{ "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": ".. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg\n :target: http://www.gnu.org/licenses/agpl\n :alt: License: AGPL-3\n\n=================\nPhonecall planner\n=================\n\nUse this module to plan a phone calls schedule for your partners, assuming you\nhave specified the ideal time to call them.\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\n.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas\n :alt: Try me on Runbot\n :target: https://runbot.odoo-community.org/runbot/111/9.0\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\n`_. In case of trouble, please\ncheck there if your issue has already been reported. If you spotted it first,\nhelp us smash it by providing detailed and welcomed feedback.\n\nCredits\n=======\n\nImages\n------\n\n* Odoo Community Association: `Icon `_.\n\nContributors\n------------\n\n* `Tecnativa `_:\n * Jairo Llopis \n\nDo not contact contributors directly about support or help with technical issues.\n\nMaintainer\n----------\n\n.. image:: https://odoo-community.org/logo.png\n :alt: Odoo Community Association\n :target: https://odoo-community.org\n\nThis module is maintained by the OCA.\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\nTo contribute to this module, please visit https://odoo-community.org.\n\n\n", "description_content_type": null, "docs_url": null, "download_url": "", "downloads": { "last_day": -1, "last_month": -1, "last_week": -1 }, "home_page": "https://github.com/OCA/crm", "keywords": "", "license": "AGPL-3", "maintainer": "", "maintainer_email": "", "name": "odoo9-addon-crm-phonecall-planner", "package_url": "https://pypi.org/project/odoo9-addon-crm-phonecall-planner/", "platform": "", "project_url": "https://pypi.org/project/odoo9-addon-crm-phonecall-planner/", "project_urls": { "Homepage": "https://github.com/OCA/crm" }, "release_url": "https://pypi.org/project/odoo9-addon-crm-phonecall-planner/9.0.1.0.0/", "requires_dist": [ "odoo (<9.1a,>=9.0a)", "odoo9-addon-crm-phonecall", "odoo9-addon-partner-phonecall-schedule" ], "requires_python": "~=2.7", "summary": "Schedule phone calls according to some criteria", "version": "9.0.1.0.0" }, "last_serial": 4274363, "releases": { "9.0.1.0.0": [ { "comment_text": "", "digests": { "md5": "f061cdfe3bf34a3980e8662a090333aa", "sha256": "1cc72270614223f1b1f0f27d7f0cb3e8c9013797432d7767f0b96a24686ed992" }, "downloads": -1, "filename": "odoo9_addon_crm_phonecall_planner-9.0.1.0.0-py2-none-any.whl", "has_sig": false, "md5_digest": "f061cdfe3bf34a3980e8662a090333aa", "packagetype": "bdist_wheel", "python_version": "py2", "requires_python": "~=2.7", "size": 27063, "upload_time": "2018-03-13T05:30:31", "url": "https://files.pythonhosted.org/packages/36/00/735dba33990a46d1c5639ab2a067c2d08d8706fd28c696228d4d49a8f876/odoo9_addon_crm_phonecall_planner-9.0.1.0.0-py2-none-any.whl" } ], "9.0.1.0.0.99.dev1": [ { "comment_text": "", "digests": { "md5": "7b9d784f3264fbbad590e86d17a25476", "sha256": "1000bf537efca4784b83abc3e2af670f677e1cc985ad24b716d967a1020a90aa" }, "downloads": -1, "filename": "odoo9_addon_crm_phonecall_planner-9.0.1.0.0.99.dev1-py2-none-any.whl", "has_sig": false, "md5_digest": "7b9d784f3264fbbad590e86d17a25476", "packagetype": "bdist_wheel", "python_version": "py2", "requires_python": "~=2.7", "size": 146523, "upload_time": "2018-03-17T05:34:33", "url": "https://files.pythonhosted.org/packages/82/ff/e4c2fb6794b8830162723f066975d37746b35c657fa56a5a3852e79a9002/odoo9_addon_crm_phonecall_planner-9.0.1.0.0.99.dev1-py2-none-any.whl" } ], "9.0.1.0.0.99.dev2": [ { "comment_text": "", "digests": { "md5": "ea262d14e5bf43a26bf1b1a8a95e7299", "sha256": "8e1050d96cef1d3216cc65c4767f746479380b69c334046c644441b93ddd1cf2" }, "downloads": -1, "filename": "odoo9_addon_crm_phonecall_planner-9.0.1.0.0.99.dev2-py2-none-any.whl", "has_sig": false, "md5_digest": "ea262d14e5bf43a26bf1b1a8a95e7299", "packagetype": "bdist_wheel", "python_version": "py2", "requires_python": "~=2.7", "size": 147879, "upload_time": "2018-06-23T04:45:58", "url": "https://files.pythonhosted.org/packages/48/55/9050626acdd0af53daf45d31c22b33c189f9b6014d1597229cb96b1d6e99/odoo9_addon_crm_phonecall_planner-9.0.1.0.0.99.dev2-py2-none-any.whl" } ], "9.0.1.0.0.99.dev3": [ { "comment_text": "", "digests": { "md5": "c3c614b42a101ba5b12c90994d35328f", "sha256": "20a33101df1200e9773860c885e9a99bfd0e985459a3db56ca89ea98792a97f9" }, "downloads": -1, "filename": "odoo9_addon_crm_phonecall_planner-9.0.1.0.0.99.dev3-py2-none-any.whl", "has_sig": false, "md5_digest": "c3c614b42a101ba5b12c90994d35328f", "packagetype": "bdist_wheel", "python_version": "py2", "requires_python": "~=2.7", "size": 145103, "upload_time": "2018-09-15T04:39:53", "url": "https://files.pythonhosted.org/packages/0d/4e/459ca3d9b7d021b32af68cc4caee12bc885e7f5a99b7668ae441f93920f5/odoo9_addon_crm_phonecall_planner-9.0.1.0.0.99.dev3-py2-none-any.whl" } ] }, "urls": [ { "comment_text": "", "digests": { "md5": "f061cdfe3bf34a3980e8662a090333aa", "sha256": "1cc72270614223f1b1f0f27d7f0cb3e8c9013797432d7767f0b96a24686ed992" }, "downloads": -1, "filename": "odoo9_addon_crm_phonecall_planner-9.0.1.0.0-py2-none-any.whl", "has_sig": false, "md5_digest": "f061cdfe3bf34a3980e8662a090333aa", "packagetype": "bdist_wheel", "python_version": "py2", "requires_python": "~=2.7", "size": 27063, "upload_time": "2018-03-13T05:30:31", "url": "https://files.pythonhosted.org/packages/36/00/735dba33990a46d1c5639ab2a067c2d08d8706fd28c696228d4d49a8f876/odoo9_addon_crm_phonecall_planner-9.0.1.0.0-py2-none-any.whl" } ] }