[I18N] *: export latest terms

As per usual, leave off developer.pot and contributing.pot since we
don't translate them (not useful, can't really contribute to/dev in
Odoo without knowing English)

closes odoo/documentation#9934

X-original-commit: 06b380921b
Signed-off-by: Tiffany Chang (tic) <tic@odoo.com>
This commit is contained in:
Tiffany Chang (tic) 2024-06-24 09:49:24 +02:00
parent d9441dcf1c
commit 7d608d8a0e
11 changed files with 7129 additions and 3756 deletions

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@ -8,7 +8,7 @@ msgid ""
msgstr ""
"Project-Id-Version: Odoo 17.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2024-05-31 09:59+0000\n"
"POT-Creation-Date: 2024-06-24 07:08+0000\n"
"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
"Language-Team: LANGUAGE <LL@li.org>\n"
@ -377,7 +377,7 @@ msgid "Deactivated features"
msgstr ""
#: ../../content/administration/neutralized_database.rst:24
msgid "Here is a non-exhaustive list of the deactivated parameters:"
msgid "Here is a non-exhaustive list of the deactivated features:"
msgstr ""
#: ../../content/administration/neutralized_database.rst:26
@ -404,7 +404,11 @@ msgstr ""
msgid ":abbr:`IAP (In-App Purchase)` tokens"
msgstr ""
#: ../../content/administration/neutralized_database.rst:34
#: ../../content/administration/neutralized_database.rst:32
msgid "website visibility (prevent search engines from indexing your site)"
msgstr ""
#: ../../content/administration/neutralized_database.rst:35
msgid "**A red banner at the top of the screen is displayed on the neutralized database so that it can be seen immediately.**"
msgstr ""
@ -2831,7 +2835,6 @@ msgstr ""
#: ../../content/administration/supported_versions.rst:47
#: ../../content/administration/supported_versions.rst:48
#: ../../content/administration/supported_versions.rst:49
#: ../../content/administration/supported_versions.rst:53
#: ../../content/administration/supported_versions.rst:77
#: ../../content/administration/supported_versions.rst:78
#: ../../content/administration/supported_versions.rst:79
@ -4952,14 +4955,7 @@ msgstr ""
msgid "Odoo saas~16.4"
msgstr ""
#: ../../content/administration/supported_versions.rst:56
msgid "August 2023"
msgstr ""
#: ../../content/administration/supported_versions.rst:58
msgid "Odoo saas~16.3"
msgstr ""
#: ../../content/administration/supported_versions.rst:53
#: ../../content/administration/supported_versions.rst:59
#: ../../content/administration/supported_versions.rst:65
#: ../../content/administration/supported_versions.rst:71
@ -4977,6 +4973,14 @@ msgstr ""
msgid "|red|"
msgstr ""
#: ../../content/administration/supported_versions.rst:56
msgid "August 2023"
msgstr ""
#: ../../content/administration/supported_versions.rst:58
msgid "Odoo saas~16.3"
msgstr ""
#: ../../content/administration/supported_versions.rst:62
msgid "June 2023"
msgstr ""

View File

@ -8,7 +8,7 @@ msgid ""
msgstr ""
"Project-Id-Version: Odoo 17.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2024-05-31 09:59+0000\n"
"POT-Creation-Date: 2024-06-24 07:08+0000\n"
"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
"Language-Team: LANGUAGE <LL@li.org>\n"
@ -24,59 +24,59 @@ msgstr ""
msgid "Activities"
msgstr ""
#: ../../content/applications/essentials/activities.rst:5
#: ../../content/applications/essentials/activities.rst:7
msgid "*Activities* are follow-up tasks tied to a record in an Odoo database."
msgstr ""
#: ../../content/applications/essentials/activities.rst:9
msgid "The icon used to display activities varies depending on the :ref:`activity type <activities/types>`:"
msgstr ""
#: ../../content/applications/essentials/activities.rst:11
msgid ":guilabel:`🕘 (clock)`: the default icon, which appears if nothing is scheduled."
msgstr ""
#: ../../content/applications/essentials/activities.rst:12
msgid ":guilabel:`📞 (phone)`: this icon appears if a phone call is scheduled."
msgstr ""
#: ../../content/applications/essentials/activities.rst:13
msgid ":guilabel:`✉️ (envelope)`: this icon appears if an email is scheduled."
msgid "The icon used to display activities varies, depending on the :ref:`activity type <activities/types>`:"
msgstr ""
#: ../../content/applications/essentials/activities.rst:14
msgid ":guilabel:`✔️ (checkmark)`: this icon appears if a to-do is scheduled."
msgid ":icon:`fa-clock-o` :guilabel:`(clock)` icon: the default activities icon."
msgstr ""
#: ../../content/applications/essentials/activities.rst:15
msgid ":guilabel:`(group of people)`: this icon appears if a meeting is scheduled."
msgid ":icon:`fa-phone` :guilabel:`(phone)` icon: a phone call is scheduled."
msgstr ""
#: ../../content/applications/essentials/activities.rst:16
msgid ":guilabel:`(arrow pointing up above a line)`: this icon appears if a document is scheduled to be uploaded."
msgid ":icon:`fa-envelope` :guilabel:`(envelope)` icon: an email is scheduled."
msgstr ""
#: ../../content/applications/essentials/activities.rst:17
msgid ":icon:`fa-check` :guilabel:`(check)` icon: a \"to-do\" is scheduled."
msgstr ""
#: ../../content/applications/essentials/activities.rst:18
msgid ":guilabel:`(pencil in a box)`: this icon appears if a signature request is scheduled."
msgid ":icon:`fa-users` :guilabel:`(people)` icon: a meeting is scheduled."
msgstr ""
#: ../../content/applications/essentials/activities.rst:21
msgid "Schedule activities"
#: ../../content/applications/essentials/activities.rst:19
msgid ":icon:`fa-upload` :guilabel:`(upload)` icon: a document is scheduled to be uploaded."
msgstr ""
#: ../../content/applications/essentials/activities.rst:20
msgid ":icon:`fa-pencil-square-o` :guilabel:`(request signature)` icon: a signature request is scheduled."
msgstr ""
#: ../../content/applications/essentials/activities.rst:23
msgid "Schedule activities"
msgstr ""
#: ../../content/applications/essentials/activities.rst:25
msgid "Activities can be scheduled on any page of the database that contains a :ref:`chatter <activities/chatter>` thread, :ref:`Kanban view <activities/kanban>`, :ref:`list view <activities/list>`, or :ref:`activities view <activities/activity>` of an application."
msgstr ""
#: ../../content/applications/essentials/activities.rst:30
#: ../../content/applications/essentials/activities.rst:32
msgid "Chatter"
msgstr ""
#: ../../content/applications/essentials/activities.rst:32
#: ../../content/applications/essentials/activities.rst:34
msgid "Activities can be created from the chatter on any record."
msgstr ""
#: ../../content/applications/essentials/activities.rst:34
#: ../../content/applications/essentials/activities.rst:36
msgid "To schedule a new activity, click the :guilabel:`Activities` button, located at the top of the chatter. In the :guilabel:`Schedule Activity` pop-up window that appears, :ref:`fill out the Schedule Activity form <activities/form>`."
msgstr ""
@ -84,23 +84,19 @@ msgstr ""
msgid "New activity type form."
msgstr ""
#: ../../content/applications/essentials/activities.rst:45
#: ../../content/applications/essentials/activities.rst:47
msgid "Kanban view"
msgstr ""
#: ../../content/applications/essentials/activities.rst:47
msgid "Another way that activities are created is from the Kanban view in an application."
#: ../../content/applications/essentials/activities.rst:49
msgid "Activities can also be created from the :icon:`oi-view-kanban` :guilabel:`(Kanban)` view."
msgstr ""
#: ../../content/applications/essentials/activities.rst:-1
msgid "The Kanban icon in the top menu, highlighted."
#: ../../content/applications/essentials/activities.rst:51
msgid "To do so, click on the |clock| located at the bottom of an individual record."
msgstr ""
#: ../../content/applications/essentials/activities.rst:53
msgid "To do so, click on the :guilabel:`🕘 (clock)` icon located at the bottom of an individual record."
msgstr ""
#: ../../content/applications/essentials/activities.rst:55
msgid "Click :guilabel:`+ Schedule An Activity`, then proceed to :ref:`fill out the Schedule Activity form <activities/form>`."
msgstr ""
@ -108,145 +104,141 @@ msgstr ""
msgid "Kanban view of the CRM pipeline and the option to schedule an activity."
msgstr ""
#: ../../content/applications/essentials/activities.rst:63
#: ../../content/applications/essentials/activities.rst:82
msgid "If a record already has a scheduled activity, the :guilabel:`🕘 (clock)` icon is replaced by the icon that represents the existing scheduled activity. Click on the activity type's icon to schedule another activity."
#: ../../content/applications/essentials/activities.rst:61
#: ../../content/applications/essentials/activities.rst:79
msgid "If a record already has a scheduled activity, the |clock| is replaced by the icon that represents the existing scheduled activity. Click on the activity type's icon to schedule another activity."
msgstr ""
#: ../../content/applications/essentials/activities.rst:70
#: ../../content/applications/essentials/activities.rst:67
msgid "List view"
msgstr ""
#: ../../content/applications/essentials/activities.rst:72
msgid "Activities can also be created from a list view."
#: ../../content/applications/essentials/activities.rst:69
msgid "Activities can also be created from a :icon:`oi-view-list` :guilabel:`(list)` view."
msgstr ""
#: ../../content/applications/essentials/activities.rst:71
msgid "If the :guilabel:`Activities` column is hidden, reveal it using the :icon:`oi-settings-adjust` :guilabel:`(settings adjust)` icon in the far-right of the top row."
msgstr ""
#: ../../content/applications/essentials/activities.rst:74
msgid "If the :guilabel:`Activities` column is hidden, reveal it using the :guilabel:`(additional options toggle)` icon in the far-right of the top row, represented by two horizontal lines with two dots."
msgstr ""
#: ../../content/applications/essentials/activities.rst:77
msgid "Then, click on the :guilabel:`🕘 (clock)` icon for the record the activity is being added to, then click :guilabel:`+ Schedule an activity`. Proceed to :ref:`fill out the Schedule Activity form <activities/form>` that appears."
msgid "Then, click on the |clock| for the record the activity is being added to, and click :guilabel:`+ Schedule an activity`. Proceed to :ref:`fill out the Schedule Activity form <activities/form>` that appears."
msgstr ""
#: ../../content/applications/essentials/activities.rst:-1
msgid "List view of the CRM pipeline and the option to schedule an activity."
msgstr ""
#: ../../content/applications/essentials/activities.rst:93
#: ../../content/applications/essentials/activities.rst:89
msgid "Activity view"
msgstr ""
#: ../../content/applications/essentials/activities.rst:95
msgid "Most applications in Odoo have an *Activity* view available. If available, a :guilabel:`🕘 (clock)` activity icon is visible in the top-right of the main menu bar."
#: ../../content/applications/essentials/activities.rst:91
msgid "Most applications in Odoo have an *Activity* view available. If available, a |clock| is visible in the top-right corner of the main menu bar, amongst the other view option icons."
msgstr ""
#: ../../content/applications/essentials/activities.rst:98
msgid "To open the activity view, click the :guilabel:`🕘 (clock)` activity icon."
#: ../../content/applications/essentials/activities.rst:94
msgid "To open the activity view, click the |clock|."
msgstr ""
#: ../../content/applications/essentials/activities.rst:-1
msgid "Top-right menu with the Activities icon called out."
msgstr ""
#: ../../content/applications/essentials/activities.rst:104
#: ../../content/applications/essentials/activities.rst:100
msgid "In this view, all the available activities are listed in the columns, while the horizontal entries represent all the individual records."
msgstr ""
#: ../../content/applications/essentials/activities.rst:107
#: ../../content/applications/essentials/activities.rst:103
msgid "Activities that appear green have a due date in the future, activities that appear orange are due today, while activities appearing red are overdue."
msgstr ""
#: ../../content/applications/essentials/activities.rst:110
#: ../../content/applications/essentials/activities.rst:106
msgid "Color bars in each column represent records for specific activity types, and display a number indicating how many activities are scheduled for that type."
msgstr ""
#: ../../content/applications/essentials/activities.rst:113
#: ../../content/applications/essentials/activities.rst:109
msgid "If multiple activity types are scheduled for a record, a number appears in the box, indicating the total number of scheduled activities."
msgstr ""
#: ../../content/applications/essentials/activities.rst:117
msgid "Activity colors, and their relation to an activity's due date, is consistent throughout Odoo, regardless of the activity type, or the view."
