10405 lines
381 KiB
Plaintext
10405 lines
381 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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# Nancy Momoland <thanh.np2502@gmail.com>, 2023
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# Võ Văn Khoa, 2023
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# Thi Huong Nguyen, 2024
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# Martin Trigaux, 2024
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# Wil Odoo, 2024
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#
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#, fuzzy
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo 17.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2024-03-08 12:48+0000\n"
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"PO-Revision-Date: 2023-11-08 08:57+0000\n"
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"Last-Translator: Wil Odoo, 2024\n"
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"Language-Team: Vietnamese (https://app.transifex.com/odoo/teams/41243/vi/)\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: vi\n"
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"Plural-Forms: nplurals=1; plural=0;\n"
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#: ../../content/applications/general.rst:3
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msgid "Miscellaneous"
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msgstr "Thông tin khác"
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#: ../../content/applications/general/apps_modules.rst:3
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msgid "Apps and modules"
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:5
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msgid ""
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"You can :ref:`install <general/install>`, :ref:`upgrade <general/upgrade>` "
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"and :ref:`uninstall <general/uninstall>` all apps and modules from the "
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":menuselection:`Apps` dashboard."
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:8
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msgid ""
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"By default, an *Apps* filter is applied. If you want to search for modules, "
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"click on *Filters* and select *Extra*."
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst-1
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msgid "Add \"Extra\" filter in Odoo Apps"
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:16
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msgid ""
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"Odoo is *not a smartphone*, and its apps shouldn't be installed or "
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"uninstalled carelessly. Apply caution when adding or removing apps and "
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"modules on your database since this may impact your subscription costs."
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:0
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msgid "**Installing or uninstalling apps and managing users is up to you.**"
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:0
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msgid ""
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"As the administrator of your database, you are responsible for its usage, as"
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" you know best how your organization works."
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:0
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msgid "**Odoo apps have dependencies.**"
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:0
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msgid ""
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"Installing some apps and features with dependencies may also install "
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"additional apps and modules that are technically required, even if you won't"
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" actively use them."
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:0
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msgid "**Test app installation/removal on a duplicate of your database.**"
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:0
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msgid ""
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"This way, you can know what app dependencies may be required or what data "
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"may be erased."
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:32
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msgid "Install apps and modules"
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:34
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msgid ""
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"Go to :menuselection:`Apps`, and click on the *Install* button of the app "
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"you want to install."
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:37
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msgid ""
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"If the module you are looking for is not listed, you can **update the app "
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"list**."
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:39
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msgid ""
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"To do so, activate the :ref:`developer mode <developer-mode>`, then go to "
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":menuselection:`Apps --> Update Apps List` and click on *Update*."
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:45
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msgid "Upgrade apps and modules"
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:47
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msgid ""
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"On some occasions, new improvements or app features are added to "
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":doc:`supported versions of Odoo "
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"</administration/maintain/supported_versions>`. To be able to use them, you "
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"must **upgrade** your app."
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:51
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msgid ""
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"Go to :menuselection:`Apps`, click on the *dropdown menu* of the app you "
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"want to upgrade, then on *Upgrade*."
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:57
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msgid "Uninstall apps and modules"
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:59
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msgid ""
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"Go to :menuselection:`Apps`, click on the *dropdown menu* of the app you "
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"want to uninstall, then on *Uninstall*."
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:65
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msgid ""
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"Some apps have dependencies, meaning that one app requires another. "
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"Therefore, uninstalling one app may uninstall multiple apps and modules. "
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"Odoo warns you which dependent apps and modules are affected by it."
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:72
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msgid "To complete the uninstallation, click on *Confirm*."
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:75
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msgid ""
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"Uninstalling an app also uninstalls all its dependencies and permanently "
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"erases their data."
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msgstr ""
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#: ../../content/applications/general/auth.rst:5
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#: ../../content/applications/general/auth/azure.rst:79
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msgid "Authentication"
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msgstr "Xác thực"
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#: ../../content/applications/general/auth/2fa.rst:3
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msgid "Two-factor Authentication"
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msgstr "Xác thực hai yếu tố"
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#: ../../content/applications/general/auth/2fa.rst:5
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msgid ""
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"Two-factor authentication (\"2FA\") is a good way to improve the security of"
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" an account, to make it less likely that an other person will manage to log "
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"in instead of you."
