
{
"type": "doctype",
"name": "Lead",
"description": _("Database of potential customers."),
},
{
"type": "doctype",
"name": "Opportunity",
"description": _("Potential opportunities for selling."),
},
{
"type": "doctype",
"name": "Customer",
"description": _("Customer database."),
},
{
"type": "doctype",
"name": "Contact",
"description": _("All Contacts."),
},
]
},
{
"label": _("Reports"),
"icon": "fa fa-list",
"items": [
{
"type": "report",
"is_query_report": True,
"name": "Lead Details",
"doctype": "Lead"
},
{
"type": "page",
"name": "sales-funnel",
"label": _("Sales Funnel"),
"icon": "fa fa-bar-chart",
},
{
"type": "report",
"name": "Prospects Engaged But Not Converted",
"doctype": "Lead",
"is_query_report": True
},
{
"type": "report",
"name": "Minutes to First Response for Opportunity",
"doctype": "Opportunity",
"is_query_report": True
},
{
"type": "report",
"is_query_report": True,
"name": "Customer Addresses And Contacts",
"doctype": "Contact"
},
{
"type": "report",
"is_query_report": True,
"name": "Inactive Customers",
"doctype": "Sales Order"
},
{
"type": "report",
"is_query_report": True,
"name": "Campaign Efficiency",
"doctype": "Lead"
},
{
"type": "report",
"is_query_report": True,
"name": "Lead Owner Efficiency",
"doctype": "Lead"
}
]
},
{
"label": _("Communication"),
"icon": "fa fa-star",
"items": [
{
"type": "doctype",
"name": "Communication",
"description": _("Record of all communications of type email, phone, chat, visit, etc."),
},
]
},
{
"label": _("Setup"),
"icon": "fa fa-cog",
"items": [
{
"type": "doctype",
"name": "Campaign",
"description": _("Sales campaigns."),
},
{
"type": "doctype",
"label": _("Customer Group"),
"name": "Customer Group",
"icon": "fa fa-sitemap",
"link": "Tree/Customer Group",
"description": _("Manage Customer Group Tree."),
},
{
"type": "doctype",
"label": _("Territory"),
"name": "Territory",
"icon": "fa fa-sitemap",
"link": "Tree/Territory",
"description": _("Manage Territory Tree."),
},
{
"type": "doctype",
"label": _("Sales Person"),
"name": "Sales Person",
"icon": "fa fa-sitemap",
"link": "Tree/Sales Person",
"description": _("Manage Sales Person Tree."),
},
]
},
{
"label": _("SMS"),
"icon": "fa fa-wrench",
"items": [
{
"type": "doctype",
"name": "SMS Center",
"description":_("Send mass SMS to your contacts"),
},
{
"type": "doctype",
"name": "SMS Log",
"description":_("Logs for maintaining sms delivery status"),
},
{
"type": "doctype",
"name": "SMS Settings",
"description": _("Setup SMS gateway settings")
}
]
},
{
"label": _("Help"),
"items": [
{
"type": "help",
"label": _("Lead to Quotation"),
"youtube_id": "TxYX4r4JAKA"
},
{
"type": "help",
"label": _("Newsletters"),
"youtube_id": "muLKsCrrDRo"
},
]
},
]