#: ../../content/applications/essentials/activities.rst:113
msgid "Activity colors, and their relation to an activity's due date, are consistent throughout Odoo, regardless of the activity type, or the view."
msgstr ""
#: ../../content/applications/essentials/activities.rst:120
msgid "To schedule an activity for a record, hover over the corresponding field, and a :guilabel:` (plus sign)` appears. Click the :guilabel:` (plus sign)`, and then :ref:`fill out the Schedule Activity form <activities/form>`."
#: ../../content/applications/essentials/activities.rst:116
msgid "To schedule an activity for a record, hover over the corresponding field. Click the :icon:`fa-plus` :guilabel:`(plus)` icon that appears, and then :ref:`fill out the Schedule Activity form <activities/form>`."
msgstr ""
#: ../../content/applications/essentials/activities.rst:-1
msgid "Activity view of the CRM pipeline and the option to schedule an activity."
msgstr ""
#: ../../content/applications/essentials/activities.rst:131
#: ../../content/applications/essentials/activities.rst:127
msgid "Schedule Activity form"
msgstr ""
#: ../../content/applications/essentials/activities.rst:133
#: ../../content/applications/essentials/activities.rst:129
msgid "Activities can be scheduled from many different places, such as from the :ref:`chatter <activities/chatter>` of a record, or from one of multiple views in an application, when available: the :ref:`Kanban view <activities/kanban>`, :ref:`list view <activities/list>`, or :ref:`activity view <activities/activity>`."
msgstr ""
#: ../../content/applications/essentials/activities.rst:138
#: ../../content/applications/essentials/activities.rst:220
#: ../../content/applications/essentials/activities.rst:134
#: ../../content/applications/essentials/activities.rst:210
msgid "Enter the following information on the form:"
msgstr ""
#: ../../content/applications/essentials/activities.rst:140
#: ../../content/applications/essentials/activities.rst:136
msgid ":guilabel:`Activity Type`: select the type of activity from the drop-down menu. The default options are: :guilabel:`Email`, :guilabel:`Call`, :guilabel:`Meeting`, or :guilabel:`To-Do`. Depending on what other applications are installed, additional options may be available."
msgstr ""
#: ../../content/applications/essentials/activities.rst:145
msgid "Individual applications have a list of dedicated :ref:`activity types <activities/types>`. For example, installing the *Sales* application makes :guilabel:`Order Upsell` available, while installing the *Sign* application makes :guilabel:`Request Signature` available."
msgstr ""
#: ../../content/applications/essentials/activities.rst:149
#: ../../content/applications/essentials/activities.rst:139
msgid ":guilabel:`Summary`: enter a short title for the activity, such as `Discuss Proposal`."
msgstr ""
#: ../../content/applications/essentials/activities.rst:150
#: ../../content/applications/essentials/activities.rst:140
msgid ":guilabel:`Due Date`: using the calendar popover, select the activity's deadline."
msgstr ""
#: ../../content/applications/essentials/activities.rst:151
#: ../../content/applications/essentials/activities.rst:141
msgid ":guilabel:`Assigned to`: by default, the current user populates this field. To assign a different user to the activity, select them from the drop-down menu."
msgstr ""
#: ../../content/applications/essentials/activities.rst:153
#: ../../content/applications/essentials/activities.rst:143
msgid ":guilabel:`Notes`: add any additional information for the activity in this field."
msgstr ""
#: ../../content/applications/essentials/activities.rst:155
#: ../../content/applications/essentials/activities.rst:145
msgid "When the :guilabel:`Schedule Activity` pop-up window is completed, click one of the following buttons:"
msgstr ""
#: ../../content/applications/essentials/activities.rst:158
#: ../../content/applications/essentials/activities.rst:148
msgid ":guilabel:`Open Calendar`: opens the user's calendar to add and schedule the activity."
msgstr ""
#: ../../content/applications/essentials/activities.rst:160
#: ../../content/applications/essentials/activities.rst:150
msgid "Click on the desired date and time for the activity, and a :guilabel:`New Event` pop-up window appears. The summary from the *Schedule Activity* pop-up window populates the :guilabel:`Title` field."
msgstr ""
#: ../../content/applications/essentials/activities.rst:164
#: ../../content/applications/essentials/activities.rst:154
msgid "Enter the information in the :guilabel:`New Event` pop-up window, then click :guilabel:`Save & Close` to schedule it. Once scheduled, the activity is added to the chatter under the :guilabel:`Planned Activities` section."
msgstr ""
#: ../../content/applications/essentials/activities.rst:169
#: ../../content/applications/essentials/activities.rst:159
msgid "The :guilabel:`Open Calendar` button **only** appears if the :guilabel:`Activity Type` is set to either :guilabel:`Call` or :guilabel:`Meeting`."
msgstr ""
#: ../../content/applications/essentials/activities.rst:172
#: ../../content/applications/essentials/activities.rst:162
msgid ":guilabel:`Schedule`: schedules the activity, and adds the activity to the chatter under :guilabel:`Planned Activities`."
msgstr ""
#: ../../content/applications/essentials/activities.rst:174
#: ../../content/applications/essentials/activities.rst:164
msgid ":guilabel:`Schedule & Mark as Done`: adds the details of the activity to the chatter under :guilabel:`Today`. The activity is not scheduled, and is automatically marked as done."
msgstr ""
#: ../../content/applications/essentials/activities.rst:176
#: ../../content/applications/essentials/activities.rst:166
msgid ":guilabel:`Done & Schedule Next`: adds the details of the activity to the chatter under :guilabel:`Today`. The activity is not scheduled, is automatically marked as done, and a new :guilabel:`Schedule Activity` pop-up window appears."
msgstr ""
#: ../../content/applications/essentials/activities.rst:179
#: ../../content/applications/essentials/activities.rst:169
msgid ":guilabel:`Cancel`: discards any changes made on the :guilabel:`Schedule Activity` pop-up window."
msgstr ""
@ -254,27 +246,27 @@ msgstr ""
msgid "View of CRM leads and the option to schedule an activity."
msgstr ""
#: ../../content/applications/essentials/activities.rst:188
#: ../../content/applications/essentials/activities.rst:178
msgid "All scheduled activities"
msgstr ""
#: ../../content/applications/essentials/activities.rst:190
msgid "To view a consolidated list of activities, organized by application, click the :guilabel:`🕘 (clock)` icon in the header menu, located in the top-right."
#: ../../content/applications/essentials/activities.rst:180
msgid "To view a consolidated list of activities, organized by application, click the |clock| in the header menu, located in the top-right corner."
msgstr ""
#: ../../content/applications/essentials/activities.rst:193
msgid "If any activities are scheduled, the number of activities appear in a red bubble on the :guilabel:`🕘 (clock)` icon."
#: ../../content/applications/essentials/activities.rst:183
msgid "If any activities are scheduled, the number of activities appear in a red bubble on the |clock|."
msgstr ""
#: ../../content/applications/essentials/activities.rst:196
#: ../../content/applications/essentials/activities.rst:186
msgid "All activities for each application are further divided into subsections, indicating where in the application the activity is to be completed. Each sub-section lists the number of scheduled activities that are :guilabel:`Late`, due :guilabel:`Today`, and scheduled in the :guilabel:`Future`."
msgstr ""
#: ../../content/applications/essentials/activities.rst:202
#: ../../content/applications/essentials/activities.rst:192
msgid "In the *Time Off* application, one activity is scheduled to be done in the *All Time Off* requests dashboard, and six activities are scheduled to be done in the *Allocations* dashboard."
msgstr ""
#: ../../content/applications/essentials/activities.rst:205
#: ../../content/applications/essentials/activities.rst:195
msgid "These requests appear in two separate lists in the all activities drop-down menu: one labeled `Time Off` and one labeled `Time Off Allocation`."
msgstr ""
@ -283,39 +275,39 @@ msgid "The list of activities that is accessed from the main menu bar. Two entri
"Off application are highlighted."
msgstr ""
#: ../../content/applications/essentials/activities.rst:214
#: ../../content/applications/essentials/activities.rst:204
msgid "Request a document"
msgstr ""
#: ../../content/applications/essentials/activities.rst:216
#: ../../content/applications/essentials/activities.rst:206
msgid "The option to :guilabel:`Request a Document` is available at the bottom of the list of :ref:`all scheduled activities <activities/all>`, the option to :guilabel:`Request a Document` appears. Click :guilabel:`Request a Document`, and a :guilabel:`Request a file` pop-up window appears."
msgstr ""
#: ../../content/applications/essentials/activities.rst:222
#: ../../content/applications/essentials/activities.rst:212
msgid ":guilabel:`Document Name`: enter a name for the document being requested."
msgstr ""
#: ../../content/applications/essentials/activities.rst:223
#: ../../content/applications/essentials/activities.rst:213
msgid ":guilabel:`Request To`: select the user the document is being requested from using the drop-down menu."
msgstr ""
#: ../../content/applications/essentials/activities.rst:225
#: ../../content/applications/essentials/activities.rst:215
msgid ":guilabel:`Due Date In`: enter a numerical value indicating when the document is due. Next to this field, a :guilabel:`Days` field is visible. Click :guilabel:`Days`, the default option, to reveal a drop-down menu. Select the desired time-frame option from the list. The options are :guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`."
msgstr ""
#: ../../content/applications/essentials/activities.rst:229
#: ../../content/applications/essentials/activities.rst:219
msgid ":guilabel:`Workspace`: using the drop-down menu, select the specific :ref:`Workspace <documents/workspaces>` the document is being uploaded to."
msgstr ""
#: ../../content/applications/essentials/activities.rst:231
#: ../../content/applications/essentials/activities.rst:221
msgid ":guilabel:`Tags`: select any desired tags from the drop-down menu. The available tags displayed are based on the tags configured for the selected :guilabel:`Workspace`."
msgstr ""
#: ../../content/applications/essentials/activities.rst:233
#: ../../content/applications/essentials/activities.rst:223
msgid ":guilabel:`Message`: enter a message to clarify the document request in this field."
msgstr ""
#: ../../content/applications/essentials/activities.rst:235
#: ../../content/applications/essentials/activities.rst:225
msgid "When all the fields are completed, click :guilabel:`Request` to send the document request."
msgstr ""
@ -323,11 +315,11 @@ msgstr ""
msgid "The Request a file form, with all fields filled out to request a contract."
msgstr ""
#: ../../content/applications/essentials/activities.rst:244
#: ../../content/applications/essentials/activities.rst:234
msgid "Activity types"
msgstr ""
#: ../../content/applications/essentials/activities.rst:246
#: ../../content/applications/essentials/activities.rst:236
msgid "To view the currently configured types of activities in the database, navigate to :menuselection:`Settings app --> Discuss section --> Activities setting --> Activity Types`."
msgstr ""
@ -335,123 +327,127 @@ msgstr ""
msgid "Activity Types button in the Settings application under the Discuss section."
msgstr ""
#: ../../content/applications/essentials/activities.rst:253
#: ../../content/applications/essentials/activities.rst:243
msgid "Doing so reveals the :guilabel:`Activity Types` page, where the existing activity types are found."
msgstr ""
#: ../../content/applications/essentials/activities.rst:246
msgid "Individual applications have a list of *Activity Types* dedicated to that application. For example, to view and edit the activities available for the *CRM* application, go to :menuselection:`CRM app --> Configuration --> Activity Types`."
msgstr ""
#: ../../content/applications/essentials/activities.rst:-1
msgid "The list of activity types already configured and available."
msgstr ""
#: ../../content/applications/essentials/activities.rst:260
#: ../../content/applications/essentials/activities.rst:255
msgid "Edit activity types"
msgstr ""
#: ../../content/applications/essentials/activities.rst:262
#: ../../content/applications/essentials/activities.rst:257
msgid "To edit an existing :ref:`activity type <activities/types>`, click on the activity type, and the activity type form loads."
msgstr ""
#: ../../content/applications/essentials/activities.rst:265
msgid "Make any desired changes to the activity type form. The form automatically saves, but it can be saved manually at any time by clicking the :guilabel:`Save Manually` option, represented by a :guilabel:`(cloud upload)` icon, located in the top-left corner of the page."
