Restricted Summary for Phone Calls
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Restricted Summary for Phone Calls

FREE

Required apps
Sales Channels (sales_team)
Technical name
crm_phonecall_summary_predefined
License
AGPL-3
Secure dependencies
N/A
Restricted Summary for Phone Calls

Restricted Summary for Phone Calls

Beta License: AGPL-3 OCA/crm Translate me on Weblate Try me on Runboat

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.

Table of contents

Configuration

To configure the possible summary options:

  1. Activate the developer mode
  2. Go to CRM > Configuration > Leads & Opportunities > Phone Calls > Summaries.
  3. Add or modify types there.

Usage

  1. Go to CRM > Phone Calls > Logged Calls.
  2. 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 to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Tecnativa

Contributors

  • Tecnativa:
    • Rafael Blasco
    • Jairo Llopis
    • Vicent Cubells
    • Cristina Martín

Maintainers

This module is maintained by the OCA.

Odoo Community Association

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.

This module is part of the OCA/crm project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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Python dependencies

Package Version Secured
psycopg2_binary 2.8.6

Available languages

Language % translated
German / Deutsch
100%
Italian / Italiano
100%
Croatian / hrvatski jezik
100%
Spanish (AR) / Español (AR)
100%
Slovenian / slovenščina
93%
Dutch / Nederlands
60%
French / Français
60%
Dutch / Nederlands
60%
Estonian / Eesti keel
53%
Spanish (DO) / Español (DO)
53%
Mongolian / монгол
53%
Turkish / Türkçe
53%
Ukrainian / українська
53%
Polish / Język polski
53%
Turkish / Türkçe
53%
Serbian (Latin) / srpski
53%
Arabic / الْعَرَبيّة
53%
Thai / ภาษาไทย
53%
Swedish / Svenska
53%
Spanish (CO) / Español (CO)
53%
Spanish (PE) / Español (PE)
53%
Portuguese / Português
53%
Indonesian / Bahasa Indonesia
53%
Persian / فارس
53%
Dutch (BE) / Nederlands (BE)
53%
Spanish (MX) / Español (MX)
53%
Finnish / Suomi
53%
Macedonian / македонски јазик
53%
Hebrew / עִבְרִי
53%
Spanish (CL) / Español (CL)
53%
Slovak / Slovenský jazyk
53%
Japanese / 日本語
53%
Hungarian / Magyar
53%
Spanish (VE) / Español (VE)
53%
Portuguese / Português
53%
Bosnian / bosanski jezik
53%
English (UK)
53%
Vietnamese / Tiếng Việt
53%
Portuguese (BR) / Português (BR)
53%
Chinese (Traditional) / 繁體中文
53%
Bulgarian / български език
53%
Spanish (EC) / Español (EC)
53%
Chinese (Simplified) / 简体中文
53%
French (CA) / Français (CA)
46%
French (CH) / Français (CH)
46%
Romanian / română
46%
Croatian / hrvatski jezik
46%
Norwegian Bokmål / Norsk bokmål
46%
Russian / русский язык
40%
Latvian / latviešu valoda
40%
Spanish (CR) / Español (CR)
40%
Spanish (PY) / Español (PY)
40%
Greek / Ελληνικά
33%
Lithuanian / Lietuvių kalba
33%
Spanish / Español
33%
Vietnamese / Tiếng Việt
33%
Lithuanian / Lietuvių kalba
33%
Spanish / Español
33%
Galician / Galego
6%
Galician / Galego
6%