Restricted Summary for Phone Calls
(0)
218
Tecnativa

Restricted Summary for Phone Calls

FREE
Required themes
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 > Configuration > Pipelines > Phone Calls > Summaries.
  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
Spanish (AR) / Español (AR)
100%
Portuguese (BR) / Português (BR)
100%
Italian / Italiano
100%
Slovenian / slovenščina
88%
Croatian / hrvatski jezik
88%
Dutch / Nederlands
50%
French / Français
50%
Dutch / Nederlands
50%
Spanish (MX) / Español (MX)
44%
Bulgarian / български език
44%
Spanish (VE) / Español (VE)
44%
Slovak / Slovenský jazyk
44%
Polish / Język polski
44%
Spanish (PE) / Español (PE)
44%
Spanish (CO) / Español (CO)
44%
Chinese (Traditional) / 繁體中文
44%
Thai / ภาษาไทย
44%
Ukrainian / українська
44%
German / Deutsch
44%
Japanese / 日本語
44%
Hungarian / Magyar
44%
Turkish / Türkçe
44%
Dutch (BE) / Nederlands (BE)
44%
Bosnian / bosanski jezik
44%
English (UK)
44%
Portuguese / Português
44%
Estonian / Eesti keel
44%
Chinese (Simplified) / 简体中文
44%
Macedonian / македонски јазик
44%
Hebrew / עִבְרִי
44%
Indonesian / Bahasa Indonesia
44%
Persian / فارس
44%
Portuguese / Português
44%
Vietnamese / Tiếng Việt
44%
Turkish / Türkçe
44%
Mongolian / монгол
44%
Spanish (EC) / Español (EC)
44%
Swedish / Svenska
44%
Spanish (DO) / Español (DO)
44%
Spanish (CL) / Español (CL)
44%
Finnish / Suomi
44%
Serbian (Latin) / srpski
44%
Arabic / الْعَرَبيّة
44%
Romanian / română
38%
Croatian / hrvatski jezik
38%
French (CA) / Français (CA)
38%
French (CH) / Français (CH)
38%
Norwegian Bokmål / Norsk bokmål
38%
Latvian / latviešu valoda
33%
Russian / русский язык
33%
Spanish (PY) / Español (PY)
33%
Spanish (CR) / Español (CR)
33%
Spanish / Español
27%
Spanish / Español
27%
Lithuanian / Lietuvių kalba
27%
Lithuanian / Lietuvių kalba
27%
Greek / Ελληνικά
27%
Vietnamese / Tiếng Việt
27%
Galician / Galego
5%
Galician / Galego
5%