2316 lines
85 KiB
Plaintext
2316 lines
85 KiB
Plaintext
# SOME DESCRIPTIVE TITLE.
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# Copyright (C) Odoo S.A.
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# This file is distributed under the same license as the Odoo package.
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# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
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#
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# Translators:
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# Alina Lisnenko <alina.lisnenko@erp.co.ua>, 2024
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# Wil Odoo, 2024
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#
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#, fuzzy
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo 17.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2024-04-30 09:16+0000\n"
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"PO-Revision-Date: 2024-03-30 23:40+0000\n"
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"Last-Translator: Wil Odoo, 2024\n"
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"Language-Team: Ukrainian (https://app.transifex.com/odoo/teams/41243/uk/)\n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: 8bit\n"
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"Language: uk\n"
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"Plural-Forms: nplurals=4; plural=(n % 1 == 0 && n % 10 == 1 && n % 100 != 11 ? 0 : n % 1 == 0 && n % 10 >= 2 && n % 10 <= 4 && (n % 100 < 12 || n % 100 > 14) ? 1 : n % 1 == 0 && (n % 10 ==0 || (n % 10 >=5 && n % 10 <=9) || (n % 100 >=11 && n % 100 <=14 )) ? 2: 3);\n"
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#: ../../content/applications/essentials.rst:3
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msgid "Odoo essentials"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:3
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msgid "Activities"
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msgstr "Дії"
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#: ../../content/applications/essentials/activities.rst:5
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msgid ""
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"*Activities* are follow-up tasks tied to a record in an Odoo database. "
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"Activities can be scheduled on any page of the database that contains a "
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"chatter thread, kanban view, list view, or activities view of an "
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"application."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:10
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msgid "Schedule activities"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:12
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msgid ""
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"One way that activities are created is by clicking the :guilabel:`Schedule "
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"Activity` button, located at the top of the *chatter* on any record. On the "
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"pop-up window that appears, select an :guilabel:`Activity Type` from the "
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"drop-down menu."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:17
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msgid ""
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"Individual applications have a list of *Activity Types* dedicated to that "
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"application. For example, to view and edit the activities available for the "
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"*CRM* application, go to :menuselection:`CRM app --> Configuration --> "
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"Activity Types`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:21
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msgid ""
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"Enter a title for the activity in the :guilabel:`Summary` field, located in "
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"the :guilabel:`Schedule Activity` pop-up window."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:24
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msgid ""
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"To assign the activity to a different user, select a name from the "
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":guilabel:`Assigned to` drop-down menu. Otherwise, the user creating the "
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"activity is automatically assigned."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:27
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msgid ""
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"Lastly, feel free to add any additional information in the optional "
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":guilabel:`Log a note...` field."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:30
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msgid ""
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"The :guilabel:`Due Date` field on the :guilabel:`Schedule Activity` pop-up "
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"window auto-populates based on the configuration settings for the selected "
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":guilabel:`Activity Type`. However, this date can be changed by selecting a "
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"day on the calendar in the :guilabel:`Due Date` field."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:34
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msgid "Lastly, click one of the following buttons:"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:36
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msgid ""
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":guilabel:`Schedule`: adds the activity to the chatter under "
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":guilabel:`Planned activities`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:37
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msgid ""
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":guilabel:`Mark as Done`: adds the details of the activity to the chatter "
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"under :guilabel:`Today`. The activity is not scheduled, it is automatically "
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"marked as completed."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:39
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msgid ""
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":guilabel:`Done \\& Schedule Next`: adds the task under :guilabel:`Today` "
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"marked as done, and opens a new activity window."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:41
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msgid ":guilabel:`Discard`: discards any changes made on the pop-up window."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst-1
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#: ../../content/applications/essentials/activities.rst-1
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msgid "View of CRM leads and the option to schedule an activity."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:47
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msgid ""
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"Depending on the activity type, the :guilabel:`Schedule` button may be "
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"replaced by a :guilabel:`Save` button, or an :guilabel:`Open Calendar` "
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"button."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:50
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msgid ""
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"Scheduled activities are added to the chatter for the record under "
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":guilabel:`Planned activities`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:55
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msgid ""
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"Activities can also be scheduled from the kanban, list, or activities view "
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"of an application."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:59
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msgid "Kanban view"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:61
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msgid ""
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"Select a record on which to schedule an activity. Click on the :guilabel:`🕘 "
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"(clock)` icon, then :guilabel:`Schedule An Activity`, and proceed to fill "
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"out the pop-up form."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:0
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msgid ""
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"Kanban view of the CRM pipeline and the option to schedule an activity."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:67
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msgid "List view"
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msgstr "Список перегляду"
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#: ../../content/applications/essentials/activities.rst:69
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msgid ""
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"Select a record on which to schedule an activity. Click on the :guilabel:`🕘 "
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"(clock)` icon, then :guilabel:`Schedule An Activity`. If the record already "
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"has an activity scheduled, the clock icon may be replaced by a :guilabel:`📞 "
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"(phone)` or an :guilabel:`✉️ (envelope)` icon."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:0
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msgid "List view of the CRM pipeline and the option to schedule an activity."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:76
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msgid "Activity view"
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msgstr "Перегляд дії"
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#: ../../content/applications/essentials/activities.rst:78
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msgid ""
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"To open the activity view for an application, select the :guilabel:`🕘 "
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"(clock)` icon from the menu bar anywhere in the database. Select any "
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"application from the drop-down menu, and click the :guilabel:`🕘 (clock)` "
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"icon for the desired app."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:0
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msgid ""
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"Activity menu drop down with focus on where to open activity view for CRM."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:85
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msgid ""
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"Select a record on which to schedule an activity. Move across the row to "
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"find the desired activity type, then click the :guilabel:`＋ (plus sign)`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:0
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msgid ""
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"Activity view of the CRM pipeline and the option to schedule an activity."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:92
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msgid ""
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"Activity colors, and their relation to an activity's due date, is consistent"
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" throughout Odoo, regardless of the activity type, or the view."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:95
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msgid ""
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"Activities that appear in **green** indicate a due date sometime in the "
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"future."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:96
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msgid "**Yellow** indicates that the activity's due date is today."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:97
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msgid ""
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"**Red** indicates that the activity is overdue and the due date has passed."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:99
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msgid ""
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"For example, if an activity is created for a phone call, and the due date "
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"passes, the activity appears with a red phone in list view, and a red clock "
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"on the kanban view."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:103
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msgid "View scheduled activities"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:105
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msgid ""
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"To view scheduled activities, open either the :menuselection:`Sales app` or "
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":menuselection:`CRM app` and click the :guilabel:`🕘 (clock)` icon, located "
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"to the far-right side of the other view options."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:108
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msgid ""
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"Doing so opens the activities menu, showcasing all the scheduled activities "
