Phonecall planner

crm_phonecall_planner · OCA/crm

    Repository
    OCA/crm · module folder · Try on Runboat
    Module version
    1.0.0
    Category
    Customer Relationship Management
    Folder size
    0.62 MB
    License
    AGPL-3
    Application
    No
    Auto-installable
    No
    Website
    https://github.com/OCA/crm
    Last tracking update
    2026-08-07 08:42:48
    Authors
    Odoo Community Association (OCA), Tecnativa
    Maintainers
    Odoo Community Association (OCA), Tecnativa
    Committers
    Weblate, OCA-git-bot, oca-ci, juancarlosonate-tecnativa
    Odoo dependencies
    OCA/crm:
    - crm_phonecall
    OCA/partner-contact:
    - partner_phonecall_schedule
    odoo/odoo:
    - crm
    - base_setup
    - base
    - web
    - sales_team
    - mail
    - bus
    - web_tour
    - html_editor
    - calendar
    - resource
    - utm
    - contacts
    - digest
    - portal
    - web_editor
    - http_routing
    - auth_signup
    - phone_validation
    Python dependencies
    None
    System dependencies
    None
    Required by
    None
    Description
    Use this module to plan a phone calls schedule for your partners,
assuming you have specified the ideal time to call them.

    Code Analysis ⓘ

    Views touched (1)
    XML IDNameModelTypeStatus
    crm_phonecall_plan_view_form Phonecalls planner crm.phonecall.planner form New
    HTTP endpoints (0)

    No HTTP endpoints found for this module.

    Models touched (1)

    New fields (11)
    • days_gap Integer
      default=1 help='Schedule one call each X days to the same partner.' required=True
    • duration Float
      default=<expr> help='Leave this free time between phone calls.' required=True string='Call duration'
    • end Datetime
      default=<expr> help='Schedule calls until this moment. The time you select will be used as the plan ending time for each day in the range.' required=True
    • name Char
      required=True args: 'Call Summary'
    • planned_calls Many2many → crm.phonecall
      comodel_name='crm.phonecall'
    • repeat_calls Boolean
      help='Allow repeated calls for the same partner, campaign, medium and source combination?'
    • res_partner_domain Char
      help='Filter the parters that will get a scheduled call.' args: 'Partners filter'
    • start Datetime
      default=<expr> help='Schedule calls from this moment. The time you select will be used as the plan starting time for each day in the range.' required=True
    • tag_ids Many2many → crm.tag
      comodel_name='crm.tag' string='Tags'
    • team_id Many2one → crm.team
      comodel_name='crm.team' string='Sales Team'
    • user_id Many2one → res.users
      comodel_name='res.users' string='Responsible'
    Public methods (1)
    • action_accept(self)
      Generate phonecall plan according to given criteria.

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