Produttività

• Documenti
  • Configurazione
    • Ritardo eliminazione
    • File centralization
  • Cartelle
  • File
    • URL links
    • Fogli di calcolo
    • Managing files
    • Splitting and merging PDFs
    • Requesting files
  • Details panel
    • Alias e-mail
    • Etichette
  • Share and access rights
  • File digitization with AI
• Firma
  • Validity of electronic signatures
    • Unione Europea
    • Stati Uniti d’America
    • Other countries
  • Send a document to sign
    • One-time signature
      • Validity dates and reminders
    • Modelli
  • Ruoli
    • Secured identification
      • SMS verification
      • Itsme®
  • Signatory hash
  • Etichette
  • Sign order
  • Field types
• Fogli di calcolo
  • Modelli
    • Create a template
    • Use templates
    • Manage and edit templates
  • Functions
    • Matrice
    • Database
    • Data
    • Ingegneria
    • Filtro
    • Finanziario
    • Informazioni
    • Logico
    • Ricerca
    • Matematica
    • Operatori
    • Parser
    • Statistico
    • Testo
    • Web
    • Odoo-specific functions
      • Matrice
      • Data
      • Finanziario
      • Ricerca
      • Matematica
      • Varie
      • Operatori
      • Statistico
      • Testo
  • Insert and link to Odoo data
    • Data sources
    • Insert a list
      • List functions
      • Proprietà elenco
      • Manage an inserted list
        • Add records/rows to a list
        • Add fields/columns to a list
        • Duplicate a list
        • Delete a list
    • Insert a pivot table
      • Pivot table functions
      • Pivot table properties
      • Manage an inserted pivot table
        • Duplicate a pivot table
        • Delete a pivot table
    • Insert a chart
      • Chart properties
        • Configurazione
        • Progettazione
    • Insert clickable links
      • Insert a clickable link from a cell
      • Insert a clickable link from a chart
    • Insert financial data
  • Dynamic pivot tables
    • Create a dynamic pivot table
      • Dynamic pivot table functions
    • Manipulate a dynamic pivot table
      • Dimensioni
      • Misure
        • Calculated measures
  • Global filters
    • Corrispondenza del campo
    • Create global filters
      • Data
      • Relazione
      • Testo
    • Manage and use global filters
  • Create a new spreadsheet
  • Upload files
  • Manage spreadsheets
    • Version history
    • Regional settings
• Knowledge
  • Article creation
    • From scratch
    • From a template
  • Article editing
    • Barra degli strumenti editor testi
    • Comandi
      • Article items
    • Cover pictures
    • Title emoji
    • Views and links from other apps
  • Article management
    • Gestione di base
    • Structuring
      • Sidebar structure
      • Article structure
    • Sharing
      • Configure access rights
        • Default access rights
        • Visibilità
      • Invite specific users
      • Generate article URL
    • Rimozione
      • Delete an article
      • Archive an article
    • Retrieval
      • Access articles from various apps
      • Version history
  • Proprietà
• Calendario
  • Sync third-party calendars
  • Create activities from chatter
  • Plan an event
  • Coordinate with teams” availability
  • Condividi disponibilità
    • Schedule tab
    • Options tab
    • Questions tab
    • Messages tab
      • Outlook Calendar synchronization
        • Microsoft Azure setup
          • Register application
          • Create client secret
        • Configuration in Odoo
        • Sync with Outlook
          • Sync Odoo Calendar and Outlook
        • Troubleshoot sync
          • Reset options
      • Google Calendar synchronization
        • Installazione in Google
          • Select (or create) a project
          • Enable Google calendar API
          • Schermata di consenso OAuth
          • Authorized domain setup
          • Test users
          • Creare credenziali
        • Installazione in Odoo
        • Sync calendar in Odoo
        • Troubleshoot sync
          • Reset options
        • FAQ Google OAuth
          • Production vs. testing publishing status
          • No test users added
          • Tipo di applicazione
• Appuntamenti
  • Configurazione
    • Risorse
  • Appointment type configuration
    • Schedule tab
    • Options tab
    • Questions tab
    • Messages tab
  • Publishing an appointment
    • Create opportunities from appointments
      • Configurazione
        • Add questions
      • Viewing the new opportunity
• Comunicazioni
  • Inbox, starred, and history
  • Messaggi diretti
    • Direct message actions
    • Conversation actions
    • User status
    • Leave a direct message conversation
  • Appuntamenti
  • User-specific notification preferences
  • Chat from different applications
    • Utilizzare i canali per comunicare con il team
      • Create a new channel
        • Privacy tab
        • Invite members to a channel
      • Quick search bar
        • Finding channels
      • Linking channel in chatter
    • Configure ICE servers with Twilio
      • Create a Twilio account
      • Locate the Twilio Account SID and Auth Token
      • Connect Twilio to Odoo
      • Define a list of custom ICE servers
    • Chatter
      • Chatter thread
      • Aggiungi seguaci
        • Manage followers
