.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
:target: http://www.gnu.org/licenses/agpl
:alt: License: AGPL-3
=================
Phonecall planner
=================
Use this module to plan a phone calls schedule for your partners, assuming you
have specified the ideal time to call them.
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.
.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
:alt: Try me on Runbot
:target: https://runbot.odoo-community.org/runbot/111/9.0
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 smash it by providing detailed and welcomed feedback.
Credits
=======
Images
------
* Odoo Community Association: `Icon <https://github.com/OCA/maintainer-tools/blob/master/template/module/static/description/icon.svg>`_.
Contributors
------------
* `Tecnativa <https://www.tecnativa.com>`_:
* Jairo Llopis <jairo.llopis@tecnativa.com>
Do not contact contributors directly about support or help with technical issues.
Maintainer
----------
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
This module is maintained by the OCA.
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.
To contribute to this module, please visit https://odoo-community.org.
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