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"for the user, by default. To show all activities for every user, remove the "
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":guilabel:`My Pipeline` filter from the :guilabel:`Search...` bar."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:112
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msgid ""
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"To view a consolidated list of activities separated by the application where"
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" they were created, and by deadline, click the :guilabel:`🕘 (clock)` icon on"
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" the header menu to see the activities for that specific application in a "
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"drop-down menu."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:116
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msgid ""
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"The possibility to :guilabel:`Add new note` and :guilabel:`Request a "
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"Document` appear at the bottom of this drop-down menu, when the :guilabel:`🕘"
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" (clock)` icon on the header menu is clicked."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst-1
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msgid "View of CRM leads page emphasizing the activities menu."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:123
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msgid "Configure activity types"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:125
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msgid ""
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"To configure the types of activities in the database, go to "
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":menuselection:`Settings app --> Discuss --> Activities --> Activity Types`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst-1
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msgid "View of the settings page emphasizing the menu activity types."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:131
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msgid ""
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"Doing so reveals the :guilabel:`Activity Types` page, where the existing "
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"activity types are found."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:133
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msgid ""
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"To edit an existing activity type, select it from the list, then click "
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":guilabel:`Edit`. To create a new activity type, click :guilabel:`Create`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:136
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msgid ""
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"At the top of a blank activity type form, start by choosing a "
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":guilabel:`Name` for the new activity type."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst-1
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msgid "New activity type form."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:143
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msgid "Activity settings"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:146
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msgid "Action"
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msgstr "Дія"
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#: ../../content/applications/essentials/activities.rst:148
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msgid ""
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"The *Action* field specifies the intent of the activity. Some actions "
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"trigger specific behaviors after an activity is scheduled."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:151
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msgid ""
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"If :guilabel:`Upload Document` is selected, a link to upload a document is "
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"added directly to the planned activity in the chatter."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:153
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msgid ""
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"If either :guilabel:`Phonecall` or :guilabel:`Meeting` are selected, users "
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"have the option to open their calendar to schedule a time for this activity."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:155
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msgid ""
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"If :guilabel:`Request Signature` is selected, a link is added to the planned"
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" activity in the chatter that opens a signature request pop-up window."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:159
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msgid ""
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"The actions available to select on an activity type vary, depending on the "
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"applications currently installed in the database."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:163
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msgid "Default user"
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msgstr "Типовий користувач"
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#: ../../content/applications/essentials/activities.rst:165
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msgid ""
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"To automatically assign this activity to a specific user when this activity "
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"type is scheduled, choose a name from the :guilabel:`Default User` drop-down"
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" menu. If this field is left blank, the activity is assigned to the user who"
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" creates the activity."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:170
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msgid "Default summary"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:172
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msgid ""
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"To include notes whenever this activity type is created, enter them into the"
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" :guilabel:`Default Summary` field."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:176
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msgid ""
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"The information in the :guilabel:`Default User` and :guilabel:`Default "
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"Summary` fields are included when an activity is created. However, they can "
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"be altered before the activity is scheduled or saved."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:181
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msgid "Next activity"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:183
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msgid ""
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"To automatically suggest, or trigger, a new activity after an activity has "
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"been marked complete, the :guilabel:`Chaining Type` must be set."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:187
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msgid "Suggest next activity"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:189
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msgid ""
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"In the :guilabel:`Chaining Type` field, select :guilabel:`Suggest Next "
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"Activity`. Upon doing so, the field underneath changes to: "
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":guilabel:`Suggest`. Click the :guilabel:`Suggest` field drop-down menu to "
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"select any activities to recommend as follow-up tasks to this activity type."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:193
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#: ../../content/applications/essentials/activities.rst:220
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msgid ""
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"In the :guilabel:`Schedule` field, choose a default deadline for these "
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"activities. To do so, configure a desired number of :guilabel:`Days`, "
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":guilabel:`Weeks`, or :guilabel:`Months`. Then, decide if it should occur "
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":guilabel:`after completion date` or :guilabel:`after previous activity "
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"deadline`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:198
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#: ../../content/applications/essentials/activities.rst:225
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msgid ""
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"This :guilabel:`Schedule` field information can be altered before the "
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"activity is scheduled."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:200
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#: ../../content/applications/essentials/activities.rst:227
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msgid "When all configurations are complete, click :guilabel:`Save`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst-1
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msgid "Schedule activity popup with emphasis on recommended activities."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:206
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msgid ""
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"If an activity has the :guilabel:`Chaining Type` set to :guilabel:`Suggest "
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"Next Activity`, and has activities listed in the :guilabel:`Suggest` field, "
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"users are presented with recommendations for activities as next steps."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:211
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msgid "Trigger next activity"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:213
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msgid ""
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"Setting the :guilabel:`Chaining Type` to :guilabel:`Trigger Next Activity` "
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"immediately launches the next activity once the previous one is completed."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:216
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msgid ""
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"If :guilabel:`Trigger Next Activity` is selected in the :guilabel:`Chaining "
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"Type` field, the field beneath changes to: :guilabel:`Trigger`. From the "
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":guilabel:`Trigger` field drop-down menu, select the activity that should be"
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" launched once this activity is completed."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst-1
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msgid ""
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"Schedule new activity popup with emphasis on Done and launch next button."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:233
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msgid ""
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"When an activity has the :guilabel:`Chaining Type` set to :guilabel:`Trigger"
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" Next Activity`, marking the activity as `Done` immediately launches the "
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"next activity listed in the :guilabel:`Trigger` field."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:238
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msgid ":doc:`/applications/productivity/discuss`"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:239
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msgid ":doc:`/applications/productivity/discuss/team_communication`"
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msgstr ""
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#: ../../content/applications/essentials/export_import_data.rst:3
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msgid "Export and import data"
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msgstr ""
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#: ../../content/applications/essentials/export_import_data.rst:5
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msgid ""
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"In Odoo, it is sometimes necessary to export or import data for running "
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"reports, or for data modification. This document covers the export and "
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"import of data into and out of Odoo."
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msgstr ""
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#: ../../content/applications/essentials/export_import_data.rst:9
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msgid ""
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"Sometimes, users run into a 'time out' error, or a record does not process, "
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"due to its size. This can occur with large exports, or in cases where the "
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"import file is too large. To circumvent this limitation surrounding the size"
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" of the records, process exports or imports in smaller batches."