        • Edit follower subscription
      • Log notes
      • Send messages
        • Expand full composer
        • Edit sent messages
      • Cerca messaggi
      • Pianifica attività
      • Allega file
      • Integrazioni
        • WhatsApp
        • Google Traduttore
          • Translate a chatter message
    • Risposte predefinite
      • Creating canned responses
      • Share responses
      • Use a canned response
• Pulizia dati
  • Install modules
  • Deduplicazione
    • Merge duplicate records
    • Deduplication rules
      • Modify a deduplication rule
      • Manually run a deduplication rule
  • Recycle records
    • Recycle record rules
      • Manually run a recycle rule
  • Field cleaning
    • Field cleaning rules
      • Manually run a field cleaning rule
  • Merge action manager
• WhatsApp
  • WhatsApp configuration in a Meta
    • Meta business account setup
    • App creation
    • App type
    • App details
    • Add a WhatsApp product to the app
    • Start using the WhatsApp API
      • API Setup
      • Send a test message via terminal
  • WhatsApp configuration in Odoo
    • Configuring webhooks
      • Webhook fields
      • Add phone number
      • Permanent token
  • Go live with the Meta app
  • WhatsApp templates
    • Creating templates in Odoo
      • Pulsanti
      • Using placeholders and variables
      • Meta template approval
      • Syncing templates
    • Creating templates in Meta
  • Notifiche
  • Adding users to chat
  • WhatsApp API FAQ
    • Verification
    • Template errors
      • Duplicate validation error
    • Token errors
      • User error
      • System user error 100
• VoIP (Voice over Internet Protocol)
  • VoIP terms
  • Configure VoIP
    • VoIP providers
  • VoIP workflows
    • Use VoIP services in Odoo with OnSIP
      • Introduzione
      • Configurazione
        • Odoo VoIP setting
        • Odoo user setting
        • Incoming calls
        • Risoluzione problemi
          • Missing parameters
          • Incorrect number
      • OnSIP on mobile phone
    • Axivox configuration
      • VoIP services in Odoo with Axivox
        • Introduzione
        • Configurazione
          • Configure VoIP user in Odoo
      • Manage users in Axivox
        • Panoramica
          • Incoming numbers
        • New users
          • General tab
          • Forwardings tab
          • Follow Me tab
          • Keys tab
          • SIP Identifiers tab
          • Permissions tab
        • User groups
      • Voicemails and audio messages
        • Set global language
        • Activate voicemail
        • Voicemail
          • Manually create voicemail
          • Notifiche
        • Forwarding to voicemail
        • Audio messages
          • Record audio message
          • Write audio message
        • Music on-hold
      • Dynamic caller ID
        • Default outgoing number
          • Utenti
          • Advanced options
      • Conference calls
        • Add a virtual conference
        • Incoming numbers
        • Start call in Odoo
      • Dial plan basics
        • Dial plans
          • Dialplan editor (visual editor)
          • Dial plan elements
            • Basic elements
            • Basic routing elements
            • Advanced routing elements
            • Advanced elements
        • Attach to incoming number
          • Basic dial plan scenario
      • Advanced dial plans
        • Advanced elements
        • Basic routing elements
          • Digital receptionist scenario
        • Advanced routing elements
          • Dispatcher scenario
          • Time condition scenario
          • Access list scenario
        • Switches
          • Basic switch
            • Add a switch to dial plan
          • Multi-switch
            • Add a multi-switch to dial plan
      • Call queues
        • Add a queue
        • Agent connection
          • Connect to the queue through Axivox
            • Resoconto
          • Connect to queue on Odoo
    • VoIP actions
      • Navigate the VoIP widget
        • Recent tab
        • Next activities tab
          • Add a call
        • Contacts tab
      • Make a phone call with VoIP
        • Transfer a phone call
        • Forward a phone call
      • Send an email through the VoIP widget
      • Troubleshooting the VoIP widget
        • Missing parameter
        • Incorrect number
        • The websocket connection with the server has been lost
        • Failed to start the user agent
        • Grayed-out VoIP widget
        • Cannot connect to the VoIP phone number
    • Devices and integrations
      • Odoo VoIP (laptop/desktop computer)
      • Odoo VoIP (tablet/mobile device)
      • Zoiper Lite
      • Linphone
    • Sales calls with VoIP
      • Make a sales call
        • Work during a call
        • Handle call follow-ups
        • Send a quotation while on a call
        • End the sales call
    • Support calls with VoIP
      • Log into a support queue
      • Call a customer from a support ticket
        • Work during a call
        • Handle call follow-ups
        • End the support call
      • Log out of a support queue
• Da fare
  • Creating to-dos
    • Converting to-dos into project tasks
  • Managing the to-do pipeline
    • Scheduling activities
    • Viewing to-dos in the Project app