9865 lines
361 KiB
Plaintext
9865 lines
361 KiB
Plaintext
# SOME DESCRIPTIVE TITLE.
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# Copyright (C) Odoo S.A.
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# This file is distributed under the same license as the Odoo package.
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# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
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#
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# Translators:
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# david danilov, 2023
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# Jonathan Spier, 2023
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# Lilach Gilliam <lilach.gilliam@gmail.com>, 2023
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# Roy Sayag, 2023
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# Ha Ketem <haketem@gmail.com>, 2023
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# NoaFarkash, 2023
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# Netta Waizer, 2023
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# Yihya Hugirat <hugirat@gmail.com>, 2023
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# ExcaliberX <excaliberx@gmail.com>, 2023
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# דודי מלכה <Dudimalka6@gmail.com>, 2023
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# Martin Trigaux, 2023
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# ZVI BLONDER <ZVIBLONDER@gmail.com>, 2023
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# yael terner, 2024
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#
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#, fuzzy
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo 17.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2024-03-25 16:01+0000\n"
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"PO-Revision-Date: 2023-11-08 08:57+0000\n"
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"Last-Translator: yael terner, 2024\n"
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"Language-Team: Hebrew (https://app.transifex.com/odoo/teams/41243/he/)\n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: 8bit\n"
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"Language: he\n"
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"Plural-Forms: nplurals=3; plural=(n == 1 && n % 1 == 0) ? 0 : (n == 2 && n % 1 == 0) ? 1: 2;\n"
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#: ../../content/applications/productivity.rst:5
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msgid "Productivity"
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msgstr "יצרנות"
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#: ../../content/applications/productivity/calendar.rst:5
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msgid "Calendar"
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msgstr "יומן"
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#: ../../content/applications/productivity/calendar/google.rst:3
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msgid "Synchronize Google calendar with Odoo"
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:5
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msgid ""
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"Synchronize Google Calendar with Odoo to see and manage meetings from both "
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"platforms (updates go in both directions). This integration helps organize "
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"schedules, so a meeting is never missed."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:9
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msgid ":doc:`/applications/general/users/google`"
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:10
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msgid ":doc:`/applications/general/email_communication/google_oauth`"
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:13
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msgid "Setup in Google"
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:16
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msgid "Select (or create) a project"
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:18
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msgid ""
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"Create a new Google API project and enable the Google Calendar API. First, "
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"go to the `Google API Console <https://console.developers.google.com>`_ and "
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"log into the Google account."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:22
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msgid ""
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"If this is the first time visiting this page, Google will prompt the user to"
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" enter a country and agree to the Terms of Service. Select a country from "
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"the drop-down list and agree to the :abbr:`ToS (Terms of Service)`."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:26
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msgid ""
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"Next, click :guilabel:`Select a project` and select (or create) an API "
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"project to configure OAuth in, and store credentials. Click :guilabel:`New "
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"Project`."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst-1
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msgid "Create a new API project to store credentials."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:34
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msgid ""
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"Give the API Project a clear name, like \"Odoo Sync\", so it can be easily "
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"identified."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:37
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msgid "Enable Google calendar API"
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:39
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msgid ""
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"Now, click on :guilabel:`Enabled APIs and Services` in the left menu. Select"
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" :guilabel:`Enabled APIs and Services` again if the :guilabel:`Search bar` "
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"doesn't appear."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst-1
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msgid "Enable APIs and Services on the API Project."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:46
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msgid ""
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"After that, search for `Google Calendar API` using the search bar and select"
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" :guilabel:`Google Calendar API` from the search results. Click "
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":guilabel:`Enable`."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst-1
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msgid "Enable the Google Calendar API."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:54
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msgid "OAuth consent screen"
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:56
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msgid ""
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"Now that the API project has been created, OAuth should be configured. To do"
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" that, click on :guilabel:`OAuth consent` in the left menu and then select "
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"the :guilabel:`User Type`."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:60
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msgid ""
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"*Personal* Gmail Accounts are only allowed to be **External** User Type, "
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"which means Google may require an approval, or for *Scopes* to be added on. "
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"However, using a *Google WorkSpace* account allows for **Internal** User "
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"Type to be used."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:64
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msgid ""
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"Note, as well, that while the API connection is in the *External* testing "
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"mode, then no approval is necessary from Google. User limits in this testing"
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" mode is set to 100 users."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:67
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msgid ""
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"In the second step, :guilabel:`OAuth Consent Screen`, type `Odoo` in the "
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":guilabel:`App name` field, select the email address for the :guilabel:`User"
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" support email` field, and type the email address for the "
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":guilabel:`Developer contact information` section. Then, click "
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":guilabel:`Save and Continue`."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:72
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msgid ""
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"Skip the third step, :menuselection:`Scopes`, by clicking :guilabel:`Save "
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"and Continue`."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:74
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msgid ""
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"Next, if continuing in testing mode (External), add the email addresses "
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"being configured under the :guilabel:`Test users` step, by clicking on "
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":guilabel:`Add Users`, and then the :guilabel:`Save and Continue` button. A "
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"summary of the app registration appears."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:78
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msgid ""
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"Finally, scroll to the bottom, and click on :guilabel:`Back to Dashboard`."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:80
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msgid ""
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"Now, the OAuth consent has been configured, and it's time to create "
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"credentials."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:83
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msgid "Create credentials"
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:85
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msgid ""
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"The *Client ID* and the *Client Secret* are both needed to connect Google "
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"Calendar to Odoo. This is the last step in the Google console. Begin by "
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"clicking :guilabel:`Credentials` in the left menu. Then, click "
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":guilabel:`Create Credentials`, and select :guilabel:`OAuth client ID`, "
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"Google will open a guide to create credentials."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:90
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msgid ""
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"Under :menuselection:`Create OAuth Client ID`, select :guilabel:`Website "
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"application` for the :guilabel:`Application Type` field, and type `My Odoo "
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"Database` for the :guilabel:`Name`."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:93
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msgid ""
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"Under the :guilabel:`Authorized JavaScript Origins` section, click "
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":guilabel:`+ Add URI` and type the company's Odoo full :abbr:`URL (Uniform "
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"Resource Locator)` address."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:95
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msgid ""
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"Under the :guilabel:`Authorized redirect URIs` section, click :guilabel:`+ "
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"Add URI` and type the company's Odoo :abbr:`URL (Uniform Resource Locator)` "
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"address followed by `/google_account/authentication`. Finally, click "
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":guilabel:`Create`."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst-1
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msgid ""
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"Add the authorized JavaScript origins and the authorized redirect URIs."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:103
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msgid ""
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"A :guilabel:`Client ID` and :guilabel:`Client Secret` will appear, copy "
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"these to a notepad."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:106
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msgid "Setup in Odoo"
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:108
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msgid ""
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"Once the *Client ID* and the *Client Secret* are located, open the Odoo "
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"database and go to :menuselection:`Settings --> General Settings --> "
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"Integrations --> Google Calendar`. Check the box next to :guilabel:`Google "
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"Calendar`."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst-1
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msgid "The Google Calendar checkbox in General Settings."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:116
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msgid ""
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"Next, copy and paste the *Client ID* and the *Client Secret* from the Google"
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" Calendar API credentials page into their respective fields below the "
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":guilabel:`Google Calendar` checkbox. Then, click :guilabel:`Save`."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:121
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msgid "Sync calendar in Odoo"
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:123
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msgid ""
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"Finally, open the :menuselection:`Calendar` app in Odoo and click on the "
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":guilabel:`Google` sync button to sync Google Calendar with Odoo."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst-1
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msgid ""
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"Click the Google sync button in Odoo Calendar to sync Google Calendar with "
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"Odoo."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:131
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msgid ""
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"When syncing Google Calendar with Odoo for the first time, the page will "
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"redirect to the Google Account. From there, select the :guilabel:`Email "
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"Account` that should have access, then select :guilabel:`Continue` (should "
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"the app be unverifed), and finally select :guilabel:`Continue` (to give "
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"permission for the transfer of data)`."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst-1
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msgid "Give Odoo permission to access Google Calendar."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:140
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msgid "Now, Odoo Calendar is successfully synced with Google Calendar!"
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:143
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msgid ""
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"Odoo highly recommends testing the Google calendar synchronization on a test"
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" database and a test email address (that is not used for any other purpose) "
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"before attempting to sync the desired Google Calendar with the user's "
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"production database."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:147
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msgid "Once a user synchronizes their Google calendar with the Odoo calendar:"
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:149
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msgid ""
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"Creating an event in Odoo causes Google to send an invitation to all event "
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"attendees."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:150
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msgid ""
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"Deleting an event in Odoo causes Google to send a cancellation to all event "
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"attendees."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:151
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msgid ""
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"Adding a contact to an event causes Google to send an invitation to all "
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"event attendees."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:152
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msgid ""
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"Removing a contact from an event causes Google to send a cancellation to all"
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" event attendees."
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msgstr ""
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#: ../../content/applications/productivity/calendar/google.rst:154
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msgid ""
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"Events can be created in Google Calendar without sending a notification by "
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"selecting :guilabel:`Don't Send` when prompted to send invitation emails."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:3
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msgid "Outlook Calendar synchronization"
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:5
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msgid ""
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"Synchronizing a user's Outlook Calendar with Odoo is useful for keeping "
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"track of their tasks and appointments across all related applications."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:9
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msgid ":doc:`/applications/general/users/azure`"
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:10
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msgid ":doc:`/applications/general/email_communication/azure_oauth`"
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:13
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msgid "Register the application with Microsoft Azure"
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:15
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msgid ""
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"To sync the Outlook Calendar with Odoo's Calendar, a Microsoft Azure account"
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" is needed. Creating an account is free for users who have never tried or "
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"paid for Azure. For more information, `click here "
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"<https://azure.microsoft.com/en-us/free/?WT.mc_id=A261C142F>`_."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:19
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msgid ""
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"Refer to `Microsoft's documentation <https://docs.microsoft.com/en-"
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"us/azure/active-directory/ develop/quickstart-create-new-tenant>`_ on how to"
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" set up an Microsoft Entra ID (formally called *Microsoft Azure Active "
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"Directory (Azure AD)*), which is a representation of an organization to "
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"manage and register apps."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:24
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msgid ""
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"Then, `Register an Application <https://docs.microsoft.com/en-"
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"us/azure/active-directory/develop/ quickstart-register-app>`_, choosing the "
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"appropriate :guilabel:`Supported account type`. Users who wish to connect "
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"their Outlook calendar to Odoo should select the :guilabel:`Accounts in any "
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"organizational directory (Any Microsoft Entra ID directory - Multitenant) "
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"and personal Microsoft accounts (e.g. Skype, Xbox)` option for "
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":guilabel:`Supported account types`."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:30
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msgid ""
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"When configuring the :guilabel:`Redirect URI`, choose :guilabel:`Web` and "
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"copy the Odoo database URI (URL) followed by "
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"`/microsoft_account/authentication`."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:34
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msgid ""
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"Enter `https://www.companyname.odoo.com/microsoft_account/authentication` "
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"for the :guilabel:`Redirect URI`."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst-1
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msgid ""
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"The \"Supported account type\" and \"Redirect URI\" settings in the "
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"Microsoft Entra ID portal."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:41
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msgid ""
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"For more information on the restrictions and limitations of URIs, `check "
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"this page <https://docs. microsoft.com/en-us/azure/active-"
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"directory/develop/reply-url>`_."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:44
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msgid ""
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"Regarding the application credentials, the user *must* add a client secret, "
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"which allows Odoo to authenticate itself, requiring no interaction from the "
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"user's side. :guilabel:`Certificates` are optional."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:48
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msgid ""
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"To do add a client secret, click :guilabel:`Add a certificate or secret` and"
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" then click :guilabel:`New client secret`. Next, type a "
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":guilabel:`Description` and select when the client secret "
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":guilabel:`Expires`."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:52
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msgid ""
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"Since resetting the synchronization can be tricky, Odoo recommends setting "
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"the maximum allowed expiration date for the client secret (24 months), so "
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"there is no need to re-synchronize soon. Finally, click :guilabel:`Add` to "
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"generate the client secret (:guilabel:`Secret ID`)."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:57
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msgid "Configuration in Odoo"
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:59
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msgid ""
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"In the Odoo database, go to :menuselection:`Settings app --> Calendar` in "
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"the left menu and activate the :guilabel:`Outlook Calendar` setting."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst-1
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msgid "The \"Outlook Calendar\" setting activated in Odoo."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:66
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msgid ""
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"From the Microsoft Azure portal, under the :guilabel:`Overview` section of "
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"the application, copy the :guilabel:`Application (Client) ID`, and paste it "
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"into the :guilabel:`Client ID` field in Odoo."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst-1
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msgid "The \"Client ID\" in the Microsoft Azure portal."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:73
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msgid ""
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"In the Microsoft Azure portal, under the :guilabel:`Certificates & secrets` "
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"section, copy the :guilabel:`Client Secret Value` and paste it into the "
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":guilabel:`Client Secret` field in Odoo."
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msgstr ""
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|
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#: ../../content/applications/productivity/calendar/outlook.rst-1
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msgid "The \"Client Secret\" token to be copied from Microsoft to Odoo."
