32aafb08cb
This commit aims to improve the documentation's navigability by redefining some categories' purposes and titles. There is a redirection rule for each documentation page moved. This ensures that users won't have a 404 error message. task-3217827 closes odoo/documentation#8056 Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
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112 lines
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===========
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VoIP widget
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===========
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The *VoIP* widget is an add-on made available to Odoo users through the *VoIP* module. It is used to
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incorporate virtual telephony into the database. The widget is the control center for making and
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managing calls in Odoo.
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Phone calls
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===========
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To make phone calls while in the Odoo database, click the :guilabel:`☎️ (phone)` icon, located in
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the top navigation bar.
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When clicked, a :guilabel:`VOIP` pop-up widget appears in the lower-left corner of the Odoo
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database. The widget allows users to freely navigate throughout the database, while making and
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receiving calls.
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When receiving calls in Odoo, the :guilabel:`VOIP` widget rings,and displays a notification. To
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close the widget, click the :guilabel:`X (close)` icon in the upper-right of the widget's screen.
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.. note::
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The :abbr:`VoIP (Voice over Internet Protocol)` number is the one provided by Axivox. It can be
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accessed by navigating to `https://manage.axivox.com/ <https://manage.axivox.com/>`_. After
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logging into the portal, go to :menuselection:`Users --> Outgoing number` (column).
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.. image:: voip_widget/call.png
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:align: center
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:alt: VoIP call in Odoo.
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Troubleshooting
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===============
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.. tip::
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If a *Missing Parameter* error message appears in the Odoo *VoIP* widget, refresh the Odoo
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window, and try again.
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.. image:: voip_widget/missing-parameter.png
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:align: center
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:alt: "Missing Parameter" error message in the Odoo softphone.
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.. tip::
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If an *Incorrect Number* error message appears in the Odoo *VoIP* widget, make sure to use the
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international format, leading with the :guilabel:`+ (plus)` sign, followed by the international
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country code.
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(E.g., +16506913277, where `+1` is the international prefix for the United States.)
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.. image:: voip_widget/incorrect-number.png
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:align: center
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:alt: "Incorrect Number" error message in the Odoo softphone.
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Tabs
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====
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In all, there are three tabs (:guilabel:`Recent`, :guilabel:`Next Activities`, and
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:guilabel:`Contacts`) present in the *VoIP* widget, which are used for managing calls and day-to-day
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activities in Odoo.
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Recent
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------
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Under the :guilabel:`Recent` tab of the *VoIP* widget, the call history for the user is available.
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This includes incoming and outgoing calls. Any number can be clicked to begin a call.
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Next activities
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---------------
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Under the :guilabel:`Next Activities` tab of the *VoIP* widget, a user can see any activities
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assigned to them, and which ones are due to be completed for the day.
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Click an activity from this tab to perform any actions including: Sending an email, accessing their
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contact, scheduling another activity, or accessing a linked record (such as a Sales Order,
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Lead/Opportunity, or Project Task).
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The user can also mark the activity as complete, edit the details of the activity, or cancel it.
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To call the customer related to a scheduled activity, click the :guilabel:`📞 (phone)` icon, or
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click the :guilabel:`⌨️ (keyboard)` icon to dial another number for the customer.
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.. image:: voip_widget/activity-widget.png
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:align: center
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:alt: Activity control center on the VoIP widget.
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Some other icons appear in the *VoIP* widget, categorized by two sections: :guilabel:`Document` and
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:guilabel:`Activity`.
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Under the :guilabel:`Document` section, from right to left:
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- :guilabel:`✉️ (envelope)` icon: sends an email
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- :guilabel:`👤 (person icon)` icon: redirects to the contact card
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- :guilabel:`📄 (document)` icon: redirects to the attached record in Odoo
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- :guilabel:`🕓 (clock)` icon: schedule an activity
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Under the :guilabel:`Activity` section, from left to right:
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- :guilabel:`✔️ (checkmark)` icon: mark activity as done
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- :guilabel:`✏️ (pencil)` icon: edit the activity
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- :guilabel:`✖️ (cancel)` icon: cancel the activity
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Contacts
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--------
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Under the :guilabel:`Contacts` tab of the *VoIP* widget, a user can access a contact in the
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*Contacts* app.
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Any contact can easily be called by clicking into the contact from the *VoIP* widget's
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:guilabel:`Contacts` tab.
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A search feature is also available in the upper-right side of the widget, represented by a
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:guilabel:`🔍 (magnifying glass)` icon.
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