# SOME DESCRIPTIVE TITLE. # Copyright (C) Odoo S.A. # This file is distributed under the same license as the Odoo package. # FIRST AUTHOR , YEAR. # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" "POT-Creation-Date: 2024-03-08 12:48+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Language-Team: Hindi (https://app.transifex.com/odoo/teams/41243/hi/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" "Content-Transfer-Encoding: 8bit\n" "Language: hi\n" "Plural-Forms: nplurals=2; plural=(n != 1);\n" #: ../../content/applications/general.rst:3 msgid "Miscellaneous" msgstr "" #: ../../content/applications/general/apps_modules.rst:3 msgid "Apps and modules" msgstr "" #: ../../content/applications/general/apps_modules.rst:5 msgid "" "You can :ref:`install `, :ref:`upgrade ` " "and :ref:`uninstall ` all apps and modules from the " ":menuselection:`Apps` dashboard." msgstr "" #: ../../content/applications/general/apps_modules.rst:8 msgid "" "By default, an *Apps* filter is applied. If you want to search for modules, " "click on *Filters* and select *Extra*." msgstr "" #: ../../content/applications/general/apps_modules.rst-1 msgid "Add \"Extra\" filter in Odoo Apps" msgstr "" #: ../../content/applications/general/apps_modules.rst:16 msgid "" "Odoo is *not a smartphone*, and its apps shouldn't be installed or " "uninstalled carelessly. Apply caution when adding or removing apps and " "modules on your database since this may impact your subscription costs." msgstr "" #: ../../content/applications/general/apps_modules.rst:0 msgid "**Installing or uninstalling apps and managing users is up to you.**" msgstr "" #: ../../content/applications/general/apps_modules.rst:0 msgid "" "As the administrator of your database, you are responsible for its usage, as" " you know best how your organization works." msgstr "" #: ../../content/applications/general/apps_modules.rst:0 msgid "**Odoo apps have dependencies.**" msgstr "" #: ../../content/applications/general/apps_modules.rst:0 msgid "" "Installing some apps and features with dependencies may also install " "additional apps and modules that are technically required, even if you won't" " actively use them." msgstr "" #: ../../content/applications/general/apps_modules.rst:0 msgid "**Test app installation/removal on a duplicate of your database.**" msgstr "" #: ../../content/applications/general/apps_modules.rst:0 msgid "" "This way, you can know what app dependencies may be required or what data " "may be erased." msgstr "" #: ../../content/applications/general/apps_modules.rst:32 msgid "Install apps and modules" msgstr "" #: ../../content/applications/general/apps_modules.rst:34 msgid "" "Go to :menuselection:`Apps`, and click on the *Install* button of the app " "you want to install." msgstr "" #: ../../content/applications/general/apps_modules.rst:37 msgid "" "If the module you are looking for is not listed, you can **update the app " "list**." msgstr "" #: ../../content/applications/general/apps_modules.rst:39 msgid "" "To do so, activate the :ref:`developer mode `, then go to " ":menuselection:`Apps --> Update Apps List` and click on *Update*." msgstr "" #: ../../content/applications/general/apps_modules.rst:45 msgid "Upgrade apps and modules" msgstr "" #: ../../content/applications/general/apps_modules.rst:47 msgid "" "On some occasions, new improvements or app features are added to " ":doc:`supported versions of Odoo " "`. To be able to use them, you " "must **upgrade** your app." msgstr "" #: ../../content/applications/general/apps_modules.rst:51 msgid "" "Go to :menuselection:`Apps`, click on the *dropdown menu* of the app you " "want to upgrade, then on *Upgrade*." msgstr "" #: ../../content/applications/general/apps_modules.rst:57 msgid "Uninstall apps and modules" msgstr "" #: ../../content/applications/general/apps_modules.rst:59 msgid "" "Go to :menuselection:`Apps`, click on the *dropdown menu* of the app you " "want to uninstall, then on *Uninstall*." msgstr "" #: ../../content/applications/general/apps_modules.rst:65 msgid "" "Some apps have dependencies, meaning that one app requires another. " "Therefore, uninstalling one app may uninstall multiple apps and modules. " "Odoo warns you which dependent apps and modules are affected by it." msgstr "" #: ../../content/applications/general/apps_modules.rst:72 msgid "To complete the uninstallation, click on *Confirm*." msgstr "" #: ../../content/applications/general/apps_modules.rst:75 msgid "" "Uninstalling an app also uninstalls all its dependencies and permanently " "erases their data." msgstr "" #: ../../content/applications/general/auth.rst:5 #: ../../content/applications/general/auth/azure.rst:79 msgid "Authentication" msgstr "" #: ../../content/applications/general/auth/2fa.rst:3 msgid "Two-factor Authentication" msgstr "" #: ../../content/applications/general/auth/2fa.rst:5 msgid "" "Two-factor authentication (\"2FA\") is a good way to improve the security of" " an account, to make it less likely that an other person will manage to log " "in instead of you." msgstr "" #: ../../content/applications/general/auth/2fa.rst:9 msgid "" "Practically, it means storing a secret inside an *authenticator* (usually " "your cell phone) and exchanging a code from the authenticator when you try " "to log in." msgstr "" #: ../../content/applications/general/auth/2fa.rst:13 msgid "" "This means an attacker needs *both* to have guessed (or found) your password" " and to access (or steal) your authenticator, a more difficult proposition " "than either one or the other." msgstr "" #: ../../content/applications/general/auth/2fa.rst:18 msgid "Requirements" msgstr "" #: ../../content/applications/general/auth/2fa.rst:20 msgid "" "These lists are just examples, they are not endorsements of any specific " "software." msgstr "" #: ../../content/applications/general/auth/2fa.rst:23 msgid "" "If you don't already have one, you will need to choose an authenticator." msgstr "" #: ../../content/applications/general/auth/2fa.rst:26 msgid "" "Phone-based authenticators are the easiest and most common so we will assume" " you'll pick and install one on your phone, examples include `Authy " "`_, `FreeOTP `_, `Google " "Authenticator `_, " "`LastPass Authenticator `_, `Microsoft " "Authenticator `_, ...; password managers also " "commonly include :abbr:`2FA (two-factor authentication)` support e.g. " "`1Password `_, `Bitwarden" " `_, ..." msgstr "" #: ../../content/applications/general/auth/2fa.rst:39 msgid "" "For the sake of demonstration we will be using Google Authenticator (not " "because it is any good but because it is quite common)." msgstr "" #: ../../content/applications/general/auth/2fa.rst:43 msgid "Setting up two-factor authentication" msgstr "" #: ../../content/applications/general/auth/2fa.rst:45 msgid "" "Once you have your authenticator of choice, go to the Odoo instance you want" " to setup :abbr:`2FA (two-factor authentication)`, then open " ":guilabel:`Preferences` (or :guilabel:`My Profile`):" msgstr "" #: ../../content/applications/general/auth/2fa.rst:52 msgid "" "Open the :guilabel:`Account Security` tab, then click the :guilabel:`Enable " "two-factor authentication` button:" msgstr "" #: ../../content/applications/general/auth/2fa.rst:58 msgid "" "Because this is a security-sensitive action, you will need to input your " "password:" msgstr "" #: ../../content/applications/general/auth/2fa.rst:64 msgid "After which you will see this screen with a barcode:" msgstr "" #: ../../content/applications/general/auth/2fa.rst:69 msgid "" "In most applications, you can simply *scan the barcode* via the " "authenticator of your choice, the authenticator will then take care of all " "the setup:" msgstr "" #: ../../content/applications/general/auth/2fa.rst:78 msgid "" "If you can not scan the screen (e.g. because you are doing this set-up on " "the same phone as the authenticator application), you can click the provided" " link, or copy the secret to manually set-up your authenticator:" msgstr "" #: ../../content/applications/general/auth/2fa.rst:89 msgid "" "Once this is done, the authenticator should display a *verification code* " "with some useful identifying information (e.g. the domain and login for " "which the code is):" msgstr "" #: ../../content/applications/general/auth/2fa.rst:96 msgid "" "You can now input the code into the :guilabel:`Verification Code` field, " "then click the :guilabel:`Enable two-factor authentication` button." msgstr "" #: ../../content/applications/general/auth/2fa.rst:100 msgid "" "Congratulation, your account is now protected by two-factor authentication!" msgstr "" #: ../../content/applications/general/auth/2fa.rst:107 msgid "Logging in" msgstr "" #: ../../content/applications/general/auth/2fa.rst:109 msgid "You should now :guilabel:`Log out` to follow along." msgstr "" #: ../../content/applications/general/auth/2fa.rst:111 msgid "" "On the login page, input the username and password of the account for which " "you set up :abbr:`2FA (two-factor authentication)`, rather than immediately " "enter Odoo you will now get a second log-in screen:" msgstr "" #: ../../content/applications/general/auth/2fa.rst:118 msgid "" "Get your authenticator, input the code it provides for the domain and " "account, validate, and you're now in." msgstr "" #: ../../content/applications/general/auth/2fa.rst:121 msgid "" "And that's it. From now on, unless you disable :abbr:`2FA (two-factor " "authentication)` you will have a two-step log-in process rather than the old" " one-step process." msgstr "" #: ../../content/applications/general/auth/2fa.rst:125 msgid "" "Don't lose your authenticator, if you do, you will need an *Odoo " "Administrator* to disable :abbr:`2FA (two-factor authentication)` on the " "account." msgstr "" #: ../../content/applications/general/auth/azure.rst:3 msgid "Microsoft Azure sign-in authentication" msgstr "" #: ../../content/applications/general/auth/azure.rst:5 msgid "" "The Microsoft Azure OAuth sign-in authentication is a useful function that " "allows Odoo users to sign in to their database with their Microsoft Azure " "account." msgstr "" #: ../../content/applications/general/auth/azure.rst:8 msgid "" "This is particularly helpful if the organization uses Azure Workspace, and " "wants employees within the organization to connect to Odoo using their " "Microsoft Accounts." msgstr "" #: ../../content/applications/general/auth/azure.rst:12 msgid "" "Databases hosted on Odoo.com should not use OAuth login for the owner or " "administrator of the database as it would unlink the database from their " "Odoo.com account. If OAuth is set up for that user, the database will no " "longer be able to be duplicated, renamed, or otherwise managed from the " "Odoo.com portal." msgstr "" #: ../../content/applications/general/auth/azure.rst:19 msgid ":doc:`../../productivity/calendar/outlook`" msgstr "" #: ../../content/applications/general/auth/azure.rst:20 #: ../../content/applications/general/email_communication/email_servers.rst:69 msgid ":doc:`/administration/maintain/azure_oauth`" msgstr "" #: ../../content/applications/general/auth/azure.rst:23 #: ../../content/applications/general/auth/google.rst:24 #: ../../content/applications/general/voip/axivox/axivox_config.rst:17 #: ../../content/applications/general/voip/onsip.rst:18 msgid "Configuration" msgstr "" #: ../../content/applications/general/auth/azure.rst:25 msgid "" "Integrating the Microsoft sign-in function requires configuration on " "Microsoft and Odoo." msgstr "" #: ../../content/applications/general/auth/azure.rst:28 msgid "Odoo System Parameter" msgstr "" #: ../../content/applications/general/auth/azure.rst:30 msgid "" "First activate the :ref:`developer mode `, and then go to " ":menuselection:`Settings --> Technical --> System Parameters`." msgstr "" #: ../../content/applications/general/auth/azure.rst:33 msgid "" "Click :guilabel:`Create` and on the new/blank form that appears, add the " "following system parameter `auth_oauth.authorization_header` to the " ":guilabel:`Key` field, and set the :guilabel:`Value` to `1`. Then click " ":guilabel:`Save` to finish." msgstr "" #: ../../content/applications/general/auth/azure.rst:38 msgid "Microsoft Azure dashboard" msgstr "" #: ../../content/applications/general/auth/azure.rst:41 msgid "Create a new application" msgstr "" #: ../../content/applications/general/auth/azure.rst:43 msgid "" "Now that the system parameters in Odoo have been set up, it's time to create" " a corresponding application inside of Microsoft Azure. To get started " "creating the new application, go to `Microsoft's Azure Portal " "`_. Log in with the :guilabel:`Microsoft Outlook " "Office 365` account if there is one, otherwise, log in with a personal " ":guilabel:`Microsoft account`." msgstr "" #: ../../content/applications/general/auth/azure.rst:50 msgid "" "A user with administrative access to the *Azure Settings* must connect and " "perform the following configuration steps below." msgstr "" #: ../../content/applications/general/auth/azure.rst:53 msgid "" "Next, navigate to the section labeled :guilabel:`Manage Microsoft Entra ID` " "(formally *Azure Active Directory*). The location of this link is usually in" " the center of the page." msgstr "" #: ../../content/applications/general/auth/azure.rst:56 msgid "" "Now, click on the :guilabel:`Add (+)` icon, located in the top menu, and " "then select :guilabel:`App registration` from the drop-down menu. On the " ":guilabel:`Register an application` screen, rename the :guilabel:`Name` " "field to `Odoo Login OAuth` or a similarly recognizable title. Under the " ":guilabel:`Supported account types` section select the option for " ":guilabel:`Accounts in this organizational directory only (Default Directory" " only - Single tenant)`." msgstr "" #: ../../content/applications/general/auth/azure.rst:63 msgid "" "The :guilabel:`Supported account types` can vary by Microsoft account type " "and end use of the OAuth. For example: Is the login meant for internal users" " within one organization or is it meant for customer portal access? The " "above configuration is used for internal users in an organization." msgstr "" #: ../../content/applications/general/auth/azure.rst:68 msgid "" "Choose :guilabel:`Personal Microsoft accounts only` if the target audience " "is meant for portal users. Choose :guilabel:`Accounts in this organizational" " directory only (Default Directory only - Single tenant)` if the target " "audience is company users." msgstr "" #: ../../content/applications/general/auth/azure.rst:72 msgid "" "Under the :guilabel:`Redirect URL` section, select :guilabel:`Web` as the " "platform, and then input `https:///auth_oauth/signin` in the " ":guilabel:`URL` field. The Odoo base :abbr:`URL (Uniform Resource Locator)` " "is the canonical domain at which your Odoo instance can be reached (e.g. " "*mydatabase.odoo.com* if you are hosted on Odoo.com) in the :guilabel:`URL` " "field. Then, click :guilabel:`Register`, and the application is created." msgstr "" #: ../../content/applications/general/auth/azure.rst:81 msgid "" "Edit the new app's authentication by clicking on the " ":guilabel:`Authentication` menu item in the left menu after being redirected" " to the application's settings from the previous step." msgstr "" #: ../../content/applications/general/auth/azure.rst:84 msgid "" "Next, the type of *tokens* needed for the OAuth authentication will be " "chosen. These are not currency tokens but rather authentication tokens that " "are passed between Microsoft and Odoo. Therefore, there is no cost for these" " tokens; they are used merely for authentication purposes between two " ":abbr:`APIs (application programming interfaces)`. Select the tokens that " "should be issued by the authorization endpoint by scrolling down the screen " "and check the boxes labeled: :guilabel:`Access tokens (used for implicit " "flows)` and :guilabel:`ID tokens (used for implicit and hybrid flows)`." msgstr "" #: ../../content/applications/general/auth/azure.rst-1 msgid "Authentication settings and endpoint tokens." msgstr "" #: ../../content/applications/general/auth/azure.rst:96 msgid "Click :guilabel:`Save` to ensure these settings are saved." msgstr "" #: ../../content/applications/general/auth/azure.rst:99 msgid "Gather credentials" msgstr "" #: ../../content/applications/general/auth/azure.rst:101 msgid "" "With the application created and authenticated in the Microsoft Azure " "console, credentials will be gathered next. To do so, click on the " ":guilabel:`Overview` menu item in the left-hand column. Select and copy the " ":guilabel:`Application (client) ID` in the window that appears. Paste this " "credential to a clipboard / notepad, as this credential will be used in the " "Odoo configuration later." msgstr "" #: ../../content/applications/general/auth/azure.rst:106 msgid "" "After finishing this step, click on :guilabel:`Endpoints` on the top menu " "and click the *copy icon* next to :guilabel:`OAuth 2.0 authorization " "endpoint (v2)` field. Paste this value in the clipboard / notepad." msgstr "" #: ../../content/applications/general/auth/azure.rst-1 msgid "Application ID and OAuth 2.0 authorization endpoint (v2) credentials." msgstr "" #: ../../content/applications/general/auth/azure.rst:115 msgid "Odoo setup" msgstr "" #: ../../content/applications/general/auth/azure.rst:117 msgid "" "Finally, the last step in the Microsoft Azure OAuth configuration is to " "configure some settings in Odoo. Navigate to :menuselection:`Settings --> " "Integrations --> OAuth Authentication` and check the box to activate the " "OAuth login feature. Click :guilabel:`Save` to ensure the progress is saved." " Then, sign in to the database once the login screen loads." msgstr "" #: ../../content/applications/general/auth/azure.rst:122 msgid "" "Once again, navigate to :menuselection:`Settings --> Integrations --> OAuth " "Authentication` and click on :guilabel:`OAuth Providers`. Now, select " ":guilabel:`New` in the upper-left corner and name the provider `Azure`." msgstr "" #: ../../content/applications/general/auth/azure.rst:126 msgid "" "Paste the :guilabel:`Application (client) ID` from the previous section into" " the :guilabel:`Client ID` field. After completing this, paste the new " ":guilabel:`OAuth 2.0 authorization endpoint (v2)` value into the " ":guilabel:`Authorization URL` field." msgstr "" #: ../../content/applications/general/auth/azure.rst:130 msgid "" "For the :guilabel:`UserInfo URL` field, paste the following :abbr:`URL " "(Uniform Resource Locator)`: `https://graph.microsoft.com/oidc/userinfo`" msgstr "" #: ../../content/applications/general/auth/azure.rst:133 msgid "" "In the :guilabel:`Scope` field, paste the following value: `openid profile " "email`. Next, the Windows logo can be used as the CSS class on the login " "screen by entering the following value: `fa fa-fw fa-windows`, in the " ":guilabel:`CSS class` field." msgstr "" #: ../../content/applications/general/auth/azure.rst:137 msgid "" "Check the box next to the :guilabel:`Allowed` field to enable the OAuth " "provider. Finally, add `Microsoft Azure` to the :guilabel:`Login button " "label` field. This text will appear next to the Windows logo on the login " "page." msgstr "" #: ../../content/applications/general/auth/azure.rst-1 msgid "Odoo provider setup in the Settings application." msgstr "" #: ../../content/applications/general/auth/azure.rst:145 msgid "" ":guilabel:`Save` the changes to complete the OAuth authentication setup in " "Odoo." msgstr "" #: ../../content/applications/general/auth/azure.rst:148 msgid "User experience flows" msgstr "" #: ../../content/applications/general/auth/azure.rst:150 msgid "" "For a user to log in to Odoo using Microsoft Azure, the user must be on the " ":menuselection:`Odoo password reset page`. This is the only way that Odoo is" " able to link the Microsoft Azure account and allow the user to log in." msgstr "" #: ../../content/applications/general/auth/azure.rst:155 msgid "" "Existing users must :ref:`reset their password ` to " "access the :menuselection:`Odoo password reset page`. New Odoo users must " "click the new user invitation link that was sent via email, then click on " ":guilabel:`Microsoft Azure`. Users should not set a new password." msgstr "" #: ../../content/applications/general/auth/azure.rst:160 msgid "" "To sign in to Odoo for the first time using the Microsoft Azure OAuth " "provider, navigate to the :menuselection:`Odoo password reset page` (using " "the new user invitation link). A password reset page should appear. Then, " "click on the option labeled :guilabel:`Microsoft Azure`. The page will " "redirect to the Microsoft login page." msgstr "" #: ../../content/applications/general/auth/azure.rst-1 msgid "Microsoft Outlook login page." msgstr "" #: ../../content/applications/general/auth/azure.rst:169 msgid "" "Enter the :guilabel:`Microsoft Email Address` and click :guilabel:`Next`. " "Follow the process to sign in to the account. Should :abbr:`2FA (Two Factor " "Authentication)` be turned on, then an extra step may be required." msgstr "" #: ../../content/applications/general/auth/azure.rst-1 msgid "Enter Microsoft login credentials." msgstr "" #: ../../content/applications/general/auth/azure.rst:177 msgid "" "Finally, after logging in to the account, the page will redirect to a " "permissions page where the user will be prompted to :guilabel:`Accept` the " "conditions that the Odoo application will access their Microsoft " "information." msgstr "" #: ../../content/applications/general/auth/azure.rst-1 msgid "" "Accept Microsoft conditions for permission access to your account " "information." msgstr "" #: ../../content/applications/general/auth/google.rst:3 msgid "Google Sign-In Authentication" msgstr "" #: ../../content/applications/general/auth/google.rst:5 msgid "" "The *Google Sign-In Authentication* is a useful function that allows Odoo " "users to sign in to their database with their Google account." msgstr "" #: ../../content/applications/general/auth/google.rst:8 msgid "" "This is particularly helpful if the organization uses Google Workspace, and " "wants employees within the organization to connect to Odoo using their " "Google Accounts." msgstr "" #: ../../content/applications/general/auth/google.rst:12 msgid "" "Databases hosted on Odoo.com should not use Oauth login for the owner or " "administrator of the database as it would unlink the database from their " "Odoo.com account. If Oauth is set up for that user, the database will no " "longer be able to be duplicated, renamed or otherwise managed from the " "Odoo.com portal." msgstr "" #: ../../content/applications/general/auth/google.rst:18 msgid ":doc:`/applications/productivity/calendar/google`" msgstr "" #: ../../content/applications/general/auth/google.rst:19 #: ../../content/applications/general/email_communication/email_servers.rst:68 msgid ":doc:`/administration/maintain/google_oauth`" msgstr "" #: ../../content/applications/general/auth/google.rst:26 msgid "" "The integration of the Google sign-in function requires configuration both " "on Google *and* Odoo." msgstr "" #: ../../content/applications/general/auth/google.rst:31 msgid "Google API Dashboard" msgstr "" #: ../../content/applications/general/auth/google.rst:33 msgid "" "Go to the `Google API Dashboard `_." msgstr "" #: ../../content/applications/general/auth/google.rst:34 msgid "" "Make sure the right project is opened. If there isn't a project yet, click " "on :guilabel:`Create Project`, fill out the project name and other details " "of the company, and click on :guilabel:`Create`." msgstr "" #: ../../content/applications/general/auth/google.rst:0 msgid "Filling out the details of a new project." msgstr "" #: ../../content/applications/general/auth/google.rst:43 msgid "Choose the name of the company from the drop-down menu." msgstr "" #: ../../content/applications/general/auth/google.rst:48 msgid "OAuth consent screen" msgstr "" #: ../../content/applications/general/auth/google.rst:50 msgid "On the left side menu, click on :menuselection:`OAuth consent screen`." msgstr "" #: ../../content/applications/general/auth/google.rst:0 msgid "Google OAuth consent selection menu." msgstr "" #: ../../content/applications/general/auth/google.rst:56 msgid "" "Choose one of the options (:guilabel:`Internal` / :guilabel:`External`), and" " click on :guilabel:`Create`." msgstr "" #: ../../content/applications/general/auth/google.rst:0 msgid "Choice of a user type in OAuth consent." msgstr "" #: ../../content/applications/general/auth/google.rst:64 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/general/auth/google.rst:68 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/general/auth/google.rst:71 msgid "" "Fill out the required details and domain info, then click on :guilabel:`Save" " and Continue`." msgstr "" #: ../../content/applications/general/auth/google.rst:72 msgid "" "On the :menuselection:`Scopes` page, leave all fields as is, and click on " ":guilabel:`Save and Continue`." msgstr "" #: ../../content/applications/general/auth/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/general/auth/google.rst:77 msgid "" "Finally, scroll to the bottom, and click on :guilabel:`Back to Dashboard`." msgstr "" #: ../../content/applications/general/auth/google.rst:82 msgid "Credentials" msgstr "" #: ../../content/applications/general/auth/google.rst:84 msgid "On the left side menu, click on :menuselection:`Credentials`." msgstr "" #: ../../content/applications/general/auth/google.rst:0 msgid "Credentials button menu." msgstr "" #: ../../content/applications/general/auth/google.rst:90 msgid "" "Click on :guilabel:`Create Credentials`, and select :guilabel:`OAuth client " "ID`." msgstr "" #: ../../content/applications/general/auth/google.rst:0 msgid "OAuth client id selection." msgstr "" #: ../../content/applications/general/auth/google.rst:96 msgid "" "Select :guilabel:`Web Application` as the :guilabel:`Application Type`. Now," " configure the allowed pages on which Odoo will be redirected." msgstr "" #: ../../content/applications/general/auth/google.rst:99 msgid "" "In order to achieve this, in the :guilabel:`Authorized redirect URIs` field," " enter the database's domain immediately followed by `/auth_oauth/signin`. " "For example: `https://mydomain.odoo.com/auth_oauth/signin`, then click on " ":guilabel:`Create`." msgstr "" #: ../../content/applications/general/auth/google.rst:103 msgid "" "Now that the *OAuth client* has been created, a screen will appear with the " ":guilabel:`Client ID` and :guilabel:`Client Secret`. Copy the " ":guilabel:`Client ID` for later, as it will be necessary for the " "configuration in Odoo, which will be covered in the following steps." msgstr "" #: ../../content/applications/general/auth/google.rst:110 msgid "Google Authentication on Odoo" msgstr "" #: ../../content/applications/general/auth/google.rst:115 msgid "Retrieve the Client ID" msgstr "" #: ../../content/applications/general/auth/google.rst:117 msgid "" "Once the previous steps are complete, two keys are generated on the Google " "API Dashboard: :guilabel:`Client ID` and :guilabel:`Client Secret`. Copy the" " :guilabel:`Client ID`." msgstr "" #: ../../content/applications/general/auth/google.rst-1 msgid "Google OAuth Client ID generated." msgstr "" #: ../../content/applications/general/auth/google.rst:127 msgid "Odoo activation" msgstr "" #: ../../content/applications/general/auth/google.rst:129 msgid "" "Go to :menuselection:`Odoo General Settings --> Integrations` and activate " ":guilabel:`OAuth Authentication`." msgstr "" #: ../../content/applications/general/auth/google.rst:133 msgid "Odoo may prompt the user to log-in again after this step." msgstr "" #: ../../content/applications/general/auth/google.rst:135 msgid "" "Go back to :menuselection:`General Settings --> Integrations --> OAuth " "Authentication`, activate the selection and :guilabel:`Save`. Next, return " "to :menuselection:`General Settings --> Integrations --> Google " "Authentication` and activate the selection. Then fill out the " ":guilabel:`Client ID` with the key from the Google API Dashboard, and " ":guilabel:`Save`." msgstr "" #: ../../content/applications/general/auth/google.rst:0 msgid "Filling out the client id in Odoo settings." msgstr "" #: ../../content/applications/general/auth/google.rst:145 msgid "" "Google OAuth2 configuration can also be accessed by clicking on " ":guilabel:`OAuth Providers` under the :guilabel:`OAuth Authentication` " "heading in :menuselection:`Integrations`." msgstr "" #: ../../content/applications/general/auth/google.rst:151 msgid "Log in to Odoo with Google" msgstr "" #: ../../content/applications/general/auth/google.rst:153 msgid "" "To link the Google account to the Odoo profile, click on :guilabel:`Log in " "with Google` when first logging into Odoo." msgstr "" #: ../../content/applications/general/auth/google.rst:0 msgid "Reset password screen with \"Log in with Google\" button." msgstr "" #: ../../content/applications/general/auth/google.rst:161 msgid "" "Existing users must :ref:`reset their password ` to " "access the :menuselection:`Reset Password` page, while new users can " "directly click on :guilabel:`Log in with Google`, instead of choosing a new " "password." msgstr "" #: ../../content/applications/general/auth/google.rst:166 msgid "" "`Google Cloud Platform Console Help - Setting up OAuth 2.0 " "`_" msgstr "" #: ../../content/applications/general/auth/ldap.rst:3 msgid "Sign in with LDAP" msgstr "" #: ../../content/applications/general/auth/ldap.rst:5 msgid "" "Install the Lightweight Directory Access Protocol (LDAP) module in General " "Settings." msgstr "" #: ../../content/applications/general/auth/ldap.rst:7 msgid "" "Click on **Create** in Setup the :abbr:`LDAP (Lightweight Directory Access " "Protocol)` Server." msgstr "" #: ../../content/applications/general/auth/ldap.rst-1 msgid "" "LDAP Authentication checkbox highlighted in the integrations settings on " "Odoo." msgstr "" #: ../../content/applications/general/auth/ldap.rst-1 msgid "Create highlighted in the LDAP server settings." msgstr "" #: ../../content/applications/general/auth/ldap.rst:17 msgid "Choose the company using the LDAP." msgstr "" #: ../../content/applications/general/auth/ldap.rst-1 msgid "Select the company drop-down menu highlighted in LDAP setup." msgstr "" #: ../../content/applications/general/auth/ldap.rst:23 msgid "" "In **Server Information**, enter the IP address of the server and the port " "it listens to." msgstr "" #: ../../content/applications/general/auth/ldap.rst:25 msgid "Tick **Use TLS** if the server is compatible." msgstr "" #: ../../content/applications/general/auth/ldap.rst-1 msgid "LDAP server settings highlighted in LDAP server setup on Odoo." msgstr "" #: ../../content/applications/general/auth/ldap.rst:31 msgid "" "In **Login Information**, enter ID and password of the account used to query" " the server. If left empty, the server queries anonymously." msgstr "" #: ../../content/applications/general/auth/ldap.rst-1 msgid "Login information highlighted in LDAP server setup on Odoo." msgstr "" #: ../../content/applications/general/auth/ldap.rst:38 msgid "" "In **Process Parameter**, enter the domain name of the LDAP server in " ":abbr:`LDAP (Lightweight Directory Access Protocol)` nomenclature (e.g. " "``dc=example,dc=com``)." msgstr "" #: ../../content/applications/general/auth/ldap.rst:41 msgid "In **LDAP filter**, enter ``uid=%s``" msgstr "" #: ../../content/applications/general/auth/ldap.rst-1 msgid "Process parameter highlighted in LDAP server setup on Odoo." msgstr "" #: ../../content/applications/general/auth/ldap.rst:47 msgid "" "In **User Information**, tick *Create User* if Odoo should create a User " "profile the first time someone logs in with :abbr:`LDAP (Lightweight " "Directory Access Protocol)`." msgstr "" #: ../../content/applications/general/auth/ldap.rst:50 msgid "" "In **Template User**, indicate a template for the new profiles created. If " "left blanked, the admin profile will be used as template." msgstr "" #: ../../content/applications/general/auth/ldap.rst-1 msgid "User information highlighted on LDAP server setup on Odoo." msgstr "" #: ../../content/applications/general/developer_mode.rst:5 msgid "Developer Mode (debug mode)" msgstr "" #: ../../content/applications/general/developer_mode.rst:7 msgid "" "The developer mode (or debug mode) unlocks access to extra and advanced " "tools in Odoo. There are several ways to activate the developer mode: " "through the :ref:`settings `, the " ":ref:`browser extension `, through" " the :ref:`command palette ` or the" " :ref:`URL `." msgstr "" #: ../../content/applications/general/developer_mode.rst:17 msgid "Activate through the Settings" msgstr "" #: ../../content/applications/general/developer_mode.rst:19 msgid "" "The debug mode can be activated in the Odoo database settings. Go to " ":menuselection:`Settings --> General Settings --> Developer Tools` and click" " on :guilabel:`Activate the developer mode`. At least one application needs " "to be installed for the :guilabel:`Developer Tools` section to appear in the" " :guilabel:`Settings` module." msgstr "" #: ../../content/applications/general/developer_mode.rst-1 msgid "Overview of the debug options under settings in Odoo." msgstr "" #: ../../content/applications/general/developer_mode.rst:29 msgid "" ":guilabel:`Activate the developer mode (with assets)` is used by developers;" " :guilabel:`Activate the developer mode (with tests assets)` is used by " "developers and testers." msgstr "" #: ../../content/applications/general/developer_mode.rst:32 msgid "" "Once activated, the :guilabel:`Deactivate the developer mode` option becomes" " available." msgstr "" #: ../../content/applications/general/developer_mode.rst:37 msgid "Activate through the browser extension" msgstr "" #: ../../content/applications/general/developer_mode.rst:39 msgid "" "Within a web browser, navigate to the browser settings and extensions and " "search for the `Odoo Debug` extension. Once the extension is installed, a " "new icon will be shown on the browser's toolbar." msgstr "" #: ../../content/applications/general/developer_mode.rst:43 msgid "" "For the *Odoo Debug* extension, a single click enables a normal version of " "the mode, while a double click enables it with assets. To deactivate it, use" " a single click." msgstr "" #: ../../content/applications/general/developer_mode.rst-1 msgid "View of Odoo's debug icon in a Google Chrome toolbar." msgstr "" #: ../../content/applications/general/developer_mode.rst:53 msgid "Activate through the command palette" msgstr "" #: ../../content/applications/general/developer_mode.rst:55 msgid "" "In Odoo, the command palette tool has a command to activate the debug mode. " "First, open the command palette tool with the keyboard shortcut `ctrl+k` and" " then type `debug`. A command will show up to activate the debug mode." msgstr "" #: ../../content/applications/general/developer_mode.rst-1 msgid "Command palette with debug command." msgstr "" #: ../../content/applications/general/developer_mode.rst:68 msgid "Activate through the URL" msgstr "" #: ../../content/applications/general/developer_mode.rst:70 msgid "" "The debug mode can also be activated by adding an extra query string to the " "database's URL. In the URL, add `?debug=1` or `?debug=true` after `/web`. To" " deactivate the debug mode, change the value to `?debug=0` instead." msgstr "" #: ../../content/applications/general/developer_mode.rst-1 msgid "Overview of a URL with the debug mode command added." msgstr "" #: ../../content/applications/general/developer_mode.rst:79 msgid "" "Additional modes are available for developers: `?debug=assets` enables the " ":ref:`assets mode `, and " "`?debug=tests` enables the :ref:`tests mode " "`." msgstr "" #: ../../content/applications/general/developer_mode.rst:86 msgid "Locate the developer mode tools" msgstr "" #: ../../content/applications/general/developer_mode.rst:88 msgid "" "Once developer mode is activated, the developer mode tools can be accessed " "from the :guilabel:`Open Developer Tools` button, the bug icon located in " "the header of the Odoo database." msgstr "" #: ../../content/applications/general/developer_mode.rst-1 msgid "Overview of a console page and the debug icon being shown in Odoo." msgstr "" #: ../../content/applications/general/developer_mode.rst:95 msgid "" "This menu contains additional tools that are useful to understand or edit " "technical data, such as the views or actions of a page. On a page that has " "filters, actions, and view options, the developer mode tools contain some " "useful menu items such as:" msgstr "" #: ../../content/applications/general/developer_mode.rst:99 msgid ":guilabel:`Edit Action`" msgstr "" #: ../../content/applications/general/developer_mode.rst:100 msgid ":guilabel:`Manage Filters`" msgstr "" #: ../../content/applications/general/developer_mode.rst:101 msgid "Edit the current view (e.g. Kanban, List, Graph, etc.)" msgstr "" #: ../../content/applications/general/developer_mode.rst:102 msgid "See the :guilabel:`Fields View Get`" msgstr "" #: ../../content/applications/general/digest_emails.rst:3 msgid "Digest Emails" msgstr "" #: ../../content/applications/general/digest_emails.rst:5 msgid "" "**Digest Emails** are periodic snapshots sent to your organization via email" " that include high-level information about how your business is performing." msgstr "" #: ../../content/applications/general/digest_emails.rst:8 msgid "" "Navigate to Digest Emails by going to :menuselection:`Settings --> General " "Settings --> Statistics`, then activate the **Digest Emails** feature and " "click on save." msgstr "" #: ../../content/applications/general/digest_emails.rst-1 msgid "Digest Emails section inside General Settings." msgstr "" #: ../../content/applications/general/digest_emails.rst:15 msgid "You can control a variety of settings for your Digest Emails, such as:" msgstr "" #: ../../content/applications/general/digest_emails.rst:17 msgid "which KPIs are shared in the Digest" msgstr "" #: ../../content/applications/general/digest_emails.rst:18 msgid "how often Digest Emails are sent" msgstr "" #: ../../content/applications/general/digest_emails.rst:19 msgid "who in your organization receives Digest Emails" msgstr "" #: ../../content/applications/general/digest_emails.rst:20 msgid "creating custom Digest Email templates" msgstr "" #: ../../content/applications/general/digest_emails.rst:21 msgid "adding additional KPIs (Studio required)" msgstr "" #: ../../content/applications/general/digest_emails.rst:24 msgid "" "By default, Digest Email is *enabled*, and *Your Odoo Periodic Digest* " "serves as the primary template, which includes all KPI measurements across " "your Odoo database and is sent daily to administrators." msgstr "" #: ../../content/applications/general/digest_emails.rst:31 msgid "Customize *Your Odoo Periodic Digest*" msgstr "" #: ../../content/applications/general/digest_emails.rst:33 msgid "" "To customize the default Digest Email (*Your Odoo Periodic Digest*), go to " ":menuselection:`Settings --> General Settings --> Statistics --> Digest " "Email`, select *Your Odoo Periodic Digest* and click on the *external link* " "next to the dropdown selection." msgstr "" #: ../../content/applications/general/digest_emails.rst:37 msgid "" "A popup window appears and presents a variety of editable settings, which " "include:" msgstr "" #: ../../content/applications/general/digest_emails.rst:39 msgid "**Digest Title** - what you want your Digest Email to be called" msgstr "" #: ../../content/applications/general/digest_emails.rst:40 msgid "" "**Periodicity** - control the regimen in how often Digest Emails are sent" msgstr "" #: ../../content/applications/general/digest_emails.rst:41 msgid "" "**KPIs** - check/uncheck each calculated KPI that appears in Digest Emails" msgstr "" #: ../../content/applications/general/digest_emails.rst:42 msgid "**Recipients** - add/remove users who receive your Digest Emails" msgstr "" #: ../../content/applications/general/digest_emails.rst:43 msgid "**Custom** - add your own KPIs (Studio required)" msgstr "" #: ../../content/applications/general/digest_emails.rst-1 msgid "Customize default Digest Email settings and custom KPIs." msgstr "" #: ../../content/applications/general/digest_emails.rst:52 msgid "Custom digest emails" msgstr "" #: ../../content/applications/general/digest_emails.rst:54 msgid "To do so, click on **Configure Digest Emails** and then **Create**." msgstr "" #: ../../content/applications/general/digest_emails.rst:56 msgid "" "From there, give your Digest Email a title, specify periodicity, and choose " "your desired KPIs and recipients fields as needed." msgstr "" #: ../../content/applications/general/digest_emails.rst:59 msgid "" "After you click **Save**, your new custom Digest Email is available as a " "selection in the **General Settings** dropdown menu." msgstr "" #: ../../content/applications/general/digest_emails.rst:65 msgid "Custom KPIs with Studio" msgstr "" #: ../../content/applications/general/digest_emails.rst:67 msgid "" "For either *Your Odoo Periodic Digest* or your own custom Digest Email, you " "can add your own KPIs by using Odoo Studio." msgstr "" #: ../../content/applications/general/digest_emails.rst:70 msgid "" "To begin, click the **Toggle Studio** icon or click the **Recipients** tab " "and then the ellipses :menuselection:`… icon --> Add Custom Field` to edit " "the template or add additional fields." msgstr "" #: ../../content/applications/general/digest_emails.rst:73 msgid "" "In order to create additional fields, you must create two fields on the " "digest object:" msgstr "" #: ../../content/applications/general/digest_emails.rst:75 msgid "" "create a boolean field called `kpi_myfield` and display it in the KPIs tab" msgstr "" #: ../../content/applications/general/digest_emails.rst:76 msgid "" "create a computed field called `kpi_myfield_value` that computes your " "customized KPI" msgstr "" #: ../../content/applications/general/digest_emails.rst:77 msgid "select your KPI(s) in the KPIs tab." msgstr "" #: ../../content/applications/general/digest_emails.rst:80 msgid "Computed values reference table" msgstr "" #: ../../content/applications/general/digest_emails.rst:83 msgid "LABEL" msgstr "" #: ../../content/applications/general/digest_emails.rst:83 msgid "VALUE" msgstr "" #: ../../content/applications/general/digest_emails.rst:85 msgid "Connected Users" msgstr "" #: ../../content/applications/general/digest_emails.rst:85 msgid "`kpi_res_users_connected_value`" msgstr "" #: ../../content/applications/general/digest_emails.rst:87 msgid "Messages Sent" msgstr "" #: ../../content/applications/general/digest_emails.rst:87 msgid "`kpi_mail_message_total_value`" msgstr "" #: ../../content/applications/general/digest_emails.rst:89 msgid "New Leads" msgstr "" #: ../../content/applications/general/digest_emails.rst:89 msgid "`kpi_crm_lead_created_value`" msgstr "" #: ../../content/applications/general/digest_emails.rst:91 msgid "Opportunities Won" msgstr "" #: ../../content/applications/general/digest_emails.rst:91 msgid "`kpi_crm_opportunities_won_value`" msgstr "" #: ../../content/applications/general/digest_emails.rst:93 msgid "Open Tasks" msgstr "" #: ../../content/applications/general/digest_emails.rst:93 msgid "`kpi_project_task_opened_value`" msgstr "" #: ../../content/applications/general/digest_emails.rst:95 msgid "Tickets Closed" msgstr "" #: ../../content/applications/general/digest_emails.rst:95 msgid "`kpi_helpdesk_tickets_closed_value`" msgstr "" #: ../../content/applications/general/digest_emails.rst:97 msgid "% of Happiness" msgstr "" #: ../../content/applications/general/digest_emails.rst:97 msgid "`kpi_livechat_rating_value`" msgstr "" #: ../../content/applications/general/digest_emails.rst:99 msgid "Conversations handled" msgstr "" #: ../../content/applications/general/digest_emails.rst:99 msgid "`kpi_livechat_conversations_value`" msgstr "" #: ../../content/applications/general/digest_emails.rst:101 msgid "Time to answer (sec)" msgstr "" #: ../../content/applications/general/digest_emails.rst:101 msgid "`kpi_livechat_response_value`" msgstr "" #: ../../content/applications/general/digest_emails.rst:103 msgid "All Sales" msgstr "" #: ../../content/applications/general/digest_emails.rst:103 msgid "`kpi_all_sale_total_value`" msgstr "" #: ../../content/applications/general/digest_emails.rst:105 msgid "eCommerce Sales" msgstr "" #: ../../content/applications/general/digest_emails.rst:105 msgid "`kpi_website_sale_total_value`" msgstr "" #: ../../content/applications/general/digest_emails.rst:107 msgid "Revenue" msgstr "" #: ../../content/applications/general/digest_emails.rst:107 msgid "`kpi_account_total_revenue_value`" msgstr "" #: ../../content/applications/general/digest_emails.rst:109 msgid "Bank & Cash Moves" msgstr "" #: ../../content/applications/general/digest_emails.rst:109 msgid "`kpi_account_bank_cash_value`" msgstr "" #: ../../content/applications/general/digest_emails.rst:111 msgid "POS Sales" msgstr "" #: ../../content/applications/general/digest_emails.rst:111 msgid "`kpi_pos_total_value`" msgstr "" #: ../../content/applications/general/digest_emails.rst:113 msgid "New Employees" msgstr "" #: ../../content/applications/general/digest_emails.rst:113 msgid "`kpi_hr_recruitment_new_colleagues_value`" msgstr "" #: ../../content/applications/general/email_communication.rst:5 msgid "Email Communication" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:3 msgid "Configure DNS records to send emails in Odoo" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:6 msgid "SPAM labels overview" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:8 msgid "" "Sometimes, emails from Odoo are misclassified by the different email " "providers and end up in spam folders. At the moment, some settings are out " "of Odoo's control, notably the way the different email providers classify " "Odoo's emails according to their own restriction policy and/or limitations." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:12 msgid "" "It is standard in Odoo that emails are received from ``\"name of the " "author\" ``. In other words this can be " "translated to: ``\"name of the author\" " "<{ICP.mail.from.filter}@{mail.catchall.domain}>``. In this case ICP stands " "for `ir.config.parameters`, which are the System Parameters. Deliverability " "is greatly improved with the :ref:`notifications configuration " "`." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:18 msgid "" "In order for servers to accept emails from Odoo on a more regular basis, one" " of the solutions is for customers to create rules within their own mailbox." " A filter can be added to the email inbox so that when email is received " "from Odoo (`notifications@mycompany.odoo.com`) it is moved to the inbox. It " "is also possible to add the Odoo database domain onto a safe senders list or" " whitelist on the receiving domain." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:24 msgid "" "If an Odoo email server appears on a blacklist, notify Odoo via a `new help " "ticket `_ and the support team will work to get " "the servers removed from the blacklist." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:28 msgid "" "Should the Odoo database be using a custom domain for sending emails from " "Odoo there are three records that should be implemented on the custom " "domain's DNS to ensure deliverability of email. This includes setting " "records for :abbr:`SPF (Sender Policy Framework)`, :abbr:`DKIM (DomainKeys " "Identified Mail)` and :abbr:`DMARC (Domain-based Message Authentication, " "Reporting, & Conformance)`. Ultimately though, it is up to the discretion of" " the final receiving mailbox." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:38 msgid "Be SPF compliant" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:40 msgid "" "The Sender Policy Framework (SPF) protocol allows the owner of a domain name" " to specify which servers are allowed to send emails from that domain. When " "a server receives an incoming email, it checks whether the IP address of the" " sending server is on the list of allowed IPs according to the sender's " ":abbr:`SPF (Sender Policy Framework)` record." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:46 msgid "" "The :abbr:`SPF (Sender Policy Framework)` verification is performed on the " "domain mentioned in the `Return-Path` field of the email. In the case of an " "email sent by Odoo, this domain corresponds to the value of the " "`mail.catchall.domain` key in the database system parameters." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:50 msgid "" "The :abbr:`SPF (Sender Policy Framework)` policy of a domain is set using a " "TXT record. The way to create or modify a TXT record depends on the provider" " hosting the :abbr:`DNS (Domain Name System)` zone of the domain name. In " "order for the verification to work properly, each domain can only have one " ":abbr:`SPF (Sender Policy Framework)` record." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:55 msgid "" "If the domain name does not yet have a :abbr:`SPF (Sender Policy Framework)`" " record, create one using the following input: `v=spf1 include:_spf.odoo.com" " ~all`" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:58 msgid "" "If the domain name already has a :abbr:`SPF (Sender Policy Framework)` " "record, the record must be updated (and do not create a new one)." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:63 msgid "" "If the TXT record is `v=spf1 include:_spf.google.com ~all`, edit it to add " "`include:_spf.odoo.com`: `v=spf1 include:_spf.odoo.com " "include:_spf.google.com ~all`" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:66 msgid "" "Check if the :abbr:`SPF (Sender Policy Framework)` record is valid with a " "free tool like `MXToolbox SPF `_." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:72 msgid "Enable DKIM" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:74 msgid "" "The DomainKeys Identified Mail (DKIM) allows a user to authenticate emails " "with a digital signature." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:77 msgid "" "When sending an email, the Odoo server includes a unique :abbr:`DKIM " "(DomainKeys Identified Mail)` signature in the headers. The recipient's " "server decrypts this signature using the :abbr:`DKIM (DomainKeys Identified " "Mail)` record in the database's domain name. If the signature and the key " "contained in the record match, this guarantees that the message is authentic" " and has not been altered during transport." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:83 msgid "" "To enable :abbr:`DKIM (DomainKeys Identified Mail)`, add a :abbr:`CNAME " "(Canonical Name)` record to the :abbr:`DNS (Domain Name System)` zone of the" " domain name:" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:86 msgid "`odoo._domainkey IN CNAME odoo._domainkey.odoo.com.`" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:89 msgid "" "If the domain name is `mycompany.com`, make sure to create a subdomain " "`odoo._domainkey.mycompany.com` whose canonical name is " "`odoo._domainkey.odoo.com.`." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:92 msgid "" "The way to create or modify a :abbr:`CNAME (Canonical Name)` record depends " "on the provider hosting the :abbr:`DNS (Domain Name System)` zone of the " "domain name. The most common providers are :ref:`listed below " "`." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:96 msgid "" "Check if the :abbr:`DKIM (DomainKeys Identified Mail)` record is valid with " "a free tool like `DKIM Core `_. If a selector " "is asked, enter `odoo`." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:100 msgid "Check the DMARC policy" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:102 msgid "" "The Domain-based Message Authentication, Reporting, & Conformance (DMARC) " "record is a protocol that unifies :abbr:`SPF (Sender Policy Framework)` and " ":abbr:`DKIM (DomainKeys Identified Mail)`. The instructions contained in the" " :abbr:`DMARC (Domain-based Message Authentication, Reporting, & " "Conformance)` record of a domain name tell the destination server what to do" " with an incoming email that fails the :abbr:`SPF (Sender Policy Framework)`" " and/or :abbr:`DKIM (DomainKeys Identified Mail)` check." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:110 msgid "DMARC: TXT record" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:112 msgid "`v=DMARC1; p=none;`" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:114 msgid "" "There are three :abbr:`DMARC (Domain-based Message Authentication, " "Reporting, & Conformance)` policies:" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:117 msgid "`p=none`" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:118 #: ../../content/applications/general/email_communication/email_domain.rst:171 msgid "`p=quarantine`" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:119 msgid "`p=reject`" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:121 msgid "" "`p=quarantine` and `p=reject` instruct the server that receives an email to " "quarantine that email or ignore it if the :abbr:`SPF (Sender Policy " "Framework)` and/or :abbr:`DKIM (DomainKeys Identified Mail)` check fails." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:125 msgid "" "If the domain name uses :abbr:`DMARC (Domain-based Message Authentication, " "Reporting, & Conformance)` and has defined one of these policies, the domain" " must be :abbr:`SPF (Sender Policy Framework)` compliant or enable " ":abbr:`DKIM (DomainKeys Identified Mail)`." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:130 msgid "" "Yahoo or AOL are examples of email providers with a :abbr:`DMARC (Domain-" "based Message Authentication, Reporting, & Conformance)` policy set to " "`p=reject`. Odoo strongly advises against using an *@yahoo.com* or " "*@aol.com* address for the database users. These emails will never reach " "their recipient." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:135 msgid "" "`p=none` is used for the domain owner to receive reports about entities " "using their domain. It should not impact the deliverability if the " ":abbr:`DMARC (Domain-based Message Authentication, Reporting, & " "Conformance)` check fails." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:139 msgid "" ":abbr:`DMARC (Domain-based Message Authentication, Reporting, & " "Conformance)` records are comprised of tags in the form of :abbr:`DNS " "(Domain Name System)` records. These tags/parameters allow for reporting, " "such as :abbr:`RUA (Reporting URI of aggregate reports)` and :abbr:`RUF " "(Reporting URI for forensic reports)`, along with more precise specification" " like :abbr:`PCT (Percentage of messages subjected to filtering)`, :abbr:`P " "(Policy for organizational domain)`, :abbr:`SP (Policy for subdomains of the" " OD)` :abbr:`ADKIM (Alignment mode for DKIM)` & :abbr:`ASPF (Alignment mode " "for SPF)`. For best practice, the the :abbr:`DMARC (Domain-based Message " "Authentication, Reporting, & Conformance)` policy should not start out being" " too restrictive." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:148 msgid "The following chart displays available tags:" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:154 msgid "Tag Name" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:155 msgid "Purpose" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:156 msgid "Example" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:157 msgid "v" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:158 msgid "Protocol version" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:159 msgid "`v=DMARC1`" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:160 msgid "pct" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:161 msgid "Percentage of messages subjected to filtering" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:162 msgid "`pct=20`" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:163 msgid "ruf" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:164 msgid "Reporting URI for forensic reports" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:165 msgid "`ruf=mailto:authfail@example.com`" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:166 msgid "rua" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:167 msgid "Reporting URI of aggregate reports" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:168 msgid "`rua=mailto:aggrep@example.com`" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:169 msgid "p" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:170 msgid "Policy for organizational domain" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:172 msgid "sp" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:173 msgid "Policy for subdomains of the OD" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:174 msgid "`sp=reject`" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:175 msgid "adkim" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:176 msgid "Alignment mode for DKIM" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:177 msgid "`adkim=s`" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:178 msgid "aspf" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:179 msgid "Alignment mode for SPF" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:180 msgid "`aspf=r`" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:182 msgid "" "Check the :abbr:`DMARC (Domain-based Message Authentication, Reporting, & " "Conformance)` record of a domain name with a tool like `MXToolbox DMARC " "`_." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:186 msgid "" "`DMARC.org is another great resource to learn about DMARC records. " "`_" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:192 msgid "SPF, DKIM & DMARC documentation of common providers" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:194 msgid "" "`OVH DNS " "`_" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:195 msgid "" "`OVH SPF `_" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:196 msgid "" "`GoDaddy TXT record `_" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:197 msgid "`GoDaddy SPF `_" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:198 msgid "" "`GoDaddy DKIM `_" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:199 msgid "" "`NameCheap " "`_" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:201 msgid "" "`CloudFlare DNS `_" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:202 msgid "" "`Google Domains `_" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:203 msgid "" "`Azure DNS `_" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:205 msgid "" "To fully test the configuration, use the `Mail-Tester `_ tool, which gives a full overview of the content and " "configuration in one sent email. Mail-Tester can also be used to configure " "records for other, lesser-known providers." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:210 msgid "" "`Using Mail-Tester to set SPF Records for specific carriers " "`_" msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:5 msgid "Send and receive emails in Odoo with an email server" msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:8 msgid "Odoo Online or Odoo.sh users" msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:10 msgid "" "Since **Odoo sets up its own mail servers for the database**, outgoing and " "incoming emails already work out-of-the-box. So for **Odoo Online** and " "**Odoo.sh** customers, nothing needs to be configured!" msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:14 msgid "" "Unless an external mail server is required to send large batches of mass " "emails, simply use the standard online Odoo database normally since it has " "already been pre-configured to send email." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:18 msgid "" "The Odoo server is subject to a daily email limit to prevent abuse. The " "default limit is 200 emails sent per day for databases with an " "**Enterprise** subscription. This limit can be increased under certain " "conditions. See the :doc:`FAQ ` or contact support for more " "information." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:24 msgid "Scope of this documentation" msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:26 msgid "" "This document is **mainly dedicated to Odoo on-premise databases** who don't" " benefit from an out-of-the-box solution to send and receive emails in Odoo," " unlike `Odoo Online `_ and `Odoo.sh " "`_. Incoming and outgoing servers must be configured " "for on-premise databases." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:31 msgid "" "The following sections below contain information on how to integrate an " "external email server with Odoo." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:35 msgid "" "If no one in the company is employed to manage email servers, Odoo Online " "and Odoo.sh are strongly recommended. In these Odoo hosting types email " "sending and receiving works instantly and is monitored by professionals. " "Nevertheless, a company can use their own email server if they want to " "manage the email server's reputation themselves. For more information see " ":doc:`Configure DNS records to send emails in Odoo `" msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:44 msgid "Default notifications system" msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:46 msgid "" "Documents in Odoo (such as a CRM opportunity, a sales order, an invoice, " "etc.) have a discussion thread, called *chatter*." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:49 msgid "" "When a database user posts a message in the chatter, this message is sent by" " email to the followers of the document as a notification (except to the " "sender). If a follower replies to the message, the reply updates the " "chatter, and Odoo relays another reply to the followers as a notification. " "Messages sent back to the chatter from users or external users will appear " "in the chatter from their respective email, or as the name listed in their " "*Contacts* record." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:55 msgid "" "These notifications are sent using a default from address. For more " "information see :ref:`Use a default email address " "`." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:59 msgid "Manage outbound messages" msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:61 msgid "" "As a system admin, go to :menuselection:`Settings --> General Settings --> " "Discuss` in Odoo, and enable the :guilabel:`Custom Email Servers` option. " "Then, click :guilabel:`Save`. Next, click :guilabel:`Outgoing Email Servers`" " and click :guilabel:`Create` to create a new outgoing mail server record in" " Odoo. Reference the SMTP data of the external email server. Once all the " "information has been filled out, click :guilabel:`Test Connection`." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:72 msgid "" "Ensuring the outgoing domain has :abbr:`SPF (Sender Policy Framework)`, " ":abbr:`DKIM (DomainKeys Identified Mail)` and :abbr:`DMARC (Domain-based " "Message Authentication, Reporting, & Conformance)` set up on the :abbr:`DNS " "(Domain Name System)` will improve deliverability. For more information see " ":doc:`email_domain`." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:80 msgid "Port restriction" msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:82 msgid "" "Note that port 25 is blocked for security reasons on the Odoo Online and " "Odoo.sh platforms. Try using ports 465, 587, or 2525 instead." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:88 msgid "Use a default \"From\" email address" msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:90 msgid "" "Sometimes, an email's \"From\" (outgoing) address can belong to a different " "domain, and that can be a problem." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:93 msgid "" "For example, if a customer with the email address " "`mary\\@customer.example.com` responds to a message, Odoo will try to " "redistribute that same email to the other subscribers in the thread. " "However, if the domain `customer.example.com` forbids that kind of usage for" " security, the email that Odoo is trying to redistribute would get rejected " "by some recipients' email servers." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:98 msgid "" "To avoid that problem, Odoo sends all emails using a \"From\" address from " "the same authorized domain." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:101 msgid "" "Access the :guilabel:`System Parameters` by activating :ref:`developer mode " "` and going to :menuselection:`Settings --> Technical --> " "Parameters --> System Parameters` menu." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:104 msgid "" "To force the email address from which emails are sent, a combination of the " "following keys needs to be set in the system parameters of the database:" msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:107 msgid "" "`mail.default.from`: accepts the local part or a complete email address as " "value" msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:108 msgid "" "`mail.default.from_filter`: accepts a domain name or a full email address as" " value" msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:111 msgid "" "The `mail.default.from_filter` works only for `odoo-bin` configurations or " "the default Odoo email server, otherwise this parameter can be set using the" " `from_filter` field on `ir.mail_server`." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:114 msgid "" "The field can be a domain name or an entire email address, or it can remain " "empty. If the sender's email address does not match this set filter, then " "the email will be encapsulated using a combination of the two system " "parameters: `mail.default.from` and `mail.catchall.domain`." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:119 msgid "" "In the following example, the from email address is replaced with the " "combination of the the two system parameters (`mail.default.from` and " "`mail.catchall.domain`). This is the default\\ notifications configuration " "in Odoo: ``“Admin” `` => ``“Admin” " "``." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:124 msgid "" "In other words if the email address of the author does not match " "`mail.default.from_filter`, the email address is replaced by " "`mail.default.from` (if it contains a full email address) or a combination " "of `mail.default.from` and `mail.catchall.domain`." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:128 msgid "" "If the `from_filter` contains a full email address, and if the " "`mail.default.from` is the same as this address, then all of the email " "addresses that are different from `mail.default.from` will be encapsulated " "in `mail.default.from`." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:135 msgid "Utilizing the \"From\" filter on an outgoing email server" msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:137 msgid "" "The :guilabel:`FROM Filtering` field allows for the use of a specific " "outgoing email server depending on the :guilabel:`From` email address or " "domain that Odoo is sending on behalf of. This setting can be used to " "improve the deliverability or sending success rate of emails sent from the " "database. Setting the :guilabel:`FROM Filtering` field can also be used to " "send from different domains in a multi-company environment. Access this " "field in Odoo by navigating to :menuselection:`Settings --> Discuss --> " "Custom Mail Servers --> Outgoing Mail Servers --> New`." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst-1 msgid "Outgoing email server settings and the FROM filter settings." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:148 msgid "" "When an email is sent from Odoo while the :guilabel:`FROM Filtering` field " "is set, an email server is chosen in the following sequence:" msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:151 msgid "" "First, Odoo searches for an email server that has the same :guilabel:`FROM " "Filtering` value as the :guilabel:`From` value (email address) defined in " "the outgoing email. For example, if the :guilabel:`From` value (email " "address) is `test\\@example.com`, only the email servers that have the " ":guilabel:`FROM Filtering` value equal to `test\\@example.com` are returned." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:155 msgid "" "However, if no email servers are found that use the :guilabel:`From` value, " "then Odoo searches for an email server that has the same *domain* as the " ":guilabel:`From` value (email address) defined in the outgoing email. For " "example, if the :guilabel:`From` email address is `test\\@example.com`, only" " the email servers that have the :guilabel:`FROM Filtering` value equal to " "`example.com` are returned." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:161 msgid "" "If no email servers are found after checking for the domain, then Odoo " "returns all email servers that do not have any :guilabel:`FROM Filtering` " "value(s) set." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:164 msgid "" "Should this query return no results, then Odoo performs a search for an " "email server using the system parameter: `mail.default.from`. First, the " "email address listed attempts to match an email server, and then the domain " "attempts to find a match. If no email server is found, Odoo returns the " "first outgoing email server (sorted by priority)." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:170 msgid "" "If several email servers are found, then Odoo uses the first one according " "to its priority. For example, if there are two email servers, one with a " "priority of `10` and the other with a priority of `20`, then the email " "server with a priority of `10` is used first." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:177 msgid "Set up different dedicated servers for transactional and mass emails" msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:179 msgid "" "In Odoo a separate email server can be used for transactional emails and " "mass mailings. Example: Use Postmark or SendinBlue for transactional emails," " and Amazon SES, Mailgun, Sendgrid or :doc:`Mailjet " "` for mass mailings." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:184 msgid "" "A default outgoing email server is already configured. Do not create an " "alternative one unless a specific external outgoing email server is needed " "for technical reasons." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:187 msgid "" "To do this, first activate the :ref:`developer mode `, and " "then go to :menuselection:`Settings --> Technical --> Outgoing` email " "servers. There, create two outgoing email server settings; one for the " "transactional emails and one for the mass mailing server. Make sure to give " "priority to the transactional server over the mass mailing server by " "providing a lower priority number for the transactional email server." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:193 msgid "" "Now, go to :menuselection:`Email Marketing --> Settings` and enable " ":guilabel:`Dedicated Server`. Choose the appropriate email server. With " "these settings, Odoo uses the server with the lower priority for " "transactional emails, and the server here selected for mass mails. Note that" " in this case, the domain's Sender Policy Framework (SPF) records must be " "set to include both transactional and mass mail servers." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:200 msgid ":doc:`email_domain`" msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:205 msgid "Manage inbound messages" msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:207 msgid "Odoo relies on generic email aliases to fetch incoming messages." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:209 msgid "" "**Reply messages** of messages sent from Odoo are routed to their original " "discussion thread (and to the inbox of all its followers) by the alias of " "the model if there is any or by the catchall alias (**catchall@**). Replies " "to messages of models that don't have a custom alias will use the catchall " "alias (`catchall@mycompany.odoo.com`). The catchall address, however, does " "not have another action attached to it like other aliases might, it is only " "used to collect replies." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:214 msgid "" "**Bounced messages** are used as a Return-Path. One example this is " "especially useful for is in `Odoo Email Marketing " "`__. In this case bounces are " "opt-out based on if the email bounced too many times (5) in the last month " "and the bounces are separated by one week. This is done to avoid " "blacklisting someone because of a mail server error. If these circumstances " "are met then the email is considered invalid and is blacklisted. A log note " "is added on the contact under :guilabel:`Blacklisted Email Addresses` on the" " :guilabel:`Email Marketing Configuration Menu`." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:222 msgid "" "Messages that bounce in the chatter (outside of Email Marketing) will " "populate a red envelope indicating the failed delivery. This can be helpful " "to know that a Sales Order or an Invoice did not reach its final " "destination." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:225 msgid "" "**Original messages**: several business objects have their own alias to " "create new records in Odoo from incoming emails:" msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:228 msgid "" "Sales channel (to create *Leads* or *Opportunities* in `Odoo CRM " "`_)" msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:230 msgid "" "Support channel (to create *Tickets* in `Odoo Helpdesk " "`_)" msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:231 msgid "" "Projects (to create new *Tasks* in `Odoo Project `_)" msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:233 msgid "" "Job positions (to create *Applicants* in `Odoo Recruitment " "`_)" msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:236 msgid "" "Depending on the mail server, there might be several methods to fetch " "emails. The easiest and most recommended method is to manage one email " "address per Odoo alias in the mail server." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:239 msgid "" "Create the corresponding email addresses in the mail server (**catchall@**, " "**bounce@**, **sales@**, etc.)." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:241 msgid "" "Set the :guilabel:`Alias Domain` name in :menuselection:`Settings --> " "General Settings --> Discuss`. Changing the :guilabel:`Alias Domain` will " "change the catchall's domain for the database." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:244 msgid "" "If the database's hosting type is Odoo on-premise, create an " ":guilabel:`Incoming Mail Server` in Odoo for each alias. To create a new " "incoming server go to: :menuselection:`Settings --> Discuss --> Custom Mail " "Servers --> Incoming Mail Servers --> New` Fill out the form according to " "the email provider's settings. Leave the :guilabel:`Actions to Perform on " "Incoming Mails` field blank. Once all the information has been filled out, " "click on :guilabel:`TEST & CONFIRM`." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:0 msgid "Incoming mail server configuration on Odoo." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:254 msgid "" "If the database's hosting type is Odoo Online or Odoo.sh, redirecting or " "forwarding incoming messages to Odoo's domain name instead of the external " "email server is recommended. That way, incoming messages can be received " "without delay. Redirections for all email addresses should be set to Odoo's " "domain name in the email server (e.g. `catchall\\@mydomain.ext` to " "`catchall\\@mycompany.odoo.com`)." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:260 msgid "" "All the aliases are customizable in Odoo. Object aliases can be edited from " "their respective configuration view by navigating to " ":menuselection:`Settings --> Technical Menu --> Email --> Aliases`." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:264 msgid "" "To edit catchall and bounce aliases, first activate the :ref:`developer mode" " `. Then, go to :menuselection:`Settings --> Technical --> " "Parameters --> System Parameters` to customize the aliases " "(`mail.catchall.alias` & `mail.bounce.alias`). These types of changes should" " be completed prior to the database going live. If a customer replies after " "a change is made then the system will not recognize the old alias and the " "reply won't be received." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:270 msgid "" "By default, inbound messages are fetched every 5 minutes for on-premise " "databases." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:273 msgid "" "This value can be changed in :ref:`developer mode `. Go to " ":menuselection:`Settings --> Technical --> Automation --> Scheduled Actions`" " and look for :guilabel:`Mail: Fetchmail Service`." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:278 msgid "System parameters that prevent feedback loops" msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:280 msgid "" "There are two system parameters that help prevent email loops from occurring" " in Odoo. These parameters were introduced in Odoo 16 to prevent aliases " "from creating too many records and to prevent feedback loops on the catchall" " reply-to email address. They are present in database but not in the *System" " Parameters*. To override the following defaults they need to be added in." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:285 msgid "The two system parameters are as follows:" msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:287 msgid "`mail.incoming.limit.period` (60 minutes by default)" msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:288 msgid "`mail.incoming.limit.alias` (5 by default)" msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:290 msgid "" "Add these fields in Odoo by first enabling :ref:`developer mode `, and then navigating to :menuselection:`Settings --> Technical Menu " "--> Parameters --> System Parameters`. Change the value of these parameters," " as needed." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:294 msgid "" "When an email is received in the Odoo database on the catchall email address" " or on any alias, Odoo looks at the mail received for the given period of " "time defined in the system parameter `mail.incoming.limit.period`. If the " "received email was sent to an alias then Odoo will reference the " "`mail.incoming.limit.alias` system parameter and determine the value as the " "number of records this alias is allowed to create in the given period of " "time (value of `mail.incoming.limit.period`)." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:300 msgid "" "In addition, when email is received to the catchall email address, Odoo will" " reference the emails received to the database during the set period of time" " (as stated by the value in the system parameter: " "`mail.incoming.limit.period`). Odoo will then determine whether any of the " "emails received match that of the email(s) being received during the " "specified time-frame, and will prevent a feedback loop from occurring if a " "duplicate email is detected." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:3 msgid "Email templates" msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:5 msgid "" "Email templates are saved emails that are used repeatedly to send emails " "from the database. They allow users to send quality communications, without " "having to compose the same text repeatedly." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:8 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/general/email_communication/email_template.rst:13 msgid "" "Email templates in Odoo use QWeb or XML, which allows for editing emails in " "their final rendering, making customizations more robust, without having to " "edit any code whatsoever. This means that Odoo can use a Graphical User " "Interface (GUI) to edit emails, which edits the backend code. When the " "received email is read by the end user's program, different formatting and " "graphics will appear in the final form of it." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:19 msgid "" "Access email templates in :ref:`developer mode ` by " "navigating to :menuselection:`Settings app --> Technical menu --> Email --> " "Email Templates`." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:23 msgid "Editing email templates" msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:25 msgid "" "The *powerbox* feature can be used when working with email templates. This " "feature provides the ability to directly edit the formatting and text in an " "email template, as well as the ability to add links, buttons, appointment " "options, or images." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:29 msgid "" "Additionally, the XML/HTML code of the email template can be edited " "directly, via the :guilabel:`` icon. Dynamic placeholders (referencing " "fields within Odoo) are also available for use in the email template." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:34 msgid "Powerbox" msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:36 msgid "" "The *powerbox* feature is an enriched text editor with various formatting, " "layout, and text options. It can also be used to add XML/HTML features in an" " email template. The powerbox feature is activated by typing a forward slash" " `/` in the body of the email template." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:40 msgid "" "When a forward slash `/` is typed in the body of an email template, a drop-" "down menu appears with the following options:" msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:43 msgid ":guilabel:`Structure`" msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:45 msgid ":guilabel:`Bulleted list`: Create a simple bulleted list." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:46 msgid ":guilabel:`Numbered list`: Create a list with numbering." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:47 msgid ":guilabel:`Checklist`: Track tasks with a checklist." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:48 msgid ":guilabel:`Table`: Insert a table." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:49 msgid ":guilabel:`Separator`: Insert a horizontal rule separator." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:50 msgid ":guilabel:`Quote`: Add a blockquote section." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:51 msgid ":guilabel:`Code`: Add a code section." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:52 msgid ":guilabel:`2 columns`: Convert into two columns." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:53 msgid ":guilabel:`3 columns`: Convert into three columns." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:54 msgid ":guilabel:`4 columns`: Convert into four columns." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:56 msgid ":guilabel:`Format`" msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:58 msgid ":guilabel:`Heading 1`: Big section heading." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:59 msgid ":guilabel:`Heading 2`: Medium section heading." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:60 msgid ":guilabel:`Heading 3`: Small section heading." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:61 msgid ":guilabel:`Switch direction`: Switch the text's direction." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:62 msgid ":guilabel:`Text`: Paragraph block." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:64 msgid ":guilabel:`Media`" msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:66 msgid ":guilabel:`Image`: Insert an image." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:67 msgid ":guilabel:`Article`: Link an article." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:69 msgid ":guilabel:`Navigation`" msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:71 msgid ":guilabel:`Link`: Add a link." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:72 msgid ":guilabel:`Button`: Add a button." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:73 msgid ":guilabel:`Appointment`: Add a specific appointment." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:74 msgid ":guilabel:`Calendar`: Schedule an appointment." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:76 msgid ":guilabel:`Widgets`" msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:78 msgid ":guilabel:`3 Stars`: Insert a rating over three stars." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:79 msgid ":guilabel:`5 Stars`: Insert a rating over five stars." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:81 msgid ":guilabel:`Basic Blocks`" msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:83 msgid ":guilabel:`Signature`: Insert your signature." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:85 msgid ":guilabel:`Marketing Tools`" msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:87 msgid ":guilabel:`Dynamic Placeholders`: Insert personalized content." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:90 msgid "" "To use any of these options, click on the desired feature from the powerbox " "drop-down menu. To format existing text with a text-related option (e.g. " ":guilabel:`Heading 1`, :guilabel:`Switch direction`, etc.), highlight the " "text, then type in the activator key (forward slash) `/`, and select the " "desired option from the drop-down menu." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:0 msgid "Powerbox feature in the email template." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:100 msgid "" ":ref:`Using dynamic placeholders `" msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:103 msgid "XML/HTML code editor" msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:105 msgid "" "To access the XML/HTML editor for an email template, first enter " ":ref:`developer mode `. Then, click the :guilabel:`` icon" " in the upper-right corner of the template, and proceed to edit the " "XML/HTML. To return to the standard text editor, click the :guilabel:`` " "icon again." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst-1 msgid "HTML editor in the email template." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:115 msgid "" "The XML/HTML editor should be accessed with caution as this is the backend " "code of the template. Editing the code can cause the email template to break" " immediately or when upgrading the database." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:122 msgid "Dynamic placeholders" msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:124 msgid "" "*Dynamic placeholders* reference certain fields within the Odoo database to " "produce unique data in the email template." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:128 msgid "" "Many companies like to customize their emails with a personalized piece of " "customer information to grab attention. This can be accomplished in Odoo by " "referencing a field within a model by inserting a dynamic placeholder. For " "example, a customer's name can be referenced in the email from the " ":guilabel:`Customer` field on the :guilabel:`Sales Order` model. The dynamic" " placeholder for this field is: `{{ object.partner_id }}`." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:134 msgid "" "Dynamic placeholders are encoded to display fields from within the database." " Dynamic placeholders can be used in the :guilabel:`Body` " "(:guilabel:`Content` Tab) of the email template. They can also be used in " "the fields present in the :guilabel:`Email Configuration` tab, the " ":guilabel:`Subject` of the email, and the :guilabel:`Language`." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:139 msgid "" "To use the dynamic placeholders in the :guilabel:`Body` of an email open the" " **powerbox** feature by typing in `/` into the body of the email template " "under the :guilabel:`Content` tab. Scroll to the bottom of the options list," " to :guilabel:`Marketing Tools`. Next, select :guilabel:`Dynamic " "Placeholder`. Then select the dynamic placeholder from a list of available " "options and follow the prompts to configure it with the desired " "corresponding Odoo field. Each dynamic placeholder will vary in " "configuration." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst-1 msgid "Using dynamic placeholders in an email template." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:151 msgid "" "Each unique combination of :guilabel:`Fields`, :guilabel:`Sub-models` and " ":guilabel:`Sub-fields` creates a different dynamic placeholder. Imagine it " "as a combination to the field that is being created." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:155 msgid "" "To search the available fields, simply type in the front-end name (on user-" "interface) of the field in the search. This will find a result from all of " "the available fields for the model that the email template is created for." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:160 msgid "Customizing email templates are out of the scope of Odoo Support." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:163 msgid "Rich text editor" msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:165 msgid "" "A rich text editor toolbar can be accessed by highlighting text in the email" " template. This can be used to change the heading, font size/style, color, " "add a list type, or a link." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst-1 msgid "Rich text editor in the email template." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:173 msgid "Resetting email templates" msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:175 msgid "" "Should the email template not work because the code has been altered it can " "be reset to restore it back to the out-of-box default template. Simply click" " on the :guilabel:`Reset Template` button in the upper left-hand of the " "screen and the template will be reset." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst-1 msgid "Resetting the email template." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:184 msgid "Default reply on email templates" msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:186 msgid "" "Under the :guilabel:`Email Configuration` tab on an email template, there is" " a :guilabel:`Reply To` field. In this field, add email addresses to which " "replies are redirected when sending emails en masse using this template." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:191 msgid "" "Add multiple email addresses by adding a comma `,` between the addresses or " "dynamic placeholders." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst-1 msgid "Reply-to field on template." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:198 msgid "" "The :guilabel:`Reply To` field is **only** used for mass mailing (sending " "emails in bulk). Bulk emails can be sent in almost every Odoo application " "that has a list view option." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:201 msgid "" "To send mass mails, while in :guilabel:`list` view, check the boxes next to " "the desired records where the emails are to be sent, click the " ":guilabel:`Action` button (represented by a :guilabel:`⚙️ (gear)` icon), and" " select the desired email option from the :guilabel:`Action` drop-down menu." " Email options can vary by the particular list view and application." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:206 msgid "" "If it is possible to send an email, a mail composer pop-up window appears, " "with values that can be defined and customized. This option will be " "available on the :guilabel:`Action` button on pages where emails can be sent" " in bulk---for example, on the :guilabel:`Customers` page of the CRM app. " "This action occurs throughout the Odoo database." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst-1 msgid "Email composer in mass mailing mode with reply-to highlighted." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:216 msgid "Transactional emails and corresponding URLs" msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:218 msgid "" "In Odoo, multiple events can trigger the sending of automated emails. These " "emails are known as *transactional emails*, and sometimes contain links " "redirecting to the Odoo database." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:221 msgid "" "By default, links generated by the database use the dynamic `web.base.url` " "key defined in the system parameters. For more information about this, see " ":ref:`system parameters `." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:225 msgid "" "If the *Website* application is not installed, the `web.base.url` key will " "always be the default parameter used to generate all the links." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:229 msgid "" "The `web.base.url` key can only have a single value, meaning that, in a " "multi-website or multi-company database environment, even if there is a " "specific domain name for each website, the links generated to share a " "document (or the links within a transactional email) may remain the same, " "regardless of which website/company is related to the sending of the " "email/document." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:235 msgid "" "If the :guilabel:`Value` of the :guilabel:`web.base.url` system parameter is" " equal to `https://www.mycompany.com` and there are two separate companies " "in Odoo with different website URLs: `https://www.mycompany2.com` and " "`https://www.mycompany1.com`, the links created by Odoo to share a document," " or send a transactional email, come from the domain: " "`https://www.mycompany.com`, regardless of which company sends the document " "or email." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:241 msgid "" "This is not always the case, as some Odoo applications (*eCommerce*, for " "example) have a link established in the database with the *Website* " "application. In that case, if a specific domain is defined for the website, " "the URL generated in the email template uses the domain defined on the " "corresponding website of the company." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:247 msgid "" "When a customer makes a purchase on an Odoo *eCommerce* website, the order " "has an established link with that website. As a result, the links in the " "confirmation email sent to the customer use the domain name for that " "specific website." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:252 msgid "" "A document shared using the *Documents* application will **always** use the " "`web.base.url` key, as the document shared is not associated with any " "particular website. This means that the URL will always be the same (the " "`web.base.url` key value), no matter what company it's shared from. This is " "a known limitation." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:257 msgid "" "For more information about how to configure domains, check out the " ":doc:`domain name documentation `." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:261 msgid "Updating translations within email templates" msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:263 msgid "" "In Odoo, email templates are automatically translated for all users in the " "database for all of the languages installed. Changing the translations " "shouldn't be necessary. However, if for a specific reason, some of the " "translations need to be changed, it can be done." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:268 msgid "" "Like any modification in the code, if translation changes are not done " "correctly (for example, modifications leading to bad syntax), it can break " "the template, and as a result, the template will appear blank." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:272 msgid "" "In order to edit translations, first enter :ref:`developer mode `. Then, on the email template, click on the :guilabel:`Edit` button, " "and then click on the language button, represented by the initials of the " "language currently being used (e.g. :guilabel:`EN` for English)." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst-1 msgid "Edit the language of a template." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:281 msgid "" "If there aren't multiple languages installed and activated in the database, " "or if the user does not have administration access rights, the language " "button will not appear." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:284 msgid "" "A pop-up window with the different languages installed on the database " "appears. From this pop-up, editing of translations is possible. When the " "desired changes have been made, click the :guilabel:`Save` button to save " "the changes." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst-1 msgid "Translation of the body of the Appointment Booked template." msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:293 msgid "" "When editing the translations, the default language set in the database " "appears in **bold**." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:3 msgid "Email issues" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:5 msgid "" "This document contains an explanation of the most recurring emailing issues " "in Odoo." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:8 msgid "Outgoing emails" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:13 msgid "Email is not sent" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:15 msgid "" "The first indicator showing that an email has not been sent is the presence " "of a red :guilabel:`✉️ (envelope)` icon, next to the date and time of the " "message, located in the chatter." msgstr "" #: ../../content/applications/general/email_communication/faq.rst-1 msgid "Red envelope icon displayed in chatter." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:22 msgid "" "Unsent emails also appear in the Odoo email queue. In :ref:`developer mode " "`, the email queue can be accessed by going to " ":menuselection:`Settings app --> Technical menu --> Email --> Emails`. " "Unsent emails appear in turquoise, while sent emails appear in grey." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:27 msgid "Common error messages" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:32 msgid "Daily limit reached" msgstr "" #: ../../content/applications/general/email_communication/faq.rst-1 msgid "Warning in Odoo upon email limit reached." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:38 msgid "" "Each email service provider has its own email sending limits. The limits may" " be daily, hourly, or sometimes, per minute. This is the same for Odoo, " "which limits a customer's sending to prevent Odoo's email servers from being" " blacklisted." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:42 msgid "Here are the default limits for new databases:" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:44 msgid "" "**200 emails per day** for Odoo Online and Odoo.sh databases with an active " "subscription." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:45 msgid "**20 emails per day** for one-app free databases." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:46 msgid "**50 emails per day** for trial databases." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:47 msgid "" "In the case of migration, the daily limit might be reset to 50 emails per " "day." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:49 msgid "If the daily limit is reached:" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:51 msgid "" "Contact the Odoo support team, who may increase the daily limit depending on" " the following factors:" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:54 msgid "How many users are in the database?" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:55 msgid "Which apps are installed?" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:56 msgid "" "The bounce rate: the percentage of email addresses that did not receive " "emails because they were returned by a mail server on its way to the final " "recipient." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:59 msgid "" "Use an external outgoing email server to be independent of Odoo's mail limit" " (refer to the corresponding :doc:`email documentation " "`)." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:62 msgid "" "Wait until 11 PM (UTC) for the daily limit to reset, and retry sending the " "email. In :ref:`developer mode `, go to " ":menuselection:`Settings app --> Technical menu --> Email --> Emails`, then " "click the :guilabel:`Retry` button next to an unsent email." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:67 msgid "" "The daily email limit is comprehensive to the database. By default, any " "internal message, notification, logged note, etc. counts as an email in the " "daily limit if it notifies someone via email. This can be mitigated by " "receiving :ref:`notifications in Odoo " "`, instead of emails." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:73 msgid "SMTP error" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:75 msgid "" "Simple Mail Transport Protocol (SMTP) error messages explain why an email " "wasn't transmitted successfully. :abbr:`SMTP (Simple Mail Transport " "Protocol)` is a protocol to describe the email structure, and transmits data" " from messages over the Internet. The error messages generated by email " "services are helpful tools to diagnose and troubleshoot email problems." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:81 msgid "" "This is an example of a 554 SMTP permanent delivery error: `554: delivery " "error: Sorry, your message to ------@yahoo.com cannot be delivered. This " "mailbox is disabled (554.30). - mta4471.mail.bf1.yahoo.com --- Below this " "line is a copy of the message.`" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:85 msgid "" "The debug menu can be used to investigate SMTP sending issues from a " "database. To access the menu, :ref:`developer mode ` must be" " activated. Once activated, navigate to the :menuselection:`Debug Menu` in " "the top right of the menu bar (the :guilabel:`🐞 (bug)` icon), " ":menuselection:`Debug Menu --> Manage Messages`" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:90 msgid "" "The :guilabel:`Manage Messages` menu opens a list of all the messages sent " "in a particular record. Within each message there is information on sending," " including the type, and subtype, of the message." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:94 msgid "" "Other information includes to whom the message was sent, and whether Odoo " "received a bounce-back message from an email server." msgstr "" #: ../../content/applications/general/email_communication/faq.rst-1 msgid "Manage messages menu option on the debug menu." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:102 msgid "" "A user must be on a view in Odoo that has a chatter in order for the " ":guilabel:`Manage Messages` menu option to appear." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:106 msgid "No error populated" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:108 msgid "" "Odoo is not always capable of providing information for the reason it " "failed. The different email providers implement a personalized policy of " "bounced emails, and it is not always possible for Odoo to interpret it " "correctly." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:112 msgid "" "If this is a recurring problem with the same client, or the same domain, do " "not hesitate to contact `Odoo Support `_ for help" " in finding a reason." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:116 msgid "" "One of the most common reasons for an email failing to send with no error " "message is related to :ref:`SPF ` and/or " ":ref:`DKIM ` configuration. Also, check " "to make sure the `mail.bounce.alias` is defined in the *system parameters*. " "Access system parameters in :ref:`developer mode ` by " "navigating to :menuselection:`Settings app --> Technical menu --> Parameters" " --> System Parameters`." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:124 msgid "Email is sent late" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:126 msgid "" "Email campaigns send at a scheduled time, using a delay pre-programed in the" " database. Odoo uses a delayed task to send emails that are considered \"not" " urgent\" (newsletter formats, such as: mass mailing, marketing automation, " "and events). The system utility **cron** can be used to schedule programs to" " run automatically at predetermined intervals. Odoo uses that policy in " "order to avoid cluttering the mail servers and, instead, prioritizes " "individual communication. This **cron** is called :guilabel:`Mail: Email " "Queue Manager`, and can be accessed in :ref:`developer mode ` by going to :menuselection:`Settings app --> Technical menu --> " "Automation --> Scheduled Actions`." msgstr "" #: ../../content/applications/general/email_communication/faq.rst-1 msgid "Email scheduled to be sent later." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:140 msgid "" "What is a **cron**? A cron is an action that Odoo runs in the background to " "execute particular code to complete a task." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:144 msgid "" "By default, the *Mass Mailing cron* runs every 60 minutes. This can be " "changed to no less than 5 minutes. However, running the action every 5 " "minutes would bog down the Odoo database (stress the system), so this is not" " recommended. To edit the mass mailing cron, select the scheduled action " ":guilabel:`Mail: Email Queue Manager`, and proceed to make any necessary " "adjustments." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:149 msgid "" "Emails that are considered urgent (communication from one person to another," " such as sales orders, invoices, purchase orders, etc.) are sent " "immediately." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:153 msgid "Incoming emails" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:155 msgid "" "When there is an issue with incoming emails, there might not be an " "indication, per se, in Odoo. It is the sending email client, who tries to " "contact a database, that will get a bounce-back message (most of the time a " ":guilabel:`550: mailbox unavailable` error message)." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:160 msgid "Email is not received" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:162 msgid "" "The steps that should be taken depend on the Odoo platform where the " "database is hosted." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:164 msgid "" "**Odoo.sh** users can find their live logs on the folder :file:`~/logs/`." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:166 msgid "" "Logs are a stored collection of all the tasks completed in a database. They " "are a text-only representation, complete with timestamps of every action " "taken on the Odoo database. This can be helpful to track emails leaving the " "database. Failure to send can also be seen by logs that indicate that the " "message tried to send repeatedly. Logs will show every action to the email " "servers from the database." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:172 msgid "" "The folder :file:`~/logs/` (accessed by the command line or on the Odoo.sh " "dashboard) of an Odoo.sh database contains a list of files containing the " "logs of the database. The log files are created everyday at 5:00 AM (UTC)." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:177 msgid "" "The two most recent days (today and yesterday) are not compressed, while the" " older ones are, in order to save space. The naming of the files for today " "and yesterday are respectively: :file:`odoo.log` and :file:`odoo.log.1`." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:181 msgid "" "For the following days, they are named with their dates, and then " "compressed. Use the command :command:`grep` and :command:`zgrep` (for the " "compressed ones) to search through the files." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:185 msgid "" "For more information on logs and how to access them via the Odoo.sh " "dashboard, see :ref:`this administration documentation `." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:188 msgid "" "For more information on accessing logs via the command line visit :ref:`this" " developer documentation `." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:191 msgid "" "**Odoo Online** users won't have access to the logs. However `Odoo Support " "`_ can be contacted if there is a recurring issue" " with the same client or domain." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:196 msgid "Get help from Odoo support" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:198 msgid "" "In order to get helped efficiently, please provide as much information as " "possible. Here is a list of what can be helpful when reaching out to the " "Odoo Support team about an issue:" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:201 msgid "" "Send a copy of the email headers. The `.EML` file (or **headers**) of the " "email is the file format containing all the technical information required " "for an investigation. The documentation from the email provider might " "explain how to access the EML file/header files. Once the headers of the " "email are obtained, adding it into the Odoo Support ticket is the most " "efficient way for the Odoo Support team to investigate." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:208 msgid "" "`Gmail documentation on headers " "`_" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:209 msgid "" "`Outlook documentation on headers `_" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:212 msgid "" "Explain the exact flow that is being followed to normally receive those " "emails in Odoo. Here are examples of questions whose answers can be useful:" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:215 msgid "Is this a notification message from a reply being received in Odoo?" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:216 msgid "Is this a message being sent from the Odoo database?" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:217 msgid "" "Is there an incoming email server being used, or is the email somehow being " "redirected?" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:218 msgid "Is there an example of an email that has been correctly forwarded?" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:220 msgid "Provide answers to the following questions:" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:222 msgid "" "Is it a generic issue, or is it specific to a use case? If specific to a use" " case, which one exactly?" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:224 msgid "" "Is it working as expected? In case the email is sent using Odoo, the bounce " "email should reach the Odoo database, and display the :ref:`red envelope " "`." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:228 msgid "" "The bounce system parameter needs to be set in the technical settings in " "order for the database to correctly receive bounce messages. To access this " "setting, go to :menuselection:`Settings app --> Technical menu --> " "Parameters --> System Parameters`. Then select the parameter name " ":guilabel:`mail.bounce.alias` and set the value to `bounce` if it isn't " "already set." msgstr "" #: ../../content/applications/general/export_import_data.rst:3 msgid "Export and import data" msgstr "" #: ../../content/applications/general/export_import_data.rst:8 msgid "Export data from Odoo" msgstr "" #: ../../content/applications/general/export_import_data.rst:10 msgid "" "When working with a database, it sometimes is necessary to export your data " "in a distinct file. Doing so can help to do reporting over your activities " "(even if Odoo offers a precise and easy reporting tool with each available " "application)." msgstr "" #: ../../content/applications/general/export_import_data.rst:14 msgid "" "With Odoo, you can export the values from any field in any record. To do so," " activate the list view on the items that need to be exported, click on " "*Action*, and, then, on *Export*." msgstr "" #: ../../content/applications/general/export_import_data.rst-1 msgid "view of the different things to enable/click to export data" msgstr "" #: ../../content/applications/general/export_import_data.rst:22 msgid "" "Pretty simple, this action still comes with some specificities. In fact, " "when clicking on *Export*, a pop-up window appears with several options for " "the data to export:" msgstr "" #: ../../content/applications/general/export_import_data.rst-1 msgid "" "overview of all the options to take into account when exporting data in Odoo" msgstr "" #: ../../content/applications/general/export_import_data.rst:30 msgid "" "With the *I want to update data* option ticked, the system only shows the " "fields which can be imported. This is very helpful in case you want to " "update existing records. Basically, this works like a filter. Leaving the " "box unticked gives way more field options because it shows all the fields, " "not just the ones which can be imported." msgstr "" #: ../../content/applications/general/export_import_data.rst:36 msgid "" "When exporting, you can choose between two formats: .csv and .xls. With " ".csv, items are separated with a comma, while .xls holds information about " "all the worksheets in a file, including both content and formatting." msgstr "" #: ../../content/applications/general/export_import_data.rst:39 msgid "" "Those are the items you may want to export. Use the arrows to display more " "sub-field options. Of course, you can use the search bar to find specific " "fields more easily. To use the search option more efficiently, display all " "the fields by clicking on all the arrows!" msgstr "" #: ../../content/applications/general/export_import_data.rst:44 msgid "The + button is there to add fields to the \"to export\" list." msgstr "" #: ../../content/applications/general/export_import_data.rst:45 msgid "" "The \"handles\" next to the selected fields allow you to move the fields up " "and down to change the order in which they must be displayed in the exported" " file." msgstr "" #: ../../content/applications/general/export_import_data.rst:48 msgid "The trashcan is there if you need to remove fields." msgstr "" #: ../../content/applications/general/export_import_data.rst:49 msgid "" "For recurring reports, it might be interesting to save export presets. " "Select all the needed ones and click on the template bar. There, click on " "*New template* and give a name to yours. The next time you need to export " "the same list, simply select the related template." msgstr "" #: ../../content/applications/general/export_import_data.rst:56 msgid "" "It’s good to keep the field’s external identifier in mind. For example, " "*Related Company* is equal to *parent_id*. Doing so helps export only what " "you would like to import next." msgstr "" #: ../../content/applications/general/export_import_data.rst:63 msgid "Import data into Odoo" msgstr "" #: ../../content/applications/general/export_import_data.rst:66 msgid "How to start" msgstr "" #: ../../content/applications/general/export_import_data.rst:68 msgid "" "You can import data on any Odoo's business object using either Excel (.xlsx)" " or CSV (.csv) formats: contacts, products, bank statements, journal entries" " and even orders!" msgstr "" #: ../../content/applications/general/export_import_data.rst:72 msgid "" "Open the view of the object you want to populate and click on " ":menuselection:`Favorites --> Import records`." msgstr "" #: ../../content/applications/general/export_import_data.rst:78 msgid "" "There you are provided with templates you can easily populate with your own " "data. Such templates can be imported in one click; The data mapping is " "already done." msgstr "" #: ../../content/applications/general/export_import_data.rst:83 msgid "How to adapt the template" msgstr "" #: ../../content/applications/general/export_import_data.rst:85 msgid "Add, remove and sort columns to fit at best your data structure." msgstr "" #: ../../content/applications/general/export_import_data.rst:86 msgid "We advise to not remove the **ID** one (see why in the next section)." msgstr "" #: ../../content/applications/general/export_import_data.rst:87 #: ../../content/applications/general/export_import_data.rst:376 msgid "" "Set a unique ID to every single record by dragging down the ID sequencing." msgstr "" #: ../../content/applications/general/export_import_data.rst:92 msgid "" "When you add a new column, Odoo might not be able to map it automatically if" " its label doesn't fit any field in Odoo. Don't worry! You can map new " "columns manually when you test the import. Search the list for the " "corresponding field." msgstr "" #: ../../content/applications/general/export_import_data.rst:100 msgid "" "Then, use this field's label in your file in order to make it work straight " "on the very next time." msgstr "" #: ../../content/applications/general/export_import_data.rst:104 msgid "How to import from another application" msgstr "" #: ../../content/applications/general/export_import_data.rst:106 msgid "" "In order to re-create relationships between different records, you should " "use the unique identifier from the original application and map it to the " "**ID** (External ID) column in Odoo. When you import another record that " "links to the first one, use **XXX/ID** (XXX/External ID) to the original " "unique identifier. You can also find this record using its name but you will" " be stuck if at least 2 records have the same name." msgstr "" #: ../../content/applications/general/export_import_data.rst:114 msgid "" "The **ID** will also be used to update the original import if you need to " "re-import modified data later, it's thus good practice to specify it " "whenever possible." msgstr "" #: ../../content/applications/general/export_import_data.rst:120 msgid "I cannot find the field I want to map my column to" msgstr "" #: ../../content/applications/general/export_import_data.rst:122 msgid "" "Odoo tries to find with some heuristic, based on the first ten lines of the " "files, the type of field for each column inside your file. For example if " "you have a column only containing numbers, only the fields that are of type " "*Integer* will be displayed for you to choose from. While this behavior " "might be good and easy for most cases, it is also possible that it goes " "wrong or that you want to map your column to a field that is not proposed by" " default." msgstr "" #: ../../content/applications/general/export_import_data.rst:131 msgid "" "If that happens, you just have to check the ** Show fields of relation " "fields (advanced)** option, you will then be able to choose from the " "complete list of fields for each column." msgstr "" #: ../../content/applications/general/export_import_data.rst:139 msgid "Where can I change the date import format?" msgstr "" #: ../../content/applications/general/export_import_data.rst:141 msgid "" "Odoo can automatically detect if a column is a date, and it will try to " "guess the date format from a set of most commonly used date formats. While " "this process can work for many date formats, some date formats will not be " "recognized. This can cause confusion due to day-month inversions; it is " "difficult to guess which part of a date format is the day and which part is " "the month in a date such as '01-03-2016'." msgstr "" #: ../../content/applications/general/export_import_data.rst:147 msgid "" "To view which date format Odoo has found from your file you can check the " "**Date Format** that is shown when clicking on **Options** under the file " "selector. If this format is incorrect you can change it to your liking using" " the *ISO 8601* to define the format." msgstr "" #: ../../content/applications/general/export_import_data.rst:152 msgid "" "If you are importing an excel (.xls, .xlsx) file, you can use date cells to " "store dates as the display of dates in excel is different from the way it is" " stored. That way you will be sure that the date format is correct in Odoo " "whatever your locale date format is." msgstr "" #: ../../content/applications/general/export_import_data.rst:157 msgid "Can I import numbers with currency sign (e.g.: $32.00)?" msgstr "" #: ../../content/applications/general/export_import_data.rst:159 msgid "" "Yes, we fully support numbers with parenthesis to represent negative sign as" " well as numbers with currency sign attached to them. Odoo also " "automatically detect which thousand/decimal separator you use (you can " "change those under **options**). If you use a currency symbol that is not " "known to Odoo, it might not be recognized as a number though and it will " "crash." msgstr "" #: ../../content/applications/general/export_import_data.rst:164 msgid "" "Examples of supported numbers (using thirty-two thousands as an example):" msgstr "" #: ../../content/applications/general/export_import_data.rst:166 msgid "32.000,00" msgstr "" #: ../../content/applications/general/export_import_data.rst:167 msgid "32000,00" msgstr "" #: ../../content/applications/general/export_import_data.rst:168 msgid "32,000.00" msgstr "" #: ../../content/applications/general/export_import_data.rst:169 msgid "-32000.00" msgstr "" #: ../../content/applications/general/export_import_data.rst:170 msgid "(32000.00)" msgstr "" #: ../../content/applications/general/export_import_data.rst:171 msgid "$ 32.000,00" msgstr "" #: ../../content/applications/general/export_import_data.rst:172 msgid "(32000.00 €)" msgstr "" #: ../../content/applications/general/export_import_data.rst:174 msgid "Example that will not work:" msgstr "" #: ../../content/applications/general/export_import_data.rst:176 msgid "ABC 32.000,00" msgstr "" #: ../../content/applications/general/export_import_data.rst:177 msgid "$ (32.000,00)" msgstr "" #: ../../content/applications/general/export_import_data.rst:180 msgid "What can I do when the Import preview table isn't displayed correctly?" msgstr "" #: ../../content/applications/general/export_import_data.rst:182 msgid "" "By default the Import preview is set on commas as field separators and " "quotation marks as text delimiters. If your csv file does not have these " "settings, you can modify the File Format Options (displayed under the Browse" " CSV file bar after you select your file)." msgstr "" #: ../../content/applications/general/export_import_data.rst:186 msgid "" "Note that if your CSV file has a tabulation as separator, Odoo will not " "detect the separations. You will need to change the file format options in " "your spreadsheet application. See the following question." msgstr "" #: ../../content/applications/general/export_import_data.rst:191 msgid "" "How can I change the CSV file format options when saving in my spreadsheet " "application?" msgstr "" #: ../../content/applications/general/export_import_data.rst:193 msgid "" "If you edit and save CSV files in spreadsheet applications, your computer's " "regional settings will be applied for the separator and delimiter. We " "suggest you use OpenOffice or LibreOffice Calc as they will allow you to " "modify all three options (in :menuselection:`'Save As' dialog box --> Check " "the box 'Edit filter settings' --> Save`)." msgstr "" #: ../../content/applications/general/export_import_data.rst:198 msgid "" "Microsoft Excel will allow you to modify only the encoding when saving (in " ":menuselection:`'Save As' dialog box --> click 'Tools' dropdown list --> " "Encoding tab`)." msgstr "" #: ../../content/applications/general/export_import_data.rst:202 msgid "What's the difference between Database ID and External ID?" msgstr "" #: ../../content/applications/general/export_import_data.rst:204 msgid "" "Some fields define a relationship with another object. For example, the " "country of a contact is a link to a record of the 'Country' object. When you" " want to import such fields, Odoo will have to recreate links between the " "different records. To help you import such fields, Odoo provides three " "mechanisms. You must use one and only one mechanism per field you want to " "import." msgstr "" #: ../../content/applications/general/export_import_data.rst:209 msgid "" "For example, to reference the country of a contact, Odoo proposes you 3 " "different fields to import:" msgstr "" #: ../../content/applications/general/export_import_data.rst:211 msgid "Country: the name or code of the country" msgstr "" #: ../../content/applications/general/export_import_data.rst:212 msgid "" "Country/Database ID: the unique Odoo ID for a record, defined by the ID " "postgresql column" msgstr "" #: ../../content/applications/general/export_import_data.rst:213 msgid "" "Country/External ID: the ID of this record referenced in another application" " (or the .XML file that imported it)" msgstr "" #: ../../content/applications/general/export_import_data.rst:216 msgid "For the country Belgium, you can use one of these 3 ways to import:" msgstr "" #: ../../content/applications/general/export_import_data.rst:218 msgid "Country: Belgium" msgstr "" #: ../../content/applications/general/export_import_data.rst:219 msgid "Country/Database ID: 21" msgstr "" #: ../../content/applications/general/export_import_data.rst:220 msgid "Country/External ID: base.be" msgstr "" #: ../../content/applications/general/export_import_data.rst:222 msgid "" "According to your need, you should use one of these 3 ways to reference " "records in relations. Here is when you should use one or the other, " "according to your need:" msgstr "" #: ../../content/applications/general/export_import_data.rst:225 msgid "" "Use Country: This is the easiest way when your data come from CSV files that" " have been created manually." msgstr "" #: ../../content/applications/general/export_import_data.rst:227 msgid "" "Use Country/Database ID: You should rarely use this notation. It's mostly " "used by developers as it's main advantage is to never have conflicts (you " "may have several records with the same name, but they always have a unique " "Database ID)" msgstr "" #: ../../content/applications/general/export_import_data.rst:230 msgid "" "Use Country/External ID: Use External ID when you import data from a third " "party application." msgstr "" #: ../../content/applications/general/export_import_data.rst:232 msgid "" "When you use External IDs, you can import CSV files with the \"External ID\"" " column to define the External ID of each record you import. Then, you will " "be able to make a reference to that record with columns like " "\"Field/External ID\". The following two CSV files give you an example for " "Products and their Categories." msgstr "" #: ../../content/applications/general/export_import_data.rst:237 msgid "" ":download:`CSV file for categories " "`." msgstr "" #: ../../content/applications/general/export_import_data.rst:240 msgid "" ":download:`CSV file for Products " "`." msgstr "" #: ../../content/applications/general/export_import_data.rst:244 msgid "What can I do if I have multiple matches for a field?" msgstr "" #: ../../content/applications/general/export_import_data.rst:246 msgid "" "If for example you have two product categories with the child name " "\"Sellable\" (ie. \"Misc. Products/Sellable\" & \"Other " "Products/Sellable\"), your validation is halted but you may still import " "your data. However, we recommend you do not import the data because they " "will all be linked to the first 'Sellable' category found in the Product " "Category list (\"Misc. Products/Sellable\"). We recommend you modify one of " "the duplicates' values or your product category hierarchy." msgstr "" #: ../../content/applications/general/export_import_data.rst:252 msgid "" "However if you do not wish to change your configuration of product " "categories, we recommend you use make use of the external ID for this field " "'Category'." msgstr "" #: ../../content/applications/general/export_import_data.rst:256 msgid "" "How can I import a many2many relationship field (e.g. a customer that has " "multiple tags)?" msgstr "" #: ../../content/applications/general/export_import_data.rst:258 msgid "" "The tags should be separated by a comma without any spacing. For example, if" " you want your customer to be linked to both tags 'Manufacturer' and " "'Retailer' then you will encode \"Manufacturer,Retailer\" in the same column" " of your CSV file." msgstr "" #: ../../content/applications/general/export_import_data.rst:262 msgid "" ":download:`CSV file for Manufacturer, Retailer " "`" msgstr "" #: ../../content/applications/general/export_import_data.rst:266 msgid "" "How can I import a one2many relationship (e.g. several Order Lines of a " "Sales Order)?" msgstr "" #: ../../content/applications/general/export_import_data.rst:268 msgid "" "If you want to import sales order having several order lines; for each order" " line, you need to reserve a specific row in the CSV file. The first order " "line will be imported on the same row as the information relative to order. " "Any additional lines will need an additional row that does not have any " "information in the fields relative to the order. As an example, here is " "``purchase.order_functional_error_line_cant_adpat.CSV`` file of some " "quotations you can import, based on demo data." msgstr "" #: ../../content/applications/general/export_import_data.rst:275 msgid "" ":download:`File for some Quotations " "`." msgstr "" #: ../../content/applications/general/export_import_data.rst:277 msgid "" "The following CSV file shows how to import purchase orders with their " "respective purchase order lines:" msgstr "" #: ../../content/applications/general/export_import_data.rst:280 msgid "" ":download:`Purchase orders with their respective purchase order lines " "`." msgstr "" #: ../../content/applications/general/export_import_data.rst:282 msgid "" "The following CSV file shows how to import customers and their respective " "contacts:" msgstr "" #: ../../content/applications/general/export_import_data.rst:284 msgid "" ":download:`Customers and their respective contacts " "`." msgstr "" #: ../../content/applications/general/export_import_data.rst:287 msgid "Can I import several times the same record?" msgstr "" #: ../../content/applications/general/export_import_data.rst:289 msgid "" "If you import a file that contains one of the column \"External ID\" or " "\"Database ID\", records that have already been imported will be modified " "instead of being created. This is very useful as it allows you to import " "several times the same CSV file while having made some changes in between " "two imports. Odoo will take care of creating or modifying each record " "depending if it's new or not." msgstr "" #: ../../content/applications/general/export_import_data.rst:294 msgid "" "This feature allows you to use the Import/Export tool of Odoo to modify a " "batch of records in your favorite spreadsheet application." msgstr "" #: ../../content/applications/general/export_import_data.rst:298 msgid "What happens if I do not provide a value for a specific field?" msgstr "" #: ../../content/applications/general/export_import_data.rst:300 msgid "" "If you do not set all fields in your CSV file, Odoo will assign the default " "value for every non defined fields. But if you set fields with empty values " "in your CSV file, Odoo will set the EMPTY value in the field, instead of " "assigning the default value." msgstr "" #: ../../content/applications/general/export_import_data.rst:305 msgid "How to export/import different tables from an SQL application to Odoo?" msgstr "" #: ../../content/applications/general/export_import_data.rst:307 msgid "" "If you need to import data from different tables, you will have to recreate " "relations between records belonging to different tables. (e.g. if you import" " companies and persons, you will have to recreate the link between each " "person and the company they work for)." msgstr "" #: ../../content/applications/general/export_import_data.rst:311 msgid "" "To manage relations between tables, you can use the \"External ID\" " "facilities of Odoo. The \"External ID\" of a record is the unique identifier" " of this record in another application. This \"External ID\" must be unique " "across all the records of all objects, so it's a good practice to prefix " "this \"External ID\" with the name of the application or table. (like " "'company_1', 'person_1' instead of '1')" msgstr "" #: ../../content/applications/general/export_import_data.rst:317 msgid "" "As an example, suppose you have a SQL database with two tables you want to " "import: companies and persons. Each person belong to one company, so you " "will have to recreate the link between a person and the company he work for." " (If you want to test this example, here is a :download:`dump of such a " "PostgreSQL database `)" msgstr "" #: ../../content/applications/general/export_import_data.rst:322 msgid "" "We will first export all companies and their \"External ID\". In PSQL, write" " the following command:" msgstr "" #: ../../content/applications/general/export_import_data.rst:328 msgid "This SQL command will create the following CSV file:" msgstr "" #: ../../content/applications/general/export_import_data.rst:337 msgid "" "To create the CSV file for persons, linked to companies, we will use the " "following SQL command in PSQL:" msgstr "" #: ../../content/applications/general/export_import_data.rst:343 msgid "It will produce the following CSV file:" msgstr "" #: ../../content/applications/general/export_import_data.rst:353 msgid "" "As you can see in this file, Fabien and Laurence are working for the Bigees " "company (company_1) and Eric is working for the Organi company. The relation" " between persons and companies is done using the External ID of the " "companies. We had to prefix the \"External ID\" by the name of the table to " "avoid a conflict of ID between persons and companies (person_1 and company_1" " who shared the same ID 1 in the original database)." msgstr "" #: ../../content/applications/general/export_import_data.rst:359 msgid "" "The two files produced are ready to be imported in Odoo without any " "modifications. After having imported these two CSV files, you will have 4 " "contacts and 3 companies. (the firsts two contacts are linked to the first " "company). You must first import the companies and then the persons." msgstr "" #: ../../content/applications/general/export_import_data.rst:364 msgid "How to adapt an import template" msgstr "" #: ../../content/applications/general/export_import_data.rst:366 msgid "" "Import templates are provided in the import tool of the most common data to " "import (contacts, products, bank statements, etc.). You can open them with " "any spreadsheets software (Microsoft Office, OpenOffice, Google Drive, " "etc.)