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:9
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msgid ""
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"Practically, it means storing a secret inside an *authenticator* (usually "
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"your cell phone) and exchanging a code from the authenticator when you try "
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"to log in."
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:13
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msgid ""
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"This means an attacker needs *both* to have guessed (or found) your password"
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" and to access (or steal) your authenticator, a more difficult proposition "
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"than either one or the other."
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:18
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msgid "Requirements"
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msgstr "Yêu cầu"
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#: ../../content/applications/general/auth/2fa.rst:20
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msgid ""
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"These lists are just examples, they are not endorsements of any specific "
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"software."
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:23
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msgid ""
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"If you don't already have one, you will need to choose an authenticator."
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:26
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msgid ""
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"Phone-based authenticators are the easiest and most common so we will assume"
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" you'll pick and install one on your phone, examples include `Authy "
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"<https://authy.com/>`_, `FreeOTP <https://freeotp.github.io/>`_, `Google "
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"Authenticator <https://support.google.com/accounts/answer/1066447?hl=en>`_, "
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"`LastPass Authenticator <https://lastpass.com/auth/>`_, `Microsoft "
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"Authenticator <https://www.microsoft.com/en-"
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"gb/account/authenticator?cmp=h66ftb_42hbak>`_, ...; password managers also "
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"commonly include :abbr:`2FA (two-factor authentication)` support e.g. "
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"`1Password <https://support.1password.com/one-time-passwords/>`_, `Bitwarden"
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" <https://bitwarden.com/help/article/authenticator-keys/>`_, ..."
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:39
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msgid ""
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"For the sake of demonstration we will be using Google Authenticator (not "
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"because it is any good but because it is quite common)."
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:43
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msgid "Setting up two-factor authentication"
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:45
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msgid ""
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"Once you have your authenticator of choice, go to the Odoo instance you want"
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" to setup :abbr:`2FA (two-factor authentication)`, then open "
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":guilabel:`Preferences` (or :guilabel:`My Profile`):"
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:52
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msgid ""
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"Open the :guilabel:`Account Security` tab, then click the :guilabel:`Enable "
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"two-factor authentication` button:"
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:58
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msgid ""
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"Because this is a security-sensitive action, you will need to input your "
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"password:"
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:64
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msgid "After which you will see this screen with a barcode:"
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:69
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msgid ""
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"In most applications, you can simply *scan the barcode* via the "
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"authenticator of your choice, the authenticator will then take care of all "
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"the setup:"
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:78
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msgid ""
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"If you can not scan the screen (e.g. because you are doing this set-up on "
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"the same phone as the authenticator application), you can click the provided"
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" link, or copy the secret to manually set-up your authenticator:"
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:89
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msgid ""
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"Once this is done, the authenticator should display a *verification code* "
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"with some useful identifying information (e.g. the domain and login for "
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"which the code is):"
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:96
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msgid ""
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"You can now input the code into the :guilabel:`Verification Code` field, "
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"then click the :guilabel:`Enable two-factor authentication` button."
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:100
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msgid ""
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"Congratulation, your account is now protected by two-factor authentication!"
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:107
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msgid "Logging in"
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:109
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msgid "You should now :guilabel:`Log out` to follow along."
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:111
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msgid ""
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"On the login page, input the username and password of the account for which "
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"you set up :abbr:`2FA (two-factor authentication)`, rather than immediately "
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"enter Odoo you will now get a second log-in screen:"
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:118
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msgid ""
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"Get your authenticator, input the code it provides for the domain and "
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"account, validate, and you're now in."
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:121
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msgid ""
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"And that's it. From now on, unless you disable :abbr:`2FA (two-factor "
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"authentication)` you will have a two-step log-in process rather than the old"
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" one-step process."
