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
    • Linked records
  • Diritti di accesso e di condivisione
  • Managing files across apps
  • File digitization with AI
• Firma
  • Request a signature
    • One-off documents
      • From the Sign app
      • From an Odoo record
    • Modelli
      • Create a template
      • Edit a template
      • Use templates
        • From the Sign app
        • From an Odoo record
      • Manage templates
    • Prepare a document for signing
      • Add fields to a document
      • Document envelopes
      • Add and configure signers
        • Add signers
        • Signer settings
      • Add tags
    • Configure the signature request
      • Signing order
      • Validity dates and reminders
    • Manage signature requests and signed documents
      • Signature request details
        • Replace a signer or update a signer’s email address
  • Sign a document
    • Sign a document prepared using Odoo Sign
      • Auto-completed fields
      • Define a signature and initials
      • Decline a signature request
    • Sign an unprepared .pdf document
    • Enable the Sign option in Documents
  • Security and authentication
    • Signatory hash
    • Certificate of completion
    • Secured identification
      • Unique code via SMS
      • Aadhaar eSign
      • Itsme®
    • Cryptographic signature
      • Obtain or create a digital certificate
      • Upload a digital certificate in Odoo
  • Configurazione
    • Settings
      • Default terms and conditions
    • Fields
      • Create and edit fields
        • Field types
        • Configure auto-complete fields
    • Etichette
  • Validity of electronic signatures
    • Unione Europea
    • Stati Uniti d’America
    • Other countries
• Fogli di calcolo
  • Per iniziare
    • Create a new spreadsheet
      • Modelli
        • Create a template
        • Use templates
        • Manage and edit templates
    • Upload files
    • Manage spreadsheets
      • Cronologia versioni
      • Regional settings
      • Convert a spreadsheet into a dashboard
  • Insert and link to Odoo data
    • Data sources
      • Accessing underlying data
    • 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
    • Insert clickable links
      • Insert a clickable link from a cell
      • Insert a clickable link from a chart
    • Insert financial data
  • Work with data
    • Tabelle pivot dinamiche
      • Create a dynamic pivot table
        • Dynamic pivot table functions
      • Manipulate a dynamic pivot table
        • Dimensioni
        • Misure
          • Calculated measures
    • 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
    • Filtri globali
      • Configure global filters
        • Types of global filter
          • Data
          • Relazione
          • Testo
          • Sì/no
          • Selection
          • Numeric
        • Corrispondenza del campo
      • Manage global filters
      • Apply global filters
  • Present and visualize data
    • Grafici
      • Create a chart
      • Customize charts
        • Configurazione
          • Chart types
        • Progettazione
      • Manage charts
    • Formattazione condizionale
      • Colore singolo
      • Scala dei colori
      • Icona
      • Barra dati
  • Share and collaborate
    • Access and sharing
      • Roles and permissions
      • Share a static spreadsheet
      • Share a dynamic spreadsheet
        • Internal sharing
        • External sharing
    • Comments and chatter
      • Use comments in a spreadsheet
        • Add or react to comments
        • View comments
        • Edit or delete comments
        • Resolve comment threads
      • Use a spreadsheet’s chatter thread
• Dashboard
  • Build and customize dashboards
    • Build a dashboard
      • Preparazione
      • Data insertion and manipulation
      • Data visualization
    • Customize a dashboard
      • Open the underlying spreadsheet
        • Duplicate a dashboard
      • Add, edit, or remove dashboard elements
        • Insert new Odoo data
  • La mia bacheca
    • Add views
    • Customize layout
  • Use dashboards
    • Filter and sort data
      • Apply global filters
      • Sort data
    • Access underlying records
    • Expand, copy or download charts
    • Analyze time-series charts
      • Adjust granularity
      • Zoom in on a time span and scroll
  • Standard dashboards
  • Configuration settings
  • Access rights and sharing
    • Using dashboards
      • Manage access rights to view dashboards
    • Building, customizing and configuring dashboards
    • Sharing a dashboard snapshot
• 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
    • Condivisione
      • Configure access rights
        • Accesso generale
        • Show in workspace
      • Invite specific users
      • Generate article URL
    • Rimozione
      • Delete an article
      • Archive an article
    • Retrieval
      • Access articles from Odoo apps
      • Cronologia versioni
  • 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
      • Resource capacity
  • 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
          • Generate text with AI
        • Modifica messaggi inviati
      • 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 Meta
    • Create a Meta business account
    • Create a Meta developer app for Odoo
