oca-crm/odoo-bringout-oca-crm-crm_phonecall/crm_phonecall
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README.rst Add oca-crm submodule with 26 CRM modules 2025-08-30 17:44:33 +02:00

===============
CRM Phone Calls
===============

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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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    :alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
    :alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github
    :target: https://github.com/OCA/crm/tree/16.0/crm_phonecall
    :alt: OCA/crm
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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    :alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

This module allows to manage phone calls in order to analyze them.

**Table of contents**

.. contents::
   :local:

Usage
=====

To use this module, you need to:

#. Go to *CRM > Phone Calls > Logged Calls > New*.
#. If your user has *Show Scheduled Calls Menu* permission, you will see
   scheduled calls menu too.
#. In any moment you can schedule another call, schedule a meeting or convert
   call contact to opportunity.
#. Calls can be categorized and you can manage categories in *CRM >
   Configuration > Phone Calls > Categories*.
#. Calls can be analyzed in *CRM > Reporting > Phone Calls Analysis*.

Known issues / Roadmap
======================

* Simplify the function schedule_another_phonecall returning always a recordset

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/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 <https://github.com/OCA/crm/issues/new?body=module:%20crm_phonecall%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* Odoo S.A.
* Tecnativa

Contributors
~~~~~~~~~~~~

* Odoo S.A.
* `Tecnativa <https://www.tecnativa.com>`_

  * Vicent Cubells
  * Jairo Llopis
  * David Vidal
  * Alexandre Díaz
  * Stefan Ungureanu

* RIDA YAHLA <mireda2012@gmail.com>

* Anand Kansagra <kansagraanand@hotmail.com>

* `Druidoo <https://www.druidoo.io>`_

  * Iván Todorovich <ivan.todorovich@druidoo.io>
  * Manuel Marquez <manuel.marquez@druidoo.io>

* Ruchir Shukla <ruchir@bizzappdev.com>

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

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 <https://github.com/OCA/crm/tree/16.0/crm_phonecall>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.