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git.clicks.codes / Clicks / Forks / ERPNext / 7fc1bc0b27b96fcc83aa8f29bbee871354dfe051 / . / erpnext / config / crm.py
blob: 5ac46bd7b8078d02c6f7433ec15f5f66e4da3ef2 [file] [log] [blame]
Aditya Hasef3c22f32019-01-22 18:22:20 +0530[diff] [blame]1from __future__ import unicode_literals
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]2from frappe import _
3
4def get_data():
5 return [
6 {
Rushabh Mehtad1e1c522016-03-08 18:06:21 +0530[diff] [blame]7 "label": _("Sales Pipeline"),
Rushabh Mehta2167ff52016-12-07 11:08:48 +0530[diff] [blame]8 "icon": "fa fa-star",
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]9 "items": [
10 {
11 "type": "doctype",
12 "name": "Lead",
13 "description": _("Database of potential customers."),
14 },
15 {
16 "type": "doctype",
Rushabh Mehtad1e1c522016-03-08 18:06:21 +0530[diff] [blame]17 "name": "Opportunity",
18 "description": _("Potential opportunities for selling."),
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]19 },
20 {
21 "type": "doctype",
Rushabh Mehtad1e1c522016-03-08 18:06:21 +0530[diff] [blame]22 "name": "Customer",
23 "description": _("Customer database."),
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]24 },
25 {
26 "type": "doctype",
27 "name": "Contact",
28 "description": _("All Contacts."),
29 },
Rushabh Mehtad1e1c522016-03-08 18:06:21 +0530[diff] [blame]30 ]
31 },
32 {
33 "label": _("Reports"),
Rushabh Mehta2167ff52016-12-07 11:08:48 +0530[diff] [blame]34 "icon": "fa fa-list",
Rushabh Mehtad1e1c522016-03-08 18:06:21 +0530[diff] [blame]35 "items": [
36 {
Rohit Waghchaure6681b0d2017-04-14 16:49:22 +0530[diff] [blame]37 "type": "report",
38 "is_query_report": True,
39 "name": "Lead Details",
40 "doctype": "Lead"
41 },
42 {
Rushabh Mehtad1e1c522016-03-08 18:06:21 +0530[diff] [blame]43 "type": "page",
44 "name": "sales-funnel",
45 "label": _("Sales Funnel"),
Rushabh Mehta2167ff52016-12-07 11:08:48 +0530[diff] [blame]46 "icon": "fa fa-bar-chart",
Rushabh Mehtad1e1c522016-03-08 18:06:21 +0530[diff] [blame]47 },
48 {
49 "type": "report",
Rohit Waghchaure1c685092017-04-13 19:51:14 +0530[diff] [blame]50 "name": "Prospects Engaged But Not Converted",
51 "doctype": "Lead",
52 "is_query_report": True
53 },
54 {
55 "type": "report",
Rohit Waghchaure6681b0d2017-04-14 16:49:22 +0530[diff] [blame]56 "name": "Minutes to First Response for Opportunity",
57 "doctype": "Opportunity",
58 "is_query_report": True
Rushabh Mehtad1e1c522016-03-08 18:06:21 +0530[diff] [blame]59 },
60 {
61 "type": "report",
62 "is_query_report": True,
Kanchan Chauhan283b8c92016-11-01 13:05:11 +0530[diff] [blame]63 "name": "Customer Addresses And Contacts",
Rushabh Mehtad1e1c522016-03-08 18:06:21 +0530[diff] [blame]64 "doctype": "Contact"
65 },
66 {
67 "type": "report",
68 "is_query_report": True,
69 "name": "Inactive Customers",
70 "doctype": "Sales Order"
71 },
pawanc27d9f72017-04-25 19:01:27 +0530[diff] [blame]72 {
73 "type": "report",
74 "is_query_report": True,
75 "name": "Campaign Efficiency",
76 "doctype": "Lead"
77 },
78 {
79 "type": "report",
80 "is_query_report": True,
81 "name": "Lead Owner Efficiency",
82 "doctype": "Lead"
83 }
Rushabh Mehtad1e1c522016-03-08 18:06:21 +0530[diff] [blame]84 ]
85 },
86 {
87 "label": _("Communication"),
Rushabh Mehta2167ff52016-12-07 11:08:48 +0530[diff] [blame]88 "icon": "fa fa-star",
Rushabh Mehtad1e1c522016-03-08 18:06:21 +0530[diff] [blame]89 "items": [
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]90 {
91 "type": "doctype",
Anand Doshi1a2e6bf2015-08-14 16:52:55 +0530[diff] [blame]92 "name": "Communication",
93 "description": _("Record of all communications of type email, phone, chat, visit, etc."),