#: ../../content/applications/essentials/activities.rst:260
msgid "Make any desired changes to the activity type form. The form automatically saves, but it can be saved manually at any time by clicking the :guilabel:`Save Manually` option, represented by a :icon:`fa-cloud-upload` :guilabel:`(cloud upload)` icon, located in the top-left corner of the page."
msgstr ""
#: ../../content/applications/essentials/activities.rst:270
#: ../../content/applications/essentials/activities.rst:265
msgid "Create new activity types"
msgstr ""
#: ../../content/applications/essentials/activities.rst:272
#: ../../content/applications/essentials/activities.rst:267
msgid "To create a new :ref:`activity type <activities/types>`, click :guilabel:`New` from the :guilabel:`Activity Types` page, and a blank activity type form loads."
msgstr ""
#: ../../content/applications/essentials/activities.rst:275
#: ../../content/applications/essentials/activities.rst:270
msgid "Enter a :guilabel:`Name` for the activity type at the top of the form, then enter the following information on the form."
msgstr ""
#: ../../content/applications/essentials/activities.rst:279
#: ../../content/applications/essentials/activities.rst:274
msgid "Activity Settings section"
msgstr ""
#: ../../content/applications/essentials/activities.rst:281
#: ../../content/applications/essentials/activities.rst:276
msgid ":guilabel:`Action`: using the drop-down menu, select an action associated with this new activity type. Some actions trigger specific behaviors after an activity is scheduled, such as:"
msgstr ""
#: ../../content/applications/essentials/activities.rst:284
#: ../../content/applications/essentials/activities.rst:279
msgid ":guilabel:`Upload Document`: if selected, a link to upload a document is automatically added to the planned activity in the chatter."
msgstr ""
#: ../../content/applications/essentials/activities.rst:286
#: ../../content/applications/essentials/activities.rst:281
msgid ":guilabel:`Call` or :guilabel:`Meeting`: if selected, users have the option to open their calendar to select a date and time for the activity."
msgstr ""
#: ../../content/applications/essentials/activities.rst:288
#: ../../content/applications/essentials/activities.rst:283
msgid ":guilabel:`Request Signature`: if selected, a link to open a signature request pop-up window is automatically added to the planned activity in the chatter. This requires the Odoo *Sign* application to be installed."
msgstr ""
#: ../../content/applications/essentials/activities.rst:293
#: ../../content/applications/essentials/activities.rst:288
msgid "Available activity types vary based on the installed applications in the database."
msgstr ""
#: ../../content/applications/essentials/activities.rst:295
#: ../../content/applications/essentials/activities.rst:290
msgid ":guilabel:`Folder`: select a specific :ref:`workspace <documents/workspaces>` folder to save a document to. This field **only** appears if :guilabel:`Upload Document` is selected for the :guilabel:`Action`."
msgstr ""
#: ../../content/applications/essentials/activities.rst:299
#: ../../content/applications/essentials/activities.rst:294
msgid "Using the drop-down menu, select the :guilabel:`Folder` the document is saved to."
msgstr ""
#: ../../content/applications/essentials/activities.rst:301
#: ../../content/applications/essentials/activities.rst:296
msgid ":guilabel:`Default User`: select a user from the drop-down menu to automatically assign this activity to the selected user when this activity type is scheduled. If this field is left blank, the activity is assigned to the user who creates the activity."
msgstr ""
#: ../../content/applications/essentials/activities.rst:304
#: ../../content/applications/essentials/activities.rst:299
msgid ":guilabel:`Default Summary`: enter a note to include whenever this activity type is created."
msgstr ""
#: ../../content/applications/essentials/activities.rst:307
#: ../../content/applications/essentials/activities.rst:302
msgid "The information in the :guilabel:`Default User` and :guilabel:`Default Summary` fields are included when an activity is created. However, they can be altered before the activity is scheduled or saved."
msgstr ""
#: ../../content/applications/essentials/activities.rst:311
#: ../../content/applications/essentials/activities.rst:306
msgid ":guilabel:`Keep Done`: tick this checkbox to keep activities that have been marked as `Done` visible in the :ref:`activity view <activities/activity>`."
msgstr ""
#: ../../content/applications/essentials/activities.rst:313
#: ../../content/applications/essentials/activities.rst:308
msgid ":guilabel:`Default Note`: enter any notes to appear with the activity."
msgstr ""
#: ../../content/applications/essentials/activities.rst:316
#: ../../content/applications/essentials/activities.rst:311
msgid "Next Activity section"
msgstr ""
#: ../../content/applications/essentials/activities.rst:318
#: ../../content/applications/essentials/activities.rst:313
msgid "It is possible to have another activity either suggested or triggered. To do so, configure the :guilabel:`Next Activity` section."
msgstr ""
#: ../../content/applications/essentials/activities.rst:321
#: ../../content/applications/essentials/activities.rst:316
msgid ":guilabel:`Chaining Type`: select either :guilabel:`Suggest Next Activity` or :guilabel:`Trigger Next Activity` from the drop-down menu. Depending on the selected option, either the :guilabel:`Suggest` or :guilabel:`Trigger` field is displayed."
msgstr ""
#: ../../content/applications/essentials/activities.rst:326
#: ../../content/applications/essentials/activities.rst:321
msgid "The :guilabel:`Chaining Type` field does **not** appear if :guilabel:`Upload Document` is selected for the :guilabel:`Action`."
msgstr ""
#: ../../content/applications/essentials/activities.rst:329
#: ../../content/applications/essentials/activities.rst:324
msgid ":guilabel:`Suggest/Trigger`: depending on what is selected for the :guilabel:`Chaining Type`, this field either displays :guilabel:`Suggest` or :guilabel:`Trigger`. Using the drop-down menu, select the activity to recommend or schedule as a follow-up task to the activity type."
msgstr ""
#: ../../content/applications/essentials/activities.rst:332
#: ../../content/applications/essentials/activities.rst:327
msgid ":guilabel:`Schedule`: configure when the next activity is suggested or triggered."
msgstr ""
#: ../../content/applications/essentials/activities.rst:334
#: ../../content/applications/essentials/activities.rst:329
msgid "First, enter a numerical value indicating when the activity is suggested or triggered."
msgstr ""
#: ../../content/applications/essentials/activities.rst:336
#: ../../content/applications/essentials/activities.rst:331
msgid "Next to this field, a :guilabel:`Days` field is visible. Click :guilabel:`Days`, the default option, to reveal a drop-down menu. Select the desired time-frame option from the list. The options are :guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`."
msgstr ""
#: ../../content/applications/essentials/activities.rst:340
#: ../../content/applications/essentials/activities.rst:335
msgid "Lastly, using the drop-down menu, select whether the activity is scheduled or triggered either :guilabel:`after previous activity deadline` or :guilabel:`after completion date`."
msgstr ""
@ -459,14 +455,366 @@ msgstr ""
msgid "A new Activity form with all the fields filled out."
msgstr ""
#: ../../content/applications/essentials/activities.rst:348
#: ../../content/applications/essentials/activities.rst:343
msgid ":doc:`../productivity/discuss`"
msgstr ""
#: ../../content/applications/essentials/activities.rst:349
#: ../../content/applications/essentials/activities.rst:344
msgid ":doc:`../productivity/discuss/team_communication`"
msgstr ""
#: ../../content/applications/essentials/activities.rst:345
msgid ":doc:`../sales/crm/optimize/utilize_activities`"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:3
msgid "Contacts"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:5
msgid "The *Contacts* application comes installed on all Odoo databases. Contacts are created for customers the company does business with through Odoo. A contact is a repository of vital business information, facilitating communication and business transactions."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:10
msgid "Contact form"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:12
msgid "To create a new contact, navigate to the :menuselection:`Contacts app`, and click :guilabel:`Create`. A new form appears where various contact information can be added."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:16
msgid "Contact type"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:18
msgid "Odoo allows for both :guilabel:`Individual` and :guilabel:`Company` contacts. Select either :guilabel:`Individual` or :guilabel:`Company`, depending on the type of contact that is being added."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:22
msgid "Name"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:24
msgid "First, fill in the name of the :guilabel:`Individual` or :guilabel:`Company`. This is how the name appears throughout the database. This field is **mandatory**."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:28
msgid ":guilabel:`Individual` contacts can have a :guilabel:`Company` contact linked to it. After selecting :guilabel:`Individual`, a new :guilabel:`Company Name...` field appears below the first name field."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:33
msgid "Address"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:35
msgid "Next, enter the :guilabel:`Address` of the :guilabel:`Company` or :guilabel:`Individual`."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:38
msgid "If the :guilabel:`Individual` option is chosen, then the *type of address* can be chosen from a drop-down menu. Options for this drop-down menu include: :guilabel:`Contact`, :guilabel:`Invoice Address`, :guilabel:`Delivery Address`, :guilabel:`Other Address`, and :guilabel:`Private Address`."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:44
msgid "Additional fields"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:46
msgid "Additional details are included on the initial form. The following fields are available:"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:48
msgid ":guilabel:`VAT`: Value Added Tax number."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:49
msgid ":guilabel:`Citizen Identification`: citizen or government identification number (only available on :guilabel:`Individual`)."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:51
msgid ":guilabel:`Job Position`: list the job position of the :guilabel:`Individual` (only available on :guilabel:`Individual`)."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:53
msgid ":guilabel:`Phone`: list phone number (with country code). Make a call, send an SMS, or WhatsApp message by hovering over the field on the saved form, and clicking the desired option."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:55
msgid ":guilabel:`Mobile`: list mobile phone number (with country code). Make a call, send an SMS, or WhatsApp message by hovering over the field on the saved form, and clicking on the desired option."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:57
msgid ":guilabel:`Email`: enter the email address with the domain."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:58
msgid ":guilabel:`Website`: enter the full website address, starting with `http` or `https`."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:59
msgid ":guilabel:`Title`: select :guilabel:`Doctor`, :guilabel:`Madam`, :guilabel:`Miss`, :guilabel:`Mister`, :guilabel:`Professor`, or create a new one directly from this field."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:61
msgid ":guilabel:`Tags`: enter preconfigured tags by typing them in the field, or clicking the drop-down menu, and selecting one. To create a new one, type the new tag in the field, and click :guilabel:`Create` from the resulting drop-down menu."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:66
msgid "Contacts & Addresses tab"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:68
msgid "At the bottom of the contact form are several tabs. On the :guilabel:`Contacts & Addresses` tab, contacts can be added that are associated with a :guilabel:`Company` and related addresses. For example, a specific contact person for the company can be listed here."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:72
msgid "Multiple addresses can be added on both :guilabel:`Individual` and :guilabel:`Company` contacts. To do so, click :guilabel:`Add` in the :guilabel:`Contacts & Addresses` tab. Doing so reveals a :guilabel:`Create Contact` pop-up form, in which additional addresses can be configured."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:-1
msgid "Add a contact/address to the contact form."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:80
msgid "On the :guilabel:`Create Contact` pop-up form, start by clicking the default :guilabel:`Other Address` field at the top to reveal a drop-down menu of address-related options."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:83
msgid "Select any of the following options:"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:85
msgid ":guilabel:`Contact`: adds another contact to the existing contact form."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:86
msgid ":guilabel:`Invoice Address`: adds a specific invoice address to the existing contact form."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:87
msgid ":guilabel:`Delivery Address`: adds a specific delivery address to the existing contact form."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:88
msgid ":guilabel:`Other Address`: adds an alternate address to the existing contact form."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:89
msgid ":guilabel:`Private Address`: adds a private address to the existing contact form."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:-1
msgid "Create a new contact/address on a contact form."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:95
msgid "Once an option is selected, enter the corresponding contact information that should be used for the specified address type."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:98
msgid "Add the :guilabel:`Contact Name`, :guilabel:`Address`, :guilabel:`Email`, along with the :guilabel:`Phone` and/or :guilabel:`Mobile` numbers below."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:101
msgid "Set the :guilabel:`Job Position`, which appears if the :guilabel:`Contact` address type has been selected. This is similar to the :guilabel:`Individual` contact."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:104
msgid "To add a note, click on the text field next to :guilabel:`Notes`, and write anything that is applicable to the customer or contact."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:107
msgid "Then, click :guilabel:`Save & Close` to save the address, and close the :guilabel:`Create Contact` window. Or, click :guilabel:`Save & New` to save the address, and immediately input another one."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:111
msgid "Sales & Purchase tab"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:113
msgid "Next, is the :guilabel:`Sales & Purchases` tab, which only appears when the *Sales*, *Purchase*, **or** *Point of Sale* applications are installed."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:116
msgid "The :guilabel:`Fiscal Position` can be set on the :guilabel:`Sales & Purchases` tab. Select a :guilabel:`Fiscal Position` from the drop-down menu."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:120
msgid "Sales section"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:122
msgid "Under the :guilabel:`Sales` heading, a specific :guilabel:`Salesperson` can be assigned to a contact. To do that, click the :guilabel:`Salesperson` drop-down field, and select one. Create a new :guilabel:`Salesperson` by typing the user's name, and making the appropriate selection."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:126
msgid "Certain :guilabel:`Payment Terms`, or a certain :guilabel:`Pricelist`, can also be set, if needed. Click the drop-down menu next to :guilabel:`Payment Terms`, and change it to one of the preselected :guilabel:`Payment Terms`, or :guilabel:`Create` a new one. Select the :guilabel:`Pricelist` drop-down menu to choose the appropriate :guilabel:`Pricelist`."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:131
msgid "Click into the :guilabel:`Delivery Method` field to select an option from the drop-down menu."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:134
