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git.clicks.codes / Clicks / Forks / ERPNext / 560ee7bb12bbefcee4b552dc0cd3fd24c0a26cf4 / . / erpnext / config / crm.py
blob: dfefb75ed96021e43a86a482a49fcd704278ea3a [file] [log] [blame]
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]1from frappe import _
2
3def get_data():
4 return [
5 {
Rushabh Mehtad1e1c522016-03-08 18:06:21 +0530[diff] [blame]6 "label": _("Sales Pipeline"),
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]7 "icon": "icon-star",
8 "items": [
9 {
10 "type": "doctype",
11 "name": "Lead",
12 "description": _("Database of potential customers."),
13 },
14 {
15 "type": "doctype",
Rushabh Mehtad1e1c522016-03-08 18:06:21 +0530[diff] [blame]16 "name": "Opportunity",
17 "description": _("Potential opportunities for selling."),
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]18 },
19 {
20 "type": "doctype",
Rushabh Mehtad1e1c522016-03-08 18:06:21 +0530[diff] [blame]21 "name": "Customer",
22 "description": _("Customer database."),
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]23 },
24 {
25 "type": "doctype",
26 "name": "Contact",
27 "description": _("All Contacts."),
28 },
Rushabh Mehtad1e1c522016-03-08 18:06:21 +0530[diff] [blame]29 ]
30 },
31 {
32 "label": _("Reports"),
33 "icon": "icon-list",
34 "items": [
35 {
36 "type": "page",
37 "name": "sales-funnel",
38 "label": _("Sales Funnel"),
39 "icon": "icon-bar-chart",
40 },
41 {
42 "type": "report",
Rushabh Mehta4cf914d2016-06-22 11:21:56 +0530[diff] [blame]43 "name": "Minutes to First Response for Opportunity",
44 "doctype": "Opportunity",
45 "is_query_report": True
46 },
47 {
48 "type": "report",
Rushabh Mehtad1e1c522016-03-08 18:06:21 +0530[diff] [blame]49 "is_query_report": True,
50 "name": "Lead Details",
51 "doctype": "Lead"
52 },
53 {
54 "type": "report",
55 "is_query_report": True,
56 "name": "Customer Addresses and Contacts",
57 "doctype": "Contact"
58 },
59 {
60 "type": "report",
61 "is_query_report": True,
62 "name": "Inactive Customers",
63 "doctype": "Sales Order"
64 },
65 ]
66 },
67 {
68 "label": _("Communication"),
69 "icon": "icon-star",
70 "items": [
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]71 {
72 "type": "doctype",
73 "name": "Newsletter",
74 "description": _("Newsletters to contacts, leads."),
75 },
Anand Doshi1a2e6bf2015-08-14 16:52:55 +0530[diff] [blame]76 {
77 "type": "doctype",
78 "name": "Communication",
79 "description": _("Record of all communications of type email, phone, chat, visit, etc."),
80 },
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]81 ]
82 },
83 {
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]84 "label": _("Setup"),
85 "icon": "icon-cog",
86 "items": [
87 {
88 "type": "doctype",
89 "name": "Campaign",
90 "description": _("Sales campaigns."),
91 },
92 {
93 "type": "page",
94 "label": _("Customer Group"),
95 "name": "Sales Browser",
96 "icon": "icon-sitemap",
97 "link": "Sales Browser/Customer Group",
98 "description": _("Manage Customer Group Tree."),
99 "doctype": "Customer Group",
100 },
101 {
102 "type": "page",
103 "label": _("Territory"),
104 "name": "Sales Browser",
105 "icon": "icon-sitemap",
106 "link": "Sales Browser/Territory",
107 "description": _("Manage Territory Tree."),
108 "doctype": "Territory",
109 },
110 {
111 "type": "page",
112 "label": _("Sales Person"),
113 "name": "Sales Browser",
114 "icon": "icon-sitemap",
115 "link": "Sales Browser/Sales Person",
116 "description": _("Manage Sales Person Tree."),
117 "doctype": "Sales Person",
118 },
119 {
120 "type": "doctype",
Rushabh Mehta14ae4c32015-03-18 20:02:44 +0530[diff] [blame]121 "name": "Newsletter List",
122 "description": _("Newsletter Mailing List"),
123 },
Rushabh Mehtad1e1c522016-03-08 18:06:21 +0530[diff] [blame]124 ]
125 },
126 {
127 "label": _("SMS"),
128 "icon": "icon-wrench",
129 "items": [
130 {
131 "type": "doctype",
132 "name": "SMS Center",
133 "description":_("Send mass SMS to your contacts"),
134 },
135 {
136 "type": "doctype",
137 "name": "SMS Log",
138 "description":_("Logs for maintaining sms delivery status"),
139 },
Rushabh Mehta14ae4c32015-03-18 20:02:44 +0530[diff] [blame]140 {
141 "type": "doctype",
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]142 "name": "SMS Settings",
143 "description": _("Setup SMS gateway settings")
Rushabh Mehtad1e1c522016-03-08 18:06:21 +0530[diff] [blame]144 }
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]145 ]
146 },
Rushabh Mehta67712402015-05-25 18:30:53 +0530[diff] [blame]147 {
148 "label": _("Help"),
149 "items": [
150 {
151 "type": "help",
152 "label": _("Lead to Quotation"),
153 "youtube_id": "TxYX4r4JAKA"
154 },
Sambhaji Kolatefd539912015-10-27 17:01:27 +0530[diff] [blame]155 {
156 "type": "help",
157 "label": _("Newsletters"),
158 "youtube_id": "muLKsCrrDRo"
159 },
Rushabh Mehta67712402015-05-25 18:30:53 +0530[diff] [blame]160 ]
161 },
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]162 ]