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documentation/locale/sources/productivity.pot
Tiffany Chang (tic) ee34727c4d [I18N] *: export latest terms + add missing resources 
This commit does 2 things:

- exports the latest terms to be translated
- adds missing pot files + adds them to be translated on transifex
  (essentials, hr, and studio)

closes 

Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
2024-03-21 13:34:00 +00:00

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# SOME DESCRIPTIVE TITLE.
# Copyright (C) Odoo S.A.
# This file is distributed under the same license as the Odoo package.
# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
#
#, fuzzy
msgid ""
msgstr ""
"Project-Id-Version: Odoo 15.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2024-03-20 10:19+0000\n"
"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
"Language-Team: LANGUAGE <LL@li.org>\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: 8bit\n"
#: ../../content/applications/productivity.rst:5
msgid "Productivity"
msgstr ""
#: ../../content/applications/productivity/calendar.rst:5
msgid "Calendar"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:3
msgid "Synchronize Google calendar with Odoo"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:5
msgid "Synchronize Google Calendar with Odoo to see and manage meetings from both platforms (updates go in both directions). This integration helps organize schedules, so a meeting is never missed."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:9
msgid ":doc:`/applications/general/users/google`"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:10
msgid ":doc:`/applications/general/email_communication/google_oauth`"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:13
msgid "Setup in Google"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:16
msgid "Select (or create) a project"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:18
msgid "Create a new Google API project and enable the Google Calendar API. First, go to the `Google API Console <https://console.developers.google.com>`_ and log into the Google account."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:22
msgid "If this is the first time visiting this page, Google will prompt the user to enter a country and agree to the Terms of Service. Select a country from the drop-down list and agree to the :abbr:`ToS (Terms of Service)`."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:26
msgid "Next, click :guilabel:`Select a project` and select (or create) an API project to configure OAuth in, and store credentials. Click :guilabel:`New Project`."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:-1
msgid "Create a new API project to store credentials."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:34
msgid "Give the API Project a clear name, like \"Odoo Sync\", so it can be easily identified."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:37
msgid "Enable Google calendar API"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:39
msgid "Now, click on :guilabel:`Enabled APIs and Services` in the left menu. Select :guilabel:`Enabled APIs and Services` again if the :guilabel:`Search bar` doesn't appear."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:-1
msgid "Enable APIs and Services on the API Project."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:46
msgid "After that, search for `Google Calendar API` using the search bar and select :guilabel:`Google Calendar API` from the search results. Click :guilabel:`Enable`."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:-1
msgid "Enable the Google Calendar API."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:54
msgid "OAuth consent screen"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:56
msgid "Now that the API project has been created, OAuth should be configured. To do that, click on :guilabel:`OAuth consent` in the left menu and then select the :guilabel:`User Type`."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:60
msgid "*Personal* Gmail Accounts are only allowed to be **External** User Type, which means Google may require an approval, or for *Scopes* to be added on. However, using a *Google WorkSpace* account allows for **Internal** User Type to be used."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:64
msgid "Note, as well, that while the API connection is in the *External* testing mode, then no approval is necessary from Google. User limits in this testing mode is set to 100 users."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:67
msgid "In the second step, :guilabel:`OAuth Consent Screen`, type `Odoo` in the :guilabel:`App name` field, select the email address for the :guilabel:`User support email` field, and type the email address for the :guilabel:`Developer contact information` section. Then, click :guilabel:`Save and Continue`."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:72
msgid "Skip the third step, :menuselection:`Scopes`, by clicking :guilabel:`Save and Continue`."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:74
msgid "Next, if continuing in testing mode (External), add the email addresses being configured under the :guilabel:`Test users` step, by clicking on :guilabel:`Add Users`, and then the :guilabel:`Save and Continue` button. A summary of the app registration appears."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:78
msgid "Finally, scroll to the bottom, and click on :guilabel:`Back to Dashboard`."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:80
msgid "Now, the OAuth consent has been configured, and it's time to create credentials."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:83
msgid "Create credentials"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:85
msgid "The *Client ID* and the *Client Secret* are both needed to connect Google Calendar to Odoo. This is the last step in the Google console. Begin by clicking :guilabel:`Credentials` in the left menu. Then, click :guilabel:`Create Credentials`, and select :guilabel:`OAuth client ID`, Google will open a guide to create credentials."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:90
msgid "Under :menuselection:`Create OAuth Client ID`, select :guilabel:`Website application` for the :guilabel:`Application Type` field, and type `My Odoo Database` for the :guilabel:`Name`."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:93
msgid "Under the :guilabel:`Authorized JavaScript Origins` section, click :guilabel:`+ Add URI` and type the company's Odoo full :abbr:`URL (Uniform Resource Locator)` address."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:95
msgid "Under the :guilabel:`Authorized redirect URIs` section, click :guilabel:`+ Add URI` and type the company's Odoo :abbr:`URL (Uniform Resource Locator)` address followed by `/google_account/authentication`. Finally, click :guilabel:`Create`."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:-1
msgid "Add the authorized JavaScript origins and the authorized redirect URIs."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:103
msgid "A :guilabel:`Client ID` and :guilabel:`Client Secret` will appear, copy these to a notepad."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:106
msgid "Setup in Odoo"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:108
msgid "Once the *Client ID* and the *Client Secret* are located, open the Odoo database and go to :menuselection:`Settings --> General Settings --> Integrations --> Google Calendar`. Check the box next to :guilabel:`Google Calendar`."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:-1
msgid "The Google Calendar checkbox in General Settings."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:116
msgid "Next, copy and paste the *Client ID* and the *Client Secret* from the Google Calendar API credentials page into their respective fields below the :guilabel:`Google Calendar` checkbox. Then, click :guilabel:`Save`."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:121
msgid "Sync calendar in Odoo"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:123
msgid "Finally, open the :menuselection:`Calendar` app in Odoo and click on the :guilabel:`Google` sync button to sync Google Calendar with Odoo."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:-1
msgid "Click the Google sync button in Odoo Calendar to sync Google Calendar with Odoo."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:131
msgid "When syncing Google Calendar with Odoo for the first time, the page will redirect to the Google Account. From there, select the :guilabel:`Email Account` that should have access, then select :guilabel:`Continue` (should the app be unverifed), and finally select :guilabel:`Continue` (to give permission for the transfer of data)`."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:-1
msgid "Give Odoo permission to access Google Calendar."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:140
msgid "Now, Odoo Calendar is successfully synced with Google Calendar!"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:143
msgid "Odoo highly recommends testing the Google calendar synchronization on a test database and a test email address (that is not used for any other purpose) before attempting to sync the desired Google Calendar with the user's production database."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:147
msgid "Once a user synchronizes their Google calendar with the Odoo calendar:"
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:149
msgid "Creating an event in Odoo causes Google to send an invitation to all event attendees."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:150
msgid "Deleting an event in Odoo causes Google to send a cancellation to all event attendees."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:151
msgid "Adding a contact to an event causes Google to send an invitation to all event attendees."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:152
msgid "Removing a contact from an event causes Google to send a cancellation to all event attendees."
msgstr ""
#: ../../content/applications/productivity/calendar/google.rst:154
msgid "Events can be created in Google Calendar without sending a notification by selecting :guilabel:`Don't Send` when prompted to send invitation emails."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:3
msgid "Outlook Calendar synchronization"
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:5
msgid "Synchronizing a user's Outlook Calendar with Odoo is useful for keeping track of their tasks and appointments across all related applications."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:9
msgid ":doc:`/applications/general/users/azure`"
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:10
msgid ":doc:`/applications/general/email_communication/azure_oauth`"
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:13
msgid "Register the application with Microsoft Azure"
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:15
msgid "To sync the Outlook Calendar with Odoo's Calendar, a Microsoft Azure account is needed. Creating an account is free for users who have never tried or paid for Azure. For more information, `click here <https://azure.microsoft.com/en-us/free/?WT.mc_id=A261C142F>`_."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:19
msgid "Refer to `Microsoft's documentation <https://docs.microsoft.com/en-us/azure/active-directory/ develop/quickstart-create-new-tenant>`_ on how to set up an Microsoft Entra ID (formally called *Microsoft Azure Active Directory (Azure AD)*), which is a representation of an organization to manage and register apps."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:24
msgid "Then, `Register an Application <https://docs.microsoft.com/en-us/azure/active-directory/develop/ quickstart-register-app>`_, choosing the appropriate :guilabel:`Supported account type`. Users who wish to connect their Outlook calendar to Odoo should select the :guilabel:`Accounts in any organizational directory (Any Microsoft Entra ID directory - Multitenant) and personal Microsoft accounts (e.g. Skype, Xbox)` option for :guilabel:`Supported account types`."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:30
msgid "When configuring the :guilabel:`Redirect URI`, choose :guilabel:`Web` and copy the Odoo database URI (URL) followed by `/microsoft_account/authentication`."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:34
msgid "Enter `https://www.companyname.odoo.com/microsoft_account/authentication` for the :guilabel:`Redirect URI`."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:-1
msgid "The \"Supported account type\" and \"Redirect URI\" settings in the Microsoft Entra ID portal."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:41
msgid "For more information on the restrictions and limitations of URIs, `check this page <https://docs. microsoft.com/en-us/azure/active-directory/develop/reply-url>`_."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:44
msgid "Regarding the application credentials, the user *must* add a client secret, which allows Odoo to authenticate itself, requiring no interaction from the user's side. :guilabel:`Certificates` are optional."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:48
msgid "To do add a client secret, click :guilabel:`Add a certificate or secret` and then click :guilabel:`New client secret`. Next, type a :guilabel:`Description` and select when the client secret :guilabel:`Expires`."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:52
msgid "Since resetting the synchronization can be tricky, Odoo recommends setting the maximum allowed expiration date for the client secret (24 months), so there is no need to re-synchronize soon. Finally, click :guilabel:`Add` to generate the client secret (:guilabel:`Secret ID`)."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:57
msgid "Configuration in Odoo"
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:59
msgid "In the Odoo database, go to :menuselection:`Settings --> General Settings --> Integrations` and activate the :guilabel:`Outlook Calendar` setting."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:-1
msgid "The \"Outlook Calendar\" setting activated in Odoo."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:66
msgid "From the Microsoft Azure portal, under the :guilabel:`Overview` section of the application, copy the :guilabel:`Application (Client) ID`, and paste it into the :guilabel:`Client ID` field in Odoo."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:-1
msgid "The \"Client ID\" in the Microsoft Azure portal."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:73
msgid "In the Microsoft Azure portal, under the :guilabel:`Certificates & secrets` section, copy the :guilabel:`Client Secret Value` and paste it into the :guilabel:`Client Secret` field in Odoo."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:-1
msgid "The \"Client Secret\" token to be copied from Microsoft to Odoo."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:80
msgid "Finally, on the Odoo :menuselection:`Settings --> General Settings` page, click :guilabel:`Save`."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:85
msgid "Sync with Outlook"
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:89
msgid "Odoo highly recommends testing the Outlook calendar synchronization on a test database and a test email address (that is not used for any other purpose) before attempting to sync the desired Outlook Calendar with the user's production database."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:93
msgid "If the user has any past, present, or future events on their Odoo calendar before syncing their Outlook calendar, Outlook will treat the events pulled from Odoo's calendar during the sync as new events, causing an email notification to be sent from Outlook to all the event attendees."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:97
msgid "To avoid unwanted emails being sent to all past, present, and future event attendees, the user must add the events from the Odoo calendar to the Outlook calendar before the first ever sync, delete the events from Odoo, and then start the sync."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:101
msgid "Even after synchronizing the Odoo Calendar with the Outlook calendar, Outlook will still send a notification to all event participants every time an event is edited (created, deleted, unarchived, or event date/time changed), with no exceptions. This is a limitation that cannot be fixed from Odoo's side."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:106
msgid "In summary, once a user synchronizes their Outlook calendar with the Odoo calendar:"
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:108
msgid "Creating an event in Odoo causes Outlook to send an invitation to all event attendees."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:109
msgid "Deleting an event in Odoo causes Outlook to send a cancellation to all event attendees."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:110
msgid "Unarchiving an event in Odoo causes Outlook to send an invitation to all event attendees."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:111
msgid "Archiving an event in Odoo causes Outlook to send a cancellation to all event attendees."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:112
msgid "Adding a contact to an event causes Outlook to send an invitation to all event attendees."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:113
msgid "Removing a contact from an event causes Outlook to send a cancellation to all event attendees."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:116
msgid "Sync Odoo Calendar and Outlook"
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:118
msgid "In the Odoo database, go to the :guilabel:`Calendar` module and click the :guilabel:`Outlook` sync button. The page will redirect to a Microsoft login page, and the user is asked to log in to their account, if they are not already, and grant the required permissions."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:-1
msgid "The \"Outlook\" sync button in Odoo Calendar."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:126
msgid "The synchronization is a two-way process, meaning that events are reconciled in both accounts (Outlook and Odoo)."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:130
msgid "All users that want to use the synchronization simply need to :ref:`sync their calendar with Outlook <outlook/sync>`. The configuration of Microsoft's Azure account is only done once, as Microsoft Entra ID tenants' Client IDs and Client Secrets are unique, and represent an organization that helps the user to manage a specific instance of Microsoft cloud services for their internal and external users."
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:137
msgid ":doc:`/applications/general/integrations/mail_plugins/outlook`"
msgstr ""
#: ../../content/applications/productivity/calendar/outlook.rst:138
msgid ":doc:`google`"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:6
msgid "Discuss"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:8
msgid "Odoo *Discuss* is an internal communication app that allows users to connect through messages, notes, and file sharing, either through a persistent chat window that works across applications, or through the dedicated *Discuss* dashboard."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:15
msgid "Choose notifications preference"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:17
msgid "Access user-specific preferences for the *Discuss* app by navigating to :menuselection:`Settings app --> Users --> User --> Preferences tab`."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:-1
msgid "View of the Preferences tab for Odoo Discuss."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:23
msgid "By default, the :guilabel:`Notification` field is set as :guilabel:`Handle by Emails`. With this setting enabled, a notification email will be sent by Odoo every time a message is sent from the chatter, a note is sent with an `@` mention (from chatter), or a notification is sent for a record that the user follows. Something that triggers a notification is changing of the stage (if an email\\ is configured to be sent, for example if the task is set to :guilabel:`Done`)."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:29
msgid "By choosing :guilabel:`Handle in Odoo`, the above notifications are shown in the *Discuss* app's *inbox*. Messages can have the following actions taken on them: respond with an emoji by clicking :guilabel:`Add a Reaction`, or reply to the message by clicking on :guilabel:`Reply`. Additional actions may include starring the message by clicking :guilabel:`Marked as Todo`, or pinning the message by selecting :guilabel:`Pin` or even mark the message as unread by selecting :guilabel:`Marked as unread`."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:-1
msgid "View of an inbox message and its action options in Odoo Discuss."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:39
msgid "Clicking :guilabel:`Mark as Todo` on a message causes it to appear on the :guilabel:`Starred` page, while clicking :guilabel:`Mark as Read` moves the message to :guilabel:`History`."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:-1
msgid "View of messages marked as todo in Odoo Discuss."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:46
msgid "Start chatting"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:48
msgid "The first time a user logs in to their account, OdooBot sends a message asking for permission to send desktop notifications for chats. If accepted, the user will receive push notifications on their desktop for the messages they receive, regardless of where the user is in Odoo."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:-1
msgid "View of the messages under the messaging menu emphasizing the request for push\n"
"notifications for Odoo Discuss."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:57
msgid "To stop receiving desktop notifications, reset the notifications settings of the browser."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:59
msgid "To start a chat, go to the :menuselection:`Discuss` app and click on the :guilabel:`+ (plus)` icon next to :guilabel:`Direct Messages` or :guilabel:`Channels` in the left menu of the dashboard."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:-1
msgid "View of Discuss's panel emphasizing the titles channels and direct messages in Odoo\n"
"Discuss."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:67
msgid "A company can also easily create :doc:`public and private channels <discuss/team_communication>`."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:70
msgid "Mentions in the chat and on the chatter"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:72
msgid "To mention a user within a chat or the chatter, type `@user-name`; to refer to a channel, type `#channel-name`. The user mentioned will be notified in their *inbox* or through an email, depending on their communication settings."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:-1
msgid "View of a couple of chat window messages for Odoo Discuss."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:80
msgid "When a user is mentioned, the search list (list of names) suggests values first based on the task's followers, and secondly on employees. If the record being searched does not match with either a follower or employee, the scope of the search becomes all partners."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:85
msgid "User status"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:87
msgid "It is helpful to see what colleagues are up to and how quickly they can respond to messages by checking their *status*. The status is shown on the left side of a contact's name on the :guilabel:`Discuss` sidebar, on the *messaging menu* and when listed in the *chatter*."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:91
msgid "Green = online"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:92
msgid "Orange = away"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:93
msgid "White = offline"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:94
msgid "Airplane = out of the office"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:-1
msgid "View of the contacts' status for Odoo Discuss."
msgstr ""
#: ../../content/applications/productivity/discuss.rst:101
msgid ":doc:`discuss/team_communication`"
msgstr ""
#: ../../content/applications/productivity/discuss.rst:102
#: ../../content/applications/productivity/discuss/team_communication.rst:99
msgid ":doc:`/applications/essentials/activities`"
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:3
msgid "Configure ICE servers with Twilio"
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:5
msgid "Odoo Discuss uses WebRTC API and peer-to-peer connections for voice and video calls. If one of the call attendees is behind a symmetric NAT, you need to configure an ICE server to establish a connection to the call attendee. To set up an ICE server, first, create a Twilio account for video calls, and then, connect that Twilio account to Odoo."