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:125
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msgid ""
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"Don't lose your authenticator, if you do, you will need an *Odoo "
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"Administrator* to disable :abbr:`2FA (two-factor authentication)` on the "
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"account."
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msgstr ""
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#: ../../content/applications/general/auth/azure.rst:3
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msgid "Microsoft Azure sign-in authentication"
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msgstr ""
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#: ../../content/applications/general/auth/azure.rst:5
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msgid ""
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"The Microsoft Azure OAuth sign-in authentication is a useful function that "
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"allows Odoo users to sign in to their database with their Microsoft Azure "
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"account."
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msgstr ""
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#: ../../content/applications/general/auth/azure.rst:8
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msgid ""
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"This is particularly helpful if the organization uses Azure Workspace, and "
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"wants employees within the organization to connect to Odoo using their "
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"Microsoft Accounts."
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msgstr ""
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#: ../../content/applications/general/auth/azure.rst:12
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msgid ""
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"Databases hosted on Odoo.com should not use OAuth login for the owner or "
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"administrator of the database as it would unlink the database from their "
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"Odoo.com account. If OAuth is set up for that user, the database will no "
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"longer be able to be duplicated, renamed, or otherwise managed from the "
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"Odoo.com portal."
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msgstr ""
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#: ../../content/applications/general/auth/azure.rst:19
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msgid ":doc:`../../productivity/calendar/outlook`"
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msgstr ""
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#: ../../content/applications/general/auth/azure.rst:20
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#: ../../content/applications/general/email_communication/email_servers.rst:69
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msgid ":doc:`/administration/maintain/azure_oauth`"
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msgstr ""
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#: ../../content/applications/general/auth/azure.rst:23
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#: ../../content/applications/general/auth/google.rst:24
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#: ../../content/applications/general/voip/axivox/axivox_config.rst:17
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#: ../../content/applications/general/voip/onsip.rst:18
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msgid "Configuration"
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msgstr "Cấu hình"
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#: ../../content/applications/general/auth/azure.rst:25
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msgid ""
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"Integrating the Microsoft sign-in function requires configuration on "
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"Microsoft and Odoo."
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msgstr ""
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#: ../../content/applications/general/auth/azure.rst:28
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msgid "Odoo System Parameter"
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msgstr ""
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#: ../../content/applications/general/auth/azure.rst:30
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msgid ""
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"First activate the :ref:`developer mode <developer-mode>`, and then go to "
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":menuselection:`Settings --> Technical --> System Parameters`."
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msgstr ""
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#: ../../content/applications/general/auth/azure.rst:33
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msgid ""
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"Click :guilabel:`Create` and on the new/blank form that appears, add the "
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"following system parameter `auth_oauth.authorization_header` to the "
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":guilabel:`Key` field, and set the :guilabel:`Value` to `1`. Then click "
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":guilabel:`Save` to finish."
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msgstr ""
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#: ../../content/applications/general/auth/azure.rst:38
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msgid "Microsoft Azure dashboard"
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msgstr ""
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#: ../../content/applications/general/auth/azure.rst:41
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msgid "Create a new application"
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msgstr "Tạo một ứng dụng mới"
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#: ../../content/applications/general/auth/azure.rst:43
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msgid ""
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"Now that the system parameters in Odoo have been set up, it's time to create"
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" a corresponding application inside of Microsoft Azure. To get started "
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"creating the new application, go to `Microsoft's Azure Portal "
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"<https://portal.azure.com/>`_. Log in with the :guilabel:`Microsoft Outlook "
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"Office 365` account if there is one, otherwise, log in with a personal "
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":guilabel:`Microsoft account`."
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msgstr ""
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#: ../../content/applications/general/auth/azure.rst:50
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msgid ""
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"A user with administrative access to the *Azure Settings* must connect and "
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"perform the following configuration steps below."
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msgstr ""
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#: ../../content/applications/general/auth/azure.rst:53
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msgid ""
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"Next, navigate to the section labeled :guilabel:`Manage Microsoft Entra ID` "
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"(formally *Azure Active Directory*). The location of this link is usually in"
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" the center of the page."
