crm_phonecall
⧉ View on GitHubPurpose
Manage CRM phone calls end-to-end so sales teams can log, schedule, and analyze call interactions.
Features
- crm.phonecall: Provides comprehensive phone call records with statuses, durations, tags, marketing tracking, and partner linkage.
- crm.phonecall: Automatically synchronizes partner phone numbers and tags when the associated contact or opportunity changes.
- crm.phonecall: Records opening and closing timestamps and computes call duration whenever the status switches between open and done.
- crm.phonecall: Supports scheduling additional calls or logging completions directly from call records, optionally chaining the new records.
- crm.phonecall: Lets users convert calls into opportunities while copying contact, marketing, and descriptive details.
- crm.phonecall: Allows quick scheduling of meetings with prefilled attendees, subject, and call linkage.
- crm.phonecall: Enables inline editing of the call list view for users granted the dedicated form access group.
- crm.tag: Adds a CRM configuration menu to maintain phone call categories via tags.
- res.partner: Displays a phone call smart button summarizing related call counts and opening filtered call views from contacts.
- crm.lead: Exposes a calls smart button on leads that opens call views prefiltered on the opportunity.
- calendar.event: Associates scheduled meetings with phone calls to keep calendar events tied to call context.
- crm.phonecall.report: Provides analytical reporting with pivot and graph views summarizing call counts, durations, and delays by team or salesperson.
- res.config.settings: Introduces a configurable option that assigns the group enabling phone call form and inline editing access.
- security: Defines user groups to control visibility of scheduled call menus and form editing capabilities.
- crm.phonecall2phonecall: Offers a wizard to schedule or log follow-up calls with defaulted data from the originating call.