# SOME DESCRIPTIVE TITLE. # Copyright (C) Odoo S.A. # This file is distributed under the same license as the Odoo package. # FIRST AUTHOR , YEAR. # # Translators: # Abe Manyo, 2023 # Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" "POT-Creation-Date: 2024-03-25 16:01+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Wil Odoo, 2024\n" "Language-Team: Indonesian (https://app.transifex.com/odoo/teams/41243/id/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" "Content-Transfer-Encoding: 8bit\n" "Language: id\n" "Plural-Forms: nplurals=1; plural=0;\n" #: ../../content/applications/productivity.rst:5 msgid "Productivity" msgstr "Produktifitas" #: ../../content/applications/productivity/calendar.rst:5 msgid "Calendar" msgstr "Kalender" #: ../../content/applications/productivity/calendar/google.rst:3 msgid "Synchronize Google calendar with Odoo" msgstr "" #: ../../content/applications/productivity/calendar/google.rst:5 msgid "" "Synchronize Google Calendar with Odoo to see and manage meetings from both " "platforms (updates go in both directions). This integration helps organize " "schedules, so a meeting is never missed." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:9 msgid ":doc:`/applications/general/users/google`" msgstr "" #: ../../content/applications/productivity/calendar/google.rst:10 msgid ":doc:`/applications/general/email_communication/google_oauth`" msgstr "" #: ../../content/applications/productivity/calendar/google.rst:13 msgid "Setup in Google" msgstr "" #: ../../content/applications/productivity/calendar/google.rst:16 msgid "Select (or create) a project" msgstr "" #: ../../content/applications/productivity/calendar/google.rst:18 msgid "" "Create a new Google API project and enable the Google Calendar API. First, " "go to the `Google API Console `_ and " "log into the Google account." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:22 msgid "" "If this is the first time visiting this page, Google will prompt the user to" " enter a country and agree to the Terms of Service. Select a country from " "the drop-down list and agree to the :abbr:`ToS (Terms of Service)`." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:26 msgid "" "Next, click :guilabel:`Select a project` and select (or create) an API " "project to configure OAuth in, and store credentials. Click :guilabel:`New " "Project`." msgstr "" #: ../../content/applications/productivity/calendar/google.rst-1 msgid "Create a new API project to store credentials." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:34 msgid "" "Give the API Project a clear name, like \"Odoo Sync\", so it can be easily " "identified." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:37 msgid "Enable Google calendar API" msgstr "" #: ../../content/applications/productivity/calendar/google.rst:39 msgid "" "Now, click on :guilabel:`Enabled APIs and Services` in the left menu. Select" " :guilabel:`Enabled APIs and Services` again if the :guilabel:`Search bar` " "doesn't appear." msgstr "" #: ../../content/applications/productivity/calendar/google.rst-1 msgid "Enable APIs and Services on the API Project." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:46 msgid "" "After that, search for `Google Calendar API` using the search bar and select" " :guilabel:`Google Calendar API` from the search results. Click " ":guilabel:`Enable`." msgstr "" #: ../../content/applications/productivity/calendar/google.rst-1 msgid "Enable the Google Calendar API." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:54 msgid "OAuth consent screen" msgstr "" #: ../../content/applications/productivity/calendar/google.rst:56 msgid "" "Now that the API project has been created, OAuth should be configured. To do" " that, click on :guilabel:`OAuth consent` in the left menu and then select " "the :guilabel:`User Type`." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:60 msgid "" "*Personal* Gmail Accounts are only allowed to be **External** User Type, " "which means Google may require an approval, or for *Scopes* to be added on. " "However, using a *Google WorkSpace* account allows for **Internal** User " "Type to be used." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:64 msgid "" "Note, as well, that while the API connection is in the *External* testing " "mode, then no approval is necessary from Google. User limits in this testing" " mode is set to 100 users." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:67 msgid "" "In the second step, :guilabel:`OAuth Consent Screen`, type `Odoo` in the " ":guilabel:`App name` field, select the email address for the :guilabel:`User" " support email` field, and type the email address for the " ":guilabel:`Developer contact information` section. Then, click " ":guilabel:`Save and Continue`." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:72 msgid "" "Skip the third step, :menuselection:`Scopes`, by clicking :guilabel:`Save " "and Continue`." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:74 msgid "" "Next, if continuing in testing mode (External), add the email addresses " "being configured under the :guilabel:`Test users` step, by clicking on " ":guilabel:`Add Users`, and then the :guilabel:`Save and Continue` button. A " "summary of the app registration appears." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:78 msgid "" "Finally, scroll to the bottom, and click on :guilabel:`Back to Dashboard`." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:80 msgid "" "Now, the OAuth consent has been configured, and it's time to create " "credentials." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:83 msgid "Create credentials" msgstr "" #: ../../content/applications/productivity/calendar/google.rst:85 msgid "" "The *Client ID* and the *Client Secret* are both needed to connect Google " "Calendar to Odoo. This is the last step in the Google console. Begin by " "clicking :guilabel:`Credentials` in the left menu. Then, click " ":guilabel:`Create Credentials`, and select :guilabel:`OAuth client ID`, " "Google will open a guide to create credentials." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:90 msgid "" "Under :menuselection:`Create OAuth Client ID`, select :guilabel:`Website " "application` for the :guilabel:`Application Type` field, and type `My Odoo " "Database` for the :guilabel:`Name`." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:93 msgid "" "Under the :guilabel:`Authorized JavaScript Origins` section, click " ":guilabel:`+ Add URI` and type the company's Odoo full :abbr:`URL (Uniform " "Resource Locator)` address." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:95 msgid "" "Under the :guilabel:`Authorized redirect URIs` section, click :guilabel:`+ " "Add URI` and type the company's Odoo :abbr:`URL (Uniform Resource Locator)` " "address followed by `/google_account/authentication`. Finally, click " ":guilabel:`Create`." msgstr "" #: ../../content/applications/productivity/calendar/google.rst-1 msgid "" "Add the authorized JavaScript origins and the authorized redirect URIs." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:103 msgid "" "A :guilabel:`Client ID` and :guilabel:`Client Secret` will appear, copy " "these to a notepad." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:106 msgid "Setup in Odoo" msgstr "" #: ../../content/applications/productivity/calendar/google.rst:108 msgid "" "Once the *Client ID* and the *Client Secret* are located, open the Odoo " "database and go to :menuselection:`Settings --> General Settings --> " "Integrations --> Google Calendar`. Check the box next to :guilabel:`Google " "Calendar`." msgstr "" #: ../../content/applications/productivity/calendar/google.rst-1 msgid "The Google Calendar checkbox in General Settings." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:116 msgid "" "Next, copy and paste the *Client ID* and the *Client Secret* from the Google" " Calendar API credentials page into their respective fields below the " ":guilabel:`Google Calendar` checkbox. Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:121 msgid "Sync calendar in Odoo" msgstr "" #: ../../content/applications/productivity/calendar/google.rst:123 msgid "" "Finally, open the :menuselection:`Calendar` app in Odoo and click on the " ":guilabel:`Google` sync button to sync Google Calendar with Odoo." msgstr "" #: ../../content/applications/productivity/calendar/google.rst-1 msgid "" "Click the Google sync button in Odoo Calendar to sync Google Calendar with " "Odoo." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:131 msgid "" "When syncing Google Calendar with Odoo for the first time, the page will " "redirect to the Google Account. From there, select the :guilabel:`Email " "Account` that should have access, then select :guilabel:`Continue` (should " "the app be unverifed), and finally select :guilabel:`Continue` (to give " "permission for the transfer of data)`." msgstr "" #: ../../content/applications/productivity/calendar/google.rst-1 msgid "Give Odoo permission to access Google Calendar." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:140 msgid "Now, Odoo Calendar is successfully synced with Google Calendar!" msgstr "" #: ../../content/applications/productivity/calendar/google.rst:143 msgid "" "Odoo highly recommends testing the Google calendar synchronization on a test" " database and a test email address (that is not used for any other purpose) " "before attempting to sync the desired Google Calendar with the user's " "production database." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:147 msgid "Once a user synchronizes their Google calendar with the Odoo calendar:" msgstr "" #: ../../content/applications/productivity/calendar/google.rst:149 msgid "" "Creating an event in Odoo causes Google to send an invitation to all event " "attendees." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:150 msgid "" "Deleting an event in Odoo causes Google to send a cancellation to all event " "attendees." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:151 msgid "" "Adding a contact to an event causes Google to send an invitation to all " "event attendees." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:152 msgid "" "Removing a contact from an event causes Google to send a cancellation to all" " event attendees." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:154 msgid "" "Events can be created in Google Calendar without sending a notification by " "selecting :guilabel:`Don't Send` when prompted to send invitation emails." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:3 msgid "Outlook Calendar synchronization" msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:5 msgid "" "Synchronizing a user's Outlook Calendar with Odoo is useful for keeping " "track of their tasks and appointments across all related applications." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:9 msgid ":doc:`/applications/general/users/azure`" msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:10 msgid ":doc:`/applications/general/email_communication/azure_oauth`" msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:13 msgid "Register the application with Microsoft Azure" msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:15 msgid "" "To sync the Outlook Calendar with Odoo's Calendar, a Microsoft Azure account" " is needed. Creating an account is free for users who have never tried or " "paid for Azure. For more information, `click here " "`_." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:19 msgid "" "Refer to `Microsoft's documentation `_ on how to" " set up an Microsoft Entra ID (formally called *Microsoft Azure Active " "Directory (Azure AD)*), which is a representation of an organization to " "manage and register apps." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:24 msgid "" "Then, `Register an Application `_, choosing the " "appropriate :guilabel:`Supported account type`. Users who wish to connect " "their Outlook calendar to Odoo should select the :guilabel:`Accounts in any " "organizational directory (Any Microsoft Entra ID directory - Multitenant) " "and personal Microsoft accounts (e.g. Skype, Xbox)` option for " ":guilabel:`Supported account types`." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:30 msgid "" "When configuring the :guilabel:`Redirect URI`, choose :guilabel:`Web` and " "copy the Odoo database URI (URL) followed by " "`/microsoft_account/authentication`." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:34 msgid "" "Enter `https://www.companyname.odoo.com/microsoft_account/authentication` " "for the :guilabel:`Redirect URI`." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst-1 msgid "" "The \"Supported account type\" and \"Redirect URI\" settings in the " "Microsoft Entra ID portal." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:41 msgid "" "For more information on the restrictions and limitations of URIs, `check " "this page `_." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:44 msgid "" "Regarding the application credentials, the user *must* add a client secret, " "which allows Odoo to authenticate itself, requiring no interaction from the " "user's side. :guilabel:`Certificates` are optional." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:48 msgid "" "To do add a client secret, click :guilabel:`Add a certificate or secret` and" " then click :guilabel:`New client secret`. Next, type a " ":guilabel:`Description` and select when the client secret " ":guilabel:`Expires`." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:52 msgid "" "Since resetting the synchronization can be tricky, Odoo recommends setting " "the maximum allowed expiration date for the client secret (24 months), so " "there is no need to re-synchronize soon. Finally, click :guilabel:`Add` to " "generate the client secret (:guilabel:`Secret ID`)." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:57 msgid "Configuration in Odoo" msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:59 msgid "" "In the Odoo database, go to :menuselection:`Settings app --> Calendar` in " "the left menu and activate the :guilabel:`Outlook Calendar` setting." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst-1 msgid "The \"Outlook Calendar\" setting activated in Odoo." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:66 msgid "" "From the Microsoft Azure portal, under the :guilabel:`Overview` section of " "the application, copy the :guilabel:`Application (Client) ID`, and paste it " "into the :guilabel:`Client ID` field in Odoo." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst-1 msgid "The \"Client ID\" in the Microsoft Azure portal." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:73 msgid "" "In the Microsoft Azure portal, under the :guilabel:`Certificates & secrets` " "section, copy the :guilabel:`Client Secret Value` and paste it into the " ":guilabel:`Client Secret` field in Odoo." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst-1 msgid "The \"Client Secret\" token to be copied from Microsoft to Odoo." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:80 msgid "" "Finally, on the Odoo :menuselection:`Settings --> General Settings` page, " "click :guilabel:`Save`." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:85 msgid "Sync with Outlook" msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:89 msgid "" "Odoo highly recommends testing the Outlook calendar synchronization on a " "test database and a test email address (that is not used for any other " "purpose) before attempting to sync the desired Outlook Calendar with the " "user's production database." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:93 msgid "" "If the user has any past, present, or future events on their Odoo calendar " "before syncing their Outlook calendar, Outlook will treat the events pulled " "from Odoo's calendar during the sync as new events, causing an email " "notification to be sent from Outlook to all the event attendees." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:97 msgid "" "To avoid unwanted emails being sent to all past, present, and future event " "attendees, the user must add the events from the Odoo calendar to the " "Outlook calendar before the first ever sync, delete the events from Odoo, " "and then start the sync." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:101 msgid "" "Even after synchronizing the Odoo Calendar with the Outlook calendar, " "Outlook will still send a notification to all event participants every time " "an event is edited (created, deleted, unarchived, or event date/time " "changed), with no exceptions. This is a limitation that cannot be fixed from" " Odoo's side." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:106 msgid "" "In summary, once a user synchronizes their Outlook calendar with the Odoo " "calendar:" msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:108 msgid "" "Creating an event in Odoo causes Outlook to send an invitation to all event " "attendees." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:109 msgid "" "Deleting an event in Odoo causes Outlook to send a cancellation to all event" " attendees." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:110 msgid "" "Unarchiving an event in Odoo causes Outlook to send an invitation to all " "event attendees." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:111 msgid "" "Archiving an event in Odoo causes Outlook to send a cancellation to all " "event attendees." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:112 msgid "" "Adding a contact to an event causes Outlook to send an invitation to all " "event attendees." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:113 msgid "" "Removing a contact from an event causes Outlook to send a cancellation to " "all event attendees." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:116 msgid "Sync Odoo Calendar and Outlook" msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:118 msgid "" "In the Odoo database, go to the :guilabel:`Calendar` module and click the " ":guilabel:`Outlook` sync button. The page will redirect to a Microsoft login" " page, and the user is asked to log in to their account, if they are not " "already, and grant the required permissions." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst-1 msgid "The \"Outlook\" sync button in Odoo Calendar." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:126 msgid "" "The synchronization is a two-way process, meaning that events are reconciled" " in both accounts (Outlook and Odoo)." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:130 msgid "" "All users that want to use the synchronization simply need to :ref:`sync " "their calendar with Outlook `. The configuration of " "Microsoft's Azure account is only done once, as Microsoft Entra ID tenants' " "Client IDs and Client Secrets are unique, and represent an organization that" " helps the user to manage a specific instance of Microsoft cloud services " "for their internal and external users." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:137 msgid ":doc:`/applications/general/integrations/mail_plugins/outlook`" msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:138 msgid ":doc:`google`" msgstr "" #: ../../content/applications/productivity/discuss.rst:6 msgid "Discuss" msgstr "Diskusi" #: ../../content/applications/productivity/discuss.rst:8 msgid "" "Odoo *Discuss* is an internal communication app that allows users to connect" " through messages, notes, and file sharing, either through a persistent chat" " window that works across applications, or through the dedicated *Discuss* " "dashboard." msgstr "" #: ../../content/applications/productivity/discuss.rst:15 msgid "Choose notifications preference" msgstr "" #: ../../content/applications/productivity/discuss.rst:17 msgid "" "Access user-specific preferences for the *Discuss* app by navigating to " ":menuselection:`Settings app --> Users --> User --> Preferences tab`." msgstr "" #: ../../content/applications/productivity/discuss.rst-1 msgid "View of the Preferences tab for Odoo Discuss." msgstr "" #: ../../content/applications/productivity/discuss.rst:23 msgid "" "By default, the :guilabel:`Notification` field is set as :guilabel:`Handle " "by Emails`. With this setting enabled, a notification email will be sent by " "Odoo every time a message is sent from the chatter, a note is sent with an " "`@` mention (from chatter), or a notification is sent for a record that the " "user follows. Something that triggers a notification is changing of the " "stage (if an email\\ is configured to be sent, for example if the task is " "set to :guilabel:`Done`)." msgstr "" #: ../../content/applications/productivity/discuss.rst:29 msgid "" "By choosing :guilabel:`Handle in Odoo`, the above notifications are shown in" " the *Discuss* app's *inbox*. Messages can have the following actions taken " "on them: respond with an emoji by clicking :guilabel:`Add a Reaction`, or " "reply to the message by clicking on :guilabel:`Reply`. Additional actions " "may include starring the message by clicking :guilabel:`Marked as Todo`, or " "pinning the message by selecting :guilabel:`Pin` or even mark the message as" " unread by selecting :guilabel:`Marked as unread`." msgstr "" #: ../../content/applications/productivity/discuss.rst-1 msgid "View of an inbox message and its action options in Odoo Discuss." msgstr "" #: ../../content/applications/productivity/discuss.rst:39 msgid "" "Clicking :guilabel:`Mark as Todo` on a message causes it to appear on the " ":guilabel:`Starred` page, while clicking :guilabel:`Mark as Read` moves the " "message to :guilabel:`History`." msgstr "" #: ../../content/applications/productivity/discuss.rst-1 msgid "View of messages marked as todo in Odoo Discuss." msgstr "" #: ../../content/applications/productivity/discuss.rst:46 msgid "Start chatting" msgstr "" #: ../../content/applications/productivity/discuss.rst:48 msgid "" "The first time a user logs in to their account, OdooBot sends a message " "asking for permission to send desktop notifications for chats. If accepted, " "the user will receive push notifications on their desktop for the messages " "they receive, regardless of where the user is in Odoo." msgstr "" #: ../../content/applications/productivity/discuss.rst-1 msgid "" "View of the messages under the messaging menu emphasizing the request for push\n" "notifications for Odoo Discuss." msgstr "" #: ../../content/applications/productivity/discuss.rst:57 msgid "" "To stop receiving desktop notifications, reset the notifications settings of" " the browser." msgstr "" #: ../../content/applications/productivity/discuss.rst:59 msgid "" "To start a chat, go to the :menuselection:`Discuss` app and click on the " ":guilabel:`+ (plus)` icon next to :guilabel:`Direct Messages` or " ":guilabel:`Channels` in the left menu of the dashboard." msgstr "" #: ../../content/applications/productivity/discuss.rst-1 msgid "" "View of Discuss's panel emphasizing the titles channels and direct messages in Odoo\n" "Discuss." msgstr "" #: ../../content/applications/productivity/discuss.rst:67 msgid "" "A company can also easily create :doc:`public and private channels " "`." msgstr "" #: ../../content/applications/productivity/discuss.rst:70 msgid "Mentions in the chat and on the chatter" msgstr "" #: ../../content/applications/productivity/discuss.rst:72 msgid "" "To mention a user within a chat or the chatter, type `@user-name`; to refer " "to a channel, type `#channel-name`. The user mentioned will be notified in " "their *inbox* or through an email, depending on their communication " "settings." msgstr "" #: ../../content/applications/productivity/discuss.rst-1 msgid "View of a couple of chat window messages for Odoo Discuss." msgstr "" #: ../../content/applications/productivity/discuss.rst:80 msgid "" "When a user is mentioned, the search list (list of names) suggests values " "first based on the task's followers, and secondly on employees. If the " "record being searched does not match with either a follower or employee, the" " scope of the search becomes all partners." msgstr "" #: ../../content/applications/productivity/discuss.rst:85 msgid "User status" msgstr "" #: ../../content/applications/productivity/discuss.rst:87 msgid "" "It is helpful to see what colleagues are up to and how quickly they can " "respond to messages by checking their *status*. The status is shown on the " "left side of a contact's name on the :guilabel:`Discuss` sidebar, on the " "*messaging menu* and when listed in the *chatter*." msgstr "" #: ../../content/applications/productivity/discuss.rst:91 msgid "Green = online" msgstr "" #: ../../content/applications/productivity/discuss.rst:92 msgid "Orange = away" msgstr "" #: ../../content/applications/productivity/discuss.rst:93 msgid "White = offline" msgstr "" #: ../../content/applications/productivity/discuss.rst:94 msgid "Airplane = out of the office" msgstr "" #: ../../content/applications/productivity/discuss.rst-1 msgid "View of the contacts' status for Odoo Discuss." msgstr "" #: ../../content/applications/productivity/discuss.rst:101 msgid ":doc:`discuss/team_communication`" msgstr "" #: ../../content/applications/productivity/discuss.rst:102 #: ../../content/applications/productivity/discuss/team_communication.rst:114 msgid ":doc:`/applications/essentials/activities`" msgstr "" #: ../../content/applications/productivity/discuss/ice_servers.rst:3 msgid "Configure ICE servers with Twilio" msgstr "" #: ../../content/applications/productivity/discuss/ice_servers.rst:5 msgid "" "Odoo Discuss uses WebRTC API and peer-to-peer connections for voice and " "video calls. If one of the call attendees is behind a symmetric NAT, you " "need to configure an ICE server to establish a connection to the call " "attendee. To set up an ICE server, first, create a Twilio account for video " "calls, and then, connect that Twilio account to Odoo." msgstr "" #: ../../content/applications/productivity/discuss/ice_servers.rst:11 msgid "Create a Twilio account" msgstr "" #: ../../content/applications/productivity/discuss/ice_servers.rst:13 msgid "" "First, go to `Twilio `_ and click :guilabel:`Sign " "up` to create a new Twilio account. Next, enter your name and email address," " create a password, and accept Twilio's terms of service. Then, click " ":guilabel:`Start your free trial`. Verify your email address with Twilio, as" " per their instructions." msgstr "" #: ../../content/applications/productivity/discuss/ice_servers.rst:18 msgid "" "Next, enter your phone number into Twilio. Then, Twilio will send you an SMS" " text message containing a verification code. Enter the verification code " "into Twilio to verify your phone number." msgstr "" #: ../../content/applications/productivity/discuss/ice_servers.rst:22 msgid "" "After that, Twilio redirects to a welcome page. Use the following list to " "answer Twilio's questions:" msgstr "" #: ../../content/applications/productivity/discuss/ice_servers.rst:25 msgid "" "For :guilabel:`Which Twilio product are you here to use?`, select " ":guilabel:`Video`." msgstr "" #: ../../content/applications/productivity/discuss/ice_servers.rst:26 msgid "" "For :guilabel:`What do you plan to build with Twilio?`, select " ":guilabel:`Other`." msgstr "" #: ../../content/applications/productivity/discuss/ice_servers.rst:27 msgid "" "For :guilabel:`How do you want to build with Twilio?`, select " ":guilabel:`With no code at all`." msgstr "" #: ../../content/applications/productivity/discuss/ice_servers.rst:28 msgid "" "For :guilabel:`What is your goal today?`, select :guilabel:`3rd party " "integrations`." msgstr "" #: ../../content/applications/productivity/discuss/ice_servers.rst-1 msgid "The Twilio welcome page." msgstr "" #: ../../content/applications/productivity/discuss/ice_servers.rst:34 msgid "" "If necessary, change the billing country. Finally, click :guilabel:`Get " "Started with Twilio`." msgstr "" #: ../../content/applications/productivity/discuss/ice_servers.rst:37 msgid "Locate the Twilio Account SID and Auth Token" msgstr "" #: ../../content/applications/productivity/discuss/ice_servers.rst:39 msgid "" "To locate the Account SID and Auth Token, go to the Twilio account " "dashboard. Then, click :guilabel:`Develop` on the sidebar. In the " ":guilabel:`Account Info` section, locate the :guilabel:`Account SID` and the" " :guilabel:`Auth Token`. Both of these are needed to connect Twilio to Odoo." msgstr "" #: ../../content/applications/productivity/discuss/ice_servers.rst-1 msgid "" "The Twilio Account SID and Auth Token can be found uner the Account Info " "section." msgstr "" #: ../../content/applications/productivity/discuss/ice_servers.rst:49 msgid "Connect Twilio to Odoo" msgstr "" #: ../../content/applications/productivity/discuss/ice_servers.rst:51 msgid "" "Open the Odoo database and go to :menuselection:`Settings --> General " "Settings --> Discuss`. Check the box next to :guilabel:`Use Twilio ICE " "servers` and enter the Twilio account's :guilabel:`Account SID` and " ":guilabel:`Auth Token`. Finally, click :guilabel:`Save` to apply these " "changes." msgstr "" #: ../../content/applications/productivity/discuss/ice_servers.rst-1 msgid "Enable the \"Use Twilio ICE servers\" option in Odoo General Settings." msgstr "" #: ../../content/applications/productivity/discuss/ice_servers.rst:61 msgid "Define a list of custom ICE servers" msgstr "" #: ../../content/applications/productivity/discuss/ice_servers.rst:63 msgid "" "This step is not required for the Twilio configuration. However, if Twilio " "is not configured or is not working at any given moment, Odoo will fall back" " on the custom ICE servers list. The user must define the list of custom ICE" " servers." msgstr "" #: ../../content/applications/productivity/discuss/ice_servers.rst:67 msgid "" "In :menuselection:`Settings --> General Settings --> Discuss`, click the " ":guilabel:`ICE Servers` button under :guilabel:`Custom ICE server list`." msgstr "" #: ../../content/applications/productivity/discuss/ice_servers.rst-1 msgid "The \"ICE Servers\" button in Odoo General Settings." msgstr "" #: ../../content/applications/productivity/discuss/ice_servers.rst:74 msgid "" "Odoo will redirect to the :guilabel:`ICE servers` page. Here you can define " "your own list of ICE servers." msgstr "" #: ../../content/applications/productivity/discuss/ice_servers.rst-1 msgid "The \"ICE servers\" page in Odoo." msgstr "" #: ../../content/applications/productivity/discuss/ice_servers.rst:82 msgid "" "For on-premise instances of Odoo, the package `python3-gevent` is necessary " "for the Discuss module to run calls/video calls on Ubuntu (Linux) servers." msgstr "" #: ../../content/applications/productivity/discuss/team_communication.rst:3 msgid "Use channels for team communication" msgstr "" #: ../../content/applications/productivity/discuss/team_communication.rst:5 msgid "" "Use channels in the Odoo *Discuss* app to organize discussions between " "individual teams, departments, projects, or any other group that requires " "regular communication. With channels, employees can communicate inside " "dedicated spaces within the Odoo database around specific topics, updates, " "and latest developments having to do with the organization." msgstr "" #: ../../content/applications/productivity/discuss/team_communication.rst:11 msgid "Public and private channels" msgstr "" #: ../../content/applications/productivity/discuss/team_communication.rst:13 msgid "" "A *Public* channel can be seen by everyone, while a *Private* one is only " "visible to users invited to it. To create a new channel, navigate to the " ":menuselection:`Discuss` app, and then click on the :guilabel:`โž• (plus)` " "icon next to the :guilabel:`Channels` heading in the left-side menu. After " "typing the name of the channel, two selectable options will appear: The " "first is a channel with a hashtag (`#`) to indicate that it is a public " "channel; the second option is a channel with a lock icon (`๐Ÿ”’`) next to it, " "to indicate that it is a private channel. Select the channel type that best " "fits the communication needs." msgstr "" #: ../../content/applications/productivity/discuss/team_communication.rst-1 msgid "View of discuss's sidebar and a channel being created in Odoo Discuss." msgstr "" #: ../../content/applications/productivity/discuss/team_communication.rst:26 msgid "" "A public channel is best used when many employees need to access information" " (such as company announcements), whereas a private channel could be used " "whenever information should be limited to specific groups (such as a " "specific department)." msgstr "" #: ../../content/applications/productivity/discuss/team_communication.rst:31 msgid "Configuration options" msgstr "" #: ../../content/applications/productivity/discuss/team_communication.rst:33 msgid "" "The channel's :guilabel:`Group Name`, :guilabel:`Description`, and " ":guilabel:`Privacy` settings can be modified by clicking on the channel's " "settings, represented by a :guilabel:`โš™๏ธ (gear)` icon in the left sidebar " "menu, next to the channel's name." msgstr "" #: ../../content/applications/productivity/discuss/team_communication.rst-1 msgid "View of a channel's settings form in Odoo Discuss." msgstr "" #: ../../content/applications/productivity/discuss/team_communication.rst:42 msgid "Privacy and Members tabs" msgstr "" #: ../../content/applications/productivity/discuss/team_communication.rst:44 msgid "" "Changing :guilabel:`Who can follow the group's activities?` controls which " "groups can have access to the channel." msgstr "" #: ../../content/applications/productivity/discuss/team_communication.rst:48 msgid "" "Allowing :guilabel:`Everyone` to follow a private channel lets other users " "view and join it, as they would a public one." msgstr "" #: ../../content/applications/productivity/discuss/team_communication.rst:51 msgid "" "When choosing :guilabel:`Invited people only`, specify in the " ":guilabel:`Members` tab which members should be invited. Inviting members " "can also be done from the *Discuss* app's main dashboard, by selecting the " "channel, clicking the *add user* icon in the top-right corner of the " "dashboard, and finally clicking :guilabel:`Invite to Channel` once all the " "users have been added." msgstr "" #: ../../content/applications/productivity/discuss/team_communication.rst-1 msgid "View of Discuss' option to invite members in Odoo Discuss." msgstr "" #: ../../content/applications/productivity/discuss/team_communication.rst:60 msgid "" "When the :guilabel:`Selected group of users` option is selected, it reveals " "the ability to add an :guilabel:`Authorized Group`, along with the options " "to :guilabel:`Auto Subscribe Groups` and :guilabel:`Auto Subscribe " "Departments`." msgstr "" #: ../../content/applications/productivity/discuss/team_communication.rst:64 msgid "" "The option to :guilabel:`Auto Subscribe Groups` automatically adds users of " "that particular user group as followers. In other words, while " ":guilabel:`Authorized Groups` limits which users can access the channel, " ":guilabel:`Auto Subscribe Groups` automatically adds users as members as " "long as they are part of a specific user group. The same is true for " ":guilabel:`Auto Subscribe Departments`." msgstr "" #: ../../content/applications/productivity/discuss/team_communication.rst:70 msgid "Quick search bar" msgstr "" #: ../../content/applications/productivity/discuss/team_communication.rst:72 msgid "" "Once at least 20 channels, direct messages, or live chat conversations (if " "*Live Chat* module is installed on the database) are pinned in the sidebar, " "a :guilabel:`Quick searchโ€ฆ` bar is displayed. This feature is a convenient " "way to filter conversations and quickly find relevant communications." msgstr "" #: ../../content/applications/productivity/discuss/team_communication.rst-1 msgid "" "View of the Discuss' sidebar emphasizing the quick search bar in Odoo " "Discuss." msgstr "" #: ../../content/applications/productivity/discuss/team_communication.rst:81 msgid "Finding channels" msgstr "" #: ../../content/applications/productivity/discuss/team_communication.rst:83 msgid "" "Click on the settings :guilabel:`โš™๏ธ (gear)` icon, located in the left " "sidebar, to the right of the :guilabel:`CHANNELS` collapsible menu item. " "Doing so will lead to a mosaic view containing all the public channels " "available. Users can join or leave channels on this screen by clicking the " ":guilabel:`JOIN` or :guilabel:`LEAVE` buttons that appear in the channel " "boxes." msgstr "" #: ../../content/applications/productivity/discuss/team_communication.rst:88 msgid "" "There is also the ability to apply filtering criteria and save them for " "later use. The :guilabel:`Search...