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msgstr ""
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#: ../../content/applications/productivity/calendar/outlook.rst:80
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msgid ""
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||
"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 "צ'אט"
|
||
|
||
#: ../../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:114
|
||
msgid ":doc:`/applications/essentials/activities`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/ice_servers.rst:3
|
||
msgid "Configure ICE servers with Twilio"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/ice_servers.rst:5
|
||
msgid ""
|
||
"Odoo Discuss uses WebRTC API and peer-to-peer connections for voice and "
|
||
"video calls. If one of the call attendees is behind a symmetric NAT, you "
|
||
"need to configure an ICE server to establish a connection to the call "
|
||
"attendee. To set up an ICE server, first, create a Twilio account for video "
|
||
"calls, and then, connect that Twilio account to Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/ice_servers.rst:11
|
||
msgid "Create a Twilio account"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/ice_servers.rst:13
|
||
msgid ""
|
||
"First, go to `Twilio <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 "Linking channel in chatter"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/team_communication.rst:100
|
||
msgid ""
|
||
"Channels can be linked in the chatter (log note) of a record in Odoo. To do "
|
||
"so, simply type: `#` and the channel name. Click or press enter on the "
|
||
"*channel* name. Upon logging the note a link to the channel will appear. "
|
||
"After clicking on the link a chat window with the channel conversation will "
|
||
"pop up in the lower right corner of the screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/team_communication.rst:105
|
||
msgid ""
|
||
"Users are able to contribute to this group channel (either public or member "
|
||
"based) by typing messages in window and pressing *enter*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/team_communication.rst-1
|
||
msgid ""
|
||
"Channel linked in chatter with the channel open on the lower right quadrant."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/discuss/team_communication.rst:113
|
||
msgid ":doc:`../discuss`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:3
|
||
msgid "Documents"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:5
|
||
msgid ""
|
||
"**Odoo Documents** allows you to store, view, and manage files within Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:7
|
||
msgid ""
|
||
"You can upload any file (max 64MB per file on Odoo Online) and organize them"
|
||
" in various workspaces."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:10
|
||
msgid "`Odoo Documents: product page <https://www.odoo.com/app/documents>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:11
|
||
msgid ""
|
||
"`Odoo Tutorials: Documents basics [video] "
|
||
"<https://www.odoo.com/slides/slide/documents-basics-674>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:13
|
||
msgid ""
|
||
"`Odoo Tutorials: Using Documents with your Accounting App [video] "
|
||
"<https://www.odoo.com/slides/slide/using-documents-with-your-accounting-"
|
||
"app-675?fullscreen=1#>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:16
|
||
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:17
|
||
#: ../../content/applications/productivity/voip/onsip.rst:19
|
||
msgid "Configuration"
|
||
msgstr "תצורה"
|
||
|
||
#: ../../content/applications/productivity/documents.rst:18
|
||
msgid ""
|
||
"By going to :menuselection:`Documents --> Configuration --> Settings`, you "
|
||
"can enable the centralization of files attached to a specific area of your "
|
||
"activity. For example, by ticking :guilabel:`Human Resources`, your HR "
|
||
"documents are automatically available in the HR workspace, while documents "
|
||
"related to Payroll are automatically available in the Payroll sub-workspace "
|
||
". You can change the default workspace using the dropdown menu and edit its "
|
||
"properties by clicking the internal link button (:guilabel:`➔`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst-1
|
||
msgid ""
|
||
"Enable the centralization of files attached to a specific area of your "
|
||
"activity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:29
|
||
msgid ""
|
||
"If you enable the centralization of your accounting files and documents, it "
|
||
"is necessary to click on :guilabel:`Journals` and define each journal "
|
||
"independently to allow automatic synchronization."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:0
|
||
msgid "Enable the centralization of files attached to your accounting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:36
|
||
msgid ""
|
||
"If you select a new workspace, existing documents aren't moved. Only newly "
|
||
"created documents will be found under the new workspace."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:40
|
||
msgid "Workspaces"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:42
|
||
msgid ""
|
||
"Workspaces are hierarchical folders having their own set of tags and "
|
||
":ref:`actions <documents/workflow-actions>`. Default workspaces exist, but "
|
||
"you can create your own by going to :menuselection:`Documents --> "
|
||
"Configuration --> Workspaces` and clicking :guilabel:`New`. On the new page,"
|
||
" fill in the following information:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:47
|
||
msgid ":guilabel:`Name`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:48
|
||
msgid ""
|
||
":guilabel:`Parent Workspace`: if you want to create a sub-workspace, select "
|
||
"its :guilabel:`Parent Workspace`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:52
|
||
#: ../../content/applications/productivity/sign.rst:236
|
||
msgid "Tags"
|
||
msgstr "תגיות"
|
||
|
||
#: ../../content/applications/productivity/documents.rst:54
|
||
msgid ""
|
||
"Tags are used within workspaces to add a level of differentiation between "
|
||
"documents. They are organized per category, and filters can be used to sort "
|
||
"them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:57
|
||
msgid ""
|
||
"Tags can be created from the :guilabel:`Tags` tab. Click :guilabel:`Add a "
|
||
"line`, create the :guilabel:`Tag Category`, and :guilabel:`Name` your tags."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:61
|
||
msgid ""
|
||
"The tags of a parent workspace apply to the child workspaces automatically;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:62
|
||
msgid ""
|
||
"Tags can be created and modified by going to :menuselection:`Configuration "
|
||
"--> Tags`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:63
|
||
msgid ""
|
||
"Tags can also be created or edited by clicking the gear icon :guilabel:`⚙` "
|
||
"on the left menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:66
|
||
msgid "Access rights"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:68
|
||
msgid ""
|
||
"To manage your workspace access rights, go to :menuselection:`Documents --> "
|
||
"Configuration --> Workspaces`, open the workspace you want to edit, and go "
|
||
"to the :guilabel:`Access Rights` tab. You can add :guilabel:`Write Groups` "
|
||
"that can view, create, and edit the workspace's documents. You can also add "
|
||
":guilabel:`Read Groups` that can only view the workspace's documents."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:74
|
||
msgid "Description"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:76
|
||
msgid ""
|
||
"You can add descriptive information to your workspace by going to "
|
||
":menuselection:`Documents --> Configuration --> Workspaces`, opening the "
|
||
"workspace you want to describe and going to the :guilabel:`Description` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:81
|
||
msgid ""
|
||
"Workspaces can also be created and edited by clicking the gear icon "
|
||
":guilabel:`⚙` on the left menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:0
|
||
msgid "Create sub-workspaces from the left menu"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:88
|
||
msgid "Documents management"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:90
|
||
msgid ""
|
||
"When selecting or opening a document, the right panel displays different "
|
||
"options. On the top, additional options might be available: "
|
||
":guilabel:`Download`, :guilabel:`Share`, :guilabel:`Replace`, "
|
||
":guilabel:`Lock` or :guilabel:`Split`. It is also possible to "
|
||
":guilabel:`Open chatter` or :guilabel:`Archive` the document."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst-1
|
||
msgid "right panel options"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:99
|
||
msgid ""
|
||
"Then, you can modify the name of your file by clicking on "
|
||
":guilabel:`Document`. A :guilabel:`Contact` or an :guilabel:`Owner` can be "
|
||
"assigned. The related :guilabel:`Workspace` can be modified and it is "
|
||
"possible to access the related :guilabel:`Journal Entry` or add "
|
||
":guilabel:`Tags`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:105
|
||
msgid ""
|
||
"The :guilabel:`Contact` is the person related to the document and assigned "
|
||
"to it. He can only view the document and not modify it. I.e.: an existing "
|
||
"supplier in your database is the contact for their bill."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:108
|
||
msgid ""
|
||
"The person who creates a document is, by default :guilabel:`Owner` of it and"
|
||
" has complete rights to it. It is possible to replace the owner of a "
|
||
"document. I.e., an employee must be owner of a document to be able to see it"
|
||
" in \"My Profile\"."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:112
|
||
msgid ""
|
||
"Different :ref:`Actions <documents/workflow-actions>` are available at the "
|
||
"bottom of the right panel, depending on the workspace where your document is"
|
||
" stored."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:116
|
||
msgid "Split PDF documents"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:118
|
||
msgid ""
|
||
"Select the PDF you want to split, and click the scissors icon. A new view "
|
||
"displays all the pages of the document."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:121
|
||
msgid ""
|
||
"By default, each page of the document will be split when clicking "
|
||
":guilabel:`Split`. To remove a split between two pages, click on the "
|
||
"scissors icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst-1
|
||
msgid "split your documents"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:128
|
||
msgid ""
|
||
"To merge documents from your dashboard, select them and click the scissors "
|
||
"icon. Click on the scissors between the two documents and click "
|
||
":guilabel:`Split` to merge the documents."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:132
|
||
msgid "Additional features"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:134
|
||
msgid ""
|
||
"Select a workspace and click the arrow next to the :guilabel:`Upload` button"
|
||
" to access additional features:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:138
|
||
msgid "Request"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:140
|
||
msgid ""
|
||
"You can create \"missing documents\" and organize them as documents, to "
|
||
"remind users to download them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:142
|
||
msgid ""
|
||
"Select the workspace where the file should be stored, click "
|
||
":guilabel:`Upload`, then :guilabel:`Request`. Add the :guilabel:`Document "
|
||
"Name`, select the person you need it from in the :guilabel:`Request To` "
|
||
"field, fill in the :guilabel:`Due Date In`, confirm the "
|
||
":guilabel:`Workspace`, the document should belong to, and add "
|
||
":guilabel:`Tags` and a :guilabel:`Note`, if needed. Then, click "
|
||
":guilabel:`Request`. A placeholder for the missing document is created in "
|
||
"the workspace."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:149
|
||
msgid "When your document is available, click the placeholder to upload it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:151
|
||
msgid ""
|
||
"You can see all missing documents by going to the **Activity** view and to "
|
||
"the :guilabel:`Requested Document` column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:155
|
||
msgid ""
|
||
"From the :guilabel:`Activity` view, you can send a **reminder email** to "
|
||
"users from whom you are expecting a document. Go to the :guilabel:`Requested"
|
||
" Document` column, click on ⋮ and :guilabel:`Document Request: Reminder`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:159
|
||
msgid ""
|
||
"Click on a date to see the details of a specific request. You can update it "
|
||
"by clicking on the pen icon, :guilabel:`Preview` the content of the reminder"
|
||
" email, or :guilabel:`Send Now` to send a reminder email."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:0
|
||
msgid "send a reminder email from the Activity view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:167
|
||
msgid "Add a link"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:169
|
||
msgid ""
|
||
"To add a link to your documents dashboard, click on :guilabel:`Add a Link`, "
|
||
"enter the :guilabel:`URL`, and :guilabel:`Name` it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:173
|
||
msgid "Share"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:175
|
||
msgid ""
|
||
"You can create a share link to a document or all documents of a workspace. "
|
||
"It allows anyone to download the file(s) or upload files to a workspace."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:178
|
||
msgid ""
|
||
"To do so, select the workspace or the document and click the arrow next to "
|
||
"the :guilabel:`Upload` button then :guilabel:`Share`. On the pop-up, the "
|
||
"share :guilabel:`URL` is displayed. :guilabel:`Copy` it to share it with "
|
||
"anyone. :guilabel:`Name` the share link and set a validity date for the URL "
|
||
"by filling in the :guilabel:`Valid Until` field. Tick the :guilabel:`Include"
|
||
" Sub Folders` box if you also want to share a workspace's sub-folders. To "
|
||
"let users upload their own documents, select :guilabel:`Download and "
|
||
"Upload`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:186
|
||
msgid ""
|
||
"It is possible to only share one or more documents (without their workspace)"
|
||
" by selecting them and clicking :guilabel:`Share`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:190
|
||
msgid "New spreadsheet"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:192
|
||
msgid ""
|
||
"To create a new :doc:`spreadsheet <spreadsheet>`, click :guilabel:`New "
|
||
"Spreadsheet`. You can select a :guilabel:`Blank spreadsheet` or an "
|
||
":doc:`existing template <spreadsheet/templates>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:198
|
||
msgid "Workflow actions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:200
|
||
msgid ""
|
||
"Workflow actions help manage documents and overall business operations. "
|
||
"These are automated actions that can be created and customized for each "
|
||
"workspace. With a single click you can, for example, create, move, sign, and"
|
||
" add tags to a document, and process bills."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:204
|
||
msgid ""
|
||
"These workflow actions appear on the right panel when a document meets the "
|
||
"set criteria."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:207
|
||
msgid "Create workflow actions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:209
|
||
msgid ""
|
||
"To create workflow actions, go to :menuselection:`Documents --> "
|
||
"Configuration --> Actions` and click :guilabel:`New`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:213
|
||
msgid ""
|
||
"An action applies to all **sub-workspaces** under the :guilabel:`Related "
|
||
"Workspace` you selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:216
|
||
msgid "Set the conditions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:218
|
||
msgid ""
|
||
"You can :guilabel:`Create` a new :guilabel:`Action` or edit an existing one."
|
||
" You can define the :guilabel:`Action Name` and then set the conditions that"
|
||
" trigger the appearance of the action button (:guilabel:`▶`) on the right-"
|
||
"side panel when selecting a file."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:222
|
||
msgid "There are three basic types of conditions you can set:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:224
|
||
msgid ""
|
||
":guilabel:`Tags`: you can use the :guilabel:`Contains` and :guilabel:`Does "
|
||
"not contain` conditions, meaning the files *must have* or *mustn't have* the"
|
||
" tags set here."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:227
|
||
msgid ""
|
||
":guilabel:`Contact`: the files must be associated with the contact set here."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:229
|
||
msgid ""
|
||
":guilabel:`Owner`: the files must be associated with the owner set here."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst-1
|
||
msgid "Example of a workflow action's basic condition in Odoo Documents"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:235
|
||
msgid ""
|
||
"If you don't set any conditions, the action button appears for all files "
|
||
"inside the selected workspace."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:239
|
||
msgid "Advanced condition type: domain"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:242
|
||
msgid ""
|
||
"It is recommended to have some knowledge of Odoo development to configure "
|
||
"*Domain* filters properly."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:245
|
||
msgid ""
|
||
"The :ref:`developer mode <developer-mode>` needs to be activated to access "
|
||
"the :guilabel:`Domain` condition from the :guilabel:`Actions` tab. Once "
|
||
"done, select the :guilabel:`Domain` condition type and click :guilabel:`Add "
|
||
"condition`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:249
|
||
msgid ""
|
||
"To create a rule, you typically select a :guilabel:`field`, an "
|
||
":guilabel:`operator`, and a :guilabel:`value`. For example, if you want to "
|
||
"add a workflow action to all the PDF files inside a workspace, set the "
|
||
":guilabel:`field` to *Mime Type*, the :guilabel:`operator` to *contains*, "
|
||
"and the pdf :guilabel:`value`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst-1
|
||
msgid "Example of a workflow action's domain condition in Odoo Documents"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:257
|
||
msgid ""
|
||
"Click :guilabel:`Add New Rule` (plus icon) and :guilabel:`Add branch` to add"
|
||
" conditions and sub-conditions. You can then specify if your rule should "
|
||
"match :guilabel:`all` or :guilabel:`any` conditions. You can also edit the "
|
||
"rule directly using the :guilabel:`Code editor`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:262
|
||
msgid "Configure the actions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:264
|
||
msgid ""
|
||
"Select the :guilabel:`Actions` tab to set up your action. You can "
|
||
"simultaneously:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:266
|
||
msgid ""
|
||
"**Set Contact**: add a contact to the file, or replace an existing contact "
|
||
"with a new one."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:267
|
||
msgid ""
|
||
"**Set Owner**: add an owner to the file, or replace an existing owner with a"
|
||
" new one."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:268
|
||
msgid "**Move to Workspace**: move the file to any workspace."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:269
|
||
msgid ""
|
||
"**Create**: create one of the following items attached to the file in your "
|
||
"database:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:271
|
||
msgid ""
|
||
"**Link to record**: link the document to a record (i.e. link to a vehicle in"
|
||
" Fleet);"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:272
|
||
msgid "**Product template**: create a product you can edit directly;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:273
|
||
msgid "**Task**: create a Project task you can edit directly;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:274
|
||
msgid "**Signature PDF template**: create a new Sign template to send out;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:275
|
||
msgid "**PDF to sign**: create a PDF to sign;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:276
|
||
msgid "**Applicant**: create a new HR application you can edit directly;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:277
|
||
msgid ""
|
||
"**Vendor bill**: create a vendor bill using OCR and AI to scrape information"
|
||
" from the file content;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:279
|
||
msgid ""
|
||
"**Customer invoice**: create a customer invoice using OCR and AI to scrape "
|
||
"information from the file;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:281
|
||
msgid ""
|
||
"**Vendor credit note**: create a vendor credit note using OCR and AI to "
|
||
"scrape information from the file;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:283
|
||
msgid ""
|
||
"**Credit note**: create a customer credit note using OCR and AI to scrape "
|
||
"information from the file;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:285
|
||
msgid ""
|
||
"**Miscellaneous Operations**: create a record in :guilabel:`Miscellaneous "
|
||
"Operations` in Accounting;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:287
|
||
msgid "**Bank Statement**: create a Bank Statement in Finance;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:288
|
||
msgid ""
|
||
"**Expense**: create an expense automatically based on a file's content."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:290
|
||
msgid "**Set Tags**: add, remove, and replace any number of tags."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:291
|
||
msgid ""
|
||
"**Activities - Mark all as Done**: mark all activities linked to the file as"
|
||
" done."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:292
|
||
msgid ""
|
||
"**Activities - Schedule Activity**: create a new activity linked to the file"
|
||
" as configured in the action. You can choose to set the activity on the "
|
||
"document owner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst-1
|
||
msgid "Example of a workflow action Odoo Documents"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:299
|
||
msgid "Digitize documents with AI and optical character recognition (OCR)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:301
|
||
msgid ""
|
||
"Documents available in the Finance workspace can be digitized. Select the "
|
||
"document to digitize, click :guilabel:`Create Bill`, :guilabel:`Create "
|
||
"Customer Invoice`, or :guilabel:`Create credit note`, and then click "
|
||
":guilabel:`Send for Digitization`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/documents.rst:306
|
||
msgid ""
|
||
":doc:`AI-powered document digitization "
|
||
"<../finance/accounting/vendor_bills/invoice_digitization>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:7
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:207
|
||
msgid "Knowledge"
|
||
msgstr "ידע"
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:9
|
||
msgid ""
|
||
"**Odoo Knowledge** is a multipurpose productivity app that allows internal "
|
||
"users to enrich their business knowledge base and provide individually or "
|
||
"collaboratively gathered information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:12
|
||
msgid ""
|
||
"The pages on which they gather content are called *articles*. They are "
|
||
"mainly composed of a title and a body. The latter is an HTML field "
|
||
"containing text, images, links to other articles, records from other models,"
|
||
" templates, etc."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge.rst:17
|
||
msgid "`Knowledge product page <https://www.odoo.com/app/knowledge>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:3
|
||
msgid "Articles editing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:6
|
||
msgid "Add and style content"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:8
|
||
msgid ""
|
||
"To start adding content, click anywhere on the page. Your cursor is "
|
||
"automatically set to write the article's first-level header. Once you are "
|
||
"done writing the title, press **enter** on your keyboard to move to the next"
|
||
" line."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst-1
|
||
msgid "knowledge's user interface"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:17
|
||
msgid ""
|
||
"Click :guilabel:`Untitled` on the left side of the top bar to automatically "
|
||
"match your h1 :dfn:`(First-level header)` title and the article's name. To "
|
||
"change the name of your article later, you must do it manually. To do so, "
|
||
"click the name on the top bar and proceed to the modification."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:25
|
||
msgid "Text editor"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:27
|
||
msgid "To stylize the text using the text editor, select the text to format."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:29
|
||
msgid "Then, you can:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:31
|
||
msgid ""
|
||
"Change the style by clicking :guilabel:`Normal`. Doing so opens a dropdown "
|
||
"menu with multiple styles to choose from (:guilabel:`Normal, Code, Header 1 "
|
||
"→ Header 6, Quote`);"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:33
|
||
msgid ""
|
||
"Format the text. Click :guilabel:`B` to put it in bold, :guilabel:`I` to put"
|
||
" it in italic, :guilabel:`U` to underline, and :guilabel:`S` to "
|
||
"strikethrough;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:35
|
||
msgid ""
|
||
"Change the font color by clicking :guilabel:`A` or the background color by "
|
||
"clicking the **pencil** icon:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:38
|
||
msgid ""
|
||
"To choose from a predefined theme color, click :guilabel:`Theme` and select "
|
||
"the desired color."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:39
|
||
msgid ""
|
||
"To customize, click :guilabel:`Solid` and define a color using the wheel, by"
|
||
" typing its hex code, or its RGBA values."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:41
|
||
msgid ""
|
||
"To use a gradient, click :guilabel:`Gradient`, choose a predefined gradient "
|
||
"or click :guilabel:`Custom` to create a personalized gradient."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:44
|
||
msgid ""
|
||
"To change the text's size, click the **size number** and select the desired "
|
||
"size;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:45
|
||
msgid ""
|
||
"Click the **lists** icons to turn the paragraph into an unordered list, an "
|
||
"ordered list, or a checklist;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:47
|
||
msgid "Click the **chain** icon to insert or edit an URL link."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst-1
|
||
msgid "Text editor's toolbox"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:53
|
||
msgid ""
|
||
"To format a whole paragraph, type `/` anywhere in the text. Doing so opens "
|
||
"the **powerbox**, which allows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:56
|
||
msgid "Changing a paragraph into lists (unordered, ordered, checklists)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:57
|
||
msgid ""
|
||
"Changing a paragraph into a header (1 → 6), normal text, `code`, or "
|
||
"*quotes*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:60
|
||
msgid "Cover pictures"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:62
|
||
msgid ""
|
||
"You can customize your article by adding a cover picture and an icon. Hover "
|
||
"above the h1 title and click :guilabel:`Add Cover`. A pop-up window opens to"
|
||
" set a cover picture."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:65
|
||
msgid ""
|
||
"If your database and your Unsplash account are associated, the cover picture"
|
||
" is automatically selected based on the article's name. To modify it, hover "
|
||
"over the picture to make the buttons appear, click :guilabel:`Change Cover`,"
|
||
" and select another image."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:69
|
||
msgid "Retrieve images from different sources:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:71
|
||
msgid "Search the **Unsplash** database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:72
|
||
msgid "Enter a picture's **URL**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:73
|
||
msgid "**Upload** an image from a computer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:75
|
||
msgid ""
|
||
"To remove the cover, hover over it to make the buttons appear and click "
|
||
":guilabel:`Remove Cover`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:78
|
||
msgid ""
|
||
"To associate Unsplash with your database, please refer to "
|
||
":doc:`/applications/general/integrations/unsplash`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:80
|
||
msgid ""
|
||
"The articles are responsive, and so are the cover pictures. As a result, the"
|
||
" images cannot be repositioned manually to fit a particular screen, as they "
|
||
"automatically resize depending on the device."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:85
|
||
msgid "Icons"
|
||
msgstr "סמלילים"
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:87
|
||
msgid ""
|
||
"To add an icon, hover above the h1 title and click :guilabel:`Add Icon`. "
|
||
"Doing this sets a random emoji automatically. To change it, click it and "
|
||
"select one from the emoji window. To remove it, proceed equally and click "
|
||
"the red-circled :guilabel:`x`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:92
|
||
msgid ""
|
||
"The emoji is also displayed before the corresponding article in the side "
|
||
"panel hierarchic tree."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:93
|
||
msgid ""
|
||
"Click the emoji on the side panel to change it without opening the related "
|
||
"article."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:98
|
||
msgid "Commands"
|
||
msgstr "פקודות"
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:100
|
||
msgid ""
|
||
"To use a command, type `/` and open the **powerbox**. Type the command's "
|
||
"name or select from multiple features to insert blocks, images, files, etc. "
|
||
"Some of them, such as `/Image` or `/Article` are common to all the apps, but"
|
||
" others are inherent to the knowledge app and cannot be found or used in any"
|
||
" other application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:106
|
||
msgid "List of commands"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:108
|
||
msgid "Commands are divided into multiple categories depending on their use."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:111
|
||
msgid "Structure"
|
||
msgstr "מבנה"
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:118
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:148
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:168
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:182
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:200
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:214
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:239
|
||
msgid "Command"
|
||
msgstr "פקודה"
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:119
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:149
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:169
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:183
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:201
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:215
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:240
|
||
msgid "Use"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:120
|
||
msgid ":guilabel:`Bulleted list`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:121
|
||
msgid "Create a bulleted list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:122
|
||
msgid ":guilabel:`Numbered list`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:123
|
||
msgid "Create a list with numbering."