." msgstr "" #: ../../content/applications/general/export_import_data.rst:372 msgid "How to customize the file" msgstr "" #: ../../content/applications/general/export_import_data.rst:374 msgid "" "Remove columns you don't need. We advise to not remove the *ID* one (see why" " here below)." msgstr "" #: ../../content/applications/general/export_import_data.rst:381 msgid "" "When you add a new column, Odoo might not be able to map it automatically if" " its label doesn't fit any field of the system. If so, find the " "corresponding field using the search." msgstr "" #: ../../content/applications/general/export_import_data.rst:388 msgid "" "Then, use the label you found in your import template in order to make it " "work straight away the very next time you try to import." msgstr "" #: ../../content/applications/general/export_import_data.rst:392 msgid "Why an “ID” column" msgstr "" #: ../../content/applications/general/export_import_data.rst:394 msgid "" "The **ID** (External ID) is an unique identifier for the line item. Feel " "free to use the one of your previous software to ease the transition to " "Odoo." msgstr "" #: ../../content/applications/general/export_import_data.rst:397 msgid "" "Setting an ID is not mandatory when importing but it helps in many cases:" msgstr "" #: ../../content/applications/general/export_import_data.rst:399 msgid "" "Update imports: you can import the same file several times without creating " "duplicates;" msgstr "" #: ../../content/applications/general/export_import_data.rst:400 msgid "Import relation fields (see here below)." msgstr "" #: ../../content/applications/general/export_import_data.rst:403 msgid "How to import relation fields" msgstr "" #: ../../content/applications/general/export_import_data.rst:405 msgid "" "An Odoo object is always related to many other objects (e.g. a product is " "linked to product categories, attributes, vendors, etc.). To import those " "relations you need to import the records of the related object first from " "their own list menu." msgstr "" #: ../../content/applications/general/export_import_data.rst:409 msgid "" "You can do it using either the name of the related record or its ID. The ID " "is expected when two records have the same name. In such a case add \" / " "ID\" at the end of the column title (e.g. for product attributes: Product " "Attributes / Attribute / ID)." msgstr "" #: ../../content/applications/general/geolocation.rst:3 msgid "Geolocation" msgstr "" #: ../../content/applications/general/geolocation.rst:5 msgid "" "You can locate contacts or places and generate routes on a map in Odoo." msgstr "" #: ../../content/applications/general/geolocation.rst-1 msgid "Map displaying a contact's location." msgstr "" #: ../../content/applications/general/geolocation.rst:10 msgid "" "To use the feature, open the :guilabel:`Settings` app, and, under the " ":guilabel:`Integrations`, section, activate :guilabel:`Geo Localization`. " "Then, choose between using the OpenStreetMap or Google Places API." msgstr "" #: ../../content/applications/general/geolocation.rst:14 msgid "**OpenStreetMap**" msgstr "" #: ../../content/applications/general/geolocation.rst:16 msgid "" "OpenStreetMap is a free, open geographic database updated and maintained by " "volunteers. To use it, select :guilabel:`Open Street Map`." msgstr "" #: ../../content/applications/general/geolocation.rst:20 msgid "" "OpenStreetMap might not always be accurate. You can `join the OpenStreetMap " "community `_ to fix any issues " "encountered." msgstr "" #: ../../content/applications/general/geolocation.rst:23 msgid "**Google Places API map**" msgstr "" #: ../../content/applications/general/geolocation.rst:25 msgid "" "The Google Places API map provides detailed info on places, businesses, and " "points of interest. It supports location-based features like search, " "navigation, and recommendations." msgstr "" #: ../../content/applications/general/geolocation.rst:29 msgid "" "Using the Google Places API could require `payment to Google " "`_." msgstr "" #: ../../content/applications/general/geolocation.rst:32 msgid "" "To use it, select :guilabel:`Google Place Map` and enter your :ref:`API Key " "`." msgstr "" #: ../../content/applications/general/geolocation.rst-1 msgid "Google Places API key" msgstr "" #: ../../content/applications/general/geolocation.rst:39 msgid "" ":doc:`../../applications/websites/website/configuration/address_autocomplete`" msgstr "" #: ../../content/applications/general/in_app_purchase.rst:3 msgid "In-app purchase (IAP)" msgstr "" #: ../../content/applications/general/in_app_purchase.rst:7 msgid "" "In-app purchases (IAP) are optional services that enhance Odoo databases. " "Each service provides its own specific features and functionality. A full " "list of services is available on the `Odoo IAP Catalog " "`_." msgstr "" #: ../../content/applications/general/in_app_purchase.rst-1 msgid "The IAP catalog with various services available on IAP.Odoo.com." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:16 msgid "" "The :guilabel:`SMS` service sends text messages to contacts directly from " "the database, and the :guilabel:`Documents Digitization` service digitizes " "scanned or PDF vendor bills, expenses, and resumes with optical character " "recognition (OCR) and artificial intelligence (AI)." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:20 msgid "" "|IAP| services do **not** need to be configured or set up before use. Odoo " "users can simply click on the service in the app to activate it. However, " "each service requires its own prepaid credits, and when they run out, users " "**must** :ref:`buy more ` in order to keep using it." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:25 msgid "" "Users with an Enterprise version of Odoo Online get free credits to test IAP" " features." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:30 msgid "IAP services" msgstr "" #: ../../content/applications/general/in_app_purchase.rst:32 msgid "" "|IAP| services are provided by Odoo, as well as third-parties, and have a " "wide range of uses." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:34 msgid "The following |IAP| services are provided by Odoo:" msgstr "" #: ../../content/applications/general/in_app_purchase.rst:36 msgid "" ":guilabel:`Documents Digitization`: digitizes scanned or PDF vendor bills, " "expenses, and resumes with OCR and AI." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:38 msgid "" ":guilabel:`Partner Autocomplete`: automatically populates contact records " "with corporate data." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:39 msgid "" ":guilabel:`SMS`: sends SMS text messages to contacts directly from the " "database." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:40 msgid "" ":guilabel:`Lead Generation`: generates leads based on a set of criteria, and" " converts web visitors into quality leads and opportunities." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:42 msgid "" ":guilabel:`Snailmail`: sends customer invoices and follow-up reports by " "post, worldwide." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:44 msgid "" "For more information on every service currently available, visit the `Odoo " "IAP Catalog `_." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:48 msgid "Use IAP services" msgstr "" #: ../../content/applications/general/in_app_purchase.rst:50 msgid "" "|IAP| services are automatically integrated with Odoo, and do **not** " "require users to configure any settings. To use a service, simply interact " "with it wherever it appears in the database." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:54 msgid "" "The following flow focuses on the *SMS* |IAP| service being used from a " "contact's record." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:56 msgid "" "This can be done by clicking the :guilabel:`📱 (phone) SMS` icon within the " "database." msgstr "" #: ../../content/applications/general/in_app_purchase.rst-1 msgid "" "The SMS icon on a typical contact information form located within an Odoo " "database." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:62 msgid "" "One way to utilize the *SMS* |IAP| service with Odoo is showcased in the " "following steps:" msgstr "" #: ../../content/applications/general/in_app_purchase.rst:64 msgid "" "Navigate to the :menuselection:`Contacts application`, and click on a " "contact with a mobile phone number entered in either the :guilabel:`Phone` " "or :guilabel:`Mobile` field of the contact form." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:67 msgid "" "Hover the mouse over the :guilabel:`Phone` or :guilabel:`Mobile` field, and " "a :guilabel:`📱 (phone) SMS` icon appears to the right." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:69 msgid "" "Click the :guilabel:`📱 (phone) SMS` icon, and a :guilabel:`Send SMS Text " "Message` pop-up window appears." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:71 msgid "" "Type a message in the :guilabel:`Message` field of the :guilabel:`Send SMS " "Text Message` pop-up window. Then, click the :guilabel:`Send SMS` button. " "Odoo then sends the message, via SMS, to the contact, and logs what was sent" " in the *chatter* of the contact's form." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:75 msgid "" "Upon sending the SMS message, the prepaid credits for the *SMS* |IAP| " "service are automatically deducted from the existing credits. If there are " "not enough credits to send the message, Odoo prompts the user to purchase " "more." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:80 msgid "" "For more information on how to use various |IAP| services, and for more in-" "depth instructions related to SMS functionality in Odoo, review the " "documentation below:" msgstr "" #: ../../content/applications/general/in_app_purchase.rst:83 msgid ":doc:`Lead mining `" msgstr "" #: ../../content/applications/general/in_app_purchase.rst:84 msgid "" ":doc:`Enrich your contacts base with Partner Autocomplete " "`" msgstr "" #: ../../content/applications/general/in_app_purchase.rst:86 msgid "" ":doc:`SMS essentials " "`" msgstr "" #: ../../content/applications/general/in_app_purchase.rst:91 msgid "IAP credits" msgstr "" #: ../../content/applications/general/in_app_purchase.rst:93 msgid "" "Every time an |IAP| service is used, the prepaid credits for that service " "are spent. Odoo prompts the purchase of more credits when there are not " "enough credits left to continue using a service. Email alerts can also be " "set up for when :ref:`credits are low `." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:97 msgid "" "Credits are purchased in *Packs* from the `Odoo IAP Catalog " "`_, and pricing is specific to" " each service." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:101 msgid "" "The `SMS service `_ has four " "packs available, in denominations of:" msgstr "" #: ../../content/applications/general/in_app_purchase.rst:104 msgid ":guilabel:`Starter Pack`: 10 credits" msgstr "" #: ../../content/applications/general/in_app_purchase.rst:105 msgid ":guilabel:`Standard Pack`: 100 credits" msgstr "" #: ../../content/applications/general/in_app_purchase.rst:106 msgid ":guilabel:`Advanced Pack`: 500 credits" msgstr "" #: ../../content/applications/general/in_app_purchase.rst:107 msgid ":guilabel:`Expert Pack`: 1,000 credits" msgstr "" #: ../../content/applications/general/in_app_purchase.rst-1 msgid "Four different packs of credits for the SMS IAP service." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:113 msgid "" "The number of credits consumed depends on the length of the SMS and the " "country of destination." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:115 msgid "" "For more information, refer to the :doc:`SMS Pricing and FAQ " "` " "documentation." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:121 msgid "Buy credits" msgstr "" #: ../../content/applications/general/in_app_purchase.rst:123 msgid "" "If there are not enough credits to perform a task, the database " "automatically prompts the purchase of more credits." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:126 msgid "" "Users can check the current balance of credits for each service, and " "manually purchase more credits, by navigating to the " ":menuselection:`Settings app --> Search IAP --> View My Services`." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:129 #: ../../content/applications/general/in_app_purchase.rst:146 msgid "" "Doing so reveals an :guilabel:`IAP Account` page, listing the various |IAP| " "services in the database. From here, click an |IAP| service to open its " ":guilabel:`Account Information` page, where additional credits can be " "purchased." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:134 msgid "Manually buy credits" msgstr "" #: ../../content/applications/general/in_app_purchase.rst:136 msgid "To manually buy credits in Odoo, follow these steps:" msgstr "" #: ../../content/applications/general/in_app_purchase.rst:138 #: ../../content/applications/general/in_app_purchase.rst:173 msgid "Go to the :menuselection:`Settings application`." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:139 #: ../../content/applications/general/in_app_purchase.rst:174 msgid "Type `IAP` in the search bar." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:140 #: ../../content/applications/general/in_app_purchase.rst:175 msgid "Click :guilabel:`View My Services`." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:0 msgid "" "The Settings app showing the Odoo IAP heading and View My Services button." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:149 msgid "" "On the :guilabel:`Account Information` page, click the :guilabel:`Buy " "Credit` button." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:0 msgid "" "The Account Information page for an IAP service showing the Buy Credit " "button." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:155 msgid "" "Doing so loads a :guilabel:`Buy Credits for (IAP Account)` page in a new " "tab. From here, click :guilabel:`Buy` on the desired pack of credits. Then, " "follow the prompts to enter payment details, and confirm the order." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:0 msgid "" "The SMS service page on IAP.Odoo.com with four packs of credits available " "for purchase." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:163 msgid "" "Once the transaction is complete, the credits are available for use in the " "database." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:168 msgid "Low-credit notification" msgstr "" #: ../../content/applications/general/in_app_purchase.rst:170 msgid "" "It is possible to be notified when credits are low, in order to avoid " "running out of credits, while using an |IAP| service. To do that, follow " "this process:" msgstr "" #: ../../content/applications/general/in_app_purchase.rst:176 msgid "" "The available |IAP| accounts appear in a list view on the :guilabel:`IAP " "Account` page. From here, click on the desired |IAP| account to view that " "service's :guilabel:`Account Information` page." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:179 msgid "" "On the :guilabel:`Account Information` page, tick the :guilabel:`Warn Me` " "box. Doing so reveals two fields on the form: :guilabel:`Threshold` and " ":guilabel:`Warning Email`." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:0 msgid "" "Odoo will send an email alert when credits for this service fall below the " "threshold." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:186 msgid "" "In the :guilabel:`Threshold` field, enter an amount of credits Odoo should " "use as the minimum threshold for this service." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:188 msgid "" "In the :guilabel:`Warning Email` field, enter the email address that should " "receive the notification." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:191 msgid "" "Odoo sends a low-credit alert to the :guilabel:`Warning Email` when the " "balance of credits falls below the amount listed as the " ":guilabel:`Threshold`." msgstr "" #: ../../content/applications/general/reporting.rst:3 msgid "Reporting" msgstr "" #: ../../content/applications/general/reporting.rst:5 msgid "" "You can find several reports under the :guilabel:`Reporting` menu of most " "apps that let you analyze and visualize the data of your records." msgstr "" #: ../../content/applications/general/reporting.rst:11 msgid "Selecting a view" msgstr "" #: ../../content/applications/general/reporting.rst:13 msgid "" "Depending on the report, Odoo can display the data in various ways. " "Sometimes, a unique view fully tailored to the report is available, while " "several views are available for others. However, two generic views are " "dedicated to reporting: the graph and pivot views." msgstr "" #: ../../content/applications/general/reporting.rst:20 msgid "Graph view" msgstr "" #: ../../content/applications/general/reporting.rst:22 msgid "" "The :ref:`graph view ` is used to visualize your " "records' data, helping you identify patterns and trends. The view is often " "found under the :guilabel:`Reporting` menu of apps but can be found " "elsewhere. Click the **graph view button** located at the top right to " "access it." msgstr "" #: ../../content/applications/general/reporting.rst-1 msgid "Selecting the graph view" msgstr "" #: ../../content/applications/general/reporting.rst:33 msgid "Pivot view" msgstr "" #: ../../content/applications/general/reporting.rst:35 msgid "" "The :ref:`pivot view ` is used to aggregate your " "records' data and break it down for analysis. The view is often found under " "the :guilabel:`Reporting` menu of apps but can be found elsewhere. Click the" " **pivot view button** located at the top right to access it." msgstr "" #: ../../content/applications/general/reporting.rst-1 msgid "Selecting the pivot view" msgstr "" #: ../../content/applications/general/reporting.rst:45 msgid "Choosing measures" msgstr "" #: ../../content/applications/general/reporting.rst:47 msgid "" "After selecting a view, you should ensure only the relevant records are " ":doc:`filtered `. Next, you should choose what is measured. By " "default, a measure is always selected. If you wish to edit it, click " ":guilabel:`Measures` and choose one or, only for pivots, multiple measures." msgstr "" #: ../../content/applications/general/reporting.rst:52 msgid "" "When you select a measure, Odoo aggregates the values recorded on that field" " for the filtered records. Only numerical fields (:ref:`integer " "`, :ref:`decimal `, :ref:`monetary `) " "can be measured. In addition, the :guilabel:`Count` option is used to count " "the total number of filtered records." msgstr "" #: ../../content/applications/general/reporting.rst:58 msgid "" "After choosing what you want to measure, you can define how the data should " "be :ref:`grouped ` depending on the dimension you want to " "analyze. By default, the data is often grouped by *Date > Month*, which is " "used to analyze the evolution of a measure over the months." msgstr "" #: ../../content/applications/general/reporting.rst:63 msgid "" "When you filter a single time period, the option to compare it against " "another one appears." msgstr "" #: ../../content/applications/general/reporting.rst:0 msgid "Using the comparison option" msgstr "" #: ../../content/applications/general/reporting.rst:72 msgid "Select measures" msgstr "" #: ../../content/applications/general/reporting.rst:74 msgid "" "Among other measures, you could add the :guilabel:`Margin` and " ":guilabel:`Count` measures to the Sales Analysis report. By default, the " ":guilabel:`Untaxed Amount` measure is selected." msgstr "" #: ../../content/applications/general/reporting.rst:0 msgid "Selecting different measures on the Sales Analysis report" msgstr "" #: ../../content/applications/general/reporting.rst:81 msgid "Group measures" msgstr "" #: ../../content/applications/general/reporting.rst:83 msgid "" "You could group the measures by :guilabel:`Product Category` at the level of" " rows on the previous Sales Analysis report example." msgstr "" #: ../../content/applications/general/reporting.rst:0 msgid "Adding a group on the Sales Analysis report" msgstr "" #: ../../content/applications/general/reporting.rst:92 msgid "Using the pivot view" msgstr "" #: ../../content/applications/general/reporting.rst:94 msgid "" "Grouping data is quintessential to the pivot view. It enables drilling down " "the data to gain deeper insights. While you can use the :guilabel:`Group By`" " option to quickly add a group at the level of rows, as shown in the example" " above, you can also click the plus button (:guilabel:`➕`) next to the " ":guilabel:`Total` header at the level of rows *and* columns, and then select" " one of the **preconfigured groups**. To remove one, click the minus button " "(:guilabel:`➖`)." msgstr "" #: ../../content/applications/general/reporting.rst:100 msgid "" "Once you have added a group, you can add new ones on the opposite axis or " "the newly created subgroups." msgstr "" #: ../../content/applications/general/reporting.rst:104 msgid "" "You could further divide the measures on the previous Sales Analysis report " "example by the :guilabel:`Salesperson` group at the level of columns and by " "the :guilabel:`Order Date > Month` group on the :guilabel:`All / Saleable / " "Office Furniture` product category." msgstr "" #: ../../content/applications/general/reporting.rst:0 msgid "Adding multiple groups on the Sales Analysis report" msgstr "" #: ../../content/applications/general/reporting.rst:112 msgid "" "Switch the rows and columns' groups by clicking the flip axis button " "(:guilabel:`⇄`)." msgstr "" #: ../../content/applications/general/reporting.rst:113 msgid "" "Click on a measure's label to sort the values by ascending (⏶) or descending" " (⏷) order." msgstr "" #: ../../content/applications/general/reporting.rst:114 msgid "" "Download a `.xlsx` version of the pivot by clicking the download button " "(:guilabel:`⭳`)." msgstr "" #: ../../content/applications/general/reporting.rst:119 msgid "Using the graph view" msgstr "" #: ../../content/applications/general/reporting.rst:121 msgid "Three graphs are available: the bar, line, and pie charts." msgstr "" #: ../../content/applications/general/reporting.rst:123 msgid "" "**Bar charts** are used to show the distribution or a comparison of several " "categories. They are especially useful as they can deal with larger data " "sets." msgstr "" #: ../../content/applications/general/reporting.rst:126 msgid "" "**Line charts** are useful to show changing time series and trends over " "time." msgstr "" #: ../../content/applications/general/reporting.rst:128 msgid "" "**Pie charts** are used to show the distribution or a comparison of a small " "number of categories when they form a meaningful whole." msgstr "" #: ../../content/applications/general/reporting.rst:133 msgid "Bar chart" msgstr "" #: ../../content/applications/general/reporting.rst:0 msgid "Viewing the Sales Analysis report as a bar chart" msgstr "" #: ../../content/applications/general/reporting.rst:138 msgid "Line chart" msgstr "" #: ../../content/applications/general/reporting.rst:0 msgid "Viewing the Sales Analysis report as a line chart" msgstr "" #: ../../content/applications/general/reporting.rst:143 msgid "Pie chart" msgstr "" #: ../../content/applications/general/reporting.rst:0 msgid "Viewing the Sales Analysis report as a pie chart" msgstr "" #: ../../content/applications/general/reporting.rst:149 msgid "" "For **bar** and **line** charts, you can use the stacked option when you " "have at least two groups, which then appear on top of each other instead of " "next to each other." msgstr "" #: ../../content/applications/general/reporting.rst:154 msgid "Stacked bar chart" msgstr "" #: ../../content/applications/general/reporting.rst:0 msgid "Stacked bar chart example" msgstr "" #: ../../content/applications/general/reporting.rst:159 msgid "Regular bar chart" msgstr "" #: ../../content/applications/general/reporting.rst:0 msgid "Non-stacked bar chart example" msgstr "" #: ../../content/applications/general/reporting.rst:164 msgid "Stacked line chart" msgstr "" #: ../../content/applications/general/reporting.rst:0 msgid "Stacked line chart example" msgstr "" #: ../../content/applications/general/reporting.rst:169 #: ../../content/applications/general/reporting.rst:184 msgid "Regular line chart" msgstr "" #: ../../content/applications/general/reporting.rst:0 msgid "Non-stacked line chart example" msgstr "" #: ../../content/applications/general/reporting.rst:174 msgid "" "For **line** charts, you can use the cumulative option to sum values, which " "is especially useful to show the change in growth over a time period." msgstr "" #: ../../content/applications/general/reporting.rst:179 msgid "Cumulative line chart" msgstr "" #: ../../content/applications/general/reporting.rst:0 msgid "Cumulative line chart example" msgstr "" #: ../../content/applications/general/reporting.rst:0 msgid "Regular line chart example" msgstr "" #: ../../content/applications/general/search.rst:3 msgid "Search and filter records" msgstr "" #: ../../content/applications/general/search.rst:5 msgid "" "Odoo uses filters to include only the most relevant records depending on the" " purpose of the view you are on. However, you can edit the default filter or" " search for specific values." msgstr "" #: ../../content/applications/general/search.rst:11 msgid "Preconfigured filters" msgstr "" #: ../../content/applications/general/search.rst:13 msgid "" "You can modify the default selection of records by clicking " ":guilabel:`Filters` and selecting one or several **preconfigured filters**." msgstr "" #: ../../content/applications/general/search.rst:17 msgid "" "On the Sales Analysis report, only records at the sales order stage are " "selected by default. However, you could *also* include records at the " "quotation stage by selecting :guilabel:`Quotations`. Furthermore, you could " "*only* include records from a specific year, for example *2022*, by " "selecting :menuselection:`Order Date --> 2022`." msgstr "" #: ../../content/applications/general/search.rst:0 msgid "Using preconfigured filters on the Sales Analysis report" msgstr "" #: ../../content/applications/general/search.rst:27 msgid "" "If you select preconfigured filters from the same group (i.e., that are " "*not* separated by an horizontal line), the records can match *any* " "condition to be included. However, if you select filters from different " "groups, the records have to match *all* condition to be included." msgstr "" #: ../../content/applications/general/search.rst:34 msgid "Custom filters" msgstr "" #: ../../content/applications/general/search.rst:36 msgid "" "You can create custom filters using most fields present on the model by " "clicking :menuselection:`Filters --> Add Custom Filter`, selecting a field, " "an operator, a value, and clicking :guilabel:`Apply`." msgstr "" #: ../../content/applications/general/search.rst:41 msgid "" "You could *only* include records from a single salesperson on the Sales " "Analysis report, for example *Mitchell Admin*, by selecting " ":guilabel:`Salesperson` as the field, :guilabel:`is equal to` as the " "operator, and typing `Mitchell Admin` as the value." msgstr "" #: ../../content/applications/general/search.rst:0 msgid "Using a custom filter on the Sales Analysis report" msgstr "" #: ../../content/applications/general/search.rst:50 msgid "" "If the records should *only* match one of several conditions, click " ":guilabel:`Add a condition` before applying a custom filter. If the records " "should match *all* conditions, add new custom filters instead." msgstr "" #: ../../content/applications/general/search.rst:57 msgid "Search for values" msgstr "" #: ../../content/applications/general/search.rst:59 msgid "" "You can use the search field to quickly look for specific values and add " "them as a filter. Either type the full value you are searching for and " "select the desired field, or type a part of the value, click the dropdown " "button (:guilabel:`⏵`) before the chosen field, and select the exact value " "you are looking for." msgstr "" #: ../../content/applications/general/search.rst:65 msgid "" "Instead of adding a custom filter to select records where *Mitchell Admin* " "is the salesperson on the Sales Analysis report, you could search for " "`Mitch`, click the dropdown button (:guilabel:`⏵`) next to :guilabel:`Search" " Salesperson for: Mitch`, and select :guilabel:`Mitchell Admin`." msgstr "" #: ../../content/applications/general/search.rst:0 msgid "Searching for a specific value on the Sales Analysis report" msgstr "" #: ../../content/applications/general/search.rst:75 msgid "" "Using the search field is equivalent to using the *contains* operator when " "adding a custom filter. If you enter a partial value and directly select the" " desired field, *all* records containing the characters you typed for the " "selected field will be included." msgstr "" #: ../../content/applications/general/search.rst:82 msgid "Group records" msgstr "" #: ../../content/applications/general/search.rst:84 msgid "" "You can click :guilabel:`Group By` below the search field to cluster records" " together according to one of the **preconfigured groups**." msgstr "" #: ../../content/applications/general/search.rst:88 msgid "" "You could group the records by salesperson on the Sales Analysis report by " "clicking :guilabel:`Group By` and selecting :guilabel:`Salesperson`. No " "records are filtered out." msgstr "" #: ../../content/applications/general/search.rst:0 msgid "Grouping records on the Sales Analysis report" msgstr "" #: ../../content/applications/general/search.rst:95 msgid "" "You can **customize groups** by using a wide selection of fields present on " "the model. To do so, click :menuselection:`Group By --> Add Custom Group`, " "select a field, and click :guilabel:`Apply`." msgstr "" #: ../../content/applications/general/search.rst:99 msgid "" "You can use several groups at the same time. The first group you select is " "the main cluster, the next one you add further divides the main group's " "categories, and so on." msgstr "" #: ../../content/applications/general/users.rst:5 msgid "Users and companies" msgstr "" #: ../../content/applications/general/users.rst:7 msgid "" "Odoo defines a *user* as someone who has access to a database to perform " "daily tasks. You can add as many users as you need and, in order to restrict" " the type of information each user can access, rules can be applied. Users " "and access rights can be added and changed at any point." msgstr "" #: ../../content/applications/general/users/access_rights.rst:3 msgid "Access Rights" msgstr "" #: ../../content/applications/general/users/access_rights.rst:5 msgid "" "Activate the :ref:`developer mode `, then go to " ":menuselection:`Settings --> Users & Companies --> Groups`." msgstr "" #: ../../content/applications/general/users/access_rights.rst:9 msgid "Groups" msgstr "" #: ../../content/applications/general/users/access_rights.rst:14 msgid "" "When choosing the groups the user can have access under :ref:`Access Rights " "`, details of the rules and inheritances of that group" " are not shown, so this is when the menu *Groups* comes along. *Groups* are " "created to define rules to models within an application." msgstr "" #: ../../content/applications/general/users/access_rights.rst:16 msgid "" "Under *Users*, have a list of the current ones. The ones with administrative" " rights are shown in black." msgstr "" #: ../../content/applications/general/users/access_rights.rst-1 msgid "View of a group’s form emphasizing the tab users in Odoo" msgstr "" #: ../../content/applications/general/users/access_rights.rst:22 msgid "" "*Inherited* means that users added to this application group are " "automatically added to the following ones. In the example below, users who " "have access to the group *Administrator* of *Sales* also have access to " "*Website/Restricted Editor* and *Sales/User: All Documents*." msgstr "" #: ../../content/applications/general/users/access_rights.rst-1 msgid "View of a group’s form emphasizing the tab inherited in Odoo" msgstr "" #: ../../content/applications/general/users/access_rights.rst:32 msgid "" "Remember to always test the settings being changed in order to ensure that " "they are being applied to the needed and right users." msgstr "" #: ../../content/applications/general/users/access_rights.rst:35 msgid "" "The *Menus* tab is where you define which menus (models) the user can have " "access to." msgstr "" #: ../../content/applications/general/users/access_rights.rst-1 msgid "View of a group’s form emphasizing the tab menus in Odoo" msgstr "" #: ../../content/applications/general/users/access_rights.rst:42 msgid "" "*Access Rights* rules are the first level of rights. The field is composed " "of the object name, which is the technical name given to a model. For each " "model, enable the following options as appropriate:" msgstr "" #: ../../content/applications/general/users/access_rights.rst:45 msgid "*Read*: the values of that object can be only seen by the user." msgstr "" #: ../../content/applications/general/users/access_rights.rst:46 msgid "*Write*: the values of that object can be edited by the user." msgstr "" #: ../../content/applications/general/users/access_rights.rst:47 msgid "*Create*: values for that object can be created by the user." msgstr "" #: ../../content/applications/general/users/access_rights.rst:48 msgid "*Delete*: the values of that object can be deleted by the user." msgstr "" #: ../../content/applications/general/users/access_rights.rst-1 msgid "View of a group’s form emphasizing the tab access rights in Odoo" msgstr "" #: ../../content/applications/general/users/access_rights.rst:55 msgid "" "As a second layer of editing and visibility rules, *Record Rules* can be " "formed. They overwrite, or refine, the *Access Rights*." msgstr "" #: ../../content/applications/general/users/access_rights.rst:58 msgid "" "A record rule is written using a *Domain*. Domains are conditions used to " "filter or searching data. Therefore, a domain expression is a list of " "conditions. For each rule, choose among the following options: *Read*, " "*Write*, *Create* and *Delete* values." msgstr "" #: ../../content/applications/general/users/access_rights.rst-1 msgid "View of a group’s form emphasizing the tab record rules in Odoo" msgstr "" #: ../../content/applications/general/users/access_rights.rst:65 msgid "" "Making changes in access rights can have a big impact on the database. For " "this reason, we recommend you to contact your Odoo Business Analyst or our " "Support Team, unless you have knowledge about Domains in Odoo." msgstr "" #: ../../content/applications/general/users/companies.rst:3 msgid "Companies" msgstr "" #: ../../content/applications/general/users/companies.rst:5 msgid "" "A centralized management environment allows you to select multiple companies" " simultaneously and set their specific warehouses, customers, equipment, and" " contacts. It provides you the ability to generate reports of aggregated " "figures without switching interfaces, which facilitates daily tasks and the " "overall management process." msgstr "" #: ../../content/applications/general/users/companies.rst:13 msgid "Manage companies and records" msgstr "" #: ../../content/applications/general/users/companies.rst:15 msgid "" "Go to :menuselection:`Settings --> Manage Companies` and fill in the form " "with your company’s information. If a *Parent Company* is selected, records " "are shared between the two companies (as long as both environments are " "active)." msgstr "" #: ../../content/applications/general/users/companies.rst-1 msgid "Overview of a new company's form in Odoo" msgstr "" #: ../../content/applications/general/users/companies.rst:24 msgid "" "Activate the :ref:`developer mode ` to choose a *Favicon* " "for each of your companies, and easily identify them by the browser tabs. " "Set your favicons’ files size to 16x16 or 32x32 pixels. JPG, PNG, GIF, and " "ICO are extensions accepted." msgstr "" #: ../../content/applications/general/users/companies.rst:0 msgid "" "View of a web browser and the favicon for a specific company chosen in Odoo" msgstr "" #: ../../content/applications/general/users/companies.rst:33 msgid "" "Switch between or select multiple companies by enabling their selection " "boxes to activate them. The grayed company is the one which environment is " "in use. To switch environments, click on the company’s name. In the example " "below, the user has access to three companies, two are activated, and the " "environment in use is of *JS Store US*." msgstr "" #: ../../content/applications/general/users/companies.rst-1 msgid "View of the companies menu through the main dashboard in Odoo" msgstr "" #: ../../content/applications/general/users/companies.rst:42 msgid "" "Data such as Products, Contacts, and Equipment can be shared or set to be " "shown for a specific company only. To do so, on their forms, choose between:" msgstr "" #: ../../content/applications/general/users/companies.rst:45 msgid "*A blank field*: the record is shared within all companies." msgstr "" #: ../../content/applications/general/users/companies.rst:46 msgid "" "*Adding a company*: the record is visible to users logged in to that " "specific company." msgstr "" #: ../../content/applications/general/users/companies.rst-1 msgid "View of a product's form emphasizing the company field in Odoo Sales" msgstr "" #: ../../content/applications/general/users/companies.rst:53 msgid "Employees' access" msgstr "" #: ../../content/applications/general/users/companies.rst:55 msgid "" "Once companies are created, manage your employees' :doc:`Access Rights " "` for *Multi Companies*." msgstr "" #: ../../content/applications/general/users/companies.rst-1 msgid "" "View of an user form emphasizing the multi companies field under the access rights tabs\n" "in Odoo" msgstr "" #: ../../content/applications/general/users/companies.rst:64 msgid "" "If a user has multiple companies *activated* on his database, and he is " "**editing** a record, the editing happens on the record's related company." msgstr "" #: ../../content/applications/general/users/companies.rst:67 msgid "" "Example: if editing a sale order issued under JS Store US while working on " "the JS Store Belgium environment, the changes are applied under JS Store US " "(the company from which the sale order was issued)." msgstr "" #: ../../content/applications/general/users/companies.rst:68 msgid "When **creating** a record, the company taken into account is:" msgstr "" #: ../../content/applications/general/users/companies.rst:70 msgid "The current company (the one active) or," msgstr "" #: ../../content/applications/general/users/companies.rst:71 msgid "No company is set (on products and contacts’ forms for example) or," msgstr "" #: ../../content/applications/general/users/companies.rst:72 msgid "" "The company set is the one linked to the document (the same as if a record " "is being edited)." msgstr "" #: ../../content/applications/general/users/companies.rst:75 msgid "Documents’ format" msgstr "" #: ../../content/applications/general/users/companies.rst:77 msgid "" "To set documents' formats according to each company, *activate* and *select*" " the respective one and, under *Settings*, click on *Configure Document " "Layout*." msgstr "" #: ../../content/applications/general/users/companies.rst-1 msgid "" "View of the settings page emphasizing the document layout field in Odoo" msgstr "" #: ../../content/applications/general/users/companies.rst:85 msgid "Inter-Company Transactions" msgstr "" #: ../../content/applications/general/users/companies.rst:87 msgid "" "First, make sure each one of your companies is properly set in relation to:" msgstr "" #: ../../content/applications/general/users/companies.rst:89 msgid "" ":doc:`Chart of Accounts " "<../../finance/accounting/get_started/chart_of_accounts>`" msgstr "" #: ../../content/applications/general/users/companies.rst:90 msgid ":doc:`Taxes <../../finance/accounting/taxes>`" msgstr "" #: ../../content/applications/general/users/companies.rst:91 msgid "" ":doc:`Fiscal Positions <../../finance/accounting/taxes/fiscal_positions>`" msgstr "" #: ../../content/applications/general/users/companies.rst:92 msgid ":doc:`Journals <../../finance/accounting/bank>`" msgstr "" #: ../../content/applications/general/users/companies.rst:93 msgid ":doc:`Fiscal Localizations <../../finance/fiscal_localizations>`" msgstr "" #: ../../content/applications/general/users/companies.rst:94 msgid ":doc:`Pricelists <../../sales/sales/products_prices/prices/pricing>`" msgstr "" #: ../../content/applications/general/users/companies.rst:96 msgid "" "Now, activate the *Inter-Company Transactions* option under *Settings*. With" " the respective company *activated* and *selected*, choose if you would like" " operations between companies to be synchronized at an invoice/bills level " "or at a sales/purchase orders level." msgstr "" #: ../../content/applications/general/users/companies.rst-1 msgid "" "View of the settings page emphasizing the inter company transaction field in" " Odoo" msgstr "" #: ../../content/applications/general/users/companies.rst:104 msgid "" "**Synchronize invoice/bills**: generates a bill/invoice when a company " "confirms a bill/invoice for the selected company." msgstr "" #: ../../content/applications/general/users/companies.rst:107 msgid "" "*Example:* an invoice posted on JS Store Belgium, for JS Store US, " "automatically creates a vendor bill on the JS Store US, from the JS Store " "Belgium." msgstr "" #: ../../content/applications/general/users/companies.rst-1 msgid "View of an invoice for JS Store US created on JS Store Belgium in Odoo" msgstr "" #: ../../content/applications/general/users/companies.rst:114 msgid "" "**Synchronize sales/purchase order**: generates a drafted purchase/sales " "order using the selected company warehouse when a sales/purchase order is " "confirmed for the selected company. If instead of a drafted purchase/sales " "order you rather have it validated, enable *Automatic Validation*." msgstr "" #: ../../content/applications/general/users/companies.rst:118 msgid "" "*Example:* when a sale order for JS Store US is confirmed on JS Store " "Belgium, a purchase order on JS Store Belgium is automatically created (and " "confirmed if the *Automatic Validation* feature was enabled)." msgstr "" #: ../../content/applications/general/users/companies.rst-1 msgid "" "View of the purchase created on JS Store US from JS Store Belgium in Odoo" msgstr "" #: ../../content/applications/general/users/companies.rst:127 msgid "" "Products have to be configured as *Can be sold* and must be shared between " "the companies." msgstr "" #: ../../content/applications/general/users/companies.rst:130 msgid "" "Remember to test all workflows as an user other than the administrator." msgstr "" #: ../../content/applications/general/users/companies.rst:133 msgid ":doc:`Multi-company Guidelines `" msgstr "" #: ../../content/applications/general/users/companies.rst:134 msgid ":doc:`../../finance/accounting/get_started/multi_currency`" msgstr "" #: ../../content/applications/general/users/language.rst:3 msgid "Change language" msgstr "" #: ../../content/applications/general/users/language.rst:5 msgid "" "Odoo provides you with the option to manage Odoo in different languages, and" " each user can use Odoo in his own language ." msgstr "" #: ../../content/applications/general/users/language.rst:9 msgid "Load your desired language" msgstr "" #: ../../content/applications/general/users/language.rst:11 msgid "" "The first thing to do is to load your desired language on your Odoo " "instance." msgstr "" #: ../../content/applications/general/users/language.rst:14 msgid "" "From the general dashboard click on the **Settings** app; on the top left of" " the page select :menuselection:`Translations --> Load a Translation`, " "select a language to install and click on **LOAD.**" msgstr "" #: ../../content/applications/general/users/language.rst:23 msgid "" "If you check the \"Websites to translate\" checkbox you will have the option" " to change the navigation language on your website." msgstr "" #: ../../content/applications/general/users/language.rst:27 msgid "Change your language" msgstr "" #: ../../content/applications/general/users/language.rst:29 msgid "" "You can change the language to the installed language by going to the drop-" "down menu at the top right side of the screen, choose **Preferences**." msgstr "" #: ../../content/applications/general/users/language.rst:36 msgid "" "Then change the Language setting to your installed language and click " "**SAVE.**" msgstr "" #: ../../content/applications/general/users/language.rst:42 msgid "Open a new menu to view the changes." msgstr "" #: ../../content/applications/general/users/language.rst:45 msgid "Change another user's language" msgstr "" #: ../../content/applications/general/users/language.rst:47 msgid "" "Odoo also gives you the possibility for each user to choose his preferred " "language." msgstr "" #: ../../content/applications/general/users/language.rst:50 msgid "" "To change the language for a different user, choose :menuselection:`Users " "--> Users` from the Settings app. Here you have a list of all users and you " "can choose the user who you'd like to change the language for. Select the " "user and click on **Edit** in the top left corner. Under Preferences you can" " change the Language to any previously installed language and click " "**SAVE.**" msgstr "" #: ../../content/applications/general/users/language.rst:61 msgid ":doc:`../../websites/website/configuration/translate`" msgstr "" #: ../../content/applications/general/users/manage_users.rst:3 msgid "Manage users" msgstr "" #: ../../content/applications/general/users/manage_users.rst:5 msgid "" "Odoo defines a **user** as someone who has access to a database to perform " "daily tasks. You can add as many users as you need and, in order to restrict" " the type of information each user can access, rules can be applied. Users " "and access rights can be added and changed at any point." msgstr "" #: ../../content/applications/general/users/manage_users.rst:10 msgid ":doc:`language`" msgstr "" #: ../../content/applications/general/users/manage_users.rst:11 msgid ":doc:`access_rights`" msgstr "" #: ../../content/applications/general/users/manage_users.rst:16 msgid "Add individual users" msgstr "" #: ../../content/applications/general/users/manage_users.rst:18 msgid "" "Go to :menuselection:`Settings --> Manage Users` and click on *Create*." msgstr "" #: ../../content/applications/general/users/manage_users.rst-1 msgid "View of the settings page emphasizing the manage users field in Odoo" msgstr "" #: ../../content/applications/general/users/manage_users.rst:27 msgid "" "Fill in the form with the needed information. Under the tab :doc:`Access " "Rights ` choose the group within each application the user " "can have access to." msgstr "" #: ../../content/applications/general/users/manage_users.rst:28 msgid "" "The list of applications shown is based on the applications installed on the" " database." msgstr "" #: ../../content/applications/general/users/manage_users.rst-1 msgid "View of a user’s form emphasizing the access rights tab in Odoo" msgstr "" #: ../../content/applications/general/users/manage_users.rst:34 msgid "" "When you are done editing the page and have *Saved* it, an invitation email " "is automatically sent to the user. The user must click on it to accept the " "invitation and create a login." msgstr "" #: ../../content/applications/general/users/manage_users.rst-1 msgid "" "View of a user’s form with a notification that the invitation email has been" " sent in Odoo" msgstr "" #: ../../content/applications/general/users/manage_users.rst:42 msgid "" "Remember that subscription prices follow the number of users. Refer to our " "`pricing page `_ for more information." msgstr "" #: ../../content/applications/general/users/manage_users.rst:46 msgid "" "With the :ref:`developer mode ` activated, *User Types* can " "be selected." msgstr "" #: ../../content/applications/general/users/manage_users.rst-1 msgid "" "View of a user’s form in developer mode emphasizing the user type field in " "Odoo" msgstr "" #: ../../content/applications/general/users/manage_users.rst:53 msgid "" "The *Portal* and *Public* options do not allow you to choose access rights. " "Members have specific ones (such as record rules and restricted menus) and " "usually do not belong to the usual Odoo groups." msgstr "" #: ../../content/applications/general/users/manage_users.rst:60 msgid "Deactivate users" msgstr "" #: ../../content/applications/general/users/manage_users.rst:62 msgid "" "Go to :menuselection:`Settings --> Users & Companies --> Users`, open the " "user you want to deactivate, click on *Action*, and then on *Archive*." msgstr "" #: ../../content/applications/general/users/manage_users.rst:66 msgid "**Never** deactivate the main user (*admin*)." msgstr "" #: ../../content/applications/general/users/manage_users.rst:71 msgid "Passwords management" msgstr "" #: ../../content/applications/general/users/manage_users.rst:76 msgid "Reset passwords" msgstr "" #: ../../content/applications/general/users/manage_users.rst:81 msgid "Enable password resets from login page" msgstr "" #: ../../content/applications/general/users/manage_users.rst:83 msgid "It is possible to enable password resets directly from the login page." msgstr "" #: ../../content/applications/general/users/manage_users.rst:85 msgid "" "To do so, go to :menuselection:`Settings --> Permissions`, activate " "**Password Reset** and *Save*." msgstr "" #: ../../content/applications/general/users/manage_users.rst-1 msgid "Enabling Password Reset in Odoo Settings" msgstr "" #: ../../content/applications/general/users/manage_users.rst:94 msgid "Send reset instructions to users" msgstr "" #: ../../content/applications/general/users/manage_users.rst:96 msgid "" "Go to :menuselection:`Settings --> Users & Companies --> Users`, select the " "user out of the list and click on *Send Password Reset Instructions* on its " "user form. An email is automatically sent to them." msgstr "" #: ../../content/applications/general/users/manage_users.rst:101 msgid "" "The *Send Password Reset Instructions* button only appears if the Odoo " "invitation email has already been confirmed by the user." msgstr "" #: ../../content/applications/general/users/manage_users.rst:104 msgid "" "This email contains all the instructions needed to reset the password, along" " with a link redirecting the user to an Odoo login page." msgstr "" #: ../../content/applications/general/users/manage_users.rst-1 msgid "Example of an email with a password reset link for an Odoo account" msgstr "" #: ../../content/applications/general/users/manage_users.rst:114 msgid "Change users’ passwords" msgstr "" #: ../../content/applications/general/users/manage_users.rst:116 msgid "" "Go to :menuselection:`Settings --> Users & Companies --> Users` and select " "a user to access its form. Click on the *Action* button and select *Change " "Password*." msgstr "" #: ../../content/applications/general/users/manage_users.rst-1 msgid "Change another user's password on Odoo" msgstr "" #: ../../content/applications/general/users/manage_users.rst:123 msgid "Enter a new password and confirm by clicking on *Change Password*." msgstr "" #: ../../content/applications/general/users/manage_users.rst:126 msgid "" "This operation only modifies the password of the users locally and does not " "affect their odoo.com account. If you want to change the odoo.com password, " "you can :ref:`send the password reset instructions `." msgstr "" #: ../../content/applications/general/users/manage_users.rst:130 msgid "" "Click on *Change Password* one more time. You are then redirected to an Odoo" " login page where you can reaccess your database using your new password." msgstr "" #: ../../content/applications/general/users/manage_users.rst:136 msgid "Multi Companies" msgstr "" #: ../../content/applications/general/users/manage_users.rst:138 msgid "" "The *Multi Companies* field allows you to set to which of the multiple " "companies database you hold the user can have access." msgstr "" #: ../../content/applications/general/users/manage_users.rst:142 msgid "" "Note that if not handled correctly, it may be the source of a lot of " "inconsistent multi-company behaviors. Therefore, a good knowledge of Odoo is" " required. For technical explanations refer to :doc:`this " "` documentation." msgstr "" #: ../../content/applications/general/users/manage_users.rst-1 msgid "View of a user’s form emphasizing the multi companies field in Odoo" msgstr "" #: ../../content/applications/general/users/manage_users.rst:152 msgid ":doc:`companies`" msgstr "" #: ../../content/applications/general/users/odoo_account.rst:3 msgid "Odoo.com account changes" msgstr "" #: ../../content/applications/general/users/odoo_account.rst:5 msgid "" "This documentation is dedicated to edits made to an Odoo.com account. The " "following processes describe how to delete an Odoo.com account, and how to " "change the password on an Odoo.com account." msgstr "" #: ../../content/applications/general/users/odoo_account.rst:9 msgid "Delete Odoo.com account" msgstr "" #: ../../content/applications/general/users/odoo_account.rst:11 msgid "" "To delete an Odoo.com account, start by clicking the profile icon in the " "upper-right corner (represented by the username and icon) to reveal a drop-" "down menu. From the drop-down menu, select :guilabel:`My Odoo.com account`, " "which reveals the user portal." msgstr "" #: ../../content/applications/general/users/odoo_account.rst:15 msgid "" "From the user portal, the delete option can be accessed by going to " ":menuselection:`My Account --> Edit Security Settings --> Delete Account`. " "It can also be accessed by going to `https://www.odoo.com/my/home " "`_." msgstr "" #: ../../content/applications/general/users/odoo_account.rst:20 msgid "" "Deleting an Odoo account is irreversible. Be careful performing this action," " as the Odoo.com account is **not** retrievable once deleted." msgstr "" #: ../../content/applications/general/users/odoo_account.rst:23 msgid "" "Upon clicking the :guilabel:`Delete Account` button, a pop-up window " "appears, requesting confirmation for the account deletion." msgstr "" #: ../../content/applications/general/users/odoo_account.rst-1 msgid "" "Clicking on the Delete Account button will populate a window verifying the " "change." msgstr "" #: ../../content/applications/general/users/odoo_account.rst:30 msgid "" "To confirm the deletion, enter the :guilabel:`Password` and the " ":guilabel:`Login` for the account being deleted. Then, click the " ":guilabel:`Delete Account` button to confirm the deletion." msgstr "" #: ../../content/applications/general/users/odoo_account.rst:34 msgid "Odoo.com account password change" msgstr "" #: ../../content/applications/general/users/odoo_account.rst:36 msgid "" "To change an Odoo.com account password, first login into the Odoo.com user " "account from the Odoo.com login page. After logging-in, go to the upper-" "right corner of the screen, and click the :guilabel:`▼ (down arrow)` icon " "next to the profile icon. Then, select :guilabel:`My Account`, and a portal " "dashboard appears." msgstr "" #: ../../content/applications/general/users/odoo_account.rst:41 msgid "" "To change the Odoo.com password, click on the :guilabel:`Edit Security " "Settings` link, below the :menuselection:`Account Security` section. Next, " "make the necessary changes by typing in the current :guilabel:`Password`, " ":guilabel:`New Password`, and verify the new password. Lastly, click on " ":guilabel:`Change Password` to complete the password change." msgstr "" #: ../../content/applications/general/users/odoo_account.rst:47 msgid "" "If a customer would like to change the login, contact Odoo support `here " "`_." msgstr "" #: ../../content/applications/general/users/odoo_account.rst:51 msgid "" "Passwords for Odoo.com users and portal users remain separate, even if the " "same email address is used." msgstr "" #: ../../content/applications/general/users/odoo_account.rst:55 #: ../../content/applications/general/users/portal.rst:143 msgid "Add two-factor authentication" msgstr "" #: ../../content/applications/general/users/odoo_account.rst:57 msgid "" "To add two-factor authentication, login into the Odoo.com user account from " "the Odoo.com login page. After logging-in, go to the upper-right corner of " "the screen, and click the :guilabel:`▼ (down arrow)` icon next to the " ":guilabel:`profile icon`. Then, select :guilabel:`My Account`, and a portal " "dashboard appears." msgstr "" #: ../../content/applications/general/users/odoo_account.rst:62 msgid "" "If the user would like to turn on two-factor authentication (2FA) for " "Odoo.com access, click on the :guilabel:`Edit Security Settings` link below " "the :menuselection:`Account Security` section." msgstr "" #: ../../content/applications/general/users/odoo_account.rst:65 msgid "" "Click on :guilabel:`Enable two-factor authentication` to turn on :abbr:`2FA " "(two-factor authentication)`. Then, confirm the current password in the " ":guilabel:`Password` field. Next, click on :guilabel:`Confirm Password`. " "Following that, activate :abbr:`2FA (two-factor authentication)` in a " ":abbr:`2FA (two-factor authentication)` app (Google Authenticator, Authy, " "etc.), by scanning the :guilabel:`QR code` or entering a " ":guilabel:`Verification Code`." msgstr "" #: ../../content/applications/general/users/odoo_account.rst:71 msgid "" "Finally, click on :guilabel:`Enable two-factor authentication` to complete " "the setup." msgstr "" #: ../../content/applications/general/users/odoo_account.rst:74 msgid "" "Under :guilabel:`My Account` Odoo.com users can also access the following:" msgstr "" #: ../../content/applications/general/users/odoo_account.rst:76 msgid ":guilabel:`My Partner dashboard`" msgstr "" #: ../../content/applications/general/users/odoo_account.rst:77 msgid ":guilabel:`My In-App Services`" msgstr "" #: ../../content/applications/general/users/odoo_account.rst:78 msgid ":guilabel:`My Apps Dashboard`" msgstr "" #: ../../content/applications/general/users/portal.rst:3 msgid "Portal access" msgstr "" #: ../../content/applications/general/users/portal.rst:7 msgid "" "Portal access is given to users who need the ability to view certain " "documents or information within an Odoo database." msgstr "" #: ../../content/applications/general/users/portal.rst:10 msgid "" "Some common use cases for providing portal access include allowing customers" " to read/view any or all of the following in Odoo:" msgstr "" #: ../../content/applications/general/users/portal.rst:13 msgid "leads/opportunities" msgstr "" #: ../../content/applications/general/users/portal.rst:14 msgid "quotations/sales orders" msgstr "" #: ../../content/applications/general/users/portal.rst:15 msgid "purchase orders" msgstr "" #: ../../content/applications/general/users/portal.rst:16 msgid "invoices & bills" msgstr "" #: ../../content/applications/general/users/portal.rst:17 msgid "projects" msgstr "" #: ../../content/applications/general/users/portal.rst:18 msgid "tasks" msgstr "" #: ../../content/applications/general/users/portal.rst:19 msgid "timesheets" msgstr "" #: ../../content/applications/general/users/portal.rst:20 msgid "tickets" msgstr "" #: ../../content/applications/general/users/portal.rst:21 msgid "signatures" msgstr "" #: ../../content/applications/general/users/portal.rst:22 msgid "subscriptions" msgstr "" #: ../../content/applications/general/users/portal.rst:25 msgid "" "Portal users only have read/view access, and will not be able to edit any " "documents in the database." msgstr "" #: ../../content/applications/general/users/portal.rst:29 msgid "Provide portal access to customers" msgstr "" #: ../../content/applications/general/users/portal.rst:31 msgid "" "From the main Odoo dashboard, select the :guilabel:`Contacts` application. " "If the contact is not yet created in the database, click on the " ":guilabel:`Create` button, enter the details of the contact, and then click " ":guilabel:`Save`. Otherwise, choose an existing contact, and then click on " "the :guilabel:`Action` drop-down menu located at the top-center of the " "interface." msgstr "" #: ../../content/applications/general/users/portal.rst-1 msgid "Use the Contacts application to give portal access to users." msgstr "" #: ../../content/applications/general/users/portal.rst:40 msgid "" "Then select :guilabel:`Grant portal access`. A pop-up window appears, " "listing three fields:" msgstr "" #: ../../content/applications/general/users/portal.rst:42 msgid "" ":guilabel:`Contact`: the recorded name of the contact in the Odoo database" msgstr "" #: ../../content/applications/general/users/portal.rst:43 msgid "" ":guilabel:`Email`: the contact's email address that they will use to log " "into the portal" msgstr "" #: ../../content/applications/general/users/portal.rst:44 msgid ":guilabel:`In Portal`: whether or not the user has portal access" msgstr "" #: ../../content/applications/general/users/portal.rst:46 msgid "" "To grant portal access, first enter the contact's :guilabel:`Email` they " "will use to log into the portal. Then, check the box under the :guilabel:`In" " Portal` column. Optionally, add text to the invitation message the contact " "will receive. Then click :guilabel:`Apply` to finish." msgstr "" #: ../../content/applications/general/users/portal.rst-1 msgid "" "An email address and corresponding checkbox for the contact need to be filled in before\n" "sending a portal invitation." msgstr "" #: ../../content/applications/general/users/portal.rst:55 msgid "" "An email will be sent to the specified email address, indicating that the " "contact is now a portal user for that Odoo database." msgstr "" #: ../../content/applications/general/users/portal.rst:59 msgid "" "To grant portal access to multiple users at once, navigate to a company " "contact, then click :menuselection:`Action --> Grant portal access` to view " "a list of all of the company's related contacts. Check the box under the " ":guilabel:`In Portal` column for all the contacts that need portal access, " "then click :guilabel:`Apply`." msgstr "" #: ../../content/applications/general/users/portal.rst:65 msgid "" "At any time, portal access can be revoked by navigating to the contact, " "clicking :menuselection:`Action --> Grant portal access`, and then " "unselecting the checkbox under the :guilabel:`In Portal` column and clicking" " :guilabel:`Apply`." msgstr "" #: ../../content/applications/general/users/portal.rst:72 msgid "Change portal username" msgstr "" #: ../../content/applications/general/users/portal.rst:74 msgid "" "There may be times when a portal user wants to change their user login. This" " can be done by any user in the database with administrator access rights. " "The following process outlines the necessary steps to change the portal user" " login." msgstr "" #: ../../content/applications/general/users/portal.rst:79 msgid "" ":doc:`See the documentation on setting access rights " "`." msgstr "" #: ../../content/applications/general/users/portal.rst:82 msgid "" "First, navigate to :menuselection:`Settings app --> Users`. Then, under " ":guilabel:`Filters`, select :guilabel:`Portal Users`, or select " ":guilabel:`Add Custom Filter` and set the following configuration " ":guilabel:`Groups` > :guilabel:`contains` > `portal`. After making this " "selection, search for (and open) the portal user that needs to be edited." msgstr "" #: ../../content/applications/general/users/portal.rst:87 msgid "" "Next, click :guilabel:`Edit` (if necessary), click into the :guilabel:`Email" " Address` field, and proceed to make any necessary changes to this field. " "The :guilabel:`Email Address` field is used to log into the Odoo portal." msgstr "" #: ../../content/applications/general/users/portal.rst:92 msgid "" "Changing the :guilabel:`Email Address` (or login) only changes the " "*username* on the customer's portal login." msgstr "" #: ../../content/applications/general/users/portal.rst:95 msgid "" "In order to change the contact email, this change needs to take place on the" " contact template in the *Contacts* app. Alternatively, the customer can " "change their email directly from the portal, but the login **cannot** be " "changed. :ref:`See change customer info `." msgstr "" #: ../../content/applications/general/users/portal.rst:100 msgid "Customer portal changes" msgstr "" #: ../../content/applications/general/users/portal.rst:102 msgid "" "There may be times when the customer would like to make changes to their " "contact information, password/security, or payment information attached to " "the portal account. This can be performed by the customer from their portal." " The following process is how a customer can change their contact " "information." msgstr "" #: ../../content/applications/general/users/portal.rst:110 msgid "Change customer info" msgstr "" #: ../../content/applications/general/users/portal.rst:112 msgid "" "First enter the username and password (login) into the database login page " "to access the portal user account. A portal dashboard will appear upon " "successfully logging in. Portal documents from the various installed Odoo " "applications will appear with the number count of each." msgstr "" #: ../../content/applications/general/users/portal.rst:117 msgid ":ref:`Portal access documentation `." msgstr "" #: ../../content/applications/general/users/portal.rst:119 msgid "" "Next, navigate to the upper-right corner of the portal, and click the " ":guilabel:`Edit` button, next to the :guilabel:`Details` section. Then, " "change the pertinent information, and click :guilabel:`Confirm`." msgstr "" #: ../../content/applications/general/users/portal.rst:124 msgid "Change password" msgstr "" #: ../../content/applications/general/users/portal.rst:126 #: ../../content/applications/general/users/portal.rst:145 #: ../../content/applications/general/users/portal.rst:162 msgid "" "First enter the username and password (login) into the database login page " "to access the portal user account. A portal dashboard will appear upon " "successfully logging in." msgstr "" #: ../../content/applications/general/users/portal.rst:129 msgid "" "If the customer would like to change their password for portal access, click" " on the :guilabel:`Edit Security Settings` link, below the " ":guilabel:`Account Security` section. Then, make the necessary changes, by " "typing in the current :guilabel:`Password`, :guilabel:`New Password`, and " "verify the new password. Lastly, click on :guilabel:`Change Password` to " "complete the password change." msgstr "" #: ../../content/applications/general/users/portal.rst:135 msgid "" "If a customer would like to change