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msgstr ""
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#: ../../content/applications/general/auth/azure.rst:56
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msgid ""
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"Now, click on the :guilabel:`Add (+)` icon, located in the top menu, and "
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"then select :guilabel:`App registration` from the drop-down menu. On the "
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":guilabel:`Register an application` screen, rename the :guilabel:`Name` "
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"field to `Odoo Login OAuth` or a similarly recognizable title. Under the "
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":guilabel:`Supported account types` section select the option for "
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":guilabel:`Accounts in this organizational directory only (Default Directory"
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" only - Single tenant)`."
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msgstr ""
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||
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#: ../../content/applications/general/auth/azure.rst:63
|
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msgid ""
|
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"The :guilabel:`Supported account types` can vary by Microsoft account type "
|
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"and end use of the OAuth. For example: Is the login meant for internal users"
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" within one organization or is it meant for customer portal access? The "
|
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"above configuration is used for internal users in an organization."
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msgstr ""
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#: ../../content/applications/general/auth/azure.rst:68
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msgid ""
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||
"Choose :guilabel:`Personal Microsoft accounts only` if the target audience "
|
||
"is meant for portal users. Choose :guilabel:`Accounts in this organizational"
|
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" directory only (Default Directory only - Single tenant)` if the target "
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"audience is company users."
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msgstr ""
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#: ../../content/applications/general/auth/azure.rst:72
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msgid ""
|
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"Under the :guilabel:`Redirect URL` section, select :guilabel:`Web` as the "
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"platform, and then input `https://<odoo base url>/auth_oauth/signin` in the "
|
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":guilabel:`URL` field. The Odoo base :abbr:`URL (Uniform Resource Locator)` "
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||
"is the canonical domain at which your Odoo instance can be reached (e.g. "
|
||
"*mydatabase.odoo.com* if you are hosted on Odoo.com) in the :guilabel:`URL` "
|
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"field. Then, click :guilabel:`Register`, and the application is created."
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msgstr ""
|
||
|
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#: ../../content/applications/general/auth/azure.rst:81
|
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msgid ""
|
||
"Edit the new app's authentication by clicking on the "
|
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":guilabel:`Authentication` menu item in the left menu after being redirected"
|
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" to the application's settings from the previous step."
|
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msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/azure.rst:84
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msgid ""
|
||
"Next, the type of *tokens* needed for the OAuth authentication will be "
|
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"chosen. These are not currency tokens but rather authentication tokens that "
|
||
"are passed between Microsoft and Odoo. Therefore, there is no cost for these"
|
||
" tokens; they are used merely for authentication purposes between two "
|
||
":abbr:`APIs (application programming interfaces)`. Select the tokens that "
|
||
"should be issued by the authorization endpoint by scrolling down the screen "
|
||
"and check the boxes labeled: :guilabel:`Access tokens (used for implicit "
|
||
"flows)` and :guilabel:`ID tokens (used for implicit and hybrid flows)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/azure.rst-1
|
||
msgid "Authentication settings and endpoint tokens."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/azure.rst:96
|
||
msgid "Click :guilabel:`Save` to ensure these settings are saved."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/azure.rst:99
|
||
msgid "Gather credentials"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/azure.rst:101
|
||
msgid ""
|
||
"With the application created and authenticated in the Microsoft Azure "
|
||
"console, credentials will be gathered next. To do so, click on the "
|
||
":guilabel:`Overview` menu item in the left-hand column. Select and copy the "
|
||
":guilabel:`Application (client) ID` in the window that appears. Paste this "
|
||
"credential to a clipboard / notepad, as this credential will be used in the "
|
||
"Odoo configuration later."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/azure.rst:106
|
||
msgid ""
|
||
"After finishing this step, click on :guilabel:`Endpoints` on the top menu "
|
||
"and click the *copy icon* next to :guilabel:`OAuth 2.0 authorization "
|
||
"endpoint (v2)` field. Paste this value in the clipboard / notepad."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/azure.rst-1
|
||
msgid "Application ID and OAuth 2.0 authorization endpoint (v2) credentials."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/azure.rst:115
|
||
msgid "Odoo setup"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/azure.rst:117
|
||
msgid ""
|
||
"Finally, the last step in the Microsoft Azure OAuth configuration is to "
|
||
"configure some settings in Odoo. Navigate to :menuselection:`Settings --> "
|
||
"Integrations --> OAuth Authentication` and check the box to activate the "
|
||
"OAuth login feature. Click :guilabel:`Save` to ensure the progress is saved."
