Skip to Content
Odoo Menu
  • Prihlásiť sa
  • Vyskúšajte zadarmo
  • Aplikácie
    Financie
    • Účtovníctvo
    • Fakturácia
    • Výdavky
    • Tabuľka (BI)
    • Dokumenty
    • Podpis
    Predaj
    • CRM
    • Predaj
    • POS Shop
    • POS Restaurant
    • Manažment odberu
    • Požičovňa
    Webstránky
    • Tvorca webstránok
    • eShop
    • Blog
    • Fórum
    • Živý chat
    • eLearning
    Supply Chain
    • Sklad
    • Výroba
    • Správa životného cyklu produktu
    • Nákup
    • Údržba
    • Manažment kvality
    Ľudské zdroje
    • Zamestnanci
    • Nábor zamestnancov
    • Voľné dni
    • Hodnotenia
    • Odporúčania
    • Vozový park
    Marketing
    • Marketing sociálnych sietí
    • Email marketing
    • SMS marketing
    • Eventy
    • Marketingová automatizácia
    • Prieskumy
    Služby
    • Projektové riadenie
    • Pracovné výkazy
    • Práca v teréne
    • Helpdesk
    • Plánovanie
    • Schôdzky
    Produktivita
    • Tímová komunikácia
    • Schvalovania
    • IoT
    • VoIP
    • Znalosti
    • WhatsApp
    Third party apps Odoo Studio Odoo Cloud Platform
  • Priemyselné odvetvia
    Retail
    • Book Store
    • Clothing Store
    • Furniture Store
    • Grocery Store
    • Hardware Store
    • Toy Store
    Food & Hospitality
    • Bar and Pub
    • Reštaurácia
    • Fast Food
    • Guest House
    • Beverage distributor
    • Hotel
    Reality
    • Real Estate Agency
    • Architecture Firm
    • Konštrukcia
    • Estate Managament
    • Gardening
    • Property Owner Association
    Poradenstvo
    • Accounting Firm
    • Odoo Partner
    • Marketing Agency
    • Law firm
    • Talent Acquisition
    • Audit & Certification
    Výroba
    • Textile
    • Metal
    • Furnitures
    • Jedlo
    • Brewery
    • Corporate Gifts
    Health & Fitness
    • Sports Club
    • Eyewear Store
    • Fitness Center
    • Wellness Practitioners
    • Pharmacy
    • Hair Salon
    Trades
    • Handyman
    • IT Hardware and Support
    • Solar Energy Systems
    • Shoe Maker
    • Cleaning Services
    • HVAC Services
    Iní
    • Nonprofit Organization
    • Environmental Agency
    • Billboard Rental
    • Photography
    • Bike Leasing
    • Software Reseller
    Browse all Industries
  • Komunita
    Vzdelávanie
    • Tutoriály
    • Dokumentácia
    • Certifikácie
    • Školenie
    • Blog
    • Podcast
    Empower Education
    • Vzdelávací program
    • Scale Up! Business Game
    • Visit Odoo
    Softvér
    • Stiahnuť
    • Porovnanie Community a Enterprise vierzie
    • Releases
    Spolupráca
    • Github
    • Fórum
    • Eventy
    • Preklady
    • Staň sa partnerom
    • Services for Partners
    • Register your Accounting Firm
    Služby
    • Nájdite partnera
    • Nájdite účtovníka
    • Meet an advisor
    • Implementation Services
    • Zákaznícke referencie
    • Podpora
    • Upgrades
    ​Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +1 (650) 691-3277
    Získajte demo
  • Cenník
  • Pomoc

Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:

  • CRM
  • e-Commerce
  • Účtovníctvo
  • Sklady
  • PoS
  • Projektové riadenie
  • MRP
All apps
You need to be registered to interact with the community.
All Posts People Badges
Tagy (View all)
odoo accounting v14 pos v15
About this forum
You need to be registered to interact with the community.
All Posts People Badges
Tagy (View all)
odoo accounting v14 pos v15
About this forum
Pomoc

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

Odoberať

Get notified when there's activity on this post

This question has been flagged
salesphonecalltasks
1 Odpoveď
9622 Zobrazenia
Avatar
Dale

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?


Thanks

0
Avatar
Zrušiť
Avatar
Ray Carnes
Best Answer

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:




1
Avatar
Zrušiť
Dale
Autor

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

Ray Carnes

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

Enjoying the discussion? Don't just read, join in!

Create an account today to enjoy exclusive features and engage with our awesome community!

Registrácia
Related Posts Replies Zobrazenia Aktivita
Need advices and good practices for management of sales tasks
sales tasks
Avatar
0
sep 15
3116
Is there a way to sell the same product both as a recurring subscription and as a one-time purchase?
sales
Avatar
Avatar
1
nov 25
273
How to allow quotation requests (RFQ) from the eCommerce instead of direct sales
sales
Avatar
Avatar
Avatar
2
nov 25
1091
Cannot make Sales Quotation to one Customer
sales
Avatar
Avatar
2
nov 25
469
Products Image
sales
Avatar
Avatar
2
okt 25
520
Komunita
  • Tutoriály
  • Dokumentácia
  • Fórum
Open Source
  • Stiahnuť
  • Github
  • Runbot
  • Preklady
Služby
  • Odoo.sh hosting
  • Podpora
  • Vyššia verzia
  • Custom Developments
  • Vzdelávanie
  • Nájdite účtovníka
  • Nájdite partnera
  • Staň sa partnerom
O nás
  • Naša spoločnosť
  • Majetok značky
  • Kontaktujte nás
  • Pracovné ponuky
  • Eventy
  • Podcast
  • Blog
  • Zákazníci
  • Právne dokumenty • Súkromie
  • Bezpečnosť
الْعَرَبيّة Català 简体中文 繁體中文 (台灣) Čeština Dansk Nederlands English Suomi Français Deutsch हिंदी Bahasa Indonesia Italiano 日本語 한국어 (KR) Lietuvių kalba Język polski Português (BR) română русский язык Slovenský jazyk slovenščina Español (América Latina) Español ภาษาไทย Türkçe українська Tiếng Việt

Odoo je sada podnikových aplikácií s otvoreným zdrojovým kódom, ktoré pokrývajú všetky potreby vašej spoločnosti: CRM, e-shop, účtovníctvo, skladové hospodárstvo, miesto predaja, projektový manažment atď.

Odoo prináša vysokú pridanú hodnotu v jednoduchom použití a súčasne plne integrovanými biznis aplikáciami.

Website made with

Odoo Experience on YouTube

1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.

Live support on Youtube
Watch now