Allows to choose from a defined summary list
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
To configure the possible summary options:
- Activate the developer mode
- Go to CRM > Configuration > Leads & Opportunities > Phone Calls > Summaries.
- Add or modify types there.
- Go to CRM > Configuration > Pipelines > Phone Calls > Summaries.
- There you can use the new Summary field
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.
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.
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