Ir al contenido
Se marcó esta pregunta
3 Respuestas
24752 Vistas
Avatar
Danijel

Hello,

I work in a support helpdesk call center. Every time I get a phone call I don't know who is calling me. So I was thinking about creating a custom search like shown in the picture http://postimg.org/image/gnmsk42o7/ .

There are default searches like shown in the picture:

Search name for:
Search tag for:
Search Salesperson for:
Search Related Company for:

I want to add Search Phone for:

How to do that?

Also, what do you guys use for Call Center? Because I think that just using ''Log Phone Calls'' isn't just enought. Sometimes I have to create a ''request ticket'' (depends on the call) or a new task. Because sometimes, we send a calling customer a bill, depends on the length and complexity of the customer's problem.

Thanks.


Avatar
Descartar
Danijel
Autor

Any help is more than welcome....

Abder

Hello. Search for a module called 'Asterisk Click2dial'. With this module you can instant display the name of your customer on a IP-telephone.

Avatar
Akhil P Sivan
Mejor respuesta

Hi,

- If you are a developer, you can put the following code in xml file of your custom module:

<record id="customer_multi_search_view" model="ir.ui.view">
            <field name="name">Search</field>
            <field name="model">res.partner</field>
            <field name="inherit_id" ref="base.view_res_partner_filter"/>
            <field name="arch" type="xml">
                <field name="name" position="after">
                    <field name="phone" string="Phone" filter_domain="['|',('phone','ilike', self),('mobile','ilike', self)]"/>                 	
                 </field>
 
             </field>
        </record>


- If you are not a developer, you can do the following steps from front end, to have the functionality in your current database:

1. Goto Settings >> Technical >> User Interface >> Views

2. Click on create a new view and only enter the following fields, rest keep default:

View Name : customer_multi_search_view

View Type : Search

Object : res.partner

Inherited View : res.partner.select

View inheritance mode : Extension View

Then under Architecture tab, paste the following:

<?xml version="1.0"?>
<field name="name" position="after">
         <field name="phone" string="Phone" filter_domain="['|',('phone','ilike', self),('mobile','ilike', self)]"/>                 	
 </field>

3. Click Save and check in Customers


Hope this helps!

Avatar
Descartar
Avatar
MOHAMMED FAISAL
Mejor respuesta

In other searches, we can search customer with reference number. But in POS it is not working. How to search with reference number in POS too.

Avatar
Descartar
Avatar
Jay
Mejor respuesta

Hi, How can you do the same filter for the POS searchbox for customer?

Avatar
Descartar