` function accepts wildcards by using the" " underscore character [ `_` ], and specific searches can be saved by using " "the :menuselection:`Favorites --> Save Current Search` drop-down menu." msgstr "" #: ../../content/applications/productivity/discuss/team_communication.rst-1 msgid "View of a channel being searched through filters in Odoo Discuss" msgstr "" #: ../../content/applications/productivity/discuss/team_communication.rst:98 msgid "Linking channel in chatter" msgstr "" #: ../../content/applications/productivity/discuss/team_communication.rst:100 msgid "" "Channels can be linked in the chatter (log note) of a record in Odoo. To do " "so, simply type: `#` and the channel name. Click or press enter on the " "*channel* name. Upon logging the note a link to the channel will appear. " "After clicking on the link a chat window with the channel conversation will " "pop up in the lower right corner of the screen." msgstr "" #: ../../content/applications/productivity/discuss/team_communication.rst:105 msgid "" "Users are able to contribute to this group channel (either public or member " "based) by typing messages in window and pressing *enter*." msgstr "" #: ../../content/applications/productivity/discuss/team_communication.rst-1 msgid "" "Channel linked in chatter with the channel open on the lower right quadrant." msgstr "" #: ../../content/applications/productivity/discuss/team_communication.rst:113 msgid ":doc:`../discuss`" msgstr "" #: ../../content/applications/productivity/documents.rst:3 msgid "Documents" msgstr "Dokumen" #: ../../content/applications/productivity/documents.rst:5 msgid "" "**Odoo Documents** allows you to store, view, and manage files within Odoo." msgstr "" #: ../../content/applications/productivity/documents.rst:7 msgid "" "You can upload any file (max 64MB per file on Odoo Online) and organize them" " in various workspaces." msgstr "" #: ../../content/applications/productivity/documents.rst:10 msgid "`Odoo Documents: product page `_" msgstr "" #: ../../content/applications/productivity/documents.rst:11 msgid "" "`Odoo Tutorials: Documents basics [video] " "`_" msgstr "" #: ../../content/applications/productivity/documents.rst:13 msgid "" "`Odoo Tutorials: Using Documents with your Accounting App [video] " "`_" msgstr "" #: ../../content/applications/productivity/documents.rst:16 #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:17 #: ../../content/applications/productivity/voip/onsip.rst:19 msgid "Configuration" msgstr "Konfigurasi" #: ../../content/applications/productivity/documents.rst:18 msgid "" "By going to :menuselection:`Documents --> Configuration --> Settings`, you " "can enable the centralization of files attached to a specific area of your " "activity. For example, by ticking :guilabel:`Human Resources`, your HR " "documents are automatically available in the HR workspace, while documents " "related to Payroll are automatically available in the Payroll sub-workspace " ". You can change the default workspace using the dropdown menu and edit its " "properties by clicking the internal link button (:guilabel:`โž”`)." msgstr "" #: ../../content/applications/productivity/documents.rst-1 msgid "" "Enable the centralization of files attached to a specific area of your " "activity." msgstr "" #: ../../content/applications/productivity/documents.rst:29 msgid "" "If you enable the centralization of your accounting files and documents, it " "is necessary to click on :guilabel:`Journals` and define each journal " "independently to allow automatic synchronization." msgstr "" #: ../../content/applications/productivity/documents.rst:0 msgid "Enable the centralization of files attached to your accounting." msgstr "" #: ../../content/applications/productivity/documents.rst:36 msgid "" "If you select a new workspace, existing documents aren't moved. Only newly " "created documents will be found under the new workspace." msgstr "" #: ../../content/applications/productivity/documents.rst:40 msgid "Workspaces" msgstr "Ruang Kerja" #: ../../content/applications/productivity/documents.rst:42 msgid "" "Workspaces are hierarchical folders having their own set of tags and " ":ref:`actions `. Default workspaces exist, but " "you can create your own by going to :menuselection:`Documents --> " "Configuration --> Workspaces` and clicking :guilabel:`New`. On the new page," " fill in the following information:" msgstr "" #: ../../content/applications/productivity/documents.rst:47 msgid ":guilabel:`Name`" msgstr "" #: ../../content/applications/productivity/documents.rst:48 msgid "" ":guilabel:`Parent Workspace`: if you want to create a sub-workspace, select " "its :guilabel:`Parent Workspace`" msgstr "" #: ../../content/applications/productivity/documents.rst:52 #: ../../content/applications/productivity/sign.rst:236 msgid "Tags" msgstr "Label" #: ../../content/applications/productivity/documents.rst:54 msgid "" "Tags are used within workspaces to add a level of differentiation between " "documents. They are organized per category, and filters can be used to sort " "them." msgstr "" #: ../../content/applications/productivity/documents.rst:57 msgid "" "Tags can be created from the :guilabel:`Tags` tab. Click :guilabel:`Add a " "line`, create the :guilabel:`Tag Category`, and :guilabel:`Name` your tags." msgstr "" #: ../../content/applications/productivity/documents.rst:61 msgid "" "The tags of a parent workspace apply to the child workspaces automatically;" msgstr "" #: ../../content/applications/productivity/documents.rst:62 msgid "" "Tags can be created and modified by going to :menuselection:`Configuration " "--> Tags`;" msgstr "" #: ../../content/applications/productivity/documents.rst:63 msgid "" "Tags can also be created or edited by clicking the gear icon :guilabel:`โš™` " "on the left menu." msgstr "" #: ../../content/applications/productivity/documents.rst:66 msgid "Access rights" msgstr "" #: ../../content/applications/productivity/documents.rst:68 msgid "" "To manage your workspace access rights, go to :menuselection:`Documents --> " "Configuration --> Workspaces`, open the workspace you want to edit, and go " "to the :guilabel:`Access Rights` tab. You can add :guilabel:`Write Groups` " "that can view, create, and edit the workspace's documents. You can also add " ":guilabel:`Read Groups` that can only view the workspace's documents." msgstr "" #: ../../content/applications/productivity/documents.rst:74 msgid "Description" msgstr "Keterangan" #: ../../content/applications/productivity/documents.rst:76 msgid "" "You can add descriptive information to your workspace by going to " ":menuselection:`Documents --> Configuration --> Workspaces`, opening the " "workspace you want to describe and going to the :guilabel:`Description` tab." msgstr "" #: ../../content/applications/productivity/documents.rst:81 msgid "" "Workspaces can also be created and edited by clicking the gear icon " ":guilabel:`โš™` on the left menu." msgstr "" #: ../../content/applications/productivity/documents.rst:0 msgid "Create sub-workspaces from the left menu" msgstr "" #: ../../content/applications/productivity/documents.rst:88 msgid "Documents management" msgstr "" #: ../../content/applications/productivity/documents.rst:90 msgid "" "When selecting or opening a document, the right panel displays different " "options. On the top, additional options might be available: " ":guilabel:`Download`, :guilabel:`Share`, :guilabel:`Replace`, " ":guilabel:`Lock` or :guilabel:`Split`. It is also possible to " ":guilabel:`Open chatter` or :guilabel:`Archive` the document." msgstr "" #: ../../content/applications/productivity/documents.rst-1 msgid "right panel options" msgstr "" #: ../../content/applications/productivity/documents.rst:99 msgid "" "Then, you can modify the name of your file by clicking on " ":guilabel:`Document`. A :guilabel:`Contact` or an :guilabel:`Owner` can be " "assigned. The related :guilabel:`Workspace` can be modified and it is " "possible to access the related :guilabel:`Journal Entry` or add " ":guilabel:`Tags`." msgstr "" #: ../../content/applications/productivity/documents.rst:105 msgid "" "The :guilabel:`Contact` is the person related to the document and assigned " "to it. He can only view the document and not modify it. I.e.: an existing " "supplier in your database is the contact for their bill." msgstr "" #: ../../content/applications/productivity/documents.rst:108 msgid "" "The person who creates a document is, by default :guilabel:`Owner` of it and" " has complete rights to it. It is possible to replace the owner of a " "document. I.e., an employee must be owner of a document to be able to see it" " in \"My Profile\"." msgstr "" #: ../../content/applications/productivity/documents.rst:112 msgid "" "Different :ref:`Actions ` are available at the " "bottom of the right panel, depending on the workspace where your document is" " stored." msgstr "" #: ../../content/applications/productivity/documents.rst:116 msgid "Split PDF documents" msgstr "" #: ../../content/applications/productivity/documents.rst:118 msgid "" "Select the PDF you want to split, and click the scissors icon. A new view " "displays all the pages of the document." msgstr "" #: ../../content/applications/productivity/documents.rst:121 msgid "" "By default, each page of the document will be split when clicking " ":guilabel:`Split`. To remove a split between two pages, click on the " "scissors icon." msgstr "" #: ../../content/applications/productivity/documents.rst-1 msgid "split your documents" msgstr "" #: ../../content/applications/productivity/documents.rst:128 msgid "" "To merge documents from your dashboard, select them and click the scissors " "icon. Click on the scissors between the two documents and click " ":guilabel:`Split` to merge the documents." msgstr "" #: ../../content/applications/productivity/documents.rst:132 msgid "Additional features" msgstr "" #: ../../content/applications/productivity/documents.rst:134 msgid "" "Select a workspace and click the arrow next to the :guilabel:`Upload` button" " to access additional features:" msgstr "" #: ../../content/applications/productivity/documents.rst:138 msgid "Request" msgstr "Permintaan" #: ../../content/applications/productivity/documents.rst:140 msgid "" "You can create \"missing documents\" and organize them as documents, to " "remind users to download them." msgstr "" #: ../../content/applications/productivity/documents.rst:142 msgid "" "Select the workspace where the file should be stored, click " ":guilabel:`Upload`, then :guilabel:`Request`. Add the :guilabel:`Document " "Name`, select the person you need it from in the :guilabel:`Request To` " "field, fill in the :guilabel:`Due Date In`, confirm the " ":guilabel:`Workspace`, the document should belong to, and add " ":guilabel:`Tags` and a :guilabel:`Note`, if needed. Then, click " ":guilabel:`Request`. A placeholder for the missing document is created in " "the workspace." msgstr "" #: ../../content/applications/productivity/documents.rst:149 msgid "When your document is available, click the placeholder to upload it." msgstr "" #: ../../content/applications/productivity/documents.rst:151 msgid "" "You can see all missing documents by going to the **Activity** view and to " "the :guilabel:`Requested Document` column." msgstr "" #: ../../content/applications/productivity/documents.rst:155 msgid "" "From the :guilabel:`Activity` view, you can send a **reminder email** to " "users from whom you are expecting a document. Go to the :guilabel:`Requested" " Document` column, click on โ‹ฎ and :guilabel:`Document Request: Reminder`." msgstr "" #: ../../content/applications/productivity/documents.rst:159 msgid "" "Click on a date to see the details of a specific request. You can update it " "by clicking on the pen icon, :guilabel:`Preview` the content of the reminder" " email, or :guilabel:`Send Now` to send a reminder email." msgstr "" #: ../../content/applications/productivity/documents.rst:0 msgid "send a reminder email from the Activity view" msgstr "" #: ../../content/applications/productivity/documents.rst:167 msgid "Add a link" msgstr "Tambahkan link" #: ../../content/applications/productivity/documents.rst:169 msgid "" "To add a link to your documents dashboard, click on :guilabel:`Add a Link`, " "enter the :guilabel:`URL`, and :guilabel:`Name` it." msgstr "" #: ../../content/applications/productivity/documents.rst:173 msgid "Share" msgstr "Bagikan" #: ../../content/applications/productivity/documents.rst:175 msgid "" "You can create a share link to a document or all documents of a workspace. " "It allows anyone to download the file(s) or upload files to a workspace." msgstr "" #: ../../content/applications/productivity/documents.rst:178 msgid "" "To do so, select the workspace or the document and click the arrow next to " "the :guilabel:`Upload` button then :guilabel:`Share`. On the pop-up, the " "share :guilabel:`URL` is displayed. :guilabel:`Copy` it to share it with " "anyone. :guilabel:`Name` the share link and set a validity date for the URL " "by filling in the :guilabel:`Valid Until` field. Tick the :guilabel:`Include" " Sub Folders` box if you also want to share a workspace's sub-folders. To " "let users upload their own documents, select :guilabel:`Download and " "Upload`." msgstr "" #: ../../content/applications/productivity/documents.rst:186 msgid "" "It is possible to only share one or more documents (without their workspace)" " by selecting them and clicking :guilabel:`Share`." msgstr "" #: ../../content/applications/productivity/documents.rst:190 msgid "New spreadsheet" msgstr "Spreadsheet baru" #: ../../content/applications/productivity/documents.rst:192 msgid "" "To create a new :doc:`spreadsheet `, click :guilabel:`New " "Spreadsheet`. You can select a :guilabel:`Blank spreadsheet` or an " ":doc:`existing template `." msgstr "" #: ../../content/applications/productivity/documents.rst:198 msgid "Workflow actions" msgstr "" #: ../../content/applications/productivity/documents.rst:200 msgid "" "Workflow actions help manage documents and overall business operations. " "These are automated actions that can be created and customized for each " "workspace. With a single click you can, for example, create, move, sign, and" " add tags to a document, and process bills." msgstr "" #: ../../content/applications/productivity/documents.rst:204 msgid "" "These workflow actions appear on the right panel when a document meets the " "set criteria." msgstr "" #: ../../content/applications/productivity/documents.rst:207 msgid "Create workflow actions" msgstr "" #: ../../content/applications/productivity/documents.rst:209 msgid "" "To create workflow actions, go to :menuselection:`Documents --> " "Configuration --> Actions` and click :guilabel:`New`." msgstr "" #: ../../content/applications/productivity/documents.rst:213 msgid "" "An action applies to all **sub-workspaces** under the :guilabel:`Related " "Workspace` you selected." msgstr "" #: ../../content/applications/productivity/documents.rst:216 msgid "Set the conditions" msgstr "" #: ../../content/applications/productivity/documents.rst:218 msgid "" "You can :guilabel:`Create` a new :guilabel:`Action` or edit an existing one." " You can define the :guilabel:`Action Name` and then set the conditions that" " trigger the appearance of the action button (:guilabel:`โ–ถ`) on the right-" "side panel when selecting a file." msgstr "" #: ../../content/applications/productivity/documents.rst:222 msgid "There are three basic types of conditions you can set:" msgstr "" #: ../../content/applications/productivity/documents.rst:224 msgid "" ":guilabel:`Tags`: you can use the :guilabel:`Contains` and :guilabel:`Does " "not contain` conditions, meaning the files *must have* or *mustn't have* the" " tags set here." msgstr "" #: ../../content/applications/productivity/documents.rst:227 msgid "" ":guilabel:`Contact`: the files must be associated with the contact set here." msgstr "" #: ../../content/applications/productivity/documents.rst:229 msgid "" ":guilabel:`Owner`: the files must be associated with the owner set here." msgstr "" #: ../../content/applications/productivity/documents.rst-1 msgid "Example of a workflow action's basic condition in Odoo Documents" msgstr "" #: ../../content/applications/productivity/documents.rst:235 msgid "" "If you don't set any conditions, the action button appears for all files " "inside the selected workspace." msgstr "" #: ../../content/applications/productivity/documents.rst:239 msgid "Advanced condition type: domain" msgstr "" #: ../../content/applications/productivity/documents.rst:242 msgid "" "It is recommended to have some knowledge of Odoo development to configure " "*Domain* filters properly." msgstr "" #: ../../content/applications/productivity/documents.rst:245 msgid "" "The :ref:`developer mode ` needs to be activated to access " "the :guilabel:`Domain` condition from the :guilabel:`Actions` tab. Once " "done, select the :guilabel:`Domain` condition type and click :guilabel:`Add " "condition`." msgstr "" #: ../../content/applications/productivity/documents.rst:249 msgid "" "To create a rule, you typically select a :guilabel:`field`, an " ":guilabel:`operator`, and a :guilabel:`value`. For example, if you want to " "add a workflow action to all the PDF files inside a workspace, set the " ":guilabel:`field` to *Mime Type*, the :guilabel:`operator` to *contains*, " "and the pdf :guilabel:`value`." msgstr "" #: ../../content/applications/productivity/documents.rst-1 msgid "Example of a workflow action's domain condition in Odoo Documents" msgstr "" #: ../../content/applications/productivity/documents.rst:257 msgid "" "Click :guilabel:`Add New Rule` (plus icon) and :guilabel:`Add branch` to add" " conditions and sub-conditions. You can then specify if your rule should " "match :guilabel:`all` or :guilabel:`any` conditions. You can also edit the " "rule directly using the :guilabel:`Code editor`." msgstr "" #: ../../content/applications/productivity/documents.rst:262 msgid "Configure the actions" msgstr "" #: ../../content/applications/productivity/documents.rst:264 msgid "" "Select the :guilabel:`Actions` tab to set up your action. You can " "simultaneously:" msgstr "" #: ../../content/applications/productivity/documents.rst:266 msgid "" "**Set Contact**: add a contact to the file, or replace an existing contact " "with a new one." msgstr "" #: ../../content/applications/productivity/documents.rst:267 msgid "" "**Set Owner**: add an owner to the file, or replace an existing owner with a" " new one." msgstr "" #: ../../content/applications/productivity/documents.rst:268 msgid "**Move to Workspace**: move the file to any workspace." msgstr "" #: ../../content/applications/productivity/documents.rst:269 msgid "" "**Create**: create one of the following items attached to the file in your " "database:" msgstr "" #: ../../content/applications/productivity/documents.rst:271 msgid "" "**Link to record**: link the document to a record (i.e. link to a vehicle in" " Fleet);" msgstr "" #: ../../content/applications/productivity/documents.rst:272 msgid "**Product template**: create a product you can edit directly;" msgstr "" #: ../../content/applications/productivity/documents.rst:273 msgid "**Task**: create a Project task you can edit directly;" msgstr "" #: ../../content/applications/productivity/documents.rst:274 msgid "**Signature PDF template**: create a new Sign template to send out;" msgstr "" #: ../../content/applications/productivity/documents.rst:275 msgid "**PDF to sign**: create a PDF to sign;" msgstr "" #: ../../content/applications/productivity/documents.rst:276 msgid "**Applicant**: create a new HR application you can edit directly;" msgstr "" #: ../../content/applications/productivity/documents.rst:277 msgid "" "**Vendor bill**: create a vendor bill using OCR and AI to scrape information" " from the file content;" msgstr "" #: ../../content/applications/productivity/documents.rst:279 msgid "" "**Customer invoice**: create a customer invoice using OCR and AI to scrape " "information from the file;" msgstr "" #: ../../content/applications/productivity/documents.rst:281 msgid "" "**Vendor credit note**: create a vendor credit note using OCR and AI to " "scrape information from the file;" msgstr "" #: ../../content/applications/productivity/documents.rst:283 msgid "" "**Credit note**: create a customer credit note using OCR and AI to scrape " "information from the file;" msgstr "" #: ../../content/applications/productivity/documents.rst:285 msgid "" "**Miscellaneous Operations**: create a record in :guilabel:`Miscellaneous " "Operations` in Accounting;" msgstr "" #: ../../content/applications/productivity/documents.rst:287 msgid "**Bank Statement**: create a Bank Statement in Finance;" msgstr "" #: ../../content/applications/productivity/documents.rst:288 msgid "" "**Expense**: create an expense automatically based on a file's content." msgstr "" #: ../../content/applications/productivity/documents.rst:290 msgid "**Set Tags**: add, remove, and replace any number of tags." msgstr "" #: ../../content/applications/productivity/documents.rst:291 msgid "" "**Activities - Mark all as Done**: mark all activities linked to the file as" " done." msgstr "" #: ../../content/applications/productivity/documents.rst:292 msgid "" "**Activities - Schedule Activity**: create a new activity linked to the file" " as configured in the action. You can choose to set the activity on the " "document owner." msgstr "" #: ../../content/applications/productivity/documents.rst-1 msgid "Example of a workflow action Odoo Documents" msgstr "" #: ../../content/applications/productivity/documents.rst:299 msgid "Digitize documents with AI and optical character recognition (OCR)" msgstr "" #: ../../content/applications/productivity/documents.rst:301 msgid "" "Documents available in the Finance workspace can be digitized. Select the " "document to digitize, click :guilabel:`Create Bill`, :guilabel:`Create " "Customer Invoice`, or :guilabel:`Create credit note`, and then click " ":guilabel:`Send for Digitization`." msgstr "" #: ../../content/applications/productivity/documents.rst:306 msgid "" ":doc:`AI-powered document digitization " "<../finance/accounting/vendor_bills/invoice_digitization>`" msgstr "" #: ../../content/applications/productivity/knowledge.rst:7 #: ../../content/applications/productivity/knowledge/articles_editing.rst:207 msgid "Knowledge" msgstr "Pengetahuan" #: ../../content/applications/productivity/knowledge.rst:9 msgid "" "**Odoo Knowledge** is a multipurpose productivity app that allows internal " "users to enrich their business knowledge base and provide individually or " "collaboratively gathered information." msgstr "" #: ../../content/applications/productivity/knowledge.rst:12 msgid "" "The pages on which they gather content are called *articles*. They are " "mainly composed of a title and a body. The latter is an HTML field " "containing text, images, links to other articles, records from other models," " templates, etc." msgstr "" #: ../../content/applications/productivity/knowledge.rst:17 msgid "`Knowledge product page `_" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:3 msgid "Articles editing" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:6 msgid "Add and style content" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:8 msgid "" "To start adding content, click anywhere on the page. Your cursor is " "automatically set to write the article's first-level header. Once you are " "done writing the title, press **enter** on your keyboard to move to the next" " line." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst-1 msgid "knowledge's user interface" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:17 msgid "" "Click :guilabel:`Untitled` on the left side of the top bar to automatically " "match your h1 :dfn:`(First-level header)` title and the article's name. To " "change the name of your article later, you must do it manually. To do so, " "click the name on the top bar and proceed to the modification." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:25 msgid "Text editor" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:27 msgid "To stylize the text using the text editor, select the text to format." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:29 msgid "Then, you can:" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:31 msgid "" "Change the style by clicking :guilabel:`Normal`. Doing so opens a dropdown " "menu with multiple styles to choose from (:guilabel:`Normal, Code, Header 1 " "โ†’ Header 6, Quote`);" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:33 msgid "" "Format the text. Click :guilabel:`B` to put it in bold, :guilabel:`I` to put" " it in italic, :guilabel:`U` to underline, and :guilabel:`S` to " "strikethrough;" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:35 msgid "" "Change the font color by clicking :guilabel:`A` or the background color by " "clicking the **pencil** icon:" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:38 msgid "" "To choose from a predefined theme color, click :guilabel:`Theme` and select " "the desired color." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:39 msgid "" "To customize, click :guilabel:`Solid` and define a color using the wheel, by" " typing its hex code, or its RGBA values." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:41 msgid "" "To use a gradient, click :guilabel:`Gradient`, choose a predefined gradient " "or click :guilabel:`Custom` to create a personalized gradient." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:44 msgid "" "To change the text's size, click the **size number** and select the desired " "size;" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:45 msgid "" "Click the **lists** icons to turn the paragraph into an unordered list, an " "ordered list, or a checklist;" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:47 msgid "Click the **chain** icon to insert or edit an URL link." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst-1 msgid "Text editor's toolbox" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:53 msgid "" "To format a whole paragraph, type `/` anywhere in the text. Doing so opens " "the **powerbox**, which allows:" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:56 msgid "Changing a paragraph into lists (unordered, ordered, checklists)." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:57 msgid "" "Changing a paragraph into a header (1 โ†’ 6), normal text, `code`, or " "*quotes*." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:60 msgid "Cover pictures" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:62 msgid "" "You can customize your article by adding a cover picture and an icon. Hover " "above the h1 title and click :guilabel:`Add Cover`. A pop-up window opens to" " set a cover picture." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:65 msgid "" "If your database and your Unsplash account are associated, the cover picture" " is automatically selected based on the article's name. To modify it, hover " "over the picture to make the buttons appear, click :guilabel:`Change Cover`," " and select another image." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:69 msgid "Retrieve images from different sources:" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:71 msgid "Search the **Unsplash** database." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:72 msgid "Enter a picture's **URL**." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:73 msgid "**Upload** an image from a computer." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:75 msgid "" "To remove the cover, hover over it to make the buttons appear and click " ":guilabel:`Remove Cover`." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:78 msgid "" "To associate Unsplash with your database, please refer to " ":doc:`/applications/general/integrations/unsplash`." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:80 msgid "" "The articles are responsive, and so are the cover pictures. As a result, the" " images cannot be repositioned manually to fit a particular screen, as they " "automatically resize depending on the device." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:85 msgid "Icons" msgstr "Icon-icon" #: ../../content/applications/productivity/knowledge/articles_editing.rst:87 msgid "" "To add an icon, hover above the h1 title and click :guilabel:`Add Icon`. " "Doing this sets a random emoji automatically. To change it, click it and " "select one from the emoji window. To remove it, proceed equally and click " "the red-circled :guilabel:`x`." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:92 msgid "" "The emoji is also displayed before the corresponding article in the side " "panel hierarchic tree." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:93 msgid "" "Click the emoji on the side panel to change it without opening the related " "article." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:98 msgid "Commands" msgstr "Commands" #: ../../content/applications/productivity/knowledge/articles_editing.rst:100 msgid "" "To use a command, type `/` and open the **powerbox**. Type the command's " "name or select from multiple features to insert blocks, images, files, etc. " "Some of them, such as `/Image` or `/Article` are common to all the apps, but" " others are inherent to the knowledge app and cannot be found or used in any" " other application." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:106 msgid "List of commands" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:108 msgid "Commands are divided into multiple categories depending on their use." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:111 msgid "Structure" msgstr "Struktur" #: ../../content/applications/productivity/knowledge/articles_editing.rst:118 #: ../../content/applications/productivity/knowledge/articles_editing.rst:148 #: ../../content/applications/productivity/knowledge/articles_editing.rst:168 #: ../../content/applications/productivity/knowledge/articles_editing.rst:182 #: ../../content/applications/productivity/knowledge/articles_editing.rst:200 #: ../../content/applications/productivity/knowledge/articles_editing.rst:214 #: ../../content/applications/productivity/knowledge/articles_editing.rst:239 msgid "Command" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:119 #: ../../content/applications/productivity/knowledge/articles_editing.rst:149 #: ../../content/applications/productivity/knowledge/articles_editing.rst:169 #: ../../content/applications/productivity/knowledge/articles_editing.rst:183 #: ../../content/applications/productivity/knowledge/articles_editing.rst:201 #: ../../content/applications/productivity/knowledge/articles_editing.rst:215 #: ../../content/applications/productivity/knowledge/articles_editing.rst:240 msgid "Use" msgstr "Gunakan" #: ../../content/applications/productivity/knowledge/articles_editing.rst:120 msgid ":guilabel:`Bulleted list`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:121 msgid "Create a bulleted list." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:122 msgid ":guilabel:`Numbered list`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:123 msgid "Create a list with numbering." msgstr "Buat daftar dengan numbering." #: ../../content/applications/productivity/knowledge/articles_editing.rst:124 msgid ":guilabel:`Checklist`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:125 msgid "Track tasks with a checklist." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:126 msgid ":guilabel:`Table`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:127 msgid "Insert a table." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:128 msgid ":guilabel:`Separator`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:129 msgid "Insert an horizontal rule separator." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:130 msgid ":guilabel:`Quote`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:131 msgid "Add a blockquote section." msgstr "Tambahkan bagian blockquote." #: ../../content/applications/productivity/knowledge/articles_editing.rst:132 msgid ":guilabel:`Code`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:133 msgid "Add a code section." msgstr "Tambahkan bagian kode." #: ../../content/applications/productivity/knowledge/articles_editing.rst:134 msgid ":guilabel:`2 columns`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:135 msgid "Convert into 2 columns." msgstr "Konversikan menjadi 2 kolom." #: ../../content/applications/productivity/knowledge/articles_editing.rst:136 msgid ":guilabel:`3 columns`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:137 msgid "Convert into 3 columns." msgstr "Konversikan menjadi 3 kolom." #: ../../content/applications/productivity/knowledge/articles_editing.rst:138 msgid ":guilabel:`4 columns`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:139 msgid "Convert into 4 columns." msgstr "Konversikan menjadi 4 kolom." #: ../../content/applications/productivity/knowledge/articles_editing.rst:141 msgid "Format" msgstr "Format" #: ../../content/applications/productivity/knowledge/articles_editing.rst:150 msgid ":guilabel:`Heading 1`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:151 msgid "Big section heading." msgstr "Heading seksi yang besar." #: ../../content/applications/productivity/knowledge/articles_editing.rst:152 msgid ":guilabel:`Heading 2`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:153 msgid "Medium section heading." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:154 msgid ":guilabel:`Heading 3`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:155 msgid "Small section heading." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:156 msgid ":guilabel:`Switch direction`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:157 msgid "Switch the text's direction." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:158 #: ../../content/applications/productivity/knowledge/properties.rst:34 msgid ":guilabel:`Text`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:159 msgid "Paragraph block." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:161 msgid "Media" msgstr "Media" #: ../../content/applications/productivity/knowledge/articles_editing.rst:170 msgid ":guilabel:`Image`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:171 msgid "Insert an image." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:172 msgid ":guilabel:`Article`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:173 msgid "Link an article." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:175 msgid "Navigation" msgstr "Navigasi" #: ../../content/applications/productivity/knowledge/articles_editing.rst:184 msgid ":guilabel:`Link`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:185 msgid "Add a link." msgstr "Tambahkan link." #: ../../content/applications/productivity/knowledge/articles_editing.rst:186 msgid ":guilabel:`Button`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:187 msgid "Add a button." msgstr "Tambahkan tombol." #: ../../content/applications/productivity/knowledge/articles_editing.rst:188 msgid ":guilabel:`Appointment`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:189 msgid "Add a specific appointment." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:190 msgid ":guilabel:`Calendar`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:191 msgid "Schedule an appointment." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:193 msgid "Widget" msgstr "Widget" #: ../../content/applications/productivity/knowledge/articles_editing.rst:202 msgid ":guilabel:`3 Stars`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:203 msgid "Insert a rating over 3 stars." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:204 msgid ":guilabel:`5 Stars`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:205 msgid "Insert a rating over 5 stars." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:216 msgid ":guilabel:`Table of Content`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:217 msgid "Add a table of content with the article's headings." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:218 msgid ":guilabel:`Index`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:219 msgid "Show the first level of nested articles." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:220 msgid ":guilabel:`Outline`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:221 msgid "Show all nested articles." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:222 msgid ":guilabel:`Item Kanban`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:223 msgid "Insert a kanban view of article items." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:224 msgid ":guilabel:`Item List`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:225 msgid "Insert a list view of article items." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:226 msgid ":guilabel:`File`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:227 msgid "Embed a file that can be downloaded." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:228 msgid ":guilabel:`Template`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:229 msgid "" "Add a template section that can be inserted in messages, terms & conditions," " or description in other applications." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:232 msgid "Basic Blocks" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:241 msgid ":guilabel:`Signature`" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:242 msgid "Insert your signature." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:245 msgid "Content from other apps" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:247 msgid "" "Knowledge allows to retrieve content views from other applications. To do " "so, go to the targeted app and create the desired view. Then, click " ":menuselection:`Favorite --> Insert view in article` and select an article. " "The view is inserted at the bottom of the selected article." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:252 msgid "" "To retrieve the view below, we created it by going to :menuselection:`Sales " "--> Graph icon --> Pie Chart icon` and inserted it by clicking " ":menuselection:`Favorite --> Insert view in article` and selecting the " "*Sales Playbook* article." msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:0 msgid "article view from the Sales app" msgstr "" #: ../../content/applications/productivity/knowledge/articles_editing.rst:261 msgid "" "Users who do **not** have access to the view will **not** be able to access " "it in **Knowledge** even though they have access to the article containing " "the view." msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:3 msgid "Articles management" msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:5 msgid "" "Managing articles effectively is key to maximizing the value of your " "knowledge resources, whether working on a research project, studying for an " "exam, or building a knowledge database for your business. Knowledge allows " "you to fully manage your articles, from :ref:`creation ` " "to :ref:`removal `, through :ref:`sharing " "` and :ref:`structure `." msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:11 msgid "" "You can find most tools to manage articles by clicking the vertical ellipsis" " button (:guilabel:`โ‹ฎ`) at the right side of the top bar. From there, you " "can move, lock, delete, or duplicate an article." msgstr "" #: ../../content/applications/productivity/knowledge/management.rst-1 msgid "Menu with tools for the management of articles" msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:18 msgid "Creation, sharing, and removal of articles" msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:23 msgid "Creation" msgstr "Pembuatan" #: ../../content/applications/productivity/knowledge/management.rst:25 msgid "" "To create articles, click the :guilabel:`+ New` button on the right side of " "the top bar or the :guilabel:`+` button next to a category or another " "article." msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:29 msgid "" "Create private articles quickly with the Alt/Option + C keyboard shortcut." msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:34 msgid "Sharing" msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:36 msgid "" "You can share articles with internal or external users. To do so, open the " "share menu by clicking :guilabel:`Share` in the top-right menu of articles." msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:40 msgid "Invite users" msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:42 msgid "" "To share articles with specific users (internal or external, such as a " "partner or a customer), click :guilabel:`Invite`. This opens a pop-up window" " in which you can choose the :guilabel:`Permission` :ref:`(i.e, access " "rights) ` and enter the :guilabel:`Recipients`' name " "or email." msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:47 msgid "" "You can also restrict a specific user from accessing the article by " "selecting :guilabel:`No access` permission." msgstr "" #: ../../content/applications/productivity/knowledge/management.rst-1 msgid "pop-up window to invite users to access a Knowledge article" msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:54 msgid "Share online" msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:56 msgid "" "To share articles **online**, activate the :guilabel:`Share to web` button. " "Doing so generates a URL link anyone can use to view the article." msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:59 msgid "" "Additionally, the share menu displays the default permission for internal " "members along with all the users who have been granted specific permission." msgstr "" #: ../../content/applications/productivity/knowledge/management.rst-1 msgid "Sharing menu with URL for online sharing and the list of members." msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:68 msgid "Removal" msgstr "Pengambilan" #: ../../content/applications/productivity/knowledge/management.rst:70 msgid "To remove an article, you can either **delete** it or **archive** it." msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:72 msgid "" "To delete an article, open it and click the vertical ellipsis button " ":menuselection:`(โ‹ฎ) --> Delete`. The article is moved to the trash for 30 " "days before being permanently deleted. To restore it, click :guilabel:`Open " "the Trash`, select the article, and click :guilabel:`Restore`." msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:76 msgid "" "To archive articles, click :guilabel:`Search`, select the article(s), and " "click :menuselection:`Action --> Archive --> Archive`. Archived articles are" " hidden from the search menu. To retrieve an archived article, add a custom " "filter to display them (:menuselection:`Search --> Filters --> Add Custom " "Filter`, and set :guilabel:`Active` as :guilabel:`is No`). Then, select the " "article(s) and go to :menuselection:`Action --> Unarchive`." msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:85 msgid "Structure of articles" msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:87 msgid "" "Articles are organized into a hierarchical structure wherein the article on " "top is a parent article, and those underneath are called nested articles. " "This structure allows the grouping of related articles." msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:91 msgid "" "To establish this hierarchy, create new articles by clicking the " ":guilabel:`+` button next to the parent-to-be article, or move existing " "articles by either dragging and dropping them under the parent-to-be or by " "clicking the vertical ellipsis button (:guilabel:`โ‹ฎ`), clicking " ":guilabel:`Move To` on the toolbox and selecting the article to use as a " "parent." msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:99 msgid "Categories" msgstr "Kategori" #: ../../content/applications/productivity/knowledge/management.rst:101 msgid "" "Additionally, articles are divided into four categories that can be found on" " the left sidebar. These categories give articles default **access rights**." msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:104 msgid "" ":guilabel:`Favorites`: You can set any article you can access as a favorite." " To do so, click the star-shaped icon (:guilabel:`โ˜…`) in the top-right menu " "of articles. Marking articles as **favorites** is user-specific and does not" " affect other users." msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:107 msgid "" ":guilabel:`Workspace`: Articles displayed in that category are available to " "all internal users. These users have the right to read, modify or share " "these articles." msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:109 msgid "" ":guilabel:`Shared`: Articles displayed in that category are those you shared" " with internal users, external users, or shared with you." msgstr "" #: ../../content/applications/productivity/knowledge/management.rst:111 msgid "" ":guilabel:`Private`: Articles displayed in that category are only available " "to you." msgstr "" #: ../../content/applications/productivity/knowledge/management.rst-1 msgid "Categories displayed in the left sidebar of Odoo Knowledge" msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:3 msgid "Properties" msgstr "Properti-Properti" #: ../../content/applications/productivity/knowledge/properties.rst:5 msgid "" "Properties are fields containing data and that can be added to articles by " "any user with **write** access. These fields are shared between all the " "child articles and article items under the same parent." msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:10 msgid "" "To be able to add properties, an article must be either a **child article** " "or an **article item**." msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:14 msgid "Add property