msgid "Point Of Sale section"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:136
msgid "Under the :guilabel:`Point Of Sale` heading, enter a :guilabel:`Barcode` that can be used to identify the contact. Use the :guilabel:`Loyalty Points` field to track points the user won as part of a *Loyalty Program*."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:141
msgid "Purchase section"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:143
msgid "Specify :guilabel:`Payment Terms`, :guilabel:`1099 Box` information, and a preferred :guilabel:`Payment Method` here. A :guilabel:`Receipt Reminder` can be set here, as well."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:147
msgid "Misc section"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:149
msgid "Under the :guilabel:`Misc.` heading, use :guilabel:`Reference` field to add any additional information for this contact. If this contact should only be accessible for one company in a multi-company database, select it from the :guilabel:`Company` field drop-down list. Use the :guilabel:`Website` drop-down menu to restrict the publishing of this contact to one website (if working on a database with multiple websites). Select one or more :guilabel:`Website Tags` to assist in filtering published customers on the `/customers` website page. Select an :guilabel:`Industry` for this contact from the drop-down menu. Use the :guilabel:`SLA Policies` field to assign a *Helpdesk* SLA policy to this contact."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:159
msgid "Accounting tab"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:161
msgid "The :guilabel:`Accounting` tab appears when the *Accounting* application is installed. Here, a user can add any related :guilabel:`Bank Accounts`, or set default :guilabel:`Accounting entries`."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:164
msgid "Under the :guilabel:`Miscellaneous` heading, use the :guilabel:`LEI` field to enter a Legal Entity Identifier, if necessary."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:168
msgid "Internal Notes tab"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:170
msgid "Following the :guilabel:`Accounting` tab is the :guilabel:`Internal Notes` tab, where notes can be left on this contact form, just like on the contact form noted above."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:174
msgid "Partner Assignment tab"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:176
msgid "Next is the :guilabel:`Partner Assignment` tab, which by default, includes a :guilabel:`Geolocation` section, and other partner options, including :guilabel:`Partner Activation` and :guilabel:`Partner Review` configurations. These are **only** present when the *Resellers* module is installed."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:181
msgid "Follow the :doc:`Resellers documentation <../sales/crm/track_leads/resellers>` for more information on publishing partners on the website."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:185
msgid "Membership tab"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:187
msgid "Finally, there is the :guilabel:`Membership` tab on contact forms, which can help users manage any memberships that are being offered to this specific contact. It should be noted that this tab **only** appears when the *Members* application is installed."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:192
msgid "Activate membership"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:194
msgid "To activate a contact's membership, click :guilabel:`Buy Membership` in the :guilabel:`Membership` tab of a contact form. On the pop-up window that appears, select a :guilabel:`Membership` from the drop-down menu. Then, configure a :guilabel:`Member Price`. Click :guilabel:`Invoice Membership` when both fields are filled in."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:199
msgid "Alternatively, to offer a free membership, tick the :guilabel:`Free Member` checkbox, in the :guilabel:`Membership` tab of a contact form."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:203
msgid "Publish members directory"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:205
msgid "To publish a list of active members on the website, the *Online Members Directory* application must first be :ref:`installed <general/install>`. After installing the module, add the `/members` page to the website's menu by :doc:`editing the website menu <../websites/website/pages/menus>`."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:210
msgid "Publish individual members"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:212
msgid "Return to :menuselection:`CRM app --> Sales --> Customers`, and click the Kanban card for a member. Click the :guilabel:`Go to Website` smart button at the top of the page to open the member's webpage."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:216
msgid "After making any necessary changes to the page, click :guilabel:`Save`. At the top of the page, slide the :guilabel:`Unpublished` toggle to the active, :guilabel:`Published` position."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:219
msgid "Repeat these steps for all members."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:222
msgid "Smart buttons"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:224
msgid "At the top of the contact form, there are some additional options available, known as *smart buttons*."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:227
msgid "Here, Odoo displays a variety of records, related to this contact, that were created on other apps. Odoo integrates information from every single app, so there are many smart buttons."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:231
msgid "For example, there is an :guilabel:`Opportunities` smart button, where all the opportunities related to this customer from the *CRM* app are accessible."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:235
msgid "If the corresponding applications are installed, their related smart buttons appear automatically on a contact form."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:238
msgid "A user can see any :guilabel:`Meetings`, :guilabel:`Sales`, :guilabel:`POS Orders`, :guilabel:`Subscriptions`, project :guilabel:`Tasks`, and the :guilabel:`More` smart button reveals additional options, via a drop-down menu. A user can even quickly access :guilabel:`Purchases`, :guilabel:`Helpdesk` tasks, :guilabel:`On-time Rate` for deliveries, :guilabel:`Invoiced` information, :guilabel:`Vendor Bills`, and the :guilabel:`Partner Ledger` connected to this contact."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:244
msgid "Deliveries, documents, loyalty cards, and direct debits are *also* linked to smart buttons, like this, should there be any outstanding/on-file for this contact."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:247
msgid "If the contact is a partner, the user can visit their partner page on the Odoo-built website by clicking the :guilabel:`Go to Website` smart button."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:251
msgid "Archive contacts"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:253
msgid "If a user decides they no longer want to have this contact active, the record can be archived. To do that, go to the :icon:`fa-cog` :guilabel:`Action` menu at the top of the contact form, and click :guilabel:`Archive`."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:257
msgid "Then, click :guilabel:`OK` from the resulting :guilabel:`Confirmation` pop-up window."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:259
msgid "With this contact successfully archived, as indicated by a banner at the top, they do not show up in the main contacts page, but they can still be searched for with the :guilabel:`Archived` filter."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:263
msgid "A contact can be *unarchived*, if the user decides to work with them again. To do that, just click the :icon:`fa-cog` :guilabel:`Action` menu again at the top of the archived contact form, and click :guilabel:`Unarchive`. Upon doing so, the :guilabel:`Archived` banner is removed, and the contact is restored."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:269
msgid ":doc:`Add different addresses in CRM <../sales/sales/send_quotations/different_addresses>`"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:270
msgid "`Odoo's eLearning Contacts tutorial <https://www.odoo.com/slides/slide/contacts-2527?fullscreen=1>`_"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:3
msgid "Export and import data"
msgstr ""

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@ -8,7 +8,7 @@ msgid ""
msgstr ""
"Project-Id-Version: Odoo 17.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2024-05-31 09:59+0000\n"
"POT-Creation-Date: 2024-06-24 07:08+0000\n"
"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
"Language-Team: LANGUAGE <LL@li.org>\n"
@ -2345,22 +2345,22 @@ msgid "Email is not sent"
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:15
msgid "The first indicator showing that an email has not been sent is the presence of a red :guilabel:`✉️ (envelope)` icon, next to the date and time of the message, located in the chatter."
msgid "The first indicator showing that an email has not been sent is the presence of a red :icon:`fa-envelope` :guilabel:`(envelope)` icon, next to the date and time of the message, located in the chatter."
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:-1
msgid "Red envelope icon displayed in chatter."
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:22
#: ../../content/applications/general/email_communication/faq.rst:23
msgid "Unsent emails also appear in the Odoo email queue. In :ref:`developer mode <developer-mode>`, the email queue can be accessed by going to :menuselection:`Settings app --> Technical menu --> Email --> Emails`. Unsent emails appear in turquoise, while sent emails appear in grey."
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:27
#: ../../content/applications/general/email_communication/faq.rst:28
msgid "Common error messages"
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:32
#: ../../content/applications/general/email_communication/faq.rst:33
msgid "Daily limit reached"
msgstr ""
@ -2368,83 +2368,83 @@ msgstr ""
msgid "Warning in Odoo upon email limit reached."
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:38
#: ../../content/applications/general/email_communication/faq.rst:39
msgid "Each email service provider has its own email sending limits. The limits may be daily, hourly, or sometimes, per minute. This is the same for Odoo, which limits a customer's sending to prevent Odoo's email servers from being blacklisted."
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:42
#: ../../content/applications/general/email_communication/faq.rst:43
msgid "Here are the default limits for new databases:"
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:44
#: ../../content/applications/general/email_communication/faq.rst:45
msgid "**200 emails per day** for Odoo Online and Odoo.sh databases with an active subscription."
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:45
msgid "**20 emails per day** for one-app free databases."
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:46
msgid "**50 emails per day** for trial databases."
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:47
msgid "In the case of migration, the daily limit might be reset to 50 emails per day."
msgid "**50 emails per day** for one-app free and trial databases."
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:49
msgid "If the daily limit is reached:"
msgid "In a one-app free database, if the *Email Marketing* app is installed, the email limit is **20 emails per day**."
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:51
msgid "Contact the Odoo support team, who may increase the daily limit depending on the following factors:"
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:54
msgid "How many users are in the database?"
#: ../../content/applications/general/email_communication/faq.rst:53
msgid "In the case of migration, the daily limit might be reset to 50 emails per day."
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:55
msgid "If the daily limit is reached:"
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:57
msgid "Contact the Odoo support team, who may increase the daily limit, depending on the following factors:"
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:60
msgid "How many users are in the database?"
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:61
msgid "Which apps are installed?"
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:56
#: ../../content/applications/general/email_communication/faq.rst:62
msgid "The bounce rate: the percentage of email addresses that did not receive emails because they were returned by a mail server on its way to the final recipient."
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:59
#: ../../content/applications/general/email_communication/faq.rst:65
msgid "Use an external outgoing email server to be independent of Odoo's mail limit (refer to the corresponding :doc:`email documentation </applications/general/email_communication/email_servers>`)."
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:62
#: ../../content/applications/general/email_communication/faq.rst:68
msgid "Wait until 11 PM (UTC) for the daily limit to reset, and retry sending the email. In :ref:`developer mode <developer-mode>`, go to :menuselection:`Settings app --> Technical menu --> Email --> Emails`, then click the :guilabel:`Retry` button next to an unsent email."
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:67
#: ../../content/applications/general/email_communication/faq.rst:73
msgid "The daily email limit is comprehensive to the database. By default, any internal message, notification, logged note, etc. counts as an email in the daily limit if it notifies someone via email. This can be mitigated by receiving :ref:`notifications in Odoo <discuss_app/notification_preferences>`, instead of emails."
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:73
#: ../../content/applications/general/email_communication/faq.rst:79
msgid "SMTP error"
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:75
msgid "Simple Mail Transport Protocol (SMTP) error messages explain why an email wasn't transmitted successfully. :abbr:`SMTP (Simple Mail Transport Protocol)` is a protocol to describe the email structure, and transmits data from messages over the Internet. The error messages generated by email services are helpful tools to diagnose and troubleshoot email problems."
#: ../../content/applications/general/email_communication/faq.rst:81
msgid "*Simple Mail Transport Protocol (SMTP)* error messages explain why an email was not transmitted successfully. :abbr:`SMTP (Simple Mail Transport Protocol)` is a protocol to describe the email structure, and transmits data from messages over the Internet. The error messages generated by email services are helpful tools to diagnose and troubleshoot email problems."
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:81
#: ../../content/applications/general/email_communication/faq.rst:87
msgid "This is an example of a 554 SMTP permanent delivery error: `554: delivery error: Sorry, your message to ------@yahoo.com cannot be delivered. This mailbox is disabled (554.30). - mta4471.mail.bf1.yahoo.com --- Below this line is a copy of the message.`"
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:85
msgid "The debug menu can be used to investigate SMTP sending issues from a database. To access the menu, :ref:`developer mode <developer-mode>` must be activated. Once activated, navigate to the :menuselection:`Debug Menu` in the top right of the menu bar (the :guilabel:`🐞 (bug)` icon), :menuselection:`Debug Menu --> Manage Messages`"
#: ../../content/applications/general/email_communication/faq.rst:91
msgid "The debug menu can be used to investigate SMTP sending issues from a database. To access the menu, :ref:`developer mode <developer-mode>` **must** be activated. Once activated, navigate to the :menuselection:`Debug Menu` in the top-right of the menu bar (the :icon:`fa-bug` :guilabel:`(bug)` icon), and select :menuselection:`Debug Menu --> Manage Messages` from the resulting drop-down menu."
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:90
#: ../../content/applications/general/email_communication/faq.rst:96
msgid "The :guilabel:`Manage Messages` menu opens a list of all the messages sent in a particular record. Within each message there is information on sending, including the type, and subtype, of the message."