the login, as documented above, contact " "the Odoo database point-of-contact. :ref:`See above documentation on " "changing the portal username `." msgstr "" #: ../../content/applications/general/users/portal.rst:139 msgid "" "Passwords for portal users and Odoo.com users remain separate, even if the " "same email address is used." msgstr "" #: ../../content/applications/general/users/portal.rst:148 msgid "" "If the customer would like to turn on two-factor authentication (2FA) for " "portal access, click on the :guilabel:`Edit Security Settings` link, below " "the :guilabel:`Account Security` section." msgstr "" #: ../../content/applications/general/users/portal.rst:151 msgid "" "Click on :guilabel:`Enable two-factor authentication` to turn on :abbr:`2FA " "(two-factor authentication)`. Confirm the current portal password in the " ":guilabel:`Password` field. Then, click on :guilabel:`Confirm Password`. " "Next, activate :abbr:`2FA (two-factor authentication)` in a :abbr:`2FA (two-" "factor authentication)` app (Google Authenticator, Authy, etc.), by scanning" " the :guilabel:`QR code` or entering a :guilabel:`Verification Code`." msgstr "" #: ../../content/applications/general/users/portal.rst:157 msgid "" "Finally, click :guilabel:`Enable two-factor authentication` to complete the " "setup." msgstr "" #: ../../content/applications/general/users/portal.rst:160 msgid "Change payment info" msgstr "" #: ../../content/applications/general/users/portal.rst:165 msgid "" "If the customer would like to manage payment options, navigate to the " ":guilabel:`Manage payment methods` in the menu on the right. Then, add the " "new payment information, and select :guilabel:`Add new card`." msgstr "" #: ../../content/applications/general/voip.rst:7 msgid "VoIP (Voice over Internet Protocol)" msgstr "" #: ../../content/applications/general/voip.rst:10 msgid "" "For more information, reference the `Odoo eLearning (video tutorials) on " "VoIP `_" msgstr "" #: ../../content/applications/general/voip/axivox.rst:5 msgid "Axivox configuration" msgstr "" #: ../../content/applications/general/voip/axivox/axivox_config.rst:3 msgid "VoIP services in Odoo with Axivox" msgstr "" #: ../../content/applications/general/voip/axivox/axivox_config.rst:6 #: ../../content/applications/general/voip/onsip.rst:6 msgid "Introduction" msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/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/general/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/general/voip/axivox/axivox_config.rst:27 msgid ":guilabel:`WebSocket`: type in `wss://pabx.axivox.com:3443`" msgstr "" #: ../../content/applications/general/voip/axivox/axivox_config.rst:28 msgid ":guilabel:`VoIP Environment`: set as :guilabel:`Production`" msgstr "" #: ../../content/applications/general/voip/axivox/axivox_config.rst-1 msgid "Integration of Axivox as VoIP provider in an Odoo database." msgstr "" #: ../../content/applications/general/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/general/voip/axivox/axivox_config.rst:40 msgid "Configure VoIP user in Odoo" msgstr "" #: ../../content/applications/general/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/general/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/general/voip/axivox/axivox_config.rst:49 msgid "" ":guilabel:`VoIP username` / :guilabel:`Extension number`: (Axivox) " ":guilabel:`SIP username`" msgstr "" #: ../../content/applications/general/voip/axivox/axivox_config.rst:50 msgid ":guilabel:`OnSip Auth Username`: (Axivox) :guilabel:`SIP username`" msgstr "" #: ../../content/applications/general/voip/axivox/axivox_config.rst:51 msgid ":guilabel:`VoIP Secret`: (Axivox) :guilabel:`SIP Password`" msgstr "" #: ../../content/applications/general/voip/axivox/axivox_config.rst:52 msgid "" ":guilabel:`Call from another device`: option to always transfer phone calls " "to handset" msgstr "" #: ../../content/applications/general/voip/axivox/axivox_config.rst:53 msgid ":guilabel:`External device number`: SIP external phone extension" msgstr "" #: ../../content/applications/general/voip/axivox/axivox_config.rst:54 msgid ":guilabel:`Reject incoming calls`: option to reject all incoming calls" msgstr "" #: ../../content/applications/general/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/general/voip/axivox/axivox_config.rst-1 msgid "Integration of Axivox user in the Odoo user preference." msgstr "" #: ../../content/applications/general/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/general/voip/axivox/axivox_config.rst:0 msgid "SIP credentials in the Axivox manager." msgstr "" #: ../../content/applications/general/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/general/voip/axivox/call_queues.rst:3 msgid "Call queues" msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/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/general/voip/axivox/call_queues.rst:19 msgid ":ref:`voip/axivox/music_on_hold`" msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:22 msgid "Add a queue" msgstr "" #: ../../content/applications/general/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/general/voip/axivox/call_queues.rst:30 msgid "Name" msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:32 msgid "" "Once the :guilabel:`New queue` page appears, enter the :guilabel:`Name` of " "the queue." msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:35 msgid "Internal extension" msgstr "" #: ../../content/applications/general/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/general/voip/axivox/call_queues.rst:41 msgid "Strategy" msgstr "" #: ../../content/applications/general/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/general/voip/axivox/call_queues.rst:46 msgid "" "The following choices are available in the :guilabel:`Strategy` drop-down " "menu:" msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:48 msgid ":guilabel:`Call all available agents`" msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:49 msgid "" ":guilabel:`Calls the agent who has received the call for the longest time`" msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:50 msgid ":guilabel:`Calls the agent who has received the least call`" msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:51 msgid ":guilabel:`Call a random agent`" msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:52 msgid ":guilabel:`Call agents one after the other`" msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:53 msgid "" ":guilabel:`Call agents one after the other starting with the first in the " "list`" msgstr "" #: ../../content/applications/general/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/general/voip/axivox/call_queues.rst:58 msgid "Maximum waiting time in seconds" msgstr "" #: ../../content/applications/general/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/general/voip/axivox/call_queues.rst:65 msgid "Maximum duration of ringing at an agent" msgstr "" #: ../../content/applications/general/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/general/voip/axivox/call_queues.rst:72 msgid "For more information on dial plans, visit:" msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:74 #: ../../content/applications/general/voip/axivox/dynamic_caller_id.rst:36 msgid ":doc:`dial_plan_basics`" msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:75 #: ../../content/applications/general/voip/axivox/dynamic_caller_id.rst:37 msgid ":doc:`dial_plan_advanced`" msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:78 msgid "Adding agents" msgstr "" #: ../../content/applications/general/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/general/voip/axivox/call_queues.rst:87 msgid "Static agents" msgstr "" #: ../../content/applications/general/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/general/voip/axivox/call_queues.rst:95 msgid "Dynamic agents" msgstr "" #: ../../content/applications/general/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/general/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/general/voip/axivox/call_queues.rst:104 msgid "Agent connection" msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:106 msgid "There are three ways call agents can connect to an Axivox call queue:" msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:108 msgid "Dynamic agents connect automatically." msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:109 msgid "" "Manager logs in specific agent(s), via the `Axivox management console " "`_." msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:111 msgid "Agent connects to the queue in Odoo, via the *VoIP* widget." msgstr "" #: ../../content/applications/general/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/general/voip/axivox/call_queues.rst:118 msgid "Connect via Axivox queue" msgstr "" #: ../../content/applications/general/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/general/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/general/voip/axivox/call_queues.rst:127 msgid ":guilabel:`Name`: name of the queue." msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:128 msgid "" ":guilabel:`Extension`: number of the extension to be dialed to reach the " "queue." msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:129 msgid ":guilabel:`Agent Connection`: number to dial to log into the queue." msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:130 msgid "" ":guilabel:`Agent disconnection`: number to dial to log out of the queue." msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:131 msgid ":guilabel:`Connected Agents`: name of agent connected to the queue." msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:133 msgid "" "The following buttons are also available on the :guilabel:`Queues` " "dashboard:" msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:135 msgid ":guilabel:`Connect an agent`: manually connect an agent to the queue." msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:136 msgid ":guilabel:`Report`: run a report on the queue." msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:137 msgid ":guilabel:`Delete`: delete the queue." msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:138 msgid ":guilabel:`Edit`: make changes to the settings of the queue." msgstr "" #: ../../content/applications/general/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/general/voip/axivox/call_queues.rst:143 msgid "If they are static agents, they **always** show up as connected." msgstr "" #: ../../content/applications/general/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/general/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/general/voip/axivox/call_queues.rst:154 msgid "" "For more information on static and dynamic agents, see this documentation:" msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:156 msgid ":ref:`voip/axivox/static-agents`" msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:157 msgid ":ref:`voip/axivox/dynamic-agents`" msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:160 msgid "Report" msgstr "" #: ../../content/applications/general/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/general/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/general/voip/axivox/call_queues.rst:170 msgid "" "When the custom configurations have been entered, click :guilabel:`Apply`." msgstr "" #: ../../content/applications/general/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/general/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/general/voip/axivox/call_queues.rst:178 msgid ":guilabel:`The caller quit`" msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:179 msgid ":guilabel:`An agent is connecting`" msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:180 msgid ":guilabel:`An agent is disconnecting`" msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:181 msgid ":guilabel:`The call was terminated (agent hangs up)`" msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:182 msgid ":guilabel:`The call was terminated (caller hangs up)`" msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:183 msgid ":guilabel:`The caller is connected to an agent.`" msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:184 msgid ":guilabel:`Someone is entering the queue`" msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:185 msgid ":guilabel:`The caller exits the queue (no agent is connected)`" msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:186 msgid ":guilabel:`The caller exits the queue (timeout)`" msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:187 msgid ":guilabel:`No one is answering`" msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:188 msgid ":guilabel:`No one is answering, the caller hangs up`" msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:189 msgid ":guilabel:`Transfer`" msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:190 msgid ":guilabel:`Blind Transfer`" msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst-1 msgid "Event types in the Axivox queue reporting feature." msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/voip/axivox/call_queues.rst-1 msgid "Axivox queue report with result, event type, and period highlighted." msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:209 msgid "Connect to queue on Odoo" msgstr "" #: ../../content/applications/general/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/general/voip/axivox/call_queues.rst:215 msgid ":doc:`axivox_config`" msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:217 msgid "" "To access the Odoo *VoIP* widget, click the :guilabel:`☎️ (phone)` icon in " "the upper-right corner of the screen, from any window within Odoo." msgstr "" #: ../../content/applications/general/voip/axivox/call_queues.rst:221 msgid "" "For more information on the Odoo *VoIP* widget, see this documentation: " ":doc:`../voip_widget`" msgstr "" #: ../../content/applications/general/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:`📞 (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/general/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/general/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/general/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:`📞 (phone)` icon. The agent is disconnected from the queue after a" " short, two-second message." msgstr "" #: ../../content/applications/general/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/general/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/general/voip/axivox/conference_calls.rst:3 msgid "Conference calls" msgstr "" #: ../../content/applications/general/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/general/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/general/voip/axivox/conference_calls.rst:12 msgid "Add a virtual conference" msgstr "" #: ../../content/applications/general/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/general/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/general/voip/axivox/conference_calls.rst-1 msgid "New conference form on Axivox." msgstr "" #: ../../content/applications/general/voip/axivox/conference_calls.rst:25 msgid "" "From here, fill in the :guilabel:`Name` field, and set an " ":guilabel:`Internal extension`." msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/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/general/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/general/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/general/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/general/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/general/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/general/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/general/voip/axivox/conference_calls.rst:66 #: ../../content/applications/general/voip/axivox/manage_users.rst:32 msgid "Incoming numbers" msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/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/general/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/general/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/general/voip/axivox/conference_calls.rst:87 msgid "Start call in Odoo" msgstr "" #: ../../content/applications/general/voip/axivox/conference_calls.rst:89 msgid "" "Anywhere in the Odoo database, open the *VoIP* widget, by clicking the " ":guilabel:`☎️ (phone)` icon, located in the upper-right corner. Then, dial " "the specific extension number for the conference, and click the :guilabel:`📞" " (phone)` icon." msgstr "" #: ../../content/applications/general/voip/axivox/conference_calls.rst-1 msgid "Connecting to a conference extension using the Odoo VoIP widget." msgstr "" #: ../../content/applications/general/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/general/voip/axivox/dial_plan_advanced.rst:3 msgid "Advanced dial plans" msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/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/general/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/general/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/general/voip/axivox/dial_plan_advanced.rst:28 #: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:160 msgid "Advanced elements" msgstr "" #: ../../content/applications/general/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/general/voip/axivox/dial_plan_advanced.rst:33 #: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:164 msgid "" ":guilabel:`Record`: recording feature is enabled (requires plan change, " "enabled in Axivox settings)." msgstr "" #: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:35 #: ../../content/applications/general/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/general/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/general/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/general/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/general/voip/axivox/dial_plan_advanced.rst:48 #: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:99 msgid "For more information, visit :ref:`voip/axivox/dial_plans`." msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/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/general/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/general/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/general/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/general/voip/axivox/dial_plan_advanced.rst:79 #: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:135 msgid "Basic routing elements" msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/voip/axivox/dial_plan_advanced.rst:92 msgid "" ":guilabel:`Digital Receptionist`: attach a virtual dispatcher to listen for " "extensions." msgstr "" #: ../../content/applications/general/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/general/voip/axivox/dial_plan_advanced.rst:102 msgid "Digital receptionist scenario" msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/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/general/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/general/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/general/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/general/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/general/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/general/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/general/voip/axivox/dial_plan_advanced.rst:0 msgid "A digital receptionist element highlighted in an example dial plan." msgstr "" #: ../../content/applications/general/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/general/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/general/voip/axivox/dial_plan_advanced.rst:150 msgid "" "For more information, see this documentation " ":ref:`voip/axivox/audio_messages`." msgstr "" #: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:153 #: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:147 msgid "Advanced routing elements" msgstr "" #: ../../content/applications/general/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/general/voip/axivox/dial_plan_advanced.rst:160 msgid "The following are advanced routing elements:" msgstr "" #: ../../content/applications/general/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/general/voip/axivox/dial_plan_advanced.rst:164 msgid "" ":guilabel:`Access List`: create a tailored access list, with VIP customer " "preference." msgstr "" #: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:165 #: ../../content/applications/general/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/general/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/general/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/general/voip/axivox/dial_plan_advanced.rst:179 msgid "Dispatcher scenario" msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/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/general/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/general/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/general/voip/axivox/dial_plan_advanced.rst-1 msgid "" "Dispatcher configuration panel, with name, regular expression and add a line" " highlighted." msgstr "" #: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:208 msgid "`02\\\\d+`: validates the numbers starting with `02`" msgstr "" #: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:209 msgid "`00\\\\d+`: validates all numbers beginning with `00`" msgstr "" #: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:210 msgid "" "`0052\\\\d+` validates all numbers beginning with `0052` (Mexico country " "code)" msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/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/general/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/general/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/general/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/general/voip/axivox/dial_plan_advanced.rst-1 msgid "Dial plan with dispatcher element highlighted." msgstr "" #: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:238 msgid "Time condition scenario" msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/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/general/voip/axivox/dial_plan_advanced.rst:254 msgid ":guilabel:`Hour/Minute` - `0:0 to 23:59`" msgstr "" #: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:255 msgid ":guilabel:`Day of the week` - `All to All`" msgstr "" #: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:256 msgid ":guilabel:`Day of the month` - `From 4 to 4`" msgstr "" #: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:257 msgid ":guilabel:`Month` - `July`" msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/voip/axivox/dial_plan_advanced.rst:274 msgid "Access list scenario" msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/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/general/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/general/voip/axivox/dial_plan_advanced.rst-1 msgid "" "Access list element configuration with the allow/deny fields highlighted." msgstr "" #: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:298 msgid "`2\\\\d\\\\d`: validates numbers from `200 to 299`" msgstr "" #: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:299 msgid "`02\\\\d*`: validates all numbers beginning with `02`" msgstr "" #: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:300 msgid "`0017165551212`: validates the number (`0017165551212`)" msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/voip/axivox/dial_plan_advanced.rst-1 msgid "Access list element highlighted in an example dial plan." msgstr "" #: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:318 msgid "Switches" msgstr "" #: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:320 msgid "" "A *Switch* element in Axivox is a simple activated/deactivated route action." msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/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/general/voip/axivox/dial_plan_advanced.rst:333 #: ../../content/applications/general/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/general/voip/axivox/dial_plan_advanced.rst:337 msgid "Basic switch" msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/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/general/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/general/voip/axivox/dial_plan_advanced.rst:358 msgid "Add a switch to dial plan" msgstr "" #: ../../content/applications/general/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/general/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/general/voip/axivox/dial_plan_advanced.rst-1 msgid "" "Switch configuration in a dial plan, with inactive and active routes " "highlighted." msgstr "" #: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:373 msgid "Multi-switch" msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/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/general/voip/axivox/dial_plan_advanced.rst:388 msgid "Remember to click :guilabel:`Save` when done." msgstr "" #: ../../content/applications/general/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/general/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/general/voip/axivox/dial_plan_advanced.rst:398 msgid "Add a multi-switch to dial plan" msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/voip/axivox/dial_plan_advanced.rst-1 msgid "" "Multi-switch configuration in a dial plan, with chosen route highlighted." msgstr "" #: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:3 msgid "Dial plan basics" msgstr "" #: ../../content/applications/general/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/general/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/general/voip/axivox/dial_plan_basics.rst:14 msgid "This document covers the basic configuration of dial plans in Axivox." msgstr "" #: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:17 msgid "" "For more information on advanced dial plans, visit " ":doc:`dial_plan_advanced`." msgstr "" #: ../../content/applications/general/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/general/voip/axivox/dial_plan_basics.rst:26 msgid "Dial plans" msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/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/general/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/general/voip/axivox/dial_plan_basics.rst:46 msgid ":guilabel:`Delete`: this action deletes the attached dial plan." msgstr "" #: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:47 msgid ":guilabel:`Edit`: this action allows the user to edit the dial plan." msgstr "" #: ../../content/applications/general/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/general/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/general/voip/axivox/dial_plan_basics.rst:54 msgid "Dialplan editor (visual editor)" msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/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/general/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/general/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/general/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/general/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/general/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/general/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/general/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/general/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/general/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/general/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/general/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/general/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/general/voip/axivox/dial_plan_basics.rst:117 msgid "Dial plan elements" msgstr "" #: ../../content/applications/general/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/general/voip/axivox/dial_plan_basics.rst:123 msgid "Basic elements" msgstr "" #: ../../content/applications/general/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/general/voip/axivox/dial_plan_basics.rst:127 msgid ":guilabel:`Call`: call an extension or queue." msgstr "" #: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:128 msgid ":guilabel:`Play a file`: play an audio file or voice greeting." msgstr "" #: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:129 msgid ":guilabel:`Voicemail`: forward to a voicemail (terminal)." msgstr "" #: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:130 msgid ":guilabel:`Hang up`: hang up the call (terminal)." msgstr "" #: ../../content/applications/general/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/general/voip/axivox/dial_plan_basics.rst:132 msgid "" ":guilabel:`Conference`: add a conference room for a caller to connect to." msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/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/general/voip/axivox/dial_plan_basics.rst:149 msgid "These are the more advanced elements that route calls in Axivox:" msgstr "" #: ../../content/applications/general/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/general/voip/axivox/dial_plan_basics.rst:153 msgid "" ":guilabel:`Access List`: create a tailored access list with VIP customer " "preference." msgstr "" #: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:162 msgid "The following are more advanced elements (not routing) in Axivox:" msgstr "" #: ../../content/applications/general/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/general/voip/axivox/dial_plan_basics.rst:173 msgid "Attach to incoming number" msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/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/general/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/general/voip/axivox/dial_plan_basics.rst:191 msgid "Basic dial plan scenario" msgstr "" #: ../../content/applications/general/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/general/voip/axivox/dial_plan_basics.rst-1 msgid "Basic dial plan configuration." msgstr "" #: ../../content/applications/general/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/general/voip/axivox/dynamic_caller_id.rst:3 msgid "Dynamic caller ID" msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/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/general/voip/axivox/dynamic_caller_id.rst:24 msgid "Default outgoing number" msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/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/general/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/general/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/general/voip/axivox/dynamic_caller_id.rst:53 msgid "Users" msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/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/general/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/general/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/general/voip/axivox/dynamic_caller_id.rst:78 msgid "Advanced options" msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/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/general/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/general/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/general/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/general/voip/axivox/dynamic_caller_id.rst:0 msgid "Advanced options for the default outgoing number." msgstr "" #: ../../content/applications/general/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/general/voip/axivox/manage_users.rst:3 msgid "Manage users in Axivox" msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/voip/axivox/manage_users.rst:18 msgid "Overview" msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/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/general/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/general/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/general/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/general/voip/axivox/manage_users.rst:50 msgid ":guilabel:`Not configured`" msgstr "" #: ../../content/applications/general/voip/axivox/manage_users.rst:51 msgid ":guilabel:`Extension`" msgstr "" #: ../../content/applications/general/voip/axivox/manage_users.rst:52 msgid ":guilabel:`Dial plan`" msgstr "" #: ../../content/applications/general/voip/axivox/manage_users.rst:53 msgid ":guilabel:`Voicemail`" msgstr "" #: ../../content/applications/general/voip/axivox/manage_users.rst:54 msgid ":guilabel:`Hang up`" msgstr "" #: ../../content/applications/general/voip/axivox/manage_users.rst:55 msgid ":guilabel:`Conference`" msgstr "" #: ../../content/applications/general/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/general/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/general/voip/axivox/manage_users.rst:66 msgid "New users" msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/voip/axivox/manage_users.rst:78 msgid "" ":guilabel:`General`: basic information, including the extension of the user," " can be set." msgstr "" #: ../../content/applications/general/voip/axivox/manage_users.rst:79 msgid "" ":guilabel:`Forwardings`: internal forwards on 'no answer' or busy signals." msgstr "" #: ../../content/applications/general/voip/axivox/manage_users.rst:80 msgid ":guilabel:`Follow Me`: external forward configuration." msgstr "" #: ../../content/applications/general/voip/axivox/manage_users.rst:81 msgid "" ":guilabel:`Keys`: set hot-keys within the :abbr:`VoIP (Voice over Internet " "Protocol)` system." msgstr "" #: ../../content/applications/general/voip/axivox/manage_users.rst:82 msgid "" ":guilabel:`SIP Identifiers`: :abbr:`SIP (Session Initiation Protocol)` " "username and password for external configuration." msgstr "" #: ../../content/applications/general/voip/axivox/manage_users.rst:84 msgid "" ":guilabel:`Permissions`: set access rights for users in the Axivox " "management console." msgstr "" #: ../../content/applications/general/voip/axivox/manage_users.rst:87 msgid "General tab" msgstr "" #: ../../content/applications/general/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/general/voip/axivox/manage_users.rst:93 msgid "In the :guilabel:`Name` field, input the employee name." msgstr "" #: ../../content/applications/general/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/general/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/general/voip/axivox/manage_users.rst:102 #: ../../content/applications/general/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/general/voip/axivox/manage_users.rst:106 #: ../../content/applications/general/voip/onsip.rst:145 msgid "" "For a list of comprehensive country codes, visit: `https://countrycode.org " "`_." msgstr "" #: ../../content/applications/general/voip/axivox/manage_users.rst-1 msgid "General tab layout in the Axivox management console." msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/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/general/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/general/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/general/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/general/voip/axivox/manage_users.rst:139 msgid "Forwardings tab" msgstr "" #: ../../content/applications/general/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/general/voip/axivox/manage_users.rst:145 msgid "" "Forwardings are disabled when the :guilabel:`Follow Me` option is enabled." msgstr "" #: ../../content/applications/general/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/general/voip/axivox/manage_users.rst:152 msgid "" "Additional :guilabel:`Destinations` can be added on with different ring " "times." msgstr "" #: ../../content/applications/general/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/general/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/general/voip/axivox/manage_users.rst-1 msgid "" "Manage forwarding calls to different users or phone numbers in the " "Forwardings tab." msgstr "" #: ../../content/applications/general/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/general/voip/axivox/manage_users.rst:172 msgid "Follow Me tab" msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/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/general/voip/axivox/manage_users.rst-1 msgid "" "Ring destinations like different users or phone numbers from the Follow Me " "tab." msgstr "" #: ../../content/applications/general/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/general/voip/axivox/manage_users.rst:199 #: ../../content/applications/general/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/general/voip/axivox/manage_users.rst:203 msgid "Keys tab" msgstr "" #: ../../content/applications/general/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/general/voip/axivox/manage_users.rst:208 msgid "The following options are available to set to numerical values `1-20`." msgstr "" #: ../../content/applications/general/voip/axivox/manage_users.rst:210 msgid "These actions can be set on each number:" msgstr "" #: ../../content/applications/general/voip/axivox/manage_users.rst:212 msgid ":guilabel:`Not configured`: the default action, which is nothing." msgstr "" #: ../../content/applications/general/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/general/voip/axivox/manage_users.rst:215 msgid "" ":guilabel:`Quick Call`: this action allows for a speed-dial of an external " "number." msgstr "" #: ../../content/applications/general/voip/axivox/manage_users.rst:216 msgid ":guilabel:`Line`: this action allows the user to call another user." msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/voip/axivox/manage_users.rst:225 #: ../../content/applications/general/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/general/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/general/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/general/voip/axivox/manage_users.rst:239 msgid "SIP Identifiers tab" msgstr "" #: ../../content/applications/general/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/general/voip/axivox/manage_users.rst:247 msgid "" "See the documentation on configuring Axivox, using the SIP identifiers:" msgstr "" #: ../../content/applications/general/voip/axivox/manage_users.rst:249 msgid ":doc:`Use VoIP services in Odoo with Axivox `" msgstr "" #: ../../content/applications/general/voip/axivox/manage_users.rst:250 msgid ":doc:`Axivox Mobile Integrations <../devices_integrations>`" msgstr "" #: ../../content/applications/general/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/general/voip/axivox/manage_users.rst:255 msgid "" "The :guilabel:`Domain` field is assigned to the company by the Axivox " "representative." msgstr "" #: ../../content/applications/general/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/general/voip/axivox/manage_users.rst-1 msgid "Important credentials used for external configurations of Axivox VoIP." msgstr "" #: ../../content/applications/general/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/general/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/general/voip/axivox/manage_users.rst:272 msgid "Permissions tab" msgstr "" #: ../../content/applications/general/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/general/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/general/voip/axivox/manage_users.rst:279 msgid ":guilabel:`User portal access`" msgstr "" #: ../../content/applications/general/voip/axivox/manage_users.rst:280 msgid ":guilabel:`User management`" msgstr "" #: ../../content/applications/general/voip/axivox/manage_users.rst:281 msgid ":guilabel:`Administrator access`" msgstr "" #: ../../content/applications/general/voip/axivox/manage_users.rst:282 msgid ":guilabel:`Phone management`" msgstr "" #: ../../content/applications/general/voip/axivox/manage_users.rst:283 msgid ":guilabel:`User group management`" msgstr "" #: ../../content/applications/general/voip/axivox/manage_users.rst:284 msgid ":guilabel:`Phone number management`" msgstr "" #: ../../content/applications/general/voip/axivox/manage_users.rst:285 msgid ":guilabel:`Dial plan management`" msgstr "" #: ../../content/applications/general/voip/axivox/manage_users.rst:286 msgid ":guilabel:`Pickup group management`" msgstr "" #: ../../content/applications/general/voip/axivox/manage_users.rst:287 msgid ":guilabel:`Switch management`" msgstr "" #: ../../content/applications/general/voip/axivox/manage_users.rst:288 msgid ":guilabel:`Conference management`" msgstr "" #: ../../content/applications/general/voip/axivox/manage_users.rst:289 msgid ":guilabel:`Queue management`" msgstr "" #: ../../content/applications/general/voip/axivox/manage_users.rst:290 msgid ":guilabel:`Voicemail management`" msgstr "" #: ../../content/applications/general/voip/axivox/manage_users.rst:291 msgid ":guilabel:`Audio messages management`" msgstr "" #: ../../content/applications/general/voip/axivox/manage_users.rst:292 msgid ":guilabel:`Music on hold management`" msgstr "" #: ../../content/applications/general/voip/axivox/manage_users.rst:293 msgid ":guilabel:`Directory management`" msgstr "" #: ../../content/applications/general/voip/axivox/manage_users.rst:294 msgid ":guilabel:`Call list`" msgstr "" #: ../../content/applications/general/voip/axivox/manage_users.rst:295 msgid ":guilabel:`Connected user list`" msgstr "" #: ../../content/applications/general/voip/axivox/manage_users.rst:296 msgid ":guilabel:`Global settings`" msgstr "" #: ../../content/applications/general/voip/axivox/manage_users.rst:297 msgid ":guilabel:`Apply changes button`" msgstr "" #: ../../content/applications/general/voip/axivox/manage_users.rst:298 msgid ":guilabel:`Invoice download`" msgstr "" #: ../../content/applications/general/voip/axivox/manage_users.rst:299 msgid ":guilabel:`Invoice details`" msgstr "" #: ../../content/applications/general/voip/axivox/manage_users.rst:300 msgid ":guilabel:`Blacklist management`" msgstr "" #: ../../content/applications/general/voip/axivox/manage_users.rst:301 msgid ":guilabel:`Conference participant management`" msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/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/general/voip/axivox/manage_users.rst:326 msgid "User groups" msgstr "" #: ../../content/applications/general/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/general/voip/axivox/manage_users.rst:331 msgid "" "To begin using user groups, navigate to `https://manage.axivox.com " "`_." msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/voip/axivox/manage_users.rst:343 msgid "Repeat this process to add more users to the group." msgstr "" #: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:3 msgid "Voicemails and audio messages" msgstr "" #: ../../content/applications/general/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/general/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/general/voip/axivox/vm_audio_messages.rst:18 msgid "Set global language" msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/voip/axivox/vm_audio_messages.rst:34 msgid "Activate voicemail" msgstr "" #: ../../content/applications/general/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/general/voip/axivox/vm_audio_messages.rst:40 msgid "" "On the left menu of the Axivox administrative panel, click into " ":guilabel:`Users`." msgstr "" #: ../../content/applications/general/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/general/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/general/voip/axivox/vm_audio_messages.rst:49 msgid "Voicemail" msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/voip/axivox/vm_audio_messages.rst:65 msgid "Manually create voicemail" msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/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/general/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/general/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/general/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/general/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/general/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/general/voip/axivox/vm_audio_messages.rst:104 msgid "Notifications" msgstr "" #: ../../content/applications/general/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/general/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/general/voip/axivox/vm_audio_messages.rst:116 msgid "Forwarding to voicemail" msgstr "" #: ../../content/applications/general/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/general/voip/axivox/vm_audio_messages.rst:121 msgid "" "Next, navigate to :menuselection:`Users`, located in the menu on the left." msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/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/general/voip/axivox/vm_audio_messages.rst:139 msgid "" "For more information on forwarding and transfers, visit " ":ref:`voip/axivox/forwardings_tab`." msgstr "" #: ../../content/applications/general/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/general/voip/axivox/vm_audio_messages.rst:147 msgid "Audio messages" msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/voip/axivox/vm_audio_messages.rst:158 msgid "Type in a :guilabel:`Name`, and click :guilabel:`Save`." msgstr "" #: ../../content/applications/general/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/general/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/general/voip/axivox/vm_audio_messages.rst:168 msgid "Record audio message" msgstr "" #: ../../content/applications/general/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/general/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/general/voip/axivox/vm_audio_messages.rst:179 msgid "Then, click :guilabel:`OK` to begin the call." msgstr "" #: ../../content/applications/general/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/general/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/general/voip/axivox/vm_audio_messages.rst:189 #: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:199 msgid "Press `1` to record a message." msgstr "" #: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:190 #: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:200 msgid "Press `2` to listen to the current message." msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/voip/axivox/vm_audio_messages.rst:202 msgid "Press `#` to end the call." msgstr "" #: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:205 msgid "Write audio message" msgstr "" #: ../../content/applications/general/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/general/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/general/voip/axivox/vm_audio_messages.rst:213 msgid "Doing so reveals a :guilabel:`Convert text to message` pop-up window." msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/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/general/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/general/voip/axivox/vm_audio_messages.rst-1 msgid "" "Convert text to message window with voice, text, generate button and save " "highlighted." msgstr "" #: ../../content/applications/general/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/general/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/general/voip/axivox/vm_audio_messages.rst:243 msgid "Music on-hold" msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/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/general/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/general/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/general/voip/devices_integrations.rst:3 msgid "Devices and integrations" msgstr "" #: ../../content/applications/general/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/general/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/general/voip/devices_integrations.rst:12 msgid "" "This document covers the process of setting up Odoo *VoIP* across different " "devices and integrations." msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/voip/devices_integrations.rst:24 msgid "Once they click :guilabel:`Save`, an activity shows up in the chatter." msgstr "" #: ../../content/applications/general/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/general/voip/devices_integrations.rst:0 msgid "" "View of CRM leads and the option to schedule an activity for Odoo Discuss." msgstr "" #: ../../content/applications/general/voip/devices_integrations.rst:34 msgid "Odoo VoIP (laptop/desktop computer)" msgstr "" #: ../../content/applications/general/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:`☎️ (phone)` icon in the upper-right corner, while in the Odoo " "database, and the widget appears." msgstr "" #: ../../content/applications/general/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/general/voip/devices_integrations.rst:45 msgid "Odoo VoIP (tablet/mobile device)" msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/voip/devices_integrations.rst:61 msgid "For more information, see this documentation: :ref:`voip/zoiper`." msgstr "" #: ../../content/applications/general/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:`☎️ (phone)` icon in the upper-" "right corner. The widget appears in the lower-left corner." msgstr "" #: ../../content/applications/general/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/general/voip/devices_integrations.rst:71 msgid "" "This step is **necessary**, whether using the mobile Odoo application or web" " browser." msgstr "" #: ../../content/applications/general/voip/devices_integrations.rst-1 msgid "Allow the database to access the microphone." msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/voip/devices_integrations.rst-1 msgid "Layout of what the VoIP app looks like on the a mobile device." msgstr "" #: ../../content/applications/general/voip/devices_integrations.rst:94 msgid "Zoiper Lite" msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/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/general/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/general/voip/devices_integrations.rst-1 msgid "Zoiper account setup, shown in the view from a mobile device." msgstr "" #: ../../content/applications/general/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/general/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/general/voip/devices_integrations.rst-1 msgid "Zoiper account setup, choosing the provider." msgstr "" #: ../../content/applications/general/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/general/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/general/voip/devices_integrations.rst:141 msgid "Zoiper Field" msgstr "" #: ../../content/applications/general/voip/devices_integrations.rst:142 msgid "Axivox Field" msgstr "" #: ../../content/applications/general/voip/devices_integrations.rst:143 msgid "Account name" msgstr "" #: ../../content/applications/general/voip/devices_integrations.rst:144 msgid "*Can be anything*" msgstr "" #: ../../content/applications/general/voip/devices_integrations.rst:145 #: ../../content/applications/general/voip/devices_integrations.rst:146 msgid "Domain" msgstr "" #: ../../content/applications/general/voip/devices_integrations.rst:147 msgid "Username" msgstr "" #: ../../content/applications/general/voip/devices_integrations.rst:148 msgid "SIP username" msgstr "" #: ../../content/applications/general/voip/devices_integrations.rst:149 msgid "Password" msgstr "" #: ../../content/applications/general/voip/devices_integrations.rst:150 msgid "SIP password" msgstr "" #: ../../content/applications/general/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/general/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/general/voip/devices_integrations.rst-1 msgid "Zoiper account setup, registration successful." msgstr "" #: ../../content/applications/general/voip/devices_integrations.rst:164 msgid "Linphone" msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/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/general/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/general/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/general/voip/devices_integrations.rst-1 msgid "Linphone account setup, registration successful." msgstr "" #: ../../content/applications/general/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/general/voip/devices_integrations.rst:195 msgid "" "See `Linphone's wiki-documentation page " "`_." msgstr "" #: ../../content/applications/general/voip/onsip.rst:3 msgid "Use VoIP services in Odoo with OnSIP" msgstr "" #: ../../content/applications/general/voip/onsip.rst:8 msgid "" "Odoo *VoIP* can be set up to work together with `OnSIP " "`_. OnSIP is a VoIP provider. An account is needed " "with OnSIP in order to use this service." msgstr "" #: ../../content/applications/general/voip/onsip.rst:11 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/general/voip/onsip.rst:14 msgid "" "After opening an OnSIP account, follow the configuration procedure below to " "configure it on an Odoo database." msgstr "" #: ../../content/applications/general/voip/onsip.rst:20 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/general/voip/onsip.rst:24 msgid "Next, activate the :guilabel:`VOIP OnSIP` module." msgstr "" #: ../../content/applications/general/voip/onsip.rst-1 msgid "View of OnSIP app in the app search results." msgstr "" #: ../../content/applications/general/voip/onsip.rst:31 msgid "Odoo VoIP setting" msgstr "" #: ../../content/applications/general/voip/onsip.rst:33 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/general/voip/onsip.rst:37 msgid "" ":guilabel:`OnSIP Domain`: the domain that was assigned when creating an " "account on `OnSIP `_." msgstr "" #: ../../content/applications/general/voip/onsip.rst:39 msgid ":guilabel:`WebSocket`: `wss://edge.sip.onsip.com`" msgstr "" #: ../../content/applications/general/voip/onsip.rst:40 msgid ":guilabel:`VoIP Environment`: :guilabel:`Production`" msgstr "" #: ../../content/applications/general/voip/onsip.rst-1 msgid "VoIP configuration settings in Odoo Settings app." msgstr "" #: ../../content/applications/general/voip/onsip.rst:47 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/general/voip/onsip.rst:50 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/general/voip/onsip.rst:53 msgid "" "Click on the :guilabel:`Phone Settings` tab to reveal OnSIP configuration " "credentials (first column)." msgstr "" #: ../../content/applications/general/voip/onsip.rst:0 msgid "" "Domain setting revealed (highlighted) on administrative panel of OnSIP management\n" "console." msgstr "" #: ../../content/applications/general/voip/onsip.rst:62 msgid "Odoo user setting" msgstr "" #: ../../content/applications/general/voip/onsip.rst:64 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/general/voip/onsip.rst:67 msgid "" "To do that, navigate to :menuselection:`Settings app --> Manage Users --> " "Select the User`." msgstr "" #: ../../content/applications/general/voip/onsip.rst:69 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/general/voip/onsip.rst:72 msgid "In this section, fill in the fields with OnSIP credentials." msgstr "" #: ../../content/applications/general/voip/onsip.rst:74 msgid "" "Fill in the following fields with the associated credentials listed below:" msgstr "" #: ../../content/applications/general/voip/onsip.rst:76 msgid ":guilabel:`Voip Username` = OnSIP :guilabel:`Username`" msgstr "" #: ../../content/applications/general/voip/onsip.rst:77 msgid ":guilabel:`OnSIP Auth Username` = OnSIP :guilabel:`Auth Username`" msgstr "" #: ../../content/applications/general/voip/onsip.rst:78 msgid ":guilabel:`VoIP Secret` = OnSIP :guilabel:`SIP Password`" msgstr "" #: ../../content/applications/general/voip/onsip.rst:79 msgid "" ":guilabel:`External Device Number` = OnSIP :guilabel:`Ext.` (extension " "without the `x`)" msgstr "" #: ../../content/applications/general/voip/onsip.rst-1 msgid "" "OnSIP user credentials with username, auth username, SIP password, and extension\n" "highlighted." msgstr "" #: ../../content/applications/general/voip/onsip.rst:87 msgid "" "The OnSIP extension can be found in the *User* banner line above the tabs." msgstr "" #: ../../content/applications/general/voip/onsip.rst:89 msgid "" "When these steps are complete, navigate away from the user form in Odoo to " "save the configurations." msgstr "" #: ../../content/applications/general/voip/onsip.rst:91 msgid "" "Once saved, Odoo users can make phone calls by clicking the :guilabel:`☎️ " "(phone)` icon in the top-right corner of Odoo." msgstr "" #: ../../content/applications/general/voip/onsip.rst:95 msgid "" "Additional setup and troubleshooting steps can be found on `OnSIP's " "knowledge base `_." msgstr "" #: ../../content/applications/general/voip/onsip.rst:99 msgid "Incoming calls" msgstr "" #: ../../content/applications/general/voip/onsip.rst:101 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:`📞" " (phone)` icon to answer the call." msgstr "" #: ../../content/applications/general/voip/onsip.rst:104 msgid "To ignore the call, click the red :guilabel:`📞 (phone)` icon." msgstr "" #: ../../content/applications/general/voip/onsip.rst-1 msgid "Incoming call shown in the Odoo VoIP widget." msgstr "" #: ../../content/applications/general/voip/onsip.rst:112 msgid ":doc:`voip_widget`" msgstr "" #: ../../content/applications/general/voip/onsip.rst:115 #: ../../content/applications/general/voip/voip_widget.rst:32 msgid "Troubleshooting" msgstr "" #: ../../content/applications/general/voip/onsip.rst:118 msgid "Missing parameters" msgstr "" #: ../../content/applications/general/voip/onsip.rst:120 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/general/voip/onsip.rst-1 msgid "Missing parameter message in the Odoo VoIP widget." msgstr "" #: ../../content/applications/general/voip/onsip.rst:128 msgid "Incorrect number" msgstr "" #: ../../content/applications/general/voip/onsip.rst:130 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 " ":guilabel:`+ (plus)` sign, followed by the international country code." msgstr "" #: ../../content/applications/general/voip/onsip.rst:138 msgid "" "For example, `+16505555555` (where `+1` is the international prefix for the " "United States)." msgstr "" #: ../../content/applications/general/voip/onsip.rst-1 msgid "Incorrect number message populated in the Odoo VoIP widget." msgstr "" #: ../../content/applications/general/voip/onsip.rst:149 msgid "OnSIP on mobile phone" msgstr "" #: ../../content/applications/general/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/general/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/general/voip/onsip.rst:158 msgid ":doc:`devices_integrations`" msgstr "" #: ../../content/applications/general/voip/onsip.rst:159 msgid "`OnSIP App Download `_" msgstr "" #: ../../content/applications/general/voip/transfer_forward.rst:3 msgid "Make, receive, transfer, and forward calls" msgstr "" #: ../../content/applications/general/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/general/voip/transfer_forward.rst:9 msgid "" "This document covers how to make, receive, transfer, and forward calls with " "Odoo *VoIP*." msgstr "" #: ../../content/applications/general/voip/transfer_forward.rst:12 msgid "Make calls" msgstr "" #: ../../content/applications/general/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:`☎️ (phone)` icon." msgstr "" #: ../../content/applications/general/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/general/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/general/voip/transfer_forward.rst-1 msgid "Using the VoIP phone widget to make calls." msgstr "" #: ../../content/applications/general/voip/transfer_forward.rst:27 msgid "" "To manually make a call, click the :guilabel:`⌨️ (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/general/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/general/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:`📞 (phone)` icon to start" " the call. When finished, click the red :guilabel:`📞 (phone)` icon to end " "the call." msgstr "" #: ../../content/applications/general/voip/transfer_forward.rst:45 msgid "Receive calls" msgstr "" #: ../../content/applications/general/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/general/voip/transfer_forward.rst:51 msgid "" "Once back to the tab, the calling screen of the *VoIP* phone widget appears." msgstr "" #: ../../content/applications/general/voip/transfer_forward.rst:53 msgid "" "Click the green :guilabel:`📞 (phone)` icon to pick up the call, or the red " ":guilabel:`📞 (phone)` icon to reject the call." msgstr "" #: ../../content/applications/general/voip/transfer_forward.rst-1 msgid "" "Incoming call on the VoIP widget, with the call answer and call reject " "buttons highlighted." msgstr "" #: ../../content/applications/general/voip/transfer_forward.rst:61 msgid "Add to call queue" msgstr "" #: ../../content/applications/general/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/general/voip/transfer_forward.rst-1 msgid "VoIP widget with next activities highlighted, showing tasks below." msgstr "" #: ../../content/applications/general/voip/transfer_forward.rst:70 msgid "" "To add a call to the :guilabel:`Next activities` tab, click the green " ":guilabel:`📞 (phone)` icon, while in kanban view of the *CRM* application." msgstr "" #: ../../content/applications/general/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:`📞 (phone)` icon that appears " "with the :guilabel:`- (minus)` icon." msgstr "" #: ../../content/applications/general/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/general/voip/transfer_forward.rst-1 msgid "Adding a call to the next activities tab in the VoIP phone widget." msgstr "" #: ../../content/applications/general/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/general/voip/transfer_forward.rst:87 msgid "" "A call can be added in the chatter of records within those applications." msgstr "" #: ../../content/applications/general/voip/transfer_forward.rst:89 msgid "" "To manually add a call, via the chatter, click :guilabel:`Activities` (next " "to the :guilabel:`🕗 (clock)` icon). Under :guilabel:`Activity Type`, select " ":guilabel:`Call` from the drop-down menu that appears." msgstr "" #: ../../content/applications/general/voip/transfer_forward.rst:93 msgid "Next, set a :guilabel:`Due Date`, and add a :guilabel:`Summary`." msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/voip/transfer_forward.rst:107 msgid "Transfer calls" msgstr "" #: ../../content/applications/general/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/general/voip/transfer_forward.rst:115 msgid "" "For more information on transfers, visit :ref:`voip/axivox/forwardings_tab`." msgstr "" #: ../../content/applications/general/voip/transfer_forward.rst:117 msgid "" "To transfer a call within the Odoo *VoIP* phone widget, first, answer the " "call using the green :guilabel:`📞 (phone)` icon." msgstr "" #: ../../content/applications/general/voip/transfer_forward.rst:120 msgid "" "Once the incoming call is answered, click the :guilabel:`↔ (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/general/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/general/voip/transfer_forward.rst:130 msgid "" "For more information on access rights, visit: :doc:`../users/access_rights`." msgstr "" #: ../../content/applications/general/voip/transfer_forward.rst-1 msgid "" "Transferring a call within the phone widget, with the transfer buttons " "highlighted." msgstr "" #: ../../content/applications/general/voip/transfer_forward.rst:137 msgid "Forward calls" msgstr "" #: ../../content/applications/general/voip/transfer_forward.rst:139 msgid "" "To forward a call within the Odoo *VoIP* phone widget, first, answer the " "call using the green :guilabel:`📞 (phone)` icon. Once the incoming call is " "answered, click the :guilabel:`↔ (left-right arrow)` icon." msgstr "" #: ../../content/applications/general/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/general/voip/transfer_forward.rst:147 msgid "" "For more information on forwarding, visit " ":ref:`voip/axivox/forwardings_tab`." msgstr "" #: ../../content/applications/general/voip/voip_widget.rst:3 msgid "VoIP widget" msgstr "" #: ../../content/applications/general/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/general/voip/voip_widget.rst:10 msgid "Phone calls" msgstr "" #: ../../content/applications/general/voip/voip_widget.rst:12 msgid "" "To make phone calls while in the Odoo database, click the :guilabel:`☎️ " "(phone)` icon, located in the top navigation bar." msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/voip/voip_widget.rst-1 msgid "VoIP call in Odoo." msgstr "" #: ../../content/applications/general/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/general/voip/voip_widget.rst:0 msgid "\"Missing Parameter\" error message in the Odoo softphone." msgstr "" #: ../../content/applications/general/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/general/voip/voip_widget.rst:47 msgid "" "(E.g., +16506913277, where `+1` is the international prefix for the United " "States.)" msgstr "" #: ../../content/applications/general/voip/voip_widget.rst:0 msgid "\"Incorrect Number\" error message in the Odoo softphone." msgstr "" #: ../../content/applications/general/voip/voip_widget.rst:54 msgid "Tabs" msgstr "" #: ../../content/applications/general/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/general/voip/voip_widget.rst:61 msgid "Recent" msgstr "" #: ../../content/applications/general/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/general/voip/voip_widget.rst:67 msgid "Next activities" msgstr "" #: ../../content/applications/general/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/general/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/general/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/general/voip/voip_widget.rst:78 msgid "" "To call the customer related to a scheduled activity, click the :guilabel:`📞" " (phone)` icon, or click the :guilabel:`⌨️ (keyboard)` icon to dial another " "number for the customer." msgstr "" #: ../../content/applications/general/voip/voip_widget.rst-1 msgid "Activity control center on the VoIP widget." msgstr "" #: ../../content/applications/general/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/general/voip/voip_widget.rst:88 msgid "Under the :guilabel:`Document` section, from right to left:" msgstr "" #: ../../content/applications/general/voip/voip_widget.rst:90 msgid ":guilabel:`✉️ (envelope)` icon: sends an email" msgstr "" #: ../../content/applications/general/voip/voip_widget.rst:91 msgid ":guilabel:`👤 (person icon)` icon: redirects to the contact card" msgstr "" #: ../../content/applications/general/voip/voip_widget.rst:92 msgid "" ":guilabel:`📄 (document)` icon: redirects to the attached record in Odoo" msgstr "" #: ../../content/applications/general/voip/voip_widget.rst:93 msgid ":guilabel:`🕓 (clock)` icon: schedule an activity" msgstr "" #: ../../content/applications/general/voip/voip_widget.rst:95 msgid "Under the :guilabel:`Activity` section, from left to right:" msgstr "" #: ../../content/applications/general/voip/voip_widget.rst:97 msgid ":guilabel:`✔️ (checkmark)` icon: mark activity as done" msgstr "" #: ../../content/applications/general/voip/voip_widget.rst:98 msgid ":guilabel:`✏️ (pencil)` icon: edit the activity" msgstr "" #: ../../content/applications/general/voip/voip_widget.rst:99 msgid ":guilabel:`✖️ (cancel)` icon: cancel the activity" msgstr "" #: ../../content/applications/general/voip/voip_widget.rst:102 msgid "Contacts" msgstr "" #: ../../content/applications/general/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/general/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/general/voip/voip_widget.rst:110 msgid "" "A search feature is also available in the upper-right side of the widget, " "represented by a :guilabel:`🔍 (magnifying glass)` icon." msgstr ""