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:11
msgid "Create a Twilio account"
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:13
msgid "First, go to `Twilio <https://www.twilio.com>`_ and click :guilabel:`Sign up` to create a new Twilio account. Next, enter your name and email address, create a password, and accept Twilio's terms of service. Then, click :guilabel:`Start your free trial`. Verify your email address with Twilio, as per their instructions."
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:18
msgid "Next, enter your phone number into Twilio. Then, Twilio will send you an SMS text message containing a verification code. Enter the verification code into Twilio to verify your phone number."
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:22
msgid "After that, Twilio redirects to a welcome page. Use the following list to answer Twilio's questions:"
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:25
msgid "For :guilabel:`Which Twilio product are you here to use?`, select :guilabel:`Video`."
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:26
msgid "For :guilabel:`What do you plan to build with Twilio?`, select :guilabel:`Other`."
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:27
msgid "For :guilabel:`How do you want to build with Twilio?`, select :guilabel:`With no code at all`."
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:28
msgid "For :guilabel:`What is your goal today?`, select :guilabel:`3rd party integrations`."
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:-1
msgid "The Twilio welcome page."
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:34
msgid "If necessary, change the billing country. Finally, click :guilabel:`Get Started with Twilio`."
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:37
msgid "Locate the Twilio Account SID and Auth Token"
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:39
msgid "To locate the Account SID and Auth Token, go to the Twilio account dashboard. Then, click :guilabel:`Develop` on the sidebar. In the :guilabel:`Account Info` section, locate the :guilabel:`Account SID` and the :guilabel:`Auth Token`. Both of these are needed to connect Twilio to Odoo."
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:-1
msgid "The Twilio Account SID and Auth Token can be found uner the Account Info section."
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:49
msgid "Connect Twilio to Odoo"
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:51
msgid "Open the Odoo database and go to :menuselection:`Settings --> General Settings --> Discuss`. Check the box next to :guilabel:`Use Twilio ICE servers` and enter the Twilio account's :guilabel:`Account SID` and :guilabel:`Auth Token`. Finally, click :guilabel:`Save` to apply these changes."
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:-1
msgid "Enable the \"Use Twilio ICE servers\" option in Odoo General Settings."
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:61
msgid "Define a list of custom ICE servers"
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:63
msgid "This step is not required for the Twilio configuration. However, if Twilio is not configured or is not working at any given moment, Odoo will fall back on the custom ICE servers list. The user must define the list of custom ICE servers."
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:67
msgid "In :menuselection:`Settings --> General Settings --> Discuss`, click the :guilabel:`ICE Servers` button under :guilabel:`Custom ICE server list`."
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:-1
msgid "The \"ICE Servers\" button in Odoo General Settings."
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:74
msgid "Odoo will redirect to the :guilabel:`ICE servers` page. Here you can define your own list of ICE servers."
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:-1
msgid "The \"ICE servers\" page in Odoo."
msgstr ""
#: ../../content/applications/productivity/discuss/ice_servers.rst:82
msgid "For on-premise instances of Odoo, the package `python3-gevent` is necessary for the Discuss module to run calls/video calls on Ubuntu (Linux) servers."
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:3
msgid "Use channels for team communication"
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:5
msgid "Use channels in the Odoo *Discuss* app to organize discussions between individual teams, departments, projects, or any other group that requires regular communication. With channels, employees can communicate inside dedicated spaces within the Odoo database around specific topics, updates, and latest developments having to do with the organization."
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:11
msgid "Public and private channels"
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:13
msgid "A *Public* channel can be seen by everyone, while a *Private* one is only visible to users invited to it. To create a new channel, navigate to the :menuselection:`Discuss` app, and then click on the :guilabel:`➕ (plus)` icon next to the :guilabel:`Channels` heading in the left-side menu. After typing the name of the channel, two selectable options will appear: The first is a channel with a hashtag (`#`) to indicate that it is a public channel; the second option is a channel with a lock icon (`🔒`) next to it, to indicate that it is a private channel. Select the channel type that best fits the communication needs."
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:-1
msgid "View of discuss's sidebar and a channel being created in Odoo Discuss."
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:26
msgid "A public channel is best used when many employees need to access information (such as company announcements), whereas a private channel could be used whenever information should be limited to specific groups (such as a specific department)."
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:31
msgid "Configuration options"
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:33
msgid "The channel's :guilabel:`Group Name`, :guilabel:`Description`, and :guilabel:`Privacy` settings can be modified by clicking on the channel's settings, represented by a :guilabel:`⚙️ (gear)` icon in the left sidebar menu, next to the channel's name."
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:-1
msgid "View of a channel's settings form in Odoo Discuss."
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:42
msgid "Privacy and Members tabs"
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:44
msgid "Changing :guilabel:`Who can follow the group's activities?` controls which groups can have access to the channel."
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:48
msgid "Allowing :guilabel:`Everyone` to follow a private channel lets other users view and join it, as they would a public one."
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:51
msgid "When choosing :guilabel:`Invited people only`, specify in the :guilabel:`Members` tab which members should be invited. Inviting members can also be done from the *Discuss* app's main dashboard, by selecting the channel, clicking the *add user* icon in the top-right corner of the dashboard, and finally clicking :guilabel:`Invite to Channel` once all the users have been added."
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:-1
msgid "View of Discuss' option to invite members in Odoo Discuss."
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:60
msgid "When the :guilabel:`Selected group of users` option is selected, it reveals the ability to add an :guilabel:`Authorized Group`, along with the options to :guilabel:`Auto Subscribe Groups` and :guilabel:`Auto Subscribe Departments`."
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:64
msgid "The option to :guilabel:`Auto Subscribe Groups` automatically adds users of that particular user group as followers. In other words, while :guilabel:`Authorized Groups` limits which users can access the channel, :guilabel:`Auto Subscribe Groups` automatically adds users as members as long as they are part of a specific user group. The same is true for :guilabel:`Auto Subscribe Departments`."
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:70
msgid "Quick search bar"
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:72
msgid "Once at least 20 channels, direct messages, or live chat conversations (if *Live Chat* module is installed on the database) are pinned in the sidebar, a :guilabel:`Quick search…` bar is displayed. This feature is a convenient way to filter conversations and quickly find relevant communications."
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:-1
msgid "View of the Discuss' sidebar emphasizing the quick search bar in Odoo Discuss."
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:81
msgid "Finding channels"
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:83
msgid "Click on the settings :guilabel:`⚙️ (gear)` icon, located in the left sidebar, to the right of the :guilabel:`CHANNELS` collapsible menu item. Doing so will lead to a mosaic view containing all the public channels available. Users can join or leave channels on this screen by clicking the :guilabel:`JOIN` or :guilabel:`LEAVE` buttons that appear in the channel boxes."
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:88
msgid "There is also the ability to apply filtering criteria and save them for later use. The :guilabel:`Search...` function accepts wildcards by using the underscore character [ `_` ], and specific searches can be saved by using the :menuselection:`Favorites --> Save Current Search` drop-down menu."
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:-1
msgid "View of a channel being searched through filters in Odoo Discuss"
msgstr ""
#: ../../content/applications/productivity/discuss/team_communication.rst:98
msgid ":doc:`../discuss`"
msgstr ""
#: ../../content/applications/productivity/documents.rst:3
msgid "Documents"
msgstr ""
#: ../../content/applications/productivity/documents.rst:5
msgid "**Odoo Documents** allows you to store, view and manage files within Odoo."
msgstr ""
#: ../../content/applications/productivity/documents.rst:7
msgid "You can upload any type of file (max 64MB per file on Odoo Online), and organize them in various workspaces."
msgstr ""
#: ../../content/applications/productivity/documents.rst:11
msgid "`Odoo Documents: product page <https://www.odoo.com/app/documents>`_"
msgstr ""
#: ../../content/applications/productivity/documents.rst:14
msgid "Workflow actions"
msgstr ""
#: ../../content/applications/productivity/documents.rst:16
msgid "Workflow actions are automated actions you can create and customize at the level of each workspace. They appear next to a file whenever it meets the criteria you set. That way you can, for example, add tags to a file or move it to another workspace with a single click. Workflow actions help you streamline the management of your documents and your overall business operations."
msgstr ""
#: ../../content/applications/productivity/documents.rst:22
msgid "Create workflow actions"
msgstr ""
#: ../../content/applications/productivity/documents.rst:24
msgid "To create workflow actions, go to :menuselection:`Documents --> Configuration --> Workspaces` and select the workspace where the action should apply. Click on the *Actions* smart button, and then on *Create*."
msgstr ""
#: ../../content/applications/productivity/documents.rst:-1
msgid "Workflow actions smart button in Odoo Documents"
msgstr ""
#: ../../content/applications/productivity/documents.rst:33
msgid "An action applies to all *Child Workspaces* under the *Parent Workspace* you selected."
msgstr ""
#: ../../content/applications/productivity/documents.rst:36
msgid "If you use the :ref:`developer mode <developer-mode>`, you can directly access all your actions by going to :menuselection:`Documents --> Configuration --> Actions`."
msgstr ""
#: ../../content/applications/productivity/documents.rst:40
msgid "Set the conditions"
msgstr ""
#: ../../content/applications/productivity/documents.rst:42
msgid "After naming your workflow action, you can set the conditions that trigger the appearance of the action button on the right-side panel when selecting a file."
msgstr ""
#: ../../content/applications/productivity/documents.rst:45
msgid "There are three basic types of conditions you can set:"
msgstr ""
#: ../../content/applications/productivity/documents.rst:47
msgid "**Tags**: you can both use the *Contains* and *Does not contain* conditions, meaning the files *must have* or *mustn't have* the tags set here."
msgstr ""
#: ../../content/applications/productivity/documents.rst:50
msgid "**Contact**: the files must be associated with the contact set here."
msgstr ""
#: ../../content/applications/productivity/documents.rst:52
msgid "**Owner**: the files must be associated with the owner set here."
msgstr ""
#: ../../content/applications/productivity/documents.rst:-1
msgid "Example of a workflow action's basic condition in Odoo Documents"
msgstr ""
#: ../../content/applications/productivity/documents.rst:59
msgid "If you don't set any conditions, the action button appears for all files located inside the selected workspace."
msgstr ""
#: ../../content/applications/productivity/documents.rst:63
msgid "Advanced condition type: domain"
msgstr ""
#: ../../content/applications/productivity/documents.rst:66
msgid "It is recommended to have some knowledge of Odoo development to properly configure *Domain* filters."
msgstr ""
#: ../../content/applications/productivity/documents.rst:69
msgid "To access the *Domain* condition, the :ref:`developer mode <developer-mode>` needs to be activated. Once that's done, select the *Domain* condition type, and click on *Add Filter*."
msgstr ""
#: ../../content/applications/productivity/documents.rst:-1
msgid "Activating the domain condition type in Odoo Documents"
msgstr ""
#: ../../content/applications/productivity/documents.rst:76
msgid "To create a rule, you typically select a field, an operator, and a value. For example, if you want to add a workflow action to all the PDF files inside a workspace, set the field to *Mime Type*, the operator to *contains*, and the value to *pdf*."
msgstr ""
#: ../../content/applications/productivity/documents.rst:-1
msgid "Example of a workflow action's domain condition in Odoo Documents"
msgstr ""
#: ../../content/applications/productivity/documents.rst:84
msgid "Click on *Add node* (plus-circle icon) and *Add branch* (ellipsis icon) to add conditions and sub-conditions. You can then specify if your rule should match *ALL* or *ANY* conditions. You can also edit the rule directly using the *Code editor*."
msgstr ""
#: ../../content/applications/productivity/documents.rst:-1
msgid "Add a node or a branch to a workflow action's condition in Odoo Documents"
msgstr ""
#: ../../content/applications/productivity/documents.rst:93
msgid "Configure the actions"
msgstr ""
#: ../../content/applications/productivity/documents.rst:95
msgid "Select the *Actions* tab to set up your action. You can simultaneously:"
msgstr ""
#: ../../content/applications/productivity/documents.rst:97
msgid "**Set Contact**: add a contact to the file, or replace an existing contact with a new one."
msgstr ""
#: ../../content/applications/productivity/documents.rst:98
msgid "**Set Owner**: add an owner to the file, or replace an existing owner with a new one."
msgstr ""
#: ../../content/applications/productivity/documents.rst:99
msgid "**Move to Workspace**: move the file to any workspace."
msgstr ""
#: ../../content/applications/productivity/documents.rst:100
msgid "**Create**: create one of the following items attached to the file in your database:"
msgstr ""
#: ../../content/applications/productivity/documents.rst:102
msgid "**Product template**: create a product you can edit directly."
msgstr ""
#: ../../content/applications/productivity/documents.rst:103
msgid "**Task**: create a Project task you can edit directly."
msgstr ""
#: ../../content/applications/productivity/documents.rst:104
msgid "**Signature request**: create a new Sign template to send out."
msgstr ""
#: ../../content/applications/productivity/documents.rst:105
msgid "**Sign directly**: create a Sign template to sign directly."
msgstr ""
#: ../../content/applications/productivity/documents.rst:106
msgid "**Vendor bill**: create a vendor bill using OCR and AI to scrape information from the file content."
msgstr ""
#: ../../content/applications/productivity/documents.rst:108
msgid "**Customer invoice**: create a customer invoice using OCR and AI to scrape information from the file."
msgstr ""
#: ../../content/applications/productivity/documents.rst:110
msgid "**Vendor credit note**: create a vendor credit note using OCR and AI to scrape information from the file."
msgstr ""
#: ../../content/applications/productivity/documents.rst:112
msgid "**Credit note**: create a customer credit note using OCR and AI to scrape information from the file."
msgstr ""
#: ../../content/applications/productivity/documents.rst:114
msgid "**Applicant**: create a new HR application you can edit directly."
msgstr ""
#: ../../content/applications/productivity/documents.rst:116
msgid "**Set Tags**: add, remove, and replace any number of tags."
msgstr ""
#: ../../content/applications/productivity/documents.rst:117
msgid "**Activities - Mark all as Done**: mark all activities linked to the file as done."
msgstr ""
#: ../../content/applications/productivity/documents.rst:118
msgid "**Activities - Schedule Activity**: create a new activity linked to the file as configured in the action. You can choose to set the activity on the document owner."
msgstr ""
#: ../../content/applications/productivity/documents.rst:-1
msgid "Example of a workflow action Odoo Documents"
msgstr ""
#: ../../content/applications/productivity/sign.rst:3
msgid "Sign"
msgstr ""
#: ../../content/applications/productivity/sign.rst:5
msgid "**Odoo Sign** allows you to send, sign and approve documents online."
msgstr ""
#: ../../content/applications/productivity/sign.rst:7
msgid "You can upload any PDF file and add drag-and-dropping fields on it. These fields are automatically filled out with the user's detail if they are logged in."
msgstr ""
#: ../../content/applications/productivity/sign.rst:11
msgid "`Odoo Sign: product page <https://www.odoo.com/app/sign>`_"
msgstr ""
#: ../../content/applications/productivity/sign.rst:12
msgid "`Odoo Tutorials: Sign <https://www.odoo.com/slides/sign-61>`_"
msgstr ""
#: ../../content/applications/productivity/sign.rst:17
msgid "Validity of electronic signatures"
msgstr ""
#: ../../content/applications/productivity/sign.rst:19
msgid "The legal validity of electronic signatures generated by Odoo depends on the legislation of your country. Companies doing business abroad should consider electronic signature laws of other countries as well."
msgstr ""
#: ../../content/applications/productivity/sign.rst:24
msgid "In the European Union"
msgstr ""
#: ../../content/applications/productivity/sign.rst:26
msgid "The `eIDAS regulation <http://data.europa.eu/eli/reg/2014/910/oj>`_ establishes the framework for electronic signatures in all `27 member states of the European Union <https://europa.eu/european-union/about-eu/countries_en>`_."
msgstr ""
#: ../../content/applications/productivity/sign.rst:30
msgid "It distinguishes three types of electronic signatures:"
msgstr ""
#: ../../content/applications/productivity/sign.rst:32
msgid "Electronic signatures"
msgstr ""
#: ../../content/applications/productivity/sign.rst:33
msgid "Advanced electronic signatures"
msgstr ""
#: ../../content/applications/productivity/sign.rst:34
msgid "Qualified electronic signatures"
msgstr ""
#: ../../content/applications/productivity/sign.rst:36
msgid "Odoo generates the first type, regular electronic signatures, and these signatures can produce legal effects in the EU, as the regulation states that “an electronic signature shall not be denied legal effect and admissibility as evidence in legal proceedings solely on the grounds that it is in an electronic form or that it does not meet the requirements for qualified electronic signatures.”"