|
||
msgstr "יצירת רשימה ממוספרת"
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:124
|
||
msgid ":guilabel:`Checklist`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:125
|
||
msgid "Track tasks with a checklist."
|
||
msgstr "עקוב אחר משימות בעזרת צ'ק ליסט."
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:126
|
||
msgid ":guilabel:`Table`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:127
|
||
msgid "Insert a table."
|
||
msgstr "הכנס לטבלה."
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:128
|
||
msgid ":guilabel:`Separator`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:129
|
||
msgid "Insert an horizontal rule separator."
|
||
msgstr "הכנס קו מפריד אופקי."
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:130
|
||
msgid ":guilabel:`Quote`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:131
|
||
msgid "Add a blockquote section."
|
||
msgstr "הוסף קטע ציטוט."
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:132
|
||
msgid ":guilabel:`Code`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:133
|
||
msgid "Add a code section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:134
|
||
msgid ":guilabel:`2 columns`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:135
|
||
msgid "Convert into 2 columns."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:136
|
||
msgid ":guilabel:`3 columns`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:137
|
||
msgid "Convert into 3 columns."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:138
|
||
msgid ":guilabel:`4 columns`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:139
|
||
msgid "Convert into 4 columns."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:141
|
||
msgid "Format"
|
||
msgstr "תבנית"
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:150
|
||
msgid ":guilabel:`Heading 1`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:151
|
||
msgid "Big section heading."
|
||
msgstr "כותרת בגודל גדול"
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:152
|
||
msgid ":guilabel:`Heading 2`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:153
|
||
msgid "Medium section heading."
|
||
msgstr "כותרת בגודל בינוני"
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:154
|
||
msgid ":guilabel:`Heading 3`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:155
|
||
msgid "Small section heading."
|
||
msgstr "כותרת בגודל קטן"
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:156
|
||
msgid ":guilabel:`Switch direction`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:157
|
||
msgid "Switch the text's direction."
|
||
msgstr "החלף את כיוון הטקסט."
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:158
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:34
|
||
msgid ":guilabel:`Text`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:159
|
||
msgid "Paragraph block."
|
||
msgstr "בלוק פסקה."
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:161
|
||
msgid "Media"
|
||
msgstr "מדיה"
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:170
|
||
msgid ":guilabel:`Image`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:171
|
||
msgid "Insert an image."
|
||
msgstr "הכנס תמונה"
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:172
|
||
msgid ":guilabel:`Article`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:173
|
||
msgid "Link an article."
|
||
msgstr "קישור למאמר."
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:175
|
||
msgid "Navigation"
|
||
msgstr "ניווט"
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:184
|
||
msgid ":guilabel:`Link`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:185
|
||
msgid "Add a link."
|
||
msgstr "הוסף קישור."
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:186
|
||
msgid ":guilabel:`Button`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:187
|
||
msgid "Add a button."
|
||
msgstr "הוספת כפתור."
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:188
|
||
msgid ":guilabel:`Appointment`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:189
|
||
msgid "Add a specific appointment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:190
|
||
msgid ":guilabel:`Calendar`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:191
|
||
msgid "Schedule an appointment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:193
|
||
msgid "Widget"
|
||
msgstr "יישומון"
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:202
|
||
msgid ":guilabel:`3 Stars`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:203
|
||
msgid "Insert a rating over 3 stars."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:204
|
||
msgid ":guilabel:`5 Stars`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:205
|
||
msgid "Insert a rating over 5 stars."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:216
|
||
msgid ":guilabel:`Table of Content`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:217
|
||
msgid "Add a table of content with the article's headings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:218
|
||
msgid ":guilabel:`Index`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:219
|
||
msgid "Show the first level of nested articles."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:220
|
||
msgid ":guilabel:`Outline`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:221
|
||
msgid "Show all nested articles."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:222
|
||
msgid ":guilabel:`Item Kanban`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:223
|
||
msgid "Insert a kanban view of article items."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:224
|
||
msgid ":guilabel:`Item List`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:225
|
||
msgid "Insert a list view of article items."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:226
|
||
msgid ":guilabel:`File`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:227
|
||
msgid "Embed a file that can be downloaded."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:228
|
||
msgid ":guilabel:`Template`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:229
|
||
msgid ""
|
||
"Add a template section that can be inserted in messages, terms & conditions,"
|
||
" or description in other applications."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:232
|
||
msgid "Basic Blocks"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:241
|
||
msgid ":guilabel:`Signature`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:242
|
||
msgid "Insert your signature."
|
||
msgstr "הכנס את החתימה שלך."
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:245
|
||
msgid "Content from other apps"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:247
|
||
msgid ""
|
||
"Knowledge allows to retrieve content views from other applications. To do "
|
||
"so, go to the targeted app and create the desired view. Then, click "
|
||
":menuselection:`Favorite --> Insert view in article` and select an article. "
|
||
"The view is inserted at the bottom of the selected article."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:252
|
||
msgid ""
|
||
"To retrieve the view below, we created it by going to :menuselection:`Sales "
|
||
"--> Graph icon --> Pie Chart icon` and inserted it by clicking "
|
||
":menuselection:`Favorite --> Insert view in article` and selecting the "
|
||
"*Sales Playbook* article."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:0
|
||
msgid "article view from the Sales app"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/articles_editing.rst:261
|
||
msgid ""
|
||
"Users who do **not** have access to the view will **not** be able to access "
|
||
"it in **Knowledge** even though they have access to the article containing "
|
||
"the view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/management.rst:3
|
||
msgid "Articles management"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/management.rst:5
|
||
msgid ""
|
||
"Managing articles effectively is key to maximizing the value of your "
|
||
"knowledge resources, whether working on a research project, studying for an "
|
||
"exam, or building a knowledge database for your business. Knowledge allows "
|
||
"you to fully manage your articles, from :ref:`creation <management/create>` "
|
||
"to :ref:`removal <management/remove>`, through :ref:`sharing "
|
||
"<management/share>` and :ref:`structure <management/structure>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/management.rst:11
|
||
msgid ""
|
||
"You can find most tools to manage articles by clicking the vertical ellipsis"
|
||
" button (:guilabel:`⋮`) at the right side of the top bar. From there, you "
|
||
"can move, lock, delete, or duplicate an article."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/management.rst-1
|
||
msgid "Menu with tools for the management of articles"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/management.rst:18
|
||
msgid "Creation, sharing, and removal of articles"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/management.rst:23
|
||
msgid "Creation"
|
||
msgstr "יצירה"
|
||
|
||
#: ../../content/applications/productivity/knowledge/management.rst:25
|
||
msgid ""
|
||
"To create articles, click the :guilabel:`+ New` button on the right side of "
|
||
"the top bar or the :guilabel:`+` button next to a category or another "
|
||
"article."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/management.rst:29
|
||
msgid ""
|
||
"Create private articles quickly with the Alt/Option + C keyboard shortcut."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/management.rst:34
|
||
msgid "Sharing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/management.rst:36
|
||
msgid ""
|
||
"You can share articles with internal or external users. To do so, open the "
|
||
"share menu by clicking :guilabel:`Share` in the top-right menu of articles."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/management.rst:40
|
||
msgid "Invite users"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/management.rst:42
|
||
msgid ""
|
||
"To share articles with specific users (internal or external, such as a "
|
||
"partner or a customer), click :guilabel:`Invite`. This opens a pop-up window"
|
||
" in which you can choose the :guilabel:`Permission` :ref:`(i.e, access "
|
||
"rights) <management/categories>` and enter the :guilabel:`Recipients`' name "
|
||
"or email."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/management.rst:47
|
||
msgid ""
|
||
"You can also restrict a specific user from accessing the article by "
|
||
"selecting :guilabel:`No access` permission."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/management.rst-1
|
||
msgid "pop-up window to invite users to access a Knowledge article"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/management.rst:54
|
||
msgid "Share online"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/management.rst:56
|
||
msgid ""
|
||
"To share articles **online**, activate the :guilabel:`Share to web` button. "
|
||
"Doing so generates a URL link anyone can use to view the article."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/management.rst:59
|
||
msgid ""
|
||
"Additionally, the share menu displays the default permission for internal "
|
||
"members along with all the users who have been granted specific permission."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/management.rst-1
|
||
msgid "Sharing menu with URL for online sharing and the list of members."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/management.rst:68
|
||
msgid "Removal"
|
||
msgstr "ניפוק"
|
||
|
||
#: ../../content/applications/productivity/knowledge/management.rst:70
|
||
msgid "To remove an article, you can either **delete** it or **archive** it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/management.rst:72
|
||
msgid ""
|
||
"To delete an article, open it and click the vertical ellipsis button "
|
||
":menuselection:`(⋮) --> Delete`. The article is moved to the trash for 30 "
|
||
"days before being permanently deleted. To restore it, click :guilabel:`Open "
|
||
"the Trash`, select the article, and click :guilabel:`Restore`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/management.rst:76
|
||
msgid ""
|
||
"To archive articles, click :guilabel:`Search`, select the article(s), and "
|
||
"click :menuselection:`Action --> Archive --> Archive`. Archived articles are"
|
||
" hidden from the search menu. To retrieve an archived article, add a custom "
|
||
"filter to display them (:menuselection:`Search --> Filters --> Add Custom "
|
||
"Filter`, and set :guilabel:`Active` as :guilabel:`is No`). Then, select the "
|
||
"article(s) and go to :menuselection:`Action --> Unarchive`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/management.rst:85
|
||
msgid "Structure of articles"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/management.rst:87
|
||
msgid ""
|
||
"Articles are organized into a hierarchical structure wherein the article on "
|
||
"top is a parent article, and those underneath are called nested articles. "
|
||
"This structure allows the grouping of related articles."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/management.rst:91
|
||
msgid ""
|
||
"To establish this hierarchy, create new articles by clicking the "
|
||
":guilabel:`+` button next to the parent-to-be article, or move existing "
|
||
"articles by either dragging and dropping them under the parent-to-be or by "
|
||
"clicking the vertical ellipsis button (:guilabel:`⋮`), clicking "
|
||
":guilabel:`Move To` on the toolbox and selecting the article to use as a "
|
||
"parent."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/management.rst:99
|
||
msgid "Categories"
|
||
msgstr "קטגוריות"
|
||
|
||
#: ../../content/applications/productivity/knowledge/management.rst:101
|
||
msgid ""
|
||
"Additionally, articles are divided into four categories that can be found on"
|
||
" the left sidebar. These categories give articles default **access rights**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/management.rst:104
|
||
msgid ""
|
||
":guilabel:`Favorites`: You can set any article you can access as a favorite."
|
||
" To do so, click the star-shaped icon (:guilabel:`★`) in the top-right menu "
|
||
"of articles. Marking articles as **favorites** is user-specific and does not"
|
||
" affect other users."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/management.rst:107
|
||
msgid ""
|
||
":guilabel:`Workspace`: Articles displayed in that category are available to "
|
||
"all internal users. These users have the right to read, modify or share "
|
||
"these articles."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/management.rst:109
|
||
msgid ""
|
||
":guilabel:`Shared`: Articles displayed in that category are those you shared"
|
||
" with internal users, external users, or shared with you."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/management.rst:111
|
||
msgid ""
|
||
":guilabel:`Private`: Articles displayed in that category are only available "
|
||
"to you."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/management.rst-1
|
||
msgid "Categories displayed in the left sidebar of Odoo Knowledge"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:3
|
||
msgid "Properties"
|
||
msgstr "מאפיינים"
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:5
|
||
msgid ""
|
||
"Properties are fields containing data and that can be added to articles by "
|
||
"any user with **write** access. These fields are shared between all the "
|
||
"child articles and article items under the same parent."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:10
|
||
msgid ""
|
||
"To be able to add properties, an article must be either a **child article** "
|
||
"or an **article item**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:14
|
||
msgid "Add property fields"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:16
|
||
msgid ""
|
||
"Hover above the first-level header to make the buttons appear. Click "
|
||
":menuselection:`⚙ Add Properties --> Field Type`, select the type and add a "
|
||
"default value if needed. To make the fields appear in **kanban views**, "
|
||
"check :guilabel:`View in Kanban` as well. To validate and close the property"
|
||
" creation window, click anywhere."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst-1
|
||
msgid "Dropdown of property fields types"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:25
|
||
msgid "The different types assess what the field content can be:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:32
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:58
|
||
msgid "Types"
|
||
msgstr "סוגים"
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:33
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:59
|
||
msgid "Uses"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:35
|
||
msgid "Allows adding any content with no restriction."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:36
|
||
msgid ":guilabel:`Checkbox`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:37
|
||
msgid "Add a checkbox."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:38
|
||
msgid ":guilabel:`Integer`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:39
|
||
msgid "Allows adding integer numbers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:40
|
||
msgid ":guilabel:`Decimal`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:41
|
||
msgid "Allows adding any number."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:42
|
||
msgid ":guilabel:`Date`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:43
|
||
msgid "Allows selecting a date."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:44
|
||
msgid ":guilabel:`Date & Time`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:45
|
||
msgid "Allows selecting a date and time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:47
|
||
msgid "Some **field types** need to be configured:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst-1
|
||
msgid "property configuration form"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:60
|
||
msgid ":guilabel:`Selection`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:61
|
||
msgid ""
|
||
"Add a drop-down selection menu with restricted values that have been set at "
|
||
"the property creation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:64
|
||
msgid ""
|
||
"To set it up, click :guilabel:`Add a Value` next to the :guilabel:`Values` "
|
||
"field. Enter predetermined values and press **enter** to validate; you can "
|
||
"enter as many values as needed. Click anywhere to close the property "
|
||
"creation window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:67
|
||
msgid ":guilabel:`Tags`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:68
|
||
msgid "Allows creating and applying as many tags as needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:70
|
||
msgid ""
|
||
"To set it up, enter your `new_tag` in the :guilabel:`Tags` field, and press "
|
||
"**enter** or click :guilabel:`Create \"new_tag\"`. Click anywhere to close "
|
||
"the window. Then, add the tags into the property field. To do so, click the "
|
||
"property field and choose from the created tags; enter the tags' name and "
|
||
"press **enter**; enter a new tag's name and create a new one on the spot."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:75
|
||
msgid ":guilabel:`Many2one`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:76
|
||
msgid ""
|
||
"Choose from a list of records that result from a model's domain. You can "
|
||
"only select one result."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:79
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:86
|
||
msgid ""
|
||
"To set it up, click :guilabel:`Search a Model` in the :guilabel:`Model` "
|
||
"field, select the model. Match all records by clicking :guilabel:`## "
|
||
"Record(s)`, or filter the results by clicking :guilabel:`+ Add Filter` and "
|
||
"show the records by clicking :guilabel:`## Record(s)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:82
|
||
msgid ":guilabel:`Many2many`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:83
|
||
msgid ""
|
||
"Choose from a list of records that result from a model's domain. You can "
|
||
"select as many results as needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:91
|
||
msgid "Delete property fields"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:93
|
||
msgid ""
|
||
"To remove a property, click the **pencil** icon next to the targeted "
|
||
"property, then click :menuselection:`Delete --> Delete`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:97
|
||
msgid "Once a property field is deleted, you cannot retrieve it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:100
|
||
msgid "Hide the property panel"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/knowledge/properties.rst:102
|
||
msgid ""
|
||
"To hide the property sidebar panel, click the gear :guilabel:`(⚙)` button."
