=========== VoIP widget =========== The *VoIP* widget is an add-on made available to Odoo users through the *VoIP* module. It is used to incorporate virtual telephony into the database. The widget is the control center for making and managing calls in Odoo. Phone calls =========== To make phone calls while in the Odoo database, click the :guilabel:`☎️ (phone)` icon, located in the top navigation bar. When clicked, a :guilabel:`VOIP` pop-up widget appears in the lower-left corner of the Odoo database. The widget allows users to freely navigate throughout the database, while making and receiving calls. When receiving calls in Odoo, the :guilabel:`VOIP` widget rings,and displays a notification. To close the widget, click the :guilabel:`X (close)` icon in the upper-right of the widget's screen. .. note:: The :abbr:`VoIP (Voice over Internet Protocol)` number is the one provided by Axivox. It can be accessed by navigating to `https://manage.axivox.com/ `_. After logging into the portal, go to :menuselection:`Users --> Outgoing number` (column). .. image:: voip_widget/call.png :align: center :alt: VoIP call in Odoo. Troubleshooting =============== .. tip:: If a *Missing Parameter* error message appears in the Odoo *VoIP* widget, refresh the Odoo window, and try again. .. image:: voip_widget/missing-parameter.png :align: center :alt: "Missing Parameter" error message in the Odoo softphone. .. tip:: If an *Incorrect Number* error message appears in the Odoo *VoIP* widget, make sure to use the international format, leading with the :guilabel:`+ (plus)` sign, followed by the international country code. (E.g., +16506913277, where `+1` is the international prefix for the United States.) .. image:: voip_widget/incorrect-number.png :align: center :alt: "Incorrect Number" error message in the Odoo softphone. Tabs ==== In all, there are three tabs (:guilabel:`Recent`, :guilabel:`Next Activities`, and :guilabel:`Contacts`) present in the *VoIP* widget, which are used for managing calls and day-to-day activities in Odoo. Recent ------ Under the :guilabel:`Recent` tab of the *VoIP* widget, the call history for the user is available. This includes incoming and outgoing calls. Any number can be clicked to begin a call. Next activities --------------- Under the :guilabel:`Next Activities` tab of the *VoIP* widget, a user can see any activities assigned to them, and which ones are due to be completed for the day. Click an activity from this tab to perform any actions including: Sending an email, accessing their contact, scheduling another activity, or accessing a linked record (such as a Sales Order, Lead/Opportunity, or Project Task). The user can also mark the activity as complete, edit the details of the activity, or cancel it. To call the customer related to a scheduled activity, click the :guilabel:`📞 (phone)` icon, or click the :guilabel:`⌨️ (keyboard)` icon to dial another number for the customer. .. image:: voip_widget/activity-widget.png :align: center :alt: Activity control center on the VoIP widget. Some other icons appear in the *VoIP* widget, categorized by two sections: :guilabel:`Document` and :guilabel:`Activity`. Under the :guilabel:`Document` section, from right to left: - :guilabel:`✉️ (envelope)` icon: sends an email - :guilabel:`👤 (person icon)` icon: redirects to the contact card - :guilabel:`📄 (document)` icon: redirects to the attached record in Odoo - :guilabel:`🕓 (clock)` icon: schedule an activity Under the :guilabel:`Activity` section, from left to right: - :guilabel:`✔️ (checkmark)` icon: mark activity as done - :guilabel:`✏️ (pencil)` icon: edit the activity - :guilabel:`✖️ (cancel)` icon: cancel the activity Contacts -------- Under the :guilabel:`Contacts` tab of the *VoIP* widget, a user can access a contact in the *Contacts* app. Any contact can easily be called by clicking into the contact from the *VoIP* widget's :guilabel:`Contacts` tab. A search feature is also available in the upper-right side of the widget, represented by a :guilabel:`🔍 (magnifying glass)` icon.