msgstr ""
#: ../../content/applications/productivity/sign.rst:41
msgid "Note that electronic signatures may not be automatically recognized as valid. You may need to bring supporting evidence of a signature’s validity."
msgstr ""
#: ../../content/applications/productivity/sign.rst:45
msgid "In the United States of America"
msgstr ""
#: ../../content/applications/productivity/sign.rst:47
msgid "The `ESIGN Act (Electronic Signatures in Global and National Commerce Act) <https://www.fdic.gov/regulations/compliance/manual/10/X-3.1.pdf>`_, at the interstate and international levels, and the `UETA (Uniform Electronic Transactions Act) <https://www.uniformlaws.org/committees/community-home/librarydocuments?communitykey=2c04b76c-2b7d-4399-977e-d5876ba7e034&tab=librarydocuments>`_, at the state level, provide the legal framework for electronic signatures. Note that `Illinois <https://www.ilga.gov/legislation/ilcs/ilcs5.asp?ActID=89&>`_ and `New York <https://its.ny.gov/electronic-signatures-and-records-act-esra>`_ have not adopted the UETA, but similar acts instead."
msgstr ""
#: ../../content/applications/productivity/sign.rst:56
msgid "Overall, to be recognized as valid, electronic signatures have to meet five criteria:"
msgstr ""
#: ../../content/applications/productivity/sign.rst:58
msgid "A signer must show a clear intent to sign. For example, using a mouse to draw a signature can show intent. The signer must also have the option to opt-out of electronically signing a document."
msgstr ""
#: ../../content/applications/productivity/sign.rst:61
msgid "A signer must first express or imply their consent to conduct business electronically."
msgstr ""
#: ../../content/applications/productivity/sign.rst:62
msgid "The signature must be clearly attributed. In Odoo, metadata, such as the signer’s IP address, is added to the signature, which can be used as supporting evidence."
msgstr ""
#: ../../content/applications/productivity/sign.rst:64
msgid "The signature must be associated with the document being signed, for example, by keeping a record detailing how the signature was captured."
msgstr ""
#: ../../content/applications/productivity/sign.rst:66
msgid "Electronically signed documents need to be retained and available for later reference by all parties involved, for example, by providing the signer either a fully-executed copy or the option to download a copy."
msgstr ""
#: ../../content/applications/productivity/sign.rst:71
msgid "The information provided here does not constitute legal advice; it is provided for general informational purposes only. As laws governing electronic signatures rapidly evolve, we cannot guarantee whether all information is up to date or not. We advise contacting a local attorney for legal advice regarding electronic signature compliance and validity."
msgstr ""
#: ../../content/applications/productivity/sign.rst:79
msgid "Field Types"
msgstr ""
#: ../../content/applications/productivity/sign.rst:81
msgid "By configuring your own *Field Types*, also known as *Signature Item Types*, you can make the signing process even faster for your customers, partners, and employees."
msgstr ""
#: ../../content/applications/productivity/sign.rst:84
msgid "To create and customize fields, activate the :ref:`developer mode <developer-mode>`. Then head to :menuselection:`Documents --> Configuration --> Field Types` and click on *Create*."
msgstr ""
#: ../../content/applications/productivity/sign.rst:87
msgid "After giving your new field a name, select one of the six *Types* available:"
msgstr ""
#: ../../content/applications/productivity/sign.rst:89
msgid "**Signature**: users are prompted to enter their signature either by drawing it, automatically generating one based on their name, or uploading a local file (usually an image). Each subsequent *Signature* field then reuses the data entered in the first field."
msgstr ""
#: ../../content/applications/productivity/sign.rst:92
msgid "**Initial**: users are prompted to enter their initials, in a similar way to the *Signature* field."
msgstr ""
#: ../../content/applications/productivity/sign.rst:94
msgid "**Text**: users enter text on a single line."
msgstr ""
#: ../../content/applications/productivity/sign.rst:95
msgid "**Multiline Text**: users enter text on multiple lines."
msgstr ""
#: ../../content/applications/productivity/sign.rst:96
msgid "**Checkbox**: users can tick a box (e.g.,to mark their approval or consent)."
msgstr ""
#: ../../content/applications/productivity/sign.rst:97
msgid "**Selection**: users choose a single option from a variety of options."
msgstr ""
#: ../../content/applications/productivity/sign.rst:99
msgid "Next, you have the option to auto-complete fields for users based on their Odoo profile information by using *Automatic Partner Field*. To this end, the *Name*, *Email*, *Phone*, and *Company* fields are preconfigured in your database."
msgstr ""
#: ../../content/applications/productivity/sign.rst:104
msgid "Users can freely edit auto-completed fields."
msgstr ""
#: ../../content/applications/productivity/sign.rst:-1
msgid "Company field example in Odoo Sign"
msgstr ""
#: ../../content/applications/productivity/sign.rst:110
msgid "You can then change the size of the field by editing the *Default Width* and *Default Height*. Both sizes are defined as a percentage of the full-page expressed as a decimal, with 1 equalling the full-page's width or height. By default, the width of new fields you create is set to 15% (0.150) of a full-page's width, while their height is set to 1.5% (0.015) of a full-page's height."
msgstr ""
#: ../../content/applications/productivity/sign.rst:115
msgid "Next, write a *Tip*. Tips are displayed inside arrows on the left-hand side of the user's screen during the signing process. You can also use a *Placeholder* text to be displayed inside the field before it is completed."
msgstr ""
#: ../../content/applications/productivity/sign.rst:-1
msgid "Tip and placeholder example in Odoo Sign"
msgstr ""
#: ../../content/applications/productivity/voip.rst:7
msgid "VoIP (Voice over Internet Protocol)"
msgstr ""
#: ../../content/applications/productivity/voip.rst:10
msgid "For more information, reference the `Odoo eLearning (video tutorials) on VoIP <https://www.odoo.com/slides/voip-voice-over-ip-315>`_"
msgstr ""
#: ../../content/applications/productivity/voip/axivox.rst:5
msgid "Axivox configuration"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:3
msgid "VoIP services in Odoo with Axivox"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:6
#: ../../content/applications/productivity/voip/onsip.rst:6
msgid "Introduction"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:8
msgid "Odoo VoIP (Voice over Internet Protocol) can be set up to work together with `Axivox <https://www.axivox.com/>`_. In that case, an Asterisk server is **not** necessary, as the infrastructure is hosted and managed by Axivox."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:12
msgid "To use this service, `contact Axivox <https://www.axivox.com/contact/>`_ to open an account. Before doing so, verify that Axivox covers the company's area, along with the areas the company's users wish to call."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:17
#: ../../content/applications/productivity/voip/onsip.rst:19
msgid "Configuration"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:19
msgid "To configure Axivox in Odoo, go to the :menuselection:`Apps` application, and search for `VoIP`. Then, install the :guilabel:`VoIP` module."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:22
msgid "Next, go to :menuselection:`Settings app --> General Settings --> Integrations section`, and fill out the :guilabel:`Asterisk (VoIP)` field:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:25
msgid ":guilabel:`OnSIP Domain`: set the domain created by Axivox for the account (e.g., `yourcompany.axivox.com`)"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:27
msgid ":guilabel:`WebSocket`: type in `wss://pabx.axivox.com:3443`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:28
msgid ":guilabel:`VoIP Environment`: set as :guilabel:`Production`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:-1
msgid "Integration of Axivox as VoIP provider in an Odoo database."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:35
msgid "Access the domain on the Axivox administrative panel by navigating to `https://manage.axivox.com/ <https://manage.axivox.com/>`_. After logging into the portal, go to :menuselection:`Users --> Edit (next to any user) --> SIP Identifiers tab --> Domain`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:40
msgid "Configure VoIP user in Odoo"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:42
msgid "Next, the user is configured in Odoo, which **must** take place for every Axivox/Odoo user using VoIP."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:45
msgid "In Odoo, go to :menuselection:`Settings app --> Users & Companies --> Users`, then open the desired user's form to configure :abbr:`VoIP (Voice over Internet Protocol)`. Under the :guilabel:`Preferences` tab, fill out the :guilabel:`VOIP Configuration` section:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:49
msgid ":guilabel:`SIP Login` / :guilabel:`Browser's Extension`: (Axivox) :guilabel:`SIP username`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:50
msgid ":guilabel:`Handset Extension`: SIP external phone extension"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:51
msgid ":guilabel:`SIP Password`: (Axivox) :guilabel:`SIP Password`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:52
msgid ":guilabel:`Mobile call`: method to make calls on a mobile device"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:53
msgid ":guilabel:`OnSIP authorization User`: (Axivox) :guilabel:`SIP username`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:54
msgid ":guilabel:`Always Redirect to Handset`: option to always transfer phone calls to handset"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:55
msgid ":guilabel:`Reject All Incoming Calls`: option to reject all incoming calls"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:-1
msgid "Integration of Axivox user in the Odoo user preference."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:62
msgid "Access the domain on the Axivox administrative panel by navigating to `https://manage.axivox.com/ <https://manage.axivox.com/>`_. After logging into the portal, go to :menuselection:`Users --> Edit (next to the user) --> SIP Identifiers tab --> SIP username / SIP password`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:0
msgid "SIP credentials in the Axivox manager."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:71
msgid "When entering the :guilabel:`SIP Password` into the user's :guilabel:`Preferences` tab, this value **must** be typed out manually and **not** pasted in. Pasting in causes a `401 server rejection error`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:3
msgid "Call queues"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:5
msgid "A call queue is a system that organizes and routes incoming calls. When customers call a business, and all of the agents are busy, the call queue lines up the callers in sequential order, based on the time they called in."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:9
msgid "The callers then wait on hold to be connected to the next available call center agent."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:11
msgid "Implementing a call queue system reduces stress for employees, and helps build brand trust with customers. Many companies use call queues to set expectations with customers, and to distribute the workload equally amongst employees."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:15
msgid "This document covers the process required to configure call queues (with advanced settings), as well as how to log into a call queue from the Odoo database."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:19
msgid ":ref:`voip/axivox/music_on_hold`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:22
msgid "Add a queue"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:24
msgid "To add a call queue in Axivox, navigate to the `Axivox management console <https://manage.axivox.com>`_. In the left menu, click :guilabel:`Queues`. Next, click :guilabel:`Add a queue`. Doing so reveals a blank :guilabel:`New queue` form with various fields to fill out."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:30
msgid "Name"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:32
msgid "Once the :guilabel:`New queue` page appears, enter the :guilabel:`Name` of the queue."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:35
msgid "Internal extension"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:37
msgid "Choose an :guilabel:`Internal extension` for the queue. This is a number to be dialed by users of the database to reach the login prompt for the queue."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:41
msgid "Strategy"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:43
msgid "Next, is the :guilabel:`Strategy` field. This field determines the call routing of received calls into this queue."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:46
msgid "The following choices are available in the :guilabel:`Strategy` drop-down menu:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:48
msgid ":guilabel:`Call all available agents`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:49
msgid ":guilabel:`Calls the agent who has received the call for the longest time`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:50
msgid ":guilabel:`Calls the agent who has received the least call`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:51
msgid ":guilabel:`Call a random agent`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:52
msgid ":guilabel:`Call agents one after the other`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:53
msgid ":guilabel:`Call agents one after the other starting with the first in the list`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:55
msgid "Choose a strategy that best meets the company's needs for customers in the queue."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:58
msgid "Maximum waiting time in seconds"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:60
msgid "In the :guilabel:`Maximum waiting time in seconds` field, determine the longest time a customer waits in the queue before going to a voicemail, or wherever else they are directed to in a dial plan. Enter a time in seconds."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:65
msgid "Maximum duration of ringing at an agent"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:67
msgid "In the :guilabel:`Maximum duration of ringing at an agent` field, determine the longest time an individual agent's line rings before moving on to another agent, or moving to the next step in the dial plan. Enter a time in seconds."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:72
msgid "For more information on dial plans, visit:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:74
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:36
msgid ":doc:`dial_plan_basics`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:75
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:37
msgid ":doc:`dial_plan_advanced`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:78
msgid "Adding agents"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:80
msgid "The final two fields on the :guilabel:`New queue` form revolve around adding agents. Adding :guilabel:`Static agents` and :guilabel:`Dynamic agents` are two pre-configured methods for adding agents onto the call queue during the configuration."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:87
msgid "Static agents"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:89
msgid "When :guilabel:`Static agents` are added, these agents are automatically added to the queue without the need to log in to receive calls."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:95
msgid "Dynamic agents"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:97
msgid "When :guilabel:`Dynamic agents` are added, these agents have the ability to log into this queue. They are **not** logged-in automatically, and **must** log in to receive calls."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:100
msgid "Be sure to :guilabel:`Save` the changes, and click :guilabel:`Apply changes` in the upper-right corner to implement the change in production."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:104
msgid "Agent connection"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:106
msgid "There are three ways call agents can connect to an Axivox call queue:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:108
msgid "Dynamic agents connect automatically."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:109
msgid "Manager logs in specific agent(s), via the `Axivox management console <https://manage.axivox.com>`_."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:111
msgid "Agent connects to the queue in Odoo, via the *VoIP* widget."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:114
msgid "See the documentation on setting :ref:`voip/axivox/dynamic-agents` in the `Axivox management console <https://manage.axivox.com>`_."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:118
msgid "Connect via Axivox queue"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:120
msgid "After the initial configuration of the call queue is completed, with the changes saved and implemented, a manager can log into the `Axivox management console <https://manage.axivox.com>`_ and connect dynamic agents to the queue manually."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:124
msgid "To connect an agent, click :guilabel:`Queues`, located in the left-hand column. Doing so reveals the :guilabel:`Queues` dashboard, with a few different columns listed:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:127
msgid ":guilabel:`Name`: name of the queue."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:128
msgid ":guilabel:`Extension`: number of the extension to be dialed to reach the queue."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:129
msgid ":guilabel:`Agent Connection`: number to dial to log into the queue."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:130
msgid ":guilabel:`Agent disconnection`: number to dial to log out of the queue."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:131
msgid ":guilabel:`Connected Agents`: name of agent connected to the queue."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:133
msgid "The following buttons are also available on the :guilabel:`Queues` dashboard:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:135
msgid ":guilabel:`Connect an agent`: manually connect an agent to the queue."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:136
msgid ":guilabel:`Report`: run a report on the queue."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:137
msgid ":guilabel:`Delete`: delete the queue."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:138
msgid ":guilabel:`Edit`: make changes to the settings of the queue."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:140
msgid "When agents are connected to the queue, or are live with a customer, they are displayed under the :guilabel:`Connected Agents` column."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:143
msgid "If they are static agents, they **always** show up as connected."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:145
msgid "Connect an agent by clicking the orange button labeled, :guilabel:`Connect an agent`. Then, select the desired agent's name from the drop-down menu, and click :guilabel:`Connect`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:-1
msgid "Call queue with connected agents column highlighted and connect an agent and report buttons\n"
"highlighted."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:154
msgid "For more information on static and dynamic agents, see this documentation:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:156
msgid ":ref:`voip/axivox/static-agents`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:157
msgid ":ref:`voip/axivox/dynamic-agents`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:160
msgid "Report"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:162
msgid "Click :guilabel:`Report` to check on the reporting for a particular queue, in order to see who connected when, and what phone calls came in and out of the queue. This information is showcased on a separate :guilabel:`Queue report` page, when the green :guilabel:`Report` button is clicked."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:166
msgid "Reports can be customized by date in the :guilabel:`Period` field, and specified in the :guilabel:`From` and :guilabel:`to` fields. The information can be organized by :guilabel:`Event type`, and :guilabel:`Call ID`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:170
msgid "When the custom configurations have been entered, click :guilabel:`Apply`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:172
msgid "Each report can be exported to a :abbr:`CSV (comma separated value)` file for further use and analysis, via the :guilabel:`Export to CSV` button."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:175
msgid "When the :guilabel:`Event type` field is clicked, a drop-down menu appears with the following options:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:178
msgid ":guilabel:`The caller quit`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:179
msgid ":guilabel:`An agent is connecting`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:180
msgid ":guilabel:`An agent is disconnecting`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:181
msgid ":guilabel:`The call was terminated (agent hangs up)`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:182
msgid ":guilabel:`The call was terminated (caller hangs up)`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:183
msgid ":guilabel:`The caller is connected to an agent.`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:184
msgid ":guilabel:`Someone is entering the queue`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:185
msgid ":guilabel:`The caller exits the queue (no agent is connected)`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:186
msgid ":guilabel:`The caller exits the queue (timeout)`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:187
msgid ":guilabel:`No one is answering`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:188
msgid ":guilabel:`No one is answering, the caller hangs up`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:189
msgid ":guilabel:`Transfer`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:190
msgid ":guilabel:`Blind Transfer`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:-1
msgid "Event types in the Axivox queue reporting feature."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:196
msgid "There is no limit to how many options can be selected from the :guilabel:`Event type` drop-down menu."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:199
msgid "Clicking :guilabel:`Check all` selects all the available options from the drop-down menu, and clicking :guilabel:`Uncheck all` removes all selections from the drop-down menu."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:202
msgid "To select an individual :guilabel:`Event type`, click on the desired option in the drop-down menu."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:-1
msgid "Axivox queue report with result, event type, and period highlighted."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:209
msgid "Connect to queue on Odoo"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:211
msgid "Dynamic agents can connect manually to the Axivox call queue from the Odoo *VoIP* widget, once the *VoIP* app is configured for the individual user in Odoo."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:215
msgid ":doc:`axivox_config`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:217
msgid "To access the Odoo *VoIP* widget, click the :guilabel:`📞 (phone)` icon in the upper-right corner of the screen, from any window within Odoo."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:221
msgid "For more information on the Odoo *VoIP* widget, see this documentation: :doc:`../voip_widget`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:223
msgid "For an agent to connect to the call queue, simply dial the :guilabel:`Agent connection` number, and press the green call button :guilabel:`📞 (phone)` icon in the *VoIP* widget. Then, the agent hears a short, two-second message indicating the agent is logged in. The call automatically ends (disconnects)."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:228
msgid "To view the connected agents in a call queue, navigate to the `Axivox management console <https://manage.axivox.com>`_, and click :guilabel:`Queues`, located in the left-hand column."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:231
msgid "Then, click the green :guilabel:`Refresh` button at the top of the :guilabel:`Connected agents` column. Any agent (static or dynamic) that is connected to the queue currently, appears in the column next to the queue they are logged into."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:235
