Restricted Summary for Phone Calls
by Tecnativa https://github.com/OCA/crm , Odoo Community Association (OCA) https://github.com/OCA/crm
Odoo
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Discuss (mail) |
Community Apps Dependencies | Show |
Technical Name |
crm_phonecall_summary_predefined |
License | AGPL-3 |
Website | http://www.tecnativa.com |
Versions | 13.0 8.0 9.0 11.0 14.0 15.0 10.0 12.0 |
Restricted Summary for Phone Calls
This module extends the functionality of CRM phone calls to support setting a limited list of possible phone call summaries, that only the sales manager can edit.
Configuration
To configure the possible summary options, activate the developer mode and go to:
- Go to Sales > Configuration > Sales & Opportunities > Phone Calls > Summaries.
Usage
- Go to Sales > Phone Calls > Logged Calls.
- There you can use the new Summary field.
Bug Tracker
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smash it by providing detailed and welcomed feedback.
Credits
Images
- Odoo Community Association: Icon.
Contributors
- Rafael Blasco <rafabn@antiun.com>
- Jairo Llopis <yajo.sk8@gmail.com>
- Vicent Cubells <vicent.cubells@tecnativa.com>
Maintainer
This module is maintained by the OCA.
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.
To contribute to this module, please visit https://odoo-community.org.
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