<h1 class="title">Phonecall planner</h1> <p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/crm/tree/13.0/crm_phonecall_planner"><img alt="OCA/crm" src="https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/crm-13-0/crm-13-0-crm_phonecall_planner"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/111/13.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> <p>Use this module to plan a phone calls schedule for your partners, assuming you have specified the ideal time to call them.</p> <p><strong>Table of contents</strong></p> <div class="contents local topic" id="contents"> <ul class="simple"> <li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li> <li><a class="reference internal" href="#usage" id="id2">Usage</a><ul> <li><a class="reference internal" href="#note-about-times-section" id="id3">Note about <em>Times</em> section</a></li> <li><a class="reference internal" href="#note-about-repetition-section" id="id4">Note about <em>Repetition</em> section</a></li> </ul> </li> <li><a class="reference internal" href="#known-issues-roadmap" id="id5">Known issues / Roadmap</a></li> <li><a class="reference internal" href="#bug-tracker" id="id6">Bug Tracker</a></li> <li><a class="reference internal" href="#credits" id="id7">Credits</a><ul> <li><a class="reference internal" href="#authors" id="id8">Authors</a></li> <li><a class="reference internal" href="#contributors" id="id9">Contributors</a></li> <li><a class="reference internal" href="#maintainers" id="id10">Maintainers</a></li> </ul> </li> </ul> </div> <a name="configuration"></a> <h2><a class="toc-backref" href="#id1">Configuration</a></h2> <p>To use this module, you need to specify your partners' preferred phone call schedule:</p> <ol class="arabic simple"> <li>Go to any partner's form &gt; <em>Phone Calls</em>.</li> <li>Set the preferred phone calling schedule for the partner.</li> <li>Repeat above steps for all of your partners.</li> </ol> <a name="usage"></a> <h2><a class="toc-backref" href="#id2">Usage</a></h2> <p>Now, to actually generate the phone call planning:</p> <ol class="arabic simple"> <li>Go to <em>Sales &gt; Phone Calls &gt; Planner</em>.</li> <li>Fill the fields under <em>Call details</em>. Those fields will be saved literally in the generated phone calls.</li> <li>Fill the fields under <em>Criteria</em>. 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.</li> <li>Fill the fields under <em>Times</em>. See note below.</li> <li>Fill the fields under <em>Repetition</em>. See note below.</li> <li>Press <em>Generate planning</em>.</li> <li>Wait a little bit (this is usually a long process).</li> <li>You will get to the list of planned phone calls. Start calling!</li> </ol> <a name="note-about-times-section"></a> <h3><a class="toc-backref" href="#id3">Note about <em>Times</em> section</a></h3> <p>The <em>Start</em> and <em>End</em> times behave in a special way:</p> <ul class="simple"> <li>Their <em>date</em> part is used to know the start and end dates for the planning.</li> <li>Their <em>time</em> part is used to know the time at which we will plan calls <em>each day under the date range</em>.</li> </ul> <p>The <em>Call duration</em> field indicates the time spacing you want to leave between one call and the next one.</p> <p>So, for instance, if you select start on <em>2017-09-01 09:00:00</em>, end on <em>2017-09-03 10:00:00</em> and duration of <em>1:00</em>, it will try to generate these phone calls:</p> <ul class="simple"> <li>2017-09-01 09:00:00</li> <li>2017-09-01 10:00:00</li> <li>2017-09-02 09:00:00</li> <li>2017-09-02 10:00:00</li> <li>2017-09-03 09:00:00</li> <li>2017-09-03 10:00:00</li> </ul> <a name="note-about-repetition-section"></a> <h3><a class="toc-backref" href="#id4">Note about <em>Repetition</em> section</a></h3> <p>If you choose not to repeat calls, the planner will try to schedule one single phone call for each <strong>criteria combination</strong> (<em>Partner + Campaign + Source + Medium</em>) under the specified conditions in the <em>Times</em> section (see note above).</p> <p>If you choose instead to repeat calls after some amount of days (<em>Days gap</em>), the planner will:</p> <ol class="arabic simple"> <li>Try to find a partner that matches the <strong>criteria combination</strong> and has never been called; then schedule a call for him.</li> <li>If all matching partners have already been called, then search for matching partners that have not been called in the specified <em>Days gap</em>; then schedule a call for the one with least total scheduled calls.</li> <li>If there is still no match, then schedule nothing and continue.</li> </ol> <a name="known-issues-roadmap"></a> <h2><a class="toc-backref" href="#id5">Known issues / Roadmap</a></h2> <ul class="simple"> <li>Incompatible with <code>crm_phonecall_summary_predefined</code> addon.</li> </ul> <a name="bug-tracker"></a> <h2><a class="toc-backref" href="#id6">Bug Tracker</a></h2> <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/crm/issues">GitHub Issues</a>. 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 welcomed <a class="reference external" href="https://github.com/OCA/crm/issues/new?body=module:%20crm_phonecall_planner%0Aversion:%2013.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> <p>Do not contact contributors directly about support or help with technical issues.</p> <a name="credits"></a> <h2><a class="toc-backref" href="#id7">Credits</a></h2> <a name="authors"></a> <h3><a class="toc-backref" href="#id8">Authors</a></h3> <ul class="simple"> <li>Tecnativa</li> </ul> <a name="contributors"></a> <h3><a class="toc-backref" href="#id9">Contributors</a></h3> <ul class="simple"> <li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul> <li>Jairo Llopis &lt;<a class="reference external" href="mailto:jairo.llopis&#64;tecnativa.com">jairo.llopis&#64;tecnativa.com</a>&gt;</li> <li>David Vidal &lt;<a class="reference external" href="mailto:david.vidal&#64;tecnativa.com">david.vidal&#64;tecnativa.com</a>&gt;</li> <li>Alexandre Díaz &lt;<a class="reference external" href="mailto:alexandre.diaz&#64;tecnativa.com">alexandre.diaz&#64;tecnativa.com</a>&gt;</li> </ul> </li> </ul> <a name="maintainers"></a> <h3><a class="toc-backref" href="#id10">Maintainers</a></h3> <p>This module is maintained by the OCA.</p> <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> <p>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.</p> <p>This module is part of the <a class="reference external" href="https://github.com/OCA/crm/tree/13.0/crm_phonecall_planner">OCA/crm</a> project on GitHub.</p> <p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>