    • Add app details
    • Select the app type
    • Select the business portfolio
    • Add a WhatsApp product to the app
    • WhatsApp API quickstart
      • API setup
      • Send a test message via terminal
  • WhatsApp configuration in Odoo
    • Configure webhooks
      • Add webhook fields
      • Add a phone number
        • Phone number status stuck in pending
      • Create a permanent token
        • Access token permission
      • Callback URL requirements
  • Go live with the Meta app
  • WhatsApp templates
    • Create WhatsApp templates in Odoo
      • Pulsanti
      • Placeholders and variables
      • Meta template approval
      • Syncing templates
    • Create WhatsApp templates in Meta
  • Notifiche
  • Add users to a chat
  • WhatsApp API FAQ
    • Verification
    • Cannot receive messages
    • Template errors
      • Duplicate validation error
    • Token errors
      • User error 190
      • User error 100
    • Altro
      • Template cannot be sent to multiple contacts
      • Message failed to send
    • Other error codes
• Telefono
  • About VoIP
  • Configure the Phone app
    • Assign user permissions
    • Connect to a VoIP provider
  • VoIP workflows
    • Axivox
      • Odoo Phone with Axivox
        • Configurazione
          • View credentials in Axivox
          • Add Axivox credentials
          • Add user credentials
      • 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
        • Messaggi vocali
          • Record audio message
          • Write audio message
        • Music on-hold
      • Dynamic caller ID
        • Default outgoing number
          • Utenti
          • Opzioni avanzate
      • Conferenze
        • 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
      • Code di attesa
        • Add a queue
        • Agent connection
          • Connect to the queue through Axivox
            • Resoconto
          • Connect to queue on Odoo
    • Odoo Phone with DIDWW
      • Configure credentials in DIDWW
        • Purchase new numbers
        • Enable phone.systems
      • Configure DIDWW in Odoo
        • Add DIDWW credentials
        • Configure user settings
    • Odoo Phone with OnSIP
      • Configure OnSIP in Odoo
        • View credentials in OnSIP
        • Add OnSIP credentials
        • Configure user settings
      • Handle incoming calls
      • Risoluzione problemi
        • Missing parameters
        • Incorrect number
      • OnSIP smartphone app
    • Phone widget
      • Navigate the Phone widget
        • Keypad tab
        • Recent tab
        • Contacts tab
        • Activities tab
          • Add a call
      • Make a VoIP call with the Phone widget
        • Transfer a phone call
        • Forward a phone call
      • Send an email through the Phone widget
      • Risoluzione problemi
        • Missing parameter
        • Incorrect number
        • The websocket connection with the server has been lost
        • Failed to start the user agent
        • Grayed-out Phone widget
        • Cannot connect to the VoIP phone number
    • Devices and integrations
      • Use Odoo Phone on a computer
      • Use Odoo Phone on a mobile device
      • Zoiper Lite
      • Linphone
    • Sales calls with Odoo Phone
      • 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 Odoo Phone
      • 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
• AI
  • Chiedi all’AI
    • AI button
  • Common requests
    • AI API keys
      • Create API key for ChatGPT
      • Create an API key for Google Gemini
      • Tariffazione
    • AI agents
      • AI prompts in Odoo
      • Agent structure
        • Argomenti
          • Utensili
        • Fonti
      • Create a new agent
    • AI default prompts
      • Configurazione
        • Pulsanti
      • Understanding AI prompt structure
    • AI document sort
      • Configurazione
      • Documents app overview
      • AI auto sort overview
        • Configuring prompts
    • Campi AI
      • Adding a new AI field
        • Add via edit properties
      • Computing AI fields
    • AI live chat
      • Connecting an agent to live chat
      • Configuring AI behavior in live chat
        • Agent identity and goals
        • How the agent answers questions
        • How escalation is triggered
          • Lead creation topic
    • AI server actions
      • How AI server actions work
        • AI server action: the manager
        • AI tool: the worker
        • AI server action workflow
      • Use case walkthrough
      • Creating custom AI tools
      • Common issues
        • Why is the Tools field empty?
        • Why did the tool run but nothing happened?
        • Why did the AI choose an unexpected tool?
    • AI in email templates
      • How AI prompts are evaluated in email templates
      • Adding an AI prompt to an email template
      • Example use cases
    • AI voice transcription
      • Transcribe a meeting
    • Write and improve text with AI
      • Writing with AI
      • Improving existing text
      • Best practices for AI-assisted writing
    • AI in support workflows
      • How AI works in Helpdesk
        • AI agents
        • AI automations
        • Campi AI
      • Configurazione
        • Configuring an AI agent for support
        • Configuring AI automations
        • Configuring AI fields