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:94
#: ../../content/applications/general/email_communication/faq.rst:100
msgid "Other information includes to whom the message was sent, and whether Odoo received a bounce-back message from an email server."
msgstr ""
@ -2452,152 +2452,152 @@ msgstr ""
msgid "Manage messages menu option on the debug menu."
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:102
#: ../../content/applications/general/email_communication/faq.rst:108
msgid "A user must be on a view in Odoo that has a chatter in order for the :guilabel:`Manage Messages` menu option to appear."
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:106
#: ../../content/applications/general/email_communication/faq.rst:112
msgid "No error populated"
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:108
#: ../../content/applications/general/email_communication/faq.rst:114
msgid "Odoo is not always capable of providing information for the reason it failed. The different email providers implement a personalized policy of bounced emails, and it is not always possible for Odoo to interpret it correctly."
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:112
#: ../../content/applications/general/email_communication/faq.rst:118
msgid "If this is a recurring problem with the same client, or the same domain, do not hesitate to contact `Odoo Support <https://www.odoo.com/help>`_ for help in finding a reason."
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:116
#: ../../content/applications/general/email_communication/faq.rst:122
msgid "One of the most common reasons for an email failing to send with no error message is related to :ref:`SPF <email_communication/spf_compliant>` and/or :ref:`DKIM <email_communication/DKIM_compliant>` configuration. Also, check to make sure the `mail.bounce.alias` is defined in the *system parameters*. Access system parameters in :ref:`developer mode <developer-mode>` by navigating to :menuselection:`Settings app --> Technical menu --> Parameters --> System Parameters`."
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:126
#: ../../content/applications/general/email_communication/faq.rst:132
msgid "Email is sent late"
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:128
msgid "Email campaigns send at a scheduled time, using a delay pre-programed in the database. Odoo uses a delayed task to send emails that are considered \"not urgent\" (newsletter formats, such as: mass mailing, marketing automation, and events). The system utility **cron** can be used to schedule programs to run automatically at predetermined intervals. Odoo uses that policy in order to avoid cluttering the mail servers and, instead, prioritizes individual communication. This **cron** is called :guilabel:`Mail: Email Queue Manager`, and can be accessed in :ref:`developer mode <developer-mode>` by going to :menuselection:`Settings app --> Technical menu --> Automation --> Scheduled Actions`."
#: ../../content/applications/general/email_communication/faq.rst:134
msgid "Email campaigns send at a scheduled time, using a delay pre-programed in the database. Odoo uses a delayed task to send emails that are considered \"not urgent\" (newsletter formats, such as: mass mailing, marketing automation, and events). The system utility **cron** can be used to schedule programs to run automatically at predetermined intervals. Odoo uses that policy to avoid cluttering the mail servers and, instead, prioritizes individual communication. This **cron** is called :guilabel:`Mail: Email Queue Manager`, and can be accessed in :ref:`developer mode <developer-mode>` by going to :menuselection:`Settings app --> Technical menu --> Automation: Scheduled Actions`."
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:-1
msgid "Email scheduled to be sent later."
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:142
#: ../../content/applications/general/email_communication/faq.rst:147
msgid "What is a **cron**? A cron is an action that Odoo runs in the background to execute particular code to complete a task."
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:146
#: ../../content/applications/general/email_communication/faq.rst:151
msgid "By default, the *Mass Mailing cron* runs every 60 minutes. This can be changed to no less than 5 minutes. However, running the action every 5 minutes would bog down the Odoo database (stress the system), so this is not recommended. To edit the mass mailing cron, select the scheduled action :guilabel:`Mail: Email Queue Manager`, and proceed to make any necessary adjustments."
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:151
#: ../../content/applications/general/email_communication/faq.rst:156
msgid "Emails that are considered urgent (communication from one person to another, such as sales orders, invoices, purchase orders, etc.) are sent immediately."
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:155
#: ../../content/applications/general/email_communication/faq.rst:160
msgid "Incoming emails"
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:157
msgid "When there is an issue with incoming emails, there might not be an indication, per se, in Odoo. It is the sending email client, who tries to contact a database, that will get a bounce-back message (most of the time a :guilabel:`550: mailbox unavailable` error message)."
#: ../../content/applications/general/email_communication/faq.rst:162
msgid "When there is an issue with incoming emails, there might not be an indication in Odoo. It is the sending email client, who tries to contact a database, that gets a bounce-back message (most of the time it is a :guilabel:`550: mailbox unavailable` error message)."
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:162
#: ../../content/applications/general/email_communication/faq.rst:167
msgid "Email is not received"
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:164
#: ../../content/applications/general/email_communication/faq.rst:169
msgid "The steps that should be taken depend on the Odoo platform where the database is hosted."
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:166
#: ../../content/applications/general/email_communication/faq.rst:171
msgid "**Odoo.sh** users can find their live logs on the folder :file:`~/logs/`."
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:168
#: ../../content/applications/general/email_communication/faq.rst:173
msgid "Logs are a stored collection of all the tasks completed in a database. They are a text-only representation, complete with timestamps of every action taken on the Odoo database. This can be helpful to track emails leaving the database. Failure to send can also be seen by logs that indicate that the message tried to send repeatedly. Logs will show every action to the email servers from the database."
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:174
#: ../../content/applications/general/email_communication/faq.rst:179
msgid "The folder :file:`~/logs/` (accessed by the command line or on the Odoo.sh dashboard) of an Odoo.sh database contains a list of files containing the logs of the database. The log files are created everyday at 5:00 AM (UTC)."
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:179
#: ../../content/applications/general/email_communication/faq.rst:184
msgid "The two most recent days (today and yesterday) are not compressed, while the older ones are, in order to save space. The naming of the files for today and yesterday are respectively: :file:`odoo.log` and :file:`odoo.log.1`."
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:183
#: ../../content/applications/general/email_communication/faq.rst:188
msgid "For the following days, they are named with their dates, and then compressed. Use the command :command:`grep` and :command:`zgrep` (for the compressed ones) to search through the files."
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:187
#: ../../content/applications/general/email_communication/faq.rst:192
msgid "For more information on logs and how to access them via the Odoo.sh dashboard, see :ref:`this administration documentation <odoosh/logs>`."
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:190
#: ../../content/applications/general/email_communication/faq.rst:195
msgid "For more information on accessing logs via the command line visit :ref:`this developer documentation <reference/cmdline/server/logging>`."
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:193
#: ../../content/applications/general/email_communication/faq.rst:198
msgid "**Odoo Online** users won't have access to the logs. However `Odoo Support <https://www.odoo.com/help>`_ can be contacted if there is a recurring issue with the same client or domain."
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:198
#: ../../content/applications/general/email_communication/faq.rst:203
msgid "Get help from Odoo support"
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:200
#: ../../content/applications/general/email_communication/faq.rst:205
msgid "In order to get helped efficiently, please provide as much information as possible. Here is a list of what can be helpful when reaching out to the Odoo Support team about an issue:"
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:203
#: ../../content/applications/general/email_communication/faq.rst:208
msgid "Send a copy of the email headers. The `.EML` file (or **headers**) of the email is the file format containing all the technical information required for an investigation. The documentation from the email provider might explain how to access the EML file/header files. Once the headers of the email are obtained, adding it into the Odoo Support ticket is the most efficient way for the Odoo Support team to investigate."
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:210
#: ../../content/applications/general/email_communication/faq.rst:215
msgid "`Gmail documentation on headers <https://support.google.com/mail/answer/29436>`_"
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:211
#: ../../content/applications/general/email_communication/faq.rst:216
msgid "`Outlook documentation on headers <https://support.microsoft.com/en-us/office/view-internet-message-headers-in-outlook-cd039382-dc6e-4264-ac74-c048563d212c#tab=Web>`_"
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:214
#: ../../content/applications/general/email_communication/faq.rst:219
msgid "Explain the exact flow that is being followed to normally receive those emails in Odoo. Here are examples of questions whose answers can be useful:"
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:217
#: ../../content/applications/general/email_communication/faq.rst:222
msgid "Is this a notification message from a reply being received in Odoo?"
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:218
#: ../../content/applications/general/email_communication/faq.rst:223
msgid "Is this a message being sent from the Odoo database?"
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:219
#: ../../content/applications/general/email_communication/faq.rst:224
msgid "Is there an incoming email server being used, or is the email somehow being redirected?"
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:220
#: ../../content/applications/general/email_communication/faq.rst:225
msgid "Is there an example of an email that has been correctly forwarded?"
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:222
#: ../../content/applications/general/email_communication/faq.rst:227
msgid "Provide answers to the following questions:"
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:224
#: ../../content/applications/general/email_communication/faq.rst:229
msgid "Is it a generic issue, or is it specific to a use case? If specific to a use case, which one exactly?"
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:226
#: ../../content/applications/general/email_communication/faq.rst:231
msgid "Is it working as expected? In case the email is sent using Odoo, the bounce email should reach the Odoo database, and display the :ref:`red envelope <red_envelop>`."
msgstr ""
#: ../../content/applications/general/email_communication/faq.rst:230
msgid "The bounce system parameter needs to be set in the technical settings in order for the database to correctly receive bounce messages. To access this setting, go to :menuselection:`Settings app --> Technical menu --> Parameters --> System Parameters`. Then select the parameter name :guilabel:`mail.bounce.alias` and set the value to `bounce` if it isn't already set."
#: ../../content/applications/general/email_communication/faq.rst:235
msgid "The bounce system parameter needs to be set in the technical settings in order for the database to correctly receive bounce messages. To access this setting, go to :menuselection:`Settings app --> Technical menu --> Parameters: System Parameters`. Then, select the parameter name :guilabel:`mail.bounce.alias` and set the value to `bounce` if it is not already set."
msgstr ""
#: ../../content/applications/general/email_communication/google_oauth.rst:3

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@ -8,7 +8,7 @@ msgid ""
msgstr ""
"Project-Id-Version: Odoo 17.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2024-05-31 09:59+0000\n"
"POT-Creation-Date: 2024-06-24 07:08+0000\n"
"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
"Language-Team: LANGUAGE <LL@li.org>\n"
@ -762,35 +762,35 @@ msgstr ""
msgid "Chatter"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:5
#: ../../content/applications/productivity/discuss/chatter.rst:8
msgid "The *Chatter* feature is integrated throughout Odoo to streamline communication, maintain traceability, and provide accountability among team members. Chatter windows, known as *composers*, are located on almost every record within the database, and allow users to communicate with both internal users and external contacts."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:10
#: ../../content/applications/productivity/discuss/chatter.rst:13
msgid "Chatter composers also enable users to log notes, upload files, and schedule activities."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:13
#: ../../content/applications/productivity/discuss/chatter.rst:16
msgid "Chatter thread"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:15
#: ../../content/applications/productivity/discuss/chatter.rst:18
msgid "A *chatter thread* can be found on most pages in the database, and serves as a record of the updates and edits made to a record. A note is logged in the chatter thread when a change is made. The note includes details of the change, and a time stamp."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:20
#: ../../content/applications/productivity/discuss/chatter.rst:23
msgid "A user, Mitchell Admin, needs to update the email address of a contact. After they save the changes to the contact record, a note is logged in the chatter of the contact record with the following information:"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:24
#: ../../content/applications/productivity/discuss/chatter.rst:27
msgid "The date when the change occurred."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:25
#: ../../content/applications/productivity/discuss/chatter.rst:28
msgid "The email address as it was previously listed."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:26
#: ../../content/applications/productivity/discuss/chatter.rst:29
msgid "The updated email address."
msgstr ""
@ -798,7 +798,7 @@ msgstr ""
msgid "A close up of a chatter thread with an update to a contact record."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:32
#: ../../content/applications/productivity/discuss/chatter.rst:35
msgid "If a record was created, or edited, via an imported file, or was otherwise updated through an intervention by the system, the chatter thread creates a log note, and credits the change to OdooBot."
msgstr ""
@ -806,111 +806,111 @@ msgstr ""
msgid "A close up of a chatter thread of an OdooBot created contact record."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:43
#: ../../content/applications/productivity/discuss/chatter.rst:46
msgid "Add followers"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:45
#: ../../content/applications/productivity/discuss/chatter.rst:48
msgid "A *follower* is a user or contact that is added to a record and is notified when the record is updated, based on specific :ref:`follower subscription settings <discuss/edit-subscription>`. Followers can add themselves, or can be added by another user."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:50
#: ../../content/applications/productivity/discuss/chatter.rst:53
msgid "If a user creates, or is assigned to a record, they are automatically added as a follower."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:52
#: ../../content/applications/productivity/discuss/chatter.rst:55
msgid "To follow a record, navigate to any record with a chatter thread. For example, to open a *Helpdesk* ticket, navigate to :menuselection:`Helpdesk app --> Tickets --> All Tickets`, and select a ticket from the list to open it."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:56
#: ../../content/applications/productivity/discuss/chatter.rst:59
msgid "At the top-right, above the chatter composer, click :guilabel:`Follow`. Doing this changes the button to read :guilabel:`Following`. Click it again to :guilabel:`Unfollow`."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:60
#: ../../content/applications/productivity/discuss/chatter.rst:63
msgid "Manage followers"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:62
msgid "To add another user, or contact, as a follower, click the :guilabel:`👤 (user)` icon. This opens a drop-down list of the current followers. Click :guilabel:`Add Followers` to open an :guilabel:`Invite Follower` pop-up window."