msgid "To log out of the queue, open the Odoo *VoIP* widget, dial the :guilabel:`Agent disconnection` number, and press the green call button :guilabel:`📞 (phone)` icon. The agent is disconnected from the queue after a short, two-second message."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:239
msgid "To manually log a dynamic agent out of a call queue, navigate to the `Axivox management console <https://manage.axivox.com>`_, and click :guilabel:`Queues`, located in the left-hand column. Then, click the green :guilabel:`Refresh` button at the top of the :guilabel:`Connected agents` column."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/call_queues.rst:243
msgid "To disconnect an agent manually, click the red :guilabel:`Disconnect` button, and they are immediately disconnected. This can be helpful in situations where agents forget to log out at the end of the day."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:3
msgid "Conference calls"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:5
msgid "Conference calls help employees connect quickly and efficiently, so matters can be discussed in an open forum of sorts. Attendees can be limited, via a sign-in code. That way, confidential matters stay private."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:9
msgid "This document covers the configuration of conference calls in Axivox for use in Odoo *VoIP*."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:12
msgid "Add a virtual conference"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:14
msgid "To add a virtual conference room, navigate to the `Axivox management console <https://manage.axivox.com>`_. After logging in, click on :guilabel:`Conferences` in the menu on the left."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:18
msgid "Next, click the green button labeled, :guilabel:`Add a conference`, and a :guilabel:`New conference` form appears."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:-1
msgid "New conference form on Axivox."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:25
msgid "From here, fill in the :guilabel:`Name` field, and set an :guilabel:`Internal extension`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:27
msgid "The internal extension is what everyone in the network uses to quickly dial into the conference call, instead of typing in the whole phone number."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:31
msgid "Pick a number between three and five digits long, making it easy to remember and dial."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:33
msgid "Next, set the :guilabel:`Access code`, if the conference room requires security. This is a password to get into the conference, once the extension for the conference is dialed. Immediately after dialing the extension, a digital receptionist prompts for the :guilabel:`Access code`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:37
msgid "In the :guilabel:`Administrator extension` field, click the drop-down menu, and select the user's extension that manages the call."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:40
msgid "Finally, in the :guilabel:`Wait for the administrator to start the conference` field, click the drop-down menu, and select :guilabel:`Yes` or :guilabel:`No`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:43
msgid "Should the selection be :guilabel:`Yes`, then nobody is allowed to utilize the virtual conference room until the administrator is present, and logged into the conference call."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:46
msgid "When all fields are filled in, be sure to :guilabel:`Save` the configuration. Then, click :guilabel:`Apply changes` in the upper-right corner to implement the change in production."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:49
msgid "Upon doing so, the conference is added, and the Axivox administrator has the option to :guilabel:`Delete` or :guilabel:`Edit` the conference from the Axivox :guilabel:`Conference` main dashboard."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:53
msgid "To invite an Axivox user to a specific conference call, click :guilabel:`Invite` to the right of the desired conference, and proceed to enter the extension or phone number of the invitee in the pop-up window that appears."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:57
msgid "Once the extension or number is added into the :guilabel:`Please enter the phone number of the person you want to invite` field, click the green :guilabel:`Invite` button, and the recipient immediately receives a phone call, automatically linking them to the conference."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:66
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:32
msgid "Incoming numbers"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:68
msgid "To open a conference to a wider audience, an Axivox conference can be linked to *Incoming numbers*."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:70
msgid "To do that, log into the `Axivox management console <https://manage.axivox.com>`_, and click :guilabel:`Incoming numbers` in the menu on the left."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:73
msgid "On the :guilabel:`Incoming numbers` dashboard, click :guilabel:`Edit` to the far-right of the :guilabel:`Number` to which the conference should be attached."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:76
msgid "Then, under the first field, labeled, :guilabel:`Destination type for voice call`, click the drop-down menu, and select :guilabel:`Conference`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:79
msgid "Next, in the :guilabel:`Conference` field, click the drop-down menu, and select the specific conference that should be attached to this incoming number."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:82
msgid "Now, whenever this incoming number is dialed, the caller is let into the conference, if there is not an :guilabel:`Access code` required. If there *is* an :guilabel:`Access code` required, the caller is then prompted to enter the :guilabel:`Access code` to enter the conference."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:87
msgid "Start call in Odoo"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:89
msgid "Anywhere in the Odoo database, open the *VoIP* widget, by clicking the :guilabel:`📞 (phone)` icon, located in the upper-right corner. Then, dial the specific extension number for the conference, and click the :guilabel:`📞 (phone)` icon."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:-1
msgid "Connecting to a conference extension using the Odoo VoIP widget."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/conference_calls.rst:97
msgid "Once the digital receptionist answers, enter the :guilabel:`Access code` (if needed), and press the :guilabel:`# (pound)` icon/key."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:3
msgid "Advanced dial plans"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:5
msgid "Typically, companies have a lot of incoming calls every day, but many do not want their teams to answer calls 24 hours a day, 7 days a week."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:8
msgid "By using Axivox advanced dial plan features, the process can be automated, and routing can be set up for all scenarios. This way, customers are never left waiting, or frustrated, because they cannot get in touch with anyone."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:12
msgid "By utilizing the advanced elements in dial plans, companies can automate call routing for certain days or times, like company holidays. Companies can also allow callers to enter extensions themselves, and get transferred automatically using a digital receptionist. This way, an administrative team does **not** have to be available around the clock."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:17
msgid "There is even the option to route callers, depending on where they are calling from in the world, thus maximizing efficiency."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:21
msgid "For more information on basic dial plans, and how to add elements, visit :doc:`dial_plan_basics`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:24
msgid "Using a browser add-on for spelling may hinder the use of the visual editor in dial plans. Do **not** use a translator with the Axivox management console."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:28
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:160
msgid "Advanced elements"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:30
msgid "In Axivox dial plans (as described in :doc:`dial_plan_basics`), there are two advanced elements that can be used."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:33
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:164
msgid ":guilabel:`Record`: recording feature is enabled (requires plan change, enabled in Axivox settings)."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:35
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:166
msgid ":guilabel:`Caller ID`: replace the caller ID by the called number or free text."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:37
msgid "To add one of these elements, navigate to the :guilabel:`Dial plans` page, located in the menu on the left side of the `Axivox management console <https://manage.axivox.com>`_."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:40
msgid "Next, click on the :guilabel:`Visual Editor` button to the right of the desired dial plan to edit it. Finally, open the :guilabel:`New element` drop-down menu, select the element, and click :guilabel:`Add`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:-1
msgid "Visual editor for a dial plan in Axivox, with Add and the dispatcher element highlighted."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:48
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:99
msgid "For more information, visit :ref:`voip/axivox/dial_plans`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:51
msgid "The :guilabel:`Record` element records calls that are routed through this element, and requires an additional plan change in Axivox."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:54
msgid "To enable recording on Axivox, navigate to :guilabel:`Settings` in the `Axivox management console <https://manage.axivox.com>`_. Then, go to the :guilabel:`Recording` drop-down menu, near the bottom of the page. From there, select :guilabel:`Enabled` from the drop-down menu to enable recording using the :guilabel:`Record` element in a dial plan."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:60
msgid "If the :guilabel:`Recording` drop-down menu is unavailable and unable to change, then consult Axivox to enable the feature."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:63
msgid "The :guilabel:`Caller ID` element allows for the replacement of the caller ID downstream, after routing."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:66
msgid "Upon adding the :guilabel:`Caller ID` element to the dial plan, and double-clicking it to configure it, two options appear."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:69
msgid "The first is a :guilabel:`Free text` field, where any text can be input to replace the caller ID. The second option is :guilabel:`Replace the caller ID by the called number`. This option replaces the caller's ID with the :guilabel:`Incoming number`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:74
msgid "A company may want to use the :guilabel:`Caller ID` element to replace the :guilabel:`Incoming number`, so employees, or outside transfers, cannot see the number, and information is kept private."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:79
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:135
msgid "Basic routing elements"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:81
msgid "Basic routing elements in Axivox dial plans provide extension-based routing. This can be done by adding either a *Menu* to numerically link the dial-by-numbers to an action, or by using a *Digital Receptionist* to automatically route or listen for an extension, based on a key input from the caller."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:86
msgid "The main difference between the two elements is that the *Digital Receptionist* does **not** need to be pre-configured numerically with actions. Instead, it acts as a virtual receptionist."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:89
msgid ":guilabel:`Menu`: add a dial-by-number directory and configured downstream actions (not terminal). For example, a dial-by-numbers function could feature an element, wherein clicking '2' takes the caller to the element linked to '2' on the Menu element in the dial plan."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:92
msgid ":guilabel:`Digital Receptionist`: attach a virtual dispatcher to listen for extensions."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:94
msgid "To add one of these elements, navigate to the :guilabel:`Dial plans` page, located in the menu on the left side of the `Axivox management console <https://manage.axivox.com>`_. Next, click on the :guilabel:`Visual Editor` button to the right of the dial plan, to edit the dial plan. Then, open the :guilabel:`New element` drop-down menu, select the element, and click :guilabel:`Add`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:102
msgid "Digital receptionist scenario"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:104
msgid "The *Digital Receptionist* element is a listen-feature that accurately routes callers through a dial plan, based on the extension they enter, via the key pad."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:107
msgid "Set a *Digital Receptionist* to eliminate the need of a team, or live receptionist, to be on-call all the time. With that element in place, calls now reach their destination, without a real person interjecting."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:111
msgid "After adding the :guilabel:`Digital Receptionist` element to a dial plan, connect the appropriate endpoints, and double-click on the element to set the :guilabel:`Timeout` on the :guilabel:`receptionist` pop-up window that appears."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:115
msgid "The :guilabel:`Timeout` can be set in `5` second increments, from `5` seconds to `60` seconds."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:118
msgid "The :guilabel:`Digital Receptionist` element **requires** a :guilabel:`Play a file` element on either side of it, to explain what action to take, and when a wrong extension is entered."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:122
msgid "While customizing a dial plan in a :guilabel:`Dialplan Editor` pop-up window, add a :guilabel:`Menu` element, with a :guilabel:`Greeting message` that might read, `Press star to dial an extension`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:126
msgid "Then, on the :guilabel:`Menu` element, for the :guilabel:`* (star)` option, link a :guilabel:`Play a file` element, that plays an :guilabel:`Audio message` saying, 'Enter the extension of the person you are trying to reach'."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:130
msgid "Following the first :guilabel:`Play a file` element, add the :guilabel:`Digital Receptionist` element, followed by another :guilabel:`Play a file` element, which states, 'That is not a valid extension'."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:134
msgid "This last element is in place to close the loop, should the caller not enter a correct extension."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:136
msgid "Finally, this last :guilabel:`Play a file` element is looped back into the :guilabel:`Menu` element."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:0
msgid "A digital receptionist element highlighted in an example dial plan."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:144
msgid "Dial plan elements can be configured by double-clicking them, and selecting different features of the Axivox console to them."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:147
msgid "For example, an :guilabel:`Audio message` needs to be made, and then selected in a :guilabel:`Play a file` or :guilabel:`Menu` element."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:150
msgid "For more information, see this documentation :ref:`voip/axivox/audio_messages`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:153
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:147
msgid "Advanced routing elements"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:155
msgid "Advanced routing elements route calls automatically as they are received into the incoming number(s). This can be configured using geo-location, whitelisting, or time-based variables. Calls pass through a filter prior to their final destination, and are routed, based on the set variable(s)."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:160
msgid "The following are advanced routing elements:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:162
msgid ":guilabel:`Dispatcher`: create a call filter to route traffic, based on the geo-location of the caller ID."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:164
msgid ":guilabel:`Access List`: create a tailored access list, with VIP customer preference."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:165
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:154
msgid ":guilabel:`Time Condition`: create time conditions to route incoming traffic around holidays, or other sensitive time-frames."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:169
msgid "Whitelisting is a technical term used to create a list of allowed numbers. Conversely, blacklisting is used to create a list of denied numbers."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:172
msgid "To add one of these elements, navigate to the :guilabel:`Dial plans` page, located in the menu on the left side of the `Axivox management console <https://manage.axivox.com>`_. Next, click on the :guilabel:`Visual Editor` button to the right of the dial plan, to edit the dial plan. Then, open the :guilabel:`New element` drop-down menu, select the element, and click :guilabel:`Add`. For more information, visit :ref:`voip/axivox/dial_plans`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:179
msgid "Dispatcher scenario"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:181
msgid "A *Dispatcher* element is a dial plan feature that directs calls, based on region or geo-location. In most cases, the :guilabel:`Dispatcher` element in a dial plan is linked to the :guilabel:`Start` element, in order to filter or screen calls as they come into an incoming number."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:185
msgid "Double-click the :guilabel:`Dispatcher` element in the :guilabel:`Dialplan Editor` pop-up window to configure it."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:188
msgid "This element checks numbers (routed through this element), according to regular expressions. To add a regular expression, click :guilabel:`Add a line` on the bottom of the :guilabel:`Dispatcher` pop-up window."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:192
msgid "Then, under :guilabel:`Name`, enter a recognizable name to identify this expression. This is the name that appears in the :guilabel:`Dispatcher` element on the dial plan showcased in the :guilabel:`Dialplan Editor` pop-up window."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:196
msgid "In the :guilabel:`Regular expression` field, enter the country code, or area code, which Axivox should route for incoming calls. This is especially helpful when a company would like to filter their customers to certain queues, or users based on the customer's geo-location."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:200
msgid "To specify all numbers behind a certain country code, or area code, include `\\d+` after the country code, or country code + area code."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:-1
msgid "Dispatcher configuration panel, with name, regular expression and add a line highlighted."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:208
msgid "`02\\\\d+`: validates the numbers starting with `02`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:209
msgid "`00\\\\d+`: validates all numbers beginning with `00`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:210
msgid "`0052\\\\d+` validates all numbers beginning with `0052` (Mexico country code)"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:211
msgid "`001716\\\\d+`: validates all numbers beginning with `001716` (USA country code + Western New York area code)"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:215
msgid "A regular expression (shortened to \"regex\" or \"regexp\"), sometimes referred to as a \"rational expression,\" is a sequence of characters that specifies a match pattern in text. In other words, a match is made within the given range of numbers."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:219
msgid "When the desired configurations are complete on the :guilabel:`Dispatcher` pop-up window, be sure to click :guilabel:`Save`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:222
msgid "Upon doing so, the :guilabel:`Dispatcher` element appears with different routes available to configure, based on the :guilabel:`Regular Expressions` that were set."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:225
msgid "Attach these routes to any :guilabel:`New element` in the :guilabel:`Dialplan Editor` pop-up window."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:227
msgid "By default, there is an :guilabel:`Unknown` path that appears on the :guilabel:`Dispatcher` element after setting at least one :guilabel:`Regular Expression`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:230
msgid "Calls follow this route/path when their number does not match any :guilabel:`Regular Expression` set on the :guilabel:`Dispatcher` element."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:-1
msgid "Dial plan with dispatcher element highlighted."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:238
msgid "Time condition scenario"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:240
msgid "When a :guilabel:`Time Condition` element is added to a dial plan, it has a simple :guilabel:`True` and :guilabel:`False` routing."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:243
msgid "After adding the :guilabel:`Time Condition` element to a dial plan, double-click it to configure the variables. :guilabel:`Hour/Minute`, :guilabel:`Days of the week`, :guilabel:`Day of the month`, and :guilabel:`Month` can all be configured."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:247
msgid "If the time which the caller contacts the incoming number matches the set time conditions, then the :guilabel:`True` path is followed, otherwise the :guilabel:`False` path is followed."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:251
msgid "For a company that is closed yearly for the American Independence Day holiday (July 4th) the following time conditions should be set:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:254
msgid ":guilabel:`Hour/Minute` - `0:0 to 23:59`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:255
msgid ":guilabel:`Day of the week` - `All to All`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:256
msgid ":guilabel:`Day of the month` - `From 4 to 4`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:257
msgid ":guilabel:`Month` - `July`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:259
msgid "The :guilabel:`Time Condition` element is especially useful for holidays, weekends, and to set working hours. When a caller reaches a destination where they can be helped, either with a real person or voicemail, this reduces wasted time and hangups."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:-1
msgid "Time condition element set in a dial plan on Axivox. Time condition is highlighted."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:268
msgid "To set the :guilabel:`Timezone` that the :guilabel:`Time Condition` operates under, navigate to `Axivox management console <https://manage.axivox.com>`_, and click :guilabel:`Settings` in the menu on the left. Then, set the :guilabel:`Timezone` using the second field from the bottom, by clicking the drop-down menu."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:274
msgid "Access list scenario"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:276
msgid "An *Access List* element in a dial plan allows for the routing of certain numbers, and disallows (denies) other numbers."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:279
msgid "After adding an :guilabel:`Access List` element to a dial plan, it can be configured by double-clicking on the element directly in the :guilabel:`Dialplan Editor` pop-up window."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:282
msgid "Two fields appear where regular expressions can based in the :guilabel:`Allow` and :guilabel:`Deny` fields of the :guilabel:`Access List` pop-up window."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:286
