Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
CRM (crm)
• Issue Tracking (project_issue) • Calendar (calendar) • Social Network (mail) • Project Management (project) • Timesheets (hr_timesheet_sheet) • Employee Directory (hr) |
Technical Name |
project_crm_calls |
License | See License tab |
Website | http://www.onestein.eu |
Project CRM Phone Calls
This module allows the user to easily convert a call to an Opportunity or an Issue.
By installing this module a new Support menu item is added under the Project menu; the Support menu contains two sub menu items: Calls and Issues.
User can log a call under the Call menu, defining for which project it belongs to. For each call, 4 action buttons are available:
- Schedule Other Call
- Meeting
- Convert to Opportunity
- Convert to Issue
When a call is converted to Opportunity or Issue, its flag "Is Processed" is set to True.
Configuration
To configure this module, you need to:
- No configuration needed. Just install the module.
Credits
Contributors
- Andrea Stirpe <a.stirpe@onestein.nl>
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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