|
||
" Then, sign in to the database once the login screen loads."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/azure.rst:122
|
||
msgid ""
|
||
"Once again, navigate to :menuselection:`Settings --> Integrations --> OAuth "
|
||
"Authentication` and click on :guilabel:`OAuth Providers`. Now, select "
|
||
":guilabel:`New` in the upper-left corner and name the provider `Azure`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/azure.rst:126
|
||
msgid ""
|
||
"Paste the :guilabel:`Application (client) ID` from the previous section into"
|
||
" the :guilabel:`Client ID` field. After completing this, paste the new "
|
||
":guilabel:`OAuth 2.0 authorization endpoint (v2)` value into the "
|
||
":guilabel:`Authorization URL` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/azure.rst:130
|
||
msgid ""
|
||
"For the :guilabel:`UserInfo URL` field, paste the following :abbr:`URL "
|
||
"(Uniform Resource Locator)`: `https://graph.microsoft.com/oidc/userinfo`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/azure.rst:133
|
||
msgid ""
|
||
"In the :guilabel:`Scope` field, paste the following value: `openid profile "
|
||
"email`. Next, the Windows logo can be used as the CSS class on the login "
|
||
"screen by entering the following value: `fa fa-fw fa-windows`, in the "
|
||
":guilabel:`CSS class` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/azure.rst:137
|
||
msgid ""
|
||
"Check the box next to the :guilabel:`Allowed` field to enable the OAuth "
|
||
"provider. Finally, add `Microsoft Azure` to the :guilabel:`Login button "
|
||
"label` field. This text will appear next to the Windows logo on the login "
|
||
"page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/azure.rst-1
|
||
msgid "Odoo provider setup in the Settings application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/azure.rst:145
|
||
msgid ""
|
||
":guilabel:`Save` the changes to complete the OAuth authentication setup in "
|
||
"Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/azure.rst:148
|
||
msgid "User experience flows"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/azure.rst:150
|
||
msgid ""
|
||
"For a user to log in to Odoo using Microsoft Azure, the user must be on the "
|
||
":menuselection:`Odoo password reset page`. This is the only way that Odoo is"
|
||
" able to link the Microsoft Azure account and allow the user to log in."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/azure.rst:155
|
||
msgid ""
|
||
"Existing users must :ref:`reset their password <users/reset-password>` to "
|
||
"access the :menuselection:`Odoo password reset page`. New Odoo users must "
|
||
"click the new user invitation link that was sent via email, then click on "
|
||
":guilabel:`Microsoft Azure`. Users should not set a new password."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/azure.rst:160
|
||
msgid ""
|
||
"To sign in to Odoo for the first time using the Microsoft Azure OAuth "
|
||
"provider, navigate to the :menuselection:`Odoo password reset page` (using "
|
||
"the new user invitation link). A password reset page should appear. Then, "
|
||
"click on the option labeled :guilabel:`Microsoft Azure`. The page will "
|
||
"redirect to the Microsoft login page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/azure.rst-1
|
||
msgid "Microsoft Outlook login page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/azure.rst:169
|
||
msgid ""
|
||
"Enter the :guilabel:`Microsoft Email Address` and click :guilabel:`Next`. "
|
||
"Follow the process to sign in to the account. Should :abbr:`2FA (Two Factor "
|
||
"Authentication)` be turned on, then an extra step may be required."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/azure.rst-1
|
||
msgid "Enter Microsoft login credentials."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/azure.rst:177
|
||
msgid ""
|
||
"Finally, after logging in to the account, the page will redirect to a "
|
||
"permissions page where the user will be prompted to :guilabel:`Accept` the "
|
||
"conditions that the Odoo application will access their Microsoft "
|
||
"information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/azure.rst-1
|
||
msgid ""
|
||
"Accept Microsoft conditions for permission access to your account "
|
||
"information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:3
|
||
msgid "Google Sign-In Authentication"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:5
|
||
msgid ""
|
||
"The *Google Sign-In Authentication* is a useful function that allows Odoo "
|
||
"users to sign in to their database with their Google account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:8
|
||
msgid ""
|
||
"This is particularly helpful if the organization uses Google Workspace, and "