msgid "For a very important customer, their number can be set in the :guilabel:`Allow` field, and these callers can be sent directly to management."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:290
msgid "A regular expression (shortened to \"regex\" or \"regexp\"), sometimes also referred to as a \"rational expression,\" is a sequence of characters that specifies a match pattern in text."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:-1
msgid "Access list element configuration with the allow/deny fields highlighted."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:298
msgid "`2\\\\d\\\\d`: validates numbers from `200 to 299`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:299
msgid "`02\\\\d*`: validates all numbers beginning with `02`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:300
msgid "`0017165551212`: validates the number (`0017165551212`)"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:302
msgid "After setting the :guilabel:`Allow` and :guilabel:`Deny` fields with regular expressions or numbers, click :guilabel:`Save` on the :guilabel:`Access List` pop-up window."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:305
msgid "Then, on the :guilabel:`Access list` element in the dial plan, three paths (or routes) are available to link to further actions."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:308
msgid "Unknown calls can be routed through the regular menu flow by adding a :guilabel:`Menu` element, and connecting it to the :guilabel:`Unknown` path. :guilabel:`Refused` calls can be routed to the :guilabel:`Hang up` element. Lastly, :guilabel:`Authorized` callers can be sent to a specific extension or queue."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:-1
msgid "Access list element highlighted in an example dial plan."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:318
msgid "Switches"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:320
msgid "A *Switch* element in Axivox is a simple activated/deactivated route action."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:322
msgid "These can be activated or chosen quickly, allowing for quick routing changes, without altering the dial plan."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:325
msgid "Alternate routes can be configured, so that in a moments notice, they can be switched to. This could be for new availability, or to adjust traffic flow for any number of reasons."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:328
msgid "Axivox allows for a simple on/off switch, and a multi-switch, which can have several paths to choose from."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:331
msgid ":guilabel:`Switch`: a manual on/off control that can divert traffic, based on whether it is opened (on) or closed (off)."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:333
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:156
msgid ":guilabel:`Multi-Switch`: a mechanism to create paths, and turn them on and off, to divert incoming calls."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:337
msgid "Basic switch"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:339
msgid "A :guilabel:`Switch` can be set in the `Axivox management console <https://manage.axivox.com>`_ by navigating to :guilabel:`Switches` in the left menu. To create a new switch click :guilabel:`Add a switch` from the :guilabel:`Switches` dashboard, configure a :guilabel:`Name` for it, and click :guilabel:`Save`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:344
msgid "Then, toggle the desired switch to either :guilabel:`On` or :guilabel:`Off`, from the :guilabel:`State` column on the :guilabel:`Switches` dashboard."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:347
msgid "This :guilabel:`On` / :guilabel:`Off` state automatically routes traffic in a dial plan, in which this switch is set."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:350
msgid "The traffic travels to the :guilabel:`Active` route when :guilabel:`On` is toggled in the switch. The call traffic travels to the :guilabel:`Inactive` route when :guilabel:`Off` is toggled in the switch."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:354
msgid "Changes can be made on the fly, just be sure to click :guilabel:`Apply changes` to implement the them."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:358
msgid "Add a switch to dial plan"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:360
msgid "To add a :guilabel:`Switch` to a dial plan, navigate to `Axivox management console <https://manage.axivox.com>`_, and click on :guilabel:`Dial plans` in the left menu. Then, click :guilabel:`Visual Editor` next to the desired dial plan to open the :guilabel:`Dialplan Editor` pop-up window."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:365
msgid "Then, from the :guilabel:`New element` drop-down menu, select :guilabel:`Switch`, and then click :guilabel:`Add`. Double-click on the element to further configure the :guilabel:`Switch` element."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:-1
msgid "Switch configuration in a dial plan, with inactive and active routes highlighted."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:373
msgid "Multi-switch"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:375
msgid "A *Multi-Switch* element in Axivox is a switch where multiple paths can be configured, and switched between."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:378
msgid "To configure and set a :guilabel:`Multi-Switch` element, navigate to `Axivox management console <https://manage.axivox.com>`_. Then, click on the :guilabel:`Switches` menu item in the left menu."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:381
msgid "Toggle to the :guilabel:`Multi-switch` tab to create, or set, a pre-configured :guilabel:`Multi-Switch` element."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:384
msgid "To create a new :guilabel:`Multi-Switch`, click :guilabel:`Create new`. Then, enter a :guilabel:`Name` for the element, and then enter the :guilabel:`Available choice`. Enter one :guilabel:`Available choice` per line. Do **not** duplicate any entries."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:388
msgid "Remember to click :guilabel:`Save` when done."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:390
msgid "To select the :guilabel:`State` of the :guilabel:`Multi-Switch`, click the drop-down menu next to the :guilabel:`Multi-Switch` name, under the :guilabel:`Multi-switch` tab on the :guilabel:`Switches` dashboard."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:394
msgid "The :guilabel:`State` chosen is the route that is followed in the dial plan. The :guilabel:`State` can be edited on the fly, just be sure to click :guilabel:`Apply changes`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:398
msgid "Add a multi-switch to dial plan"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:400
msgid "To add a :guilabel:`Multi-Switch` element to a dial plan, navigate to `Axivox management console <https://manage.axivox.com>`_, and click :guilabel:`Dial plans` in the left menu."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:403
msgid "Then, select or create a dial plan. Next, click :guilabel:`Visual Editor` on the desired dial plan."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:405
msgid "On the :guilabel:`Dialplan Editor` pop-up window that appears, click on the :guilabel:`New element` drop-down menu, and select :guilabel:`Multi-Switch`. Then, click :guilabel:`Add`. Double-click on the element to further configure the :guilabel:`Switch` element."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:-1
msgid "Multi-switch configuration in a dial plan, with chosen route highlighted."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:3
msgid "Dial plan basics"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:5
msgid "When someone calls a business, they might need to get in contact with customer support, a sales team, or even a person's direct line. The caller might also be in search of some information about the business, such as store hours. Or, they might want to leave a voicemail, so someone from the company can call them back. With dial plans in Axivox, a company can manage how incoming calls like this are handled."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:11
msgid "Using proper call architecture through a dial plan, callers get directed to the right people, or to the right information, in a quick, efficient manner."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:14
msgid "This document covers the basic configuration of dial plans in Axivox."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:17
msgid "For more information on advanced dial plans, visit :doc:`dial_plan_advanced`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:20
msgid "Using a browser add-on for spelling may hinder the use of the visual editor in dial plans. Do not use a translator with the Axivox management console."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:26
msgid "Dial plans"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:28
msgid "Access dial plans by navigating to `Axivox management console <https://manage.axivox.com>`_, and clicking on :guilabel:`Dial plans` from the menu on the left."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:31
msgid "To add a new dial plan from the :guilabel:`Dial plan` page, click the green button labeled, :guilabel:`Add a new dial plan`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:35
msgid "Axivox has no limit to the number of dial plans that can be created. These can be added, and improved upon, at any time. This allows for sandboxes to be created with many different configurations."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:-1
msgid "Dial plan dashboard with the edit features and Add a dial plan button highlighted."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:43
msgid "To edit an existing dial plan, choose one of the following options to the right of the saved dial plan:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:46
msgid ":guilabel:`Delete`: this action deletes the attached dial plan."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:47
msgid ":guilabel:`Edit`: this action allows the user to edit the dial plan."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:48
msgid ":guilabel:`Visual Editor`: this action opens a visual editor window, where the dial plan architecture can be viewed and edited."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:50
msgid ":guilabel:`Duplicate`: this action duplicates the dial plan, and puts it at the bottom of the list, with an extension of one number (+1) larger than the original extension."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:54
msgid "Dialplan editor (visual editor)"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:56
msgid "When the :guilabel:`Visual Editor` button is clicked for a dial plan on the :guilabel:`Dial plan` page, a pop-up :guilabel:`Dialplan Editor` window appears."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:59
msgid "This pop-up window is the primary place where the architecture, or structure, of the dial plan is configured. In this window, a :abbr:`GUI (graphical user interface)` appears, where various dial plan elements can be configured and linked together."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:-1
msgid "Visual editor for an example dial plan, with the new element, Add, and Save buttons\n"
"highlighted."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:69
msgid "New dial plans come blank with :guilabel:`New element` options for the user to :guilabel:`Add` and :guilabel:`Save`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:72
msgid "The method for saving in the :guilabel:`Dialplan Editor` is different from saving any other edits in the Axivox management console because the :guilabel:`Save` button **must** be pressed before closing the :menuselection:`Visual editor`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:76
msgid "Then, before these changes can take place on the Axivox platform, the user **must** click :guilabel:`Apply changes` in the upper-right corner of the :guilabel:`Dial plan` page."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:79
msgid "From the :guilabel:`Dialplan Editor` pop-up window, users can add a new element to the dial plan. To do that, open the :guilabel:`New element` drop-down menu, and select the desired element. Then, click :guilabel:`Add`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:83
msgid "Doing so adds that element to the visual editor display of the dial plan being modified. This element can be moved where desired amongst the other elements present in the dial plan."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:86
msgid "Connect elements in the dial plan by clicking and dragging outward from the :guilabel:`(open circle)` icon on the right side of the element. Doing so reveals an :guilabel:`(arrow)` icon. Proceed to drag this :guilabel:`(arrow)` icon to the desired element in the dial plan that it is meant to connect with."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:91
msgid "Connect the :guilabel:`(arrow)` icon to the circle on the left side of the desired element."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:93
msgid "Calls displayed in the dial plan flow from left-to-right in the element."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:95
msgid "In order to further configure a :guilabel:`New element`, double-click on the element inside the dial plan, to reveal a subsequent pop-up window, wherein additional customizations can be entered."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:98
msgid "Each element has a different configuration pop-up window that appears when double-clicked."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:101
msgid "All elements **must** have a final destination in the dial plan in order to close a loop. This can be accomplished by implementing the :guilabel:`Hang up` element, or looping the element back to a :guilabel:`Menu` element or :guilabel:`Digital Receptionist` element elsewhere in the dial plan."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:0
msgid "Dial plan, shown with highlight looping open end back to the beginning of the menu\n"
"element."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:111
msgid "Once all desired dial plan elements and configurations are complete, remember to click :guilabel:`Save` before exiting the :guilabel:`Dialplan Editor` pop-up window. Then, click :guilabel:`Apply changes` on the :guilabel:`Dial plans` page to ensure they are implemented into Axivox production."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:117
msgid "Dial plan elements"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:119
msgid "The following elements are available in the :guilabel:`New element` drop-down menu, while designing a dial plan in the :guilabel:`Dialplan Editor` pop-up window."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:123
msgid "Basic elements"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:125
msgid "These are the basic elements that are used in simple dial plans in Axivox:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:127
msgid ":guilabel:`Call`: call an extension or queue."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:128
msgid ":guilabel:`Play a file`: play an audio file or voice greeting."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:129
msgid ":guilabel:`Voicemail`: forward to a voicemail (terminal)."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:130
msgid ":guilabel:`Hang up`: hang up the call (terminal)."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:131
msgid ":guilabel:`Queue`: attach a call queue with a group of users to answer a call."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:132
msgid ":guilabel:`Conference`: add a conference room for a caller to connect to."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:137
msgid "Routing elements change or route the path of a caller, these are some basic routing elements used in Axivox:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:140
msgid ":guilabel:`Menu`: add a dial-by-number directory and configure downstream actions (not terminal)."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:141
msgid ":guilabel:`Switch`: attach a manual on/off control that can divert traffic based on whether it is opened (On) or closed (Off)."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:143
msgid ":guilabel:`Digital Receptionist`: attach a virtual dispatcher to listen for extensions to connect to."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:149
msgid "These are the more advanced elements that route calls in Axivox:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:151
msgid ":guilabel:`Dispatcher`: create a call filter to route traffic based on the geo-location of the caller ID."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:153
msgid ":guilabel:`Access List`: create a tailored access list with VIP customer preference."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:162
msgid "The following are more advanced elements (not routing) in Axivox:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:169
msgid "Dial plan elements can be configured by double-clicking them, and linking different aspects of the Axivox console to them."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:173
msgid "Attach to incoming number"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:175
msgid "To attach an existing dial plan to an incoming number, go to `Axivox management console <https://manage.axivox.com>`_ , and click on :guilabel:`Incoming numbers`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:178
msgid "Next, click :guilabel:`Edit` next to the number to which the dial plan should be attached."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:180
msgid "Doing so reveals a separate page wherein that number's dial plan can be modified. To do that, select :guilabel:`Dial plan` from the :guilabel:`Destination type for voice call` field drop-down menu. Then, choose the desired dial plan from the :guilabel:`Dial plan` field that appears."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:184
msgid "With that in place, that means when that specific number calls in, the configured dial plan is activated, and runs through the prompts to properly route the caller."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:187
msgid "Finally, :guilabel:`Save` the changes, and click :guilabel:`Apply changes` in the upper-right corner."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:191
msgid "Basic dial plan scenario"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:193
msgid "The following showcases a basic dial plan scenario for call routing, where additional elements can be added to expand the setup. This basic dial plan scenario includes the following linked elements :menuselection:`Start --> Play a file --> Menu --> (Hang-up, Calls, Queues, Conferences) --> (Voicemail, Hang-up)`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:-1
msgid "Basic dial plan configuration."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dial_plan_basics.rst:203
msgid "This setup does **not** include any basic or advanced call routing. For more information on call routing, reference this documentation: :doc:`dial_plan_advanced`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:3
msgid "Dynamic caller ID"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:5
msgid "*Caller ID* identifies the caller when they make a phone call. It allows the recipient of the call to see what number the caller is calling from. Caller ID shows users and clients who is calling, so they can choose to pick up or decline the call."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:9
msgid "Axivox offers a dynamic caller ID option to choose which number is displayed on outgoing calls."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:11
msgid "International numbers can be purchased to do business transactions internationally, via a phone call, from a number that has an area code or country code of the destination being called. By displaying a local number, this can increase customer engagement."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:15
msgid "Some companies have many employees making calls from a call center. These employees are not always available to receive a return phone call from a prospective customer. In this case, :abbr:`VoIP (Voice over Internet Protocol)` can be configured in such a way that dynamic caller ID shows the main company phone number, so any number of employees in the group can answer the call. This way, a call is never missed."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:24
msgid "Default outgoing number"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:26
msgid "In Axivox a *default number* can be set. This is a company's main number. This means, when anyone from the company (user/employee) calls a number outside the company, the default outgoing number shows up automatically on the caller ID."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:30
msgid "If someone from outside the company tries to call back a user/employee, they are then funneled back through the main line (default number). If there is a dial plan set up, they are prompted to make selections. This is especially helpful in cases where employees change positions frequently, or if they leave the company."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:39
msgid "To access the default number, go to the `Axivox management console <https://manage.axivox.com>`_, and log in. Then, click into :guilabel:`Settings` in the left menu, and navigate to :guilabel:`Default outgoing number`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:43
msgid "From here, change the :guilabel:`Default outgoing number` by clicking the drop-down menu, and making a selection from the incoming phone numbers available on Axivox."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:46
msgid "Be sure to :guilabel:`Save` the changes, then click :guilabel:`Apply changes` in the upper-right corner of the :guilabel:`General Settings` page to implement the change."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:49
msgid "The :guilabel:`Default outgoing number` is what shows up by default in the Axivox management portal. However, the outgoing number can also be configured differently at the user level."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:53
msgid "Users"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:55
msgid "To configure the outgoing number at the user level, log in to the `Axivox management console <https://manage.axivox.com>`_. Next, click :guilabel:`Users` from the menu on the left, and then click :guilabel:`Edit` to the right of the user that is to be configured."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:59
msgid "Under :guilabel:`Outgoing number`, click the drop-down menu to select either the :guilabel:`Default outgoing number` (as specified here: :ref:`voip/axivox/dynamic-caller-id-default`), or any of the incoming numbers on the Axivox account."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:63
msgid "Choosing the :guilabel:`Default` selection in the :guilabel:`Outgoing number` drop-down menu ensures this user has the :guilabel:`Default outgoing number` shown on their caller ID when making calls."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:66
msgid "If a specific number is chosen, and that number is assigned to this user under :guilabel:`Incoming numbers` (in the Axivox console's menu on the left), that means this user has a direct line for customers to reach them."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:70
msgid "Once the desired changes are complete, be sure to click :guilabel:`Save`, then click :guilabel:`Apply changes` in the upper-right corner to implement the change."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:74
msgid "By default, when creating a new user in Axivox, the :guilabel:`Outgoing number` is automatically set to :guilabel:`Default`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:78
msgid "Advanced options"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:80
msgid "To access the :guilabel:`Advanced options`, navigate to the :guilabel:`Settings` option in the menu on the left of the `Axivox management console <https://manage.axivox.com>`_. Then, click :guilabel:`Advanced options` to the right of :guilabel:`Default outgoing number`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:84
msgid "By default, there are not any advanced rules set. To create one, click the green :guilabel:`+ (plus)` icon. Doing so reveals a line with two blank fields. From here, different caller IDs can be set up, depending on what location the user/employee is calling from."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:88
msgid "To create a rule, first set the :guilabel:`Destination prefix` in the first empty field. This is the country code, complete with zero(s) in front of it. Then, in the second empty field, select the phone number that should be used for calling out from that country code."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:93
