Restricted Summary for Phone Calls

Allows to choose from a defined summary list

Technical Name:
crm_phonecall_summary_predefined
License:
Author:
Tecnativa
  • Odoo Version

Restricted Summary for Phone Calls

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

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 smashing 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.