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When I click "Schedule/Log Calls" on a Lead/Opportunity, I am only given the option to Log a call, but not to Schedule a Call (Or edit scheduled calls). Am I missing something?
Also, there is no option for Meeting. Do I need to manually create this?
Shawn, thanks for the help. Either I am still missing something, or Odoo is missing something. When I am on a lead and click on "Schedule/Log Calls", I am then given no option to Schedule a call. I have to click on Sales>Phone Calls>Scheduled Calls, click create, and now since I am no longer associated with the Lead, I have to search for the lead again to associate it. Also, I still don't have a meeting request button. I tried on both my premise based system and Odoo Demo/SaaS and same thing.
In Odoo 8, The schedule and log calls menus are essentially the same table, just different states. When you click on 'Schedule/Log calls', on the form view that loads up, you can choose the state (Confirmed,Cancelled,Pending,Done). You can change the state in this form by just clicking the state you want. I think Confirmed or Pending calls will be shown in the scheduled calls menu.
Also the meeting request button is present right next to Schedule/Log Calls in the lead form view. As far as I know, you needn't do anything additional to see it.
Have a look at this, and sorry for the terrible art work !
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|Asked: 4/2/15, 3:00 PM|
|Seen: 1979 times|
|Last updated: 4/6/15, 2:25 AM|