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git.clicks.codes / Clicks / Forks / ERPNext / 69be01aa1b4e4abce5679d54258930c9413b06d2 / . / erpnext / config / crm.py
blob: e25493cb01c93ce246784711e1e7cdf3f4197626 [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",
Anand Doshi1a2e6bf2015-08-14 16:52:55 +0530[diff] [blame]73 "name": "Communication",
74 "description": _("Record of all communications of type email, phone, chat, visit, etc."),
75 },
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]76 ]
77 },
78 {
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]79 "label": _("Setup"),
80 "icon": "icon-cog",
81 "items": [
82 {
83 "type": "doctype",
84 "name": "Campaign",
85 "description": _("Sales campaigns."),
86 },
87 {
Saurabh52ec0ed2016-07-05 18:02:38 +0530[diff] [blame]88 "type": "doctype",
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]89 "label": _("Customer Group"),
Saurabh52ec0ed2016-07-05 18:02:38 +0530[diff] [blame]90 "name": "Customer Group",
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]91 "icon": "icon-sitemap",
Saurabh17022732016-06-21 13:19:17 +0530[diff] [blame]92 "link": "Tree/Customer Group",
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]93 "description": _("Manage Customer Group Tree."),
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]94 },
95 {
Saurabh52ec0ed2016-07-05 18:02:38 +0530[diff] [blame]96 "type": "doctype",
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]97 "label": _("Territory"),
Saurabh52ec0ed2016-07-05 18:02:38 +0530[diff] [blame]98 "name": "Territory",
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]99 "icon": "icon-sitemap",
Saurabh17022732016-06-21 13:19:17 +0530[diff] [blame]100 "link": "Tree/Territory",
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]101 "description": _("Manage Territory Tree."),
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]102 },
103 {
Saurabh52ec0ed2016-07-05 18:02:38 +0530[diff] [blame]104 "type": "doctype",
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]105 "label": _("Sales Person"),
Saurabh52ec0ed2016-07-05 18:02:38 +0530[diff] [blame]106 "name": "Sales Person",
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]107 "icon": "icon-sitemap",
Saurabh17022732016-06-21 13:19:17 +0530[diff] [blame]108 "link": "Tree/Sales Person",
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]109 "description": _("Manage Sales Person Tree."),
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]110 },
Rushabh Mehtad1e1c522016-03-08 18:06:21 +0530[diff] [blame]111 ]
112 },
113 {
114 "label": _("SMS"),
115 "icon": "icon-wrench",
116 "items": [
117 {
118 "type": "doctype",
119 "name": "SMS Center",
120 "description":_("Send mass SMS to your contacts"),
121 },
122 {
123 "type": "doctype",
124 "name": "SMS Log",
125 "description":_("Logs for maintaining sms delivery status"),
126 },
Rushabh Mehta14ae4c32015-03-18 20:02:44 +0530[diff] [blame]127 {
128 "type": "doctype",
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]129 "name": "SMS Settings",
130 "description": _("Setup SMS gateway settings")
Rushabh Mehtad1e1c522016-03-08 18:06:21 +0530[diff] [blame]131 }
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]132 ]
133 },
Rushabh Mehta67712402015-05-25 18:30:53 +0530[diff] [blame]134 {
135 "label": _("Help"),
136 "items": [
137 {
138 "type": "help",
139 "label": _("Lead to Quotation"),
140 "youtube_id": "TxYX4r4JAKA"
141 },
Sambhaji Kolatefd539912015-10-27 17:01:27 +0530[diff] [blame]142 {
143 "type": "help",
144 "label": _("Newsletters"),
145 "youtube_id": "muLKsCrrDRo"
146 },
Rushabh Mehta67712402015-05-25 18:30:53 +0530[diff] [blame]147 ]
148 },
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]149 ]