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msgstr ""
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||
#: ../../content/applications/essentials/export_import_data.rst:16
|
||
msgid "Export data from Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:18
|
||
msgid ""
|
||
"When working with a database, it is sometimes necessary to export data in a "
|
||
"distinct file. Doing so can aid in reporting on activities, although, Odoo "
|
||
"provides a precise and easy reporting tool with each available application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:22
|
||
msgid ""
|
||
"With Odoo, the values can be exported from any field in any record. To do "
|
||
"so, activate the list view (:guilabel:`≣ (four horizontal lines)` icon), on "
|
||
"the items that need to be exported, and then select the records that should "
|
||
"be exported. To select a record, tick the checkbox next to the corresponding"
|
||
" record. Finally, click on :guilabel:`⚙️ Action`, and then "
|
||
":guilabel:`Export`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst-1
|
||
msgid "View of the different things to enable/click to export data."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:31
|
||
msgid ""
|
||
"When clicking on :guilabel:`Export`, an :guilabel:`Export Data` pop-over "
|
||
"window appears, with several options for the data to export:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst-1
|
||
msgid "Overview of options to consider when exporting data in Odoo.."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:38
|
||
msgid ""
|
||
"With the :guilabel:`I want to update data (import-compatable export)` option"
|
||
" ticked, the system only shows the fields that can be imported. This is "
|
||
"helpful in the case where the existing records need to be updated. This "
|
||
"works like a filter. Leaving the box unticked, gives many more field options"
|
||
" because it shows all the fields, not just the ones that can be imported."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:42
|
||
msgid ""
|
||
"When exporting, there is the option to export in two formats: `.csv` and "
|
||
"`.xls`. With `.csv`, items are separated by a comma, while `.xls` holds "
|
||
"information about all the worksheets in a file, including both content and "
|
||
"formatting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:45
|
||
msgid ""
|
||
"These are the items that can be exported. Use the :guilabel:`> (right "
|
||
"arrow)` icon to display more sub-field options. Use the :guilabel:`Search` "
|
||
"bar to find specific fields. To use the :guilabel:`Search` option more "
|
||
"efficiently, click on all the :guilabel:`> (right arrows)` to display all "
|
||
"fields."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:49
|
||
msgid ""
|
||
"The :guilabel:`+ (plus sign)` icon button is present to add fields to the "
|
||
":guilabel:`Fields to export` list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:51
|
||
msgid ""
|
||
"The :guilabel:`↕️ (up-down arrow)` to the left of the selected fields can be"
|
||
" used to move the fields up and down, to change the order in which they are "
|
||
"displayed in the exported file. Drag-and-drop using the :guilabel:`↕️ (up-"
|
||
"down arrow)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:54
|
||
msgid ""
|
||
"The :guilabel:`🗑️ (trash can)` icon is used to remove fields. Click on the "
|
||
":guilabel:`🗑️ (trash can)` icon to remove the field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:56
|
||
msgid ""
|
||
"For recurring reports, it is helpful to save export presets. Select all the "
|
||
"needed fields, and click on the template drop-down menu. Once there, click "
|
||
"on :guilabel:`New template`, and give a unique name to the export just "
|
||
"created. Click the :guilabel:`💾 (floppy drive)` icon to save the "
|
||
"configuration. The next time the same list needs to be exported, select the "
|
||
"related template that was previously saved from the drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:63
|
||
msgid ""
|
||
"It is helpful to know the field's external identifier. For example, "
|
||
":guilabel:`Related Company` in the export user interface is equal to "
|
||
"*parent_id* (external identifier). This is helpful because then, the only "
|
||
"data exported is what should be modified and re-imported."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:70
|
||
msgid "Import data into Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:72
|
||
msgid ""
|
||
"Importing data into Odoo is extremely helpful during implementation, or in "
|
||
"times where data needs to be updated in bulk. The following documentation "
|
||
"covers how to import data into an Odoo database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:76
|
||
msgid ""
|
||
"Imports are permanent and **cannot** be undone. However, it is possible to "
|
||
"use filters (`created on` or `last modified`) to identify records changed or"
|
||
" created by the import."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:80
|
||
msgid ""
|
||
"Activating :ref:`developer mode <developer-mode>` changes the visible import"
|
||
" settings in the left menu. Doing so reveals an :menuselection:`Advanced` "
|
||
"menu. Included in this advanced menu are two options: :guilabel:`Track "
|
||
"history during import` and :guilabel:`Allow matching with subfields`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst-1
|
||
msgid "Advanced import options when developer mode is activated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:88
|
||
msgid ""
|
||
"If the model uses openchatter, the :guilabel:`Track history during import` "
|
||
"option sets up subscriptions and sends notifications during the import, but "
|
||
"leads to a slower import."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:91
|
||
msgid ""
|
||
"Should the :guilabel:`Allow matching with subfields` option be selected, "
|
||
"then all subfields within a field are used to match under the "
|
||
":guilabel:`Odoo Field` while importing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:95
|
||
msgid "Get started"
|
||
msgstr "Розпочніть"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:97
|
||
msgid ""
|
||
"Data can be imported on any Odoo business object using either Excel "
|
||
"(`.xlsx`) or :abbr:`CSV (Comma-separated Values)` (`.csv`) formats. This "
|
||
"includes: contacts, products, bank statements, journal entries, and orders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:101
|
||
msgid ""
|
||
"Open the view of the object to which the data should be imported/populated, "
|
||
"and click on :menuselection:`⚙️ (Action) --> Import records`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst-1
|
||
msgid "Action menu revealed with the import records option highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:108
|
||
msgid ""
|
||
"After clicking :guilabel:`Import records`, Odoo reveals a separate page with"
|
||
" templates that can be downloaded and populated with the company's own data."
|
||
" Such templates can be imported in one click, since the data mapping is "
|
||
"already done. To download a template click :guilabel:`Import Template for "
|
||
"Customers` at the center of the page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:114
|
||
msgid ""
|
||
"When importing a :abbr:`CSV (Comma-separated Values)` file, Odoo provides "
|
||
":guilabel:`Formatting` options. These options do **not** appear when "
|
||
"importing the proprietary Excel file type (`.xls`, `.xlsx`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:0
|
||
msgid "Formatting options presented when a CVS file is imported in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:122
|
||
msgid ""
|
||
"Make necessary adjustments to the *Formatting* options, and ensure all "
|
||
"columns in the :guilabel:`Odoo field` and :guilabel:`File Column` are free "
|
||
"of errors. Finally, click :guilabel:`Import` to import the data."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:127
|
||
msgid "Adapt a template"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:129
|
||
msgid ""
|
||
"Import templates are provided in the import tool of the most common data to "
|
||
"import (contacts, products, bank statements, etc.). Open them with any "
|
||
"spreadsheet software (*Microsoft Office*, *OpenOffice*, *Google Drive*, "
|
||
"etc.)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:133
|
||
msgid "Once the template is downloaded, proceed to follow these steps:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:135
|
||
msgid "Add, remove, and sort columns to best fit the data structure."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:136
|
||
msgid ""
|
||
"It is strongly advised to **not** remove the :guilabel:`External ID` (ID) "
|
||
"column (see why in the next section)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:138
|
||
msgid ""
|
||
"Set a unique ID to every record by dragging down the ID sequencing in the "
|
||
":guilabel:`External ID` (ID) column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst-1
|
||
msgid ""
|
||
"An animation of the mouse dragging down the ID column, so each record has a "
|
||
"unique ID."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:146
|
||
msgid ""
|
||
"When a new column is added, Odoo may not be able to map it automatically, if"
|
||
" its label does not fit any field within Odoo. However, new columns can be "
|
||
"mapped manually when the import is tested. Search the drop-down menu for the"
|
||
" corresponding field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst-1
|
||
msgid "Drop-down menu expanded in the initial import screen on Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:154
|
||
msgid ""
|
||
"Then, use this field's label in the import file to ensure future imports are"
|
||
" successful."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:157
|
||
msgid ""
|
||
"Another useful way to find out the proper column names to import is to "
|
||
"export a sample file using the fields that should be imported. This way, if "
|
||
"there is not a sample import template, the names are accurate."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:162
|
||
msgid "Import from another application"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:164
|
||
msgid ""
|
||
"The :guilabel:`External ID` (ID) is a unique identifier for the line item. "
|
||
