==================================
Restricted Summary for Phone Calls
==================================
..
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
: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/12.0/crm_phonecall_summary_predefined
:alt: OCA/crm
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:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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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**
.. contents::
:local:
Configuration
=============
To configure the possible summary options:
#. Activate the developer mode
#. Go to *CRM > Configuration > Leads & Opportunities > Phone Calls > Summaries*.
#. Add or modify types there.
Usage
=====
#. Go to *CRM > Phone Calls > Logged Calls*.
#. There you can use the new *Summary* field
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_summary_predefined%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>`__:
* Rafael Blasco
* Jairo Llopis
* Vicent Cubells
* Cristina MartÃn
* Anand Kansagra <kansagraanand@hotmail.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_summary_predefined>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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"description": "==================================\nRestricted Summary for Phone Calls\n==================================\n\n.. \n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! This file is generated by oca-gen-addon-readme !!\n !! changes will be overwritten. !!\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! source digest: sha256:acbb0fd3f6b806e2e1e6f4a9e4cbc08e827b5d0853c44a3ad6ee3a3d66c1be1d\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_summary_predefined\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_summary_predefined\n :alt: Translate me on Weblate\n.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png\n :target: https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=12.0\n :alt: Try me on Runboat\n\n|badge1| |badge2| |badge3| |badge4| |badge5|\n\nThis module extends the functionality of CRM phone calls to support setting a\nlimited list of possible phone call summaries, that only the sales manager can\nedit.\n\n**Table of contents**\n\n.. contents::\n :local:\n\nConfiguration\n=============\n\nTo configure the possible summary options:\n\n#. Activate the developer mode\n#. Go to *CRM > Configuration > Leads & Opportunities > Phone Calls > Summaries*.\n#. Add or modify types there.\n\nUsage\n=====\n\n#. Go to *CRM > Phone Calls > Logged Calls*.\n#. There you can use the new *Summary* field\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 to smash it by providing a detailed and welcomed\n`feedback <https://github.com/OCA/crm/issues/new?body=module:%20crm_phonecall_summary_predefined%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 * Rafael Blasco\n * Jairo Llopis\n * Vicent Cubells\n * Cristina Mart\u00edn\n\n* Anand Kansagra <kansagraanand@hotmail.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_summary_predefined>`_ 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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