|
||
"wants employees within the organization to connect to Odoo using their "
|
||
"Google Accounts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:12
|
||
msgid ""
|
||
"Databases hosted on Odoo.com should not use Oauth login for the owner or "
|
||
"administrator of the database as it would unlink the database from their "
|
||
"Odoo.com account. If Oauth is set up for that user, the database will no "
|
||
"longer be able to be duplicated, renamed or otherwise managed from the "
|
||
"Odoo.com portal."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:18
|
||
msgid ":doc:`/applications/productivity/calendar/google`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:19
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:68
|
||
msgid ":doc:`/administration/maintain/google_oauth`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:26
|
||
msgid ""
|
||
"The integration of the Google sign-in function requires configuration both "
|
||
"on Google *and* Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:31
|
||
msgid "Google API Dashboard"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:33
|
||
msgid ""
|
||
"Go to the `Google API Dashboard <https://console.developers.google.com/>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:34
|
||
msgid ""
|
||
"Make sure the right project is opened. If there isn't a project yet, click "
|
||
"on :guilabel:`Create Project`, fill out the project name and other details "
|
||
"of the company, and click on :guilabel:`Create`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:0
|
||
msgid "Filling out the details of a new project."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:43
|
||
msgid "Choose the name of the company from the drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:48
|
||
msgid "OAuth consent screen"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:50
|
||
msgid "On the left side menu, click on :menuselection:`OAuth consent screen`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:0
|
||
msgid "Google OAuth consent selection menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:56
|
||
msgid ""
|
||
"Choose one of the options (:guilabel:`Internal` / :guilabel:`External`), and"
|
||
" click on :guilabel:`Create`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:0
|
||
msgid "Choice of a user type in OAuth consent."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:64
|
||
msgid ""
|
||
"*Personal* Gmail Accounts are only allowed to be **External** User Type, "
|
||
"which means Google may require an approval, or for *Scopes* to be added on. "
|
||
"However, using a *Google WorkSpace* account allows for **Internal** User "
|
||
"Type to be used."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:68
|
||
msgid ""
|
||
"Note, as well, that while the API connection is in the *External* testing "
|
||
"mode, then no approval is necessary from Google. User limits in this testing"
|
||
" mode is set to 100 users."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:71
|
||
msgid ""
|
||
"Fill out the required details and domain info, then click on :guilabel:`Save"
|
||
" and Continue`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:72
|
||
msgid ""
|
||
"On the :menuselection:`Scopes` page, leave all fields as is, and click on "
|
||
":guilabel:`Save and Continue`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:74
|
||
msgid ""
|
||
"Next, if continuing in testing mode (*External*), add the email addresses "
|
||
"being configured under the :guilabel:`Test users` step by clicking on "
|
||
":guilabel:`Add Users`, and then the :guilabel:`Save and Continue` button. A "
|
||
"summary of the app registration appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:77
|
||
msgid ""
|
||
"Finally, scroll to the bottom, and click on :guilabel:`Back to Dashboard`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:82
|
||
msgid "Credentials"
|
||
msgstr "Thông tin đăng nhập"
|
||
|
||
#: ../../content/applications/general/auth/google.rst:84
|
||
msgid "On the left side menu, click on :menuselection:`Credentials`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:0
|
||
msgid "Credentials button menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:90
|
||
msgid ""
|
||
"Click on :guilabel:`Create Credentials`, and select :guilabel:`OAuth client "
|
||
"ID`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:0
|
||
msgid "OAuth client id selection."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:96
|
||
msgid ""
|
||
"Select :guilabel:`Web Application` as the :guilabel:`Application Type`. Now,"
|
||
" configure the allowed pages on which Odoo will be redirected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:99
