Dispositivos e integraciones

The Phone app can be used on many different devices, such as a computer, tablet, mobile phone, and many more. This is helpful in that it reduces costs, and employees can work from anywhere in the world, so long as they have a broadband internet connection.

Odoo Phone is SIP (Session Initiation Protocol) compatible, which means it can be used with any SIP compatible application.

This document covers the process of setting up Odoo Phone across different devices and integrations.

The Phone app is fully integrated with all Odoo apps, allowing users to click into any app, and schedule a call as an activity in the chatter.

Example

For example, in the CRM app, a user can click into an opportunity, and click on Activities in the chatter.

A continuación, el usuario puede elegir Llamada y seleccionar una fecha en el campo Fecha de vencimiento.

La actividad aparece en el chatter una vez que hace clic en Guardar.

Should the Due Date be for today’s date, the activity shows up in the Phone widget.

View of CRM leads and the option to schedule an activity for *Odoo Discuss*.

Use Odoo Phone on a computer

The Odoo Phone app and widget can be used from any browser on a laptop or desktop device. Simply click on the (Phone) icon icon in the upper-right corner, while in the Odoo database, and the widget appears.

Ver también

To see how to use the Phone widget on a desktop/laptop computer, check out this documentation: Phone widget.

Use Odoo Phone on a mobile device

Importante

While outgoing calls can be placed using Odoo on a mobile device, the Odoo Phone app does not ring on incoming calls. If the user needs to be reachable on a mobile device at all times, an app, like Zoiper, should be used. Apps like that stay connected in the background at all times. calls. If the user needs to be reachable on a mobile device at all times, an app, like Zoiper, should be used. Apps like that stay connected in the background at all times.

For more information, see the Zoiper Lite section.

The Odoo Phone app can be used on tablets and mobile phones, through the Odoo Android or Apple iOS applications. Additionally, a mobile web browser can be used to access the database.

Advertencia

Odoo Android and Apple iOS applications are no longer being maintained by Odoo on the Android and Apple portals. This means Odoo support only handles limited scopes of Odoo Android or Apple iOS support tickets.

While in the mobile application on a mobile device/tablet, access the Odoo Phone widget, by tapping on the (Phone) icon in the top-right corner. The widget appears in the lower-left corner.

Cuando un usuario realiza una llamada desde una tableta a través la aplicación móvil, se le solicita permiso para que la base de datos utilice el micrófono. Haga clic en Permitir para continuar con la llamada y poder utilizar el micrófono.

Este paso es necesario, no importa si está utilizando la aplicación móvil de Odoo o un navegador web.

Permitir que la base de datos acceda al micrófono.

Odoo then asks how to make the call. The two options are: VOIP or Phone (should the tablet be enabled for calling). Click the box next to Remember ? should this decision be the default moving forward.

La ventana en donde se le pregunta si desea utilizar VoIP o el teléfono del dispositivo para realizar la llamada.

Here is the layout of what the Phone app looks like on a mobile device:

Diseño de la aplicación VoIP y su visualización en un dispositivo móvil.

Zoiper Lite

Zoiper Lite is a free VoIP SIP dialer with voice and video.

To start using the Zoiper app, download it to the device, via the Zoiper download page.

A mobile device is the most common installation, and this document covers how to set up on the Zoiper iOS application. Screenshots and steps may differ depending on the setup conditions.

After installing the Zoiper application on the mobile phone, open the application, and tap on Settings. Navigate to Accounts, and tap on the + (plus) icon to add an account.

Si la cuenta de VoIP ya está configurada, entonces haga clic en . Esto indica que ya cuenta con un nombre de usuario y una contraseña para la cuenta.

Configuración de la cuenta de Zoiper. La vista que aparece corresponde a un dispositivo móvil.

Presione Selecciona un proveedor y en la pantalla que aparece toque País, allí presione en la esquina superior derecha para reducir la lista de proveedores a un país específico. Elija el país del proveedor que está configurando, búsquelo y selecciónelo.

Example

If the provider being configured is Axivox, select Belgium. Then, choose Axivox as the provider.

Configuración de la cuenta de Zoiper y elección de un proveedor.

Ingrese el nombre de la cuenta, dominio, nombre de usuario y contraseña en las opciones del SIP. Toda esta información varía según la cuenta.

Truco

To access this information via the Axivox portal, navigate to Users ‣ Choose user ‣ Edit ‣ SIP Identifiers tab. The SIP username, Domain, SIP password, and Address of the proxy server are all present in this tab.

Campo de Zoiper

Campo de Avivox

Nombre de cuenta

Puede ser cualquiera

Dominio

Dominio

Nombre de usuario

Nombre de usuario SIP

Contraseña

Contraseña SIP

Una vez que haya ingresado esta información de la cuenta, haga clic en el botón verde Registrar situado en la parte superior de la pantalla. Una vez que se verifique la información de registro, Zoiper mostrará un mensaje que indica Estado de registro: OK.

At this point, Zoiper can now make phone calls using the VoIP service.

Configuración de la cuenta de Zoiper y un registro exitoso.

Linphone

Linphone is an open-source VoIP SIP softphone, used for voice, video, messaging (group and individual), as well as conference calls.

To start using the Linphone app, download it to the device, via the Linphone download page.

A mobile device is the most common installation, and this document covers how to set up the Linphone iOS application. Screenshots and steps may differ depending on the circumstances.

To begin configuring Linphone for use with a SIP provider, first open Linphone, and an assistant screen appears.

En esta pantalla seleccione Usar cuenta SIP. Luego, en la siguiente pantalla, escriba el nombre de usuario, contraseña, dominio y nombre para mostrar. Una vez que haya terminado, presione Iniciar sesión.

At this point, Linphone is ready to start making calls, once there is a green button at the top of the application screen that reads, Connected.

Configuración de la cuenta de Linphone y un registro exitoso.

Truco

Linphone makes a variety of applications for mobile and desktop devices in operating systems, such as Windows, Linux, Apple, and Android. Because Linphone is an open-source project, many new updates are released on a regular basis.

Consulte la página de documentación wiki de Linphone.