Note about Times section

The Start and End times behave in a special way:

• Their date part is used to know the start and end dates for the planning.
• Their time part is used to know the time at which we will plan calls each day under the date range.

The Call duration field indicates the time spacing you want to leave between one call and the next one.

So, for instance, if you select start on 2017-09-01 09:00:00, end on 2017-09-03 10:00:00 and duration of 1:00, it will try to generate these phone calls:

• 2017-09-01 09:00:00
• 2017-09-01 10:00:00
• 2017-09-02 09:00:00
• 2017-09-02 10:00:00
• 2017-09-03 09:00:00
• 2017-09-03 10:00:00

Note about Repetition section

If you choose not to repeat calls, the planner will try to schedule one single phone call for each criteria combination (Partner + Campaign + Source + Medium) under the specified conditions in the Times section (see note above).

If you choose instead to repeat calls after some amount of days (Days gap), the planner will:

1. Try to find a partner that matches the criteria combination and has never been called; then schedule a call for him.
2. If all matching partners have already been called, then search for matching partners that have not been called in the specified Days gap; then schedule a call for the one with least total scheduled calls.
3. If there is still no match, then schedule nothing and continue.

Authors

• Tecnativa

Contributors

• Tecnativa:
  • Jairo Llopis <[email protected]>
  • David Vidal <[email protected]>
  • Alexandre Díaz <[email protected]>

Maintainers

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.

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.