|
||
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, using "
|
||
"electronic signatures."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:7
|
||
msgid ""
|
||
"An **electronic signature** shows a person's agreement to the content of a "
|
||
"document. Just like a handwritten signature, the electronic one represents a"
|
||
" legal bounding by the terms of the signed document."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:11
|
||
msgid ""
|
||
"With Sign, you can upload any PDF file and add fields to it. These fields "
|
||
"can be automatically filled in with the user's details present in your "
|
||
"database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:15
|
||
msgid "`Odoo Sign: product page <https://www.odoo.com/app/sign>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:16
|
||
msgid "`Odoo Tutorials: Sign [video] <https://www.odoo.com/slides/sign-61>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:19
|
||
msgid "Validity of electronic signatures"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:21
|
||
msgid ""
|
||
"Documents signed via the Sign app are valid electronic signatures in the "
|
||
"European Union and the United States of America. They also meet the "
|
||
"requirements for electronic signatures in most countries. The legal validity"
|
||
" of electronic signatures generated by Odoo depends on your country's "
|
||
"legislation. Companies doing business abroad should also consider other "
|
||
"countries' electronic signature laws."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:28
|
||
msgid "European Union"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:30
|
||
msgid ""
|
||
"The `eIDAS regulation <http://data.europa.eu/eli/reg/2014/910/oj>`_ "
|
||
"establishes the framework for electronic signatures in the `27 member states"
|
||
" of the European Union <https://europa.eu/european-union/about-"
|
||
"eu/countries_en>`_. It distinguishes three types of electronic signatures:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:35
|
||
msgid "Simple electronic signatures"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:36
|
||
msgid "Advanced electronic signatures"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:37
|
||
msgid "Qualified electronic signatures"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:39
|
||
msgid ""
|
||
"Odoo generates the first type, **simple electronic signatures**; these "
|
||
"signatures are legally valid in the EU, as stated in the eIDAS regulation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:42
|
||
msgid ""
|
||
"Electronic signatures may not be automatically recognized as valid. You may "
|
||
"need to bring supporting evidence of a signature's validity. While the Sign "
|
||
"app provides a simple electronic signature, some supporting evidence is "
|
||
"automatically collected during the signature process, such as:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:47
|
||
msgid "Email and SMS validation (if enabled)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:48
|
||
msgid ""
|
||
"Strong identity proof through itsme® (available in Belgium and the "
|
||
"Netherlands)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:49
|
||
msgid ""
|
||
"Timestamped, IP and geographically traceable access logs to the documents "
|
||
"and their associated signatures"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:51
|
||
msgid ""
|
||
"Document traceability and inalterability (any alteration made to a signed "
|
||
"document is detected by Odoo with the use of cryptographic proofs)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:55
|
||
msgid "United States of America"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:57
|
||
msgid ""
|
||
"The `ESIGN Act (Electronic Signatures in Global and National Commerce Act) "
|
||
"<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:66
|
||
msgid ""
|
||
"Overall, to be recognized as valid, electronic signatures have to meet five "
|
||
"criteria:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:68
|
||
msgid ""
|
||
"The signer must show a clear **intent to sign**. For example, using a mouse "
|
||
"to draw a signature can show intent. The signer must also have the option to"
|
||
" opt out of the electronic document."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:70
|
||
msgid ""
|
||
"The signer must first express or imply their **consent to conduct business "
|
||
"electronically**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:71
|
||
msgid ""
|
||
"**The signature must be clearly attributed**. In Odoo, metadata, such as the"
|
||
" signer's IP address, is added to the signature, which can be used as "
|
||
"supporting evidence."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:73
|
||
msgid ""
|
||
"**The signature must be associated with the signed document**, for example, "
|
||
"by keeping a record detailing how the signature was captured."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:75
|
||
msgid ""
|
||
"Electronically signed documents need to be **retained and stored** by all "
|
||
"parties involved; for example, by providing the signer either a fully-"
|
||
"executed copy or the possibility to download a copy."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:80
|
||
msgid ""
|
||
"The above information has no legal value; it is only provided for general "
|
||
"informational purposes. As laws governing electronic signatures rapidly "
|
||
"evolve, we cannot guarantee that all information is up-to-date. We advise "
|
||
"contacting a local attorney for legal advice regarding electronic signature "
|
||
"compliance and validity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:86
|
||
msgid "Send a document to sign"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:89
|
||
msgid "One-time signature"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:91
|
||
msgid ""
|
||
"You can click :guilabel:`Upload a PDF to sign` from your dashboard for a "
|
||
"one-time signature. Select your document, open it, and drag and drop the "
|
||
"required :ref:`fields <sign/fields>` in your document. You can modify the "
|
||
":ref:`role <sign/role>` assigned to a field by clicking on it and selecting "
|
||
"the one you want."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:96
|
||
msgid ""
|
||
"When ready, click :guilabel:`Send`, and fill in the required fields. Once "
|
||
"sent, your document remains available. Go to :menuselection:`Documents --> "
|
||
"All Documents` to see your document and the status of the signatures."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst-1
|
||
msgid "Signature status"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:104
|
||
msgid "Validity dates and reminders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:106
|
||
msgid ""
|
||
"You can set **validity dates** on limited-duration agreement documents or "
|
||
"send **automatic email reminders** to obtain signatures on time. From your "
|
||
"dashboard, click :guilabel:`Send` on your document. On the new page, go to "
|
||
"the :guilabel:`Options` section and fill in the :guilabel:`Valid Until` and "
|
||
":guilabel:`Reminder` fields."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:112
|
||
#: ../../content/applications/productivity/spreadsheet/templates.rst:3
|
||
msgid "Templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:114
|
||
msgid ""
|
||
"You can create document templates when you have to send the same document "
|
||
"several times. From your dashboard, click :guilabel:`Upload a PDF template`."
|
||
" Select the document and add the required :ref:`fields <sign/fields>`. You "
|
||
"can modify the :ref:`role <sign/role>` of a field by clicking on it and "
|
||
"selecting the one you want."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:119
|
||
msgid ""
|
||
"Click :guilabel:`Template Properties` to add :guilabel:`Tags` to your "
|
||
"template, define a :guilabel:`Signed Document Workspace`, add "
|
||
":guilabel:`Signed Document Tags`, set a :guilabel:`Redirect Link` that will "
|
||
"be available in the signature confirmation message received after the "
|
||
"signature, or define :guilabel:`Authorized Users` if you want to restrict "
|
||
"the use of your template to specific authorized users or groups."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:125
|
||
msgid ""
|
||
"Your templates are visible by default on your dashboard. You can click "
|
||
":guilabel:`Send` to quickly send a document template to a signer or "
|
||
":guilabel:`Sign Now` if you are ready to sign your document immediately."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:130
|
||
msgid ""
|
||
"You can **create a template from a document that was previously sent**. To "
|
||
"do so, go to :menuselection:`Documents --> All Documents`. On the document "
|
||
"you want to retrieve, click on the the vertical ellipsis (:guilabel:`⋮`), "
|
||
"then :guilabel:`Template`. Click on the vertical ellipsis (:guilabel:`⋮`) "
|
||
"again, then :guilabel:`Restore`. Your document now appears on your dashboard"
|
||
" next to your other templates."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:139
|
||
msgid "Roles"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:141
|
||
msgid ""
|
||
"Each field in a Sign document is related to a role corresponding to a "
|
||
"specific person. When a document is being signed, the person assigned to the"
|
||
" role must fill in their assigned fields and sign it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:145
|
||
msgid ""
|
||
"Roles are available by going to :menuselection:`Sign --> Configuration --> "
|
||
"Roles`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:147
|
||
msgid ""
|
||
"It is possible to update existing roles or to create new roles by clicking "
|
||
"on :guilabel:`New`. Choose a :guilabel:`Role Name`, add an :guilabel:`Extra "
|
||
"Authentication Step` to confirm the identity of the signing person, and if "
|
||
"the document can be reassigned to another contact, select :guilabel:`Change "
|
||
"Authorized` for the role. A :guilabel:`Color` can also be chosen for the "
|
||
"role. This color can help understand which roles are responsible for which "
|
||
"field when configuring a template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:155
|
||
msgid "Secured identification"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:157
|
||
msgid ""
|
||
"As the owner of a document, you may request an :guilabel:`Extra "
|
||
"Authentication Step` through :ref:`SMS verification <sign/sms>` or via "
|
||
":ref:`Itsme® <sign/itsme>` (available in Belgium and the Netherlands). Both "
|
||
"authentication options require :ref:`credits <iap/buying_credits>`. If you "
|
||
"do not have any credits left, the authentication steps will be skipped."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:163
|
||
msgid ":doc:`In-App Purchase (IAP) <../essentials/in_app_purchase>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:164
|
||
msgid ""
|
||
":doc:`SMS pricing and FAQ "
|
||
"<../marketing/sms_marketing/pricing/pricing_and_faq>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:169
|
||
msgid "SMS verification"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:171
|
||
msgid ""
|
||
"Go to :menuselection:`Sign --> Configuration --> Roles`. Click in the "
|
||
":guilabel:`Extra Authentication Step` column for the role, and select "
|
||
":guilabel:`Unique Code Via SMS`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:175
|
||
msgid ""
|
||
"Before being able to send SMS Text Messages, you need to register your phone"
|
||
" number. To do so, go to :menuselection:`Sign --> Configuration --> "
|
||
"Settings` and click :guilabel:`Buy credits` under :guilabel:`Authenticate by"
|
||
" SMS`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:179
|
||
msgid ""
|
||
"Go to the document to sign, add the field for which the SMS verification is "
|
||
"required, for example, the :guilabel:`Signature` field, and click "
|
||
":guilabel:`Send`. On the new page, select the :guilabel:`customer` and click"
|
||
" :guilabel:`Send`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:183
|
||
msgid ""
|
||
"The person signing the document fills in the :guilabel:`Signature` field, "
|
||
"then :guilabel:`Sign`, and clicks :guilabel:`Validate & Send Completed "
|
||
"Document`. A :guilabel:`Final Validation` page pops up where to add their "
|
||
"phone number. One-time codes are sent by SMS."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst-1
|
||
msgid "Add a hash to your document"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:191
|
||
msgid "This feature is enabled by default."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:192
|
||
msgid ""
|
||
"As soon as the :guilabel:`Extra Authentication Step` applies to a role, this"
|
||
" validation step is requested for any field assigned to this role."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:198
|
||
msgid "Itsme®"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:200
|
||
msgid ""
|
||
"Itsme® authentication can be used to allow signatories to provide their "
|
||
"identity using itsme®. This feature is only available in **Belgium** and the"
|
||
" **Netherlands**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:203
|
||
msgid ""
|
||
"The feature can be enabled in :guilabel:`Sign Settings` and applies "
|
||
"automatically to the :guilabel:`Customer (identified with itsme®)` role. To "
|
||
"enable it for other roles, go to :menuselection:`Sign --> Configuration --> "
|
||
"Roles`. Click in the :guilabel:`Extra Authentication Step` column for the "
|
||
"role, and select :guilabel:`Via itsme®`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:208
|
||
msgid ""
|
||
"Go to the document that needs to be signed and add the :guilabel:`Signature`"
|
||
" field. Switch to any role configured to use the feature, and click "
|
||
":guilabel:`Validate` and :guilabel:`Send`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst-1
|
||
msgid "select customer identified with itsme®"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:214
|
||
msgid ""
|
||
"Upon signing the document, the signer completes the :guilabel:`Signature` "
|
||
"field and proceeds by clicking on :guilabel:`Validate & Send Completed "
|
||
"Document`, triggering a :guilabel:`Final verification` page where "
|
||
"authentication via itsme® is required."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:219
|
||
msgid "Signatory hash"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:221
|
||
msgid ""
|
||
"Each time someone signs a document, a **hash** - a unique digital signature "
|
||
"of the operation - is generated to ensure traceability, integrity, and "
|
||
"inalterability. This process guarantees that any changes made after a "
|
||
"signature is affixed can be easily detected, maintaining the document's "
|
||
"authenticity and security throughout its lifecycle."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:226
|
||
msgid ""
|
||
"A visual security frame displaying the beginning of the hash is added to the"
|
||
" signatures. Internal users can hide or show it by turning the "
|
||
":guilabel:`Frame` option on or off when signing the document."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst-1
|
||
msgid "Adding the visual security frame to a signature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:238
|
||
msgid ""
|
||
"Tags can be used to categorize and organize documents, allowing users to "
|
||
"quickly search for and filter documents based on specific criteria."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:241
|
||
msgid ""
|
||
"You can manage tags by going to :menuselection:`Configuration --> Tags`. To "
|
||
"create a tag, click :guilabel:`New`. On the new line, add the :guilabel:`Tag"
|
||
" Name` and select a :guilabel:`Color Index` for your tag."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:245
|
||
msgid ""
|
||
"To apply a tag to a document, use the dropdown list available in your "
|
||
"document."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:248
|
||
msgid ""
|
||
"You can modify the tags of a signed document by going to "
|
||
":menuselection:`Documents --> All Documents`, clicking the vertical ellipsis"
|
||
" (:guilabel:`⋮`) on your document, then :guilabel:`Details`, and modifying "
|
||
"your :guilabel:`Tags`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:253
|
||
msgid "Sign order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:255
|
||
msgid ""
|
||
"When a document needs to be signed by different parties, the signing order "
|
||
"lets you control the order in which your recipients receive it for "
|
||
"signature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:258
|
||
msgid ""
|
||
"After uploading a PDF with at least two signature fields with two different "
|
||
"roles and clicking :guilabel:`Send`, toggle the :guilabel:`Specify Signing "
|
||
"Order` button and search for the signer's name or email information to add "
|
||
"them. You can decide on the signing order by typing **1** or **2** in the "
|
||
"first column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:263
|
||
msgid ""
|
||
"Each recipient receives the signature request notification only once the "
|
||
"previous recipient has completed their action."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:267
|
||
msgid ""
|
||
"`Odoo Quick Tips: Sign order [video] "
|
||
"<https://www.youtube.com/watch?v=2KUq7RPt1cU/>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:272
|
||
msgid "Field types"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:274
|
||
msgid ""
|
||
"Fields are used in a document to indicate what information must be completed"
|
||
" by the signers. You can add fields to your document simply by dragging and "
|
||
"dropping them for the left column into your document."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:278
|
||
msgid ""
|
||
"Various field types can be used to sign documents (placeholder, "
|
||
"autocompletion, etc.). By configuring your own field types, also known as "
|
||
"signature item types, the signing process can be even faster for your "
|
||
"customers, partners, and employees."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:282
|
||
msgid ""
|
||
"To create and edit field types, go to :menuselection:`Sign --> Configuration"
|
||
" --> Settings --> Edit field types`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:285
|
||
msgid ""
|
||
"You can select an existing field by clicking on it, or you can "
|
||
":guilabel:`Create` a new one. First, edit the :guilabel:`Field Name`. Then, "
|
||
"select a :guilabel:`Field Type`:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:288
|
||
msgid ""
|
||
":guilabel:`Signature`: users are asked to enter their signature either by "
|
||
"drawing it, generating an automatic one based on their name, or uploading a "
|
||
"local file (usually an image). Each subsequent :guilabel:`Signature` field "
|
||
"type then reuses the data entered in the first field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:291
|
||
msgid ""
|
||
":guilabel:`Initial`: users are asked to enter their initials, in a similar "
|
||
"way to the :guilabel:`Signature` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:293
|
||
msgid ":guilabel:`Text`: users enter text on a single line."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:294
|
||
msgid ":guilabel:`Multiline Text`: users enter text on multiple lines."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:295
|
||
msgid ""
|
||
":guilabel:`Checkbox`: users can tick a box (e.g., to mark their approval or "
|
||
"consent)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:296
|
||
msgid ""
|
||
":guilabel:`Selection`: users choose a single option from a variety of "
|
||
"options."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:298
|
||
msgid ""
|
||
"The :guilabel:`Auto-fill Partner Field` setting is used to automatically "
|
||
"fill in a field during the signature process. It uses the value of one of "
|
||
"the fields on the contact (`res.partner`) model of the person signing the "
|
||
"document. To do so, enter the contact model field's technical name."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:303
|
||
msgid ""
|
||
"To know the technical name of a field, enable developer mode and hover your "
|
||
"mouse on the question mark next to the field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:307
|
||
msgid ""
|
||
"Auto-completed values are suggestions and can be modified as required by the"
|
||
" person signing the document."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:310
|
||
msgid ""
|
||
"The size of the fields can also be changed by editing the :guilabel:`Default"
|
||
" Width` and :guilabel:`Default Height`. Both sizes are defined as a "
|
||
"percentage of the full page expressed as a decimal, with 1 equalling the "
|
||
"full page's width or height. By default, the width of new fields you create "
|
||
"is set to 15% (0.150) of a full page's width, while their height is set to "
|
||
"1.5% (0.015) of a full page's height."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst:316
|
||
msgid ""
|
||
"Next, write a :guilabel:`Tip`. Tips are displayed inside arrows on the left-"
|
||
"hand side of the user's screen during the signing process to help them "
|
||
"understand what the step entails (e.g., \"Sign here\" or “Fill in your "
|
||
"birthdate”). You can also use a :guilabel:`Placeholder` text to be displayed"
|
||
" inside the field before it is completed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/sign.rst-1
|
||
msgid "Tip and placeholder example in Odoo Sign"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet.rst:6