"Feel free to use one from previous software to facilitate the transition to "
|
||
"Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:167
|
||
msgid ""
|
||
"Setting an ID is not mandatory when importing, but it helps in many cases:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:169
|
||
msgid ""
|
||
"Update imports: import the same file several times without creating "
|
||
"duplicates."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:170
|
||
msgid ":ref:`Import relation fields <export_import_data/relation-fields>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:172
|
||
msgid ""
|
||
"To recreate relationships between different records, the unique identifier "
|
||
"from the original application should be used to map it to the "
|
||
":guilabel:`External ID` (ID) column in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:175
|
||
msgid ""
|
||
"When another record is imported that links to the first one, use **XXX/ID** "
|
||
"(XXX/External ID) for the original unique identifier. This record can also "
|
||
"be found using its name."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:179
|
||
msgid ""
|
||
"It should be noted that there will be a conflict if two or more records have"
|
||
" the same name."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:181
|
||
msgid ""
|
||
"The :guilabel:`External ID` (ID) can also be used to update the original "
|
||
"import, if modified data needs to be re-imported later, therefore, it is a "
|
||
"good practice to specify it whenever possible."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:185
|
||
msgid "Field missing to map column"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:187
|
||
msgid ""
|
||
"Odoo heuristically tries to find the type of field for each column inside "
|
||
"the imported file, based on the first ten lines of the files."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:190
|
||
msgid ""
|
||
"For example, if there is a column only containing numbers, only the fields "
|
||
"with the *integer* type are presented as options."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:193
|
||
msgid ""
|
||
"While this behavior might be beneficial in most cases, it is also possible "
|
||
"that it could fail, or the column may be mapped to a field that is not "
|
||
"proposed by default."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:196
|
||
msgid ""
|
||
"If this happens, check the :guilabel:`Show fields of relation fields "
|
||
"(advanced) option`, then a complete list of fields becomes available for "
|
||
"each column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst-1
|
||
msgid "Searching for the field to match the tax column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:204
|
||
msgid "Change data import format"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:207
|
||
msgid ""
|
||
"Odoo can automatically detect if a column is a date, and tries 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 are not "
|
||
"recognizable. 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/essentials/export_import_data.rst:213
|
||
msgid ""
|
||
"When importing a :abbr:`CSV (Comma-separated Values)` file, Odoo provides "
|
||
":guilabel:`Formatting` options."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:216
|
||
msgid ""
|
||
"To view which date format Odoo has found from the file, check the "
|
||
":guilabel:`Date Format` that is shown when clicking on options under the "
|
||
"file selector. If this format is incorrect, change it to the preferred "
|
||
"format using *ISO 8601* to define the format."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:221
|
||
msgid ""
|
||
"*ISO 8601* is an international standard, covering the worldwide exchange, "
|
||
"along with the communication of date and time-related data. For example, the"
|
||
" date format should be `YYYY-MM-DD`. So, in the case of July 24th 1981, it "
|
||
"should be written as `1981-07-24`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:226
|
||
msgid ""
|
||
"When importing Excel files (`.xls`, `.xlsx`), consider using *date cells* to"
|
||
" store dates. This maintains locale date formats for display, regardless of "
|
||
"how the date is formatted in Odoo. When importing a :abbr:`CSV (Comma-"
|
||
"separated Values)` file, use Odoo's :guilabel:`Formatting` section to select"
|
||
" the date format columns to import."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:232
|
||
msgid "Import numbers with currency signs"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:234
|
||
msgid ""
|
||
"Odoo fully supports numbers with parenthesis to represent negative signs, as"
|
||
" well as numbers with currency signs attached to them. Odoo also "
|
||
"automatically detects which thousand/decimal separator is used. If a "
|
||
"currency symbol unknown to Odoo is used, it might not be recognized as a "
|
||
"number, and the import crashes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:240
|
||
msgid ""
|
||
"When importing a :abbr:`CSV (Comma-separated Values)` file, the "
|
||
":guilabel:`Formatting` menu appears on the left-hand column. Under these "
|
||
"options, the :guilabel:`Thousands Separator` can be changed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:244
|
||
msgid ""
|
||
"Examples of supported numbers (using 'thirty-two thousand' as the figure):"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:246
|
||
msgid "32.000,00"
|
||
msgstr "32.000,00"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:247
|
||
msgid "32000,00"
|
||
msgstr "32000,00"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:248
|
||
msgid "32,000.00"
|
||
msgstr "32,000.00"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:249
|
||
msgid "-32000.00"
|
||
msgstr "-32000.00"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:250
|
||
msgid "(32000.00)"
|
||
msgstr "(32000.00)"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:251
|
||
msgid "$ 32.000,00"
|
||
msgstr "$ 32.000,00"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:252
|
||
msgid "(32000.00 €)"
|
||
msgstr "(32000.00 €)"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:254
|
||
msgid "Example that will not work:"
|
||
msgstr "Приклад, який не буде працювати:"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:256
|
||
msgid "ABC 32.000,00"
|
||
msgstr "ABC 32.000,00"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:257
|
||
msgid "$ (32.000,00)"
|
||
msgstr "$ (32.000,00)"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:260
|
||
msgid ""
|
||
"A :guilabel:`() (parenthesis)` around the number indicates that the number "
|
||
"is a negative value. The currency symbol **must** be placed within the "
|
||
"parenthesis for Odoo to recognize it as a negative currency value."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:265
|
||
msgid "Import preview table not displayed correctly"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:267
|
||
msgid ""
|
||
"By default, the import preview is set on commas as field separators, and "
|
||
"quotation marks as text delimiters. If the :abbr:`CSV (Comma-separated "
|
||
"Values)` file does not have these settings, modify the "
|
||
":guilabel:`Formatting` options (displayed under the :guilabel:`Import` "
|
||
":abbr:`CSV (Comma-separated Values)` file bar after selecting the :abbr:`CSV"
|
||
" (Comma-separated Values)` file)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:273
|
||
msgid ""
|
||
"If the :abbr:`CSV (Comma-separated Values)` file has a tabulation as a "
|
||
"separator, Odoo does **not** detect the separations. The file format options"
|
||
" need to be modified in the spreadsheet application. See the following "
|
||
":ref:`Change CSV file format <export_import_data/change-csv>` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:281
|
||
msgid "Change CSV file format in spreadsheet application"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:283
|
||
msgid ""
|
||
"When editing and saving :abbr:`CSV (Comma-separated Values)` files in "
|
||
"spreadsheet applications, the computer's regional settings are applied for "
|
||
"the separator and delimiter. Odoo suggests using *OpenOffice* or "
|
||
"*LibreOffice*, as both applications allow modifications of all three options"
|
||
" (from *LibreOffice* application, go to :menuselection:`'Save As' dialog box"
|
||
" --> Check the box 'Edit filter settings' --> Save`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:289
|
||
msgid ""
|
||
"Microsoft Excel can modify the encoding when saving (:menuselection:`'Save "
|
||
"As' dialog box --> 'Tools' drop-down menu --> Encoding tab`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:293
|
||
msgid "Difference between Database ID and External ID"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:295
|
||
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 "
|
||
"such fields are imported, Odoo has to recreate links between the different "
|
||
"records. To help import such fields, Odoo provides three mechanisms."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:300
|
||
msgid "**Only one** mechanism should be used per field that is imported."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:302
|
||
msgid ""
|
||
"For example, to reference the country of a contact, Odoo proposes three "
|
||
"different fields to import:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:304
|
||
msgid ":guilabel:`Country`: the name or code of the country"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:305
|
||
msgid ""
|
||
":guilabel:`Country/Database ID`: the unique Odoo ID for a record, defined by"
|
||
" the ID PostgreSQL column"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:307
|
||
msgid ""
|
||
":guilabel:`Country/External ID`: the ID of this record referenced in another"
|
||
" application (or the `.XML` file that imported it)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:310
|
||
msgid ""
|
||
"For the country of Belgium, for example, use one of these three ways to "
|
||
"import:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:312
|
||
msgid ":guilabel:`Country`: `Belgium`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:313
|
||
msgid ":guilabel:`Country/Database ID`: `21`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:314
|
||
msgid ":guilabel:`Country/External ID`: `base.be`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:316
|
||
msgid ""
|
||
"According to the company's need, use one of these three ways to reference "
