brotherton-erpnext/erpnext/crm/workspace/crm/crm.json
2020-12-03 15:48:57 +05:30

407 lines
7.7 KiB
JSON

{
"category": "Modules",
"charts": [
{
"chart_name": "Territory Wise Sales"
}
],
"creation": "2020-01-23 14:48:30.183272",
"developer_mode_only": 0,
"disable_user_customization": 0,
"docstatus": 0,
"doctype": "Workspace",
"extends_another_page": 0,
"hide_custom": 0,
"icon": "crm",
"idx": 0,
"is_standard": 1,
"label": "CRM",
"links": [
{
"hidden": 0,
"is_query_report": 0,
"label": "Sales Pipeline",
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"type": "Card Break"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Lead",
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},
{
"dependencies": "",
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"label": "Opportunity",
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"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Customer",
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},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Contact",
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"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
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"label": "Communication",
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"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Lead Source",
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},
{
"dependencies": "",
"hidden": 0,
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"label": "Contract",
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},
{
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"label": "Appointment",
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},
{
"dependencies": "",
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"is_query_report": 0,
"label": "Newsletter",
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"type": "Link"
},
{
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"label": "Reports",
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"type": "Card Break"
},
{
"dependencies": "Lead",
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"label": "Lead Details",
"link_to": "Lead Details",
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"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
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"label": "Sales Funnel",
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"link_type": "Page",
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"type": "Link"
},
{
"dependencies": "Lead",
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"label": "Prospects Engaged But Not Converted",
"link_to": "Prospects Engaged But Not Converted",
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"type": "Link"
},
{
"dependencies": "Opportunity",
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"label": "First Response Time for Opportunity",
"link_to": "First Response Time for Opportunity",
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"type": "Link"
},
{
"dependencies": "Sales Order",
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"label": "Inactive Customers",
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"type": "Link"
},
{
"dependencies": "Lead",
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"label": "Campaign Efficiency",
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},
{
"dependencies": "Lead",
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"label": "Lead Owner Efficiency",
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},
{
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"label": "Maintenance",
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"type": "Card Break"
},
{
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"label": "Maintenance Schedule",
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},
{
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"label": "Maintenance Visit",
"link_to": "Maintenance Visit",
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"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
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"label": "Warranty Claim",
"link_to": "Warranty Claim",
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"type": "Link"
},
{
"hidden": 0,
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"label": "Campaign",
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"type": "Card Break"
},
{
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"hidden": 0,
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"label": "Campaign",
"link_to": "Campaign",
"link_type": "DocType",
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"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Email Campaign",
"link_to": "Email Campaign",
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"type": "Link"
},
{
"dependencies": "",
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"label": "Social Media Post",
"link_to": "Social Media Post",
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"type": "Link"
},
{
"hidden": 0,
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"label": "Settings",
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"type": "Card Break"
},
{
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"label": "Customer Group",
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"link_type": "DocType",
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"type": "Link"
},
{
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"hidden": 0,
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"label": "Territory",
"link_to": "Territory",
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"type": "Link"
},
{
"dependencies": "",
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"label": "Sales Person",
"link_to": "Sales Person",
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"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "SMS Center",
"link_to": "SMS Center",
"link_type": "DocType",
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"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "SMS Log",
"link_to": "SMS Log",
"link_type": "DocType",
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"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
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"label": "SMS Settings",
"link_to": "SMS Settings",
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"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Email Group",
"link_to": "Email Group",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Twitter Settings",
"link_to": "Twitter Settings",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "LinkedIn Settings",
"link_to": "LinkedIn Settings",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
}
],
"modified": "2020-12-01 13:38:36.871352",
"modified_by": "Administrator",
"module": "CRM",
"name": "CRM",
"onboarding": "CRM",
"owner": "Administrator",
"pin_to_bottom": 0,
"pin_to_top": 0,
"shortcuts": [
{
"color": "Blue",
"format": "{} Open",
"label": "Lead",
"link_to": "Lead",
"stats_filter": "{\"status\":\"Open\"}",
"type": "DocType"
},
{
"color": "Blue",
"format": "{} Assigned",
"label": "Opportunity",
"link_to": "Opportunity",
"stats_filter": "{\"_assign\": [\"like\", '%' + frappe.session.user + '%']}",
"type": "DocType"
},
{
"label": "Customer",
"link_to": "Customer",
"type": "DocType"
},
{
"label": "Sales Analytics",
"link_to": "Sales Analytics",
"type": "Report"
},
{
"label": "Dashboard",
"link_to": "CRM",
"type": "Dashboard"
}
]
}