=================
Phonecall planner
=================
.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://github.com/OCA/crm/tree/12.0/crm_phonecall_planner
:alt: OCA/crm
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Use this module to plan a phone calls schedule for your partners, assuming you
have specified the ideal time to call them.
**Table of contents**
.. contents::
:local:
Configuration
=============
To use this module, you need to specify your partners' preferred phone call
schedule:
#. Go to any partner's form > *Phone Calls*.
#. Set the preferred phone calling schedule for the partner.
#. Repeat above steps for all of your partners.
Usage
=====
Now, to actually generate the phone call planning:
#. Go to *Sales > Phone Calls > Planner*.
#. Fill the fields under *Call details*. Those fields will be saved literally
in the generated phone calls.
#. Fill the fields under *Criteria*. Those fields are used to filter the
partners and the preexisting calls. The UTM fields will also be saved
literally in the generated phone calls.
#. Fill the fields under *Times*. See note below.
#. Fill the fields under *Repetition*. See note below.
#. Press *Generate planning*.
#. Wait a little bit (this is usually a long process).
#. You will get to the list of planned phone calls. Start calling!
Note about *Times* section
~~~~~~~~~~~~~~~~~~~~~~~~~~
The *Start* and *End* times behave in a special way:
* Their *date* part is used to know the start and end dates for the planning.
* Their *time* part is used to know the time at which we will plan calls *each
day under the date range*.
The *Call duration* field indicates the time spacing you want to leave between
one call and the next one.
So, for instance, if you select start on *2017-09-01 09:00:00*, end on
*2017-09-03 10:00:00* and duration of *1:00*, it will try to generate these
phone calls:
* 2017-09-01 09:00:00
* 2017-09-01 10:00:00
* 2017-09-02 09:00:00
* 2017-09-02 10:00:00
* 2017-09-03 09:00:00
* 2017-09-03 10:00:00
Note about *Repetition* section
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If you choose not to repeat calls, the planner will try to schedule one single
phone call for each **criteria combination** (*Partner + Campaign + Source +
Medium*) under the specified conditions in the *Times* section (see note above).
If you choose instead to repeat calls after some amount of days (*Days gap*),
the planner will:
#. Try to find a partner that matches the **criteria combination** and has never
been called; then schedule a call for him.
#. If all matching partners have already been called, then search for matching
partners that have not been called in the specified *Days gap*; then schedule a
call for the one with least total scheduled calls.
#. If there is still no match, then schedule nothing and continue.
Known issues / Roadmap
======================
* Incompatible with ``crm_phonecall_summary_predefined`` addon.
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 smashing it by providing a detailed and welcomed
`feedback <https://github.com/OCA/crm/issues/new?body=module:%20crm_phonecall_planner%0Aversion:%2012.0%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
~~~~~~~
* Tecnativa
Contributors
~~~~~~~~~~~~
* `Tecnativa <https://www.tecnativa.com>`_:
* Jairo Llopis <jairo.llopis@tecnativa.com>
* David Vidal <david.vidal@tecnativa.com>
* Alexandre Díaz <alexandre.diaz@tecnativa.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/12.0/crm_phonecall_planner>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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"description": "=================\nPhonecall planner\n=================\n\n.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! This file is generated by oca-gen-addon-readme !!\n !! changes will be overwritten. !!\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n\n.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png\n :target: https://odoo-community.org/page/development-status\n :alt: Beta\n.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png\n :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html\n :alt: License: AGPL-3\n.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github\n :target: https://github.com/OCA/crm/tree/12.0/crm_phonecall_planner\n :alt: OCA/crm\n.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png\n :target: https://translation.odoo-community.org/projects/crm-12-0/crm-12-0-crm_phonecall_planner\n :alt: Translate me on Weblate\n.