Phone widget¶
The Phone widget is an add-on made available to Odoo users by installing the Phone app. Instead of managing mobile devices for every salesperson, fumbling through call transfers for upset customers, or needing a meeting room to handle a conference call, utilize the Phone widget to tackle any of these business needs.
Navigate the Phone widget¶
The Phone widget contains four tabs: Keypad, Recent, Contacts, and Activities, which are used for managing calls and day-to-day activities in Odoo. Use the search bar to find contacts faster.
Keypad tab¶
Under the Keypad tab of the Phone widget, the user can type a name or number to make a call. There is also a numeric keypad for the user to enter the phone number.
最近选项卡¶
Under the Recent tab of the Phone widget, the call history for the user is available. This includes incoming and outgoing calls. Any number can be clicked to begin a call.
联系人标签页¶
Under the Contacts tab of the Phone widget, the user can access a contact in the Contacts app.
Any contact that has a saved phone number can be called by clicking into the contact from the Phone widget’s Contacts tab.
组件顶部还提供搜索功能，通过 (搜索) 图标表示。使用此工具可查找特定联系人。计划中的活动不会显示在搜索结果中。
Activities tab¶
Under the Activities tab of the Phone widget, a user can see any calls assigned to them, and which ones are due to be completed for the day.
点击该标签页中的活动可执行以下任一操作（位于**文档**标题下）进行准备和完成：
Contact: opens the contact information for this contact.
Leads/Create Lead: opens the lead information for this contact.
- (Open related record): opens the attached record in Odoo (like
Sales Orders, Invoices, Projects, Events).
查看活动时，用户还可以管理活动详情和状态：
(Done): marks the activity as complete.
(Edit): edits the activity (like its due date).
(Cancel): cancels the activity.
To call the customer related to a scheduled activity, click the (Call) icon. Click the (SMS) icon to send a text message.
添加通话¶
From the database home page, click . On the Pipeline, make sure it is open to the Kanban view. Next, near the top of the screen, click the (Show Softphone) icon and make sure the Phone widget is opened to the Activities tab. After that, hover over the opportunity that should have a call and click the (phone) with the small green (plus) icon.
To remove a call from the Activities tab, hover over the opportunity that has a call scheduled, and click the red (phone) icon that appears with the (minus) icon.
Make a VoIP call with the Phone widget¶
One of the primary purposes of the Odoo Phone app is to make calls without needing a phone. Here are the three ways to make a phone call in the Odoo database. First, click the (Show Softphone) icon, located in the top-right of the navigation bar. From here:
点击 (键盘) 图标，输入要拨打的电话号码。
点击 (电话) 图标可重拨最近联系过的联系人。
搜索特定联系人姓名或转到 联系人 标签页。然后选择联系人并点击 (电话) 图标。
When receiving calls in Odoo, the Phone widget rings, and displays a notification. To close the widget, click the (close) icon in the upper-right of the widget’s screen.
備註
VoIP 号码由 Axivox 提供。可通过访问 `https://manage.axivox.com/ <https://manage.axivox.com/>`_获取。登录门户后，转到 :menuselection:`用户 –> 外拨号码`（列）。
转接电话¶
Manually transferring a call only happens when on a call. To transfer a call within the Phone widget, first, answer the call using the green (phone) icon.
接听来电后，点击 (左右箭头) 图标。然后输入需要转接的用户分机号，最后点击 转接 按钮将该通话路由至目标电话号码。
小訣竅
To find the extension for a user, consult the Phone administrator. If the user has Administration access rights set to Settings, find extensions by going to and click the Manage Users button. Select the user, and go to the VoIP tab. That user’s extension is their VoIP username.
如果用户未接听来电或正在通话中，系统可自动转接电话。此功能需通过 VoIP 服务提供商配置。
转接电话¶
要在 VoIP 组件中转接来电，首先使用绿色的 (电话) 图标接听来电。
然后点击 （左右箭头） 图标。输入呼叫转移到的用户的完整电话号码。最后，点击 转移 将呼叫转移到该电话号码。
Send an email through the Phone widget¶
Emails can also be sent through the Phone widget. This is helpful for sending follow-up emails to the call participants, emailing a question to a coworker, or reminding a vendor to send over some components during a check-in call.
To send an email through the Phone widget, click the (Show Softphone) icon, located in the top navigation bar. When this is clicked, the Phone widget will appear in the bottom-left corner of the page. Then, search for a contact to email or find them in the Contacts tab of the Phone widget.
接下来，点击 （信封） 图标，然后选择电子邮件收件人、输入电子邮件主题行，并撰写电子邮件。准备发送时，点击 发送。要安排稍后发送电子邮件，请点击 发送 旁边的 （下拉） 图标，点击 稍后发送，选择预定时间，然后点击 安排时间。
故障排除¶
Each section below goes through common issues with the Phone widget and how to resolve them.
缺失参数¶
If a Missing Parameter error message appears in the Phone widget, refresh the window, and try again.
号码错误¶
If an Incorrect Number error message appears in the Phone widget, make sure to use the
international format, leading with the (plus), followed by the
international country code (e.g., +16506913277, where +1 is the international prefix for the
United States.)
与服务器的 websocket 连接已丢失¶
If a The websocket connection with the server has been lost. Please try to refresh the page. error message appears in the Phone widget, then refresh the page close other browser tabs.
该错误的产生是由于在长时间无操作（如午餐）后重新连接数据库，或浏览器标签页打开过多所致。
启动用户代理失败¶
If a Failed to start the user agent. The URL of the websocket may be wrong. Please have an administrator verify the websocket server URL in the General Settings. error message appears in the Phone widget, then update the browser and computer.
该错误通常由浏览器或操作系统版本过旧引发（也可能导致麦克风无法正常工作）。
Grayed-out Phone widget¶
If the Phone widget is completely grayed out and cannot be interacted with, then update the browser and computer, and delete the Google Chrome extension causing the problem.
无法连接 VOIP 电话号码¶
If the user cannot connect to their VoIP phone number, then their Odoo profile is missing their VoIP Secret. To add it, select the user, and click the VoIP tab. Under the Credentials section, enter the user’s Secret. This is the user’s password to their account for their VoIP service provider.