msgid "Check the box for :guilabel:`Apply advanced rules even for users with a default outgoing number configured` to allow these rules to take precedent over all other outgoing configurations."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:97
msgid "The order of the rules can be modified by dragging-and-dropping them into another order. The first matching rule is applied."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:101
msgid "For example, a company wants all users/employees to utilize the configured number for Great Britain when calling from the `0044` country code (Great Britain)."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:104
msgid "To accomplish that, simply type in `0044` into the :guilabel:`Destination prefix` field, and select the number starting with the `+44` country code. Order the rules as necessary, and select the checkbox to supersede all other rules, if needed."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:0
msgid "Advanced options for the default outgoing number."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/dynamic_caller_id.rst:112
msgid "Once the desired configurations are complete, be sure to click :guilabel:`Save`, then click :guilabel:`Apply changes` in the upper-right corner to implement the change."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:3
msgid "Manage users in Axivox"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:5
msgid "Managing Axivox :abbr:`VoIP (Voice over Internet Protocol)` users is an important part of setting up :abbr:`VoIP (Voice over Internet Protocol)` in an Odoo database. Each Axivox user has a unique name, phone number and/or extension, and a voicemail. This way, they can be reached in a variety of convenient ways."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:10
msgid "Axivox users are organized in a simple, straightforward way in the Axivox console, so an administrator can manage users quickly and easily."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:14
msgid "This documentation covers how to configure everything through a provider called, Axivox. Depending on the chosen VoIP provider, the processes to manage users may be different."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:18
msgid "Overview"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:20
msgid "Begin at the Axivox management console by navigating to `https://manage.axivox.com <https://manage.axivox.com>`_. Log in with the appropriate administrator credentials."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:24
msgid "Actions in the Axivox management console **must** be double-saved, in order for the changes to take effect. To save any changes, click :guilabel:`Save` in the individualized changes screen. Then, to implement those changes, click the :guilabel:`Apply Changes` button in the upper-right corner of the console."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:34
msgid "Incoming numbers are all the numbers a company is paying to use to receive calls."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:36
msgid "Click on :menuselection:`Incoming numbers` from the menu on the left of the Axivox management console. Doing so reveals the :guilabel:`Incoming numbers` page, where all the incoming numbers are listed, along with their :guilabel:`Destination` and SMS information."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:40
msgid "The :guilabel:`Destination` determines the action that is taken, or the path the caller follows when dialing said numbers."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:43
msgid "To edit the :guilabel:`Destination`, click the :guilabel:`Edit` button to the far-right of the incoming number line to be modified. Then, on the :guilabel:`Edit number` page that appears, the :guilabel:`Destination type for voice call` can be changed."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:47
msgid "The options available in the :guilabel:`Destination type for voice call` drop-down menu are as follows:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:50
msgid ":guilabel:`Not configured`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:51
msgid ":guilabel:`Extension`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:52
msgid ":guilabel:`Dial plan`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:53
msgid ":guilabel:`Voicemail`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:54
msgid ":guilabel:`Hang up`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:55
msgid ":guilabel:`Conference`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:57
msgid "Depending on the selection made in the :guilabel:`Destination type for voice call` drop-down menu, a second, selection-specific drop-down menu is populated with further configuration options. Additionally, more fields are revealed, based on the selection made in the :guilabel:`Destination type for voice call` drop-down menu."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:62
msgid "Once the desired configurations are complete, click :guilabel:`Save`, then click :guilabel:`Apply changes` in the upper-right corner to implement them."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:66
msgid "New users"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:68
msgid "Every employee using :abbr:`VoIP (Voice over Internet Protocol)` at the company needs an Axivox user account associated with them."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:71
msgid "To view existing users in the Axivox management console, click :guilabel:`Users` from the menu on the left of the console. Every user has a :guilabel:`Number`, :guilabel:`Name`, option for a :guilabel:`Voicemail`, and an :guilabel:`Outgoing number` specified."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:75
msgid "To create a new user in the Axivox console, click :guilabel:`Add a user` to reveal a :guilabel:`New user` form. The following tabs are available for configuring the new user:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:78
msgid ":guilabel:`General`: basic information, including the extension of the user, can be set."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:79
msgid ":guilabel:`Forwardings`: internal forwards on 'no answer' or busy signals."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:80
msgid ":guilabel:`Follow Me`: external forward configuration."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:81
msgid ":guilabel:`Keys`: set hot-keys within the :abbr:`VoIP (Voice over Internet Protocol)` system."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:82
msgid ":guilabel:`SIP Identifiers`: :abbr:`SIP (Session Initiation Protocol)` username and password for external configuration."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:84
msgid ":guilabel:`Permissions`: set access rights for users in the Axivox management console."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:87
msgid "General tab"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:89
msgid "Under the :guilabel:`General` tab of the :guilabel:`New user` form, in the :guilabel:`Extension` field, input an extension that is unique to the user. This is the number internal users dial to reach a specific employee."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:93
msgid "In the :guilabel:`Name` field, input the employee name."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:95
msgid "Next, fill out the :guilabel:`Email address of the user` field. A valid email address for the employee should be added here, where the user receives business emails."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:98
msgid "In the :guilabel:`GSM number` field, enter an alternative number at which the user can be reached. Be sure to include the country code."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:102
#: ../../content/applications/productivity/voip/onsip.rst:135
msgid "A country code is a locator code that allows access to the desired country's phone system. The country code is dialed first, prior to the target number. Each country in the world has its own specific country code."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:106
#: ../../content/applications/productivity/voip/onsip.rst:146
msgid "For a list of comprehensive country codes, visit: `https://countrycode.org <https://countrycode.org>`_."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:-1
msgid "General tab layout in the Axivox management console."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:113
msgid "In the :guilabel:`Voicemail` field, select either :guilabel:`Yes` or :guilabel:`No` from the drop-down menu."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:116
msgid "In the :guilabel:`Directory` field, the administrator has the option to leave it blank, by making no changes, or selecting :guilabel:`Default` from the drop-down menu. The :guilabel:`Directory` is used in the *Digital Receptionist* feature element of a dial-plan."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:120
msgid "At the bottom of the :guilabel:`General` tab, there are two separate options with selection boxes."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:122
msgid "The first option is :guilabel:`This user can receive multiple calls at the same time`. By selecting this option, users are able to receive calls when on another call."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:125
msgid "The second option, :guilabel:`This user must log-in to call`, provides the option to make it mandatory for the user to log in."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:129
msgid "If a company uses physical VoIP phones on desks, and wants their employees to be able to log in from *any* phone or desk in the office, they would make the selection for :guilabel:`This user must log-in to call`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:133
msgid "Once the desired configurations are complete, click :guilabel:`Save`, then click :guilabel:`Apply changes` in the upper-right corner."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:139
msgid "Forwardings tab"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:141
msgid "Under the :guilabel:`Forwardings` tab of the :guilabel:`New user` form, a company can decide what happens if someone calls a user, and the call is not answered."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:145
msgid "Forwardings are disabled when the :guilabel:`Follow Me` option is enabled."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:147
msgid "For example, under the :guilabel:`Forwarding on no answer` field, when the button for :guilabel:`Add a destination` is selected, the option to add a specific user or phone number is revealed. After entering the :guilabel:`Destination`, a specific time frame can be selected by sliding the :guilabel:`seconds bar` to the desired ring time."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:152
msgid "Additional :guilabel:`Destinations` can be added on with different ring times."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:155
msgid "Ring times can be staggered, so the call is forwarded to another user after the first user does not pick up the call. The option to :guilabel:`Send to voicemail as a last resort` is available to the administrator, should the :guilabel:`Destinations` not pick up."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:159
msgid "Under the :guilabel:`Forwarding on busy` field, an administrator can :guilabel:`Add a destination`. When clicked, they can then set the :guilabel:`Destination` (user) and time frame. Should the original user's :abbr:`VoIP (Voice over Internet Protocol)` extension, or incoming number, be busy, the call is forwarded to the destination(s)."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:-1
msgid "Manage forwarding calls to different users or phone numbers in the Forwardings tab."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:168
msgid "When the desired configurations are complete, click :guilabel:`Save`, then click :guilabel:`Apply changes` in the upper-right corner of the page."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:172
msgid "Follow Me tab"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:174
msgid "When the :guilabel:`Follow Me` option is selected, under the :guilabel:`Follow Me` tab of the :guilabel:`New user` form, no :menuselection:`Forwardings` can be made."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:177
msgid "Also, when the :guilabel:`Follow Me` option is selected, the :guilabel:`Add a destination` button can be selected to add users, or a destination phone number, to the original user's account. That way, these added numbers ring when a call is received."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:181
msgid "After entering the :guilabel:`Destination`, a specific time frame can be made by sliding the :guilabel:`seconds bar` to the desired ring time. Additional :guilabel:`Destinations` can be added with different ring times."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:186
msgid "The original user's :abbr:`VoIP (Voice over Internet Protocol)` number does **not** ring with this option selected. Ring times can also be staggered, so the call is forwarded to another user after the first user does not pick up the call."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:-1
msgid "Ring destinations like different users or phone numbers from the Follow Me tab."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:195
msgid "The Odoo mobile app, or another :abbr:`SIP (Session Initiation Protocol)` mobile client, allows for simultaneous ringing of the user's extension or incoming number. For more information, visit the :doc:`VoIP Mobile Integrations <../devices_integrations>` documentation."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:199
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:345
msgid "Once all desired configurations are complete, click :guilabel:`Save`, then click :guilabel:`Apply changes` in the upper-right corner."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:203
msgid "Keys tab"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:205
msgid "Under the :guilabel:`Keys` tab of the :guilabel:`New user` form, speed dial actions for the user can be configured. Some more advanced options are available, as well."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:208
msgid "The following options are available to set to numerical values `1-20`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:210
msgid "These actions can be set on each number:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:212
msgid ":guilabel:`Not configured`: the default action, which is nothing."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:213
msgid ":guilabel:`BLF (Busy lamp fields)`: this action shows the status of other users' phones connected to the Axivox phone system. This is primarily used on a desk-phone."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:215
msgid ":guilabel:`Quick Call`: this action allows for a speed-dial of an external number."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:216
msgid ":guilabel:`Line`: this action allows the user to call another user."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:217
msgid ":guilabel:`Switch`: this action allows the user to switch between calls from a desk-phone."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:218
msgid ":guilabel:`Pickup`: this action allows the user to pick up an incoming call from a desk-phone."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:-1
msgid "Manage user page with Keys tab highlighted and number 2 key drop-down menu selected (with\n"
"highlight)"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:225
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:313
msgid "Once all the desired configurations are complete, click :guilabel:`Save`, then click :guilabel:`Apply changes` in the upper-right corner."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:229
msgid "Many of the preceding options have secondary options available, as well, that can be used to link a user, or external phone number. These **must** be filled out in conjunction with the initial action."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:234
msgid "The :guilabel:`Number of keys` field can be changed by entering in the desired numerical value in the :guilabel:`Number of keys` field, located at the top of the :guilabel:`Keys` tab of the :guilabel:`New user` form."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:239
msgid "SIP Identifiers tab"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:241
msgid "*SIP*, which stands for Session Initiation Protocol telephony, allows one to make and receive calls through an internet connection. The :guilabel:`SIP Identifiers` tab on the :guilabel:`New user` form, contains credentials needed to configure Axivox users in Odoo and/or a different :abbr:`SIP (Session Initiation Protocol)` mobile client."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:247
msgid "See the documentation on configuring Axivox, using the SIP identifiers:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:249
msgid ":doc:`Use VoIP services in Odoo with Axivox <axivox_config>`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:250
msgid ":doc:`Axivox Mobile Integrations <../devices_integrations>`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:252
msgid "Under the :guilabel:`SIP Identifiers` tab, the :guilabel:`SIP username` field represents the user's information that was entered in the :guilabel:`Extension` field, under the :guilabel:`General` tab."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:255
msgid "The :guilabel:`Domain` field is assigned to the company by the Axivox representative."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:257
msgid "The value in the :guilabel:`SIP Password` field is unique for every Axivox user. This value is used to sign into Axivox on Odoo, and for any mobile :abbr:`SIP (Session Initiation Protocol)` clients."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:-1
msgid "Important credentials used for external configurations of Axivox VoIP."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:264
msgid "The value listed in the :guilabel:`Address of the proxy server` field is typically: `pabx.axivox.com`, but is subject to change by Axivox, so be sure to check the :guilabel:`SIP Identifiers` tab for the most accurate value."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:268
msgid "Once all desired configurations have been made, click :guilabel:`Save`, then click :guilabel:`Apply changes` in the upper-right corner."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:272
msgid "Permissions tab"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:274
msgid "Under the :guilabel:`Permissions` tab of a :guilabel:`New user` form, a :guilabel:`Username` and :guilabel:`Password` can be entered for the user."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:277
msgid "Beneath those fields, the following permissions can be granted to Axivox users for portal access:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:279
msgid ":guilabel:`User portal access`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:280
msgid ":guilabel:`User management`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:281
msgid ":guilabel:`Administrator access`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:282
msgid ":guilabel:`Phone management`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:283
msgid ":guilabel:`User group management`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:284
msgid ":guilabel:`Phone number management`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:285
msgid ":guilabel:`Dial plan management`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:286
msgid ":guilabel:`Pickup group management`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:287
msgid ":guilabel:`Switch management`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:288
msgid ":guilabel:`Conference management`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:289
msgid ":guilabel:`Queue management`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:290
msgid ":guilabel:`Voicemail management`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:291
msgid ":guilabel:`Audio messages management`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:292
msgid ":guilabel:`Music on hold management`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:293
msgid ":guilabel:`Directory management`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:294
msgid ":guilabel:`Call list`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:295
msgid ":guilabel:`Connected user list`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:296
msgid ":guilabel:`Global settings`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:297
msgid ":guilabel:`Apply changes button`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:298
msgid ":guilabel:`Invoice download`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:299
msgid ":guilabel:`Invoice details`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:300
msgid ":guilabel:`Blacklist management`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:301
msgid ":guilabel:`Conference participant management`"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:303
msgid "To access credentials for the Axivox user portal, navigate to the top of the :menuselection:`Permissions` tab. Then, copy the :guilabel:`Username`, and enter the correct :guilabel:`Password` for the individual user. There is a minimum of 8 characters for a user password."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:309
msgid "These are the same permissions granted to the Axivox administrator that are listed in the menu on the left in the Axivox management console. Should a selection state :guilabel:`No`, or :guilabel:`No access`, then the menu option does **not** populate for the user."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:316
msgid "Upon finishing the setup for a new user, an :ref:`voip/axivox/incoming_number` can be linked."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:-1
msgid "Manage a user page, with the permissions tab highlighted, along with the first permission\n"
"highlighted indicating a no selection."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:326
msgid "User groups"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:328
msgid "A user group is a grouping of Axivox users that can be linked to a queue for call center capability."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:331
msgid "To begin using user groups, navigate to `https://manage.axivox.com <https://manage.axivox.com>`_."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:333
msgid "Then, log in with the appropriate administrator credentials. From the menu on the left of the Axivox administrative panel, click into :guilabel:`User Groups`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:336
msgid "To add a user group from the :guilabel:`User Groups` page, click :guilabel:`Add a group`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:338
msgid "Next, name the group, by entering text into the :guilabel:`Name` field. Then, add a member to the group by typing the first few letters of the user's name into the :guilabel:`Members` field. The user populates in a drop-down menu below the field. Then, click on the desired user, and they are added to the user group."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:343
msgid "Repeat this process to add more users to the group."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:3
msgid "Voicemails and audio messages"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:7
msgid "Managing voicemail is an important part of any business. A company needs to access their messages with ease, and stay on top of any missed calls. Recording audio messages, like thanking a caller for reaching out, or directing them to the right extension, is also a great way to personalize the business interaction, and set the tone with the customer."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:12
msgid "This document covers the configuration of both voicemail and audio messages in the Axivox administrative portal."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:18
msgid "Set global language"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:20
msgid "To start using voicemails and audio messages with Axivox, the global language should be set in the Axivox admin portal settings. To do that, navigate to `manage.axivox.com <axivox_admin_>`_. After logging into the portal, go to :menuselection:`Settings --> Global language (e.g.: voicemail messages,...)`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:25
msgid "From here, set the language to either: :guilabel:`Francais`, :guilabel:`English`, :guilabel:`Espanol`, or :guilabel:`Deutsch`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:28
msgid "Then, click :guilabel:`Save`, followed by :guilabel:`Apply changes` in the upper-right corner of the :guilabel:`General Settings` page to implement the change into production."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:34
msgid "Activate voicemail"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:36
