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git.clicks.codes / Clicks / Forks / ERPNext / 79c536acb56e572c4d2e0c962d6b156d5672ff51 / . / erpnext / config / crm.py
blob: 26e9e03832d69a43f93de9fc8b76eab8670959de [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",
43 "is_query_report": True,
44 "name": "Lead Details",
45 "doctype": "Lead"
46 },
47 {
48 "type": "report",
49 "is_query_report": True,
50 "name": "Customer Addresses and Contacts",
51 "doctype": "Contact"
52 },
53 {
54 "type": "report",
55 "is_query_report": True,
56 "name": "Inactive Customers",
57 "doctype": "Sales Order"
58 },
59 ]
60 },
61 {
62 "label": _("Communication"),
63 "icon": "icon-star",
64 "items": [
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]65 {
66 "type": "doctype",
67 "name": "Newsletter",
68 "description": _("Newsletters to contacts, leads."),
69 },
Anand Doshi1a2e6bf2015-08-14 16:52:55 +0530[diff] [blame]70 {
71 "type": "doctype",
72 "name": "Communication",
73 "description": _("Record of all communications of type email, phone, chat, visit, etc."),
74 },
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]75 ]
76 },
77 {
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]78 "label": _("Setup"),
79 "icon": "icon-cog",
80 "items": [
81 {
82 "type": "doctype",
83 "name": "Campaign",
84 "description": _("Sales campaigns."),
85 },
86 {
87 "type": "page",
88 "label": _("Customer Group"),
89 "name": "Sales Browser",
90 "icon": "icon-sitemap",
91 "link": "Sales Browser/Customer Group",
92 "description": _("Manage Customer Group Tree."),
93 "doctype": "Customer Group",
94 },
95 {
96 "type": "page",
97 "label": _("Territory"),
98 "name": "Sales Browser",
99 "icon": "icon-sitemap",
100 "link": "Sales Browser/Territory",
101 "description": _("Manage Territory Tree."),
102 "doctype": "Territory",
103 },
104 {
105 "type": "page",
106 "label": _("Sales Person"),
107 "name": "Sales Browser",
108 "icon": "icon-sitemap",
109 "link": "Sales Browser/Sales Person",
110 "description": _("Manage Sales Person Tree."),
111 "doctype": "Sales Person",
112 },
113 {
114 "type": "doctype",
Rushabh Mehta14ae4c32015-03-18 20:02:44 +0530[diff] [blame]115 "name": "Newsletter List",
116 "description": _("Newsletter Mailing List"),
117 },
Rushabh Mehtad1e1c522016-03-08 18:06:21 +0530[diff] [blame]118 ]
119 },
120 {
121 "label": _("SMS"),
122 "icon": "icon-wrench",
123 "items": [
124 {
125 "type": "doctype",
126 "name": "SMS Center",
127 "description":_("Send mass SMS to your contacts"),
128 },
129 {
130 "type": "doctype",
131 "name": "SMS Log",
132 "description":_("Logs for maintaining sms delivery status"),
133 },
Rushabh Mehta14ae4c32015-03-18 20:02:44 +0530[diff] [blame]134 {
135 "type": "doctype",
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]136 "name": "SMS Settings",
137 "description": _("Setup SMS gateway settings")
Rushabh Mehtad1e1c522016-03-08 18:06:21 +0530[diff] [blame]138 }
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]139 ]
140 },
Rushabh Mehta67712402015-05-25 18:30:53 +0530[diff] [blame]141 {
142 "label": _("Help"),
143 "items": [
144 {
145 "type": "help",
146 "label": _("Lead to Quotation"),
147 "youtube_id": "TxYX4r4JAKA"
148 },
Sambhaji Kolatefd539912015-10-27 17:01:27 +0530[diff] [blame]149 {
150 "type": "help",
151 "label": _("Newsletters"),
152 "youtube_id": "muLKsCrrDRo"
153 },
Rushabh Mehta67712402015-05-25 18:30:53 +0530[diff] [blame]154 ]
155 },
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]156 ]