94 },
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]95 ]
96 },
97 {
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]98 "label": _("Setup"),
Rushabh Mehta2167ff52016-12-07 11:08:48 +0530[diff] [blame]99 "icon": "fa fa-cog",
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]100 "items": [
101 {
102 "type": "doctype",
103 "name": "Campaign",
104 "description": _("Sales campaigns."),
105 },
106 {
Saurabh52ec0ed2016-07-05 18:02:38 +0530[diff] [blame]107 "type": "doctype",
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]108 "label": _("Customer Group"),
Saurabh52ec0ed2016-07-05 18:02:38 +0530[diff] [blame]109 "name": "Customer Group",
Rushabh Mehta2167ff52016-12-07 11:08:48 +0530[diff] [blame]110 "icon": "fa fa-sitemap",
Saurabh17022732016-06-21 13:19:17 +0530[diff] [blame]111 "link": "Tree/Customer Group",
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]112 "description": _("Manage Customer Group Tree."),
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]113 },
114 {
Saurabh52ec0ed2016-07-05 18:02:38 +0530[diff] [blame]115 "type": "doctype",
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]116 "label": _("Territory"),
Saurabh52ec0ed2016-07-05 18:02:38 +0530[diff] [blame]117 "name": "Territory",
Rushabh Mehta2167ff52016-12-07 11:08:48 +0530[diff] [blame]118 "icon": "fa fa-sitemap",
Saurabh17022732016-06-21 13:19:17 +0530[diff] [blame]119 "link": "Tree/Territory",
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]120 "description": _("Manage Territory Tree."),
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]121 },
122 {
Saurabh52ec0ed2016-07-05 18:02:38 +0530[diff] [blame]123 "type": "doctype",
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]124 "label": _("Sales Person"),
Saurabh52ec0ed2016-07-05 18:02:38 +0530[diff] [blame]125 "name": "Sales Person",
Rushabh Mehta2167ff52016-12-07 11:08:48 +0530[diff] [blame]126 "icon": "fa fa-sitemap",
Saurabh17022732016-06-21 13:19:17 +0530[diff] [blame]127 "link": "Tree/Sales Person",
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]128 "description": _("Manage Sales Person Tree."),
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]129 },
Harsh Patel22e6f8d2018-03-08 16:23:59 +0530[diff] [blame]130 {
131 "type": "doctype",
132 "name": "Lead Source",
133 "description": _("Track Leads by Lead Source.")
134 },
Rushabh Mehtad1e1c522016-03-08 18:06:21 +0530[diff] [blame]135 ]
136 },
137 {
138 "label": _("SMS"),
Rushabh Mehta2167ff52016-12-07 11:08:48 +0530[diff] [blame]139 "icon": "fa fa-wrench",
Rushabh Mehtad1e1c522016-03-08 18:06:21 +0530[diff] [blame]140 "items": [
141 {
142 "type": "doctype",
143 "name": "SMS Center",
144 "description":_("Send mass SMS to your contacts"),
145 },
146 {
147 "type": "doctype",
148 "name": "SMS Log",
149 "description":_("Logs for maintaining sms delivery status"),
150 },
Rushabh Mehta14ae4c32015-03-18 20:02:44 +0530[diff] [blame]151 {
152 "type": "doctype",
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]153 "name": "SMS Settings",
154 "description": _("Setup SMS gateway settings")
Rushabh Mehtad1e1c522016-03-08 18:06:21 +0530[diff] [blame]155 }
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]156 ]
157 },
Rushabh Mehta67712402015-05-25 18:30:53 +0530[diff] [blame]158 {
159 "label": _("Help"),
160 "items": [
161 {
162 "type": "help",
163 "label": _("Lead to Quotation"),
164 "youtube_id": "TxYX4r4JAKA"
165 },
Sambhaji Kolatefd539912015-10-27 17:01:27 +0530[diff] [blame]166 {
167 "type": "help",
168 "label": _("Newsletters"),
169 "youtube_id": "muLKsCrrDRo"
170 },
Rushabh Mehta67712402015-05-25 18:30:53 +0530[diff] [blame]171 ]
172 },
Rushabh Mehta60cfccb2015-02-17 10:36:54 +0530[diff] [blame]173 ]