|
||
msgid "Spreadsheet"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet.rst:14
|
||
msgid ""
|
||
"Spreadsheet lets you organize, analyze, and visualize your data in tabular "
|
||
"form. Among others, you can:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet.rst:17
|
||
msgid ""
|
||
":doc:`Insert and link your Odoo data (pivots, graphs, lists, and menus) "
|
||
"<spreadsheet/insert>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet.rst:18
|
||
msgid ""
|
||
":doc:`Use default templates or create new ones <spreadsheet/templates>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet.rst:19
|
||
msgid "Format data."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet.rst:20
|
||
msgid "Use formulas and functions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet.rst:21
|
||
msgid "Sort and filter data."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet.rst:26
|
||
msgid "Glossary"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet.rst:28
|
||
msgid ""
|
||
"Some of Spreadsheet's main :abbr:`UI (user interface)` elements are "
|
||
"highlighted and defined below."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet.rst-1
|
||
msgid "Spreadsheet main UI elements"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet.rst:34
|
||
msgid "Menu bar"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet.rst:35
|
||
msgid "Top bar"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet.rst:36
|
||
msgid "Formula bar"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet.rst:37
|
||
msgid "Filters button"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet.rst:38
|
||
msgid "Row header"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet.rst:39
|
||
msgid "Column header"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet.rst:40
|
||
msgid "Cell menu"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet.rst:41
|
||
msgid "Bottom bar"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:3
|
||
msgid "Link Odoo data"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:5
|
||
msgid ""
|
||
"You can insert and link several elements from your database in your "
|
||
"spreadsheets, namely:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:7
|
||
msgid "pivots,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:8
|
||
msgid "graphs,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:9
|
||
msgid "lists, and"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:10
|
||
msgid "links to menus (i.e., a clickable link to a view of a specific model)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:12
|
||
msgid ""
|
||
"Before inserting :ref:`pivots <reporting/views/pivot>`, :ref:`graphs "
|
||
"<reporting/views/graph>`, or lists, ensure they are tailored to your needs, "
|
||
"as some elements are more quickly - or only - configurable in their "
|
||
"respective view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:16
|
||
msgid ""
|
||
"To insert pivots and graphs, click :guilabel:`Insert in spreadsheet` from "
|
||
"any pivot or graph view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:17
|
||
msgid ""
|
||
"To insert lists, click :menuselection:`Favorites --> Insert list in "
|
||
"spreadsheet` from any list view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:19
|
||
msgid ""
|
||
"To insert links to menus, click :menuselection:`Favorites --> Link menu in "
|
||
"spreadsheet` from any view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:22
|
||
msgid ""
|
||
"In the pop-up box, either create a new spreadsheet by selecting "
|
||
":guilabel:`Blank spreadsheet` or insert it in an existing one by selecting "
|
||
"it and clicking :guilabel:`Confirm`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst-1
|
||
msgid "Inserting a pivot in a spreadsheet"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:30
|
||
msgid ""
|
||
"By default, new spreadsheets are saved under the :guilabel:`Spreadsheet` "
|
||
"workspace of the Documents app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:36
|
||
msgid "Updating data"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:38
|
||
msgid ""
|
||
"Once inserted in a spreadsheet, your data is kept up-to-date, reflecting any"
|
||
" changes made to your database. Reopening the spreadsheet reloads the linked"
|
||
" data."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:42
|
||
msgid ""
|
||
"To update pivots and lists data without reopening a spreadsheet, go to the "
|
||
"menu bar and click :menuselection:`Data --> Refresh all data`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:46
|
||
msgid "Pivot data"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:48
|
||
msgid ""
|
||
"Using :guilabel:`Refresh all data` only updates existing pivot cells. If new"
|
||
" cells need to be added, go to the menu bar and click :menuselection:`Data "
|
||
"--> Re-insert pivot` to fully update the pivot. Alternatively, click "
|
||
":guilabel:`Insert pivot`, select the pivot, and tick :guilabel:`Display "
|
||
"missing cells only` to preview first the missing data."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:0
|
||
msgid "Displaying missing cells in a pivot"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/insert.rst:57
|
||
msgid ""
|
||
"To change which records are :ref:`used by the pivot <search/preconfigured-"
|
||
"filters>`, right-click on a pivot cell, select :guilabel:`See pivot "
|
||
"properties`, and click :guilabel:`Edit domain`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/templates.rst:5
|
||
msgid ""
|
||
"Spreadsheet templates allow you to quickly create spreadsheets without "
|
||
"starting from scratch."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/templates.rst:7
|
||
msgid ""
|
||
"Several pre-built templates are available when creating a new spreadsheet "
|
||
"from the **Documents** app, such as:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/templates.rst:10
|
||
msgid ":ref:`budget reports <templates/budget-reports>`,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/templates.rst:11
|
||
msgid ":ref:`pipeline revenue reports <templates/pipeline-reports>`, or"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/templates.rst:12
|
||
msgid ":ref:`sales commission report <templates/sales-commission>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/templates.rst-1
|
||
msgid "View of all the default templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/templates.rst:17
|
||
msgid ""
|
||
"You can also :ref:`save any spreadsheet as a template <templates/save>` and "
|
||
":ref:`manage and edit existing templates <templates/manage>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/templates.rst:21
|
||
msgid "Default templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/templates.rst:26
|
||
msgid "Accounting: budget reports"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/templates.rst:28
|
||
msgid ""
|
||
"Budget reports compare a company's actual spending with its budget over a "
|
||
"defined period. Two templates are available: one uses quarterly intervals "
|
||
"(:guilabel:`Budget Report (Quarterly)`), while the other uses monthly "
|
||
"intervals (:guilabel:`Budget Report (Monthly)`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/templates.rst-1
|
||
msgid "Extract of a budget report"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/templates.rst:35
|
||
msgid ""
|
||
"The cells under the :guilabel:`Actuals` column are automatically filled in "
|
||
"with the amount of money made and spent over the corresponding period (month"
|
||
" or quarter). The data is taken from posted journal items under :ref:`income"
|
||
" and expense accounts <chart-of-account/type>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/templates.rst:40
|
||
msgid ""
|
||
"Journal items under the :guilabel:`Other Income` account type are not "
|
||
"considered when collecting data."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/templates.rst:43
|
||
msgid ""
|
||
"To analyze your budget's performance, fill the cells under the "
|
||
":guilabel:`Budget` column with how much money you expect to make "
|
||
"(:guilabel:`Income` rows) and spend (:guilabel:`Expenses` rows) over the "
|
||
"related period and per account. Then, the performance (:guilabel:`Perf.`) "
|
||
"column compares :guilabel:`Actuals` data to their corresponding budget, "
|
||
"expressed as a percentage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/templates.rst:48
|
||
msgid ""
|
||
"Lastly, the :guilabel:`Net Profit` row represents the total "
|
||
":guilabel:`Income` minus the total :guilabel:`Expenses` for the "
|
||
":guilabel:`Actuals` and :guilabel:`Budget` columns."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/templates.rst:54
|
||
msgid "CRM: pipeline revenue reports"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/templates.rst:56
|
||
msgid ""
|
||
"Two pipeline revenue reports are available. The :guilabel:`Pipeline Revenue "
|
||
"Report (Monthly)` is dedicated to one-time revenue (:abbr:`NRR (non-"
|
||
"recurring revenue)`), while the :guilabel:`MRR/NRR Pipeline Revenue Report "
|
||
"(Monthly)` covers recurring and non-recurring revenue (:abbr:`MRR (monthly "
|
||
"recurring revenue)`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/templates.rst:62
|
||
msgid ""
|
||
"Enable :guilabel:`Recurring Revenues` by going to :menuselection:`CRM --> "
|
||
"Configuration --> Settings`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/templates.rst-1
|
||
msgid "Extract of a pipeline revenue report"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/templates.rst:68
|
||
msgid ""
|
||
"The cells under the :guilabel:`Actuals` column are automatically filled in "
|
||
"with the amount of monthly revenue from **won** opportunities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/templates.rst:71
|
||
msgid ""
|
||
"To compute the revenue performance, fill in the monthly revenue targets."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/templates.rst:73
|
||
msgid ""
|
||
"For the :guilabel:`Revenue by Team` sheet, fill in the cells under the "
|
||
":guilabel:`Target` columns for each sales team."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/templates.rst:75
|
||
msgid ""
|
||
"For the :guilabel:`Revenue by Salesperson` sheet, open the "
|
||
":guilabel:`Targets` sheet and fill in the cells next to each salesperson. "
|
||
"Use the :guilabel:`Monthly Factor` table below to adapt the main targets "
|
||
"depending on the month of the year."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/templates.rst:79
|
||
msgid ""
|
||
"Then, the performance (:guilabel:`Perf.`) column compares "
|
||
":guilabel:`Actuals` data to their related budget, expressed as a percentage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/templates.rst:82
|
||
msgid ""
|
||
"Lastly, the :guilabel:`Forecasted` column gathers the monthly revenue of "
|
||
"leads multiplied by their :guilabel:`Probability` percentage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/templates.rst:86
|
||
msgid "For actuals and forecasts:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/templates.rst:88
|
||
msgid ""
|
||
"The :guilabel:`Expected Closing` date found on leads is used to assign them "
|
||
"to a month."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/templates.rst:89
|
||
msgid ""
|
||
"The recurring monthly revenue is used even if the recurring plan's number of"
|
||
" months is set to a different value than 1 month. For example, a yearly "
|
||
"plan's revenue is divided by 12 months."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/templates.rst:95
|
||
msgid "Sales: sales commission"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/templates.rst:97
|
||
msgid ""
|
||
"This report presents the monthly commission earned or due to each "
|
||
"salesperson."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/templates.rst-1
|
||
msgid "Extract of a sales commission report"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/templates.rst:102
|
||
msgid ""
|
||
"The :guilabel:`Rate` column is pre-filled with the percentage rate from the "
|
||
":guilabel:`Rates` tab, which can be customized for each product category "
|
||
"according to the company's policy. Adjusting the rate for a specific product"
|
||
" category automatically updates the commission amount for that category."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/templates.rst:106
|
||
msgid ""
|
||
"The :guilabel:`Invoiced` column shows the total amount of untaxed invoices "
|
||
"grouped by salesperson and month."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/templates.rst:109
|
||
msgid ""
|
||
"Lastly, the :guilabel:`Comm.` column is computed by multiplying the invoiced"
|
||
" amount with the rate percentage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/templates.rst:115
|
||
msgid "Save a spreadsheet as a template"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/templates.rst:117
|
||
msgid ""
|
||
"Any spreadsheet can be saved as a template. From the menu bar, click "
|
||
":menuselection:`File --> Save as template`. Modify the default "
|
||
":guilabel:`Template Name` if necessary and click :guilabel:`Confirm`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/templates.rst:122
|
||
msgid "Templates are available to all users on the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/templates.rst:127
|
||
msgid "Manage and edit templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/templates.rst:129
|
||
msgid ""
|
||
"Manage templates by going to :menuselection:`Documents --> Configuration -->"
|
||
" Spreadsheet Templates`. Remove the :guilabel:`My Templates` :ref:`filter "
|
||
"<search/preconfigured-filters>` to view all templates in the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/templates.rst:133
|
||
msgid ""
|
||
"To edit an existing template, click `✎ Edit` next to the desired template. "
|
||
"Modifications are automatically saved."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/spreadsheet/templates.rst:137
|
||
msgid ""
|
||
"Use the download button under the :guilabel:`Data` column to export a "
|
||
"template in JSON format. The file can be imported into another database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:3
|
||
msgid "To-do"
|
||
msgstr "מטלה"
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:5
|
||
msgid "To-do assists you in organizing and managing personal tasks."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:8
|
||
msgid "Creating to-dos"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:10
|
||
msgid ""
|
||
"To create a to-do, click :guilabel:`New` or the plus button (:guilabel:`➕`) "
|
||
"next to a stage name. Add a title to your to-do, then click :guilabel:`Add` "
|
||
"to save it or :guilabel:`Edit` to access more options."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:14
|
||
msgid ""
|
||
"If you choose to :guilabel:`Edit` a to-do, you have the option to add "
|
||
":guilabel:`Tags`, :guilabel:`Assignees`, or more information using the Odoo "
|
||
"Editor."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:18
|
||
msgid "Adding :guilabel:`Assignees` shares the to-do with the users selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:19
|
||
msgid ""
|
||
"Type `/` in the editor box to structure and format your content. You can "
|
||
"also add media, links, and widgets."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:23
|
||
msgid ""
|
||
"You can create a new to-do on the fly from anywhere in Odoo by opening the "
|
||
"**command palette tool** with the keyboard shortcut ´ctrl+k´ and clicking "
|
||
":guilabel:`Add a To-Do`, or by clicking the clock button and then "
|
||
":guilabel:`Add a To-Do`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:0
|
||
msgid "Adding a to-do on the fly"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:31
|
||
msgid "Converting to-dos into project tasks"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:33
|
||
msgid ""
|
||
"If you use the :doc:`Project app <../services/project>`, you can convert to-"
|
||
"dos into project tasks. To do so, open a to-do and click the gear button "
|
||
"(:guilabel:`⚙`), then :guilabel:`Convert to Task`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:36
|
||
msgid ""
|
||
"Next, select the :guilabel:`Project`, :guilabel:`Assignees`, and "
|
||
":guilabel:`Tags`, then click :guilabel:`Convert to Task`. The to-do is now a"
|
||
" project task and appears in the selected project."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst-1
|
||
msgid "Converting a to-do into a task"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:43
|
||
msgid "Managing the to-do pipeline"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:45
|
||
msgid ""
|
||
"Your assigned **to-dos** are displayed on the app dashboard. You can drag "
|
||
"and drop a to-do to move it from one stage to another."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst-1
|
||
msgid "Example of a to-do pipeline"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:52
|
||
msgid ""
|
||
"Click the :guilabel:`+ Personal Stage` button on the left of the pipeline to"
|
||
" create a new stage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:54
|
||
msgid ""
|
||
"Click the gear button (:guilabel:`⚙`) next to a stage to :guilabel:`Fold`, "
|
||
":guilabel:`Edit`, or :guilabel:`Delete` it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:0
|
||
msgid "Stage settings button"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:61
|
||
msgid "Scheduling activities"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:63
|
||
msgid ""
|
||
"To schedule an activity on a to-do, click the clock button on the app "
|
||
"dashboard, then the :guilabel:`+ Schedule an activity` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst-1
|
||
msgid "Scheduling an activity from the To-do dashboard"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:69
|
||
msgid "To create the activity:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:71
|
||
msgid "Select an :guilabel:`Activity Type`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:72
|
||
msgid "Select a :guilabel:`Due date`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:73
|
||
msgid "Choose who the activity should be :guilabel:`Assigned to`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:74
|
||
msgid ""
|
||
"Add a brief :guilabel:`Summary` if needed. You can add a more elaborate "
|
||
"description in the :guilabel:`Log a note` box."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:77
|
||
msgid "Click :guilabel:`Schedule` to complete the action."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:80
|
||
msgid ""
|
||
"The :guilabel:`To Do` activity is *not* a to-do task. Selecting it does not "
|
||
"create a to-do task."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:83
|
||
msgid "Viewing to-dos in the Project app"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:85
|
||
msgid ""
|
||
"If you use the :doc:`Project app <../services/project>`, your to-dos also "
|
||
"appear as private tasks under the :guilabel:`My Tasks` view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst-1
|
||
msgid "Example of a \"My Tasks\" pipeline in the Project app"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/to_do.rst:92
|
||
msgid ""
|
||
"A padlock icon is visible on your private tasks to quickly identify them "
|
||
"among your project tasks."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip.rst:7
|
||
msgid "VoIP (Voice over Internet Protocol)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip.rst:10
|
||
msgid ""
|
||
"For more information, reference the `Odoo eLearning (video tutorials) on "
|
||
"VoIP <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: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:`VoIP username` / :guilabel:`Extension number`: (Axivox) "
|
||
":guilabel:`SIP username`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:50
|
||
msgid ":guilabel:`OnSip Auth Username`: (Axivox) :guilabel:`SIP username`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:51
|
||
msgid ":guilabel:`VoIP Secret`: (Axivox) :guilabel:`SIP Password`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:52
|
||
msgid ""
|
||
":guilabel:`Call from another device`: option to always transfer phone calls "
|
||
"to handset"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:53
|
||
msgid ":guilabel:`External device number`: SIP external phone extension"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:54
|
||
msgid ":guilabel:`Reject incoming calls`: option to reject all incoming calls"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:55
|
||
msgid ""
|
||
":guilabel:`How to place calls on mobile`: method to make calls on a mobile "
|
||
"device"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst-1
|
||
msgid "Integration of Axivox user in the Odoo user preference."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:62
|
||
msgid ""
|
||
"Access the domain on the Axivox administrative panel by navigating to "
|
||
"`https://manage.axivox.com/ <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
|
||
#: ../../content/applications/productivity/whatsapp.rst:273
|
||
#: ../../content/applications/productivity/whatsapp.rst:677
|
||
msgid "Name"
|
||
msgstr "שם"
|
||
|
||
#: ../../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
|
||
#: ../../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 "סקירה כללית"
|
||
|
||
#: ../../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:134
|
||
msgid ""
|
||
"A country code is a locator code that allows access to the desired country's"
|
||
" phone system. The country code is dialed first, prior to the target number."