|
||
"records in relations. Here is an example when one or the other should be "
|
||
"used, according to the need:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:319
|
||
msgid ""
|
||
"Use :guilabel:`Country`: this is the easiest way when data comes from "
|
||
":abbr:`CSV (Comma-separated Values)` files that have been created manually."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:321
|
||
msgid ""
|
||
"Use :guilabel:`Country/Database ID`: this should rarely be used. It is "
|
||
"mostly used by developers as the main advantage is to never have conflicts "
|
||
"(there may be several records with the same name, but they always have a "
|
||
"unique Database ID)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:324
|
||
msgid ""
|
||
"Use :guilabel:`Country/External ID`: use *External ID* when importing data "
|
||
"from a third-party application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:327
|
||
msgid ""
|
||
"When *External IDs* are used, import :abbr:`CSV (Comma-separated Values)` "
|
||
"files with the :guilabel:`External ID` (ID) column defining the *External "
|
||
"ID* of each record that is imported. Then, a reference can be made to that "
|
||
"record with columns, like `Field/External ID`. The following two :abbr:`CSV "
|
||
"(Comma-separated Values)` files provide an example for products and their "
|
||
"categories."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:332
|
||
msgid ""
|
||
":download:`CSV file for categories "
|
||
"<export_import_data/External_id_3rd_party_application_product_categories.csv>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:334
|
||
msgid ""
|
||
":download:`CSV file for Products "
|
||
"<export_import_data/External_id_3rd_party_application_products.csv>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:340
|
||
msgid "Import relation fields"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:342
|
||
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, the records of the related object need to be imported first, from"
|
||
" their own list menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:346
|
||
msgid ""
|
||
"This can be achieved by using either the name of the related record, or its "
|
||
"ID, depending on the circumstances. 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/essentials/export_import_data.rst:351
|
||
msgid "Options for multiple matches on fields"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:353
|
||
msgid ""
|
||
"If, for example, there are two product categories with the child name "
|
||
"`Sellable` (e.g. `Misc. Products/Sellable` & `Other Products/Sellable`), the"
|
||
" validation is halted, but the data may still be imported. However, Odoo "
|
||
"recommends that the data is not imported because it will all be linked to "
|
||
"the first `Sellable` category found in the *Product Category* list (`Misc. "
|
||
"Products/Sellable`). Odoo, instead, recommends modifying one of the "
|
||
"duplicate's values, or the product category hierarchy."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:360
|
||
msgid ""
|
||
"However, if the company does not wish to change the configuration of product"
|
||
" categories, Odoo recommends making use of the *External ID* for this field,"
|
||
" 'Category'."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:364
|
||
msgid "Import many2many relationship fields"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:366
|
||
msgid ""
|
||
"The tags should be separated by a comma, without any spacing. For example, "
|
||
"if a customer needs to be linked to both tags: `Manufacturer` and `Retailer`"
|
||
" then 'Manufacturer,Retailer' needs to be encoded in the same column of the "
|
||
":abbr:`CSV (Comma-separated Values)` file."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:370
|
||
msgid ""
|
||
":download:`CSV file for Manufacturer, Retailer "
|
||
"<export_import_data/m2m_customers_tags.csv>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:373
|
||
msgid "Import one2many relationships"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:375
|
||
msgid ""
|
||
"If a company wants to import a sales order with several order lines, a "
|
||
"specific row **must** be reserved in the :abbr:`CSV (Comma-separated "
|
||
"Values)` file for each order line. The first order line is imported on the "
|
||
"same row as the information relative to order. Any additional lines need an "
|
||
"additional row that does not have any information in the fields relative to "
|
||
"the order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:380
|
||
msgid ""
|
||
"As an example, here is a :abbr:`CSV (Comma-separated Values)` file of some "
|
||
"quotations that can be imported, based on demo data:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:383
|
||
msgid ""
|
||
":download:`File for some Quotations "
|
||
"<export_import_data/purchase.order_functional_error_line_cant_adpat.csv>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:386
|
||
msgid ""
|
||
"The following :abbr:`CSV (Comma-separated Values)` file shows how to import "
|
||
"purchase orders with their respective purchase order lines:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:389
|
||
msgid ""
|
||
":download:`Purchase orders with their respective purchase order lines "
|
||
"<export_import_data/o2m_purchase_order_lines.csv>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:392
|
||
msgid ""
|
||
"The following :abbr:`CSV (Comma-separated Values)` file shows how to import "
|
||
"customers and their respective contacts:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:395
|
||
msgid ""
|
||
":download:`Customers and their respective contacts "
|
||
"<export_import_data/o2m_customers_contacts.csv>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:399
|
||
msgid "Import records several times"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:401
|
||
msgid ""
|
||
"If an imported file contains one of the columns: :guilabel:`External ID` or "
|
||
":guilabel:`Database ID`, records that have already been imported are "
|
||
"modified, instead of being created. This is extremely useful as it allows "
|
||
"users to import the same :abbr:`CSV (Comma-separated Values)` file several "
|
||
"times, while having made some changes in between two imports."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:406
|
||
msgid ""
|
||
"Odoo takes care of creating or modifying each record, depending if it is new"
|
||
" or not."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:408
|
||
msgid ""
|
||
"This feature allows a company to use the *Import/Export tool* in Odoo to "
|
||
"modify a batch of records in a spreadsheet application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:412
|
||
msgid "Value not provided for a specific field"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:414
|
||
msgid ""
|
||
"If all fields are not set in the CSV file, Odoo assigns the default value "
|
||
"for every non-defined field. But, if fields are set with empty values in the"
|
||
" :abbr:`CSV (Comma-separated Values)` file, Odoo sets the empty value in the"
|
||
" field, instead of assigning the default value."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:419
|
||
msgid "Export/import different tables from an SQL application to Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:421
|
||
msgid ""
|
||
"If data needs to be imported from different tables, relations need to be "
|
||
"recreated between records belonging to different tables. For instance, if "
|
||
"companies and people are imported, the link between each person and the "
|
||
"company they work for needs to be recreated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:425
|
||
msgid ""
|
||
"To manage relations between tables, use the `External ID` facilities of "
|
||
"Odoo. The `External ID` of a record is the unique identifier of this record "
|
||
"in another application. The `External ID` must be unique across all records "
|
||
"of all objects. It is 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/essentials/export_import_data.rst:430
|
||
msgid ""
|
||
"As an example, suppose there is an SQL database with two tables that are to "
|
||
"be imported: companies and people. Each person belongs to one company, so "
|
||
"the link between a person and the company they work for must be recreated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:434
|
||
msgid ""
|
||
"Test this example, with a :download:`sample of a PostgreSQL database "
|
||
"<export_import_data/database_import_test.sql>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:437
|
||
msgid ""
|
||
"First, export all companies and their *External ID*. In PSQL, write the "
|
||
"following command:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:443
|
||
msgid ""
|
||
"This SQL command creates the following :abbr:`CSV (Comma-separated Values)` "
|
||
"file:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:452
|
||
msgid ""
|
||
"To create the :abbr:`CSV (Comma-separated Values)` file for people linked to"
|
||
" companies, use the following SQL command in PSQL:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:459
|
||
msgid "It produces the following :abbr:`CSV (Comma-separated Values)` file:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:469
|
||
msgid ""
|
||
"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 people and companies is done using the *External ID* of the "
|
||
"companies. The *External ID* is prefixed by the name of the table to avoid a"
|
||
" conflict of ID between people and companies (`person_1` and `company_1`, "
|
||
"who shared the same ID 1 in the original database)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:475
|
||
msgid ""
|
||
"The two files produced are ready to be imported in Odoo without any "
|
||
"modifications. After having imported these two :abbr:`CSV (Comma-separated "
|
||
"Values)` files, there are four contacts and three companies (the first two "
|
||
"contacts are linked to the first company). Keep in mind to first import the "
|
||
"companies, and then the people."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:3
|
||
msgid "In-app purchases (IAP)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/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 "
|
||
"<https://iap.odoo.com/iap/all-in-app-services>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst-1
|
||