msgid "In order for a user to utilize voicemail in Axivox, the voicemail feature **must** be turned on in the Axivox administrative portal. To begin using voicemail with a user, navigate to `manage.axivox.com <axivox_admin_>`_. Then, log in with the appropriate administrator credentials."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:40
msgid "On the left menu of the Axivox administrative panel, click into :guilabel:`Users`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:42
msgid "Then, click into the specific user the voicemail should be activated for. Under the section marked, :guilabel:`Voicemail`, open the drop-down menu, and click on :guilabel:`Yes`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:45
msgid "Lastly, :guilabel:`Save` the change, then click :guilabel:`Apply changes` in the upper-right corner of the screen."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:49
msgid "Voicemail"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:51
msgid "The next step is to set up the individual voicemail boxes on the Axivox administrative portal. To access the portal, visit `manage.axivox.com <axivox_admin_>`_ and log in. Then, navigate to :menuselection:`Voicemails`, located in the menu on the left."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:55
msgid "If the voicemail option was activated in the user profile, using this process :ref:`voip/axivox/activate_voicemail`, then a voicemail is automatically created on the :guilabel:`Voicemails` page."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:60
msgid "It should be noted that some of the administrative portal language is in French, as Axivox is a Belgian company. The global language is still set to one of the four options as seen here: :ref:`voip/axivox/global_language`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:65
msgid "Manually create voicemail"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:67
msgid "To manually create a new voicemail box, click :guilabel:`Add a voicemail` on the :guilabel:`Voicemails` page. Or, edit an existing voicemail box, by clicking :guilabel:`Edit` to the far-right of an existing voicemail box on the :guilabel:`Voicemails` page."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:72
msgid "Suppose a sales or support team needs a general voicemail box. The voicemail would need to be created manually, and attached to an incoming number."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:75
msgid "The new, manually-created voicemail box should be attached to an incoming number, so it can receive messages. To do so, navigate to :menuselection:`Incoming numbers`, located in the menu on the left. Then, click :guilabel:`Edit` to the far-right of the specific number the voicemail should be linked to."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:80
msgid "In the :guilabel:`Destination type for voice call` field, click the drop-down menu, and select :guilabel:`Voicemail`. Then, open the drop-down menu on the next line labeled, :guilabel:`Voicemail`, and select the manually-created voicemail box."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:85
msgid "If an incoming number is capable of receiving SMS/text messages, an additional field, :guilabel:`Destination email address for Incoming SMS`, is present."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:88
msgid "To determine whether an incoming number is capable of receiving SMS/text messages, click :guilabel:`Incoming numbers` from the menu on the left, then check the :guilabel:`SMS compatible` column for the incoming number."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:92
msgid "Then, if applicable, in the field labeled, :guilabel:`Destination email address for Incoming SMS`, enter an email to which incoming text messages sent to the incoming number can be received. Some incoming numbers (US +1) in Axivox are capable of receiving text messages from individuals and automated numbers."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:97
msgid "Should this field be left empty, the default destination address is used, instead (as previously set in the beginning of the process for manually creating a voicemail)."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:100
msgid "Once all desired configurations are complete, click :guilabel:`Save`, then click :guilabel:`Apply changes` in the upper-right corner of the screen to implement the change into production."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:104
msgid "Notifications"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:106
msgid "Now, whenever a voicemail is received on any of the automatically pre-configured or manually-linked voicemail boxes, an email is sent to the user's email address, as listed in the :guilabel:`Voicemails` page, or in the user's Axivox profile."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:110
msgid "This information can be accessed by navigating to :menuselection:`Users` in the left menu, and clicking :guilabel:`Edit` next to the specific user in question."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:116
msgid "Forwarding to voicemail"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:118
msgid "In Axivox, there are also numerous forwarding settings for a user. To access these forwarding settings, go to `manage.axivox.com <axivox_admin_>`_ and log in."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:121
msgid "Next, navigate to :menuselection:`Users`, located in the menu on the left."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:123
msgid "From there, click into the specific user the forwarding should be added to. Then, open the :guilabel:`Forwardings` tab."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:126
msgid "If the user is busy on another call, or away from the phone, there is an option present in this tab to :guilabel:`Send to voicemail as a last resort`, located in the :guilabel:`Forwarding on no answer` and :guilabel:`Forwarding on busy` fields."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:-1
msgid "Send to voicemail as a last resort options highlighted on the Forwardings tab of the user."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:134
msgid "If the :guilabel:`Send to voicemail as a last resort` box is ticked, when the forwarding actions stated in each section are not successful, the caller is routed to the voicemail set on the particular user."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:139
msgid "For more information on forwarding and transfers, visit :ref:`voip/axivox/forwardings_tab`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:141
msgid "When all the desired configurations are complete, click :guilabel:`Save`, then click :guilabel:`Apply changes` in the upper-right corner of the screen to implement the change."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:147
msgid "Audio messages"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:149
msgid "It is possible to add audio messages *before* a customer's call is even taken, to inform them about the waiting time for deliveries, the availability of a product, or any other important promotional messages."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:153
msgid "To record an audio message in Axivox, navigate to `manage.axivox.com <axivox_admin_>`_ and log in."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:155
msgid "Next, click on :guilabel:`Audio messages` in the menu on the left. From the :guilabel:`Audio messages` page, click :guilabel:`Add a message`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:158
msgid "Type in a :guilabel:`Name`, and click :guilabel:`Save`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:160
msgid "Upon clicking :guilabel:`Save`, the browser redirects back to the main :guilabel:`Audio messages` page, where the newly-created message can be found on the list."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:163
msgid "There are two different ways to make the audio message. The user could either record the message over the phone, or type the message (in text), and select a computer-generated speaker to read the message."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:168
msgid "Record audio message"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:170
msgid "To record an audio message over the phone, click the orange button labeled, :guilabel:`Record/Listen`, located to the right of the desired message on the list to record, on the :guilabel:`Audio messages` page."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:174
msgid "When clicked, a :guilabel:`Record / listen to a message` pop-up window appears. From here, the message is then recorded, via one of the extensions that is associated with the user. Under :guilabel:`Extension to use for message management` field, click the drop-down menu, and select the extension where Axivox should call to record the message."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:179
msgid "Then, click :guilabel:`OK` to begin the call."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:182
msgid "The user **must** be active in the production database with :abbr:`VoIP (Voice over Internet Protocol)` configured. To configure :abbr:`VoIP (Voice over Internet Protocol)` for a user, see this documentation: :doc:`axivox_config`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:186
msgid "Upon connecting to the Axivox audio recorder management line, a recorded French-speaking operator provides the following options:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:189
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:199
msgid "Press `1` to record a message."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:190
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:200
msgid "Press `2` to listen to the current message."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:192
msgid "Press either `1` or `2`, depending on whether or not there is already a message present in the system for this particular audio message that requires a review, before recording a new one."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:195
msgid "Record the new audio message after pressing `1`, then press `#` to end the recording."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:197
msgid "The French-speaking operator returns to the line presenting the first set of questions again:"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:202
msgid "Press `#` to end the call."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:205
msgid "Write audio message"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:207
msgid "To type the message, and select a computerized speaker to say the text, navigate to the :menuselection:`Audio messages` in the menu on the left."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:210
msgid "From the :guilabel:`Audio messages` page, select the blue button labeled, :guilabel:`Text message`, next to the corresponding audio message :guilabel:`Name` that the message should be attached to."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:213
msgid "Doing so reveals a :guilabel:`Convert text to message` pop-up window."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:215
msgid "From the :guilabel:`Convert to text message` pop-up window, click the drop-down menu next to the field labeled, :guilabel:`Voice`, and select an option for the :guilabel:`Text` to be read in."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:218
msgid "After the :guilabel:`Voice` selection has been made, and the message has been written in the :guilabel:`Text` field, click :guilabel:`Generate` to process the audio file."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:221
msgid "The text is read in the same language it is written in the :guilabel:`Text` field. Should the language differ in the :guilabel:`Voice` field, then an accent is used by the computerized speaker."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:224
msgid "Finally, when these steps are complete, click :guilabel:`Save` to save the audio message."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:226
msgid "To implement the changes, click :guilabel:`Apply changes` in the upper-right corner of the screen."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:-1
msgid "Convert text to message window with voice, text, generate button and save highlighted."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:233
msgid "To set a greeting or audio message in a dial plan element double-click on the element. This could be a :guilabel:`Play a file` element, or a :guilabel:`Menu` element, in which the caller should encounter an urgent message, or a dial-by-number directory."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:237
msgid "For more information on dial plans see this documentation: :doc:`dial_plan_basics` or :doc:`dial_plan_advanced`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:243
msgid "Music on-hold"
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:245
msgid "Axivox has the option to add custom hold music to the call whenever a caller is waiting for their call to be answered. To add hold music to the Axivox administrative portal, navigate to the `manage.axivox.com <axivox_admin_>`_, and log in."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:249
msgid "Then, click on :guilabel:`Music on hold` from the menu on the left, and a :guilabel:`Change the music on hold` pop-up window appears."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:252
msgid "On the :guilabel:`Change the music on hold` pop-up window, click the :guilabel:`Choose File` button to select an MP3 (MPEG Audio Layer 3) or WAV (Waveform Audio File Format ) file to be uploaded."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:256
msgid "Only :abbr:`MP3 (MPEG Audio Layer 3)` or :abbr:`WAV (Waveform Audio File Format)` files can be uploaded to the Axivox administrative portal."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:259
msgid "Once the file is selected, the :guilabel:`Progression` bar shows an upload status. When this activity completes, the window can be closed, by clicking :guilabel:`Close`."
msgstr ""
#: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:262
msgid "When the desired changes are complete, click :guilabel:`Apply changes` in the upper-right corner of the screen."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:3
msgid "Devices and integrations"
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:5
msgid ":abbr:`VoIP (Voice over Internet Protocol)` can be used on many different devices, such as a computer, tablet, mobile phone, and many more. This is helpful in that it reduces costs, and employees can work from anywhere in the world, so long as they have a broadband internet connection."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:9
msgid "Odoo *VoIP* is SIP (Session Initiation Protocol) compatible, which means it can be used with *any* :abbr:`SIP (Session Initiation Protocol)` compatible application."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:12
msgid "This document covers the process of setting up Odoo *VoIP* across different devices and integrations."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:15
msgid "Odoo is fully-integrated with all Odoo apps, allowing users to click into any app, and schedule a call as an activity in the chatter."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:19
msgid "For example, in the *CRM* app, a user can click into an opportunity, and click on :guilabel:`Activities` in the chatter."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:22
msgid "Next, they can choose :guilabel:`Call`, and under :guilabel:`Due Date`, they can select a date."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:24
msgid "Once they click :guilabel:`Save`, an activity shows up in the chatter."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:26
msgid "Should the :guilabel:`Due Date` be for today's date, the activity shows up in the :abbr:`VoIP (Voice over Internet Protocol)` widget."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:0
msgid "View of CRM leads and the option to schedule an activity for Odoo Discuss."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:34
msgid "Odoo VoIP (laptop/desktop computer)"
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:36
msgid "The Odoo *VoIP* (Voice over Internet Protocol) module and widget can be used from any browser on a laptop or desktop device. Simply click on the :guilabel:`📞 (phone)` icon in the upper-right corner, while in the Odoo database, and the widget appears."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:41
msgid "To see how to use the :abbr:`VoIP (Voice over Internet Protocol)` widget on a desktop/laptop computer, check out this documentation: :doc:`voip_widget`."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:45
msgid "Odoo VoIP (tablet/mobile device)"
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:47
msgid "The Odoo *VoIP* app can be used on tablets and mobile phones, through the Odoo Android or Apple IOS applications. Additionally, a mobile web browser can be used to access the database."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:51
msgid "Odoo Android and Apple IOS applications are no longer being maintained by Odoo on the Android and Apple portals. This means Odoo support only handles limited scopes of Odoo Android or Apple IOS support tickets."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:56
msgid "While outgoing calls can be placed using Odoo on a mobile device, be aware that Odoo is **not** a full :abbr:`VoIP (Voice over Internet Protocol)` application, and does **not** ring on incoming calls. If the user needs to be reachable on a mobile device at all times, an app, like Zoiper, should be used. Apps like that stay connected in the background at all times."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:61
msgid "For more information, see this documentation: :ref:`voip/zoiper`."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:63
msgid "While in the mobile application on a mobile device/tablet, access the Odoo *VoIP* widget, by tapping on the :guilabel:`📞 (phone)` icon in the upper-right corner. The widget appears in the lower-left corner."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:67
msgid "When first making a call from the tablet using the mobile application, the user is prompted to :guilabel:`Allow` the database to use the microphone. Click :guilabel:`Allow` when prompted to continue with the call using the microphone."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:71
msgid "This step is **necessary**, whether using the mobile Odoo application or web browser."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:-1
msgid "Allow the database to access the microphone."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:77
msgid "Odoo then asks how to make the call. The two options are : :guilabel:`VOIP` or :guilabel:`Phone` (should the tablet be enabled for calling). Click the box next to :guilabel:`Remember ?` should this decision be the default moving forward."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:-1
msgid "Window prompt to choose whether to use VOIP or the devices phone to make the call."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:85
msgid "Here is the layout of what the Odoo *VoIP* app looks like on a mobile device:"
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:-1
msgid "Layout of what the VoIP app looks like on the a mobile device."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:94
msgid "Zoiper Lite"
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:96
msgid "*Zoiper Lite* is a free :abbr:`VoIP (Voice over Internet Protocol)` :abbr:`SIP (Session Initiation Protocol)` dialer with voice and video."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:99
msgid "To start using the *Zoiper* app, download it to the device, via the `Zoiper download page <https://www.zoiper.com/en/voip-softphone/download/current>`_."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:102
msgid "A mobile device is the most common installation, and this document covers how to set up on the *Zoiper* IOS application. Screenshots and steps may differ depending on the set up conditions."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:105
msgid "After installing the *Zoiper* application on the mobile phone, open the application, and tap on :guilabel:`Settings`. Navigate to :menuselection:`Accounts`, and tap on the :guilabel:`+ (plus)` icon to add an account."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:109
msgid "If the :abbr:`VoIP (Voice over Internet Protocol)` account is already set up, then click :guilabel:`Yes`. This means an account username and password has already been produced."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:-1
msgid "Zoiper account setup, shown in the view from a mobile device."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:116
msgid "Next, tap on :guilabel:`Select a provider`. On the screen that populates, tap :guilabel:`Country`, in the upper-right corner, to narrow the providers down to a specific country. Choose the country for the provider that is being configured, then find the :guilabel:`Provider`, and select it."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:121
msgid "If the provider being configured is *Axivox*, then select :guilabel:`Belgium`. Then, choose :guilabel:`Axivox` as the provider."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:-1
msgid "Zoiper account setup, choosing the provider."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:128
msgid "Under :abbr:`SIP (Session Initiation Protocol)` options, enter the :guilabel:`Account name`, :guilabel:`Domain`, :guilabel:`Username`, and :guilabel:`Password`. All this information varies, based on the account."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:133
msgid "To access this information, via the *Axivox* portal, navigate to :menuselection:`Users --> Choose user --> Edit --> SIP Identifiers tab`. The :guilabel:`SIP username`, :guilabel:`Domain`, :guilabel:`SIP password`, and :guilabel:`Address of the proxy server` are all present in this tab."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:141
msgid "Zoiper Field"
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:142
msgid "Axivox Field"
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:143
msgid "Account name"
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:144
msgid "*Can be anything*"
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:145
#: ../../content/applications/productivity/voip/devices_integrations.rst:146
msgid "Domain"
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:147
msgid "Username"
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:148
msgid "SIP username"
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:149
msgid "Password"
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:150
msgid "SIP password"
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:152
msgid "Once this account information is entered, click the green :guilabel:`Register` button at the top of the screen. Once the registration information is checked, *Zoiper* populates a message, stating :guilabel:`Registration Status: OK`."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:156
msgid "At this point, *Zoiper* is now set up to make phone calls using the :abbr:`VoIP (Voice over Internet Protocol)` service."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:-1
msgid "Zoiper account setup, registration successful."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:164
msgid "Linphone"
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:166
msgid "*Linphone* is an open-source :abbr:`VoIP (Voice over Internet Protocol)` :abbr:`SIP (Session Initiation Protocol)` softphone, used for voice, video, messaging (group and individual), as well as conference calls."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:170
msgid "To start using the *Linphone* app, download it to the device, via the `Linphone download page <https://new.linphone.org/technical-corner/linphone?qt-technical_corner=2#qt-technical_corner>`_."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:173
msgid "A mobile device is the most common installation, and this document covers how to set up the *Linphone* IOS application. Screenshots and steps may differ depending on the circumstances."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:176
msgid "To begin configuring *Linphone* for use with a :abbr:`SIP (Session Initiation Protocol)` provider, first open *Linphone*, and an assistant screen appears."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:179
msgid "From this screen, select :guilabel:`Use SIP Account`. Then, on the following screen, enter the :guilabel:`Username`, :guilabel:`Password`, :guilabel:`Domain`, and :guilabel:`Display Name`. Once complete, press :guilabel:`Login`."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:183
msgid "At this point, *Linphone* is ready to start making calls, once there is a green button at the top of the application screen that reads, :guilabel:`Connected`."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:-1
msgid "Linphone account setup, registration successful."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:191
msgid "*Linphone* makes a variety of applications for mobile and desktop devices in operating systems, such as Windows, Linux, Apple, and Android. Because *Linphone* is an open-source project, many new updates are released on a regular basis."