|
||
" Each country in the world has its own specific country code."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/axivox/manage_users.rst:106
|
||
#: ../../content/applications/productivity/voip/onsip.rst:145
|
||
msgid ""
|
||
"For a list of comprehensive country codes, visit: `https://countrycode.org "
|
||
"<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
|
||
#: ../../content/applications/productivity/whatsapp.rst:809
|
||
msgid "Notifications"
|
||
msgstr "התראות"
|
||
|
||
#: ../../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 `OnSIP`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:25
|
||
msgid "Next, activate the :guilabel:`VOIP OnSIP` module."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst-1
|
||
msgid "View of OnSIP app in the app search results."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:32
|
||
msgid "Odoo VoIP setting"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:34
|
||
msgid ""
|
||
"After installing the *VOIP OnSIP* module, go to the :menuselection:`Settings"
|
||
" app`, scroll down to the :guilabel:`Integrations` section, and locate the "
|
||
":guilabel:`Asterisk (VoIP)` fields. Then, proceed to fill in those three "
|
||
"fields with the following information:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:38
|
||
msgid ""
|
||
":guilabel:`OnSIP Domain`: the domain that was assigned when creating an "
|
||
"account on `OnSIP <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:`Voip Username` = OnSIP :guilabel:`Username`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:78
|
||
msgid ":guilabel:`OnSIP Auth Username` = OnSIP :guilabel:`Auth Username`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:79
|
||
msgid ":guilabel:`VoIP Secret` = OnSIP :guilabel:`SIP Password`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:80
|
||
msgid ""
|
||
":guilabel:`External Device Number` = OnSIP :guilabel:`Ext.` (extension "
|
||
"without the `x`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst-1
|
||
msgid ""
|
||
"OnSIP user credentials with username, auth username, SIP password, and extension\n"
|
||
"highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:88
|
||
msgid ""
|
||
"The OnSIP extension can be found in the *User* banner line above the tabs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:90
|
||
msgid ""
|
||
"When these steps are complete, navigate away from the user form in Odoo to "
|
||
"save the configurations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:92
|
||
msgid ""
|
||
"Once saved, Odoo users can make phone calls by clicking the :guilabel:`☎️ "
|
||
"(phone)` icon in the top-right corner of Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:96
|
||
msgid ""
|
||
"Additional setup and troubleshooting steps can be found on `OnSIP's "
|
||
"knowledge base <https://support.onsip.com/hc/en-us>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:100
|
||
msgid "Incoming calls"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:102
|
||
msgid ""
|
||
"The Odoo database also receives incoming calls that produce pop-up windows "
|
||
"in Odoo. When those call pop-up windows appear, click the green :guilabel:`📞"
|
||
" (phone)` icon to answer the call."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:105
|
||
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:113
|
||
msgid ":doc:`voip_widget`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:116
|
||
#: ../../content/applications/productivity/voip/voip_widget.rst:32
|
||
msgid "Troubleshooting"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:119
|
||
msgid "Missing parameters"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:121
|
||
msgid ""
|
||
"If a *Missing Parameters* message appears in the Odoo widget, make sure to "
|
||
"refresh the Odoo browser window (or tab), and try again."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst-1
|
||
msgid "Missing parameter message in the Odoo VoIP widget."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:129
|
||
msgid "Incorrect number"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:131
|
||
msgid ""
|
||
"If an *Incorrect Number* message appears in the Odoo widget, make sure to "
|
||
"use the international format for the number. This means leading with the "
|
||
"international country code."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:138
|
||
msgid ""
|
||
"For example, `16505555555` (where `1` is the international prefix for the "
|
||
"United States)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst-1
|
||
msgid "Incorrect number message populated in the Odoo VoIP widget."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:149
|
||
msgid "OnSIP on mobile phone"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:151
|
||
msgid ""
|
||
"In order to make and receive phone calls when the user is not in front of "
|
||
"Odoo on their computer, a softphone app on a mobile phone can be used in "
|
||
"parallel with Odoo *VoIP*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:154
|
||
msgid ""
|
||
"This is useful for convenient, on-the-go calls, and to make sure incoming "
|
||
"calls are heard. Any SIP softphone will work."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:158
|
||
msgid ":doc:`devices_integrations`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/voip/onsip.rst:159
|
||
msgid "`OnSIP App Download <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
|
||
#: ../../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:`✉️ (envelope)` 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 ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:3
|
||
msgid "WhatsApp"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:5
|
||
msgid ""
|
||
"**WhatsApp** is an instant messaging and voice-over-IP app that allows users"
|
||
" to send messages, make calls, and share content. Businesses can use "
|
||
"`WhatsApp Business <https://developers.facebook.com/products/whatsapp/>`_ to"
|
||
" communicate with their customers by text, send documents and provide "
|
||
"support."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:11
|
||
msgid ""
|
||
"WhatsApp is an Odoo Enterprise-only application that does not work in Odoo "
|
||
"Community edition. To sign up for Odoo Enterprise edition, click here: `Odoo"
|
||
" Free Trial <https://www.odoo.com/trial>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:15
|
||
msgid ""
|
||
"For more information on migrating from Odoo Community version to Odoo "
|
||
"Enterprise version see this documentation: "
|
||
":doc:`/administration/on_premise/community_to_enterprise`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:18
|
||
msgid ""
|
||
"With the **Odoo WhatsApp** app, a company can connect a WhatsApp Business "
|
||
"Account (WABA) to an Odoo database, which allows for the following:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:21
|
||
msgid "Receive and reply to WhatsApp messages directly from an Odoo database"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:22
|
||
msgid "Create new templates with dynamic placeholders/variables"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:23
|
||
msgid "Send pre-approved templates that use dynamic variables, such as:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:25
|
||
msgid "Quotations from the Sales app"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:26
|
||
msgid "Receipts and invoices from the Point of Sale app"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:27
|
||
msgid "Tickets from the Events app"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:30
|
||
msgid ""
|
||
"`Meta Business: create message templates for the WhatsApp Business account "
|
||
"<https://www.facebook.com/business/help/2055875911147364>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:32
|
||
msgid ""
|
||
"`Meta Business: connect a phone number to the WhatsApp Business account "
|
||
"<https://www.facebook.com/business/help/456220311516626>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:34
|
||
msgid ""
|
||
"`Meta Business: change the WhatsApp Business display name "
|
||
"<https://www.facebook.com/business/help/378834799515077>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:37
|
||
msgid ""
|
||
"WhatsApp is a messaging service operated by Meta, which is the parent "
|
||
"company of Facebook. WhatsApp is commonly used as a communication tool in "
|
||
"many countries and by many businesses. This documentation will cover the "
|
||
"integration of a WhatsApp Business Account with Odoo. The company's Meta "
|
||
"account is configured in Odoo via an :abbr:`API (Application Programming "
|
||
"Interface)` connection."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:43
|
||
msgid ""
|
||
"The WhatsApp connector supports two flows: company initiated, and customer "
|
||
"initiated. A company can initiate a discussion by sending a template to one "
|
||
"or more people. Once the template is sent, the recipient can answer in order"
|
||
" to trigger a discussion between the sender and the receiver (a *Discuss* "
|
||
"chat window will pop up if the customer answers within 15 days)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:48
|
||
msgid ""
|
||
"If the discussion is initiated by the client (e.g. by sending to the "
|
||
"company's public WhatsApp number), then Odoo will open a group chat with all"
|
||
" operators responsible for this WhatsApp channel."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:52
|
||
msgid ""
|
||
"It is recommended to set up multiple WhatsApp accounts for different "
|
||
"departments. For example, the help desk team and sales teams can chat on "
|
||
"different channels."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:56
|
||
msgid "WhatsApp configuration in a Meta"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:58
|
||
msgid ""
|
||
"A WhatsApp integration with Odoo uses a standard :abbr:`API (Application "
|
||
"Programming Interface)` connection, and is configured on Meta in the "
|
||
"following steps:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:61
|
||
msgid "Create a Meta business account"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:62
|
||
msgid "Create a Meta developer account"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:63
|
||
msgid "Setup an *app* and WhatsApp *product* on Meta's developer console"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:64
|
||
msgid "Test the API connection."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:66
|
||
msgid ""
|
||
"Once connected, messages are then sent and received through Odoo's *Discuss*"
|
||
" application using the WhatsApp :abbr:`API (Application Programming "
|
||
"Interface)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:70
|
||
msgid "Meta business account setup"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:72
|
||
msgid ""
|
||
"To create a Business account with Meta (owner of Facebook) navigate to: "
|
||
"`Facebook Business Manager <https://business.facebook.com/overview>`_. Begin"
|
||
" by clicking :guilabel:`Create account` and then enter the business name, "
|
||
"the administrator's name, and a work email address. Then click "
|
||
":guilabel:`Next`, and a pop-up window will appear prompting to confirm the "
|
||
"email address. After confirming, click :guilabel:`Done` to close the window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:78
|
||
msgid ""
|
||
"Next, follow the instructions in the email sent by Facebook to confirm the "
|
||
"creation of the business account and to complete the setup process."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:82
|
||
msgid ""
|
||
"`Set up a Meta business account "
|
||
"<https://www.facebook.com/business/help/1710077379203657?id=180505742745347>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:86
|
||
msgid ""
|
||
"If the business account is linked to a personal Facebook account then the "
|
||
"administrator must toggle between the personal account to the business "
|
||
"account for the remainder of the configuration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:90
|
||
msgid ""
|
||
"To toggle to the business account navigate to the `Facebook Developer "
|
||
"Console <https://developers.facebook.com>`_ and click on the *account name* "
|
||
"in the upper right corner. Under the :guilabel:`Business Accounts` heading, "
|
||
"click on the desired business that the WhatsApp configuration should take "
|
||
"place in. This will be the account for which Odoo will send and receive "
|
||
"WhatsApp messages."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:0
|
||
msgid "Toggle between Meta personal and business accounts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:101
|
||
msgid ""
|
||
"In order to create a Meta business account, the user must already have a "
|
||
"personal Facebook account that has existed for a minimum of one hour prior "
|
||
"to setting up the Facebook Business account. Trying to create the business "
|
||
"account prior to this time will result in an error."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:106
|
||
msgid "App creation"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:108
|
||
msgid ""
|
||
"On the `Meta for Developers <https://developers.facebook.com>`_ dashboard, "
|
||
"sign in with the Meta developer account. If no account is configured yet, "
|
||
"link a Facebook account to create a Meta developer account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:113
|
||
msgid ""
|
||
"A Facebook *developer* account is different than a Facebook *business* "
|
||
"account. While developer accounts are made up of personal Facebook accounts,"
|
||
" business accounts are **not** as they represent a business and manage all "
|
||
"of the business's assets in Meta, such as apps."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:118
|
||
msgid ""
|
||
"`Set up the WhatsApp Business Platform "
|
||
"<https://www.facebookblueprint.com/student/collection/409587/path/360218>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:121
|
||
msgid ""
|
||
"Click on :guilabel:`My Apps` in the top right corner after successfully "
|
||
"signing in to the Meta developer account. This will redirect the "
|
||
"administrator to all the apps the developer has configured in this specific "
|
||
"developer account. Click on :guilabel:`Create App` to begin the process of "
|
||
"configuring a new Meta application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:127
|
||
msgid "App type"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:129
|
||
msgid ""
|
||
"On the :menuselection:`Create an app` page, select :guilabel:`Other` under "
|
||
"the section labeled, :guilabel:`Looking for something else?`, and then click"
|
||
" :guilabel:`Next` to be directed to another page in order to select the app "
|
||
"type. Then, click on the first option listed under the :guilabel:`Select an "
|
||
"app type` label, titled :guilabel:`Business`. This selection allows for the "
|
||
"creation and management of the WhatsApp :abbr:`API (Application Programming "
|
||
"Interface)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:135
|
||
msgid ""
|
||
"Now, click :guilabel:`Next` to configure the app, as desired. When the app "
|
||
"*type* has been configured, the administrator will move onto the app "
|
||
"*details* section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:139
|
||
msgid "App details"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:141
|
||
msgid ""
|
||
"On the :guilabel:`Details` section of the :guilabel:`Create an app` process,"
|
||
" enter `Odoo` in the field under the :guilabel:`Add an app name` label."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:145
|
||
msgid ""
|
||
"The app name can be changed at a later time in the settings, if necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:148
|
||
msgid ""
|
||
"Trademarks and branded elements may not be used in this text section. These "
|
||
"include the Meta group of companies. Do not include the word: `WhatsApp` or "
|
||
"the system will flag this in error."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:151
|
||
msgid ""
|
||
"Next, enter the developer email address in the field under the "
|
||
":guilabel:`App contact email` label."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:153
|
||
msgid ""
|
||
"Lastly, set the :guilabel:`Business Account - Optional` field to the Meta "
|
||
"business account profile, using the drop-down menu. To finish, click "
|
||
":guilabel:`Create app`. This action will create the app and prompts the "
|
||
"*Meta Platform Terms* and *Developer Policies* agreements."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:157
|
||
msgid ""
|
||
"To accept the agreements, enter the Facebook password for security purposes,"
|
||
" and click :guilabel:`Submit` to finalize the app creation. The browser will"
|
||
" then direct to the :guilabel:`Meta for Developers` dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:162
|
||
msgid ""
|
||
"If the Meta business account is prohibited from advertising, claiming an app"
|
||
" won't be allowed. To resolve this issue navigate to "
|
||
"`<https://business.facebook.com/business>`_ for assistance."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:165
|
||
msgid ""
|
||
"For more information, see `Meta's documentation on advertising restrictions "
|
||
"<https://www.facebook.com/business/help/975570072950669>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:169
|
||
msgid "Add a WhatsApp product to the app"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:171
|
||
msgid ""
|
||
"Now that the basic structure of the app has been created, a product will "
|
||
"need to be added to the app. Begin by accessing the Meta app dashboard by "
|
||
"navigating to `<https://developers.facebook.com/apps>`_, and clicking on the"
|
||
" app that is being configured."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:175
|
||
msgid ""
|
||
"On the next page: since WhatsApp will be used, click :guilabel:`Set up` next"
|
||
" to the box containing WhatsApp, located towards the bottom of the page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:179
|
||
msgid ""
|
||
"`Meta's WhatsApp developer documentation "
|
||
"<https://developers.facebook.com/docs/whatsapp/>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:181
|
||
msgid ""
|
||
"The page then directs to the configuration page for the :guilabel:`WhatsApp "
|
||
"Business Platform API`. Use the drop-down menu to select the Meta business "
|
||
"to be configured for the :guilabel:`Select a Meta Business Account` option, "
|
||
"and then click :guilabel:`Continue` to confirm the selection."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:186
|
||
msgid ""
|
||
"When :guilabel:`Continue` is clicked, the administrator agrees to Meta's "
|
||
"terms and conditions as linked on the :guilabel:`Meta App Dashboard`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:190
|
||
msgid ""
|
||
"Once the WhatsApp product is added to the app, Meta will provide a WhatsApp "
|
||
"test phone number with 5 test messages."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:194
|
||
msgid "Start using the WhatsApp API"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:196
|
||
msgid ""
|
||
"After finishing the previous WhatsApp product wizard, and clicking "
|
||
":guilabel:`Continue`, the browser should have directed to the WhatsApp "
|
||
":guilabel:`Quickstart` page; this :guilabel:`Quickstart` page is where to "
|
||
"begin configuring the WhatsApp API by adding a phone number and then sending"
|
||
" an initial test message."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst-1
|
||
msgid ""
|
||
"Navigating to the WhatsApp quickstart wizard in Meta for Developer "
|
||
"dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:206
|
||
msgid ""
|
||
"If the browser isn't on the :guilabel:`Quickstart` page for WhatsApp, "
|
||
"navigate to `<https://developers.facebook.com/apps>`_ and click on the app "
|
||
"that is being configured, (the app name is `Odoo` if the instructions above "
|
||
"were followed)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:210
|
||
msgid ""
|
||
"Then, in the menu on the left-hand side of the page, click the :guilabel:`v "
|
||
"(menu toggle)` icon next to the :guilabel:`WhatsApp` section heading. A "
|
||
"small menu will open, containing the following options:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:214
|
||
msgid ":guilabel:`Quickstart`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:215
|
||
msgid ":guilabel:`API Setup`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:216
|
||
msgid ":guilabel:`Configuration`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:218
|
||
msgid ""
|
||
"Click the :guilabel:`Quickstart` option, and then click :guilabel:`Start "
|
||
"using the API`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:221
|
||
msgid "API Setup"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:223
|
||
msgid ""
|
||
"After clicking on :guilabel:`Start using the API`, the page navigates to the"
|
||
" :guilabel:`API Setup`. Now that the test number has been created, a test "
|
||
"message can be sent to confirm that WhatsApp is working properly. To begin, "
|
||
"navigate to the section on the page labeled :guilabel:`Send and receive "
|
||
"messages` and click the drop-down menu next to :guilabel:`To`, under "
|
||
":guilabel:`Step 1 Select phone numbers`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:229
|
||
msgid ""
|
||
"Now, select the only option available: :guilabel:`Manage phone number list`."
