crm_phonecall_summary_predefined

Purpose

This module enforces the use of predefined summaries on CRM phone calls that only managers can maintain.

Features

crm.phonecall: Phone calls use a mandatory summary selection from predefined records, and the call title mirrors the linked summary in list, form, and calendar views.
crm.phonecall: Follow-up scheduling keeps the chosen summary when duplicating a phone call.
crm.phonecall.summary: Sales managers manage reusable summaries with unique names and visibility of linked phone calls.
crm.phonecall2phonecall: The schedule wizard defaults the summary from the active phone call and requires selecting a predefined summary.
CRM configuration: Adds a Summaries menu to manage phone call summaries within the CRM phone call configuration section.
security: Sales managers can create and edit summaries while partner managers and salespeople have read-only access.
data migration: Existing phone calls without a linked summary are matched or converted to summary records during installation.