VoIP widget

The VoIP widget is an add-on made available to Odoo users through the VoIP module. It is used to incorporate virtual telephony into the database. The widget is the control center for making and managing calls in Odoo.

Phone calls

To make phone calls while in the Odoo database, click the 📞 (phone) icon, located in the top navigation bar.

When clicked, a VOIP pop-up widget appears in the lower-left corner of the Odoo database. The widget allows users to freely navigate throughout the database, while making and receiving calls.

When receiving calls in Odoo, the VOIP widget rings,and displays a notification. To close the widget, click the X (close) icon in the upper-right of the widget’s screen.

注解

The VoIP number is the one provided by Axivox. It can be accessed by navigating to https://manage.axivox.com/. After logging into the portal, go to Users ‣ Outgoing number (column).

VoIP call in Odoo.

故障排除

小技巧

If a Missing Parameter error message appears in the Odoo VoIP widget, refresh the Odoo window, and try again.

"Missing Parameter" error message in the Odoo softphone.

小技巧

如果 Odoo VoIP 小工具中出现*号码错误* 信息，请确保使用国际格式，以 +（加号） 符号开头，然后是国际国家/地区代码。

(例如，+16506913277，其中 +1 是美国的国际前缀）。

Odoo 软电话中的 "号码错误" 信息。

页卡

在 VoIP 小工具中总共有三个选项卡（最近、下一个活动`和 :guilabel:`联系人），用于管理 Odoo 中的通话和日常活动。

最近

在 VoIP 小工具的 最近 选项卡下，可查看用户的通话记录。其中包括呼入和呼出电话。可点击任何号码开始通话。

下个活动

在 VoIP 小工具的 下一个活动 选项卡下，用户可以看到分配给他们的任何活动，以及哪些活动需要当天完成。

Click an activity from this tab to perform any actions including: Sending an email, accessing their contact, scheduling another activity, or accessing a linked record (such as a Sales Order, Lead/Opportunity, or Project Task).

The user can also mark the activity as complete, edit the details of the activity, or cancel it.

To call the customer related to a scheduled activity, click the 📞 (phone) icon, or click the ⌨️ (keyboard) icon to dial another number for the customer.

Activity control center on the VoIP widget.

Some other icons appear in the VoIP widget, categorized by two sections: Document and Activity.

Under the Document section, from right to left:

  • ➣ (paper airplane) icon: sends an email

  • 👤 (person icon) icon: redirects to the contact card

  • 📄 (document) icon: redirects to the attached record in Odoo

  • 🕓 (clock) icon: schedule an activity

Under the Activity section, from left to right:

  • ✔️ (checkmark) icon: mark activity as done

  • ✏️ (pencil) icon: edit the activity

  • ✖️ (cancel) icon: cancel the activity

联系人

Under the Contacts tab of the VoIP widget, a user can access a contact in the Contacts app.

Any contact can easily be called by clicking into the contact from the VoIP widget’s Contacts tab.

A search feature is also available in the upper-right side of the widget, represented by a 🔍 (magnifying glass) icon.