Telefoonwidget

The Phone widget is a companion to the Phone app that can be used to handle calls and manage related records. The widget stays open when navigating other Odoo apps, turning voice communication into a seamless part of the Odoo workflow.

Navigation

To open the Phone widget, click the (Show Softphone) icon in the top corner of the screen. The widget also opens when clicking Call next to a contact’s phone number to initiate a call.

Click the (Hide Softphone) icon again to close the widget.

The Phone widget contains three tabs:

• Recent: Lists recent inbound calls and outbound calls on the account, grouped by date. Click a call from the list to see the contact’s phone number and company name, and click the (Open full history) icon to view the full call history in the Phone app.

• Keypad: Makes outbound calls. Use the numeric keypad to dial a number, or type a name or number to search for a contact. Click the and/or (country flag) icon to fill in a country code.

• Activities: Lists call activities assigned to the user, grouped by due date.

Configuratie

To make calls through the Phone widget, enable microphone and speaker access in the browser settings.

Click the (microphone) icon at the top of the widget and select Click to Activate, then click Use Microphone to open the browser settings. In the settings, select the option to allow access. When microphone and speaker access is allowed, the icon has a purple icon (Audio settings).

If the Odoo database does not have permission to access the microphone and speaker, the (microphone) icon at the top of the widget has a red icon (Microphone access has not been granted yet) instead.

Handle calls

Make an outbound call

To make an outbound call, click the (Show Softphone) icon to open the Phone widget. Select a contact or activity, then click the (Call) icon next to that entry to start the call. Use the Contacts or Keypad tabs to search for a specific contact by name or number.

Tip

Calls can also be initiated by hovering over a phone number in a record, then clicking the (Call) button.

Receive an inbound call

When receiving an inbound call in Odoo, the Phone widget rings and displays a notification. To hide the widget, click the (Hide) icon in the top corner of the widget screen.

Active call controls

During an active call, the contact and the call duration are displayed, as well as the Create, Go to, and Log related record menus.

The call can be managed using the following controls:

• Transfer: Transfer the call to another user or phone number.

• Add Call: Add another call to make it a conference call.

• Hold: Put the call on hold. Click again to end the hold.

• Record: Start recording the call. Click again to stop recording.

• Mute: Mute the microphone. Click again to unmute.

• Hang up: End the call.

• Keypad: Open the numeric keypad to dial another number.

Transfer a call

To transfer an active call, follow the steps below:

1. Click Transfer and the contact list appears.

2. Search for a contact to transfer the call to, or click the Keypad to dial a number.

3. Click Transfer again.

4. Select one of three options:

   • Direct Transfer: Transfer the call immediately without speaking to the selected contact.

   • Ask First: Speak to the selected contact before transferring the call. Click Confirm Transfer to complete the transfer, or click Hang up to cancel the transfer.

   • Cancel transfer: Cancel the transfer and return to the contact selection screen. Click (Back) to return to the active call.

If the user does not pick up the call or is busy with another call, calls may be automatically transferred depending on the VoIP service provider configuration.

Move a call to another device

Calls can be switched to another device signed into the same account. This is helpful for moving a call from a desktop to a mobile device for portable use, or moving a call from a mobile device to a desktop for screen sharing. During a call, the Phone widget on other devices displays Active call(s) on another device.

Click Switch here on another device to move the call to that device.

Add and remove CRM calls

Call activities can be added and removed from the CRM Pipeline without opening the opportunity record.

To add a CRM call activity from the queue, open the CRM app and select the Kanban view. Hover over the desired opportunity, then click the (phone) icon with a green plus (Add to Call Queue). The call activity for the opportunity appears in the Activities tab.

To remove a CRM call activity from the queue, hover over the opportunity and click the (phone) icon with a red minus (Remove from Call Queue) icon. The call activity for the opportunity disappears from the Activities tab.

Notitie

Moving calls to another device is not supported in demo mode.

Manage related records

Select a record in the Recent, Contacts, or Activities tab to view the following drop-down action menus:

• Create: Create a lead, ticket, applicant, or task related to the contact record.

• Go to: Send an email or SMS, and open records related to the contact. Depending on the type of contact, this can include call details, contacts, leads, tickets, tasks, sales, and subscriptions.

• History (Recents tab, Keypad tab): View the call history for the selected contact.

• Log (Recents tab only): Log the call as a completed activity in a related record.

• Activity (Activities tab only): Complete, edit, or cancel the activity.

Problemen oplossen

Elke sectie hieronder behandelt veelvoorkomende problemen met de Telefoon-widget en hoe deze op te lossen.

Ontbrekende parameter

Als een Ontbrekende parameter foutmelding verschijnt in de Telefoon-widget, ververs je het venster en probeer je het opnieuw.

Onjuist nummer

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., +15555555555, where +1 is the international prefix for the United States.)

De websocketverbinding met de server is verbroken

Als een De websocket-verbinding met de server is verbroken. Probeer de pagina te vernieuwen. foutmelding verschijnt in de Telefoon-widget, ververs dan de pagina en sluit andere browsertabbladen.

Deze fout wordt veroorzaakt door na een periode van inactiviteit terug te keren naar de database, zoals tijdens de lunch, of als er te veel browsertabbladen zijn geopend.

Kan de user agent niet starten

Als een Kan de gebruikersagent niet starten. De URL van de websocket is mogelijk onjuist. Laat een beheerder de websocket-server URL verifiëren in de Algemene instellingen. foutmelding verschijnt in de Telefoon-widget, werk dan de browser en computer bij.

Deze fout wordt veroorzaakt doordat de browser of computer niet up-to-date is (en kan ook problemen met de microfoon veroorzaken).

Uitgegrijsde Telefoon-widget

Als de Telefoon-widget volledig is uitgegrijsd en er niet mee kan worden gewerkt, werk dan de browser en computer bij en verwijder de Google Chrome-extensie die het probleem veroorzaakt.

Kan geen verbinding maken met het VoIP-telefoonnummer

Als je geen verbinding kunt maken met je VoIP-telefoonnummer, ontbreekt het VoIP-Geheim in je Odoo-profiel. Om het toe te voegen, ga je naar Instellingen-app ‣ Gebruikers & Bedrijven ‣ Gebruikers, selecteer je de gebruiker en klik je op het tabblad VoIP. Voer onder de sectie Inloggegevens het Geheim van de gebruiker in. Dit is het wachtwoord van de gebruiker voor hun rekening bij hun VoIP-serviceprovider.