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Allows to choose from a defined summary list

Project description

License: AGPL-3

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.

Configuration

To configure the possible summary options, activate the developer mode and go to:

  • Go to Sales > Configuration > Sales & Opportunities > Phone Calls > Summaries.

Usage

  • Go to Sales > Phone Calls > Logged Calls.

  • There you can use the new Summary field.

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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 smash it by providing detailed and welcomed feedback.

Credits

Images

  • Odoo Community Association: Icon.

Contributors

Maintainer

Odoo Community Association

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.

To contribute to this module, please visit https://odoo-community.org.

Project details


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