Odoo Help


How do users record Phone calls and log Tasks for EXISTING Customers?

on 10/20/16, 9:10 AM 1,034 views

Hi All

We recently went from Odoo 8 to Odoo 9 and a key part of the activity we need is for sales people to log calls they have made and tasks they have completed for EXISTING customers. I see that the call and task buttons are not available anymore on the customer record. I dug around a bit and I see something related to those items in the Sales Module but it seems to only be for new leads and even then it's not something that seems to perform the same function. What can I do to have that old functionality back?



Ray Carnes

--Ray Carnes--
| 9 7 9
Keyport, United States
--Ray Carnes--

Senior ERP Analyst

OpenERP 6.1, 7.0; Odoo 8.0, 9.0, 10.0 and 11.0.

Completed Odoo Functional and Technical Training.

Functional Areas:

  • CRM/Sales

  • Inventory

  • Manufacturing

  • Accounting

  • Purchasing

Major Skills:

  • Business Process Reengineering

  • Efficiency Consulting

  • User Needs and GAP Analysis;

  • Functional and Technical Design;

  • Prototyping and Proof of Concepts;

  • Requirements Specifications;

  • Agile Implementation;

  • Data Migration;

  • Configuration & Customization (UI and code);

  • Integration - Odoo and non Odoo Applications and Services;

  • Training and Knowledge Transfer;

  • Go Live Support;

  • Helpdesk;

  • Version Upgrades and Migration.

  • Accounting Expert.

I have over 20 years of experience empowering and enabling users with enterprise information systems that make a real and measurable difference in their ability to proactively manage their businesses and organizations. 

I am a skilled Communicator and I only take the serious things seriously!

Ray Carnes
On 10/20/16, 10:28 AM

Log phonecalls by clicking the phone number in the Customer form view:

Note: You have to turn on VOIP integration, but you don't have to use a VOIP system for this to work - you can just configure demo mode.  You will then see:

To record Tasks, click Tasks from the More dropdown:

Thanks Ray. However, only available in the Enterprise version?

on 10/20/16, 10:39 AM

It appears Phonecalls can be managed via Activities through Opportunities in the Community Edition. Tasks are available in both editions.

Ray Carnes
on 10/20/16, 1:08 PM

About This Community

This platform is for beginners and experts willing to share their Odoo knowledge. It's not a forum to discuss ideas, but a knowledge base of questions and their answers.


Odoo Training Center

Access to our E-learning platform and experience all Odoo Apps through learning videos, exercises and Quizz.

Test it now

Question tools

1 follower(s)


Asked: 10/20/16, 9:10 AM
Seen: 1034 times
Last updated: 10/20/16, 10:28 AM