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=============== | ||
CRM Phone Calls | ||
=============== | ||
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.. | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! source digest: sha256:cf4a0d7435295b9514f8e21035ca71ca4f9253e50121b723f9c293cec34b3509 | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png | ||
:target: https://odoo-community.org/page/development-status | ||
:alt: Beta | ||
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png | ||
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html | ||
:alt: License: AGPL-3 | ||
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github | ||
:target: https://github.com/OCA/crm/tree/17.0/crm_phonecall | ||
:alt: OCA/crm | ||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
:target: https://translation.odoo-community.org/projects/crm-17-0/crm-17-0-crm_phonecall | ||
:alt: Translate me on Weblate | ||
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png | ||
:target: https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=17.0 | ||
:alt: Try me on Runboat | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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This module allows to manage phone calls in order to analyze them. | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Usage | ||
===== | ||
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To use this module, you need to: | ||
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1. Go to *CRM > Phone Calls > Logged Calls > New*. | ||
2. If your user has *Show Scheduled Calls Menu* permission, you will see | ||
scheduled calls menu too. | ||
3. In any moment you can schedule another call, schedule a meeting or | ||
convert call contact to opportunity. | ||
4. Calls can be categorized and you can manage categories in *CRM > | ||
Configuration > Phone Calls > Categories*. | ||
5. Calls can be analyzed in *CRM > Reporting > Phone Calls Analysis*. | ||
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Known issues / Roadmap | ||
====================== | ||
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- Simplify the function schedule_another_phonecall returning always a | ||
recordset | ||
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Bug Tracker | ||
=========== | ||
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/issues>`_. | ||
In case of trouble, please check there if your issue has already been reported. | ||
If you spotted it first, help us to smash it by providing a detailed and welcomed | ||
`feedback <https://github.com/OCA/crm/issues/new?body=module:%20crm_phonecall%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. | ||
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Do not contact contributors directly about support or help with technical issues. | ||
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Credits | ||
======= | ||
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Authors | ||
------- | ||
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* Odoo S.A. | ||
* Tecnativa | ||
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Contributors | ||
------------ | ||
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- Odoo S.A. | ||
- `Tecnativa <https://www.tecnativa.com>`__ | ||
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- Vicent Cubells | ||
- Jairo Llopis | ||
- David Vidal | ||
- Alexandre Díaz | ||
- Stefan Ungureanu | ||
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- RIDA YAHLA <[email protected]> | ||
- Anand Kansagra <[email protected]> | ||
- `Druidoo <https://www.druidoo.io>`__ | ||
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- Iván Todorovich <[email protected]> | ||
- Manuel Marquez <[email protected]> | ||
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- Ruchir Shukla <[email protected]> | ||
- `APSL-Nagarro <https://apsl.tech>`__: | ||
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- Antoni Marroig <[email protected]> | ||
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Maintainers | ||
----------- | ||
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This module is maintained by the OCA. | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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OCA, or the Odoo Community Association, is a nonprofit organization whose | ||
mission is to support the collaborative development of Odoo features and | ||
promote its widespread use. | ||
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This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/17.0/crm_phonecall>`_ project on GitHub. | ||
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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from . import models | ||
from . import report | ||
from . import wizard |
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# @@ -1,11 +1,10 @@ | ||
# Copyright 2017 Tecnativa - Vicent Cubells | ||
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{ | ||
"name": "CRM Phone Calls", | ||
"version": "17.0.1.0.0", | ||
"category": "Customer Relationship Management", | ||
"author": "Odoo S.A., Tecnativa, Odoo Community Association (OCA)", | ||
"website": "https://github.com/OCA/crm", | ||
"license": "AGPL-3", | ||
"depends": ["crm", "calendar"], | ||
"data": [ | ||
"security/crm_security.xml", | ||
"security/ir.model.access.csv", | ||
"wizard/crm_phonecall_to_phonecall_view.xml", | ||
"views/crm_phonecall_view.xml", | ||
"views/res_partner_view.xml", | ||
"views/crm_lead_view.xml", | ||
"views/res_config_settings_views.xml", | ||
"report/crm_phonecall_report_view.xml", | ||
], | ||
"installable": True, | ||
} |
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