msgid "The IAP catalog with various services available on IAP.Odoo.com."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/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/essentials/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 <iap/buying_credits>` in order to keep using it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:25
|
||
msgid ""
|
||
"Enterprise Odoo users with a valid subscription get free credits to test IAP"
|
||
" features before deciding to purchase more credits for the database. This "
|
||
"includes demo/training databases, educational databases, and one-app-free "
|
||
"databases."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:32
|
||
msgid "IAP services"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:34
|
||
msgid ""
|
||
"|IAP| services are provided by Odoo, as well as third-parties, and have a "
|
||
"wide range of uses."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:36
|
||
msgid "The following |IAP| services are offered by Odoo:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:38
|
||
msgid ""
|
||
":guilabel:`Documents Digitization`: digitizes scanned or PDF vendor bills, "
|
||
"expenses, and resumes with OCR and AI."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:40
|
||
msgid ""
|
||
":guilabel:`Partner Autocomplete`: automatically populates contact records "
|
||
"with corporate data."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:41
|
||
msgid ""
|
||
":guilabel:`SMS`: sends SMS text messages to contacts directly from the "
|
||
"database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:42
|
||
msgid ""
|
||
":guilabel:`Lead Generation`: generates leads based on a set of criteria, and"
|
||
" converts web visitors into quality leads and opportunities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:44
|
||
msgid ""
|
||
":guilabel:`Snailmail`: sends customer invoices and follow-up reports by "
|
||
"post, worldwide."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:45
|
||
msgid ""
|
||
":guilabel:`Signer identification with itsme®️`: ask document signatories in "
|
||
"Odoo *Sign* to provide their identity using the *itsme®* identity platform, "
|
||
"which is available in Belgium and the Netherlands."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:49
|
||
msgid ""
|
||
"For more information on every service currently available (offered from "
|
||
"developers other than Odoo), visit the `Odoo IAP Catalog "
|
||
"<https://iap.odoo.com/iap/all-in-app-services>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:53
|
||
msgid "Use IAP services"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:55
|
||
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/essentials/in_app_purchase.rst:59
|
||
msgid ""
|
||
"The following flow focuses on the *SMS* |IAP| service being used from a "
|
||
"contact's record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:61
|
||
msgid ""
|
||
"This can be done by clicking the :guilabel:`📱 SMS` icon within the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst-1
|
||
msgid ""
|
||
"The SMS icon on a typical contact information form located within an Odoo "
|
||
"database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:67
|
||
msgid ""
|
||
"One way to utilize the *SMS* |IAP| service with Odoo is showcased in the "
|
||
"following steps:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:69
|
||
msgid ""
|
||
"First, 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/essentials/in_app_purchase.rst:73
|
||
msgid ""
|
||
"Next, find the :guilabel:`📱 SMS` icon that appears to the right of the "
|
||
":guilabel:`Phone` or :guilabel:`Mobile` fields. Click the :guilabel:`📱 SMS` "
|
||
"icon, and a :guilabel:`Send SMS Text Message` pop-up window appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:77
|
||
msgid ""
|
||
"Type a message in the :guilabel:`Message` field of the 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/essentials/in_app_purchase.rst:81
|
||
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/essentials/in_app_purchase.rst:86
|
||
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/essentials/in_app_purchase.rst:89
|
||
msgid ":doc:`Lead mining <../sales/crm/acquire_leads/lead_mining>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:90
|
||
msgid ""
|
||
":doc:`Enrich your contacts base with Partner Autocomplete "
|
||
"<../sales/crm/optimize/partner_autocomplete>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:92
|
||
msgid ""
|
||
":doc:`SMS essentials <../marketing/sms_marketing/essentials/sms_essentials>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:97
|
||
msgid "IAP credits"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:99
|
||
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 <in_app_purchase/low-credits>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:103
|
||
msgid ""
|
||
"Credits are purchased in *Packs* from the `Odoo IAP Catalog "
|
||
"<https://iap.odoo.com/iap/all-in-app-services>`_, and pricing is specific to"
|
||
" each service."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:107
|
||
msgid ""
|
||
"The `SMS service <https://iap.odoo.com/iap/in-app-services/1>`_ has four "
|
||
"packs available, in denominations of:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:110
|
||
msgid ":guilabel:`Starter Pack`: 10 credits"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:111
|
||
msgid ":guilabel:`Standard Pack`: 100 credits"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:112
|
||
msgid ":guilabel:`Advanced Pack`: 500 credits"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:113
|
||
msgid ":guilabel:`Expert Pack`: 1,000 credits"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst-1
|
||
msgid "Four different packs of credits for the SMS IAP service."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:119
|
||
msgid ""
|
||
"The number of credits consumed depends on the length of the SMS and the "
|
||
"country of destination."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:121
|
||
msgid ""
|
||
"For more information, refer to the :doc:`SMS Pricing and FAQ "
|
||
"<../marketing/sms_marketing/pricing/pricing_and_faq>` documentation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:127
|
||
msgid "Buy credits"
|
||
msgstr "Купіть кредити"
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:129
|
||
msgid ""
|
||
"If there are not enough credits to perform a task, the database "
|
||
"automatically prompts the purchase of more credits."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:132
|
||
msgid ""
|
||
"Users can check the current balance of credits for each service, and "
|
||
"manually purchase more credits, by navigating to the "
|
||
":menuselection:`Settings app --> Contacts section`, and beneath the "
|
||
":guilabel:`Odoo IAP` setting, click :guilabel:`View My Services`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:136
|
||
msgid ""
|
||
"Doing so reveals an :guilabel:`IAP Service` 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/essentials/in_app_purchase.rst:141
|
||
msgid "Manually buy credits"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:143
|
||
msgid "To manually buy credits in Odoo, follow these steps:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:145
|
||
msgid ""
|
||
"First, go to the :menuselection:`Settings application` and type `IAP` in the"
|
||
" :guilabel:`Search...` bar. Alternatively users can scroll down to the "
|
||
":guilabel:`Contacts` section. Under the :guilabel:`Contacts` section, where "
|
||
"it says :guilabel:`Odoo IAP`, click :guilabel:`View My Services`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst-1
|
||
msgid ""
|
||
"The Settings app showing the Odoo IAP heading and View My Services button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:154
|
||
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/essentials/in_app_purchase.rst:158
|
||
msgid ""
|
||
"On the :guilabel:`Account Information` page, click the :guilabel:`Buy "
|
||
"Credit` button. 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/essentials/in_app_purchase.rst-1
|
||
msgid ""
|
||
"The SMS service page on IAP.Odoo.com with four packs of credits available "
|
||
"for purchase."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:167
|
||
msgid ""
|
||
"Once the transaction is complete, the credits are available for use in the "
|
||
"database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:172
|
||
msgid "Low-credit notification"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:174
|
||
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/essentials/in_app_purchase.rst:177
|
||
msgid ""
|
||
"Go to the :menuselection:`Settings application`, and type `IAP` in the "
|
||
":guilabel:`Search...` bar. Under the :guilabel:`Contacts` section, where it "
|
||
"says :guilabel:`Odoo IAP`, click :guilabel:`View My Services`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:181
|
||
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/essentials/in_app_purchase.rst:184
|
||
msgid ""
|
||
"On the :guilabel:`Account Information` page, tick the :guilabel:`Warn Me` "
|
||
"checkbox. Doing so reveals two fields on the form: :guilabel:`Threshold` and"
|
||
" :guilabel:`Warning Email`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:187
|
||
msgid ""
|
||
"In the :guilabel:`Threshold` field, enter an amount of credits Odoo should "
|
||
"use as the minimum threshold for this service. In the :guilabel:`Warning "
|
||
"Email` field, enter the email address that receives the notification."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/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/essentials/reporting.rst:3
|
||
msgid "Reporting"
|
||
msgstr "Звітність"
|
||
|
||
#: ../../content/applications/essentials/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/essentials/reporting.rst:11
|
||
msgid "Selecting a view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/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/essentials/reporting.rst:20
|
||
msgid "Graph view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:22
|
||
msgid ""
|
||
"The :ref:`graph view <reporting/using-graph>` 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/essentials/reporting.rst-1
|
||
msgid "Selecting the graph view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:33
|
||
msgid "Pivot view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:35
|
||
msgid ""
|
||