fields" msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:16 msgid "" "Hover above the first-level header to make the buttons appear. Click " ":menuselection:`โš™ Add Properties --> Field Type`, select the type and add a " "default value if needed. To make the fields appear in **kanban views**, " "check :guilabel:`View in Kanban` as well. To validate and close the property" " creation window, click anywhere." msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst-1 msgid "Dropdown of property fields types" msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:25 msgid "The different types assess what the field content can be:" msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:32 #: ../../content/applications/productivity/knowledge/properties.rst:58 msgid "Types" msgstr "Tipe" #: ../../content/applications/productivity/knowledge/properties.rst:33 #: ../../content/applications/productivity/knowledge/properties.rst:59 msgid "Uses" msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:35 msgid "Allows adding any content with no restriction." msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:36 msgid ":guilabel:`Checkbox`" msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:37 msgid "Add a checkbox." msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:38 msgid ":guilabel:`Integer`" msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:39 msgid "Allows adding integer numbers." msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:40 msgid ":guilabel:`Decimal`" msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:41 msgid "Allows adding any number." msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:42 msgid ":guilabel:`Date`" msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:43 msgid "Allows selecting a date." msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:44 msgid ":guilabel:`Date & Time`" msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:45 msgid "Allows selecting a date and time." msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:47 msgid "Some **field types** need to be configured:" msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst-1 msgid "property configuration form" msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:60 msgid ":guilabel:`Selection`" msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:61 msgid "" "Add a drop-down selection menu with restricted values that have been set at " "the property creation." msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:64 msgid "" "To set it up, click :guilabel:`Add a Value` next to the :guilabel:`Values` " "field. Enter predetermined values and press **enter** to validate; you can " "enter as many values as needed. Click anywhere to close the property " "creation window." msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:67 msgid ":guilabel:`Tags`" msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:68 msgid "Allows creating and applying as many tags as needed." msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:70 msgid "" "To set it up, enter your `new_tag` in the :guilabel:`Tags` field, and press " "**enter** or click :guilabel:`Create \"new_tag\"`. Click anywhere to close " "the window. Then, add the tags into the property field. To do so, click the " "property field and choose from the created tags; enter the tags' name and " "press **enter**; enter a new tag's name and create a new one on the spot." msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:75 msgid ":guilabel:`Many2one`" msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:76 msgid "" "Choose from a list of records that result from a model's domain. You can " "only select one result." msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:79 #: ../../content/applications/productivity/knowledge/properties.rst:86 msgid "" "To set it up, click :guilabel:`Search a Model` in the :guilabel:`Model` " "field, select the model. Match all records by clicking :guilabel:`## " "Record(s)`, or filter the results by clicking :guilabel:`+ Add Filter` and " "show the records by clicking :guilabel:`## Record(s)`." msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:82 msgid ":guilabel:`Many2many`" msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:83 msgid "" "Choose from a list of records that result from a model's domain. You can " "select as many results as needed." msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:91 msgid "Delete property fields" msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:93 msgid "" "To remove a property, click the **pencil** icon next to the targeted " "property, then click :menuselection:`Delete --> Delete`." msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:97 msgid "Once a property field is deleted, you cannot retrieve it." msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:100 msgid "Hide the property panel" msgstr "" #: ../../content/applications/productivity/knowledge/properties.rst:102 msgid "" "To hide the property sidebar panel, click the gear :guilabel:`(โš™)` button." msgstr "" #: ../../content/applications/productivity/sign.rst:3 msgid "Sign" msgstr "Sign" #: ../../content/applications/productivity/sign.rst:5 msgid "" "**Odoo Sign** allows you to send, sign, and approve documents online, using " "electronic signatures." msgstr "" #: ../../content/applications/productivity/sign.rst:7 msgid "" "An **electronic signature** shows a person's agreement to the content of a " "document. Just like a handwritten signature, the electronic one represents a" " legal bounding by the terms of the signed document." msgstr "" #: ../../content/applications/productivity/sign.rst:11 msgid "" "With Sign, you can upload any PDF file and add fields to it. These fields " "can be automatically filled in with the user's details present in your " "database." msgstr "" #: ../../content/applications/productivity/sign.rst:15 msgid "`Odoo Sign: product page `_" msgstr "" #: ../../content/applications/productivity/sign.rst:16 msgid "`Odoo Tutorials: Sign [video] `_" msgstr "" #: ../../content/applications/productivity/sign.rst:19 msgid "Validity of electronic signatures" msgstr "" #: ../../content/applications/productivity/sign.rst:21 msgid "" "Documents signed via the Sign app are valid electronic signatures in the " "European Union and the United States of America. They also meet the " "requirements for electronic signatures in most countries. The legal validity" " of electronic signatures generated by Odoo depends on your country's " "legislation. Companies doing business abroad should also consider other " "countries' electronic signature laws." msgstr "" #: ../../content/applications/productivity/sign.rst:28 msgid "European Union" msgstr "Uni Eropa" #: ../../content/applications/productivity/sign.rst:30 msgid "" "The `eIDAS regulation `_ " "establishes the framework for electronic signatures in the `27 member states" " of the European Union `_. It distinguishes three types of electronic signatures:" msgstr "" #: ../../content/applications/productivity/sign.rst:35 msgid "Simple electronic signatures" msgstr "" #: ../../content/applications/productivity/sign.rst:36 msgid "Advanced electronic signatures" msgstr "" #: ../../content/applications/productivity/sign.rst:37 msgid "Qualified electronic signatures" msgstr "" #: ../../content/applications/productivity/sign.rst:39 msgid "" "Odoo generates the first type, **simple electronic signatures**; these " "signatures are legally valid in the EU, as stated in the eIDAS regulation." msgstr "" #: ../../content/applications/productivity/sign.rst:42 msgid "" "Electronic signatures may not be automatically recognized as valid. You may " "need to bring supporting evidence of a signature's validity. While the Sign " "app provides a simple electronic signature, some supporting evidence is " "automatically collected during the signature process, such as:" msgstr "" #: ../../content/applications/productivity/sign.rst:47 msgid "Email and SMS validation (if enabled)" msgstr "" #: ../../content/applications/productivity/sign.rst:48 msgid "" "Strong identity proof through itsmeยฎ (available in Belgium and the " "Netherlands)" msgstr "" #: ../../content/applications/productivity/sign.rst:49 msgid "" "Timestamped, IP and geographically traceable access logs to the documents " "and their associated signatures" msgstr "" #: ../../content/applications/productivity/sign.rst:51 msgid "" "Document traceability and inalterability (any alteration made to a signed " "document is detected by Odoo with the use of cryptographic proofs)" msgstr "" #: ../../content/applications/productivity/sign.rst:55 msgid "United States of America" msgstr "" #: ../../content/applications/productivity/sign.rst:57 msgid "" "The `ESIGN Act (Electronic Signatures in Global and National Commerce Act) " "`_, at the " "interstate and international levels, and the `UETA (Uniform Electronic " "Transactions Act) `_," " at the state level, provide the legal framework for electronic signatures. " "Note that `Illinois " "`_ and `New York " "`_ have not " "adopted the UETA, but similar acts instead." msgstr "" #: ../../content/applications/productivity/sign.rst:66 msgid "" "Overall, to be recognized as valid, electronic signatures have to meet five " "criteria:" msgstr "" #: ../../content/applications/productivity/sign.rst:68 msgid "" "The signer must show a clear **intent to sign**. For example, using a mouse " "to draw a signature can show intent. The signer must also have the option to" " opt out of the electronic document." msgstr "" #: ../../content/applications/productivity/sign.rst:70 msgid "" "The signer must first express or imply their **consent to conduct business " "electronically**." msgstr "" #: ../../content/applications/productivity/sign.rst:71 msgid "" "**The signature must be clearly attributed**. In Odoo, metadata, such as the" " signer's IP address, is added to the signature, which can be used as " "supporting evidence." msgstr "" #: ../../content/applications/productivity/sign.rst:73 msgid "" "**The signature must be associated with the signed document**, for example, " "by keeping a record detailing how the signature was captured." msgstr "" #: ../../content/applications/productivity/sign.rst:75 msgid "" "Electronically signed documents need to be **retained and stored** by all " "parties involved; for example, by providing the signer either a fully-" "executed copy or the possibility to download a copy." msgstr "" #: ../../content/applications/productivity/sign.rst:80 msgid "" "The above information has no legal value; it is only provided for general " "informational purposes. As laws governing electronic signatures rapidly " "evolve, we cannot guarantee that all information is up-to-date. We advise " "contacting a local attorney for legal advice regarding electronic signature " "compliance and validity." msgstr "" #: ../../content/applications/productivity/sign.rst:86 msgid "Send a document to sign" msgstr "" #: ../../content/applications/productivity/sign.rst:89 msgid "One-time signature" msgstr "" #: ../../content/applications/productivity/sign.rst:91 msgid "" "You can click :guilabel:`Upload a PDF to sign` from your dashboard for a " "one-time signature. Select your document, open it, and drag and drop the " "required :ref:`fields ` in your document. You can modify the " ":ref:`role ` assigned to a field by clicking on it and selecting " "the one you want." msgstr "" #: ../../content/applications/productivity/sign.rst:96 msgid "" "When ready, click :guilabel:`Send`, and fill in the required fields. Once " "sent, your document remains available. Go to :menuselection:`Documents --> " "All Documents` to see your document and the status of the signatures." msgstr "" #: ../../content/applications/productivity/sign.rst-1 msgid "Signature status" msgstr "" #: ../../content/applications/productivity/sign.rst:104 msgid "Validity dates and reminders" msgstr "" #: ../../content/applications/productivity/sign.rst:106 msgid "" "You can set **validity dates** on limited-duration agreement documents or " "send **automatic email reminders** to obtain signatures on time. From your " "dashboard, click :guilabel:`Send` on your document. On the new page, go to " "the :guilabel:`Options` section and fill in the :guilabel:`Valid Until` and " ":guilabel:`Reminder` fields." msgstr "" #: ../../content/applications/productivity/sign.rst:112 #: ../../content/applications/productivity/spreadsheet/templates.rst:3 msgid "Templates" msgstr "Contoh" #: ../../content/applications/productivity/sign.rst:114 msgid "" "You can create document templates when you have to send the same document " "several times. From your dashboard, click :guilabel:`Upload a PDF template`." " Select the document and add the required :ref:`fields `. You " "can modify the :ref:`role ` of a field by clicking on it and " "selecting the one you want." msgstr "" #: ../../content/applications/productivity/sign.rst:119 msgid "" "Click :guilabel:`Template Properties` to add :guilabel:`Tags` to your " "template, define a :guilabel:`Signed Document Workspace`, add " ":guilabel:`Signed Document Tags`, set a :guilabel:`Redirect Link` that will " "be available in the signature confirmation message received after the " "signature, or define :guilabel:`Authorized Users` if you want to restrict " "the use of your template to specific authorized users or groups." msgstr "" #: ../../content/applications/productivity/sign.rst:125 msgid "" "Your templates are visible by default on your dashboard. You can click " ":guilabel:`Send` to quickly send a document template to a signer or " ":guilabel:`Sign Now` if you are ready to sign your document immediately." msgstr "" #: ../../content/applications/productivity/sign.rst:130 msgid "" "You can **create a template from a document that was previously sent**. To " "do so, go to :menuselection:`Documents --> All Documents`. On the document " "you want to retrieve, click on the the vertical ellipsis (:guilabel:`โ‹ฎ`), " "then :guilabel:`Template`. Click on the vertical ellipsis (:guilabel:`โ‹ฎ`) " "again, then :guilabel:`Restore`. Your document now appears on your dashboard" " next to your other templates." msgstr "" #: ../../content/applications/productivity/sign.rst:139 msgid "Roles" msgstr "Peran-Peran" #: ../../content/applications/productivity/sign.rst:141 msgid "" "Each field in a Sign document is related to a role corresponding to a " "specific person. When a document is being signed, the person assigned to the" " role must fill in their assigned fields and sign it." msgstr "" #: ../../content/applications/productivity/sign.rst:145 msgid "" "Roles are available by going to :menuselection:`Sign --> Configuration --> " "Roles`." msgstr "" #: ../../content/applications/productivity/sign.rst:147 msgid "" "It is possible to update existing roles or to create new roles by clicking " "on :guilabel:`New`. Choose a :guilabel:`Role Name`, add an :guilabel:`Extra " "Authentication Step` to confirm the identity of the signing person, and if " "the document can be reassigned to another contact, select :guilabel:`Change " "Authorized` for the role. A :guilabel:`Color` can also be chosen for the " "role. This color can help understand which roles are responsible for which " "field when configuring a template." msgstr "" #: ../../content/applications/productivity/sign.rst:155 msgid "Secured identification" msgstr "" #: ../../content/applications/productivity/sign.rst:157 msgid "" "As the owner of a document, you may request an :guilabel:`Extra " "Authentication Step` through :ref:`SMS verification ` or via " ":ref:`Itsmeยฎ ` (available in Belgium and the Netherlands). Both " "authentication options require :ref:`credits `. If you " "do not have any credits left, the authentication steps will be skipped." msgstr "" #: ../../content/applications/productivity/sign.rst:163 msgid ":doc:`In-App Purchase (IAP) <../essentials/in_app_purchase>`" msgstr "" #: ../../content/applications/productivity/sign.rst:164 msgid "" ":doc:`SMS pricing and FAQ " "<../marketing/sms_marketing/pricing/pricing_and_faq>`" msgstr "" #: ../../content/applications/productivity/sign.rst:169 msgid "SMS verification" msgstr "" #: ../../content/applications/productivity/sign.rst:171 msgid "" "Go to :menuselection:`Sign --> Configuration --> Roles`. Click in the " ":guilabel:`Extra Authentication Step` column for the role, and select " ":guilabel:`Unique Code Via SMS`." msgstr "" #: ../../content/applications/productivity/sign.rst:175 msgid "" "Before being able to send SMS Text Messages, you need to register your phone" " number. To do so, go to :menuselection:`Sign --> Configuration --> " "Settings` and click :guilabel:`Buy credits` under :guilabel:`Authenticate by" " SMS`." msgstr "" #: ../../content/applications/productivity/sign.rst:179 msgid "" "Go to the document to sign, add the field for which the SMS verification is " "required, for example, the :guilabel:`Signature` field, and click " ":guilabel:`Send`. On the new page, select the :guilabel:`customer` and click" " :guilabel:`Send`." msgstr "" #: ../../content/applications/productivity/sign.rst:183 msgid "" "The person signing the document fills in the :guilabel:`Signature` field, " "then :guilabel:`Sign`, and clicks :guilabel:`Validate & Send Completed " "Document`. A :guilabel:`Final Validation` page pops up where to add their " "phone number. One-time codes are sent by SMS." msgstr "" #: ../../content/applications/productivity/sign.rst-1 msgid "Add a hash to your document" msgstr "" #: ../../content/applications/productivity/sign.rst:191 msgid "This feature is enabled by default." msgstr "" #: ../../content/applications/productivity/sign.rst:192 msgid "" "As soon as the :guilabel:`Extra Authentication Step` applies to a role, this" " validation step is requested for any field assigned to this role." msgstr "" #: ../../content/applications/productivity/sign.rst:198 msgid "Itsmeยฎ" msgstr "" #: ../../content/applications/productivity/sign.rst:200 msgid "" "Itsmeยฎ authentication can be used to allow signatories to provide their " "identity using itsmeยฎ. This feature is only available in **Belgium** and the" " **Netherlands**." msgstr "" #: ../../content/applications/productivity/sign.rst:203 msgid "" "The feature can be enabled in :guilabel:`Sign Settings` and applies " "automatically to the :guilabel:`Customer (identified with itsmeยฎ)` role. To " "enable it for other roles, go to :menuselection:`Sign --> Configuration --> " "Roles`. Click in the :guilabel:`Extra Authentication Step` column for the " "role, and select :guilabel:`Via itsmeยฎ`." msgstr "" #: ../../content/applications/productivity/sign.rst:208 msgid "" "Go to the document that needs to be signed and add the :guilabel:`Signature`" " field. Switch to any role configured to use the feature, and click " ":guilabel:`Validate` and :guilabel:`Send`." msgstr "" #: ../../content/applications/productivity/sign.rst-1 msgid "select customer identified with itsmeยฎ" msgstr "" #: ../../content/applications/productivity/sign.rst:214 msgid "" "Upon signing the document, the signer completes the :guilabel:`Signature` " "field and proceeds by clicking on :guilabel:`Validate & Send Completed " "Document`, triggering a :guilabel:`Final verification` page where " "authentication via itsmeยฎ is required." msgstr "" #: ../../content/applications/productivity/sign.rst:219 msgid "Signatory hash" msgstr "" #: ../../content/applications/productivity/sign.rst:221 msgid "" "Each time someone signs a document, a **hash** - a unique digital signature " "of the operation - is generated to ensure traceability, integrity, and " "inalterability. This process guarantees that any changes made after a " "signature is affixed can be easily detected, maintaining the document's " "authenticity and security throughout its lifecycle." msgstr "" #: ../../content/applications/productivity/sign.rst:226 msgid "" "A visual security frame displaying the beginning of the hash is added to the" " signatures. Internal users can hide or show it by turning the " ":guilabel:`Frame` option on or off when signing the document." msgstr "" #: ../../content/applications/productivity/sign.rst-1 msgid "Adding the visual security frame to a signature." msgstr "" #: ../../content/applications/productivity/sign.rst:238 msgid "" "Tags can be used to categorize and organize documents, allowing users to " "quickly search for and filter documents based on specific criteria." msgstr "" #: ../../content/applications/productivity/sign.rst:241 msgid "" "You can manage tags by going to :menuselection:`Configuration --> Tags`. To " "create a tag, click :guilabel:`New`. On the new line, add the :guilabel:`Tag" " Name` and select a :guilabel:`Color Index` for your tag." msgstr "" #: ../../content/applications/productivity/sign.rst:245 msgid "" "To apply a tag to a document, use the dropdown list available in your " "document." msgstr "" #: ../../content/applications/productivity/sign.rst:248 msgid "" "You can modify the tags of a signed document by going to " ":menuselection:`Documents --> All Documents`, clicking the vertical ellipsis" " (:guilabel:`โ‹ฎ`) on your document, then :guilabel:`Details`, and modifying " "your :guilabel:`Tags`." msgstr "" #: ../../content/applications/productivity/sign.rst:253 msgid "Sign order" msgstr "" #: ../../content/applications/productivity/sign.rst:255 msgid "" "When a document needs to be signed by different parties, the signing order " "lets you control the order in which your recipients receive it for " "signature." msgstr "" #: ../../content/applications/productivity/sign.rst:258 msgid "" "After uploading a PDF with at least two signature fields with two different " "roles and clicking :guilabel:`Send`, toggle the :guilabel:`Specify Signing " "Order` button and search for the signer's name or email information to add " "them. You can decide on the signing order by typing **1** or **2** in the " "first column." msgstr "" #: ../../content/applications/productivity/sign.rst:263 msgid "" "Each recipient receives the signature request notification only once the " "previous recipient has completed their action." msgstr "" #: ../../content/applications/productivity/sign.rst:267 msgid "" "`Odoo Quick Tips: Sign order [video] " "`_" msgstr "" #: ../../content/applications/productivity/sign.rst:272 msgid "Field types" msgstr "" #: ../../content/applications/productivity/sign.rst:274 msgid "" "Fields are used in a document to indicate what information must be completed" " by the signers. You can add fields to your document simply by dragging and " "dropping them for the left column into your document." msgstr "" #: ../../content/applications/productivity/sign.rst:278 msgid "" "Various field types can be used to sign documents (placeholder, " "autocompletion, etc.). By configuring your own field types, also known as " "signature item types, the signing process can be even faster for your " "customers, partners, and employees." msgstr "" #: ../../content/applications/productivity/sign.rst:282 msgid "" "To create and edit field types, go to :menuselection:`Sign --> Configuration" " --> Settings --> Edit field types`." msgstr "" #: ../../content/applications/productivity/sign.rst:285 msgid "" "You can select an existing field by clicking on it, or you can " ":guilabel:`Create` a new one. First, edit the :guilabel:`Field Name`. Then, " "select a :guilabel:`Field Type`:" msgstr "" #: ../../content/applications/productivity/sign.rst:288 msgid "" ":guilabel:`Signature`: users are asked to enter their signature either by " "drawing it, generating an automatic one based on their name, or uploading a " "local file (usually an image). Each subsequent :guilabel:`Signature` field " "type then reuses the data entered in the first field." msgstr "" #: ../../content/applications/productivity/sign.rst:291 msgid "" ":guilabel:`Initial`: users are asked to enter their initials, in a similar " "way to the :guilabel:`Signature` field." msgstr "" #: ../../content/applications/productivity/sign.rst:293 msgid ":guilabel:`Text`: users enter text on a single line." msgstr "" #: ../../content/applications/productivity/sign.rst:294 msgid ":guilabel:`Multiline Text`: users enter text on multiple lines." msgstr "" #: ../../content/applications/productivity/sign.rst:295 msgid "" ":guilabel:`Checkbox`: users can tick a box (e.g., to mark their approval or " "consent)." msgstr "" #: ../../content/applications/productivity/sign.rst:296 msgid "" ":guilabel:`Selection`: users choose a single option from a variety of " "options." msgstr "" #: ../../content/applications/productivity/sign.rst:298 msgid "" "The :guilabel:`Auto-fill Partner Field` setting is used to automatically " "fill in a field during the signature process. It uses the value of one of " "the fields on the contact (`res.partner`) model of the person signing the " "document. To do so, enter the contact model field's technical name." msgstr "" #: ../../content/applications/productivity/sign.rst:303 msgid "" "To know the technical name of a field, enable developer mode and hover your " "mouse on the question mark next to the field." msgstr "" #: ../../content/applications/productivity/sign.rst:307 msgid "" "Auto-completed values are suggestions and can be modified as required by the" " person signing the document." msgstr "" #: ../../content/applications/productivity/sign.rst:310 msgid "" "The size of the fields can also be changed by editing the :guilabel:`Default" " Width` and :guilabel:`Default Height`. Both sizes are defined as a " "percentage of the full page expressed as a decimal, with 1 equalling the " "full page's width or height. By default, the width of new fields you create " "is set to 15% (0.150) of a full page's width, while their height is set to " "1.5% (0.015) of a full page's height." msgstr "" #: ../../content/applications/productivity/sign.rst:316 msgid "" "Next, write a :guilabel:`Tip`. Tips are displayed inside arrows on the left-" "hand side of the user's screen during the signing process to help them " "understand what the step entails (e.g., \"Sign here\" or โ€œFill in your " "birthdateโ€). You can also use a :guilabel:`Placeholder` text to be displayed" " inside the field before it is completed." msgstr "" #: ../../content/applications/productivity/sign.rst-1 msgid "Tip and placeholder example in Odoo Sign" msgstr "" #: ../../content/applications/productivity/spreadsheet.rst:6 msgid "Spreadsheet" msgstr "Spreadsheet" #: ../../content/applications/productivity/spreadsheet.rst:14 msgid "" "Spreadsheet lets you organize, analyze, and visualize your data in tabular " "form. Among others, you can:" msgstr "" #: ../../content/applications/productivity/spreadsheet.rst:17 msgid "" ":doc:`Insert and link your Odoo data (pivots, graphs, lists, and menus) " "`." msgstr "" #: ../../content/applications/productivity/spreadsheet.rst:18 msgid "" ":doc:`Use default templates or create new ones `." msgstr "" #: ../../content/applications/productivity/spreadsheet.rst:19 msgid "Format data." msgstr "" #: ../../content/applications/productivity/spreadsheet.rst:20 msgid "Use formulas and functions." msgstr "" #: ../../content/applications/productivity/spreadsheet.rst:21 msgid "Sort and filter data." msgstr "" #: ../../content/applications/productivity/spreadsheet.rst:26 msgid "Glossary" msgstr "" #: ../../content/applications/productivity/spreadsheet.rst:28 msgid "" "Some of Spreadsheet's main :abbr:`UI (user interface)` elements are " "highlighted and defined below." msgstr "" #: ../../content/applications/productivity/spreadsheet.rst-1 msgid "Spreadsheet main UI elements" msgstr "" #: ../../content/applications/productivity/spreadsheet.rst:34 msgid "Menu bar" msgstr "" #: ../../content/applications/productivity/spreadsheet.rst:35 msgid "Top bar" msgstr "" #: ../../content/applications/productivity/spreadsheet.rst:36 msgid "Formula bar" msgstr "" #: ../../content/applications/productivity/spreadsheet.rst:37 msgid "Filters button" msgstr "" #: ../../content/applications/productivity/spreadsheet.rst:38 msgid "Row header" msgstr "" #: ../../content/applications/productivity/spreadsheet.rst:39 msgid "Column header" msgstr "" #: ../../content/applications/productivity/spreadsheet.rst:40 msgid "Cell menu" msgstr "" #: ../../content/applications/productivity/spreadsheet.rst:41 msgid "Bottom bar" msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:3 msgid "Link Odoo data" msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:5 msgid "" "You can insert and link several elements from your database in your " "spreadsheets, namely:" msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:7 msgid "pivots," msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:8 msgid "graphs," msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:9 msgid "lists, and" msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:10 msgid "links to menus (i.e., a clickable link to a view of a specific model)." msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:12 msgid "" "Before inserting :ref:`pivots `, :ref:`graphs " "`, or lists, ensure they are tailored to your needs, " "as some elements are more quickly - or only - configurable in their " "respective view." msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:16 msgid "" "To insert pivots and graphs, click :guilabel:`Insert in spreadsheet` from " "any pivot or graph view." msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:17 msgid "" "To insert lists, click :menuselection:`Favorites --> Insert list in " "spreadsheet` from any list view." msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:19 msgid "" "To insert links to menus, click :menuselection:`Favorites --> Link menu in " "spreadsheet` from any view." msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:22 msgid "" "In the pop-up box, either create a new spreadsheet by selecting " ":guilabel:`Blank spreadsheet` or insert it in an existing one by selecting " "it and clicking :guilabel:`Confirm`." msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst-1 msgid "Inserting a pivot in a spreadsheet" msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:30 msgid "" "By default, new spreadsheets are saved under the :guilabel:`Spreadsheet` " "workspace of the Documents app." msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:36 msgid "Updating data" msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:38 msgid "" "Once inserted in a spreadsheet, your data is kept up-to-date, reflecting any" " changes made to your database. Reopening the spreadsheet reloads the linked" " data." msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:42 msgid "" "To update pivots and lists data without reopening a spreadsheet, go to the " "menu bar and click :menuselection:`Data --> Refresh all data`." msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:46 msgid "Pivot data" msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:48 msgid "" "Using :guilabel:`Refresh all data` only updates existing pivot cells. If new" " cells need to be added, go to the menu bar and click :menuselection:`Data " "--> Re-insert pivot` to fully update the pivot. Alternatively, click " ":guilabel:`Insert pivot`, select the pivot, and tick :guilabel:`Display " "missing cells only` to preview first the missing data." msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:0 msgid "Displaying missing cells in a pivot" msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:57 msgid "" "To change which records are :ref:`used by the pivot `, right-click on a pivot cell, select :guilabel:`See pivot " "properties`, and click :guilabel:`Edit domain`." msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst:5 msgid "" "Spreadsheet templates allow you to quickly create spreadsheets without " "starting from scratch." msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst:7 msgid "" "Several pre-built templates are available when creating a new spreadsheet " "from the **Documents** app, such as:" msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst:10 msgid ":ref:`budget reports `," msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst:11 msgid ":ref:`pipeline revenue reports `, or" msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst:12 msgid ":ref:`sales commission report `." msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst-1 msgid "View of all the default templates" msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst:17 msgid "" "You can also :ref:`save any spreadsheet as a template ` and " ":ref:`manage and edit existing templates `." msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst:21 msgid "Default templates" msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst:26 msgid "Accounting: budget reports" msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst:28 msgid "" "Budget reports compare a company's actual spending with its budget over a " "defined period. Two templates are available: one uses quarterly intervals " "(:guilabel:`Budget Report (Quarterly)`), while the other uses monthly " "intervals (:guilabel:`Budget Report (Monthly)`)." msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst-1 msgid "Extract of a budget report" msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst:35 msgid "" "The cells under the :guilabel:`Actuals` column are automatically filled in " "with the amount of money made and spent over the corresponding period (month" " or quarter). The data is taken from posted journal items under :ref:`income" " and expense accounts `." msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst:40 msgid "" "Journal items under the :guilabel:`Other Income` account type are not " "considered when collecting data." msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst:43 msgid "" "To analyze your budget's performance, fill the cells under the " ":guilabel:`Budget` column with how much money you expect to make " "(:guilabel:`Income` rows) and spend (:guilabel:`Expenses` rows) over the " "related period and per account. Then, the performance (:guilabel:`Perf.`) " "column compares :guilabel:`Actuals` data to their corresponding budget, " "expressed as a percentage." msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst:48 msgid "" "Lastly, the :guilabel:`Net Profit` row represents the total " ":guilabel:`Income` minus the total :guilabel:`Expenses` for the " ":guilabel:`Actuals` and :guilabel:`Budget` columns." msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst:54 msgid "CRM: pipeline revenue reports" msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst:56 msgid "" "Two pipeline revenue reports are available. The :guilabel:`Pipeline Revenue " "Report (Monthly)` is dedicated to one-time revenue (:abbr:`NRR (non-" "recurring revenue)`), while the :guilabel:`MRR/NRR Pipeline Revenue Report " "(Monthly)` covers recurring and non-recurring revenue (:abbr:`MRR (monthly " "recurring revenue)`)." msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst:62 msgid "" "Enable :guilabel:`Recurring Revenues` by going to :menuselection:`CRM --> " "Configuration --> Settings`." msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst-1 msgid "Extract of a pipeline revenue report" msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst:68 msgid "" "The cells under the :guilabel:`Actuals` column are automatically filled in " "with the amount of monthly revenue from **won** opportunities." msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst:71 msgid "" "To compute the revenue performance, fill in the monthly revenue targets." msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst:73 msgid "" "For the :guilabel:`Revenue by Team` sheet, fill in the cells under the " ":guilabel:`Target` columns for each sales team." msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst:75 msgid "" "For the :guilabel:`Revenue by Salesperson` sheet, open the " ":guilabel:`Targets` sheet and fill in the cells next to each salesperson. " "Use the :guilabel:`Monthly Factor` table below to adapt the main targets " "depending on the month of the year." msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst:79 msgid "" "Then, the performance (:guilabel:`Perf.`) column compares " ":guilabel:`Actuals` data to their related budget, expressed as a percentage." msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst:82 msgid "" "Lastly, the :guilabel:`Forecasted` column gathers the monthly revenue of " "leads multiplied by their :guilabel:`Probability` percentage." msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst:86 msgid "For actuals and forecasts:" msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst:88 msgid "" "The :guilabel:`Expected Closing` date found on leads is used to assign them " "to a month." msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst:89 msgid "" "The recurring monthly revenue is used even if the recurring plan's number of" " months is set to a different value than 1 month. For example, a yearly " "plan's revenue is divided by 12 months." msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst:95 msgid "Sales: sales commission" msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst:97 msgid "" "This report presents the monthly commission earned or due to each " "salesperson." msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst-1 msgid "Extract of a sales commission report" msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst:102 msgid "" "The :guilabel:`Rate` column is pre-filled with the percentage rate from the " ":guilabel:`Rates` tab, which can be customized for each product category " "according to the company's policy. Adjusting the rate for a specific product" " category automatically updates the commission amount for that category." msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst:106 msgid "" "The :guilabel:`Invoiced` column shows the total amount of untaxed invoices " "grouped by salesperson and month." msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst:109 msgid "" "Lastly, the :guilabel:`Comm.