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png\n :target: https://runbot.odoo-community.org/runbot/111/12.0\n :alt: Try me on Runbot\n\n|badge1| |badge2| |badge3| |badge4| |badge5| \n\nUse this module to plan a phone calls schedule for your partners, assuming you\nhave specified the ideal time to call them.\n\n**Table of contents**\n\n.. contents::\n :local:\n\nConfiguration\n=============\n\nTo use this module, you need to specify your partners' preferred phone call\nschedule:\n\n#. Go to any partner's form > *Phone Calls*.\n#. Set the preferred phone calling schedule for the partner.\n#. Repeat above steps for all of your partners.\n\nUsage\n=====\n\nNow, to actually generate the phone call planning:\n\n#. Go to *Sales > Phone Calls > Planner*.\n#. Fill the fields under *Call details*. Those fields will be saved literally\n in the generated phone calls.\n#. Fill the fields under *Criteria*. Those fields are used to filter the\n partners and the preexisting calls. The UTM fields will also be saved\n literally in the generated phone calls.\n#. Fill the fields under *Times*. See note below.\n#. Fill the fields under *Repetition*. See note below.\n#. Press *Generate planning*.\n#. Wait a little bit (this is usually a long process).\n#. You will get to the list of planned phone calls. Start calling!\n\nNote about *Times* section\n~~~~~~~~~~~~~~~~~~~~~~~~~~\n\nThe *Start* and *End* times behave in a special way:\n\n* Their *date* part is used to know the start and end dates for the planning.\n* Their *time* part is used to know the time at which we will plan calls *each\n day under the date range*.\n\nThe *Call duration* field indicates the time spacing you want to leave between\none call and the next one.\n\nSo, for instance, if you select start on *2017-09-01 09:00:00*, end on\n*2017-09-03 10:00:00* and duration of *1:00*, it will try to generate these\nphone calls:\n\n* 2017-09-01 09:00:00\n* 2017-09-01 10:00:00\n* 2017-09-02 09:00:00\n* 2017-09-02 10:00:00\n* 2017-09-03 09:00:00\n* 2017-09-03 10:00:00\n\nNote about *Repetition* section\n~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\n\nIf you choose not to repeat calls, the planner will try to schedule one single\nphone call for each **criteria combination** (*Partner + Campaign + Source +\nMedium*) under the specified conditions in the *Times* section (see note above).\n\nIf you choose instead to repeat calls after some amount of days (*Days gap*),\nthe planner will:\n\n#. Try to find a partner that matches the **criteria combination** and has never\n been called; then schedule a call for him.\n#. If all matching partners have already been called, then search for matching\n partners that have not been called in the specified *Days gap*; then schedule a\n call for the one with least total scheduled calls.\n#. If there is still no match, then schedule nothing and continue.\n\nKnown issues / Roadmap\n======================\n\n* Incompatible with ``crm_phonecall_summary_predefined`` addon.\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues <https://github.com/OCA/crm/issues>`_.\nIn case of trouble, please check there if your issue has already been reported.\nIf you spotted it first, help us smashing it by providing a detailed and welcomed\n`feedback <https://github.com/OCA/crm/issues/new?body=module:%20crm_phonecall_planner%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.\n\nDo not contact contributors directly about support or help with technical issues.\n\nCredits\n=======\n\nAuthors\n~~~~~~~\n\n* Tecnativa\n\nContributors\n~~~~~~~~~~~~\n\n* `Tecnativa <https://www.tecnativa.com>`_:\n\n * Jairo Llopis <jairo.llopis@tecnativa.com>\n * David Vidal <david.vidal@tecnativa.com>\n * Alexandre D\u00edaz <alexandre.diaz@tecnativa.com>\n\nMaintainers\n~~~~~~~~~~~\n\nThis module is maintained by the OCA.\n\n.. image:: https://odoo-community.org/logo.png\n :alt: Odoo Community Association\n :target: https://odoo-community.org\n\nOCA, or the Odoo Community Association, is a nonprofit organization whose\nmission is to support the collaborative development of Odoo features and\npromote its widespread use.\n\nThis module is part of the `OCA/crm <https://github.com/OCA/crm/tree/12.0/crm_phonecall_planner>`_ project on GitHub.\n\nYou are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.\n\n\n",
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