|
||
" Follow the steps and add up to five numbers to send the free test messages "
|
||
"to. After entering the appropriate country code and phone number, click on "
|
||
":guilabel:`Next`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:234
|
||
msgid ""
|
||
"Adding a phone number to send to in this step will allow for a successful "
|
||
"test to be sent by the terminal. This is critical to ensure the WhatsApp "
|
||
":abbr:`API (Application Programming Interface)` is working."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:238
|
||
msgid ""
|
||
"A verification code from WhatsApp Business is then sent to the phone number,"
|
||
" which needs to be input on the next screen to verify ownership of the "
|
||
"number. Enter the verification code and click :guilabel:`Next` to verify the"
|
||
" number."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:243
|
||
msgid "Send a test message via terminal"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:245
|
||
msgid ""
|
||
"Next, send a test message via the terminal. Under the section labeled "
|
||
":guilabel:`Step 2 Send messages with the API`, click :guilabel:`Send "
|
||
"Message`. A test message will then be sent to the phone number that was set "
|
||
"in the previous section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:249
|
||
msgid ""
|
||
"Upon successfully receiving the message to the number, move onto the next "
|
||
"section to produce and configure webhooks."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:255
|
||
msgid "WhatsApp configuration in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:257
|
||
msgid ""
|
||
"The next steps configured in this section are all within the Odoo database. "
|
||
"A few different values for a token, phone number, and account IDs all need "
|
||
"to be configured in Odoo; these values are necessary in order to create a "
|
||
":guilabel:`Callback URL` and :guilabel:`Webhook Verify Token`, which are "
|
||
"then used to configure the webhooks (in order to receive messages back into "
|
||
"the database)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:262
|
||
msgid ""
|
||
"In Odoo, navigate to :menuselection:`WhatsApp app --> Configuration --> "
|
||
"WhatsApp Business Accounts`. Then click :guilabel:`New` to configure the "
|
||
"WhatsApp business account in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:265
|
||
msgid ""
|
||
"In another browser tab, navigate to "
|
||
":menuselection:`https://developers.facebook.com --> My Apps --> WhatsApp -->"
|
||
" API Configuration`, and then copy the following values from the Meta "
|
||
"developer console into the corresponding fields in Odoo:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:274
|
||
msgid "Meta Console"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:275
|
||
msgid "Odoo Interface"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:276
|
||
msgid "Phone"
|
||
msgstr "טלפון"
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:277
|
||
msgid ":guilabel:`Phone number ID`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:278
|
||
msgid ":guilabel:`Phone Number ID`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:279
|
||
msgid "Token"
|
||
msgstr "אסימון"
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:280
|
||
msgid ":guilabel:`Temporary access token`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:281
|
||
msgid ":guilabel:`Access Token`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:282
|
||
msgid "App ID"
|
||
msgstr "שם משתמש"
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:283
|
||
#: ../../content/applications/productivity/whatsapp.rst:284
|
||
msgid ":guilabel:`App ID`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:285
|
||
msgid "Account ID"
|
||
msgstr "מזהה חשבון"
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:286
|
||
msgid ":guilabel:`WhatsApp Business Account ID`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:287
|
||
msgid ":guilabel:`Account ID`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:289
|
||
msgid ""
|
||
"To retrieve the :guilabel:`App Secret`, navigate to the Meta developer "
|
||
"console, `<https://developers.facebook.com/apps>`_ and select the app that "
|
||
"Odoo is being configured in. Then in the left-side menu, under "
|
||
":guilabel:`App settings`, select :guilabel:`Basic`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:293
|
||
msgid ""
|
||
"Next, click :guilabel:`Show` next to the field :guilabel:`App secret`, and "
|
||
"enter the account password to verify ownership. Copy the :guilabel:`App "
|
||
"secret` and then paste that copied value into the :guilabel:`App Secret` "
|
||
"field on the Odoo :guilabel:`WhatsApp Business Account` configuration "
|
||
"dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:298
|
||
msgid ""
|
||
"To complete the setup of the WhatsApp business account in Odoo, click "
|
||
":guilabel:`Test Connection`. A successful message in green will populate in "
|
||
"the upper-right corner of the dashboard if the configuration is set "
|
||
"correctly."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:303
|
||
msgid "Configuring webhooks"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:305
|
||
msgid ""
|
||
"To configure the webhooks for WhatsApp in Odoo, navigate to "
|
||
"`<https://developers.facebook.com/apps>`_ and select the app that Odoo is "
|
||
"being configured in. Next under the :guilabel:`WhatsApp` menu heading on the"
|
||
" left side of the screen, click on the :guilabel:`API Setup` menu item. "
|
||
"Finally go to the section marked :guilabel:`Step 3: Configure webhooks to "
|
||
"receive messages` and click on :guilabel:`Configure webhooks`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:312
|
||
msgid ""
|
||
"Another way to configure *Webhooks* is to navigate to "
|
||
"`<https://developers.facebook.com/apps>`_ and select the app that Odoo is "
|
||
"being configured in. Then select :guilabel:`Webhooks` in the left hand menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:0
|
||
msgid "Manually navigating to the Whatsapp webhooks configuration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:320
|
||
msgid ""
|
||
"On the :menuselection:`Webhook configuration` page, click on "
|
||
":guilabel:`Edit`, where both the :guilabel:`Callback URL` and "
|
||
":guilabel:`Webhook Verify Token` values from the Odoo will be added."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:324
|
||
msgid ""
|
||
"Both the :guilabel:`Callback URL` and :guilabel:`Webhook Verify Token` "
|
||
"values were automatically populated after clicking on :guilabel:`Test "
|
||
"Connection` in the previous step."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:327
|
||
msgid ""
|
||
"In a separate browser window, retrieve the necessary values in Odoo by "
|
||
"navigating to :menuselection:`WhatsApp app --> Configuration --> WhatsApp "
|
||
"Business Accounts` and select the account that is being configured. Locate "
|
||
"the values under the section labeled :guilabel:`Receiving Messages`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:332
|
||
msgid ""
|
||
"Copy and paste the :guilabel:`Callback URL` from Odoo into the "
|
||
":guilabel:`Callback URL` field in Meta. Similarly, copy and paste the "
|
||
":guilabel:`Webhook Verify Token` into the :guilabel:`Verify Token` field on "
|
||
"the Meta developer console, as well."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:336
|
||
msgid ""
|
||
"Finally, click :guilabel:`Verify and save` to record the values in the Meta "
|
||
"developer console."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:339
|
||
msgid "Webhook fields"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:341
|
||
msgid ""
|
||
"Now input individual webhook fields into Meta's developer console, under the"
|
||
" :guilabel:`Webhook fields` section. Click :guilabel:`Manage` and when the "
|
||
"pop-up window appears, check the boxes in the :guilabel:`Subscribe` column "
|
||
"for the following *field names*:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:345
|
||
msgid "account_update"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:346
|
||
msgid "message_template_quality_update"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:347
|
||
msgid "message_template_status_update"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:348
|
||
msgid "messages"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:349
|
||
msgid "template_category_update"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:351
|
||
msgid "After making the selections, click :guilabel:`Done`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:353
|
||
msgid ""
|
||
"The finished :guilabel:`Webhooks` configuration will appear like this in the"
|
||
" Meta developer console:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst-1
|
||
msgid "WhatsApp webhooks set in the Meta developer console."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:360
|
||
msgid ""
|
||
"The :guilabel:`Webhook fields` will only appear once the subscription is "
|
||
"confirmed using the :guilabel:`Callback URL` and :guilabel:`Webhook Verify "
|
||
"Token`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:364
|
||
msgid ""
|
||
"`Meta's WhatsApp documentation on setting webhooks "
|
||
"<https://developers.facebook.com/docs/whatsapp/cloud-api/guides/set-up-"
|
||
"webhooks>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:368
|
||
msgid "Add phone number"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:370
|
||
msgid ""
|
||
"To configure the phone number to use for WhatsApp in Odoo, navigate back to "
|
||
"the Meta developer console (`<https://developers.facebook.com/apps>`_) and "
|
||
"again select the app that Odoo is being configured in. Under the "
|
||
":guilabel:`WhatsApp` menu heading on the left side of the screen, click on "
|
||
"the :guilabel:`API Setup` menu item. From there, go to the section marked: "
|
||
":guilabel:`Step 5: Add a phone number`, and click on :guilabel:`Add phone "
|
||
"number`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:376
|
||
msgid ""
|
||
"In the fields, enter a :guilabel:`Business name` as well as a "
|
||
":guilabel:`Business website or profile page`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:380
|
||
msgid ""
|
||
"The :guilabel:`Business website or profile page` field can be a social media"
|
||
" page's :abbr:`URL (Uniform Resource Locator)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:383
|
||
msgid ""
|
||
"Complete filling out the business information by next selecting the country "
|
||
"that the company does business in from the drop-down menu in the "
|
||
":guilabel:`Country` section. Add an address if desired, however, this "
|
||
"information is optional. After adding the location, click :guilabel:`Next` "
|
||
"to continue."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:388
|
||
msgid ""
|
||
"The following page contains information for the :guilabel:`WhatsApp Business"
|
||
" profile`. Complete the following sections, accordingly:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:391
|
||
msgid ":guilabel:`WhatsApp Business Profile Display Name`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:392
|
||
msgid ":guilabel:`Timezone`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:393
|
||
msgid ":guilabel:`Category`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:394
|
||
msgid ":guilabel:`Business description` (optional)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:396
|
||
msgid ""
|
||
"Once these sections are complete, click :guilabel:`Next`. The page refreshes"
|
||
" and then prompts the administrator to :guilabel:`Add a phone number for "
|
||
"WhatsApp` in the respective field. Here, enter the phone number to configure"
|
||
" in WhatsApp."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:401
|
||
msgid ""
|
||
"`Migrate an Existing WhatsApp Number to a Business Account "
|
||
"<https://developers.facebook.com/docs/whatsapp/cloud-api/get-"
|
||
"started/migrate-existing-whatsapp- number-to-a-business-account>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:405
|
||
msgid ""
|
||
"Next, choose a verification method for the phone number. Select either "
|
||
":guilabel:`Text message` or :guilabel:`Phone call`, and then click "
|
||
":guilabel:`Next` proceed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:408
|
||
msgid ""
|
||
"The phone number entered will receive either a text or a phone call by "
|
||
"WhatsApp with a code, depending on the verification method chosen. Enter "
|
||
"that verification code into the :guilabel:`Verification code` field and "
|
||
"click :guilabel:`Next` to finish."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:413
|
||
msgid ""
|
||
"If a payment method hasn't been added this will be necessary to proceed. "
|
||
"`Visit Meta's documentation on how to add a payment method in Meta's "
|
||
"Business Manager "
|
||
"<https://www.facebook.com/business/help/915454841921082?id=180505742745347>`_."
|
||
" This is part of Meta's fraud detection system, in order to ensure that the "
|
||
"account/company are real a payment method is required to proceed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:420
|
||
msgid ""
|
||
"`Meta for Developers: Add a Phone Number "
|
||
"<https://developers.facebook.com/docs/whatsapp/cloud-api/get-started/add-a-"
|
||
"phone-number>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:426
|
||
msgid "Permanent token"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:428
|
||
msgid ""
|
||
"After configuration and testing are complete, a permanent token should be "
|
||
"created to replace the :guilabel:`Temporary token`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:432
|
||
msgid ""
|
||
"`Meta for Developers: System User Access Tokens "
|
||
"<https://developers.facebook.com/docs/whatsapp/business-management-api/get-"
|
||
"started#system-user- access-tokens>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:436
|
||
msgid ""
|
||
"Begin by navigating to `<https://business.facebook.com/>`_ and then go to "
|
||
":menuselection:`Business settings --> User --> System Users`. Select an "
|
||
"existing system user or create a new system user by clicking on "
|
||
":guilabel:`Add`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:440
|
||
msgid ""
|
||
"Assets now must be added to the system user and then a permanent token can "
|
||
"be generated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:442
|
||
msgid ""
|
||
"Click on :guilabel:`Add assets`, and when the pop-up window appears select "
|
||
":guilabel:`Apps` under the :guilabel:`Select asset type`. Then, select the "
|
||
"Odoo app and toggle the permissions to *On* under the :guilabel:`Full "
|
||
"control` option. Set this new permission setting by clicking :guilabel:`Save"
|
||
" Changes`, to which a confirmation window will appear, acknowledging the "
|
||
"addition of the asset to the system user. Finish by clicking "
|
||
":guilabel:`Done`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:448
|
||
msgid ""
|
||
"Next, the permanent token will be generated. Click on :guilabel:`Generate "
|
||
"new token`, and a pop-up window will appear asking which app this token "
|
||
"should be generated for. Select the :guilabel:`App` that this token is for. "
|
||
"Then determine the expiration date of either :guilabel:`60 days` or "
|
||
":guilabel:`Never`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:453
|
||
msgid ""
|
||
"Finally, when Meta asks which permissions should the system user allow, add "
|
||
"all of the following permissions:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:456
|
||
msgid "WhatsApp_business_messaging"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:457
|
||
msgid "WhatsApp_business_management"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:459
|
||
msgid ""
|
||
"When permissions are set, click :guilabel:`Generate token`. Copy the token "
|
||
"value that populates on the screen that follows."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:462
|
||
msgid ""
|
||
"With that token value, update the :guilabel:`Access Token` field in the "
|
||
"WhatsApp business account in Odoo by navigating to :menuselection:`WhatsApp "
|
||
"app --> Configuration --> WhatsApp Business Accounts`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:467
|
||
msgid "Go live with the Meta app"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:469
|
||
msgid ""
|
||
"Finally, to launch the app, the Meta app must be set to :guilabel:`Live` in "
|
||
"the Meta developer console. Navigate to "
|
||
"`<https://developers.facebook.com/apps>`_ and click on the app that is being"
|
||
" configured. In the top menu, toggle the :guilabel:`App Mode` field from "
|
||
":guilabel:`Development` to :guilabel:`Live`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:475
|
||
msgid ""
|
||
"If the app status is not set to *live*, then the database will only be able "
|
||
"to contact the test numbers specified in the developer console."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:479
|
||
msgid ""
|
||
"A privacy policy URL must be set in order for the app to be set to live. Go "
|
||
"to the Meta developer console, `<https://developers.facebook.com/apps>`_ and"
|
||
" select the app that Odoo is being configured in. Then, using the menu on "
|
||
"the left side of the screen, go to :menuselection:`App Settings --> Basic`. "
|
||
"Then, enter the privacy policy hyperlink address under the "
|
||
":guilabel:`Privacy Policy URL` field of the form. Click :guilabel:`Save "
|
||
"changes` to apply the privacy policy to the app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:486
|
||
msgid ""
|
||
"Once the app has gone live in the Meta developer console, a confirmation "
|
||
"email is sent to the administrator."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:492
|
||
msgid "WhatsApp templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:494
|
||
msgid ""
|
||
"WhatsApp templates are saved messages that are used repeatedly to send "
|
||
"messages from the database. They allow users to send quality communications,"
|
||
" without having to compose the same text repeatedly."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:497
|
||
msgid ""
|
||
"Creating different templates that are tailored to specific situations lets "
|
||
"users choose the right message for the right audience. This increases the "
|
||
"quality of the message and the overall engagement rate with the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:501
|
||
msgid ""
|
||
"WhatsApp templates can be created on both the Odoo and Meta consoles. The "
|
||
"following process will overview the process for creating templates in Odoo "
|
||
"and then afterward in Meta."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:505
|
||
msgid ""
|
||
"WhatsApp has an approval process that must be completed before the template "
|
||
"can be used. :ref:`productivity/whatsapp/approval`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:511
|
||
msgid "Creating templates in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:513
|
||
msgid ""
|
||
"To access and create WhatsApp templates, begin by navigating to the "
|
||
":menuselection:`WhatsApp app --> Templates` dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:516
|
||
msgid ""
|
||
"At the bottom of an individual template's form, there are three tabs: "
|
||
":guilabel:`Body`, :guilabel:`Buttons`, and :guilabel:`Variables`; these "
|
||
"three tabs combined create the WhatsApp template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:520
|
||
msgid ""
|
||
"The text is entered into the :guilabel:`Body` tab, and dynamic content that "
|
||
"is called out in the :guilabel:`Body` tab is specified in the "
|
||
":guilabel:`Variables` tab. Every piece of dynamic content (e.g., "
|
||
"placeholders) in the message (body) is specifically called out and specified"
|
||
" in the :guilabel:`Variables` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:525
|
||
msgid ""
|
||
"Templates are prefabricated layouts that allow users to send professional "
|
||
"looking messages to customers. These templates are capable of containing "
|
||
"dynamic data that will populate in the end message using variables that are "
|
||
"set in the template configuration. For example, messages can contain the end"
|
||
" user's name, call out specific products, or reference a sales order, to "
|
||
"name a few convenient and impactful variables."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:531
|
||
msgid ""
|
||
"To create a WhatsApp template, go to the :menuselection:`WhatsApp app --> "
|
||
"Templates` dashboard and click :guilabel:`New`. On the form, enter a "
|
||
":guilabel:`Name` for the template, and select a :guilabel:`Language`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:536
|
||
msgid ""
|
||
"In order to complete this next task, administrator access rights are needed "
|
||
"to edit the :guilabel:`Applies to` field. See this :doc:`access rights "
|
||
"documentation <../general/users/access_rights>` for more information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:540
|
||
msgid ""
|
||
"In the :guilabel:`Account` drop-down menu, select the *WhatsApp business "
|
||
"account* in Odoo that this template should link to. Next, under the "
|
||
":guilabel:`Applies to` field select the *model* the server action will apply"
|
||
" to for this template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:545
|
||
msgid ""
|
||
"These models can also be accessed in :ref:`developer mode <developer-mode>`."
