Restricted Summary for Phone Calls
(0)
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Restricted Summary for Phone Calls

FREE

Required apps
Sales Teams (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

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
Slovenian / slovenščina
100%
Italian / Italiano
100%
Portuguese (BR) / Português (BR)
100%
Croatian / hrvatski jezik
100%
Spanish (AR) / Español (AR)
100%
German / Deutsch
56%
Dutch / Nederlands
56%
French / Français
56%
Dutch / Nederlands
56%
Spanish (DO) / Español (DO)
50%
Serbian (Latin) / srpski
50%
Slovak / Slovenský jazyk
50%
Persian / فارس
50%
Spanish (MX) / Español (MX)
50%
Polish / Język polski
50%
Ukrainian / українська
50%
Finnish / Suomi
50%
Swedish / Svenska
50%
Macedonian / македонски јазик
50%
Hebrew / עִבְרִי
50%
Indonesian / Bahasa Indonesia
50%
Spanish (CL) / Español (CL)
50%
Spanish (VE) / Español (VE)
50%
English (UK)
50%
Portuguese / Português
50%
Bulgarian / български език
50%
Mongolian / монгол
50%
Bosnian / bosanski jezik
50%
Japanese / 日本語
50%
Hungarian / Magyar
50%
Spanish (EC) / Español (EC)
50%
Turkish / Türkçe
50%
Thai / ภาษาไทย
50%
Spanish (CO) / Español (CO)
50%
Chinese (Traditional) / 繁體中文
50%
Turkish / Türkçe
50%
Dutch (BE) / Nederlands (BE)
50%
Arabic / الْعَرَبيّة
50%
Chinese (Simplified) / 简体中文
50%
Estonian / Eesti keel
50%
Vietnamese / Tiếng Việt
50%
Portuguese / Português
50%
Spanish (PE) / Español (PE)
50%
Croatian / hrvatski jezik
43%
Norwegian Bokmål / Norsk bokmål
43%
Romanian / română
43%
French (CA) / Français (CA)
43%
French (CH) / Français (CH)
43%
Latvian / latviešu valoda
37%
Spanish (PY) / Español (PY)
37%
Russian / русский язык
37%
Spanish (CR) / Español (CR)
37%
Spanish / Español
31%
Vietnamese / Tiếng Việt
31%
Lithuanian / Lietuvių kalba
31%
Lithuanian / Lietuvių kalba
31%
Greek / Ελληνικά
31%
Spanish / Español
31%
Galician / Galego
6%
Galician / Galego
6%