#: ../../content/applications/productivity/discuss/chatter.rst:65
msgid "To add another user, or contact, as a follower, click the |user|. This opens a drop-down list of the current followers. Click :guilabel:`Add Followers` to open an :guilabel:`Invite Follower` pop-up window."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:66
#: ../../content/applications/productivity/discuss/chatter.rst:69
msgid "Select one or more contacts from the :guilabel:`Recipients` drop-down list. To notify the contacts, tick the :guilabel:`Send Notification` checkbox. Edit the message template as desired, then click :guilabel:`Add Followers`."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:70
msgid "To remove followers, click the :guilabel:`👤 (user)` icon to open the current followers list. Find the name of the follower to be removed, and click the :guilabel:`x` icon."
#: ../../content/applications/productivity/discuss/chatter.rst:73
msgid "To remove followers, click the |user| to open the current followers list. Find the name of the follower to be removed, and click the :icon:`fa-remove` :guilabel:`(remove)` icon."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:76
#: ../../content/applications/productivity/discuss/chatter.rst:79
msgid "Edit follower subscription"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:78
msgid "The updates a follower receives can vary based on their subscription settings. To see the type of updates a follower is subscribed to, and to edit the list, click the :guilabel:`👤 (user)` icon. Find the appropriate follower in the list, then click the :guilabel:`✏️ (pencil)` icon. This opens the :guilabel:`Edit Subscription` pop-up window for the follower."
#: ../../content/applications/productivity/discuss/chatter.rst:81
msgid "The updates a follower receives can vary based on their subscription settings. To see the type of updates a follower is subscribed to, and to edit the list, click the |user|. Find the appropriate follower in the list, then click the :icon:`fa-pencil` :guilabel:`(pencil)` icon. This opens the :guilabel:`Edit Subscription` pop-up window for the follower."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:83
#: ../../content/applications/productivity/discuss/chatter.rst:86
msgid "The list of available subscription settings varies depending on the record type. For example, a follower of a *Helpdesk* ticket may be informed when the ticket is rated. This option would not be available for the followers of a *CRM* opportunity."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:87
#: ../../content/applications/productivity/discuss/chatter.rst:90
msgid "Tick the checkbox for any updates the follower should receive, and clear the checkbox for any updates they should **not** receive. Click :guilabel:`Apply` when finished."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:94
#: ../../content/applications/productivity/discuss/chatter.rst:97
msgid "The Edit Subscription window on a Helpdesk ticket."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:94
#: ../../content/applications/productivity/discuss/chatter.rst:97
msgid "The Edit Subscription options vary depending on the record type. These are the options for a Helpdesk ticket."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:100
#: ../../content/applications/productivity/discuss/chatter.rst:103
msgid "Log notes"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:102
#: ../../content/applications/productivity/discuss/chatter.rst:105
msgid "The chatter function includes the ability to log internal notes on individual records. These notes are only accessible to internal users, and are available on any records that feature a chatter thread."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:106
#: ../../content/applications/productivity/discuss/chatter.rst:109
msgid "To log an internal note, first navigate to a record. For example, to open a *CRM* opportunity, navigate to :menuselection:`CRM app --> Sales --> My Pipeline`, and click on the Kanban card of an opportunity to open it. Then, at the top-right, above the chatter composer, click :guilabel:`Log note`."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:111
#: ../../content/applications/productivity/discuss/chatter.rst:114
msgid "Enter the note in the chatter composer. To tag an internal user, type `@`, and begin typing the name of the person to tag. Then, select a name from the drop-down menu. Depending on their notification settings, the user is notified by email, or through Odoo."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:116
#: ../../content/applications/productivity/discuss/chatter.rst:119
msgid "Outside contacts can also be tagged in an internal log note. The contact then receives an email with the contents of the note they were tagged in, including any attachments added directly to the note. If they respond to the email, their response is logged in the chatter, and they are added to the record as a follower."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:121
#: ../../content/applications/productivity/discuss/chatter.rst:124
msgid "Outside contacts are **not** able to log in to view the entire chatter thread, and are only notified of specific updates, based on their :ref:`follower subscription settings <discuss/edit-subscription>`, or when they are tagged directly."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:128
#: ../../content/applications/productivity/discuss/chatter.rst:131
msgid "Send messages"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:130
#: ../../content/applications/productivity/discuss/chatter.rst:133
msgid "Chatter composers can send messages to outside contacts, without having to leave the database, or open a different application. This makes it easy to communicate with potential customers in the *Sales* and *CRM* applications, or vendors in the *Purchase* app."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:134
#: ../../content/applications/productivity/discuss/chatter.rst:137
msgid "To send a message, first navigate to a record. For example, to send a message from a *CRM* opportunity, navigate to :menuselection:`CRM app --> Sales --> My Pipeline`, and click on the Kanban card of an opportunity to open it. Then, at the top-right, above the chatter composer, click :guilabel:`Send message`."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:140
#: ../../content/applications/productivity/discuss/chatter.rst:143
msgid "Press :command:`Ctrl + Enter` to send a message, instead of using the :guilabel:`Send` button."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:142
#: ../../content/applications/productivity/discuss/chatter.rst:145
msgid "If any :ref:`followers <discuss/add-followers>` have been added to the record, they are added as recipients of the message."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:146
#: ../../content/applications/productivity/discuss/chatter.rst:149
msgid ":ref:`Followers <discuss/add-followers>` of a record are added as recipients of a message automatically. If a follower should **not** receive a message, they must be removed as a follower before the message is sent, or a note is logged."
msgstr ""
@ -919,167 +919,167 @@ msgid "A chatter composer preparing to send a message to the followers of a CRM
"the customer listed on the opportunity record."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:156
#: ../../content/applications/productivity/discuss/chatter.rst:159
msgid "Expand full composer"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:158
#: ../../content/applications/productivity/discuss/chatter.rst:161
msgid "The chatter composer can be expanded to a larger pop-up window, allowing for additional customizations."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:161
msgid "To open the full composer, click the :guilabel:`expand` icon in the bottom-right corner of the composer window."
#: ../../content/applications/productivity/discuss/chatter.rst:164
msgid "To open the full composer, click the :icon:`fa-expand` :guilabel:`(expand)` icon in the bottom-right corner of the composer window."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:168
#: ../../content/applications/productivity/discuss/chatter.rst:171
msgid "A chatter composer with emphasis on the expand icon."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:168
#: ../../content/applications/productivity/discuss/chatter.rst:171
msgid "The expand icon in a chatter composer."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:170
#: ../../content/applications/productivity/discuss/chatter.rst:173
msgid "Doing this opens a :guilabel:`Compose Email` pop-up window. Confirm or edit the intended :guilabel:`Recipients` of the message, or add additional recipients. The :guilabel:`Subject` field auto-populates based on the title of the record, though it can be edited, if desired."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:174
#: ../../content/applications/productivity/discuss/chatter.rst:177
msgid "To use an :doc:`email template <../../general/companies/email_template/>` for the message, select it from the drop-down menu in the :guilabel:`Load template` field."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:178
#: ../../content/applications/productivity/discuss/chatter.rst:181
msgid "The number and type of templates available vary, based on the record the message is created from."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:180
msgid "Click :guilabel:`📎 Attachments` to add any files to the message, then click :guilabel:`Send`."
#: ../../content/applications/productivity/discuss/chatter.rst:183
msgid "Click :icon:`fa-paperclip` :guilabel:`(paperclip)` icon to add any files to the message, then click :guilabel:`Send`."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:-1
msgid "The expanded full chatter composer in the CRM application."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:187
#: ../../content/applications/productivity/discuss/chatter.rst:191
msgid "Edit sent messages"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:189
#: ../../content/applications/productivity/discuss/chatter.rst:193
msgid "Messages can be edited after they are sent, to fix typos, correct mistakes, or add missing information."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:193
#: ../../content/applications/productivity/discuss/chatter.rst:197
msgid "When messages are edited after they have been sent, an updated message is **not** sent to the recipient."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:196
msgid "To edit a sent message, click the :guilabel:`... (ellipsis)` icon menu to the right of the message. Then, select :guilabel:`Edit`. Make any necessary adjustments to the message."
#: ../../content/applications/productivity/discuss/chatter.rst:200
msgid "To edit a sent message, click the :icon:`fa-ellipsis-h` :guilabel:`(ellipsis)` icon menu to the right of the message. Then, select :guilabel:`Edit`. Make any necessary adjustments to the message."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:-1
msgid "The edit message option in a chatter thread."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:203
#: ../../content/applications/productivity/discuss/chatter.rst:207
msgid "To save the changes, press :command:`Ctrl + Enter`. To discard the changes, press :command:`Escape`."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:206
#: ../../content/applications/productivity/discuss/chatter.rst:210
msgid "Users with Admin-level access rights can edit any sent messages. Users without Admin rights can **only** edit messages they created."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:212
#: ../../content/applications/productivity/discuss/chatter.rst:216
msgid "Search messages"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:214
#: ../../content/applications/productivity/discuss/chatter.rst:218
msgid "Chatter threads can become long after a while, because of all the information they contain. To make it easier to find a specific entry, users can search the text of messages and notes for specific keywords."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:218
msgid "First, select a record with a chatter thread. For example, to search a *CRM* opportunity, navigate to :menuselection:`CRM app --> Sales --> My Pipeline`, and click on the Kanban card of an opportunity to open it. Then, at the top-right, above the chatter composer, click the :guilabel:`🔍 (magnifying glass)` icon to open the search bar."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:223
msgid "Enter a keyword or phrase into the search bar, then hit :command:`Enter`, or click the :guilabel:`🔍 (magnifying glass)` icon to the right of the search bar. Any messages or notes containing the keyword or phrase entered are listed below the search bar, with the keyword highlighted."