` column is computed by multiplying the invoiced" " amount with the rate percentage." msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst:115 msgid "Save a spreadsheet as a template" msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst:117 msgid "" "Any spreadsheet can be saved as a template. From the menu bar, click " ":menuselection:`File --> Save as template`. Modify the default " ":guilabel:`Template Name` if necessary and click :guilabel:`Confirm`." msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst:122 msgid "Templates are available to all users on the database." msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst:127 msgid "Manage and edit templates" msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst:129 msgid "" "Manage templates by going to :menuselection:`Documents --> Configuration -->" " Spreadsheet Templates`. Remove the :guilabel:`My Templates` :ref:`filter " "` to view all templates in the database." msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst:133 msgid "" "To edit an existing template, click `โœŽ Edit` next to the desired template. " "Modifications are automatically saved." msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst:137 msgid "" "Use the download button under the :guilabel:`Data` column to export a " "template in JSON format. The file can be imported into another database." msgstr "" #: ../../content/applications/productivity/to_do.rst:3 msgid "To-do" msgstr "To-do" #: ../../content/applications/productivity/to_do.rst:5 msgid "To-do assists you in organizing and managing personal tasks." msgstr "" #: ../../content/applications/productivity/to_do.rst:8 msgid "Creating to-dos" msgstr "" #: ../../content/applications/productivity/to_do.rst:10 msgid "" "To create a to-do, click :guilabel:`New` or the plus button (:guilabel:`โž•`) " "next to a stage name. Add a title to your to-do, then click :guilabel:`Add` " "to save it or :guilabel:`Edit` to access more options." msgstr "" #: ../../content/applications/productivity/to_do.rst:14 msgid "" "If you choose to :guilabel:`Edit` a to-do, you have the option to add " ":guilabel:`Tags`, :guilabel:`Assignees`, or more information using the Odoo " "Editor." msgstr "" #: ../../content/applications/productivity/to_do.rst:18 msgid "Adding :guilabel:`Assignees` shares the to-do with the users selected." msgstr "" #: ../../content/applications/productivity/to_do.rst:19 msgid "" "Type `/` in the editor box to structure and format your content. You can " "also add media, links, and widgets." msgstr "" #: ../../content/applications/productivity/to_do.rst:23 msgid "" "You can create a new to-do on the fly from anywhere in Odoo by opening the " "**command palette tool** with the keyboard shortcut ยดctrl+kยด and clicking " ":guilabel:`Add a To-Do`, or by clicking the clock button and then " ":guilabel:`Add a To-Do`." msgstr "" #: ../../content/applications/productivity/to_do.rst:0 msgid "Adding a to-do on the fly" msgstr "" #: ../../content/applications/productivity/to_do.rst:31 msgid "Converting to-dos into project tasks" msgstr "" #: ../../content/applications/productivity/to_do.rst:33 msgid "" "If you use the :doc:`Project app <../services/project>`, you can convert to-" "dos into project tasks. To do so, open a to-do and click the gear button " "(:guilabel:`โš™`), then :guilabel:`Convert to Task`." msgstr "" #: ../../content/applications/productivity/to_do.rst:36 msgid "" "Next, select the :guilabel:`Project`, :guilabel:`Assignees`, and " ":guilabel:`Tags`, then click :guilabel:`Convert to Task`. The to-do is now a" " project task and appears in the selected project." msgstr "" #: ../../content/applications/productivity/to_do.rst-1 msgid "Converting a to-do into a task" msgstr "" #: ../../content/applications/productivity/to_do.rst:43 msgid "Managing the to-do pipeline" msgstr "" #: ../../content/applications/productivity/to_do.rst:45 msgid "" "Your assigned **to-dos** are displayed on the app dashboard. You can drag " "and drop a to-do to move it from one stage to another." msgstr "" #: ../../content/applications/productivity/to_do.rst-1 msgid "Example of a to-do pipeline" msgstr "" #: ../../content/applications/productivity/to_do.rst:52 msgid "" "Click the :guilabel:`+ Personal Stage` button on the left of the pipeline to" " create a new stage." msgstr "" #: ../../content/applications/productivity/to_do.rst:54 msgid "" "Click the gear button (:guilabel:`โš™`) next to a stage to :guilabel:`Fold`, " ":guilabel:`Edit`, or :guilabel:`Delete` it." msgstr "" #: ../../content/applications/productivity/to_do.rst:0 msgid "Stage settings button" msgstr "" #: ../../content/applications/productivity/to_do.rst:61 msgid "Scheduling activities" msgstr "" #: ../../content/applications/productivity/to_do.rst:63 msgid "" "To schedule an activity on a to-do, click the clock button on the app " "dashboard, then the :guilabel:`+ Schedule an activity` button." msgstr "" #: ../../content/applications/productivity/to_do.rst-1 msgid "Scheduling an activity from the To-do dashboard" msgstr "" #: ../../content/applications/productivity/to_do.rst:69 msgid "To create the activity:" msgstr "" #: ../../content/applications/productivity/to_do.rst:71 msgid "Select an :guilabel:`Activity Type`." msgstr "" #: ../../content/applications/productivity/to_do.rst:72 msgid "Select a :guilabel:`Due date`." msgstr "" #: ../../content/applications/productivity/to_do.rst:73 msgid "Choose who the activity should be :guilabel:`Assigned to`." msgstr "" #: ../../content/applications/productivity/to_do.rst:74 msgid "" "Add a brief :guilabel:`Summary` if needed. You can add a more elaborate " "description in the :guilabel:`Log a note` box." msgstr "" #: ../../content/applications/productivity/to_do.rst:77 msgid "Click :guilabel:`Schedule` to complete the action." msgstr "" #: ../../content/applications/productivity/to_do.rst:80 msgid "" "The :guilabel:`To Do` activity is *not* a to-do task. Selecting it does not " "create a to-do task." msgstr "" #: ../../content/applications/productivity/to_do.rst:83 msgid "Viewing to-dos in the Project app" msgstr "" #: ../../content/applications/productivity/to_do.rst:85 msgid "" "If you use the :doc:`Project app <../services/project>`, your to-dos also " "appear as private tasks under the :guilabel:`My Tasks` view." msgstr "" #: ../../content/applications/productivity/to_do.rst-1 msgid "Example of a \"My Tasks\" pipeline in the Project app" msgstr "" #: ../../content/applications/productivity/to_do.rst:92 msgid "" "A padlock icon is visible on your private tasks to quickly identify them " "among your project tasks." msgstr "" #: ../../content/applications/productivity/voip.rst:7 msgid "VoIP (Voice over Internet Protocol)" msgstr "" #: ../../content/applications/productivity/voip.rst:10 msgid "" "For more information, reference the `Odoo eLearning (video tutorials) on " "VoIP `_" msgstr "" #: ../../content/applications/productivity/voip/axivox.rst:5 msgid "Axivox configuration" msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:3 msgid "VoIP services in Odoo with Axivox" msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:6 #: ../../content/applications/productivity/voip/onsip.rst:6 msgid "Introduction" msgstr "Pengantar" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:8 msgid "" "Odoo VoIP (Voice over Internet Protocol) can be set up to work together with" " `Axivox `_. In that case, an Asterisk server is " "**not** necessary, as the infrastructure is hosted and managed by Axivox." msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:12 msgid "" "To use this service, `contact Axivox `_ 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 msgid "" "To configure Axivox in Odoo, go to the :menuselection:`Apps` application, " "and search for `VoIP`. Then, install the :guilabel:`VoIP` module." msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:22 msgid "" "Next, go to :menuselection:`Settings app --> General Settings --> " "Integrations section`, and fill out the :guilabel:`Asterisk (VoIP)` field:" msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:25 msgid "" ":guilabel:`OnSIP Domain`: set the domain created by Axivox for the account " "(e.g., `yourcompany.axivox.com`)" msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:27 msgid ":guilabel:`WebSocket`: type in `wss://pabx.axivox.com:3443`" msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:28 msgid ":guilabel:`VoIP Environment`: set as :guilabel:`Production`" msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst-1 msgid "Integration of Axivox as VoIP provider in an Odoo database." msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:35 msgid "" "Access the domain on the Axivox administrative panel by navigating to " "`https://manage.axivox.com/ `_. After logging " "into the portal, go to :menuselection:`Users --> Edit (next to any user) -->" " SIP Identifiers tab --> Domain`." msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:40 msgid "Configure VoIP user in Odoo" msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:42 msgid "" "Next, the user is configured in Odoo, which **must** take place for every " "Axivox/Odoo user using VoIP." msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:45 msgid "" "In Odoo, go to :menuselection:`Settings app --> Users & Companies --> " "Users`, then open the desired user's form to configure :abbr:`VoIP (Voice " "over Internet Protocol)`. Under the :guilabel:`Preferences` tab, fill out " "the :guilabel:`VOIP Configuration` section:" msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:49 msgid "" ":guilabel:`VoIP username` / :guilabel:`Extension number`: (Axivox) " ":guilabel:`SIP username`" msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:50 msgid ":guilabel:`OnSip Auth Username`: (Axivox) :guilabel:`SIP username`" msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:51 msgid ":guilabel:`VoIP Secret`: (Axivox) :guilabel:`SIP Password`" msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:52 msgid "" ":guilabel:`Call from another device`: option to always transfer phone calls " "to handset" msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:53 msgid ":guilabel:`External device number`: SIP external phone extension" msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:54 msgid ":guilabel:`Reject incoming calls`: option to reject all incoming calls" msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:55 msgid "" ":guilabel:`How to place calls on mobile`: method to make calls on a mobile " "device" msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst-1 msgid "Integration of Axivox user in the Odoo user preference." msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:62 msgid "" "Access the domain on the Axivox administrative panel by navigating to " "`https://manage.axivox.com/ `_. After logging " "into the portal, go to :menuselection:`Users --> Edit (next to the user) -->" " SIP Identifiers tab --> SIP username / SIP password`." msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:0 msgid "SIP credentials in the Axivox manager." msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:71 msgid "" "When entering the :guilabel:`SIP Password` into the user's " ":guilabel:`Preferences` tab, this value **must** be typed out manually and " "**not** pasted in. Pasting in causes a `401 server rejection error`." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:3 msgid "Call queues" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:5 msgid "" "A call queue is a system that organizes and routes incoming calls. When " "customers call a business, and all of the agents are busy, the call queue " "lines up the callers in sequential order, based on the time they called in." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:9 msgid "" "The callers then wait on hold to be connected to the next available call " "center agent." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:11 msgid "" "Implementing a call queue system reduces stress for employees, and helps " "build brand trust with customers. Many companies use call queues to set " "expectations with customers, and to distribute the workload equally amongst " "employees." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:15 msgid "" "This document covers the process required to configure call queues (with " "advanced settings), as well as how to log into a call queue from the Odoo " "database." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:19 msgid ":ref:`voip/axivox/music_on_hold`" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:22 msgid "Add a queue" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:24 msgid "" "To add a call queue in Axivox, navigate to the `Axivox management console " "`_. In the left menu, click :guilabel:`Queues`. " "Next, click :guilabel:`Add a queue`. Doing so reveals a blank :guilabel:`New" " queue` form with various fields to fill out." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:30 #: ../../content/applications/productivity/whatsapp.rst:273 #: ../../content/applications/productivity/whatsapp.rst:677 msgid "Name" msgstr "Nama" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:32 msgid "" "Once the :guilabel:`New queue` page appears, enter the :guilabel:`Name` of " "the queue." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:35 msgid "Internal extension" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:37 msgid "" "Choose an :guilabel:`Internal extension` for the queue. This is a number to " "be dialed by users of the database to reach the login prompt for the queue." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:41 msgid "Strategy" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:43 msgid "" "Next, is the :guilabel:`Strategy` field. This field determines the call " "routing of received calls into this queue." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:46 msgid "" "The following choices are available in the :guilabel:`Strategy` drop-down " "menu:" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:48 msgid ":guilabel:`Call all available agents`" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:49 msgid "" ":guilabel:`Calls the agent who has received the call for the longest time`" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:50 msgid ":guilabel:`Calls the agent who has received the least call`" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:51 msgid ":guilabel:`Call a random agent`" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:52 msgid ":guilabel:`Call agents one after the other`" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:53 msgid "" ":guilabel:`Call agents one after the other starting with the first in the " "list`" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:55 msgid "" "Choose a strategy that best meets the company's needs for customers in the " "queue." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:58 msgid "Maximum waiting time in seconds" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:60 msgid "" "In the :guilabel:`Maximum waiting time in seconds` field, determine the " "longest time a customer waits in the queue before going to a voicemail, or " "wherever else they are directed to in a dial plan. Enter a time in seconds." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:65 msgid "Maximum duration of ringing at an agent" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:67 msgid "" "In the :guilabel:`Maximum duration of ringing at an agent` field, determine " "the longest time an individual agent's line rings before moving on to " "another agent, or moving to the next step in the dial plan. Enter a time in " "seconds." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:72 msgid "For more information on dial plans, visit:" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:74 #: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:36 msgid ":doc:`dial_plan_basics`" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:75 #: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:37 msgid ":doc:`dial_plan_advanced`" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:78 msgid "Adding agents" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:80 msgid "" "The final two fields on the :guilabel:`New queue` form revolve around adding" " agents. Adding :guilabel:`Static agents` and :guilabel:`Dynamic agents` are" " two pre-configured methods for adding agents onto the call queue during the" " configuration." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:87 msgid "Static agents" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:89 msgid "" "When :guilabel:`Static agents` are added, these agents are automatically " "added to the queue without the need to log in to receive calls." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:95 msgid "Dynamic agents" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:97 msgid "" "When :guilabel:`Dynamic agents` are added, these agents have the ability to " "log into this queue. They are **not** logged-in automatically, and **must** " "log in to receive calls." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:100 msgid "" "Be sure to :guilabel:`Save` the changes, and click :guilabel:`Apply changes`" " in the upper-right corner to implement the change in production." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:104 msgid "Agent connection" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:106 msgid "There are three ways call agents can connect to an Axivox call queue:" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:108 msgid "Dynamic agents connect automatically." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:109 msgid "" "Manager logs in specific agent(s), via the `Axivox management console " "`_." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:111 msgid "Agent connects to the queue in Odoo, via the *VoIP* widget." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:114 msgid "" "See the documentation on setting :ref:`voip/axivox/dynamic-agents` in the " "`Axivox management console `_." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:118 msgid "Connect via Axivox queue" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:120 msgid "" "After the initial configuration of the call queue is completed, with the " "changes saved and implemented, a manager can log into the `Axivox management" " console `_ and connect dynamic agents to the " "queue manually." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:124 msgid "" "To connect an agent, click :guilabel:`Queues`, located in the left-hand " "column. Doing so reveals the :guilabel:`Queues` dashboard, with a few " "different columns listed:" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:127 msgid ":guilabel:`Name`: name of the queue." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:128 msgid "" ":guilabel:`Extension`: number of the extension to be dialed to reach the " "queue." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:129 msgid ":guilabel:`Agent Connection`: number to dial to log into the queue." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:130 msgid "" ":guilabel:`Agent disconnection`: number to dial to log out of the queue." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:131 msgid ":guilabel:`Connected Agents`: name of agent connected to the queue." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:133 msgid "" "The following buttons are also available on the :guilabel:`Queues` " "dashboard:" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:135 msgid ":guilabel:`Connect an agent`: manually connect an agent to the queue." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:136 msgid ":guilabel:`Report`: run a report on the queue." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:137 msgid ":guilabel:`Delete`: delete the queue." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:138 msgid ":guilabel:`Edit`: make changes to the settings of the queue." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:140 msgid "" "When agents are connected to the queue, or are live with a customer, they " "are displayed under the :guilabel:`Connected Agents` column." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:143 msgid "If they are static agents, they **always** show up as connected." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:145 msgid "" "Connect an agent by clicking the orange button labeled, :guilabel:`Connect " "an agent`. Then, select the desired agent's name from the drop-down menu, " "and click :guilabel:`Connect`." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst-1 msgid "" "Call queue with connected agents column highlighted and connect an agent and report buttons\n" "highlighted." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:154 msgid "" "For more information on static and dynamic agents, see this documentation:" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:156 msgid ":ref:`voip/axivox/static-agents`" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:157 msgid ":ref:`voip/axivox/dynamic-agents`" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:160 msgid "Report" msgstr "Laporan" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:162 msgid "" "Click :guilabel:`Report` to check on the reporting for a particular queue, " "in order to see who connected when, and what phone calls came in and out of " "the queue. This information is showcased on a separate :guilabel:`Queue " "report` page, when the green :guilabel:`Report` button is clicked." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:166 msgid "" "Reports can be customized by date in the :guilabel:`Period` field, and " "specified in the :guilabel:`From` and :guilabel:`to` fields. The information" " can be organized by :guilabel:`Event type`, and :guilabel:`Call ID`." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:170 msgid "" "When the custom configurations have been entered, click :guilabel:`Apply`." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:172 msgid "" "Each report can be exported to a :abbr:`CSV (comma separated value)` file " "for further use and analysis, via the :guilabel:`Export to CSV` button." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:175 msgid "" "When the :guilabel:`Event type` field is clicked, a drop-down menu appears " "with the following options:" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:178 msgid ":guilabel:`The caller quit`" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:179 msgid ":guilabel:`An agent is connecting`" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:180 msgid ":guilabel:`An agent is disconnecting`" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:181 msgid ":guilabel:`The call was terminated (agent hangs up)`" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:182 msgid ":guilabel:`The call was terminated (caller hangs up)`" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:183 msgid ":guilabel:`The caller is connected to an agent.`" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:184 msgid ":guilabel:`Someone is entering the queue`" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:185 msgid ":guilabel:`The caller exits the queue (no agent is connected)`" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:186 msgid ":guilabel:`The caller exits the queue (timeout)`" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:187 msgid ":guilabel:`No one is answering`" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:188 msgid ":guilabel:`No one is answering, the caller hangs up`" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:189 msgid ":guilabel:`Transfer`" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:190 msgid ":guilabel:`Blind Transfer`" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst-1 msgid "Event types in the Axivox queue reporting feature." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:196 msgid "" "There is no limit to how many options can be selected from the " ":guilabel:`Event type` drop-down menu." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:199 msgid "" "Clicking :guilabel:`Check all` selects all the available options from the " "drop-down menu, and clicking :guilabel:`Uncheck all` removes all selections " "from the drop-down menu." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:202 msgid "" "To select an individual :guilabel:`Event type`, click on the desired option " "in the drop-down menu." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst-1 msgid "Axivox queue report with result, event type, and period highlighted." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:209 msgid "Connect to queue on Odoo" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:211 msgid "" "Dynamic agents can connect manually to the Axivox call queue from the Odoo " "*VoIP* widget, once the *VoIP* app is configured for the individual user in " "Odoo." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:215 msgid ":doc:`axivox_config`" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:217 msgid "" "To access the Odoo *VoIP* widget, click the :guilabel:`โ˜Ž๏ธ (phone)` icon in " "the upper-right corner of the screen, from any window within Odoo." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:221 msgid "" "For more information on the Odoo *VoIP* widget, see this documentation: " ":doc:`../voip_widget`" msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:223 msgid "" "For an agent to connect to the call queue, simply dial the :guilabel:`Agent " "connection` number, and press the green call button :guilabel:`๐Ÿ“ž (phone)` " "icon in the *VoIP* widget. Then, the agent hears a short, two-second message" " indicating the agent is logged in. The call automatically ends " "(disconnects)." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:228 msgid "" "To view the connected agents in a call queue, navigate to the `Axivox " "management console `_, and click " ":guilabel:`Queues`, located in the left-hand column." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:231 msgid "" "Then, click the green :guilabel:`Refresh` button at the top of the " ":guilabel:`Connected agents` column. Any agent (static or dynamic) that is " "connected to the queue currently, appears in the column next to the queue " "they are logged into." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:235 msgid "" "To log out of the queue, open the Odoo *VoIP* widget, dial the " ":guilabel:`Agent disconnection` number, and press the green call button " ":guilabel:`๐Ÿ“ž (phone)` icon. The agent is disconnected from the queue after a" " short, two-second message." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:239 msgid "" "To manually log a dynamic agent out of a call queue, navigate to the `Axivox" " management console `_, and click " ":guilabel:`Queues`, located in the left-hand column. Then, click the green " ":guilabel:`Refresh` button at the top of the :guilabel:`Connected agents` " "column." msgstr "" #: ../../content/applications/productivity/voip/axivox/call_queues.rst:243 msgid "" "To disconnect an agent manually, click the red :guilabel:`Disconnect` " "button, and they are immediately disconnected. This can be helpful in " "situations where agents forget to log out at the end of the day." msgstr "" #: ../../content/applications/productivity/voip/axivox/conference_calls.rst:3 msgid "Conference calls" msgstr "" #: ../../content/applications/productivity/voip/axivox/conference_calls.rst:5 msgid "" "Conference calls help employees connect quickly and efficiently, so matters " "can be discussed in an open forum of sorts. Attendees can be limited, via a " "sign-in code. That way, confidential matters stay private." msgstr "" #: ../../content/applications/productivity/voip/axivox/conference_calls.rst:9 msgid "" "This document covers the configuration of conference calls in Axivox for use" " in Odoo *VoIP*." msgstr "" #: ../../content/applications/productivity/voip/axivox/conference_calls.rst:12 msgid "Add a virtual conference" msgstr "" #: ../../content/applications/productivity/voip/axivox/conference_calls.rst:14 msgid "" "To add a virtual conference room, navigate to the `Axivox management console" " `_. After logging in, click on " ":guilabel:`Conferences` in the menu on the left." msgstr "" #: ../../content/applications/productivity/voip/axivox/conference_calls.rst:18 msgid "" "Next, click the green button labeled, :guilabel:`Add a conference`, and a " ":guilabel:`New conference` form appears." msgstr "" #: ../../content/applications/productivity/voip/axivox/conference_calls.rst-1 #: ../../content/applications/productivity/voip/axivox/conference_calls.rst-1 msgid "New conference form on Axivox." msgstr "" #: ../../content/applications/productivity/voip/axivox/conference_calls.rst:25 msgid "" "From here, fill in the :guilabel:`Name` field, and set an " ":guilabel:`Internal extension`." msgstr "" #: ../../content/applications/productivity/voip/axivox/conference_calls.rst:27 msgid "" "The internal extension is what everyone in the network uses to quickly dial " "into the conference call, instead of typing in the whole phone number." msgstr "" #: ../../content/applications/productivity/voip/axivox/conference_calls.rst:31 msgid "" "Pick a number between three and five digits long, making it easy to remember" " and dial." msgstr "" #: ../../content/applications/productivity/voip/axivox/conference_calls.rst:33 msgid "" "Next, set the :guilabel:`Access code`, if the conference room requires " "security. This is a password to get into the conference, once the extension " "for the conference is dialed. Immediately after dialing the extension, a " "digital receptionist prompts for the :guilabel:`Access code`." msgstr "" #: ../../content/applications/productivity/voip/axivox/conference_calls.rst:37 msgid "" "In the :guilabel:`Administrator extension` field, click the drop-down menu, " "and select the user's extension that manages the call." msgstr "" #: ../../content/applications/productivity/voip/axivox/conference_calls.rst:40 msgid "" "Finally, in the :guilabel:`Wait for the administrator to start the " "conference` field, click the drop-down menu, and select :guilabel:`Yes` or " ":guilabel:`No`." msgstr "" #: ../../content/applications/productivity/voip/axivox/conference_calls.rst:43 msgid "" "Should the selection be :guilabel:`Yes`, then nobody is allowed to utilize " "the virtual conference room until the administrator is present, and logged " "into the conference call." msgstr "" #: ../../content/applications/productivity/voip/axivox/conference_calls.rst:46 msgid "" "When all fields are filled in, be sure to :guilabel:`Save` the " "configuration. Then, click :guilabel:`Apply changes` in the upper-right " "corner to implement the change in production." msgstr "" #: ../../content/applications/productivity/voip/axivox/conference_calls.rst:49 msgid "" "Upon doing so, the conference is added, and the Axivox administrator has the" " option to :guilabel:`Delete` or :guilabel:`Edit` the conference from the " "Axivox :guilabel:`Conference` main dashboard." msgstr "" #: ../../content/applications/productivity/voip/axivox/conference_calls.rst:53 msgid "" "To invite an Axivox user to a specific conference call, click " ":guilabel:`Invite` to the right of the desired conference, and proceed to " "enter the extension or phone number of the invitee in the pop-up window that" " appears." msgstr "" #: ../../content/applications/productivity/voip/axivox/conference_calls.rst:57 msgid "" "Once the extension or number is added into the :guilabel:`Please enter the " "phone number of the person you want to invite` field, click the green " ":guilabel:`Invite` button, and the recipient immediately receives a phone " "call, automatically linking them to the conference." msgstr "" #: ../../content/applications/productivity/voip/axivox/conference_calls.rst:66 #: ../../content/applications/productivity/voip/axivox/manage_users.rst:32 msgid "Incoming numbers" msgstr "" #: ../../content/applications/productivity/voip/axivox/conference_calls.rst:68 msgid "" "To open a conference to a wider audience, an Axivox conference can be linked" " to *Incoming numbers*." msgstr "" #: ../../content/applications/productivity/voip/axivox/conference_calls.rst:70 msgid "" "To do that, log into the `Axivox management console " "`_, and click :guilabel:`Incoming numbers` in the" " menu on the left." msgstr "" #: ../../content/applications/productivity/voip/axivox/conference_calls.rst:73 msgid "" "On the :guilabel:`Incoming numbers` dashboard, click :guilabel:`Edit` to the" " far-right of the :guilabel:`Number` to which the conference should be " "attached." msgstr "" #: ../../content/applications/productivity/voip/axivox/conference_calls.rst:76 msgid "" "Then, under the first field, labeled, :guilabel:`Destination type for voice " "call`, click the drop-down menu, and select :guilabel:`Conference`." msgstr "" #: ../../content/applications/productivity/voip/axivox/conference_calls.rst:79 msgid "" "Next, in the :guilabel:`Conference` field, click the drop-down menu, and " "select the specific conference that should be attached to this incoming " "number." msgstr "" #: ../../content/applications/productivity/voip/axivox/conference_calls.rst:82 msgid "" "Now, whenever this incoming number is dialed, the caller is let into the " "conference, if there is not an :guilabel:`Access code` required. If there " "*is* an :guilabel:`Access code` required, the caller is then prompted to " "enter the :guilabel:`Access code` to enter the conference." msgstr "" #: ../../content/applications/productivity/voip/axivox/conference_calls.rst:87 msgid "Start call in Odoo" msgstr "" #: ../../content/applications/productivity/voip/axivox/conference_calls.rst:89 msgid "" "Anywhere in the Odoo database, open the *VoIP* widget, by clicking the " ":guilabel:`โ˜Ž๏ธ (phone)` icon, located in the upper-right corner. Then, dial " "the specific extension number for the conference, and click the :guilabel:`๐Ÿ“ž" " (phone)` icon." msgstr "" #: ../../content/applications/productivity/voip/axivox/conference_calls.rst-1 msgid "Connecting to a conference extension using the Odoo VoIP widget." msgstr "" #: ../../content/applications/productivity/voip/axivox/conference_calls.rst:97 msgid "" "Once the digital receptionist answers, enter the :guilabel:`Access code` (if" " needed), and press the :guilabel:`# (pound)` icon/key." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:3 msgid "Advanced dial plans" msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:5 msgid "" "Typically, companies have a lot of incoming calls every day, but many do not" " want their teams to answer calls 24 hours a day, 7 days a week." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:8 msgid "" "By using Axivox advanced dial plan features, the process can be automated, " "and routing can be set up for all scenarios. This way, customers are never " "left waiting, or frustrated, because they cannot get in touch with anyone." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:12 msgid "" "By utilizing the advanced elements in dial plans, companies can automate " "call routing for certain days or times, like company holidays. Companies can" " also allow callers to enter extensions themselves, and get transferred " "automatically using a digital receptionist. This way, an administrative team" " does **not** have to be available around the clock." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:17 msgid "" "There is even the option to route callers, depending on where they are " "calling from in the world, thus maximizing efficiency." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:21 msgid "" "For more information on basic dial plans, and how to add elements, visit " ":doc:`dial_plan_basics`." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:24 msgid "" "Using a browser add-on for spelling may hinder the use of the visual editor " "in dial plans. Do **not** use a translator with the Axivox management " "console." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:28 #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:160 msgid "Advanced elements" msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:30 msgid "" "In Axivox dial plans (as described in :doc:`dial_plan_basics`), there are " "two advanced elements that can be used." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:33 #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:164 msgid "" ":guilabel:`Record`: recording feature is enabled (requires plan change, " "enabled in Axivox settings)." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:35 #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:166 msgid "" ":guilabel:`Caller ID`: replace the caller ID by the called number or free " "text." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:37 msgid "" "To add one of these elements, navigate to the :guilabel:`Dial plans` page, " "located in the menu on the left side of the `Axivox management console " "`_." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:40 msgid "" "Next, click on the :guilabel:`Visual Editor` button to the right of the " "desired dial plan to edit it. Finally, open the :guilabel:`New element` " "drop-down menu, select the element, and click :guilabel:`Add`." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst-1 msgid "" "Visual editor for a dial plan in Axivox, with Add and the dispatcher element" " highlighted." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:48 #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:99 msgid "For more information, visit :ref:`voip/axivox/dial_plans`." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:51 msgid "" "The :guilabel:`Record` element records calls that are routed through this " "element, and requires an additional plan change in Axivox." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:54 msgid "" "To enable recording on Axivox, navigate to :guilabel:`Settings` in the " "`Axivox management console `_. Then, go to the " ":guilabel:`Recording` drop-down menu, near the bottom of the page. From " "there, select :guilabel:`Enabled` from the drop-down menu to enable " "recording using the :guilabel:`Record` element in a dial plan." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:60 msgid "" "If the :guilabel:`Recording` drop-down menu is unavailable and unable to " "change, then consult Axivox to enable the feature." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:63 msgid "" "The :guilabel:`Caller ID` element allows for the replacement of the caller " "ID downstream, after routing." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:66 msgid "" "Upon adding the :guilabel:`Caller ID` element to the dial plan, and double-" "clicking it to configure it, two options appear." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:69 msgid "" "The first is a :guilabel:`Free text` field, where any text can be input to " "replace the caller ID. The second option is :guilabel:`Replace the caller ID" " by the called number`. This option replaces the caller's ID with the " ":guilabel:`Incoming number`." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:74 msgid "" "A company may want to use the :guilabel:`Caller ID` element to replace the " ":guilabel:`Incoming number`, so employees, or outside transfers, cannot see " "the number, and information is kept private." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:79 #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:135 msgid "Basic routing elements" msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:81 msgid "" "Basic routing elements in Axivox dial plans provide extension-based routing." " This can be done by adding either a *Menu* to numerically link the dial-by-" "numbers to an action, or by using a *Digital Receptionist* to automatically " "route or listen for an extension, based on a key input from the caller." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:86 msgid "" "The main difference between the two elements is that the *Digital " "Receptionist* does **not** need to be pre-configured numerically with " "actions. Instead, it acts as a virtual receptionist." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:89 msgid "" ":guilabel:`Menu`: add a dial-by-number directory and configured downstream " "actions (not terminal). For example, a dial-by-numbers function could " "feature an element, wherein clicking '2' takes the caller to the element " "linked to '2' on the Menu element in the dial plan." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:92 msgid "" ":guilabel:`Digital Receptionist`: attach a virtual dispatcher to listen for " "extensions." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:94 msgid "" "To add one of these elements, navigate to the :guilabel:`Dial plans` page, " "located in the menu on the left side of the `Axivox management console " "`_. Next, click on the :guilabel:`Visual Editor` " "button to the right of the dial plan, to edit the dial plan. Then, open the " ":guilabel:`New element` drop-down menu, select the element, and click " ":guilabel:`Add`." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:102 msgid "Digital receptionist scenario" msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:104 msgid "" "The *Digital Receptionist* element is a listen-feature that accurately " "routes callers through a dial plan, based on the extension they enter, via " "the key pad." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:107 msgid "" "Set a *Digital Receptionist* to eliminate the need of a team, or live " "receptionist, to be on-call all the time. With that element in place, calls " "now reach their destination, without a real person interjecting." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:111 msgid "" "After adding the :guilabel:`Digital Receptionist` element to a dial plan, " "connect the appropriate endpoints, and double-click on the element to set " "the :guilabel:`Timeout` on the :guilabel:`receptionist` pop-up window that " "appears." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:115 msgid "" "The :guilabel:`Timeout` can be set in `5` second increments, from `5` " "seconds to `60` seconds." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:118 msgid "" "The :guilabel:`Digital Receptionist` element **requires** a :guilabel:`Play " "a file` element on either side of it, to explain what action to take, and " "when a wrong extension is entered." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:122 msgid "" "While customizing a dial plan in a :guilabel:`Dialplan Editor` pop-up " "window, add a :guilabel:`Menu` element, with a :guilabel:`Greeting message` " "that might read, `Press star to dial an extension`." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:126 msgid "" "Then, on the :guilabel:`Menu` element, for the :guilabel:`* (star)` option, " "link a :guilabel:`Play a file` element, that plays an :guilabel:`Audio " "message` saying, 'Enter the extension of the person you are trying to " "reach'." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:130 msgid "" "Following the first :guilabel:`Play a file` element, add the " ":guilabel:`Digital Receptionist` element, followed by another " ":guilabel:`Play a file` element, which states, 'That is not a valid " "extension'." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:134 msgid "" "This last element is in place to close the loop, should the caller not enter" " a correct extension." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:136 msgid "" "Finally, this last :guilabel:`Play a file` element is looped back into the " ":guilabel:`Menu` element." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:0 msgid "A digital receptionist element highlighted in an example dial plan." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:144 msgid "" "Dial plan elements can be configured by double-clicking them, and selecting " "different features of the Axivox console to them." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:147 msgid "" "For example, an :guilabel:`Audio message` needs to be made, and then " "selected in a :guilabel:`Play a file` or :guilabel:`Menu` element." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:150 msgid "" "For more information, see this documentation " ":ref:`voip/axivox/audio_messages`." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:153 #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:147 msgid "Advanced routing elements" msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:155 msgid "" "Advanced routing elements route calls automatically as they are received " "into the incoming number(s). This can be configured using geo-location, " "whitelisting, or time-based variables. Calls pass through a filter prior to " "their final destination, and are routed, based on the set variable(s)." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:160 msgid "The following are advanced routing elements:" msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:162 msgid "" ":guilabel:`Dispatcher`: create a call filter to route traffic, based on the " "geo-location of the caller ID." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:164 msgid "" ":guilabel:`Access List`: create a tailored access list, with VIP customer " "preference." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:165 #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:154 msgid "" ":guilabel:`Time Condition`: create time conditions to route incoming traffic" " around holidays, or other sensitive time-frames." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:169 msgid "" "Whitelisting is a technical term used to create a list of allowed numbers. " "Conversely, blacklisting is used to create a list of denied numbers." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:172 msgid "" "To add one of these elements, navigate to the :guilabel:`Dial plans` page, " "located in the menu on the left side of the `Axivox management console " "`_. Next, click on the :guilabel:`Visual Editor` " "button to the right of the dial plan, to edit the dial plan. Then, open the " ":guilabel:`New element` drop-down menu, select the element, and click " ":guilabel:`Add`. For more information, visit :ref:`voip/axivox/dial_plans`." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:179 msgid "Dispatcher scenario" msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:181 msgid "" "A *Dispatcher* element is a dial plan feature that directs calls, based on " "region or geo-location. In most cases, the :guilabel:`Dispatcher` element in" " a dial plan is linked to the :guilabel:`Start` element, in order to filter " "or screen calls as they come into an incoming number." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:185 msgid "" "Double-click the :guilabel:`Dispatcher` element in the :guilabel:`Dialplan " "Editor` pop-up window to configure it." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:188 msgid "" "This element checks numbers (routed through this element), according to " "regular expressions. To add a regular expression, click :guilabel:`Add a " "line` on the bottom of the :guilabel:`Dispatcher` pop-up window." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:192 msgid "" "Then, under :guilabel:`Name`, enter a recognizable name to identify this " "expression. This is the name that appears in the :guilabel:`Dispatcher` " "element on the dial plan showcased in the :guilabel:`Dialplan Editor` pop-up" " window." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:196 msgid "" "In the :guilabel:`Regular expression` field, enter the country code, or area" " code, which Axivox should route for incoming calls. This is especially " "helpful when a company would like to filter their customers to certain " "queues, or users based on the customer's geo-location." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:200 msgid "" "To specify all numbers behind a certain country code, or area code, include " "`\\d+` after the country code, or country code + area code." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst-1 msgid "" "Dispatcher configuration panel, with name, regular expression and add a line" " highlighted." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:208 msgid "`02\\\\d+`: validates the numbers starting with `02`" msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:209 msgid "`00\\\\d+`: validates all numbers beginning with `00`" msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:210 msgid "" "`0052\\\\d+` validates all numbers beginning with `0052` (Mexico country " "code)" msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:211 msgid "" "`001716\\\\d+`: validates all numbers beginning with `001716` (USA country " "code + Western New York area code)" msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:215 msgid "" "A regular expression (shortened to \"regex\" or \"regexp\"), sometimes " "referred to as a \"rational expression,\" is a sequence of characters that " "specifies a match pattern in text. In other words, a match is made within " "the given range of numbers." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:219 msgid "" "When the desired configurations are complete on the :guilabel:`Dispatcher` " "pop-up window, be sure to click :guilabel:`Save`." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:222 msgid "" "Upon doing so, the :guilabel:`Dispatcher` element appears with different " "routes available to configure, based on the :guilabel:`Regular Expressions` " "that were set." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:225 msgid "" "Attach these routes to any :guilabel:`New element` in the " ":guilabel:`Dialplan Editor` pop-up window." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:227 msgid "" "By default, there is an :guilabel:`Unknown` path that appears on the " ":guilabel:`Dispatcher` element after setting at least one :guilabel:`Regular" " Expression`." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:230 msgid "" "Calls follow this route/path when their number does not match any " ":guilabel:`Regular Expression` set on the :guilabel:`Dispatcher` element." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst-1 msgid "Dial plan with dispatcher element highlighted." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:238 msgid "Time condition scenario" msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:240 msgid "" "When a :guilabel:`Time Condition` element is added to a dial plan, it has a " "simple :guilabel:`True` and :guilabel:`False` routing." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:243 msgid "" "After adding the :guilabel:`Time Condition` element to a dial plan, double-" "click it to configure the variables. :guilabel:`Hour/Minute`, " ":guilabel:`Days of the week`, :guilabel:`Day of the month`, and " ":guilabel:`Month` can all be configured." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:247 msgid "" "If the time which the caller contacts the incoming number matches the set " "time conditions, then the :guilabel:`True` path is followed, otherwise the " ":guilabel:`False` path is followed." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:251 msgid "" "For a company that is closed yearly for the American Independence Day " "holiday (July 4th) the following time conditions should be set:" msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:254 msgid ":guilabel:`Hour/Minute` - `0:0 to 23:59`" msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:255 msgid ":guilabel:`Day of the week` - `All to All`" msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:256 msgid ":guilabel:`Day of the month` - `From 4 to 4`" msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:257 msgid ":guilabel:`Month` - `July`" msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:259 msgid "" "The :guilabel:`Time Condition` element is especially useful for holidays, " "weekends, and to set working hours. When a caller reaches a destination " "where they can be helped, either with a real person or voicemail, this " "reduces wasted time and hangups." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst-1 msgid "" "Time condition element set in a dial plan on Axivox. Time condition is " "highlighted." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:268 msgid "" "To set the :guilabel:`Timezone` that the :guilabel:`Time Condition` operates" " under, navigate to `Axivox management console " "`_, and click :guilabel:`Settings` in the menu on" " the left. Then, set the :guilabel:`Timezone` using the second field from " "the bottom, by clicking the drop-down menu." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:274 msgid "Access list scenario" msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:276 msgid "" "An *Access List* element in a dial plan allows for the routing of certain " "numbers, and disallows (denies) other numbers." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:279 msgid "" "After adding an :guilabel:`Access List` element to a dial plan, it can be " "configured by double-clicking on the element directly in the " ":guilabel:`Dialplan Editor` pop-up window." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:282 msgid "" "Two fields appear where regular expressions can based in the " ":guilabel:`Allow` and :guilabel:`Deny` fields of the :guilabel:`Access List`" " pop-up window." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:286 msgid "" "For a very important customer, their number can be set in the " ":guilabel:`Allow` field, and these callers can be sent directly to " "management." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:290 msgid "" "A regular expression (shortened to \"regex\" or \"regexp\"), sometimes also " "referred to as a \"rational expression,\" is a sequence of characters that " "specifies a match pattern in text." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst-1 msgid "" "Access list element configuration with the allow/deny fields highlighted." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:298 msgid "`2\\\\d\\\\d`: validates numbers from `200 to 299`" msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:299 msgid "`02\\\\d*`: validates all numbers beginning with `02`" msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:300 msgid "`0017165551212`: validates the number (`0017165551212`)" msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:302 msgid "" "After setting the :guilabel:`Allow` and :guilabel:`Deny` fields with regular" " expressions or numbers, click :guilabel:`Save` on the :guilabel:`Access " "List` pop-up window." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:305 msgid "" "Then, on the :guilabel:`Access list` element in the dial plan, three paths " "(or routes) are available to link to further actions." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:308 msgid "" "Unknown calls can be routed through the regular menu flow by adding a " ":guilabel:`Menu` element, and connecting it to the :guilabel:`Unknown` path." " :guilabel:`Refused` calls can be routed to the :guilabel:`Hang up` element." " Lastly, :guilabel:`Authorized` callers can be sent to a specific extension " "or queue." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst-1 msgid "Access list element highlighted in an example dial plan." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:318 msgid "Switches" msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:320 msgid "" "A *Switch* element in Axivox is a simple activated/deactivated route action." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:322 msgid "" "These can be activated or chosen quickly, allowing for quick routing " "changes, without altering the dial plan." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:325 msgid "" "Alternate routes can be configured, so that in a moments notice, they can be" " switched to. This could be for new availability, or to adjust traffic flow " "for any number of reasons." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:328 msgid "" "Axivox allows for a simple on/off switch, and a multi-switch, which can have" " several paths to choose from." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:331 msgid "" ":guilabel:`Switch`: a manual on/off control that can divert traffic, based " "on whether it is opened (on) or closed (off)." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:333 #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:156 msgid "" ":guilabel:`Multi-Switch`: a mechanism to create paths, and turn them on and " "off, to divert incoming calls." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:337 msgid "Basic switch" msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:339 msgid "" "A :guilabel:`Switch` can be set in the `Axivox management console " "`_ by navigating to :guilabel:`Switches` in the " "left menu. To create a new switch click :guilabel:`Add a switch` from the " ":guilabel:`Switches` dashboard, configure a :guilabel:`Name` for it, and " "click :guilabel:`Save`." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:344 msgid "" "Then, toggle the desired switch to either :guilabel:`On` or :guilabel:`Off`," " from the :guilabel:`State` column on the :guilabel:`Switches` dashboard." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:347 msgid "" "This :guilabel:`On` / :guilabel:`Off` state automatically routes traffic in " "a dial plan, in which this switch is set." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:350 msgid "" "The traffic travels to the :guilabel:`Active` route when :guilabel:`On` is " "toggled in the switch. The call traffic travels to the :guilabel:`Inactive` " "route when :guilabel:`Off` is toggled in the switch." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:354 msgid "" "Changes can be made on the fly, just be sure to click :guilabel:`Apply " "changes` to implement the them." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:358 msgid "Add a switch to dial plan" msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:360 msgid "" "To add a :guilabel:`Switch` to a dial plan, navigate to `Axivox management " "console `_, and click on :guilabel:`Dial plans` " "in the left menu. Then, click :guilabel:`Visual Editor` next to the desired " "dial plan to open the :guilabel:`Dialplan Editor` pop-up window." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:365 msgid "" "Then, from the :guilabel:`New element` drop-down menu, select " ":guilabel:`Switch`, and then click :guilabel:`Add`. Double-click on the " "element to further configure the :guilabel:`Switch` element." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst-1 msgid "" "Switch configuration in a dial plan, with inactive and active routes " "highlighted." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:373 msgid "Multi-switch" msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:375 msgid "" "A *Multi-Switch* element in Axivox is a switch where multiple paths can be " "configured, and switched between." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:378 msgid "" "To configure and set a :guilabel:`Multi-Switch` element, navigate to `Axivox" " management console `_. Then, click on the " ":guilabel:`Switches` menu item in the left menu." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:381 msgid "" "Toggle to the :guilabel:`Multi-switch` tab to create, or set, a pre-" "configured :guilabel:`Multi-Switch` element." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:384 msgid "" "To create a new :guilabel:`Multi-Switch`, click :guilabel:`Create new`. " "Then, enter a :guilabel:`Name` for the element, and then enter the " ":guilabel:`Available choice`. Enter one :guilabel:`Available choice` per " "line. Do **not** duplicate any entries." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:388 msgid "Remember to click :guilabel:`Save` when done." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:390 msgid "" "To select the :guilabel:`State` of the :guilabel:`Multi-Switch`, click the " "drop-down menu next to the :guilabel:`Multi-Switch` name, under the " ":guilabel:`Multi-switch` tab on the :guilabel:`Switches` dashboard." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:394 msgid "" "The :guilabel:`State` chosen is the route that is followed in the dial plan." " The :guilabel:`State` can be edited on the fly, just be sure to click " ":guilabel:`Apply changes`." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:398 msgid "Add a multi-switch to dial plan" msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:400 msgid "" "To add a :guilabel:`Multi-Switch` element to a dial plan, navigate to " "`Axivox management console `_, and click " ":guilabel:`Dial plans` in the left menu." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:403 msgid "" "Then, select or create a dial plan. Next, click :guilabel:`Visual Editor` on" " the desired dial plan." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:405 msgid "" "On the :guilabel:`Dialplan Editor` pop-up window that appears, click on the " ":guilabel:`New element` drop-down menu, and select :guilabel:`Multi-Switch`." " Then, click :guilabel:`Add`. Double-click on the element to further " "configure the :guilabel:`Switch` element." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst-1 msgid "" "Multi-switch configuration in a dial plan, with chosen route highlighted." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:3 msgid "Dial plan basics" msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:5 msgid "" "When someone calls a business, they might need to get in contact with " "customer support, a sales team, or even a person's direct line. The caller " "might also be in search of some information about the business, such as " "store hours. Or, they might want to leave a voicemail, so someone from the " "company can call them back. With dial plans in Axivox, a company can manage " "how incoming calls like this are handled." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:11 msgid "" "Using proper call architecture through a dial plan, callers get directed to " "the right people, or to the right information, in a quick, efficient manner." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:14 msgid "This document covers the basic configuration of dial plans in Axivox." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:17 msgid "" "For more information on advanced dial plans, visit " ":doc:`dial_plan_advanced`." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:20 msgid "" "Using a browser add-on for spelling may hinder the use of the visual editor " "in dial plans. Do not use a translator with the Axivox management console." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:26 msgid "Dial plans" msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:28 msgid "" "Access dial plans by navigating to `Axivox management console " "`_, and clicking on :guilabel:`Dial plans` from " "the menu on the left." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:31 msgid "" "To add a new dial plan from the :guilabel:`Dial plan` page, click the green " "button labeled, :guilabel:`Add a new dial plan`." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:35 msgid "" "Axivox has no limit to the number of dial plans that can be created. These " "can be added, and improved upon, at any time. This allows for sandboxes to " "be created with many different configurations." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst-1 msgid "" "Dial plan dashboard with the edit features and Add a dial plan button " "highlighted." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:43 msgid "" "To edit an existing dial plan, choose one of the following options to the " "right of the saved dial plan:" msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:46 msgid ":guilabel:`Delete`: this action deletes the attached dial plan." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:47 msgid ":guilabel:`Edit`: this action allows the user to edit the dial plan." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:48 msgid "" ":guilabel:`Visual Editor`: this action opens a visual editor window, where " "the dial plan architecture can be viewed and edited." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:50 msgid "" ":guilabel:`Duplicate`: this action duplicates the dial plan, and puts it at " "the bottom of the list, with an extension of one number (+1) larger than the" " original extension." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:54 msgid "Dialplan editor (visual editor)" msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:56 msgid "" "When the :guilabel:`Visual Editor` button is clicked for a dial plan on the " ":guilabel:`Dial plan` page, a pop-up :guilabel:`Dialplan Editor` window " "appears." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:59 msgid "" "This pop-up window is the primary place where the architecture, or " "structure, of the dial plan is configured. In this window, a :abbr:`GUI " "(graphical user interface)` appears, where various dial plan elements can be" " configured and linked together." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst-1 msgid "" "Visual editor for an example dial plan, with the new element, Add, and Save buttons\n" "highlighted." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:69 msgid "" "New dial plans come blank with :guilabel:`New element` options for the user " "to :guilabel:`Add` and :guilabel:`Save`." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:72 msgid "" "The method for saving in the :guilabel:`Dialplan Editor` is different from " "saving any other edits in the Axivox management console because the " ":guilabel:`Save` button **must** be pressed before closing the " ":menuselection:`Visual editor`." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:76 msgid "" "Then, before these changes can take place on the Axivox platform, the user " "**must** click :guilabel:`Apply changes` in the upper-right corner of the " ":guilabel:`Dial plan` page." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:79 msgid "" "From the :guilabel:`Dialplan Editor` pop-up window, users can add a new " "element to the dial plan. To do that, open the :guilabel:`New element` drop-" "down menu, and select the desired element. Then, click :guilabel:`Add`." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:83 msgid "" "Doing so adds that element to the visual editor display of the dial plan " "being modified. This element can be moved where desired amongst the other " "elements present in the dial plan." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:86 msgid "" "Connect elements in the dial plan by clicking and dragging outward from the " ":guilabel:`(open circle)` icon on the right side of the element. Doing so " "reveals an :guilabel:`(arrow)` icon. Proceed to drag this " ":guilabel:`(arrow)` icon to the desired element in the dial plan that it is " "meant to connect with." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:91 msgid "" "Connect the :guilabel:`(arrow)` icon to the circle on the left side of the " "desired element." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:93 msgid "" "Calls displayed in the dial plan flow from left-to-right in the element." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:95 msgid "" "In order to further configure a :guilabel:`New element`, double-click on the" " element inside the dial plan, to reveal a subsequent pop-up window, wherein" " additional customizations can be entered." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:98 msgid "" "Each element has a different configuration pop-up window that appears when " "double-clicked." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:101 msgid "" "All elements **must** have a final destination in the dial plan in order to " "close a loop. This can be accomplished by implementing the :guilabel:`Hang " "up` element, or looping the element back to a :guilabel:`Menu` element or " ":guilabel:`Digital Receptionist` element elsewhere in the dial plan." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:0 msgid "" "Dial plan, shown with highlight looping open end back to the beginning of the menu\n" "element." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:111 msgid "" "Once all desired dial plan elements and configurations are complete, " "remember to click :guilabel:`Save` before exiting the :guilabel:`Dialplan " "Editor` pop-up window. Then, click :guilabel:`Apply changes` on the " ":guilabel:`Dial plans` page to ensure they are implemented into Axivox " "production." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:117 msgid "Dial plan elements" msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:119 msgid "" "The following elements are available in the :guilabel:`New element` drop-" "down menu, while designing a dial plan in the :guilabel:`Dialplan Editor` " "pop-up window." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:123 msgid "Basic elements" msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:125 msgid "" "These are the basic elements that are used in simple dial plans in Axivox:" msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:127 msgid ":guilabel:`Call`: call an extension or queue." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:128 msgid ":guilabel:`Play a file`: play an audio file or voice greeting." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:129 msgid ":guilabel:`Voicemail`: forward to a voicemail (terminal)." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:130 msgid ":guilabel:`Hang up`: hang up the call (terminal)." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:131 msgid "" ":guilabel:`Queue`: attach a call queue with a group of users to answer a " "call." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:132 msgid "" ":guilabel:`Conference`: add a conference room for a caller to connect to." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:137 msgid "" "Routing elements change or route the path of a caller, these are some basic " "routing elements used in Axivox:" msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:140 msgid "" ":guilabel:`Menu`: add a dial-by-number directory and configure downstream " "actions (not terminal)." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:141 msgid "" ":guilabel:`Switch`: attach a manual on/off control that can divert traffic " "based on whether it is opened (On) or closed (Off)." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:143 msgid "" ":guilabel:`Digital Receptionist`: attach a virtual dispatcher to listen for " "extensions to connect to." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:149 msgid "These are the more advanced elements that route calls in Axivox:" msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:151 msgid "" ":guilabel:`Dispatcher`: create a call filter to route traffic based on the " "geo-location of the caller ID." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:153 msgid "" ":guilabel:`Access List`: create a tailored access list with VIP customer " "preference." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:162 msgid "The following are more advanced elements (not routing) in Axivox:" msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:169 msgid "" "Dial plan elements can be configured by double-clicking them, and linking " "different aspects of the Axivox console to them." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:173 msgid "Attach to incoming number" msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:175 msgid "" "To attach an existing dial plan to an incoming number, go to `Axivox " "management console `_ , and click on " ":guilabel:`Incoming numbers`." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:178 msgid "" "Next, click :guilabel:`Edit` next to the number to which the dial plan " "should be attached." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:180 msgid "" "Doing so reveals a separate page wherein that number's dial plan can be " "modified. To do that, select :guilabel:`Dial plan` from the " ":guilabel:`Destination type for voice call` field drop-down menu. Then, " "choose the desired dial plan from the :guilabel:`Dial plan` field that " "appears." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:184 msgid "" "With that in place, that means when that specific number calls in, the " "configured dial plan is activated, and runs through the prompts to properly " "route the caller." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:187 msgid "" "Finally, :guilabel:`Save` the changes, and click :guilabel:`Apply changes` " "in the upper-right corner." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:191 msgid "Basic dial plan scenario" msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:193 msgid "" "The following showcases a basic dial plan scenario for call routing, where " "additional elements can be added to expand the setup. This basic dial plan " "scenario includes the following linked elements :menuselection:`Start --> " "Play a file --> Menu --> (Hang-up, Calls, Queues, Conferences) --> " "(Voicemail, Hang-up)`." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst-1 msgid "Basic dial plan configuration." msgstr "" #: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:203 msgid "" "This setup does **not** include any basic or advanced call routing. For more" " information on call routing, reference this documentation: " ":doc:`dial_plan_advanced`." msgstr "" #: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:3 msgid "Dynamic caller ID" msgstr "" #: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:5 msgid "" "*Caller ID* identifies the caller when they make a phone call. It allows the" " recipient of the call to see what number the caller is calling from. Caller" " ID shows users and clients who is calling, so they can choose to pick up or" " decline the call." msgstr "" #: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:9 msgid "" "Axivox offers a dynamic caller ID option to choose which number is displayed" " on outgoing calls." msgstr "" #: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:11 msgid "" "International numbers can be purchased to do business transactions " "internationally, via a phone call, from a number that has an area code or " "country code of the destination being called. By displaying a local number, " "this can increase customer engagement." msgstr "" #: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:15 msgid "" "Some companies have many employees making calls from a call center. These " "employees are not always available to receive a return phone call from a " "prospective customer. In this case, :abbr:`VoIP (Voice over Internet " "Protocol)` can be configured in such a way that dynamic caller ID shows the " "main company phone number, so any number of employees in the group can " "answer the call. This way, a call is never missed." msgstr "" #: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:24 msgid "Default outgoing number" msgstr "" #: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:26 msgid "" "In Axivox a *default number* can be set. This is a company's main number. " "This means, when anyone from the company (user/employee) calls a number " "outside the company, the default outgoing number shows up automatically on " "the caller ID." msgstr "" #: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:30 msgid "" "If someone from outside the company tries to call back a user/employee, they" " are then funneled back through the main line (default number). If there is " "a dial plan set up, they are prompted to make selections. This is especially" " helpful in cases where employees change positions frequently, or if they " "leave the company." msgstr "" #: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:39 msgid "" "To access the default number, go to the `Axivox management console " "`_, and log in. Then, click into " ":guilabel:`Settings` in the left menu, and navigate to :guilabel:`Default " "outgoing number`." msgstr "" #: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:43 msgid "" "From here, change the :guilabel:`Default outgoing number` by clicking the " "drop-down menu, and making a selection from the incoming phone numbers " "available on Axivox." msgstr "" #: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:46 msgid "" "Be sure to :guilabel:`Save` the changes, then click :guilabel:`Apply " "changes` in the upper-right corner of the :guilabel:`General Settings` page " "to implement the change." msgstr "" #: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:49 msgid "" "The :guilabel:`Default outgoing number` is what shows up by default in the " "Axivox management portal. However, the outgoing number can also be " "configured differently at the user level." msgstr "" #: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:53 msgid "Users" msgstr "Pengguna" #: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:55 msgid "" "To configure the outgoing number at the user level, log in to the `Axivox " "management console `_. Next, click " ":guilabel:`Users` from the menu on the left, and then click :guilabel:`Edit`" " to the right of the user that is to be configured." msgstr "" #: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:59 msgid "" "Under :guilabel:`Outgoing number`, click the drop-down menu to select either" " the :guilabel:`Default outgoing number` (as specified here: " ":ref:`voip/axivox/dynamic-caller-id-default`), or any of the incoming " "numbers on the Axivox account." msgstr "" #: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:63 msgid "" "Choosing the :guilabel:`Default` selection in the :guilabel:`Outgoing " "number` drop-down menu ensures this user has the :guilabel:`Default outgoing" " number` shown on their caller ID when making calls." msgstr "" #: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:66 msgid "" "If a specific number is chosen, and that number is assigned to this user " "under :guilabel:`Incoming numbers` (in the Axivox console's menu on the " "left), that means this user has a direct line for customers to reach them." msgstr "" #: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:70 msgid "" "Once the desired changes are complete, be sure to click :guilabel:`Save`, " "then click :guilabel:`Apply changes` in the upper-right corner to implement " "the change." msgstr "" #: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:74 msgid "" "By default, when creating a new user in Axivox, the :guilabel:`Outgoing " "number` is automatically set to :guilabel:`Default`." msgstr "" #: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:78 msgid "Advanced options" msgstr "" #: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:80 msgid "" "To access the :guilabel:`Advanced options`, navigate to the " ":guilabel:`Settings` option in the menu on the left of the `Axivox " "management console `_. Then, click " ":guilabel:`Advanced options` to the right of :guilabel:`Default outgoing " "number`." msgstr "" #: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:84 msgid "" "By default, there are not any advanced rules set. To create one, click the " "green :guilabel:`+ (plus)` icon. Doing so reveals a line with two blank " "fields. From here, different caller IDs can be set up, depending on what " "location the user/employee is calling from." msgstr "" #: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:88 msgid "" "To create a rule, first set the :guilabel:`Destination prefix` in the first " "empty field. This is the country code, complete with zero(s) in front of it." " Then, in the second empty field, select the phone number that should be " "used for calling out from that country code." msgstr "" #: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:93 msgid "" "Check the box for :guilabel:`Apply advanced rules even for users with a " "default outgoing number configured` to allow these rules to take precedent " "over all other outgoing configurations." msgstr "" #: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:97 msgid "" "The order of the rules can be modified by dragging-and-dropping them into " "another order. The first matching rule is applied." msgstr "" #: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:101 msgid "" "For example, a company wants all users/employees to utilize the configured " "number for Great Britain when calling from the `0044` country code (Great " "Britain)." msgstr "" #: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:104 msgid "" "To accomplish that, simply type in `0044` into the :guilabel:`Destination " "prefix` field, and select the number starting with the `+44` country code. " "Order the rules as necessary, and select the checkbox to supersede all other" " rules, if needed." msgstr "" #: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:0 msgid "Advanced options for the default outgoing number." msgstr "" #: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:112 msgid "" "Once the desired configurations are complete, be sure to click " ":guilabel:`Save`, then click :guilabel:`Apply changes` in the upper-right " "corner to implement the change." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:3 msgid "Manage users in Axivox" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:5 msgid "" "Managing Axivox :abbr:`VoIP (Voice over Internet Protocol)` users is an " "important part of setting up :abbr:`VoIP (Voice over Internet Protocol)` in " "an Odoo database. Each Axivox user has a unique name, phone number and/or " "extension, and a voicemail. This way, they can be reached in a variety of " "convenient ways." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:10 msgid "" "Axivox users are organized in a simple, straightforward way in the Axivox " "console, so an administrator can manage users quickly and easily." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:14 msgid "" "This documentation covers how to configure everything through a provider " "called, Axivox. Depending on the chosen VoIP provider, the processes to " "manage users may be different." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:18 msgid "Overview" msgstr "Gambaran Umum" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:20 msgid "" "Begin at the Axivox management console by navigating to " "`https://manage.axivox.com `_. Log in with the " "appropriate administrator credentials." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:24 msgid "" "Actions in the Axivox management console **must** be double-saved, in order " "for the changes to take effect. To save any changes, click :guilabel:`Save` " "in the individualized changes screen. Then, to implement those changes, " "click the :guilabel:`Apply Changes` button in the upper-right corner of the " "console." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:34 msgid "" "Incoming numbers are all the numbers a company is paying to use to receive " "calls." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:36 msgid "" "Click on :menuselection:`Incoming numbers` from the menu on the left of the " "Axivox management console. Doing so reveals the :guilabel:`Incoming numbers`" " page, where all the incoming numbers are listed, along with their " ":guilabel:`Destination` and SMS information." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:40 msgid "" "The :guilabel:`Destination` determines the action that is taken, or the path" " the caller follows when dialing said numbers." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:43 msgid "" "To edit the :guilabel:`Destination`, click the :guilabel:`Edit` button to " "the far-right of the incoming number line to be modified. Then, on the " ":guilabel:`Edit number` page that appears, the :guilabel:`Destination type " "for voice call` can be changed." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:47 msgid "" "The options available in the :guilabel:`Destination type for voice call` " "drop-down menu are as follows:" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:50 msgid ":guilabel:`Not configured`" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:51 msgid ":guilabel:`Extension`" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:52 msgid ":guilabel:`Dial plan`" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:53 msgid ":guilabel:`Voicemail`" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:54 msgid ":guilabel:`Hang up`" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:55 msgid ":guilabel:`Conference`" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:57 msgid "" "Depending on the selection made in the :guilabel:`Destination type for voice" " call` drop-down menu, a second, selection-specific drop-down menu is " "populated with further configuration options. Additionally, more fields are " "revealed, based on the selection made in the :guilabel:`Destination type for" " voice call` drop-down menu." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:62 msgid "" "Once the desired configurations are complete, click :guilabel:`Save`, then " "click :guilabel:`Apply changes` in the upper-right corner to implement them." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:66 msgid "New users" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:68 msgid "" "Every employee using :abbr:`VoIP (Voice over Internet Protocol)` at the " "company needs an Axivox user account associated with them." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:71 msgid "" "To view existing users in the Axivox management console, click " ":guilabel:`Users` from the menu on the left of the console. Every user has a" " :guilabel:`Number`, :guilabel:`Name`, option for a :guilabel:`Voicemail`, " "and an :guilabel:`Outgoing number` specified." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:75 msgid "" "To create a new user in the Axivox console, click :guilabel:`Add a user` to " "reveal a :guilabel:`New user` form. The following tabs are available for " "configuring the new user:" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:78 msgid "" ":guilabel:`General`: basic information, including the extension of the user," " can be set." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:79 msgid "" ":guilabel:`Forwardings`: internal forwards on 'no answer' or busy signals." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:80 msgid ":guilabel:`Follow Me`: external forward configuration." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:81 msgid "" ":guilabel:`Keys`: set hot-keys within the :abbr:`VoIP (Voice over Internet " "Protocol)` system." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:82 msgid "" ":guilabel:`SIP Identifiers`: :abbr:`SIP (Session Initiation Protocol)` " "username and password for external configuration." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:84 msgid "" ":guilabel:`Permissions`: set access rights for users in the Axivox " "management console." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:87 msgid "General tab" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:89 msgid "" "Under the :guilabel:`General` tab of the :guilabel:`New user` form, in the " ":guilabel:`Extension` field, input an extension that is unique to the user. " "This is the number internal users dial to reach a specific employee." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:93 msgid "In the :guilabel:`Name` field, input the employee name." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:95 msgid "" "Next, fill out the :guilabel:`Email address of the user` field. A valid " "email address for the employee should be added here, where the user receives" " business emails." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:98 msgid "" "In the :guilabel:`GSM number` field, enter an alternative number at which " "the user can be reached. Be sure to include the country code." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:102 #: ../../content/applications/productivity/voip/onsip.rst:134 msgid "" "A country code is a locator code that allows access to the desired country's" " phone system. The country code is dialed first, prior to the target number." " Each country in the world has its own specific country code." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:106 #: ../../content/applications/productivity/voip/onsip.rst:145 msgid "" "For a list of comprehensive country codes, visit: `https://countrycode.org " "`_." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst-1 msgid "General tab layout in the Axivox management console." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:113 msgid "" "In the :guilabel:`Voicemail` field, select either :guilabel:`Yes` or " ":guilabel:`No` from the drop-down menu." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:116 msgid "" "In the :guilabel:`Directory` field, the administrator has the option to " "leave it blank, by making no changes, or selecting :guilabel:`Default` from " "the drop-down menu. The :guilabel:`Directory` is used in the *Digital " "Receptionist* feature element of a dial-plan." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:120 msgid "" "At the bottom of the :guilabel:`General` tab, there are two separate options" " with selection boxes." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:122 msgid "" "The first option is :guilabel:`This user can receive multiple calls at the " "same time`. By selecting this option, users are able to receive calls when " "on another call." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:125 msgid "" "The second option, :guilabel:`This user must log-in to call`, provides the " "option to make it mandatory for the user to log in." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:129 msgid "" "If a company uses physical VoIP phones on desks, and wants their employees " "to be able to log in from *any* phone or desk in the office, they would make" " the selection for :guilabel:`This user must log-in to call`." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:133 msgid "" "Once the desired configurations are complete, click :guilabel:`Save`, then " "click :guilabel:`Apply changes` in the upper-right corner." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:139 msgid "Forwardings tab" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:141 msgid "" "Under the :guilabel:`Forwardings` tab of the :guilabel:`New user` form, a " "company can decide what happens if someone calls a user, and the call is not" " answered." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:145 msgid "" "Forwardings are disabled when the :guilabel:`Follow Me` option is enabled." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:147 msgid "" "For example, under the :guilabel:`Forwarding on no answer` field, when the " "button for :guilabel:`Add a destination` is selected, the option to add a " "specific user or phone number is revealed. After entering the " ":guilabel:`Destination`, a specific time frame can be selected by sliding " "the :guilabel:`seconds bar` to the desired ring time." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:152 msgid "" "Additional :guilabel:`Destinations` can be added on with different ring " "times." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:155 msgid "" "Ring times can be staggered, so the call is forwarded to another user after " "the first user does not pick up the call. The option to :guilabel:`Send to " "voicemail as a last resort` is available to the administrator, should the " ":guilabel:`Destinations` not pick up." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:159 msgid "" "Under the :guilabel:`Forwarding on busy` field, an administrator can " ":guilabel:`Add a destination`. When clicked, they can then set the " ":guilabel:`Destination` (user) and time frame. Should the original user's " ":abbr:`VoIP (Voice over Internet Protocol)` extension, or incoming number, " "be busy, the call is forwarded to the destination(s)." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst-1 msgid "" "Manage forwarding calls to different users or phone numbers in the " "Forwardings tab." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:168 msgid "" "When the desired configurations are complete, click :guilabel:`Save`, then " "click :guilabel:`Apply changes` in the upper-right corner of the page." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:172 msgid "Follow Me tab" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:174 msgid "" "When the :guilabel:`Follow Me` option is selected, under the " ":guilabel:`Follow Me` tab of the :guilabel:`New user` form, no " ":menuselection:`Forwardings` can be made." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:177 msgid "" "Also, when the :guilabel:`Follow Me` option is selected, the :guilabel:`Add " "a destination` button can be selected to add users, or a destination phone " "number, to the original user's account. That way, these added numbers ring " "when a call is received." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:181 msgid "" "After entering the :guilabel:`Destination`, a specific time frame can be " "made by sliding the :guilabel:`seconds bar` to the desired ring time. " "Additional :guilabel:`Destinations` can be added with different ring times." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:186 msgid "" "The original user's :abbr:`VoIP (Voice over Internet Protocol)` number does " "**not** ring with this option selected. Ring times can also be staggered, so" " the call is forwarded to another user after the first user does not pick up" " the call." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst-1 msgid "" "Ring destinations like different users or phone numbers from the Follow Me " "tab." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:195 msgid "" "The Odoo mobile app, or another :abbr:`SIP (Session Initiation Protocol)` " "mobile client, allows for simultaneous ringing of the user's extension or " "incoming number. For more information, visit the :doc:`VoIP Mobile " "Integrations <../devices_integrations>` documentation." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:199 #: ../../content/applications/productivity/voip/axivox/manage_users.rst:345 msgid "" "Once all desired configurations are complete, click :guilabel:`Save`, then " "click :guilabel:`Apply changes` in the upper-right corner." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:203 msgid "Keys tab" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:205 msgid "" "Under the :guilabel:`Keys` tab of the :guilabel:`New user` form, speed dial " "actions for the user can be configured. Some more advanced options are " "available, as well." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:208 msgid "The following options are available to set to numerical values `1-20`." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:210 msgid "These actions can be set on each number:" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:212 msgid ":guilabel:`Not configured`: the default action, which is nothing." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:213 msgid "" ":guilabel:`BLF (Busy lamp fields)`: this action shows the status of other " "users' phones connected to the Axivox phone system. This is primarily used " "on a desk-phone." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:215 msgid "" ":guilabel:`Quick Call`: this action allows for a speed-dial of an external " "number." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:216 msgid ":guilabel:`Line`: this action allows the user to call another user." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:217 msgid "" ":guilabel:`Switch`: this action allows the user to switch between calls from" " a desk-phone." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:218 msgid "" ":guilabel:`Pickup`: this action allows the user to pick up an incoming call " "from a desk-phone." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst-1 msgid "" "Manage user page with Keys tab highlighted and number 2 key drop-down menu selected (with\n" "highlight)" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:225 #: ../../content/applications/productivity/voip/axivox/manage_users.rst:313 msgid "" "Once all the desired configurations are complete, click :guilabel:`Save`, " "then click :guilabel:`Apply changes` in the upper-right corner." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:229 msgid "" "Many of the preceding options have secondary options available, as well, " "that can be used to link a user, or external phone number. These **must** be" " filled out in conjunction with the initial action." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:234 msgid "" "The :guilabel:`Number of keys` field can be changed by entering in the " "desired numerical value in the :guilabel:`Number of keys` field, located at " "the top of the :guilabel:`Keys` tab of the :guilabel:`New user` form." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:239 msgid "SIP Identifiers tab" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:241 msgid "" "*SIP*, which stands for Session Initiation Protocol telephony, allows one to" " make and receive calls through an internet connection. The :guilabel:`SIP " "Identifiers` tab on the :guilabel:`New user` form, contains credentials " "needed to configure Axivox users in Odoo and/or a different :abbr:`SIP " "(Session Initiation Protocol)` mobile client." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:247 msgid "" "See the documentation on configuring Axivox, using the SIP identifiers:" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:249 msgid ":doc:`Use VoIP services in Odoo with Axivox `" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:250 msgid ":doc:`Axivox Mobile Integrations <../devices_integrations>`" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:252 msgid "" "Under the :guilabel:`SIP Identifiers` tab, the :guilabel:`SIP username` " "field represents the user's information that was entered in the " ":guilabel:`Extension` field, under the :guilabel:`General` tab." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:255 msgid "" "The :guilabel:`Domain` field is assigned to the company by the Axivox " "representative." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:257 msgid "" "The value in the :guilabel:`SIP Password` field is unique for every Axivox " "user. This value is used to sign into Axivox on Odoo, and for any mobile " ":abbr:`SIP (Session Initiation Protocol)` clients." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst-1 msgid "Important credentials used for external configurations of Axivox VoIP." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:264 msgid "" "The value listed in the :guilabel:`Address of the proxy server` field is " "typically: `pabx.axivox.com`, but is subject to change by Axivox, so be sure" " to check the :guilabel:`SIP Identifiers` tab for the most accurate value." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:268 msgid "" "Once all desired configurations have been made, click :guilabel:`Save`, then" " click :guilabel:`Apply changes` in the upper-right corner." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:272 msgid "Permissions tab" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:274 msgid "" "Under the :guilabel:`Permissions` tab of a :guilabel:`New user` form, a " ":guilabel:`Username` and :guilabel:`Password` can be entered for the user." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:277 msgid "" "Beneath those fields, the following permissions can be granted to Axivox " "users for portal access:" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:279 msgid ":guilabel:`User portal access`" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:280 msgid ":guilabel:`User management`" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:281 msgid ":guilabel:`Administrator access`" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:282 msgid ":guilabel:`Phone management`" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:283 msgid ":guilabel:`User group management`" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:284 msgid ":guilabel:`Phone number management`" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:285 msgid ":guilabel:`Dial plan management`" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:286 msgid ":guilabel:`Pickup group management`" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:287 msgid ":guilabel:`Switch management`" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:288 msgid ":guilabel:`Conference management`" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:289 msgid ":guilabel:`Queue management`" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:290 msgid ":guilabel:`Voicemail management`" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:291 msgid ":guilabel:`Audio messages management`" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:292 msgid ":guilabel:`Music on hold management`" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:293 msgid ":guilabel:`Directory management`" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:294 msgid ":guilabel:`Call list`" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:295 msgid ":guilabel:`Connected user list`" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:296 msgid ":guilabel:`Global settings`" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:297 msgid ":guilabel:`Apply changes button`" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:298 msgid ":guilabel:`Invoice download`" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:299 msgid ":guilabel:`Invoice details`" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:300 msgid ":guilabel:`Blacklist management`" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:301 msgid ":guilabel:`Conference participant management`" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:303 msgid "" "To access credentials for the Axivox user portal, navigate to the top of the" " :menuselection:`Permissions` tab. Then, copy the :guilabel:`Username`, and " "enter the correct :guilabel:`Password` for the individual user. There is a " "minimum of 8 characters for a user password." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:309 msgid "" "These are the same permissions granted to the Axivox administrator that are " "listed in the menu on the left in the Axivox management console. Should a " "selection state :guilabel:`No`, or :guilabel:`No access`, then the menu " "option does **not** populate for the user." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:316 msgid "" "Upon finishing the setup for a new user, an " ":ref:`voip/axivox/incoming_number` can be linked." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst-1 msgid "" "Manage a user page, with the permissions tab highlighted, along with the first permission\n" "highlighted indicating a no selection." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:326 msgid "User groups" msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:328 msgid "" "A user group is a grouping of Axivox users that can be linked to a queue for" " call center capability." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:331 msgid "" "To begin using user groups, navigate to `https://manage.axivox.com " "`_." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:333 msgid "" "Then, log in with the appropriate administrator credentials. From the menu " "on the left of the Axivox administrative panel, click into :guilabel:`User " "Groups`." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:336 msgid "" "To add a user group from the :guilabel:`User Groups` page, click " ":guilabel:`Add a group`." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:338 msgid "" "Next, name the group, by entering text into the :guilabel:`Name` field. " "Then, add a member to the group by typing the first few letters of the " "user's name into the :guilabel:`Members` field. The user populates in a " "drop-down menu below the field. Then, click on the desired user, and they " "are added to the user group." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:343 msgid "Repeat this process to add more users to the group." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:3 msgid "Voicemails and audio messages" msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:7 msgid "" "Managing voicemail is an important part of any business. A company needs to " "access their messages with ease, and stay on top of any missed calls. " "Recording audio messages, like thanking a caller for reaching out, or " "directing them to the right extension, is also a great way to personalize " "the business interaction, and set the tone with the customer." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:12 msgid "" "This document covers the configuration of both voicemail and audio messages " "in the Axivox administrative portal." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:18 msgid "Set global language" msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:20 msgid "" "To start using voicemails and audio messages with Axivox, the global " "language should be set in the Axivox admin portal settings. To do that, " "navigate to `manage.axivox.com `_. After logging into the " "portal, go to :menuselection:`Settings --> Global language (e.g.: voicemail " "messages,...)`." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:25 msgid "" "From here, set the language to either: :guilabel:`Francais`, " ":guilabel:`English`, :guilabel:`Espanol`, or :guilabel:`Deutsch`." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:28 msgid "" "Then, click :guilabel:`Save`, followed by :guilabel:`Apply changes` in the " "upper-right corner of the :guilabel:`General Settings` page to implement the" " change into production." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:34 msgid "Activate voicemail" msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:36 msgid "" "In order for a user to utilize voicemail in Axivox, the voicemail feature " "**must** be turned on in the Axivox administrative portal. To begin using " "voicemail with a user, navigate to `manage.axivox.com `_. " "Then, log in with the appropriate administrator credentials." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:40 msgid "" "On the left menu of the Axivox administrative panel, click into " ":guilabel:`Users`." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:42 msgid "" "Then, click into the specific user the voicemail should be activated for. " "Under the section marked, :guilabel:`Voicemail`, open the drop-down menu, " "and click on :guilabel:`Yes`." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:45 msgid "" "Lastly, :guilabel:`Save` the change, then click :guilabel:`Apply changes` in" " the upper-right corner of the screen." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:49 msgid "Voicemail" msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:51 msgid "" "The next step is to set up the individual voicemail boxes on the Axivox " "administrative portal. To access the portal, visit `manage.axivox.com " "`_ and log in. Then, navigate to :menuselection:`Voicemails`," " located in the menu on the left." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:55 msgid "" "If the voicemail option was activated in the user profile, using this " "process :ref:`voip/axivox/activate_voicemail`, then a voicemail is " "automatically created on the :guilabel:`Voicemails` page." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:60 msgid "" "It should be noted that some of the administrative portal language is in " "French, as Axivox is a Belgian company. The global language is still set to " "one of the four options as seen here: :ref:`voip/axivox/global_language`." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:65 msgid "Manually create voicemail" msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:67 msgid "" "To manually create a new voicemail box, click :guilabel:`Add a voicemail` on" " the :guilabel:`Voicemails` page. Or, edit an existing voicemail box, by " "clicking :guilabel:`Edit` to the far-right of an existing voicemail box on " "the :guilabel:`Voicemails` page." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:72 msgid "" "Suppose a sales or support team needs a general voicemail box. The voicemail" " would need to be created manually, and attached to an incoming number." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:75 msgid "" "The new, manually-created voicemail box should be attached to an incoming " "number, so it can receive messages. To do so, navigate to " ":menuselection:`Incoming numbers`, located in the menu on the left. Then, " "click :guilabel:`Edit` to the far-right of the specific number the voicemail" " should be linked to." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:80 msgid "" "In the :guilabel:`Destination type for voice call` field, click the drop-" "down menu, and select :guilabel:`Voicemail`. Then, open the drop-down menu " "on the next line labeled, :guilabel:`Voicemail`, and select the manually-" "created voicemail box." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:85 msgid "" "If an incoming number is capable of receiving SMS/text messages, an " "additional field, :guilabel:`Destination email address for Incoming SMS`, is" " present." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:88 msgid "" "To determine whether an incoming number is capable of receiving SMS/text " "messages, click :guilabel:`Incoming numbers` from the menu on the left, then" " check the :guilabel:`SMS compatible` column for the incoming number." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:92 msgid "" "Then, if applicable, in the field labeled, :guilabel:`Destination email " "address for Incoming SMS`, enter an email to which incoming text messages " "sent to the incoming number can be received. Some incoming numbers (US +1) " "in Axivox are capable of receiving text messages from individuals and " "automated numbers." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:97 msgid "" "Should this field be left empty, the default destination address is used, " "instead (as previously set in the beginning of the process for manually " "creating a voicemail)." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:100 msgid "" "Once all desired configurations are complete, click :guilabel:`Save`, then " "click :guilabel:`Apply changes` in the upper-right corner of the screen to " "implement the change into production." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:104 #: ../../content/applications/productivity/whatsapp.rst:809 msgid "Notifications" msgstr "Notifikasi" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:106 msgid "" "Now, whenever a voicemail is received on any of the automatically pre-" "configured or manually-linked voicemail boxes, an email is sent to the " "user's email address, as listed in the :guilabel:`Voicemails` page, or in " "the user's Axivox profile." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:110 msgid "" "This information can be accessed by navigating to :menuselection:`Users` in " "the left menu, and clicking :guilabel:`Edit` next to the specific user in " "question." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:116 msgid "Forwarding to voicemail" msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:118 msgid "" "In Axivox, there are also numerous forwarding settings for a user. To access" " these forwarding settings, go to `manage.axivox.com `_ and " "log in." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:121 msgid "" "Next, navigate to :menuselection:`Users`, located in the menu on the left." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:123 msgid "" "From there, click into the specific user the forwarding should be added to. " "Then, open the :guilabel:`Forwardings` tab." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:126 msgid "" "If the user is busy on another call, or away from the phone, there is an " "option present in this tab to :guilabel:`Send to voicemail as a last " "resort`, located in the :guilabel:`Forwarding on no answer` and " ":guilabel:`Forwarding on busy` fields." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst-1 msgid "" "Send to voicemail as a last resort options highlighted on the Forwardings " "tab of the user." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:134 msgid "" "If the :guilabel:`Send to voicemail as a last resort` box is ticked, when " "the forwarding actions stated in each section are not successful, the caller" " is routed to the voicemail set on the particular user." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:139 msgid "" "For more information on forwarding and transfers, visit " ":ref:`voip/axivox/forwardings_tab`." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:141 msgid "" "When all the desired configurations are complete, click :guilabel:`Save`, " "then click :guilabel:`Apply changes` in the upper-right corner of the screen" " to implement the change." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:147 msgid "Audio messages" msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:149 msgid "" "It is possible to add audio messages *before* a customer's call is even " "taken, to inform them about the waiting time for deliveries, the " "availability of a product, or any other important promotional messages." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:153 msgid "" "To record an audio message in Axivox, navigate to `manage.axivox.com " "`_ and log in." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:155 msgid "" "Next, click on :guilabel:`Audio messages` in the menu on the left. From the " ":guilabel:`Audio messages` page, click :guilabel:`Add a message`." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:158 msgid "Type in a :guilabel:`Name`, and click :guilabel:`Save`." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:160 msgid "" "Upon clicking :guilabel:`Save`, the browser redirects back to the main " ":guilabel:`Audio messages` page, where the newly-created message can be " "found on the list." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:163 msgid "" "There are two different ways to make the audio message. The user could " "either record the message over the phone, or type the message (in text), and" " select a computer-generated speaker to read the message." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:168 msgid "Record audio message" msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:170 msgid "" "To record an audio message over the phone, click the orange button labeled, " ":guilabel:`Record/Listen`, located to the right of the desired message on " "the list to record, on the :guilabel:`Audio messages` page." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:174 msgid "" "When clicked, a :guilabel:`Record / listen to a message` pop-up window " "appears. From here, the message is then recorded, via one of the extensions " "that is associated with the user. Under :guilabel:`Extension to use for " "message management` field, click the drop-down menu, and select the " "extension where Axivox should call to record the message." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:179 msgid "Then, click :guilabel:`OK` to begin the call." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:182 msgid "" "The user **must** be active in the production database with :abbr:`VoIP " "(Voice over Internet Protocol)` configured. To configure :abbr:`VoIP (Voice " "over Internet Protocol)` for a user, see this documentation: " ":doc:`axivox_config`." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:186 msgid "" "Upon connecting to the Axivox audio recorder management line, a recorded " "French-speaking operator provides the following options:" msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:189 #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:199 msgid "Press `1` to record a message." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:190 #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:200 msgid "Press `2` to listen to the current message." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:192 msgid "" "Press either `1` or `2`, depending on whether or not there is already a " "message present in the system for this particular audio message that " "requires a review, before recording a new one." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:195 msgid "" "Record the new audio message after pressing `1`, then press `#` to end the " "recording." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:197 msgid "" "The French-speaking operator returns to the line presenting the first set of" " questions again:" msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:202 msgid "Press `#` to end the call." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:205 msgid "Write audio message" msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:207 msgid "" "To type the message, and select a computerized speaker to say the text, " "navigate to the :menuselection:`Audio messages` in the menu on the left." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:210 msgid "" "From the :guilabel:`Audio messages` page, select the blue button labeled, " ":guilabel:`Text message`, next to the corresponding audio message " ":guilabel:`Name` that the message should be attached to." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:213 msgid "Doing so reveals a :guilabel:`Convert text to message` pop-up window." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:215 msgid "" "From the :guilabel:`Convert to text message` pop-up window, click the drop-" "down menu next to the field labeled, :guilabel:`Voice`, and select an option" " for the :guilabel:`Text` to be read in." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:218 msgid "" "After the :guilabel:`Voice` selection has been made, and the message has " "been written in the :guilabel:`Text` field, click :guilabel:`Generate` to " "process the audio file." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:221 msgid "" "The text is read in the same language it is written in the :guilabel:`Text` " "field. Should the language differ in the :guilabel:`Voice` field, then an " "accent is used by the computerized speaker." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:224 msgid "" "Finally, when these steps are complete, click :guilabel:`Save` to save the " "audio message." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:226 msgid "" "To implement the changes, click :guilabel:`Apply changes` in the upper-right" " corner of the screen." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst-1 msgid "" "Convert text to message window with voice, text, generate button and save " "highlighted." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:233 msgid "" "To set a greeting or audio message in a dial plan element double-click on " "the element. This could be a :guilabel:`Play a file` element, or a " ":guilabel:`Menu` element, in which the caller should encounter an urgent " "message, or a dial-by-number directory." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:237 msgid "" "For more information on dial plans see this documentation: " ":doc:`dial_plan_basics` or :doc:`dial_plan_advanced`." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:243 msgid "Music on-hold" msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:245 msgid "" "Axivox has the option to add custom hold music to the call whenever a caller" " is waiting for their call to be answered. To add hold music to the Axivox " "administrative portal, navigate to the `manage.axivox.com `_," " and log in." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:249 msgid "" "Then, click on :guilabel:`Music on hold` from the menu on the left, and a " ":guilabel:`Change the music on hold` pop-up window appears." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:252 msgid "" "On the :guilabel:`Change the music on hold` pop-up window, click the " ":guilabel:`Choose File` button to select an MP3 (MPEG Audio Layer 3) or WAV " "(Waveform Audio File Format ) file to be uploaded." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:256 msgid "" "Only :abbr:`MP3 (MPEG Audio Layer 3)` or :abbr:`WAV (Waveform Audio File " "Format)` files can be uploaded to the Axivox administrative portal." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:259 msgid "" "Once the file is selected, the :guilabel:`Progression` bar shows an upload " "status. When this activity completes, the window can be closed, by clicking " ":guilabel:`Close`." msgstr "" #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:262 msgid "" "When the desired changes are complete, click :guilabel:`Apply changes` in " "the upper-right corner of the screen." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:3 msgid "Devices and integrations" msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:5 msgid "" ":abbr:`VoIP (Voice over Internet Protocol)` can be used on many different " "devices, such as a computer, tablet, mobile phone, and many more. This is " "helpful in that it reduces costs, and employees can work from anywhere in " "the world, so long as they have a broadband internet connection." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:9 msgid "" "Odoo *VoIP* is SIP (Session Initiation Protocol) compatible, which means it " "can be used with *any* :abbr:`SIP (Session Initiation Protocol)` compatible " "application." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:12 msgid "" "This document covers the process of setting up Odoo *VoIP* across different " "devices and integrations." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:15 msgid "" "Odoo is fully-integrated with all Odoo apps, allowing users to click into " "any app, and schedule a call as an activity in the chatter." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:19 msgid "" "For example, in the *CRM* app, a user can click into an opportunity, and " "click on :guilabel:`Activities` in the chatter." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:22 msgid "" "Next, they can choose :guilabel:`Call`, and under :guilabel:`Due Date`, they" " can select a date." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:24 msgid "Once they click :guilabel:`Save`, an activity shows up in the chatter." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:26 msgid "" "Should the :guilabel:`Due Date` be for today's date, the activity shows up " "in the :abbr:`VoIP (Voice over Internet Protocol)` widget." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:0 msgid "" "View of CRM leads and the option to schedule an activity for Odoo Discuss." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:34 msgid "Odoo VoIP (laptop/desktop computer)" msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:36 msgid "" "The Odoo *VoIP* (Voice over Internet Protocol) module and widget can be used" " from any browser on a laptop or desktop device. Simply click on the " ":guilabel:`โ˜Ž๏ธ (phone)` icon in the upper-right corner, while in the Odoo " "database, and the widget appears." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:41 msgid "" "To see how to use the :abbr:`VoIP (Voice over Internet Protocol)` widget on " "a desktop/laptop computer, check out this documentation: :doc:`voip_widget`." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:45 msgid "Odoo VoIP (tablet/mobile device)" msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:47 msgid "" "The Odoo *VoIP* app can be used on tablets and mobile phones, through the " "Odoo Android or Apple IOS applications. Additionally, a mobile web browser " "can be used to access the database." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:51 msgid "" "Odoo Android and Apple IOS applications are no longer being maintained by " "Odoo on the Android and Apple portals. This means Odoo support only handles " "limited scopes of Odoo Android or Apple IOS support tickets." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:56 msgid "" "While outgoing calls can be placed using Odoo on a mobile device, be aware " "that Odoo is **not** a full :abbr:`VoIP (Voice over Internet Protocol)` " "application, and does **not** ring on incoming calls. If the user needs to " "be reachable on a mobile device at all times, an app, like Zoiper, should be" " used. Apps like that stay connected in the background at all times." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:61 msgid "For more information, see this documentation: :ref:`voip/zoiper`." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:63 msgid "" "While in the mobile application on a mobile device/tablet, access the Odoo " "*VoIP* widget, by tapping on the :guilabel:`โ˜Ž๏ธ (phone)` icon in the upper-" "right corner. The widget appears in the lower-left corner." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:67 msgid "" "When first making a call from the tablet using the mobile application, the " "user is prompted to :guilabel:`Allow` the database to use the microphone. " "Click :guilabel:`Allow` when prompted to continue with the call using the " "microphone." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:71 msgid "" "This step is **necessary**, whether using the mobile Odoo application or web" " browser." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst-1 msgid "Allow the database to access the microphone." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:77 msgid "" "Odoo then asks how to make the call. The two options are : :guilabel:`VOIP` " "or :guilabel:`Phone` (should the tablet be enabled for calling). Click the " "box next to :guilabel:`Remember ?` should this decision be the default " "moving forward." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst-1 msgid "" "Window prompt to choose whether to use VOIP or the devices phone to make the" " call." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:85 msgid "" "Here is the layout of what the Odoo *VoIP* app looks like on a mobile " "device:" msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst-1 msgid "Layout of what the VoIP app looks like on the a mobile device." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:94 msgid "Zoiper Lite" msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:96 msgid "" "*Zoiper Lite* is a free :abbr:`VoIP (Voice over Internet Protocol)` " ":abbr:`SIP (Session Initiation Protocol)` dialer with voice and video." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:99 msgid "" "To start using the *Zoiper* app, download it to the device, via the `Zoiper " "download page `_." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:102 msgid "" "A mobile device is the most common installation, and this document covers " "how to set up on the *Zoiper* IOS application. Screenshots and steps may " "differ depending on the set up conditions." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:105 msgid "" "After installing the *Zoiper* application on the mobile phone, open the " "application, and tap on :guilabel:`Settings`. Navigate to " ":menuselection:`Accounts`, and tap on the :guilabel:`+ (plus)` icon to add " "an account." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:109 msgid "" "If the :abbr:`VoIP (Voice over Internet Protocol)` account is already set " "up, then click :guilabel:`Yes`. This means an account username and password " "has already been produced." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst-1 msgid "Zoiper account setup, shown in the view from a mobile device." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:116 msgid "" "Next, tap on :guilabel:`Select a provider`. On the screen that populates, " "tap :guilabel:`Country`, in the upper-right corner, to narrow the providers " "down to a specific country. Choose the country for the provider that is " "being configured, then find the :guilabel:`Provider`, and select it." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:121 msgid "" "If the provider being configured is *Axivox*, then select " ":guilabel:`Belgium`. Then, choose :guilabel:`Axivox` as the provider." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst-1 msgid "Zoiper account setup, choosing the provider." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:128 msgid "" "Under :abbr:`SIP (Session Initiation Protocol)` options, enter the " ":guilabel:`Account name`, :guilabel:`Domain`, :guilabel:`Username`, and " ":guilabel:`Password`. All this information varies, based on the account." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:133 msgid "" "To access this information, via the *Axivox* portal, navigate to " ":menuselection:`Users --> Choose user --> Edit --> SIP Identifiers tab`. The" " :guilabel:`SIP username`, :guilabel:`Domain`, :guilabel:`SIP password`, and" " :guilabel:`Address of the proxy server` are all present in this tab." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:141 msgid "Zoiper Field" msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:142 msgid "Axivox Field" msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:143 msgid "Account name" msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:144 msgid "*Can be anything*" msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:145 #: ../../content/applications/productivity/voip/devices_integrations.rst:146 msgid "Domain" msgstr "Ruang Lingkup" #: ../../content/applications/productivity/voip/devices_integrations.rst:147 msgid "Username" msgstr "Nama Pengguna" #: ../../content/applications/productivity/voip/devices_integrations.rst:148 msgid "SIP username" msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:149 msgid "Password" msgstr "Kata Sandi" #: ../../content/applications/productivity/voip/devices_integrations.rst:150 msgid "SIP password" msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:152 msgid "" "Once this account information is entered, click the green " ":guilabel:`Register` button at the top of the screen. Once the registration " "information is checked, *Zoiper* populates a message, stating " ":guilabel:`Registration Status: OK`." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:156 msgid "" "At this point, *Zoiper* is now set up to make phone calls using the " ":abbr:`VoIP (Voice over Internet Protocol)` service." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst-1 msgid "Zoiper account setup, registration successful." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:164 msgid "Linphone" msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:166 msgid "" "*Linphone* is an open-source :abbr:`VoIP (Voice over Internet Protocol)` " ":abbr:`SIP (Session Initiation Protocol)` softphone, used for voice, video, " "messaging (group and individual), as well as conference calls." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:170 msgid "" "To start using the *Linphone* app, download it to the device, via the " "`Linphone download page `_." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:173 msgid "" "A mobile device is the most common installation, and this document covers " "how to set up the *Linphone* IOS application. Screenshots and steps may " "differ depending on the circumstances." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:176 msgid "" "To begin configuring *Linphone* for use with a :abbr:`SIP (Session " "Initiation Protocol)` provider, first open *Linphone*, and an assistant " "screen appears." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:179 msgid "" "From this screen, select :guilabel:`Use SIP Account`. Then, on the following" " screen, enter the :guilabel:`Username`, :guilabel:`Password`, " ":guilabel:`Domain`, and :guilabel:`Display Name`. Once complete, press " ":guilabel:`Login`." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:183 msgid "" "At this point, *Linphone* is ready to start making calls, once there is a " "green button at the top of the application screen that reads, " ":guilabel:`Connected`." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst-1 msgid "Linphone account setup, registration successful." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:191 msgid "" "*Linphone* makes a variety of applications for mobile and desktop devices in" " operating systems, such as Windows, Linux, Apple, and Android. Because " "*Linphone* is an open-source project, many new updates are released on a " "regular basis." msgstr "" #: ../../content/applications/productivity/voip/devices_integrations.rst:195 msgid "" "See `Linphone's wiki-documentation page " "`_." msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:3 msgid "Use VoIP services in Odoo with OnSIP" msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:8 msgid "" "Odoo *VoIP* can be set up to work together with `OnSIP (Odoo Landing Page) " "`_. OnSIP is a VoIP provider. An account is " "needed with OnSIP in order to use this service." msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:12 msgid "" "Before setting up an account with OnSIP, make sure the company's home area, " "and the areas that will be called, are covered by OnSIP services." msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:15 msgid "" "After opening an OnSIP account, follow the configuration procedure below to " "configure it on an Odoo database." msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:21 msgid "" "To configure the Odoo database to connect to OnSIP services, first navigate " "to the :menuselection:`Apps application` from the main Odoo dashboard. Then," " remove the default `Apps` filter from the :guilabel:`Search...` bar, and " "search for `OnSIP`." msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:25 msgid "Next, activate the :guilabel:`VOIP OnSIP` module." msgstr "" #: ../../content/applications/productivity/voip/onsip.rst-1 msgid "View of OnSIP app in the app search results." msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:32 msgid "Odoo VoIP setting" msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:34 msgid "" "After installing the *VOIP OnSIP* module, go to the :menuselection:`Settings" " app`, scroll down to the :guilabel:`Integrations` section, and locate the " ":guilabel:`Asterisk (VoIP)` fields. Then, proceed to fill in those three " "fields with the following information:" msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:38 msgid "" ":guilabel:`OnSIP Domain`: the domain that was assigned when creating an " "account on `OnSIP `_." msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:40 msgid ":guilabel:`WebSocket`: `wss://edge.sip.onsip.com`" msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:41 msgid ":guilabel:`VoIP Environment`: :guilabel:`Production`" msgstr "" #: ../../content/applications/productivity/voip/onsip.rst-1 msgid "VoIP configuration settings in Odoo Settings app." msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:48 msgid "" "To access the OnSIP domain, navigate to `OnSIP `_ " "and log in. Then, click the :guilabel:`Administrators` link in the top-right" " of the page." msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:51 msgid "" "Next, in the left menu, click :guilabel:`Users`, and then select any user. " "By default, the selected user opens on the :guilabel:`User Info` tab." msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:54 msgid "" "Click on the :guilabel:`Phone Settings` tab to reveal OnSIP configuration " "credentials (first column)." msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:0 msgid "" "Domain setting revealed (highlighted) on administrative panel of OnSIP management\n" "console." msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:63 msgid "Odoo user setting" msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:65 msgid "" "Next, the user needs to be set up in Odoo. Every user associated with an " "OnSIP user **must** also be configured in the Odoo user's " "settings/preferences." msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:68 msgid "" "To do that, navigate to :menuselection:`Settings app --> Manage Users --> " "Select the User`." msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:70 msgid "" "On the user form, click :guilabel:`Edit` to configure the user's OnSIP " "account. Then, click the :guilabel:`Preferences` tab, and scroll to the " ":guilabel:`VoIP Configuration` section." msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:73 msgid "In this section, fill in the fields with OnSIP credentials." msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:75 msgid "" "Fill in the following fields with the associated credentials listed below:" msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:77 msgid ":guilabel:`Voip Username` = OnSIP :guilabel:`Username`" msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:78 msgid ":guilabel:`OnSIP Auth Username` = OnSIP :guilabel:`Auth Username`" msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:79 msgid ":guilabel:`VoIP Secret` = OnSIP :guilabel:`SIP Password`" msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:80 msgid "" ":guilabel:`External Device Number` = OnSIP :guilabel:`Ext.` (extension " "without the `x`)" msgstr "" #: ../../content/applications/productivity/voip/onsip.rst-1 msgid "" "OnSIP user credentials with username, auth username, SIP password, and extension\n" "highlighted." msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:88 msgid "" "The OnSIP extension can be found in the *User* banner line above the tabs." msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:90 msgid "" "When these steps are complete, navigate away from the user form in Odoo to " "save the configurations." msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:92 msgid "" "Once saved, Odoo users can make phone calls by clicking the :guilabel:`โ˜Ž๏ธ " "(phone)` icon in the top-right corner of Odoo." msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:96 msgid "" "Additional setup and troubleshooting steps can be found on `OnSIP's " "knowledge base `_." msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:100 msgid "Incoming calls" msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:102 msgid "" "The Odoo database also receives incoming calls that produce pop-up windows " "in Odoo. When those call pop-up windows appear, click the green :guilabel:`๐Ÿ“ž" " (phone)` icon to answer the call." msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:105 msgid "To ignore the call, click the red :guilabel:`๐Ÿ“ž (phone)` icon." msgstr "" #: ../../content/applications/productivity/voip/onsip.rst-1 msgid "Incoming call shown in the Odoo VoIP widget." msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:113 msgid ":doc:`voip_widget`" msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:116 #: ../../content/applications/productivity/voip/voip_widget.rst:32 msgid "Troubleshooting" msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:119 msgid "Missing parameters" msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:121 msgid "" "If a *Missing Parameters* message appears in the Odoo widget, make sure to " "refresh the Odoo browser window (or tab), and try again." msgstr "" #: ../../content/applications/productivity/voip/onsip.rst-1 msgid "Missing parameter message in the Odoo VoIP widget." msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:129 msgid "Incorrect number" msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:131 msgid "" "If an *Incorrect Number* message appears in the Odoo widget, make sure to " "use the international format for the number. This means leading with the " "international country code." msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:138 msgid "" "For example, `16505555555` (where `1` is the international prefix for the " "United States)." msgstr "" #: ../../content/applications/productivity/voip/onsip.rst-1 msgid "Incorrect number message populated in the Odoo VoIP widget." msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:149 msgid "OnSIP on mobile phone" msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:151 msgid "" "In order to make and receive phone calls when the user is not in front of " "Odoo on their computer, a softphone app on a mobile phone can be used in " "parallel with Odoo *VoIP*." msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:154 msgid "" "This is useful for convenient, on-the-go calls, and to make sure incoming " "calls are heard. Any SIP softphone will work." msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:158 msgid ":doc:`devices_integrations`" msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:159 msgid "`OnSIP App Download `_" msgstr "" #: ../../content/applications/productivity/voip/transfer_forward.rst:3 msgid "Make, receive, transfer, and forward calls" msgstr "" #: ../../content/applications/productivity/voip/transfer_forward.rst:5 msgid "" "Calling prospective clients, customers, or colleagues is an essential part " "of any business. A company also needs to be available when customers call, " "in order to build trust and make connections." msgstr "" #: ../../content/applications/productivity/voip/transfer_forward.rst:9 msgid "" "This document covers how to make, receive, transfer, and forward calls with " "Odoo *VoIP*." msgstr "" #: ../../content/applications/productivity/voip/transfer_forward.rst:12 msgid "Make calls" msgstr "" #: ../../content/applications/productivity/voip/transfer_forward.rst:14 msgid "" "Starting on the Odoo dashboard, a call can be made by opening the phone " "widget in the the upper-right corner, which is represented by a " ":guilabel:`โ˜Ž๏ธ (phone)` icon." msgstr "" #: ../../content/applications/productivity/voip/transfer_forward.rst:17 msgid "" "Then, a user can click on the :guilabel:`Contacts` tab, and click into any " "contact in the database to make a call." msgstr "" #: ../../content/applications/productivity/voip/transfer_forward.rst:20 msgid "" "Additionally, one can also use the :guilabel:`Search bar` in the " ":guilabel:`VOIP` pop-up window to find any desired contact." msgstr "" #: ../../content/applications/productivity/voip/transfer_forward.rst-1 #: ../../content/applications/productivity/voip/transfer_forward.rst-1 msgid "Using the VoIP phone widget to make calls." msgstr "" #: ../../content/applications/productivity/voip/transfer_forward.rst:27 msgid "" "To manually make a call, click the :guilabel:`โŒจ๏ธ (keyboard)` icon, and " "proceed to manually key in the desired number. Do not forget to lead with " "the :guilabel:`+ (plus)` icon, followed by the international country code." msgstr "" #: ../../content/applications/productivity/voip/transfer_forward.rst:32 msgid "" "For the United States of America, the country code and :guilabel:`+ (plus)` " "icon, would look like this: `+1`. If one were to dial Belgium, the number " "would be prefixed by `+32`, and for Great Britain it would be `+44`." msgstr "" #: ../../content/applications/productivity/voip/transfer_forward.rst:36 msgid "" "After entering the full number, with the required :guilabel:`+ (plus)` icon " "prefix and country code, click the green :guilabel:`๐Ÿ“ž (phone)` icon to start" " the call. When finished, click the red :guilabel:`๐Ÿ“ž (phone)` icon to end " "the call." msgstr "" #: ../../content/applications/productivity/voip/transfer_forward.rst:45 msgid "Receive calls" msgstr "" #: ../../content/applications/productivity/voip/transfer_forward.rst:47 msgid "" "An incoming call automatically opens the *VoIP* widget, when a user is using" " the Odoo database. Should the database be open in another tab, a sound " "plays (the sound **must** be activated on the device)." msgstr "" #: ../../content/applications/productivity/voip/transfer_forward.rst:51 msgid "" "Once back to the tab, the calling screen of the *VoIP* phone widget appears." msgstr "" #: ../../content/applications/productivity/voip/transfer_forward.rst:53 msgid "" "Click the green :guilabel:`๐Ÿ“ž (phone)` icon to pick up the call, or the red " ":guilabel:`๐Ÿ“ž (phone)` icon to reject the call." msgstr "" #: ../../content/applications/productivity/voip/transfer_forward.rst-1 msgid "" "Incoming call on the VoIP widget, with the call answer and call reject " "buttons highlighted." msgstr "" #: ../../content/applications/productivity/voip/transfer_forward.rst:61 msgid "Add to call queue" msgstr "" #: ../../content/applications/productivity/voip/transfer_forward.rst:63 msgid "" "All the contacts and customers that need to be called can be seen in one " "place with the Odoo *VoIP* phone widget, under the :guilabel:`Next " "activities` tab." msgstr "" #: ../../content/applications/productivity/voip/transfer_forward.rst-1 msgid "VoIP widget with next activities highlighted, showing tasks below." msgstr "" #: ../../content/applications/productivity/voip/transfer_forward.rst:70 msgid "" "To add a call to the :guilabel:`Next activities` tab, click the green " ":guilabel:`๐Ÿ“ž (phone)` icon, while in kanban view of the *CRM* application." msgstr "" #: ../../content/applications/productivity/voip/transfer_forward.rst:73 msgid "" "To remove them from the call queue, hover over the opportunity that has a " "call scheduled, and click the red :guilabel:`๐Ÿ“ž (phone)` icon that appears " "with the :guilabel:`- (minus)` icon." msgstr "" #: ../../content/applications/productivity/voip/transfer_forward.rst:76 msgid "" "When navigating back to the *VoIP* phone widget, **only** the calls that are" " scheduled immediately for that day appear in the queue under the " ":guilabel:`Next Activities` tab of the *VoIP* pop-up widget." msgstr "" #: ../../content/applications/productivity/voip/transfer_forward.rst-1 msgid "Adding a call to the next activities tab in the VoIP phone widget." msgstr "" #: ../../content/applications/productivity/voip/transfer_forward.rst:84 msgid "" "The :guilabel:`Next Activities` tab of the *VoIP* phone widget is integrated" " with the following Odoo apps: *CRM*, *Project*, and *Helpdesk*." msgstr "" #: ../../content/applications/productivity/voip/transfer_forward.rst:87 msgid "" "A call can be added in the chatter of records within those applications." msgstr "" #: ../../content/applications/productivity/voip/transfer_forward.rst:89 msgid "" "To manually add a call, via the chatter, click :guilabel:`Activities` (next " "to the :guilabel:`๐Ÿ•— (clock)` icon). Under :guilabel:`Activity Type`, select " ":guilabel:`Call` from the drop-down menu that appears." msgstr "" #: ../../content/applications/productivity/voip/transfer_forward.rst:93 msgid "Next, set a :guilabel:`Due Date`, and add a :guilabel:`Summary`." msgstr "" #: ../../content/applications/productivity/voip/transfer_forward.rst:95 msgid "" "Lastly, change the :guilabel:`Assigned to` field to the person that should " "make the call. Whomever is set in this last field (:guilabel:`Assigned to`) " "has this call show up in their :guilabel:`Next Activities` call queue in the" " Odoo *VoIP* phone widget." msgstr "" #: ../../content/applications/productivity/voip/transfer_forward.rst:100 msgid "" "Only calls for the immediate day (today's date) appear in the " ":guilabel:`Next Activities` tab of the *VoIP* phone widget for that specific" " user." msgstr "" #: ../../content/applications/productivity/voip/transfer_forward.rst:103 msgid "" "If specified, click :guilabel:`Save` or :guilabel:`Open Calendar` to " "complete the scheduling of the call." msgstr "" #: ../../content/applications/productivity/voip/transfer_forward.rst:107 msgid "Transfer calls" msgstr "" #: ../../content/applications/productivity/voip/transfer_forward.rst:109 msgid "" "A call can be transferred from one user to another in the Odoo *VoIP* phone " "widget. However, this can **only** occur after speaking to the caller first." " Without picking up the call in the Odoo *VoIP* phone widget, the only way " "to transfer a call is automatically though the provider console/portal." msgstr "" #: ../../content/applications/productivity/voip/transfer_forward.rst:115 msgid "" "For more information on transfers, visit :ref:`voip/axivox/forwardings_tab`." msgstr "" #: ../../content/applications/productivity/voip/transfer_forward.rst:117 msgid "" "To transfer a call within the Odoo *VoIP* phone widget, first, answer the " "call using the green :guilabel:`๐Ÿ“ž (phone)` icon." msgstr "" #: ../../content/applications/productivity/voip/transfer_forward.rst:120 msgid "" "Once the incoming call is answered, click the :guilabel:`โ†” (left-right " "arrow)` icon. Then, enter the extension of the user the call should be " "forwarded to. Finally, click :guilabel:`Transfer` to route the call to that " "phone number." msgstr "" #: ../../content/applications/productivity/voip/transfer_forward.rst:125 msgid "" "To find the extension for a user, consult the :abbr:`VoIP (Voice over " "Internet Protocol)` administrator, or, if the user has *Settings* access " "rights to *Administration*, navigate to :menuselection:`Settings App --> " "Manage Users --> Select the user --> Preferences --> VOIP --> VoIP username " "/ Extension number`." msgstr "" #: ../../content/applications/productivity/voip/transfer_forward.rst:130 msgid "" "For more information on access rights, visit: " ":doc:`/applications/general/users/access_rights`." msgstr "" #: ../../content/applications/productivity/voip/transfer_forward.rst-1 msgid "" "Transferring a call within the phone widget, with the transfer buttons " "highlighted." msgstr "" #: ../../content/applications/productivity/voip/transfer_forward.rst:137 msgid "Forward calls" msgstr "" #: ../../content/applications/productivity/voip/transfer_forward.rst:139 msgid "" "To forward a call within the Odoo *VoIP* phone widget, first, answer the " "call using the green :guilabel:`๐Ÿ“ž (phone)` icon. Once the incoming call is " "answered, click the :guilabel:`โ†” (left-right arrow)` icon." msgstr "" #: ../../content/applications/productivity/voip/transfer_forward.rst:143 msgid "" "Then, enter the full phone number of the user the call should be forwarded " "to. Finally, click :guilabel:`Transfer` to route the call to that phone " "number." msgstr "" #: ../../content/applications/productivity/voip/transfer_forward.rst:147 msgid "" "For more information on forwarding, visit " ":ref:`voip/axivox/forwardings_tab`." msgstr "" #: ../../content/applications/productivity/voip/voip_widget.rst:3 msgid "VoIP widget" msgstr "" #: ../../content/applications/productivity/voip/voip_widget.rst:5 msgid "" "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." msgstr "" #: ../../content/applications/productivity/voip/voip_widget.rst:10 msgid "Phone calls" msgstr "" #: ../../content/applications/productivity/voip/voip_widget.rst:12 msgid "" "To make phone calls while in the Odoo database, click the :guilabel:`โ˜Ž๏ธ " "(phone)` icon, located in the top navigation bar." msgstr "" #: ../../content/applications/productivity/voip/voip_widget.rst:15 msgid "" "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." msgstr "" #: ../../content/applications/productivity/voip/voip_widget.rst:19 msgid "" "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." msgstr "" #: ../../content/applications/productivity/voip/voip_widget.rst:23 msgid "" "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)." msgstr "" #: ../../content/applications/productivity/voip/voip_widget.rst-1 msgid "VoIP call in Odoo." msgstr "" #: ../../content/applications/productivity/voip/voip_widget.rst:35 msgid "" "If a *Missing Parameter* error message appears in the Odoo *VoIP* widget, " "refresh the Odoo window, and try again." msgstr "" #: ../../content/applications/productivity/voip/voip_widget.rst:0 msgid "\"Missing Parameter\" error message in the Odoo softphone." msgstr "" #: ../../content/applications/productivity/voip/voip_widget.rst:43 msgid "" "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." msgstr "" #: ../../content/applications/productivity/voip/voip_widget.rst:47 msgid "" "(E.g., +16506913277, where `+1` is the international prefix for the United " "States.)" msgstr "" #: ../../content/applications/productivity/voip/voip_widget.rst:0 msgid "\"Incorrect Number\" error message in the Odoo softphone." msgstr "" #: ../../content/applications/productivity/voip/voip_widget.rst:54 msgid "Tabs" msgstr "Tab" #: ../../content/applications/productivity/voip/voip_widget.rst:56 msgid "" "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." msgstr "" #: ../../content/applications/productivity/voip/voip_widget.rst:61 msgid "Recent" msgstr "Terkini" #: ../../content/applications/productivity/voip/voip_widget.rst:63 msgid "" "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." msgstr "" #: ../../content/applications/productivity/voip/voip_widget.rst:67 msgid "Next activities" msgstr "" #: ../../content/applications/productivity/voip/voip_widget.rst:69 msgid "" "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." msgstr "" #: ../../content/applications/productivity/voip/voip_widget.rst:72 msgid "" "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)." msgstr "" #: ../../content/applications/productivity/voip/voip_widget.rst:76 msgid "" "The user can also mark the activity as complete, edit the details of the " "activity, or cancel it." msgstr "" #: ../../content/applications/productivity/voip/voip_widget.rst:78 msgid "" "To call the customer related to a scheduled activity, click the :guilabel:`๐Ÿ“ž" " (phone)` icon, or click the :guilabel:`โŒจ๏ธ (keyboard)` icon to dial another " "number for the customer." msgstr "" #: ../../content/applications/productivity/voip/voip_widget.rst-1 msgid "Activity control center on the VoIP widget." msgstr "" #: ../../content/applications/productivity/voip/voip_widget.rst:85 msgid "" "Some other icons appear in the *VoIP* widget, categorized by two sections: " ":guilabel:`Document` and :guilabel:`Activity`." msgstr "" #: ../../content/applications/productivity/voip/voip_widget.rst:88 msgid "Under the :guilabel:`Document` section, from right to left:" msgstr "" #: ../../content/applications/productivity/voip/voip_widget.rst:90 msgid ":guilabel:`โœ‰๏ธ (envelope)` icon: sends an email" msgstr "" #: ../../content/applications/productivity/voip/voip_widget.rst:91 msgid ":guilabel:`๐Ÿ‘ค (person icon)` icon: redirects to the contact card" msgstr "" #: ../../content/applications/productivity/voip/voip_widget.rst:92 msgid "" ":guilabel:`๐Ÿ“„ (document)` icon: redirects to the attached record in Odoo" msgstr "" #: ../../content/applications/productivity/voip/voip_widget.rst:93 msgid ":guilabel:`๐Ÿ•“ (clock)` icon: schedule an activity" msgstr "" #: ../../content/applications/productivity/voip/voip_widget.rst:95 msgid "Under the :guilabel:`Activity` section, from left to right:" msgstr "" #: ../../content/applications/productivity/voip/voip_widget.rst:97 msgid ":guilabel:`โœ”๏ธ (checkmark)` icon: mark activity as done" msgstr "" #: ../../content/applications/productivity/voip/voip_widget.rst:98 msgid ":guilabel:`โœ๏ธ (pencil)` icon: edit the activity" msgstr "" #: ../../content/applications/productivity/voip/voip_widget.rst:99 msgid ":guilabel:`โœ–๏ธ (cancel)` icon: cancel the activity" msgstr "" #: ../../content/applications/productivity/voip/voip_widget.rst:102 msgid "Contacts" msgstr "Kontak" #: ../../content/applications/productivity/voip/voip_widget.rst:104 msgid "" "Under the :guilabel:`Contacts` tab of the *VoIP* widget, a user can access a" " contact in the *Contacts* app." msgstr "" #: ../../content/applications/productivity/voip/voip_widget.rst:107 msgid "" "Any contact can easily be called by clicking into the contact from the " "*VoIP* widget's :guilabel:`Contacts` tab." msgstr "" #: ../../content/applications/productivity/voip/voip_widget.rst:110 msgid "" "A search feature is also available in the upper-right side of the widget, " "represented by a :guilabel:`๐Ÿ” (magnifying glass)` icon." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:3 msgid "WhatsApp" msgstr "WhatsApp" #: ../../content/applications/productivity/whatsapp.rst:5 msgid "" "**WhatsApp** is an instant messaging and voice-over-IP app that allows users" " to send messages, make calls, and share content. Businesses can use " "`WhatsApp Business `_ to" " communicate with their customers by text, send documents and provide " "support." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:11 msgid "" "WhatsApp is an Odoo Enterprise-only application that does not work in Odoo " "Community edition. To sign up for Odoo Enterprise edition, click here: `Odoo" " Free Trial `_." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:15 msgid "" "For more information on migrating from Odoo Community version to Odoo " "Enterprise version see this documentation: " ":doc:`/administration/on_premise/community_to_enterprise`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:18 msgid "" "With the **Odoo WhatsApp** app, a company can connect a WhatsApp Business " "Account (WABA) to an Odoo database, which allows for the following:" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:21 msgid "Receive and reply to WhatsApp messages directly from an Odoo database" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:22 msgid "Create new templates with dynamic placeholders/variables" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:23 msgid "Send pre-approved templates that use dynamic variables, such as:" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:25 msgid "Quotations from the Sales app" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:26 msgid "Receipts and invoices from the Point of Sale app" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:27 msgid "Tickets from the Events app" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:30 msgid "" "`Meta Business: create message templates for the WhatsApp Business account " "`_." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:32 msgid "" "`Meta Business: connect a phone number to the WhatsApp Business account " "`_." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:34 msgid "" "`Meta Business: change the WhatsApp Business display name " "`_." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:37 msgid "" "WhatsApp is a messaging service operated by Meta, which is the parent " "company of Facebook. WhatsApp is commonly used as a communication tool in " "many countries and by many businesses. This documentation will cover the " "integration of a WhatsApp Business Account with Odoo. The company's Meta " "account is configured in Odoo via an :abbr:`API (Application Programming " "Interface)` connection." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:43 msgid "" "The WhatsApp connector supports two flows: company initiated, and customer " "initiated. A company can initiate a discussion by sending a template to one " "or more people. Once the template is sent, the recipient can answer in order" " to trigger a discussion between the sender and the receiver (a *Discuss* " "chat window will pop up if the customer answers within 15 days)." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:48 msgid "" "If the discussion is initiated by the client (e.g. by sending to the " "company's public WhatsApp number), then Odoo will open a group chat with all" " operators responsible for this WhatsApp channel." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:52 msgid "" "It is recommended to set up multiple WhatsApp accounts for different " "departments. For example, the help desk team and sales teams can chat on " "different channels." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:56 msgid "WhatsApp configuration in a Meta" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:58 msgid "" "A WhatsApp integration with Odoo uses a standard :abbr:`API (Application " "Programming Interface)` connection, and is configured on Meta in the " "following steps:" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:61 msgid "Create a Meta business account" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:62 msgid "Create a Meta developer account" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:63 msgid "Setup an *app* and WhatsApp *product* on Meta's developer console" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:64 msgid "Test the API connection." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:66 msgid "" "Once connected, messages are then sent and received through Odoo's *Discuss*" " application using the WhatsApp :abbr:`API (Application Programming " "Interface)`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:70 msgid "Meta business account setup" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:72 msgid "" "To create a Business account with Meta (owner of Facebook) navigate to: " "`Facebook Business Manager `_. Begin" " by clicking :guilabel:`Create account` and then enter the business name, " "the administrator's name, and a work email address. Then click " ":guilabel:`Next`, and a pop-up window will appear prompting to confirm the " "email address. After confirming, click :guilabel:`Done` to close the window." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:78 msgid "" "Next, follow the instructions in the email sent by Facebook to confirm the " "creation of the business account and to complete the setup process." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:82 msgid "" "`Set up a Meta business account " "`_." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:86 msgid "" "If the business account is linked to a personal Facebook account then the " "administrator must toggle between the personal account to the business " "account for the remainder of the configuration." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:90 msgid "" "To toggle to the business account navigate to the `Facebook Developer " "Console `_ and click on the *account name* " "in the upper right corner. Under the :guilabel:`Business Accounts` heading, " "click on the desired business that the WhatsApp configuration should take " "place in. This will be the account for which Odoo will send and receive " "WhatsApp messages." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:0 msgid "Toggle between Meta personal and business accounts." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:101 msgid "" "In order to create a Meta business account, the user must already have a " "personal Facebook account that has existed for a minimum of one hour prior " "to setting up the Facebook Business account. Trying to create the business " "account prior to this time will result in an error." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:106 msgid "App creation" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:108 msgid "" "On the `Meta for Developers `_ dashboard, " "sign in with the Meta developer account. If no account is configured yet, " "link a Facebook account to create a Meta developer account." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:113 msgid "" "A Facebook *developer* account is different than a Facebook *business* " "account. While developer accounts are made up of personal Facebook accounts," " business accounts are **not** as they represent a business and manage all " "of the business's assets in Meta, such as apps." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:118 msgid "" "`Set up the WhatsApp Business Platform " "`_." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:121 msgid "" "Click on :guilabel:`My Apps` in the top right corner after successfully " "signing in to the Meta developer account. This will redirect the " "administrator to all the apps the developer has configured in this specific " "developer account. Click on :guilabel:`Create App` to begin the process of " "configuring a new Meta application." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:127 msgid "App type" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:129 msgid "" "On the :menuselection:`Create an app` page, select :guilabel:`Other` under " "the section labeled, :guilabel:`Looking for something else?`, and then click" " :guilabel:`Next` to be directed to another page in order to select the app " "type. Then, click on the first option listed under the :guilabel:`Select an " "app type` label, titled :guilabel:`Business`. This selection allows for the " "creation and management of the WhatsApp :abbr:`API (Application Programming " "Interface)`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:135 msgid "" "Now, click :guilabel:`Next` to configure the app, as desired. When the app " "*type* has been configured, the administrator will move onto the app " "*details* section." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:139 msgid "App details" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:141 msgid "" "On the :guilabel:`Details` section of the :guilabel:`Create an app` process," " enter `Odoo` in the field under the :guilabel:`Add an app name` label." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:145 msgid "" "The app name can be changed at a later time in the settings, if necessary." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:148 msgid "" "Trademarks and branded elements may not be used in this text section. These " "include the Meta group of companies. Do not include the word: `WhatsApp` or " "the system will flag this in error." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:151 msgid "" "Next, enter the developer email address in the field under the " ":guilabel:`App contact email` label." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:153 msgid "" "Lastly, set the :guilabel:`Business Account - Optional` field to the Meta " "business account profile, using the drop-down menu. To finish, click " ":guilabel:`Create app`. This action will create the app and prompts the " "*Meta Platform Terms* and *Developer Policies* agreements." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:157 msgid "" "To accept the agreements, enter the Facebook password for security purposes," " and click :guilabel:`Submit` to finalize the app creation. The browser will" " then direct to the :guilabel:`Meta for Developers` dashboard." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:162 msgid "" "If the Meta business account is prohibited from advertising, claiming an app" " won't be allowed. To resolve this issue navigate to " "``_ for assistance." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:165 msgid "" "For more information, see `Meta's documentation on advertising restrictions " "`_." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:169 msgid "Add a WhatsApp product to the app" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:171 msgid "" "Now that the basic structure of the app has been created, a product will " "need to be added to the app. Begin by accessing the Meta app dashboard by " "navigating to ``_, and clicking on the" " app that is being configured." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:175 msgid "" "On the next page: since WhatsApp will be used, click :guilabel:`Set up` next" " to the box containing WhatsApp, located towards the bottom of the page." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:179 msgid "" "`Meta's WhatsApp developer documentation " "`_." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:181 msgid "" "The page then directs to the configuration page for the :guilabel:`WhatsApp " "Business Platform API`. Use the drop-down menu to select the Meta business " "to be configured for the :guilabel:`Select a Meta Business Account` option, " "and then click :guilabel:`Continue` to confirm the selection." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:186 msgid "" "When :guilabel:`Continue` is clicked, the administrator agrees to Meta's " "terms and conditions as linked on the :guilabel:`Meta App Dashboard`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:190 msgid "" "Once the WhatsApp product is added to the app, Meta will provide a WhatsApp " "test phone number with 5 test messages." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:194 msgid "Start using the WhatsApp API" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:196 msgid "" "After finishing the previous WhatsApp product wizard, and clicking " ":guilabel:`Continue`, the browser should have directed to the WhatsApp " ":guilabel:`Quickstart` page; this :guilabel:`Quickstart` page is where to " "begin configuring the WhatsApp API by adding a phone number and then sending" " an initial test message." msgstr "" #: ../../content/applications/productivity/whatsapp.rst-1 msgid "" "Navigating to the WhatsApp quickstart wizard in Meta for Developer " "dashboard." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:206 msgid "" "If the browser isn't on the :guilabel:`Quickstart` page for WhatsApp, " "navigate to ``_ and click on the app " "that is being configured, (the app name is `Odoo` if the instructions above " "were followed)." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:210 msgid "" "Then, in the menu on the left-hand side of the page, click the :guilabel:`v " "(menu toggle)` icon next to the :guilabel:`WhatsApp` section heading. A " "small menu will open, containing the following options:" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:214 msgid ":guilabel:`Quickstart`" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:215 msgid ":guilabel:`API Setup`" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:216 msgid ":guilabel:`Configuration`" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:218 msgid "" "Click the :guilabel:`Quickstart` option, and then click :guilabel:`Start " "using the API`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:221 msgid "API Setup" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:223 msgid "" "After clicking on :guilabel:`Start using the API`, the page navigates to the" " :guilabel:`API Setup`. Now that the test number has been created, a test " "message can be sent to confirm that WhatsApp is working properly. To begin, " "navigate to the section on the page labeled :guilabel:`Send and receive " "messages` and click the drop-down menu next to :guilabel:`To`, under " ":guilabel:`Step 1 Select phone numbers`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:229 msgid "" "Now, select the only option available: :guilabel:`Manage phone number list`." " Follow the steps and add up to five numbers to send the free test messages " "to. After entering the appropriate country code and phone number, click on " ":guilabel:`Next`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:234 msgid "" "Adding a phone number to send to in this step will allow for a successful " "test to be sent by the terminal. This is critical to ensure the WhatsApp " ":abbr:`API (Application Programming Interface)` is working." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:238 msgid "" "A verification code from WhatsApp Business is then sent to the phone number," " which needs to be input on the next screen to verify ownership of the " "number. Enter the verification code and click :guilabel:`Next` to verify the" " number." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:243 msgid "Send a test message via terminal" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:245 msgid "" "Next, send a test message via the terminal. Under the section labeled " ":guilabel:`Step 2 Send messages with the API`, click :guilabel:`Send " "Message`. A test message will then be sent to the phone number that was set " "in the previous section." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:249 msgid "" "Upon successfully receiving the message to the number, move onto the next " "section to produce and configure webhooks." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:255 msgid "WhatsApp configuration in Odoo" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:257 msgid "" "The next steps configured in this section are all within the Odoo database. " "A few different values for a token, phone number, and account IDs all need " "to be configured in Odoo; these values are necessary in order to create a " ":guilabel:`Callback URL` and :guilabel:`Webhook Verify Token`, which are " "then used to configure the webhooks (in order to receive messages back into " "the database)." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:262 msgid "" "In Odoo, navigate to :menuselection:`WhatsApp app --> Configuration --> " "WhatsApp Business Accounts`. Then click :guilabel:`New` to configure the " "WhatsApp business account in Odoo." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:265 msgid "" "In another browser tab, navigate to " ":menuselection:`https://developers.facebook.com --> My Apps --> WhatsApp -->" " API Configuration`, and then copy the following values from the Meta " "developer console into the corresponding fields in Odoo:" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:274 msgid "Meta Console" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:275 msgid "Odoo Interface" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:276 msgid "Phone" msgstr "Telepon" #: ../../content/applications/productivity/whatsapp.rst:277 msgid ":guilabel:`Phone number ID`" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:278 msgid ":guilabel:`Phone Number ID`" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:279 msgid "Token" msgstr "Token" #: ../../content/applications/productivity/whatsapp.rst:280 msgid ":guilabel:`Temporary access token`" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:281 msgid ":guilabel:`Access Token`" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:282 msgid "App ID" msgstr "Id App" #: ../../content/applications/productivity/whatsapp.rst:283 #: ../../content/applications/productivity/whatsapp.rst:284 msgid ":guilabel:`App ID`" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:285 msgid "Account ID" msgstr "ID Akun" #: ../../content/applications/productivity/whatsapp.rst:286 msgid ":guilabel:`WhatsApp Business Account ID`" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:287 msgid ":guilabel:`Account ID`" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:289 msgid "" "To retrieve the :guilabel:`App Secret`, navigate to the Meta developer " "console, ``_ and select the app that " "Odoo is being configured in. Then in the left-side menu, under " ":guilabel:`App settings`, select :guilabel:`Basic`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:293 msgid "" "Next, click :guilabel:`Show` next to the field :guilabel:`App secret`, and " "enter the account password to verify ownership. Copy the :guilabel:`App " "secret` and then paste that copied value into the :guilabel:`App Secret` " "field on the Odoo :guilabel:`WhatsApp Business Account` configuration " "dashboard." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:298 msgid "" "To complete the setup of the WhatsApp business account in Odoo, click " ":guilabel:`Test Connection`. A successful message in green will populate in " "the upper-right corner of the dashboard if the configuration is set " "correctly." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:303 msgid "Configuring webhooks" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:305 msgid "" "To configure the webhooks for WhatsApp in Odoo, navigate to " "``_ and select the app that Odoo is " "being configured in. Next under the :guilabel:`WhatsApp` menu heading on the" " left side of the screen, click on the :guilabel:`API Setup` menu item. " "Finally go to the section marked :guilabel:`Step 3: Configure webhooks to " "receive messages` and click on :guilabel:`Configure webhooks`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:312 msgid "" "Another way to configure *Webhooks* is to navigate to " "``_ and select the app that Odoo is " "being configured in. Then select :guilabel:`Webhooks` in the left hand menu." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:0 msgid "Manually navigating to the Whatsapp webhooks configuration." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:320 msgid "" "On the :menuselection:`Webhook configuration` page, click on " ":guilabel:`Edit`, where both the :guilabel:`Callback URL` and " ":guilabel:`Webhook Verify Token` values from the Odoo will be added." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:324 msgid "" "Both the :guilabel:`Callback URL` and :guilabel:`Webhook Verify Token` " "values were automatically populated after clicking on :guilabel:`Test " "Connection` in the previous step." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:327 msgid "" "In a separate browser window, retrieve the necessary values in Odoo by " "navigating to :menuselection:`WhatsApp app --> Configuration --> WhatsApp " "Business Accounts` and select the account that is being configured. Locate " "the values under the section labeled :guilabel:`Receiving Messages`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:332 msgid "" "Copy and paste the :guilabel:`Callback URL` from Odoo into the " ":guilabel:`Callback URL` field in Meta. Similarly, copy and paste the " ":guilabel:`Webhook Verify Token` into the :guilabel:`Verify Token` field on " "the Meta developer console, as well." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:336 msgid "" "Finally, click :guilabel:`Verify and save` to record the values in the Meta " "developer console." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:339 msgid "Webhook fields" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:341 msgid "" "Now input individual webhook fields into Meta's developer console, under the" " :guilabel:`Webhook fields` section. Click :guilabel:`Manage` and when the " "pop-up window appears, check the boxes in the :guilabel:`Subscribe` column " "for the following *field names*:" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:345 msgid "account_update" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:346 msgid "message_template_quality_update" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:347 msgid "message_template_status_update" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:348 msgid "messages" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:349 msgid "template_category_update" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:351 msgid "After making the selections, click :guilabel:`Done`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:353 msgid "" "The finished :guilabel:`Webhooks` configuration will appear like this in the" " Meta developer console:" msgstr "" #: ../../content/applications/productivity/whatsapp.rst-1 msgid "WhatsApp webhooks set in the Meta developer console." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:360 msgid "" "The :guilabel:`Webhook fields` will only appear once the subscription is " "confirmed using the :guilabel:`Callback URL` and :guilabel:`Webhook Verify " "Token`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:364 msgid "" "`Meta's WhatsApp documentation on setting webhooks " "`_." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:368 msgid "Add phone number" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:370 msgid "" "To configure the phone number to use for WhatsApp in Odoo, navigate back to " "the Meta developer console (``_) and " "again select the app that Odoo is being configured in. Under the " ":guilabel:`WhatsApp` menu heading on the left side of the screen, click on " "the :guilabel:`API Setup` menu item. From there, go to the section marked: " ":guilabel:`Step 5: Add a phone number`, and click on :guilabel:`Add phone " "number`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:376 msgid "" "In the fields, enter a :guilabel:`Business name` as well as a " ":guilabel:`Business website or profile page`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:380 msgid "" "The :guilabel:`Business website or profile page` field can be a social media" " page's :abbr:`URL (Uniform Resource Locator)`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:383 msgid "" "Complete filling out the business information by next selecting the country " "that the company does business in from the drop-down menu in the " ":guilabel:`Country` section. Add an address if desired, however, this " "information is optional. After adding the location, click :guilabel:`Next` " "to continue." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:388 msgid "" "The following page contains information for the :guilabel:`WhatsApp Business" " profile`. Complete the following sections, accordingly:" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:391 msgid ":guilabel:`WhatsApp Business Profile Display Name`" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:392 msgid ":guilabel:`Timezone`" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:393 msgid ":guilabel:`Category`" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:394 msgid ":guilabel:`Business description` (optional)" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:396 msgid "" "Once these sections are complete, click :guilabel:`Next`. The page refreshes" " and then prompts the administrator to :guilabel:`Add a phone number for " "WhatsApp` in the respective field. Here, enter the phone number to configure" " in WhatsApp." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:401 msgid "" "`Migrate an Existing WhatsApp Number to a Business Account " "`_." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:405 msgid "" "Next, choose a verification method for the phone number. Select either " ":guilabel:`Text message` or :guilabel:`Phone call`, and then click " ":guilabel:`Next` proceed." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:408 msgid "" "The phone number entered will receive either a text or a phone call by " "WhatsApp with a code, depending on the verification method chosen. Enter " "that verification code into the :guilabel:`Verification code` field and " "click :guilabel:`Next` to finish." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:413 msgid "" "If a payment method hasn't been added this will be necessary to proceed. " "`Visit Meta's documentation on how to add a payment method in Meta's " "Business Manager " "`_." " This is part of Meta's fraud detection system, in order to ensure that the " "account/company are real a payment method is required to proceed." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:420 msgid "" "`Meta for Developers: Add a Phone Number " "`_." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:426 msgid "Permanent token" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:428 msgid "" "After configuration and testing are complete, a permanent token should be " "created to replace the :guilabel:`Temporary token`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:432 msgid "" "`Meta for Developers: System User Access Tokens " "`_." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:436 msgid "" "Begin by navigating to ``_ and then go to " ":menuselection:`Business settings --> User --> System Users`. Select an " "existing system user or create a new system user by clicking on " ":guilabel:`Add`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:440 msgid "" "Assets now must be added to the system user and then a permanent token can " "be generated." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:442 msgid "" "Click on :guilabel:`Add assets`, and when the pop-up window appears select " ":guilabel:`Apps` under the :guilabel:`Select asset type`. Then, select the " "Odoo app and toggle the permissions to *On* under the :guilabel:`Full " "control` option. Set this new permission setting by clicking :guilabel:`Save" " Changes`, to which a confirmation window will appear, acknowledging the " "addition of the asset to the system user. Finish by clicking " ":guilabel:`Done`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:448 msgid "" "Next, the permanent token will be generated. Click on :guilabel:`Generate " "new token`, and a pop-up window will appear asking which app this token " "should be generated for. Select the :guilabel:`App` that this token is for. " "Then determine the expiration date of either :guilabel:`60 days` or " ":guilabel:`Never`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:453 msgid "" "Finally, when Meta asks which permissions should the system user allow, add " "all of the following permissions:" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:456 msgid "WhatsApp_business_messaging" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:457 msgid "WhatsApp_business_management" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:459 msgid "" "When permissions are set, click :guilabel:`Generate token`. Copy the token " "value that populates on the screen that follows." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:462 msgid "" "With that token value, update the :guilabel:`Access Token` field in the " "WhatsApp business account in Odoo by navigating to :menuselection:`WhatsApp " "app --> Configuration --> WhatsApp Business Accounts`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:467 msgid "Go live with the Meta app" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:469 msgid "" "Finally, to launch the app, the Meta app must be set to :guilabel:`Live` in " "the Meta developer console. Navigate to " "``_ and click on the app that is being" " configured. In the top menu, toggle the :guilabel:`App Mode` field from " ":guilabel:`Development` to :guilabel:`Live`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:475 msgid "" "If the app status is not set to *live*, then the database will only be able " "to contact the test numbers specified in the developer console." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:479 msgid "" "A privacy policy URL must be set in order for the app to be set to live. Go " "to the Meta developer console, ``_ and" " select the app that Odoo is being configured in. Then, using the menu on " "the left side of the screen, go to :menuselection:`App Settings --> Basic`. " "Then, enter the privacy policy hyperlink address under the " ":guilabel:`Privacy Policy URL` field of the form. Click :guilabel:`Save " "changes` to apply the privacy policy to the app." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:486 msgid "" "Once the app has gone live in the Meta developer console, a confirmation " "email is sent to the administrator." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:492 msgid "WhatsApp templates" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:494 msgid "" "WhatsApp templates are saved messages that are used repeatedly to send " "messages from the database. They allow users to send quality communications," " without having to compose the same text repeatedly." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:497 msgid "" "Creating different templates that are tailored to specific situations lets " "users choose the right message for the right audience. This increases the " "quality of the message and the overall engagement rate with the customer." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:501 msgid "" "WhatsApp templates can be created on both the Odoo and Meta consoles. The " "following process will overview the process for creating templates in Odoo " "and then afterward in Meta." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:505 msgid "" "WhatsApp has an approval process that must be completed before the template " "can be used. :ref:`productivity/whatsapp/approval`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:511 msgid "Creating templates in Odoo" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:513 msgid "" "To access and create WhatsApp templates, begin by navigating to the " ":menuselection:`WhatsApp app --> Templates` dashboard." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:516 msgid "" "At the bottom of an individual template's form, there are three tabs: " ":guilabel:`Body`, :guilabel:`Buttons`, and :guilabel:`Variables`; these " "three tabs combined create the WhatsApp template." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:520 msgid "" "The text is entered into the :guilabel:`Body` tab, and dynamic content that " "is called out in the :guilabel:`Body` tab is specified in the " ":guilabel:`Variables` tab. Every piece of dynamic content (e.g., " "placeholders) in the message (body) is specifically called out and specified" " in the :guilabel:`Variables` tab." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:525 msgid "" "Templates are prefabricated layouts that allow users to send professional " "looking messages to customers. These templates are capable of containing " "dynamic data that will populate in the end message using variables that are " "set in the template configuration. For example, messages can contain the end" " user's name, call out specific products, or reference a sales order, to " "name a few convenient and impactful variables." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:531 msgid "" "To create a WhatsApp template, go to the :menuselection:`WhatsApp app --> " "Templates` dashboard and click :guilabel:`New`. On the form, enter a " ":guilabel:`Name` for the template, and select a :guilabel:`Language`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:536 msgid "" "In order to complete this next task, administrator access rights are needed " "to edit the :guilabel:`Applies to` field. See this :doc:`access rights " "documentation <../general/users/access_rights>` for more information." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:540 msgid "" "In the :guilabel:`Account` drop-down menu, select the *WhatsApp business " "account* in Odoo that this template should link to. Next, under the " ":guilabel:`Applies to` field select the *model* the server action will apply" " to for this template." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:545 msgid "" "These models can also be accessed in :ref:`developer mode `." " On a contact form (or similar relevant form in Odoo), navigate to the model" " that will be referenced, and hover over any field name. A box of backend " "information will reveal itself with the specific Odoo :guilabel:`Model` name" " in the backend. Search (using the front-end name) for this model in the " ":guilabel:`Applies to` drop-down menu in the WhatsApp template." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:552 msgid "" "Often when changing the model or :guilabel:`Applies to` field, the " ":guilabel:`Phone Field` may produce an error The :guilabel:`Phone Field` " "should always be set to the `Phone` or `Mobile` model." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:556 msgid "" "To search available fields, type in the front-end name in the " ":guilabel:`Search...` box. This will find a result from all of the " "available fields for the model (:guilabel:`Applies to`) that the template is" " created for." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:561 msgid "" "In order to find specific fields, multiple levels may need to be navigated " "in the search results box. Use the :guilabel:`> (right chevron)` and " ":guilabel:`โฌ…๏ธ (left arrow)` icons to navigate between the menu levels." msgstr "" #: ../../content/applications/productivity/whatsapp.rst-1 msgid "Searching for the phone field in the search bar." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:569 msgid "" "Change the :guilabel:`Category` to fit either a :guilabel:`Marketing`, " ":guilabel:`Utility`, or :guilabel:`Authentication` category. In most " "instances the first two options will be used, unless the user would like to " "send a password reset or something security related. Set to " ":guilabel:`Marketing` should there be anything promotional being sent and " "set to :guilabel:`Utility` should there be general transactional messages " "being sent (i.e., sales order, event ticket, etc)." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:576 msgid "" "Specifying an incorrect category can cause a flag/rejected status from Meta " "during the approval process." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:579 msgid "" "Add any :guilabel:`Users` that are allowed to use this template. In the " "right-side column, a :guilabel:`Header type` can be configured along with a " ":guilabel:`Header message`, as well." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:582 msgid "The available :guilabel:`Header types` are as follows:" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:584 msgid "Text" msgstr "Teks" #: ../../content/applications/productivity/whatsapp.rst:585 msgid "Image" msgstr "Gambar" #: ../../content/applications/productivity/whatsapp.rst:586 msgid "Video" msgstr "Video" #: ../../content/applications/productivity/whatsapp.rst:587 msgid "Document" msgstr "Dokumen" #: ../../content/applications/productivity/whatsapp.rst:588 msgid "Location (variables need to be set)" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:590 msgid "" "Navigate to the :guilabel:`Body` tab to configure the main message of the " "template." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:592 msgid "" "When all the necessary changes are made to the template, click on the " ":guilabel:`Submit for approval` button in the upper-left corner. This will " "cause the status of the template to change to :guilabel:`Pending`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:596 msgid "" "The status will remain in :guilabel:`Pending` until a decision has been made" " by Meta, whereby a confirmation email will then be sent indicating that the" " template has been approved (or rejected). The templates will then need to " "be synced from the Odoo database." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:600 msgid "" "See this section for more information on :ref:`syncing templates " "`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:603 msgid "" "There are pre-configured demo data templates available in Odoo to use or " "modify. These templates can be used as-is or modified to suit a specific " "business need." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:606 msgid "" "To use these templates, navigate to :menuselection:`WhatsApp app --> " "Templates` and select a pre-configured template. Click :guilabel:`Submit for" " Approval` to start the approval process. An email will be sent to the " "administrator of the Meta account when the template has been approved." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:611 msgid "Buttons" msgstr "Tombol-Tombol" #: ../../content/applications/productivity/whatsapp.rst:613 msgid "" "Buttons can be added into the message from the :guilabel:`Buttons` tab. " "Enter the :guilabel:`Type` (either :guilabel:`Visit Website`, " ":guilabel:`Call Number`, or :guilabel:`Quick Reply`), and then specify the " ":guilabel:`Button Text`, :guilabel:`Call Number` or :guilabel:`Website URL` " "(including :guilabel:`Url Type`), depending on the :guilabel:`Type` of " "button." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:619 msgid "" "Buttons can also be added on the Meta business console. See Meta's WhatsApp " "template dashboard by navigating to " "``_. Then go to " ":menuselection:`Account tools --> Message templates`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:624 msgid "Using placeholders and variables" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:626 msgid "" "Dynamic variables reference certain fields within the Odoo database to " "produce unique data in the WhatsApp message when using a template. Dynamic " "variables are encoded to display fields from within the database, " "referencing fields from within a model." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:631 msgid "" "Many companies like to customize their WhatsApp messages with a personalized" " piece of customer information to grab attention. This can be accomplished " "in Odoo by referencing a field within a model by setting a dynamic variable." " For example, a customer's name can be referenced in the email from the " ":guilabel:`Customer` field on the :guilabel:`Sales Order` model." msgstr "" #: ../../content/applications/productivity/whatsapp.rst-1 msgid "WhatsApp message with dynamic variables highlighted." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:640 msgid "" "Dynamic variables can be added in to the :guilabel:`Body` by adding " ":guilabel:`placeholders` in the *text*. To add a placeholder in the *message" " body* enter the following text `{{1}}`. For the second placeholder enter " "`{{2}}` and increase incrementally as more placeholders are added to the " "text." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:645 msgid "*The following is the text from payment receipt template body:*" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:647 msgid "Dear {{1}}," msgstr "" #: ../../content/applications/productivity/whatsapp.rst:0 msgid "Here is your invoice *{{2}}* from *{{3}}* for a total of *{{4}}{{5}}*." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:0 msgid "To review your invoice or pay online: {{6}}" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:652 msgid "Thank you" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:655 msgid ":ref:`productivity/whatsapp/templates`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:657 msgid "" "These placeholders must be configured on the :guilabel:`Variables` tab of " "the template before submitting for approval from Meta. To edit the dynamic " "variables on a template, first change the :guilabel:`Type` to " ":guilabel:`Field of Model`. This allows Odoo to reference a field within a " "model to produce unique data in the message being sent." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:662 msgid "" "Next, edit the :guilabel:`Field` of the dynamic variables. The " ":guilabel:`Applies to` field in the template should be edited prior to " "ensure the correct model and field are referenced." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:665 msgid "" "To search the available fields, type in the front-end name of the field in " "the search box. This will find a result from all of the available fields for" " the model (:guilabel:`Applies to`) that the template is created for. There " "may be multiple levels that need to be configured." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:670 msgid "" "The following is an example of the variables set for the above placeholders " "in the payment receipt noted above:" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:678 msgid "Sample Value" msgstr "Sampel Value" #: ../../content/applications/productivity/whatsapp.rst:679 msgid "Type" msgstr "Tipe" #: ../../content/applications/productivity/whatsapp.rst:680 msgid "Field" msgstr "Kolom" #: ../../content/applications/productivity/whatsapp.rst:681 msgid "body - {{1}}" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:682 msgid "Azure Interior" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:683 #: ../../content/applications/productivity/whatsapp.rst:687 #: ../../content/applications/productivity/whatsapp.rst:691 #: ../../content/applications/productivity/whatsapp.rst:695 #: ../../content/applications/productivity/whatsapp.rst:699 msgid "Field of Model" msgstr "Field dari Model" #: ../../content/applications/productivity/whatsapp.rst:684 msgid "`Partner`" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:685 msgid "body - {{2}}" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:686 msgid "INV/2022/00001" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:688 msgid "`Number`" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:689 msgid "body - {{3}}" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:690 msgid "My Company" msgstr "Perusahaan saya" #: ../../content/applications/productivity/whatsapp.rst:692 msgid "`Company`" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:693 msgid "body - {{4}}" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:694 msgid "$" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:696 msgid "`Currency > Symbol`" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:697 msgid "body - {{5}}" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:698 msgid "4000" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:700 msgid "`Amount`" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:701 msgid "body - {{6}}" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:702 msgid "\\https://.." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:703 msgid "Portal link" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:707 msgid "" "For example, in the :guilabel:`Body` tab, if the following is typed, \"Hello" " {{1}},\", then `{{1}}` must be set in the :guilabel:`Variables` tab. For " "this specific case, the message should greet the customer by name, so the " "`{{1}}` should be configured to populate the `{{1}}` :guilabel:`Field` with " "the :guilabel:`Customer` name." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:713 msgid "Customizing WhatsApp templates is out of the scope of Odoo Support." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:718 msgid "Meta template approval" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:720 msgid "" "After updating the dynamic variables on the template, the template needs to " "be submitted to Meta for approval again. Click :guilabel:`Submit for " "Approval` to start the approval process. An email will be sent to the " "administrator of the Meta account when the template has been approved." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:724 msgid "" "Following the approval from Meta, sync the templates again in the Odoo " "database. See this documentation: :ref:`productivity/whatsapp/sync`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:728 msgid "" "To see the status to Meta's WhatsApp template dashboard by navigating to " "``_. Then go to " ":menuselection:`Account tools --> Message templates`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:735 msgid "Syncing templates" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:737 msgid "" "Templates must be synced on the Odoo database once they are approved by the " "Meta team. To do so, begin by navigating to :menuselection:`WhatsApp app -->" " Configuration --> WhatsApp Business Accounts` and select the configuration " "that should be synced. Under the section marked :menuselection:`Sending " "messages`, towards the bottom, click on :guilabel:`Sync Templates`. Meta " "will update the templates that are approved so that they can be utilized " "with various apps in the database." msgstr "" #: ../../content/applications/productivity/whatsapp.rst-1 msgid "" "Syncing Meta WhatsApp templates to the Odoo database, with the 'Sync Templates'\n" "highlighted." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:749 msgid "" "A successful message in green appears in the upper-right corner with the " "number of templates updated." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:753 msgid "" "Templates can also be synced individually from the template itself. Navigate" " to the :menuselection:`WhatsApp app --> Templates` dashboard and select the" " template to sync. Then, click on the :guilabel:`Sync Template` button " "located in the top menu of the template's form." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:758 msgid "Creating templates in Meta" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:760 msgid "" "First, navigate to `Meta's WhatsApp template dashboard " "`_, and then go to " ":menuselection:`Account tools --> Message templates`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst-1 msgid "" "Account tools highlighted in business manager with the manage templates link" " highlighted." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:768 msgid "" "To create a WhatsApp template, click on the blue :guilabel:`Create template`" " button, and then select the :guilabel:`Category`. The options listed " "include: :guilabel:`Marketing`, :guilabel:`Utility`, and " ":guilabel:`Authentication`. In most instances the first two options will be " "used, unless the user would like to send a password reset or something " "security related." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:773 msgid "" "Enter the :guilabel:`Name` of the template and then select the " ":guilabel:`Language` for the template." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:777 msgid "" "Multiple languages can be selected by typing the language name(s) and " "selecting the other languages as needed." msgstr "" #: ../../content/applications/productivity/whatsapp.rst-1 msgid "" "Template configuration options listed, with Marketing, Utility, Name and Language\n" "highlighted." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:785 msgid "" "After making the appropriate selections, click on :guilabel:`Continue` in " "the upper-right corner. The page redirects to the :guilabel:`Edit template` " "page. Here the :guilabel:`Header`, :guilabel:`Body`, :guilabel:`Footer` and " ":guilabel:`Buttons` are configured. To the right of the template is a " "preview of what the template will look like in production." msgstr "" #: ../../content/applications/productivity/whatsapp.rst-1 msgid "Edit the template using a header, body, footer and buttons." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:794 msgid "" "When all the necessary changes are made to the template, click on the " ":guilabel:`Submit` button in the upper-right corner. A confirmation window " "appears to confirm the languageโ€” click :guilabel:`Confirm` to approve and " "then another window appears stating that the template will be submitted to " "Meta for review and approval." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:799 msgid "" "The :guilabel:`Status` of the template will remain in :guilabel:`In review` " "until a decision has been made by Meta. Once an email confirmation is " "received approving the template, the templates will need to be synced from " "within the Odoo database." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:804 msgid "" "For more information on configuring templates on the Meta developer console " "visit `Meta's WhatsApp template documentation " "`_." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:811 msgid "" "Notifications in WhatsApp are handled similar to a message conversation in " "Odoo. A pop-up window appears with the received conversation from the " "customer. By default, notifications are set in the WhatsApp business account" " configuration in Odoo." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:815 msgid "" "Notification settings can be adjusted by navigating to " ":menuselection:`WhatsApp app --> Configuration --> WhatsApp Business " "Accounts`. From there, select the account and scroll down to the " ":menuselection:`Control` section where notifications are handled. Under the " ":guilabel:`Notify users` heading, type in the field which user(s) should be " "notified for this particular WhatsApp channel." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:821 msgid "" "Once a conversation is initiated between a user and a customer, " "notifications to all the users specified in the WhatsApp business account " "configuration won't occur. Only notifications to the user(s) in the " "conversation will occur. Should the user not respond within 15 days, the " "customer's reply after the 15 days will populate once again to all the users" " specified in the WhatsApp configuration." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:828 msgid "Adding users to chat" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:830 msgid "" "Users can be added to a WhatsApp chat by expanding the WhatsApp pop-up " "window. WhatsApp conversations are located in the *Discuss* app. Click on " "the :guilabel:`๐Ÿ‘ค+ (add user)` icon next to it, and a window appears to " "invite users to the conversation." msgstr "" #: ../../content/applications/productivity/whatsapp.rst-1 msgid "" "Adding users to a WhatsApp conversation, with the add user icon highlighted." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:839 msgid "WhatsApp API FAQ" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:842 msgid "Verification" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:844 msgid "" "As of February 1, 2023, if the Meta app requires advanced level access to " "permissions, a complete business verification may need to be completed. This" " includes submitting office business documents to Meta. `See this " "documentation " "`_." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:850 msgid "" "`Meta's WhatsApp access verification documentation " "`_." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:854 msgid "Template errors" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:856 msgid "" "Editing templates can cause tracebacks and errors unless the exact process " "is followed above, here: (:ref:`productivity/whatsapp/templates`)." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:860 msgid "Duplicate validation error" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:862 msgid "" "When syncing the templates there may be an instance when there are multiple " "templates with the same name on Meta's business manager and in Odoo. This " "causes a duplicate validation error. To correct this issue, rename the " "duplicate template name on Odoo and sync the templates once again by " "following the steps here: :ref:`productivity/whatsapp/sync`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst-1 msgid "User error populated in Odoo when a duplicate template exists." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:872 msgid "Token errors" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:875 msgid "User error" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:877 msgid "" "Should the temporary token not be replaced with a permanent token a user " "error will populate in Odoo when testing the connection after sending fails." " To correct this issues see :ref:`productivity/whatsapp/token`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst-1 msgid "User error populated in Odoo when token expires." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:886 msgid "System user error 100" msgstr "" #: ../../content/applications/productivity/whatsapp.rst:888 msgid "" "Should the system user be an :guilabel:`Employee` when setting up the " "permanent token, a user error 100 will populate." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:891 msgid "" "To correct this error, create an :guilabel:`Admin` system user, following " "the process outlined here: :ref:`productivity/whatsapp/token`." msgstr "" #: ../../content/applications/productivity/whatsapp.rst-1 msgid "" "User error populated in Odoo when an employee token is generated instead of " "a Admin user." msgstr ""