crm_phonecall_summary_predefined

Restricted Summary for Phone Calls

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
• Usage
• Bug Tracker
• Credits
  • Authors
  • Contributors
  • Maintainers

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
  • Víctor Martínez
• Anand Kansagra <[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.