"The :ref:`pivot view <reporting/using-pivot>` 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/essentials/reporting.rst-1
|
||
msgid "Selecting the pivot view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:45
|
||
msgid "Choosing measures"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:47
|
||
msgid ""
|
||
"After selecting a view, you should ensure only the relevant records are "
|
||
":doc:`filtered <search>`. 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/essentials/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 "
|
||
"<studio/fields/simple-fields/integer>`, :ref:`decimal <studio/fields/simple-"
|
||
"fields/decimal>`, :ref:`monetary <studio/fields/simple-fields/monetary>`) "
|
||
"can be measured. In addition, the :guilabel:`Count` option is used to count "
|
||
"the total number of filtered records."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:58
|
||
msgid ""
|
||
"After choosing what you want to measure, you can define how the data should "
|
||
"be :ref:`grouped <search/group>` 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/essentials/reporting.rst:63
|
||
msgid ""
|
||
"When you filter a single time period, the option to compare it against "
|
||
"another one appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:0
|
||
msgid "Using the comparison option"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:72
|
||
msgid "Select measures"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/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/essentials/reporting.rst:0
|
||
msgid "Selecting different measures on the Sales Analysis report"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:81
|
||
msgid "Group measures"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/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/essentials/reporting.rst:0
|
||
msgid "Adding a group on the Sales Analysis report"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:92
|
||
msgid "Using the pivot view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/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/essentials/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/essentials/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/essentials/reporting.rst:0
|
||
msgid "Adding multiple groups on the Sales Analysis report"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:112
|
||
msgid ""
|
||
"Switch the rows and columns' groups by clicking the flip axis button "
|
||
"(:guilabel:`⇄`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:113
|
||
msgid ""
|
||
"Click on a measure's label to sort the values by ascending (⏶) or descending"
|
||
" (⏷) order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:114
|
||
msgid ""
|
||
"Download a `.xlsx` version of the pivot by clicking the download button "
|
||
"(:guilabel:`⭳`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:119
|
||
msgid "Using the graph view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:121
|
||
msgid "Three graphs are available: the bar, line, and pie charts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/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/essentials/reporting.rst:126
|
||
msgid ""
|
||
"**Line charts** are useful to show changing time series and trends over "
|
||
"time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/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/essentials/reporting.rst:133
|
||
msgid "Bar chart"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:0
|
||
msgid "Viewing the Sales Analysis report as a bar chart"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:138
|
||
msgid "Line chart"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:0
|
||
msgid "Viewing the Sales Analysis report as a line chart"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:143
|
||
msgid "Pie chart"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:0
|
||
msgid "Viewing the Sales Analysis report as a pie chart"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/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/essentials/reporting.rst:154
|
||
msgid "Stacked bar chart"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:0
|
||
msgid "Stacked bar chart example"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:159
|
||
msgid "Regular bar chart"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:0
|
||
msgid "Non-stacked bar chart example"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:164
|
||
msgid "Stacked line chart"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:0
|
||
msgid "Stacked line chart example"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:169
|
||
#: ../../content/applications/essentials/reporting.rst:184
|
||
msgid "Regular line chart"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:0
|
||
msgid "Non-stacked line chart example"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/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/essentials/reporting.rst:179
|
||
msgid "Cumulative line chart"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:0
|
||
msgid "Cumulative line chart example"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:0
|
||
msgid "Regular line chart example"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:3
|
||
msgid "Search, filter, and group records"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:5
|
||
msgid ""
|
||
"Odoo allows for the searching, filtering, and grouping of records in a view "
|
||
"to display only the most relevant records. The search bar is located at the "
|
||
"top of the view, start typing to :ref:`search for values <search/values>`, "
|
||
"or click the :guilabel:`🔽 (down arrow)` icon to access the :ref:`Filter "
|
||
"<search/filters>`, :ref:`Group By <search/group>`, and :ref:`Favorites "
|
||
"<search/favorites>` drop-down menus."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:14
|
||
msgid "Search for values"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:16
|
||
msgid ""
|
||
"Use the search field to quickly look for specific values, and add them as a "
|
||
"filter. Type the value to search for, and select the desired option from the"
|
||
" drop-down menu to apply the search filter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:20
|
||
msgid ""
|
||
"Instead of adding a :ref:`custom filter <search/custom-filters>` to select "
|
||
"records where *Mitchell Admin* is the salesperson on the *Sales Analysis* "
|
||
"report (:menuselection:`Sales app --> Reporting --> Sales`), search for "
|
||
"`Mitch`, and click the :guilabel:`⏵ (right arrow)` next to :guilabel:`Search"
|
||
" Salesperson for: Mitch`, and select :guilabel:`Mitchell Admin`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:0
|
||
msgid "Searching for a specific value on the Sales Analysis report"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:30
|
||
msgid ""
|
||
"Using the search field is equivalent to using the *contains* operator when "
|
||
"adding a :ref:`custom filter <search/custom-filters>`. If a partial value is"
|
||
" entered, and the desired field is directly selected (without selecting the "
|
||
":guilabel:`⏵ (right arrow)`), *all* records containing the typed characters "
|
||
"for the selected field are included."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:38
|
||
msgid "Filters"
|
||
msgstr "Фільтри"
|
||
|
||
#: ../../content/applications/essentials/search.rst:40
|
||
msgid ""
|
||
"Filters are used to select records that meet specific criteria. The default "
|
||
"selection of records is specific to each view, but can be modified by "
|
||
"selecting one (or several) :ref:`preconfigured filters "
|
||
"<search/preconfigured-filters>`, or by adding a :ref:`custom filter "
|
||
"<search/custom-filters>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:47
|
||
msgid "Preconfigured filters"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:49
|
||
msgid ""
|
||
"Modify the default selection of records by clicking the :guilabel:`🔽 (down "
|
||
"arrow)` icon from the search bar, and selecting one (or several) "
|
||
"*preconfigured filters* from the :guilabel:`Filters` drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:54
|
||
msgid ""
|
||
"On the *Sales Analysis* report (:menuselection:`Sales app --> Reporting --> "
|
||
"Sales`), only records that are at the *sales order* stage, with an *order "
|
||
"date* within the last 365 days, are selected by default."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:58
|
||
msgid ""
|
||
"To also include records at the *quotation* stage, select "
|
||
":guilabel:`Quotations` from the :guilabel:`Filters`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:61
|
||
msgid ""
|
||
"Furthermore, to *only* include sales order and quotation records from a "
|
||
"specific year, like 2024, for example, first remove the existing `Order "
|
||
"Date: Last 365 Days` filter, by clicking the :guilabel:`❌ (remove)` icon, "
|
||
"then select :menuselection:`Order Date --> 2024`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:0
|
||
msgid "Using preconfigured filters on the Sales Analysis report"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:70
|
||
msgid ""
|
||
"The preconfigured :guilabel:`Filters` are grouped, and each group is "
|
||
"separated by a horizontal line. Selecting preconfigured filters from the "
|
||
"same group allows records to match *any* of the applied conditions. However,"
|
||
" selecting filters from different groups requires records to match *all* of "
|
||
"the applied conditions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:78
|
||
msgid "Custom filters"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:80
|
||
msgid ""
|
||
"If the :ref:`preconfigured filters <search/preconfigured-filters>` are not "
|
||
"specific enough, add a custom filter. To do so, click the :guilabel:`🔽 (down"
|
||
" arrow)` icon in the search bar, then select :menuselection:`Filters --> Add"
|
||
" Custom Filter`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:84
|
||
msgid ""
|
||
"The :guilabel:`Add Custom Filter` pop-up window displays the matching "
|
||
"option, filter rule, and a toggle to :guilabel:`Include archived` records."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst-1
|
||
msgid "The Add Custom Filter pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:91
|
||
msgid ""
|
||
"The default matching configuration is to :guilabel:`Match any of the "
|
||
"following rules`, indicating that each filter rule is applied independently."