|
||
" On a contact form (or similar relevant form in Odoo), navigate to the model"
|
||
" that will be referenced, and hover over any field name. A box of backend "
|
||
"information will reveal itself with the specific Odoo :guilabel:`Model` name"
|
||
" in the backend. Search (using the front-end name) for this model in the "
|
||
":guilabel:`Applies to` drop-down menu in the WhatsApp template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:552
|
||
msgid ""
|
||
"Often when changing the model or :guilabel:`Applies to` field, the "
|
||
":guilabel:`Phone Field` may produce an error The :guilabel:`Phone Field` "
|
||
"should always be set to the `Phone` or `Mobile` model."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:556
|
||
msgid ""
|
||
"To search available fields, type in the front-end name in the "
|
||
":guilabel:`Search...` box. This will find a result from all of the "
|
||
"available fields for the model (:guilabel:`Applies to`) that the template is"
|
||
" created for."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:561
|
||
msgid ""
|
||
"In order to find specific fields, multiple levels may need to be navigated "
|
||
"in the search results box. Use the :guilabel:`> (right chevron)` and "
|
||
":guilabel:`⬅️ (left arrow)` icons to navigate between the menu levels."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst-1
|
||
msgid "Searching for the phone field in the search bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:569
|
||
msgid ""
|
||
"Change the :guilabel:`Category` to fit either a :guilabel:`Marketing`, "
|
||
":guilabel:`Utility`, or :guilabel:`Authentication` category. In most "
|
||
"instances the first two options will be used, unless the user would like to "
|
||
"send a password reset or something security related. Set to "
|
||
":guilabel:`Marketing` should there be anything promotional being sent and "
|
||
"set to :guilabel:`Utility` should there be general transactional messages "
|
||
"being sent (i.e., sales order, event ticket, etc)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:576
|
||
msgid ""
|
||
"Specifying an incorrect category can cause a flag/rejected status from Meta "
|
||
"during the approval process."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:579
|
||
msgid ""
|
||
"Add any :guilabel:`Users` that are allowed to use this template. In the "
|
||
"right-side column, a :guilabel:`Header type` can be configured along with a "
|
||
":guilabel:`Header message`, as well."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:582
|
||
msgid "The available :guilabel:`Header types` are as follows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:584
|
||
msgid "Text"
|
||
msgstr "טקסט"
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:585
|
||
msgid "Image"
|
||
msgstr "תמונה"
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:586
|
||
msgid "Video"
|
||
msgstr "וידאו"
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:587
|
||
msgid "Document"
|
||
msgstr "מסמך"
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:588
|
||
msgid "Location (variables need to be set)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:590
|
||
msgid ""
|
||
"Navigate to the :guilabel:`Body` tab to configure the main message of the "
|
||
"template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:592
|
||
msgid ""
|
||
"When all the necessary changes are made to the template, click on the "
|
||
":guilabel:`Submit for approval` button in the upper-left corner. This will "
|
||
"cause the status of the template to change to :guilabel:`Pending`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:596
|
||
msgid ""
|
||
"The status will remain in :guilabel:`Pending` until a decision has been made"
|
||
" by Meta, whereby a confirmation email will then be sent indicating that the"
|
||
" template has been approved (or rejected). The templates will then need to "
|
||
"be synced from the Odoo database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:600
|
||
msgid ""
|
||
"See this section for more information on :ref:`syncing templates "
|
||
"<productivity/whatsapp/sync>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:603
|
||
msgid ""
|
||
"There are pre-configured demo data templates available in Odoo to use or "
|
||
"modify. These templates can be used as-is or modified to suit a specific "
|
||
"business need."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:606
|
||
msgid ""
|
||
"To use these templates, navigate to :menuselection:`WhatsApp app --> "
|
||
"Templates` and select a pre-configured template. Click :guilabel:`Submit for"
|
||
" Approval` to start the approval process. An email will be sent to the "
|
||
"administrator of the Meta account when the template has been approved."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:611
|
||
msgid "Buttons"
|
||
msgstr "לחצנים"
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:613
|
||
msgid ""
|
||
"Buttons can be added into the message from the :guilabel:`Buttons` tab. "
|
||
"Enter the :guilabel:`Type` (either :guilabel:`Visit Website`, "
|
||
":guilabel:`Call Number`, or :guilabel:`Quick Reply`), and then specify the "
|
||
":guilabel:`Button Text`, :guilabel:`Call Number` or :guilabel:`Website URL` "
|
||
"(including :guilabel:`Url Type`), depending on the :guilabel:`Type` of "
|
||
"button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:619
|
||
msgid ""
|
||
"Buttons can also be added on the Meta business console. See Meta's WhatsApp "
|
||
"template dashboard by navigating to "
|
||
"`<https://business.facebook.com/wa/manage/home>`_. Then go to "
|
||
":menuselection:`Account tools --> Message templates`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:624
|
||
msgid "Using placeholders and variables"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:626
|
||
msgid ""
|
||
"Dynamic variables reference certain fields within the Odoo database to "
|
||
"produce unique data in the WhatsApp message when using a template. Dynamic "
|
||
"variables are encoded to display fields from within the database, "
|
||
"referencing fields from within a model."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:631
|
||
msgid ""
|
||
"Many companies like to customize their WhatsApp messages with a personalized"
|
||
" piece of customer information to grab attention. This can be accomplished "
|
||
"in Odoo by referencing a field within a model by setting a dynamic variable."
|
||
" For example, a customer's name can be referenced in the email from the "
|
||
":guilabel:`Customer` field on the :guilabel:`Sales Order` model."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst-1
|
||
msgid "WhatsApp message with dynamic variables highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:640
|
||
msgid ""
|
||
"Dynamic variables can be added in to the :guilabel:`Body` by adding "
|
||
":guilabel:`placeholders` in the *text*. To add a placeholder in the *message"
|
||
" body* enter the following text `{{1}}`. For the second placeholder enter "
|
||
"`{{2}}` and increase incrementally as more placeholders are added to the "
|
||
"text."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:645
|
||
msgid "*The following is the text from payment receipt template body:*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:647
|
||
msgid "Dear {{1}},"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:0
|
||
msgid "Here is your invoice *{{2}}* from *{{3}}* for a total of *{{4}}{{5}}*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:0
|
||
msgid "To review your invoice or pay online: {{6}}"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:652
|
||
msgid "Thank you"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:655
|
||
msgid ":ref:`productivity/whatsapp/templates`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:657
|
||
msgid ""
|
||
"These placeholders must be configured on the :guilabel:`Variables` tab of "
|
||
"the template before submitting for approval from Meta. To edit the dynamic "
|
||
"variables on a template, first change the :guilabel:`Type` to "
|
||
":guilabel:`Field of Model`. This allows Odoo to reference a field within a "
|
||
"model to produce unique data in the message being sent."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:662
|
||
msgid ""
|
||
"Next, edit the :guilabel:`Field` of the dynamic variables. The "
|
||
":guilabel:`Applies to` field in the template should be edited prior to "
|
||
"ensure the correct model and field are referenced."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:665
|
||
msgid ""
|
||
"To search the available fields, type in the front-end name of the field in "
|
||
"the search box. This will find a result from all of the available fields for"
|
||
" the model (:guilabel:`Applies to`) that the template is created for. There "
|
||
"may be multiple levels that need to be configured."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:670
|
||
msgid ""
|
||
"The following is an example of the variables set for the above placeholders "
|
||
"in the payment receipt noted above:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:678
|
||
msgid "Sample Value"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:679
|
||
msgid "Type"
|
||
msgstr "סוג"
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:680
|
||
msgid "Field"
|
||
msgstr "שדה"
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:681
|
||
msgid "body - {{1}}"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:682
|
||
msgid "Azure Interior"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:683
|
||
#: ../../content/applications/productivity/whatsapp.rst:687
|
||
#: ../../content/applications/productivity/whatsapp.rst:691
|
||
#: ../../content/applications/productivity/whatsapp.rst:695
|
||
#: ../../content/applications/productivity/whatsapp.rst:699
|
||
msgid "Field of Model"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:684
|
||
msgid "`Partner`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:685
|
||
msgid "body - {{2}}"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:686
|
||
msgid "INV/2022/00001"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:688
|
||
msgid "`Number`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:689
|
||
msgid "body - {{3}}"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:690
|
||
msgid "My Company"
|
||
msgstr "החברה שלי"
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:692
|
||
msgid "`Company`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:693
|
||
msgid "body - {{4}}"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:694
|
||
msgid "$"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:696
|
||
msgid "`Currency > Symbol`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:697
|
||
msgid "body - {{5}}"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:698
|
||
msgid "4000"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:700
|
||
msgid "`Amount`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:701
|
||
msgid "body - {{6}}"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:702
|
||
msgid "\\https://.."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:703
|
||
msgid "Portal link"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:707
|
||
msgid ""
|
||
"For example, in the :guilabel:`Body` tab, if the following is typed, \"Hello"
|
||
" {{1}},\", then `{{1}}` must be set in the :guilabel:`Variables` tab. For "
|
||
"this specific case, the message should greet the customer by name, so the "
|
||
"`{{1}}` should be configured to populate the `{{1}}` :guilabel:`Field` with "
|
||
"the :guilabel:`Customer` name."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:713
|
||
msgid "Customizing WhatsApp templates is out of the scope of Odoo Support."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:718
|
||
msgid "Meta template approval"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:720
|
||
msgid ""
|
||
"After updating the dynamic variables on the template, the template needs to "
|
||
"be submitted to Meta for approval again. Click :guilabel:`Submit for "
|
||
"Approval` to start the approval process. An email will be sent to the "
|
||
"administrator of the Meta account when the template has been approved."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:724
|
||
msgid ""
|
||
"Following the approval from Meta, sync the templates again in the Odoo "
|
||
"database. See this documentation: :ref:`productivity/whatsapp/sync`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:728
|
||
msgid ""
|
||
"To see the status to Meta's WhatsApp template dashboard by navigating to "
|
||
"`<https://business.facebook.com/wa/manage/home>`_. Then go to "
|
||
":menuselection:`Account tools --> Message templates`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:735
|
||
msgid "Syncing templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:737
|
||
msgid ""
|
||
"Templates must be synced on the Odoo database once they are approved by the "
|
||
"Meta team. To do so, begin by navigating to :menuselection:`WhatsApp app -->"
|
||
" Configuration --> WhatsApp Business Accounts` and select the configuration "
|
||
"that should be synced. Under the section marked :menuselection:`Sending "
|
||
"messages`, towards the bottom, click on :guilabel:`Sync Templates`. Meta "
|
||
"will update the templates that are approved so that they can be utilized "
|
||
"with various apps in the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst-1
|
||
msgid ""
|
||
"Syncing Meta WhatsApp templates to the Odoo database, with the 'Sync Templates'\n"
|
||
"highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:749
|
||
msgid ""
|
||
"A successful message in green appears in the upper-right corner with the "
|
||
"number of templates updated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:753
|
||
msgid ""
|
||
"Templates can also be synced individually from the template itself. Navigate"
|
||
" to the :menuselection:`WhatsApp app --> Templates` dashboard and select the"
|
||
" template to sync. Then, click on the :guilabel:`Sync Template` button "
|
||
"located in the top menu of the template's form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:758
|
||
msgid "Creating templates in Meta"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:760
|
||
msgid ""
|
||
"First, navigate to `Meta's WhatsApp template dashboard "
|
||
"<https://business.facebook.com/wa/manage/home>`_, and then go to "
|
||
":menuselection:`Account tools --> Message templates`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst-1
|
||
msgid ""
|
||
"Account tools highlighted in business manager with the manage templates link"
|
||
" highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:768
|
||
msgid ""
|
||
"To create a WhatsApp template, click on the blue :guilabel:`Create template`"
|
||
" button, and then select the :guilabel:`Category`. The options listed "
|
||
"include: :guilabel:`Marketing`, :guilabel:`Utility`, and "
|
||
":guilabel:`Authentication`. In most instances the first two options will be "
|
||
"used, unless the user would like to send a password reset or something "
|
||
"security related."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:773
|
||
msgid ""
|
||
"Enter the :guilabel:`Name` of the template and then select the "
|
||
":guilabel:`Language` for the template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:777
|
||
msgid ""
|
||
"Multiple languages can be selected by typing the language name(s) and "
|
||
"selecting the other languages as needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst-1
|
||
msgid ""
|
||
"Template configuration options listed, with Marketing, Utility, Name and Language\n"
|
||
"highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:785
|
||
msgid ""
|
||
"After making the appropriate selections, click on :guilabel:`Continue` in "
|
||
"the upper-right corner. The page redirects to the :guilabel:`Edit template` "
|
||
"page. Here the :guilabel:`Header`, :guilabel:`Body`, :guilabel:`Footer` and "
|
||
":guilabel:`Buttons` are configured. To the right of the template is a "
|
||
"preview of what the template will look like in production."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst-1
|
||
msgid "Edit the template using a header, body, footer and buttons."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:794
|
||
msgid ""
|
||
"When all the necessary changes are made to the template, click on the "
|
||
":guilabel:`Submit` button in the upper-right corner. A confirmation window "
|
||
"appears to confirm the language— click :guilabel:`Confirm` to approve and "
|
||
"then another window appears stating that the template will be submitted to "
|
||
"Meta for review and approval."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:799
|
||
msgid ""
|
||
"The :guilabel:`Status` of the template will remain in :guilabel:`In review` "
|
||
"until a decision has been made by Meta. Once an email confirmation is "
|
||
"received approving the template, the templates will need to be synced from "
|
||
"within the Odoo database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:804
|
||
msgid ""
|
||
"For more information on configuring templates on the Meta developer console "
|
||
"visit `Meta's WhatsApp template documentation "
|
||
"<https://developers.facebook.com/docs/whatsapp/business-management-"
|
||
"api/message-templates/>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:811
|
||
msgid ""
|
||
"Notifications in WhatsApp are handled similar to a message conversation in "
|
||
"Odoo. A pop-up window appears with the received conversation from the "
|
||
"customer. By default, notifications are set in the WhatsApp business account"
|
||
" configuration in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:815
|
||
msgid ""
|
||
"Notification settings can be adjusted by navigating to "
|
||
":menuselection:`WhatsApp app --> Configuration --> WhatsApp Business "
|
||
"Accounts`. From there, select the account and scroll down to the "
|
||
":menuselection:`Control` section where notifications are handled. Under the "
|
||
":guilabel:`Notify users` heading, type in the field which user(s) should be "
|
||
"notified for this particular WhatsApp channel."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:821
|
||
msgid ""
|
||
"Once a conversation is initiated between a user and a customer, "
|
||
"notifications to all the users specified in the WhatsApp business account "
|
||
"configuration won't occur. Only notifications to the user(s) in the "
|
||
"conversation will occur. Should the user not respond within 15 days, the "
|
||
"customer's reply after the 15 days will populate once again to all the users"
|
||
" specified in the WhatsApp configuration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:828
|
||
msgid "Adding users to chat"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:830
|
||
msgid ""
|
||
"Users can be added to a WhatsApp chat by expanding the WhatsApp pop-up "
|
||
"window. WhatsApp conversations are located in the *Discuss* app. Click on "
|
||
"the :guilabel:`👤+ (add user)` icon next to it, and a window appears to "
|
||
"invite users to the conversation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst-1
|
||
msgid ""
|
||
"Adding users to a WhatsApp conversation, with the add user icon highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:839
|
||
msgid "WhatsApp API FAQ"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:842
|
||
msgid "Verification"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:844
|
||
msgid ""
|
||
"As of February 1, 2023, if the Meta app requires advanced level access to "
|
||
"permissions, a complete business verification may need to be completed. This"
|
||
" includes submitting office business documents to Meta. `See this "
|
||
"documentation "
|
||
"<https://developers.facebook.com/docs/development/release/business-"
|
||
"verification>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:850
|
||
msgid ""
|
||
"`Meta's WhatsApp access verification documentation "
|
||
"<https://developers.facebook.com/docs/development/release/access-"
|
||
"verification/>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:854
|
||
msgid "Template errors"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:856
|
||
msgid ""
|
||
"Editing templates can cause tracebacks and errors unless the exact process "
|
||
"is followed above, here: (:ref:`productivity/whatsapp/templates`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:860
|
||
msgid "Duplicate validation error"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:862
|
||
msgid ""
|
||
"When syncing the templates there may be an instance when there are multiple "
|
||
"templates with the same name on Meta's business manager and in Odoo. This "
|
||
"causes a duplicate validation error. To correct this issue, rename the "
|
||
"duplicate template name on Odoo and sync the templates once again by "
|
||
"following the steps here: :ref:`productivity/whatsapp/sync`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst-1
|
||
msgid "User error populated in Odoo when a duplicate template exists."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:872
|
||
msgid "Token errors"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:875
|
||
msgid "User error"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:877
|
||
msgid ""
|
||
"Should the temporary token not be replaced with a permanent token a user "
|
||
"error will populate in Odoo when testing the connection after sending fails."
|
||
" To correct this issues see :ref:`productivity/whatsapp/token`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst-1
|
||
msgid "User error populated in Odoo when token expires."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:886
|
||
msgid "System user error 100"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:888
|
||
msgid ""
|
||
"Should the system user be an :guilabel:`Employee` when setting up the "
|
||
"permanent token, a user error 100 will populate."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst:891
|
||
msgid ""
|
||
"To correct this error, create an :guilabel:`Admin` system user, following "
|
||
"the process outlined here: :ref:`productivity/whatsapp/token`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/productivity/whatsapp.rst-1
|
||
msgid ""
|
||
"User error populated in Odoo when an employee token is generated instead of "
|
||
"a Admin user."
|
||
msgstr ""
|