msgstr ""
#: ../../content/applications/productivity/voip/devices_integrations.rst:195
msgid "See `Linphone's wiki-documentation page <https://wiki.linphone.org/xwiki/wiki/public/view/Linphone/>`_."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:3
msgid "Use VoIP services in Odoo with OnSIP"
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:8
msgid "Odoo *VoIP* can be set up to work together with `OnSIP (Odoo Landing Page) <https://info.onsip.com/odoo/>`_. OnSIP is a VoIP provider. An account is needed with OnSIP in order to use this service."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:12
msgid "Before setting up an account with OnSIP, make sure the company's home area, and the areas that will be called, are covered by OnSIP services."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:15
msgid "After opening an OnSIP account, follow the configuration procedure below to configure it on an Odoo database."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:21
msgid "To configure the Odoo database to connect to OnSIP services, first navigate to the :menuselection:`Apps application` from the main Odoo dashboard. Then, remove the default `Apps` filter from the :guilabel:`Search...` bar, and search for `VoIP OnSIP`."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:25
msgid "Next, install the :guilabel:`VOIP OnSIP` module."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:-1
msgid "View of OnSIP app in the app search results."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:32
msgid "Odoo VoIP setting"
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:34
msgid "After installing the *VOIP OnSIP* module, go to the :menuselection:`Settings app`, scroll down to the :guilabel:`Integrations` section, and locate the :guilabel:`Asterisk (VoIP)` fields. Then, proceed to fill in those three fields with the following information:"
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:38
msgid ":guilabel:`OnSIP Domain`: the domain that was assigned when creating an account on `OnSIP <https://www.onsip.com/>`_."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:40
msgid ":guilabel:`WebSocket`: `wss://edge.sip.onsip.com`"
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:41
msgid ":guilabel:`VoIP Environment`: :guilabel:`Production`"
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:-1
msgid "VoIP configuration settings in Odoo Settings app."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:48
msgid "To access the OnSIP domain, navigate to `OnSIP <https://www.onsip.com/>`_ and log in. Then, click the :guilabel:`Administrators` link in the top-right of the page."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:51
msgid "Next, in the left menu, click :guilabel:`Users`, and then select any user. By default, the selected user opens on the :guilabel:`User Info` tab."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:54
msgid "Click on the :guilabel:`Phone Settings` tab to reveal OnSIP configuration credentials (first column)."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:0
msgid "Domain setting revealed (highlighted) on administrative panel of OnSIP management\n"
"console."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:63
msgid "Odoo user setting"
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:65
msgid "Next, the user needs to be set up in Odoo. Every user associated with an OnSIP user **must** also be configured in the Odoo user's settings/preferences."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:68
msgid "To do that, navigate to :menuselection:`Settings app --> Manage Users --> Select the User`."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:70
msgid "On the user form, click :guilabel:`Edit` to configure the user's OnSIP account. Then, click the :guilabel:`Preferences` tab, and scroll to the :guilabel:`VoIP Configuration` section."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:73
msgid "In this section, fill in the fields with OnSIP credentials."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:75
msgid "Fill in the following fields with the associated credentials listed below:"
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:77
msgid ":guilabel:`SIP Login` / :guilabel:`Browser's Extension` = OnSIP :guilabel:`Username`"
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:78
msgid ":guilabel:`OnSIP authorization User` = OnSIP :guilabel:`Auth Username`"
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:79
msgid ":guilabel:`Handset Extension` = OnSIP :guilabel:`Ext.` (extension without the `x`)"
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:80
msgid ":guilabel:`SIP Password` = OnSIP :guilabel:`SIP Password`"
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:-1
msgid "OnSIP user credentials with username, auth username, SIP password, and extension\n"
"highlighted."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:88
msgid "The OnSIP extension can be found in the *User* banner line above the tabs."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:90
msgid "When these steps are complete, click :guilabel:`Save` on the user form in Odoo to save the configurations."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:93
msgid "Once saved, Odoo users can make phone calls by clicking the :guilabel:`📞 (phone)` icon in the top-right corner of Odoo."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:97
msgid "Additional setup and troubleshooting steps can be found on `OnSIP's knowledge base <https://support.onsip.com/hc/en-us>`_."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:101
msgid "Incoming calls"
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:103
msgid "The Odoo database also receives incoming calls that produce pop-up windows in Odoo. When those call pop-up windows appear, click the green :guilabel:`📞 (phone)` icon to answer the call."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:106
msgid "To ignore the call, click the red :guilabel:`📞 (phone)` icon."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:-1
msgid "Incoming call shown in the Odoo VoIP widget."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:114
msgid ":doc:`voip_widget`"
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:117
#: ../../content/applications/productivity/voip/voip_widget.rst:32
msgid "Troubleshooting"
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:120
msgid "Missing parameters"
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:122
msgid "If a *Missing Parameters* message appears in the Odoo widget, make sure to refresh the Odoo browser window (or tab), and try again."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:-1
msgid "Missing parameter message in the Odoo VoIP widget."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:130
msgid "Incorrect number"
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:132
msgid "If an *Incorrect Number* message appears in the Odoo widget, make sure to use the international format for the number. This means leading with the international country code."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:139
msgid "For example, `16505555555` (where `1` is the international prefix for the United States)."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:-1
msgid "Incorrect number message populated in the Odoo VoIP widget."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:150
msgid "OnSIP on mobile phone"
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:152
msgid "In order to make and receive phone calls when the user is not in front of Odoo on their computer, a softphone app on a mobile phone can be used in parallel with Odoo *VoIP*."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:155
msgid "This is useful for convenient, on-the-go calls, and to make sure incoming calls are heard. Any SIP softphone will work."
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:159
msgid ":doc:`devices_integrations`"
msgstr ""
#: ../../content/applications/productivity/voip/onsip.rst:160
msgid "`OnSIP App Download <https://www.onsip.com/app/download>`_"
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:3
msgid "Make, receive, transfer, and forward calls"
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:5
msgid "Calling prospective clients, customers, or colleagues is an essential part of any business. A company also needs to be available when customers call, in order to build trust and make connections."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:9
msgid "This document covers how to make, receive, transfer, and forward calls with Odoo *VoIP*."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:12
msgid "Make calls"
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:14
msgid "Starting on the Odoo dashboard, a call can be made by opening the phone widget in the the upper-right corner, which is represented by a :guilabel:`📞 (phone)` icon."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:17
msgid "Then, a user can click on the :guilabel:`Contacts` tab, and click into any contact in the database to make a call."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:20
msgid "Additionally, one can also use the :guilabel:`Search bar` in the :guilabel:`VOIP` pop-up window to find any desired contact."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:-1
msgid "Using the VoIP phone widget to make calls."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:27
msgid "To manually make a call, click the :guilabel:`⌨️ (keyboard)` icon, and proceed to manually key in the desired number. Do not forget to lead with the :guilabel:`+ (plus)` icon, followed by the international country code."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:32
msgid "For the United States of America, the country code and :guilabel:`+ (plus)` icon, would look like this: `+1`. If one were to dial Belgium, the number would be prefixed by `+32`, and for Great Britain it would be `+44`."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:36
msgid "After entering the full number, with the required :guilabel:`+ (plus)` icon prefix and country code, click the green :guilabel:`📞 (phone)` icon to start the call. When finished, click the red :guilabel:`📞 (phone)` icon to end the call."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:45
msgid "Receive calls"
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:47
msgid "An incoming call automatically opens the *VoIP* widget, when a user is using the Odoo database. Should the database be open in another tab, a sound plays (the sound **must** be activated on the device)."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:51
msgid "Once back to the tab, the calling screen of the *VoIP* phone widget appears."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:53
msgid "Click the green :guilabel:`📞 (phone)` icon to pick up the call, or the red :guilabel:`📞 (phone)` icon to reject the call."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:-1
msgid "Incoming call on the VoIP widget, with the call answer and call reject buttons highlighted."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:61
msgid "Add to call queue"
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:63
msgid "All the contacts and customers that need to be called can be seen in one place with the Odoo *VoIP* phone widget, under the :guilabel:`Next activities` tab."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:-1
msgid "VoIP widget with next activities highlighted, showing tasks below."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:70
msgid "To add a call to the :guilabel:`Next activities` tab, click the green :guilabel:`📞 (phone)` icon, while in kanban view of the *CRM* application."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:73
msgid "To remove them from the call queue, hover over the opportunity that has a call scheduled, and click the red :guilabel:`📞 (phone)` icon that appears with the :guilabel:`- (minus)` icon."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:76
msgid "When navigating back to the *VoIP* phone widget, **only** the calls that are scheduled immediately for that day appear in the queue under the :guilabel:`Next Activities` tab of the *VoIP* pop-up widget."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:-1
msgid "Adding a call to the next activities tab in the VoIP phone widget."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:84
msgid "The :guilabel:`Next Activities` tab of the *VoIP* phone widget is integrated with the following Odoo apps: *CRM*, *Project*, and *Helpdesk*."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:87
msgid "A call can be added in the chatter of records within those applications."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:89
msgid "To manually add a call, via the chatter, click :guilabel:`Activities` (next to the :guilabel:`🕗 (clock)` icon). Under :guilabel:`Activity Type`, select :guilabel:`Call` from the drop-down menu that appears."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:93
msgid "Next, set a :guilabel:`Due Date`, and add a :guilabel:`Summary`."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:95
msgid "Lastly, change the :guilabel:`Assigned to` field to the person that should make the call. Whomever is set in this last field (:guilabel:`Assigned to`) has this call show up in their :guilabel:`Next Activities` call queue in the Odoo *VoIP* phone widget."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:100
msgid "Only calls for the immediate day (today's date) appear in the :guilabel:`Next Activities` tab of the *VoIP* phone widget for that specific user."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:103
msgid "If specified, click :guilabel:`Save` or :guilabel:`Open Calendar` to complete the scheduling of the call."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:107
msgid "Transfer calls"
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:109
msgid "A call can be transferred from one user to another in the Odoo *VoIP* phone widget. However, this can **only** occur after speaking to the caller first. Without picking up the call in the Odoo *VoIP* phone widget, the only way to transfer a call is automatically though the provider console/portal."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:115
msgid "For more information on transfers, visit :ref:`voip/axivox/forwardings_tab`."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:117
msgid "To transfer a call within the Odoo *VoIP* phone widget, first, answer the call using the green :guilabel:`📞 (phone)` icon."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:120
msgid "Once the incoming call is answered, click the :guilabel:`↔ (left-right arrow)` icon. Then, enter the extension of the user the call should be forwarded to. Finally, click :guilabel:`Transfer` to route the call to that phone number."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:125
msgid "To find the extension for a user, consult the :abbr:`VoIP (Voice over Internet Protocol)` administrator, or, if the user has *Settings* access rights to *Administration*, navigate to :menuselection:`Settings App --> Manage Users --> Select the user --> Preferences --> VOIP --> VoIP username / Extension number`."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:130
msgid "For more information on access rights, visit: :doc:`/applications/general/users/access_rights`."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:-1
msgid "Transferring a call within the phone widget, with the transfer buttons highlighted."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:137
msgid "Forward calls"
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:139
msgid "To forward a call within the Odoo *VoIP* phone widget, first, answer the call using the green :guilabel:`📞 (phone)` icon. Once the incoming call is answered, click the :guilabel:`↔ (left-right arrow)` icon."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:143
msgid "Then, enter the full phone number of the user the call should be forwarded to. Finally, click :guilabel:`Transfer` to route the call to that phone number."
msgstr ""
#: ../../content/applications/productivity/voip/transfer_forward.rst:147
msgid "For more information on forwarding, visit :ref:`voip/axivox/forwardings_tab`."
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:3
msgid "VoIP widget"
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:5
msgid "The *VoIP* widget is an add-on made available to Odoo users through the *VoIP* module. It is used to incorporate virtual telephony into the database. The widget is the control center for making and managing calls in Odoo."
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:10
msgid "Phone calls"
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:12
msgid "To make phone calls while in the Odoo database, click the :guilabel:`📞 (phone)` icon, located in the top navigation bar."
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:15
msgid "When clicked, a :guilabel:`VOIP` pop-up widget appears in the lower-left corner of the Odoo database. The widget allows users to freely navigate throughout the database, while making and receiving calls."
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:19
msgid "When receiving calls in Odoo, the :guilabel:`VOIP` widget rings,and displays a notification. To close the widget, click the :guilabel:`X (close)` icon in the upper-right of the widget's screen."
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:23
msgid "The :abbr:`VoIP (Voice over Internet Protocol)` number is the one provided by Axivox. It can be accessed by navigating to `https://manage.axivox.com/ <https://manage.axivox.com/>`_. After logging into the portal, go to :menuselection:`Users --> Outgoing number` (column)."
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:-1
msgid "VoIP call in Odoo."
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:35
msgid "If a *Missing Parameter* error message appears in the Odoo *VoIP* widget, refresh the Odoo window, and try again."
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:0
msgid "\"Missing Parameter\" error message in the Odoo softphone."
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:43
msgid "If an *Incorrect Number* error message appears in the Odoo *VoIP* widget, make sure to use the international format, leading with the :guilabel:`+ (plus)` sign, followed by the international country code."
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:47
msgid "(E.g., +16506913277, where `+1` is the international prefix for the United States.)"
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:0
msgid "\"Incorrect Number\" error message in the Odoo softphone."
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:54
msgid "Tabs"
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:56
msgid "In all, there are three tabs (:guilabel:`Recent`, :guilabel:`Next Activities`, and :guilabel:`Contacts`) present in the *VoIP* widget, which are used for managing calls and day-to-day activities in Odoo."
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:61
msgid "Recent"
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:63
msgid "Under the :guilabel:`Recent` tab of the *VoIP* widget, the call history for the user is available. This includes incoming and outgoing calls. Any number can be clicked to begin a call."
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:67
msgid "Next activities"
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:69
msgid "Under the :guilabel:`Next Activities` tab of the *VoIP* widget, a user can see any activities assigned to them, and which ones are due to be completed for the day."
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:72
msgid "Click an activity from this tab to perform any actions including: Sending an email, accessing their contact, scheduling another activity, or accessing a linked record (such as a Sales Order, Lead/Opportunity, or Project Task)."
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:76
msgid "The user can also mark the activity as complete, edit the details of the activity, or cancel it."
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:78
msgid "To call the customer related to a scheduled activity, click the :guilabel:`📞 (phone)` icon, or click the :guilabel:`⌨️ (keyboard)` icon to dial another number for the customer."
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:-1
msgid "Activity control center on the VoIP widget."
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:85
msgid "Some other icons appear in the *VoIP* widget, categorized by two sections: :guilabel:`Document` and :guilabel:`Activity`."
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:88
msgid "Under the :guilabel:`Document` section, from right to left:"
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:90
msgid ":guilabel:`➣ (paper airplane)` icon: sends an email"
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:91
msgid ":guilabel:`👤 (person icon)` icon: redirects to the contact card"
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:92
msgid ":guilabel:`📄 (document)` icon: redirects to the attached record in Odoo"
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:93
msgid ":guilabel:`🕓 (clock)` icon: schedule an activity"
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:95
msgid "Under the :guilabel:`Activity` section, from left to right:"
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:97
msgid ":guilabel:`✔️ (checkmark)` icon: mark activity as done"
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:98
msgid ":guilabel:`✏️ (pencil)` icon: edit the activity"
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:99
msgid ":guilabel:`✖️ (cancel)` icon: cancel the activity"
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:102
msgid "Contacts"
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:104
msgid "Under the :guilabel:`Contacts` tab of the *VoIP* widget, a user can access a contact in the *Contacts* app."
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:107
msgid "Any contact can easily be called by clicking into the contact from the *VoIP* widget's :guilabel:`Contacts` tab."
msgstr ""
#: ../../content/applications/productivity/voip/voip_widget.rst:110
msgid "A search feature is also available in the upper-right side of the widget, represented by a :guilabel:`🔍 (magnifying glass)` icon."
msgstr ""
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