{ "info": { "author": "Tecnativa, Odoo Community Association (OCA)", "author_email": "support@odoo-community.org", "bugtrack_url": null, "classifiers": [ "Framework :: Odoo", "License :: OSI Approved :: GNU Affero General Public License v3", "Programming Language :: Python" ], "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/11.0/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-11-0/crm-11-0-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/111/11.0\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 `_.\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 `_.\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 `_:\n\n * Jairo Llopis \n * David Vidal \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 `_ project on GitHub.\n\nYou are welcome to contribute. 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