#: ../../content/applications/productivity/discuss/chatter.rst:222
msgid "First, select a record with a chatter thread. For example, to search a *CRM* opportunity, navigate to :menuselection:`CRM app --> Sales --> My Pipeline`, and click on the Kanban card of an opportunity to open it. Then, at the top-right, above the chatter composer, click the :icon:`oi-search` :guilabel:`(search)` icon to open the search bar."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:227
msgid "Enter a keyword or phrase into the search bar, then hit :command:`Enter`, or click the :icon:`oi-search` :guilabel:`(search)` icon to the right of the search bar. Any messages or notes containing the keyword or phrase entered are listed below the search bar, with the keyword highlighted."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:232
msgid "To be taken directly to a particular message in the chatter thread, hover over the upper-right corner of the result to reveal a :guilabel:`Jump` button. Click this button to be directed to that message's location in the thread."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:235
#: ../../content/applications/productivity/discuss/chatter.rst:240
msgid "Search results in a chatter thread emphasising the search icon and the jump button."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:235
#: ../../content/applications/productivity/discuss/chatter.rst:240
msgid "Search results in a chatter thread. Hover over the upper-right corner of a result to see the **Jump** option. Click it to be taken directly to that message in the chatter thread."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:241
#: ../../content/applications/productivity/discuss/chatter.rst:246
msgid "Schedule activities"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:243
#: ../../content/applications/productivity/discuss/chatter.rst:248
msgid "*Activities* are follow-up tasks tied to a record in an Odoo database. Activities can be scheduled on any database page that contains a chatter thread, Kanban view, list view, or activities view of an application."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:247
#: ../../content/applications/productivity/discuss/chatter.rst:252
msgid "To schedule an activity through a chatter thread, click the :guilabel:`Activities` button, located at the top of the chatter on any record. On the :guilabel:`Schedule Activity` pop-up window that appears, select an :guilabel:`Activity Type` from the drop-down menu."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:252
#: ../../content/applications/productivity/discuss/chatter.rst:257
msgid "Individual applications have a list of *Activity Types* dedicated to that application. For example, to view and edit the activities available for the *CRM* application, go to :menuselection:`CRM app --> Configuration --> Activity Types`."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:256
#: ../../content/applications/productivity/discuss/chatter.rst:261
msgid "Enter a title for the activity in the :guilabel:`Summary` field, located in the :guilabel:`Schedule Activity` pop-up window."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:259
#: ../../content/applications/productivity/discuss/chatter.rst:264
msgid "Select a name from the :guilabel:`Assigned to` drop-down menu to assign the activity to a different user. Otherwise, the user creating the activity is automatically assigned."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:262
#: ../../content/applications/productivity/discuss/chatter.rst:267
msgid "Add any additional information in the optional :guilabel:`Log a note...` field."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:265
#: ../../content/applications/productivity/discuss/chatter.rst:270
msgid "The :guilabel:`Due Date` field on the :guilabel:`Schedule Activity` pop-up window auto-populates based on the configuration settings for the selected :guilabel:`Activity Type`. However, this date can be changed by selecting a day on the calendar in the :guilabel:`Due Date` field."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:269
#: ../../content/applications/productivity/discuss/chatter.rst:274
msgid "Lastly, click one of the following buttons:"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:271
#: ../../content/applications/productivity/discuss/chatter.rst:276
msgid ":guilabel:`Schedule`: adds the activity to the chatter under :guilabel:`Planned activities`."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:272
#: ../../content/applications/productivity/discuss/chatter.rst:277
msgid ":guilabel:`Mark as Done`: adds the details of the activity to the chatter under :guilabel:`Today`. The activity is not scheduled, it is automatically marked as completed."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:274
#: ../../content/applications/productivity/discuss/chatter.rst:279
msgid ":guilabel:`Done \\& Schedule Next`: adds the task under :guilabel:`Today` marked as done, and opens a new activity window."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:276
#: ../../content/applications/productivity/discuss/chatter.rst:281
msgid ":guilabel:`Discard`: discards any changes made on the pop-up window."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:278
#: ../../content/applications/productivity/discuss/chatter.rst:283
msgid "Scheduled activities are added to the chatter for the record under :guilabel:`Planned activities`, and are color-coded based on their due date."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:281
#: ../../content/applications/productivity/discuss/chatter.rst:286
msgid "**Red** icons indicate an overdue activity."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:282
#: ../../content/applications/productivity/discuss/chatter.rst:287
msgid "**Yellow** icons indicate an activity with a due date scheduled for the current date."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:283
#: ../../content/applications/productivity/discuss/chatter.rst:288
msgid "**Green** icons indicate an activity with a due date scheduled in the future."
msgstr ""
@ -1087,19 +1087,19 @@ msgstr ""
msgid "A chatter thread with planned activities with varying due dates."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:290
msgid "Click the :guilabel:` (info)` icon next to a planned activity to see additional details."
#: ../../content/applications/productivity/discuss/chatter.rst:295
msgid "Click the :icon:`fa-info-circle` :guilabel:`(info)` icon next to a planned activity to see additional details."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:0
msgid "A detailed view of a planned activity."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:296
#: ../../content/applications/productivity/discuss/chatter.rst:302
msgid "After completing an activity, click :guilabel:`Mark Done` under the activity entry in the chatter. This opens a :guilabel:`Mark Done` pop-up window, where additional notes about the activity can be entered. After adding any comments to the pop-up window, click: :guilabel:`Done \\& Schedule Next`, :guilabel:`Done`, or :guilabel:`Discard`."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:301
#: ../../content/applications/productivity/discuss/chatter.rst:307
msgid "After the activity is marked complete, an entry with the activity type, title, and any other details that were included in the pop-up window are listed in the chatter."
msgstr ""
@ -1107,81 +1107,81 @@ msgstr ""
msgid "A chatter thread with a completed activity, included additional details."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:311
#: ../../content/applications/productivity/discuss/chatter.rst:317
msgid "Attach files"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:313
#: ../../content/applications/productivity/discuss/chatter.rst:319
msgid "Files can be added as attachments in the chatter, either to send with messages, or to include with a record."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:317
msgid "After a file has been added to a chatter thread, it can be downloaded by any user with access to the thread. Click the :guilabel:`📎 (paperclip)` icon to make the files header visible, if necessary. Then, click the download icon on the file to download it."
#: ../../content/applications/productivity/discuss/chatter.rst:323
msgid "After a file has been added to a chatter thread, it can be downloaded by any user with access to the thread. Click the |paperclip| to make the files header visible, if necessary. Then, click the :icon:`fa-download` :guilabel:`(download)` icon the file to download it."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:321
msgid "To attach a file, click the :guilabel:`📎 (paperclip)` icon located at the top of the chatter composer of any record that contains a chatter thread."
#: ../../content/applications/productivity/discuss/chatter.rst:327
msgid "To attach a file, click the |paperclip| located at the top of the chatter composer of any record that contains a chatter thread."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:324
#: ../../content/applications/productivity/discuss/chatter.rst:330
msgid "This opens a file explorer pop-up window. Navigate to the desired file, select it, then click :guilabel:`Open` to add it to the record. Alternatively, files can be dragged and dropped directly onto a chatter thread."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:328
#: ../../content/applications/productivity/discuss/chatter.rst:334
msgid "After files have been added, they are listed in the chatter thread, under a :guilabel:`Files` heading."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:332
msgid "After at least one file has been added to a chatter record, a new button labeled :guilabel:`Attach files` appears below the :guilabel:`Files` heading. To attach any additional files, this is the button that **must** be used, instead of the :guilabel:`📎 (paperclip)` icon at the top of the chatter thread."
#: ../../content/applications/productivity/discuss/chatter.rst:338
msgid "After at least one file has been added to a chatter record, a new button labeled :guilabel:`Attach files` appears below the :guilabel:`Files` heading. To attach any additional files, this is the button that **must** be used, instead of the |paperclip| at the top of the chatter thread."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:337
msgid "After the :guilabel:`Files` section heading appears in the thread, clicking the :guilabel:`📎 (paperclip)` icon no longer opens a file explorer pop-up window. Instead, clicking the :guilabel:`📎 (paperclip)` icon toggles the :guilabel:`Files` section from visible to invisible in the chatter thread."
#: ../../content/applications/productivity/discuss/chatter.rst:343
msgid "After the :guilabel:`Files` section heading appears in the thread, clicking the |paperclip| no longer opens a file explorer pop-up window. Instead, clicking the |paperclip| toggles the :guilabel:`Files` section from visible to invisible in the chatter thread."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:0
msgid "A chatter thread with a file attached and the Attach files button added."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:349
#: ../../content/applications/productivity/discuss/chatter.rst:354
msgid "Integrations"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:351
#: ../../content/applications/productivity/discuss/chatter.rst:356
msgid "Beyond the standard features, additional integrations can be enabled to work with the chatter feature, specifically *WhatsApp* and *Google Translate*."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:355
#: ../../content/applications/productivity/discuss/chatter.rst:360
msgid "Before the *WhatsApp* and *Google Translate* integrations can be used with the chatter, they **must** be configured. Step-by-step instructions on how to set-up each of these features can be found in the documentation below:"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:359
#: ../../content/applications/productivity/discuss/chatter.rst:418
#: ../../content/applications/productivity/discuss/chatter.rst:364
#: ../../content/applications/productivity/discuss/chatter.rst:424
msgid ":doc:`WhatsApp <../whatsapp>`"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:360
#: ../../content/applications/productivity/discuss/chatter.rst:365
msgid ":doc:`Google Translate <../../general/integrations/google_translate>`"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:363
#: ../../content/applications/productivity/discuss/chatter.rst:368
#: ../../content/applications/productivity/whatsapp.rst:3
msgid "WhatsApp"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:365
#: ../../content/applications/productivity/discuss/chatter.rst:370
msgid "*WhatsApp* is an instant messaging and voice-over-IP app that allows users to send and receive messages, as well as share content."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:369
#: ../../content/applications/productivity/discuss/chatter.rst:374
msgid "*WhatsApp* is an Odoo Enterprise-only application that does **not** work in the Odoo Community edition. To sign up for an Odoo Enterprise edition, click here: `Odoo Free Trial <https://www.odoo.com/trial>`_."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:373
#: ../../content/applications/productivity/discuss/chatter.rst:378
msgid "After *WhatsApp* has been configured and enabled within a database, a :guilabel:`WhatsApp` button is added above the chatter composer on any applicable record. If one or more approved *WhatsApp* templates are found for that model, clicking this button opens a :guilabel:`Send WhatsApp Message` pop-up window."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:379
#: ../../content/applications/productivity/discuss/chatter.rst:384
msgid "*WhatsApp* templates **must** be approved before they can be used. See :ref:`WhatsApp templates <productivity/whatsapp/templates>` for more information."
msgstr ""
@ -1189,47 +1189,47 @@ msgstr ""
msgid "A send WhatsApp message pop-up window."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:387
#: ../../content/applications/productivity/discuss/chatter.rst:392
msgid "Google Translate"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:389
#: ../../content/applications/productivity/discuss/chatter.rst:394
msgid "*Google Translate* can be used to translate user-generated text in the Odoo chatter."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:391
#: ../../content/applications/productivity/discuss/chatter.rst:396
msgid "To enable *Google Translate* on a database, an *API key* must first :doc:`be created <../../general/integrations/google_translate>` through the `Google API Console <https://console.developers.google.com/>`_."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:395
#: ../../content/applications/productivity/discuss/chatter.rst:400
msgid "After creating the API key, navigate to the :menuselection:`Settings app --> Discuss section` and paste the key in the :guilabel:`Message Translation` field. Click :guilabel:`Save` to save the changes."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:400
#: ../../content/applications/productivity/discuss/chatter.rst:405
msgid "Translate a chatter message"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:402
msgid "To translate a user's text from another language, click the :guilabel:`... (ellipsis)` icon menu to the right of the chatter. Then, select :guilabel:`Translate`. The content translates to the language set in the :doc:`user's preferences <../../general/users/language/>`."
#: ../../content/applications/productivity/discuss/chatter.rst:407
msgid "To translate a user's text from another language, click the :icon:`fa-ellipsis-h` :guilabel:`(ellipsis)` menu to the right of the chatter. Then, select :guilabel:`Translate`. The content translates to the language set in the :doc:`user's preferences <../../general/users/language/>`."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:-1
msgid "alt text"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:411
#: ../../content/applications/productivity/discuss/chatter.rst:417
msgid "Using the *Google Translate* API **requires** a current billing account with `Google <https://myaccount.google.com/>`_."
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:415
#: ../../content/applications/productivity/discuss/chatter.rst:421
msgid ":doc:`Discuss <../discuss>`"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:416
#: ../../content/applications/productivity/discuss/chatter.rst:422
msgid ":doc:`Discuss Channels <../discuss/team_communication/>`"
msgstr ""
#: ../../content/applications/productivity/discuss/chatter.rst:417
#: ../../content/applications/productivity/discuss/chatter.rst:423
msgid ":doc:`Activities <../../essentials/activities>`"
msgstr ""
@ -6114,7 +6114,7 @@ msgid "Odoo VoIP (Voice over Internet Protocol) can be set up to work together w
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:12
msgid "To use this service, `contact Axivox <https://www.axivox.com/contact/>`_ to open an account. Before doing so, verify that Axivox covers the company's area, along with the areas the company's users wish to call."
msgid "To use this service, `contact Axivox <https://www.axivox.com/en/contact/>`_ to open an account. Before doing so, verify that Axivox covers the company's area, along with the areas the company's users wish to call."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:19

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@ -8,7 +8,7 @@ msgid ""
msgstr ""
"Project-Id-Version: Odoo 17.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2024-05-31 09:59+0000\n"
"POT-Creation-Date: 2024-06-24 07:08+0000\n"
"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
"Language-Team: LANGUAGE <LL@li.org>\n"
@ -172,6 +172,62 @@ msgstr ""
msgid "Plan intervention from helpdesk tickets in Odoo Helpdesk"
msgstr ""
#: ../../content/applications/services/field_service/planning_itinerary.rst:3
msgid "Planning an itinerary"
msgstr ""
#: ../../content/applications/services/field_service/planning_itinerary.rst:5
msgid "By default, **Odoo Field Service** shows a static map where all task locations for the day are pinned. To make it more useful for the field service workers, it is possible to display an itinerary on the map using MapBox. To do so, enable the **Map Routes** feature as follows:"
msgstr ""
#: ../../content/applications/services/field_service/planning_itinerary.rst:9
msgid "Create or sign in to a MapBox account using the following link: `<https://www.mapbox.com/>`_."
msgstr ""
#: ../../content/applications/services/field_service/planning_itinerary.rst:10
msgid "`Create a token <https://docs.mapbox.com/help/getting-started/access-tokens/#adding-url-restrictions-to-access-tokens>`_."
