Package: odoo12-addon-crm-phonecall-planner
Use this module to plan a phone calls schedule for your partners, assuming you
have specified the ideal time to call them.Table of contentsConfigurationUsageNote aboutTimessectionNote aboutRepetitionsectionKnown issues / RoadmapBug TrackerCreditsAuthorsContributorsMaintainersConfigurationTo 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.UsageNow, to actually generate the phone call planning:Go toSales > Phone Calls > Planner.Fill the fields underCall details. Those fields will be saved literally
in the generated phone calls.Fill the fields underCriteria. 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 underTimes. See note below.Fill the fields underRepetition. See note below.PressGenerate planning.Wait a little bit (this is usually a long process).You will get to the list of planned phone calls. Start calling!Note aboutTimessectionTheStartandEndtimes behave in a special way:Theirdatepart is used to know the start and end dates for the planning.Theirtimepart is used to know the time at which we will plan callseach
day under the date range.TheCall durationfield indicates the time spacing you want to leave between
one call and the next one.So, for instance, if you select start on2017-09-01 09:00:00, end on2017-09-03 10:00:00and duration of1:00, it will try to generate these
phone calls:2017-09-01 09:00:002017-09-01 10:00:002017-09-02 09:00:002017-09-02 10:00:002017-09-03 09:00:002017-09-03 10:00:00Note aboutRepetitionsectionIf you choose not to repeat calls, the planner will try to schedule one single
phone call for eachcriteria combination(Partner + Campaign + Source +
Medium) under the specified conditions in theTimessection (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 thecriteria combinationand 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 specifiedDays 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 / RoadmapIncompatible withcrm_phonecall_summary_predefinedaddon.Bug TrackerBugs are tracked onGitHub 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 welcomedfeedback.Do not contact contributors directly about support or help with technical issues.CreditsAuthorsTecnativaContributorsTecnativa:Jairo Llopis <jairo.llopis@tecnativa.com>David Vidal <david.vidal@tecnativa.com>Alexandre Díaz <alexandre.diaz@tecnativa.com>MaintainersThis 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.This module is part of theOCA/crmproject on GitHub.You are welcome to contribute. To learn how please visithttps://odoo-community.org/page/Contribute.