|
||
" To change the matching configuration to :guilabel:`Match all of the "
|
||
"following rules`, at least two filter rules must be added to the custom "
|
||
"filter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:96
|
||
msgid ""
|
||
":guilabel:`Match all 🔽 of the following rules`: **all** of the filter rules "
|
||
"must be met. Logically, this is an *AND* (`&`) operation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:98
|
||
msgid ""
|
||
":guilabel:`Match any 🔽 of the following rules`: **any** of the filter rules "
|
||
"can be met. Logically, this is an *OR* (`|`) operation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:101
|
||
msgid ""
|
||
"By default, a single filter rule is added to the custom filter. The "
|
||
"following describes the structure of a filter rule:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:104
|
||
msgid ""
|
||
"The first inline field is the *field name* to filter by. Some fields have "
|
||
"refined parameters that are nested within another field. These fields have "
|
||
"an :guilabel:`> (arrow)` icon beside them, which can be selected to reveal "
|
||
"the nested fields."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:107
|
||
msgid ""
|
||
"The second inline field is the conditional *operator* used to compare the "
|
||
"field name to the value. The :ref:`available conditional operators "
|
||
"<reference/orm/domains>` are specific to the field's data type."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:110
|
||
msgid ""
|
||
"The third inline field is the variable *value* of the field name. The value "
|
||
"input may appear as a drop-down menu, a text input, a number input, a "
|
||
"date/time input, a boolean selector, or it may be blank, depending on the "
|
||
"operator used and the field's data type."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:114
|
||
msgid ""
|
||
"Three inline buttons are also available to the right of the rule's filter "
|
||
"criteria:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:116
|
||
msgid ":guilabel:`➕ (plus sign)`: adds a new rule below the existing rule."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:117
|
||
msgid ""
|
||
":guilabel:`(Add branch)`: adds a new group of rules below the existing rule,"
|
||
" with the :guilabel:`any` and :guilabel:`all` matching options available to "
|
||
"define how each rule within this branch is applied to the filter. If the "
|
||
"matching option is set to the same as the parent group, the fields are moved"
|
||
" to join the parent group."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:123
|
||
msgid ""
|
||
"If the matching option is set to :guilabel:`Match all 🔽 of the following "
|
||
"rules`, and a new branch is added with its matching option changed from "
|
||
":guilabel:`any 🔽 of` to :guilabel:`all 🔽 of`, the newly-added branch "
|
||
"disappears, and its group of rules are moved to the parent group."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:128
|
||
msgid ""
|
||
":guilabel:`🗑️ (garbage can)`: deletes the node. If a branch node is deleted,"
|
||
" all children of that node are deleted, as well."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:131
|
||
msgid ""
|
||
"A new filter rule can be added to the custom filter by clicking the "
|
||
":guilabel:`New Rule` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:133
|
||
msgid ""
|
||
"Once the filter criteria are defined, click :guilabel:`Add` to add the "
|
||
"custom filter to the view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:136
|
||
msgid ""
|
||
"To target all leads and opportunities from the :menuselection:`CRM` app that"
|
||
" are in the *Won* stage, and have an expected revenue greater than $1,000, "
|
||
"the following should be entered:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:139
|
||
msgid ":guilabel:`Match all 🔽 (down arrow) of the following rules:`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:141
|
||
msgid ":guilabel:`Stage` :guilabel:`is in` :guilabel:`Won`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:142
|
||
msgid ":guilabel:`Expected Revenue` :guilabel:`>` `1,000`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:143
|
||
msgid ":guilabel:`any 🔽 (down arrow)` :guilabel:`of:`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:145
|
||
msgid ":guilabel:`Type` :guilabel:`=` :guilabel:`Lead`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:146
|
||
msgid ":guilabel:`Type` :guilabel:`=` :guilabel:`Opportunity`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:0
|
||
msgid "Adding a custom filter to filter specific records in CRM."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:153
|
||
msgid ""
|
||
"Activate :ref:`developer-mode` to reveal each field's technical name and "
|
||
"data type, as well as the :guilabel:`# Code editor` text area below the "
|
||
"filter rules, to view and edit the domain manually."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:160
|
||
msgid "Group records"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:162
|
||
msgid ""
|
||
"The display of records in a view can be clustered together, according to one"
|
||
" of the *preconfigured groups*. To do so, click the :guilabel:`🔽 (down "
|
||
"arrow)` icon in the search bar, then select one of the :guilabel:`Group By` "
|
||
"options from the drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:167
|
||
msgid ""
|
||
"To group the records by salesperson on the *Sales Analysis* report "
|
||
"(:menuselection:`Sales app --> Reporting --> Sales`), click the "
|
||
":guilabel:`Salesperson` option from the :guilabel:`Group By` drop-down menu."
|
||
" The view changes to group the records by salesperson, without filtering out"
|
||
" any records."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:0
|
||
msgid "Grouping records on the Sales Analysis report"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:176
|
||
msgid ""
|
||
"It is possible to *customize groups* by using a field present on the model. "
|
||
"To do so, click :menuselection:`Add Custom Group`, and select a field from "
|
||
"the drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:180
|
||
msgid ""
|
||
"Several groups can be used at the same time. The first group that is "
|
||
"selected is the main cluster, the next one that is added further divides the"
|
||
" main group's categories, and so on. Furthermore, filters and groups can be "
|
||
"used together to refine the view even more."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:187
|
||
msgid "Favorites"
|
||
msgstr "Закладки"
|
||
|
||
#: ../../content/applications/essentials/search.rst:189
|
||
msgid ""
|
||
"Favorites are a way to save a specific search for future use, or as the new "
|
||
"default filter for the view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:192
|
||
msgid ""
|
||
"To save the current view as a favorite, click the :guilabel:`🔽 (down arrow)`"
|
||
" icon in the search bar, then select the :guilabel:`Save current search` "
|
||
"drop-down menu to display the following options:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:196
|
||
msgid "Filter name: name of the favorited search."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:197
|
||
msgid ""
|
||
":guilabel:`Default filter`: sets the favorited search as the default filter "
|
||
"for the view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:198
|
||
msgid ""
|
||
":guilabel:`Shared`: makes the favorited search available to all users. By "
|
||
"default, the favorited search is only available to the user who created it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:201
|
||
msgid ""
|
||
"Once the options are set, click :guilabel:`Save` to save the favorited "
|
||
"search."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst-1
|
||
msgid "Saving a favorite search on the Sales Analysis report"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:207
|
||
msgid ""
|
||
"Saved favorites can be accessed by clicking the :guilabel:`🔽 (down arrow)` "
|
||
"icon in the search bar, then selecting the saved filter in the "
|
||
":guilabel:`Favorites` drop-down menu. To remove a saved favorite, click the "
|
||
":guilabel:`🗑️ (garbage can)` icon next to the favorited search."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/search.rst:212
|
||
msgid ""
|
||
"To view *all* favorited searches, first activate :ref:`developer-mode`, and "
|
||
"navigate to :menuselection:`Settings app --> Technical --> User Interface: "
|
||
"User-defined Filters`. From here, all favorited searches can be viewed, "
|
||
"edited, archived, or deleted."
|
||
msgstr ""
|