msgstr ""
#: ../../content/applications/services/field_service/planning_itinerary.rst:11
msgid "Go to the `Access tokens page on Mapbox <https://account.mapbox.com/access-tokens/>`_ and copy your token."
msgstr ""
#: ../../content/applications/services/field_service/planning_itinerary.rst:13
msgid "In Odoo, go to the :guilabel:`Settings` app and scroll down to the :guilabel:`Integrations` section. Paste your Mapbox access token in the :guilabel:`Token` field under :guilabel:`Map Routes`, and click :guilabel:`Save`."
msgstr ""
#: ../../content/applications/services/field_service/planning_itinerary.rst:18
msgid "Displaying your itinerary on a map"
msgstr ""
#: ../../content/applications/services/field_service/planning_itinerary.rst:21
msgid "For a field service task to be featured on the map, it needs:"
msgstr ""
#: ../../content/applications/services/field_service/planning_itinerary.rst:23
msgid "a :guilabel:`Planned Date`;"
msgstr ""
#: ../../content/applications/services/field_service/planning_itinerary.rst:24
msgid "a valid address linked to the customers profile."
msgstr ""
#: ../../content/applications/services/field_service/planning_itinerary.rst:26
msgid "To display your tasks on a map, go to :menuselection:`Field Service --> My Tasks --> Map`. To create your itinerary, Odoo sorts out your field service tasks based on their :guilabel:`Planned Date` to show the way from one location to the next."
msgstr ""
#: ../../content/applications/services/field_service/planning_itinerary.rst:30
msgid "To open your itinerary on the Google Maps website or app, click :guilabel:`View in Google Maps`. Google Maps includes your current location as a starting point for your itinerary."
msgstr ""
#: ../../content/applications/services/field_service/planning_itinerary.rst:34
msgid "By default, the map shows todays tasks. Remove the :guilabel:`Today` filter in the search bar to display all tasks. Your tasks are then sorted by date in the left column."
msgstr ""
#: ../../content/applications/services/field_service/planning_itinerary.rst:36
msgid "Click your task in the left column or the map pin to display the task's details. From there, you can :guilabel:`Open` the task or click :guilabel:`Navigate to` to get an itinerary from your current location to this specific task's location."
msgstr ""
#: ../../content/applications/services/helpdesk.rst:7
msgid "Helpdesk"
msgstr ""

View File

@ -8,7 +8,7 @@ msgid ""
msgstr ""
"Project-Id-Version: Odoo 17.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2024-05-31 09:59+0000\n"
"POT-Creation-Date: 2024-06-24 07:08+0000\n"
"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
"Language-Team: LANGUAGE <LL@li.org>\n"
@ -548,7 +548,7 @@ msgstr ""
#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/payments.rst:14
#: ../../content/applications/websites/ecommerce/managing_products/price_management.rst:94
#: ../../content/applications/websites/website/configuration.rst:5
#: ../../content/applications/websites/website/configuration/cookies_bar.rst:24
#: ../../content/applications/websites/website/configuration/cookies_bar.rst:15
#: ../../content/applications/websites/website/reporting/link_tracker.rst:10
msgid "Configuration"
msgstr ""
@ -622,12 +622,10 @@ msgid ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_
msgstr ""
#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:35
#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:83
msgid ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing`"
msgstr ""
#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:36
#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:85
msgid ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack`"
msgstr ""
@ -643,37 +641,37 @@ msgstr ""
msgid "Another solution is to use one of the integrations with an existing shipping provider. The advantage of using an integration is that delivery costs are automatically computed based on each order as well as generating shipping labels."
msgstr ""
#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:49
msgid ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`"
msgstr ""
#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:50
msgid ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials`"
msgstr ""
#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:51
msgid ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials`"
msgid ":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`"
msgstr ""
#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:52
#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:84
msgid ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels`"
msgid ":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials`"
msgstr ""
#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:55
#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:53
msgid ":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials`"
msgstr ""
#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:54
#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:84
msgid ":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels`"
msgstr ""
#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:57
#: ../../content/applications/websites/ecommerce/managing_products/products.rst:203
msgid "Website availability"
msgstr ""
#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:57
#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:59
msgid "Shipping methods can be made available on **specific** websites *only*, if desired. To do so, go to :menuselection:`Website --> Configuration --> Settings --> Shipping Methods`, and select the desired **shipping method**. In the :guilabel:`Website` field, set the website you want the shipping method to be restrained to. Leave the field **empty** for the method to be available on *all* websites."
msgstr ""
#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:63
#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:65
msgid "Delivery method at checkout"
msgstr ""
#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:65
#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:67
msgid "Customers can choose the shipping method at the end of the checkout process, at the :guilabel:`Confirm Order` step."
msgstr ""
@ -954,6 +952,14 @@ msgstr ""
msgid "If customers are allowed to pay when picking up their order in stores or by wire transfer, the quotation is **not** be confirmed and the stock is **not** be reserved. Orders must be confirmed manually to reserve products in stock."
msgstr ""
#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:83
msgid ":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing`"
msgstr ""
#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:85
msgid ":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack`"
msgstr ""
#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:88
msgid "Returns and refunds"
msgstr ""
@ -4545,91 +4551,55 @@ msgid "Cookies bar"
msgstr ""
#: ../../content/applications/websites/website/configuration/cookies_bar.rst:5
msgid "Cookies are small text files sent to your device when you visit a website. They are processed and stored by your browser and contain information about your visit, such as login data, location, language, etc. There are two main types of cookies:"
msgstr ""
#: ../../content/applications/websites/website/configuration/cookies_bar.rst:9
msgid "Essential cookies, which are necessary for the website to function properly;"
msgid "**Cookies** are small text files sent to your device when you visit a website. They are processed and stored by your browser and track user information like login details, preferences, and browsing history. **Essential cookies** are necessary for the website to function, while **optional cookies** are used to analyze behavior or display ads."
msgstr ""
#: ../../content/applications/websites/website/configuration/cookies_bar.rst:10
msgid "Non-essential or optional cookies, which are used to analyze your behavior or display advertisements."
msgstr ""
#: ../../content/applications/websites/website/configuration/cookies_bar.rst:-1
msgid "Example of a cookies bar with the popup layout."
msgid "Data protection laws require notifying users about data collection methods and purposes. **Cookies bar** fulfill this obligation by informing users on their first visit and allowing them to decide whether to store all or only essential cookies on their device."
msgstr ""
#: ../../content/applications/websites/website/configuration/cookies_bar.rst:17
msgid "Notifying users about data collection, as well as its methods and purposes, is required by data protection laws such as `GDPR <https://gdpr.eu>`_. Cookies bars are commonly used to fulfill this obligation in a user-friendly and transparent manner. They are displayed immediately upon a user's first visit to inform them that the website uses cookies and let them decide whether they want to store non-essential cookies on their device."
msgid "To enable the cookies bar on your website, go to :menuselection:`Website --> Configuration --> Settings` and enable :guilabel:`Cookies Bar` in the :guilabel:`Privacy` section."
msgstr ""
#: ../../content/applications/websites/website/configuration/cookies_bar.rst:26
msgid "To enable the cookies bar on your Odoo website, go to :menuselection:`Website --> Configuration` and enable :guilabel:`Cookies Bar` in the :guilabel:`Privacy` section."
#: ../../content/applications/websites/website/configuration/cookies_bar.rst:21
msgid "The :ref:`Cookies Policy <cookies-bar/policy>` page (/cookie-policy`) is automatically created when you enable the cookies bar."
msgstr ""
#: ../../content/applications/websites/website/configuration/cookies_bar.rst:29
msgid "You can :ref:`customize the appearance of your cookies bar <cookies-bar/customization>` and :ref:`edit the content of the related Cookie Policy page <cookies-bar/policy>`."
msgstr ""
#: ../../content/applications/websites/website/configuration/cookies_bar.rst:35
#: ../../content/applications/websites/website/configuration/cookies_bar.rst:27
msgid "Customization"
msgstr ""
#: ../../content/applications/websites/website/configuration/cookies_bar.rst:37
msgid "To adapt the display of the cookies bar, click :guilabel:`Edit` and select the :guilabel:`Cookies Bar` building block in the :guilabel:`Invisible Elements` at the bottom of the panel. Customize it using the options in the :guilabel:`Customize` tab in the edit panel. Three :guilabel:`Layouts` are available:"
#: ../../content/applications/websites/website/configuration/cookies_bar.rst:29
msgid "To adapt the display of the cookies bar, click :guilabel:`Edit`, go to the :guilabel:`Invisible Elements` section at the bottom of the panel, and click :guilabel:`Cookies Bar`. You can modify the :guilabel:`Layout` and :guilabel:`Size` of the cookies bar, and enable :guilabel:`Backdrop` to gray out the page in the background when the cookies bar is displayed on the screen."
msgstr ""
#: ../../content/applications/websites/website/configuration/cookies_bar.rst:42
msgid ":guilabel:`Discrete`: thin bar"
#: ../../content/applications/websites/website/configuration/cookies_bar.rst:35
msgid "Click anywhere in the building block to further customize the appearance of the cookies bar using :guilabel:`Block`, :guilabel:`Column` and/or :guilabel:`Inline Text` customization options."
msgstr ""
#: ../../content/applications/websites/website/configuration/cookies_bar.rst:43
msgid ":guilabel:`Classic`: banner"
msgstr ""
#: ../../content/applications/websites/website/configuration/cookies_bar.rst:44
msgid ":guilabel:`Popup`: you can change the popup's :guilabel:`Position` to the :guilabel:`Top`, :guilabel:`Middle`, or :guilabel:`Bottom` of the screen."
msgstr ""
#: ../../content/applications/websites/website/configuration/cookies_bar.rst:47
msgid "You can also:"
msgstr ""
#: ../../content/applications/websites/website/configuration/cookies_bar.rst:49
msgid "modify the :guilabel:`Size` of the cookies bar;"
msgstr ""
#: ../../content/applications/websites/website/configuration/cookies_bar.rst:50
msgid "enable :guilabel:`Backdrop` to gray out the page in the background when the cookies bar is displayed on the screen;"
msgstr ""
#: ../../content/applications/websites/website/configuration/cookies_bar.rst:52
msgid "further customize the appearance of the cookies bar using :guilabel:`Block` and/or :guilabel:`Column` customization options, which are available after clicking anywhere in the building block."
msgstr ""
#: ../../content/applications/websites/website/configuration/cookies_bar.rst:56
#: ../../content/applications/websites/website/configuration/cookies_bar.rst:38
msgid "To edit the contents of the cookies bar (i.e., the consent message), click directly in the building block."
msgstr ""
#: ../../content/applications/websites/website/configuration/cookies_bar.rst:-1
msgid "Odoo Website's edit panel to customize the cookies bar."
#: ../../content/applications/websites/website/configuration/cookies_bar.rst:44
msgid "Cookies policy"
msgstr ""
#: ../../content/applications/websites/website/configuration/cookies_bar.rst:65
msgid "Cookie policy"
#: ../../content/applications/websites/website/configuration/cookies_bar.rst:46
msgid "When you enable the cookies bar for your website, Odoo creates the **Cookie Policy** page (`/cookie-policy`) containing a non-exhaustive list of cookies, with their purpose and examples. To access it, click the :guilabel:`Cookie Policy` hyperlink in the cookies bar or open the page from :menuselection:`Website --> Site --> Pages`."
msgstr ""
#: ../../content/applications/websites/website/configuration/cookies_bar.rst:67
msgid "When you enable the cookies bar for your website, Odoo creates the **Cookie Policy** page (`/cookie-policy`) with the list of essential and optional cookies. To access it, click the :guilabel:`Cookie Policy` hyperlink in the cookies bar or open the page from :menuselection:`Website --> Site --> Pages`."
#: ../../content/applications/websites/website/configuration/cookies_bar.rst:51
msgid "To adapt the content of the page according to your needs, click the :guilabel:`Edit` button."
msgstr ""
#: ../../content/applications/websites/website/configuration/cookies_bar.rst:72
msgid "The contents of the page can be adapted based on your website's features and characteristics if needed."
#: ../../content/applications/websites/website/configuration/cookies_bar.rst:54
msgid "You could add a link to this page in your website's footer, for example."
msgstr ""
#: ../../content/applications/websites/website/configuration/cookies_bar.rst:76
msgid "You could add a link providing access to this page, in your website's footer, for example."
#: ../../content/applications/websites/website/configuration/cookies_bar.rst:57
msgid ":doc:`Pages <../pages>`"
msgstr ""
#: ../../content/applications/websites/website/configuration/domain_names.rst:3