|
||
msgid ""
|
||
"In order to achieve this, in the :guilabel:`Authorized redirect URIs` field,"
|
||
" enter the database's domain immediately followed by `/auth_oauth/signin`. "
|
||
"For example: `https://mydomain.odoo.com/auth_oauth/signin`, then click on "
|
||
":guilabel:`Create`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:103
|
||
msgid ""
|
||
"Now that the *OAuth client* has been created, a screen will appear with the "
|
||
":guilabel:`Client ID` and :guilabel:`Client Secret`. Copy the "
|
||
":guilabel:`Client ID` for later, as it will be necessary for the "
|
||
"configuration in Odoo, which will be covered in the following steps."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:110
|
||
msgid "Google Authentication on Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:115
|
||
msgid "Retrieve the Client ID"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:117
|
||
msgid ""
|
||
"Once the previous steps are complete, two keys are generated on the Google "
|
||
"API Dashboard: :guilabel:`Client ID` and :guilabel:`Client Secret`. Copy the"
|
||
" :guilabel:`Client ID`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst-1
|
||
msgid "Google OAuth Client ID generated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:127
|
||
msgid "Odoo activation"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:129
|
||
msgid ""
|
||
"Go to :menuselection:`Odoo General Settings --> Integrations` and activate "
|
||
":guilabel:`OAuth Authentication`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:133
|
||
msgid "Odoo may prompt the user to log-in again after this step."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:135
|
||
msgid ""
|
||
"Go back to :menuselection:`General Settings --> Integrations --> OAuth "
|
||
"Authentication`, activate the selection and :guilabel:`Save`. Next, return "
|
||
"to :menuselection:`General Settings --> Integrations --> Google "
|
||
"Authentication` and activate the selection. Then fill out the "
|
||
":guilabel:`Client ID` with the key from the Google API Dashboard, and "
|
||
":guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:0
|
||
msgid "Filling out the client id in Odoo settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:145
|
||
msgid ""
|
||
"Google OAuth2 configuration can also be accessed by clicking on "
|
||
":guilabel:`OAuth Providers` under the :guilabel:`OAuth Authentication` "
|
||
"heading in :menuselection:`Integrations`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:151
|
||
msgid "Log in to Odoo with Google"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:153
|
||
msgid ""
|
||
"To link the Google account to the Odoo profile, click on :guilabel:`Log in "
|
||
"with Google` when first logging into Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:0
|
||
msgid "Reset password screen with \"Log in with Google\" button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:161
|
||
msgid ""
|
||
"Existing users must :ref:`reset their password <users/reset-password>` to "
|
||
"access the :menuselection:`Reset Password` page, while new users can "
|
||
"directly click on :guilabel:`Log in with Google`, instead of choosing a new "
|
||
"password."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/google.rst:166
|
||
msgid ""
|
||
"`Google Cloud Platform Console Help - Setting up OAuth 2.0 "
|
||
"<https://support.google.com/cloud/answer/6158849>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/ldap.rst:3
|
||
msgid "Sign in with LDAP"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/ldap.rst:5
|
||
msgid ""
|
||
"Install the Lightweight Directory Access Protocol (LDAP) module in General "
|
||
"Settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/ldap.rst:7
|
||
msgid ""
|
||
"Click on **Create** in Setup the :abbr:`LDAP (Lightweight Directory Access "
|
||
"Protocol)` Server."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/ldap.rst-1
|
||
msgid ""
|
||
"LDAP Authentication checkbox highlighted in the integrations settings on "
|
||
"Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/ldap.rst-1
|
||
msgid "Create highlighted in the LDAP server settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/ldap.rst:17
|
||
msgid "Choose the company using the LDAP."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/ldap.rst-1
|
||
msgid "Select the company drop-down menu highlighted in LDAP setup."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/ldap.rst:23
|
||
msgid ""
|
||
"In **Server Information**, enter the IP address of the server and the port "
|
||
"it listens to."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/ldap.rst:25
|
||
msgid "Tick **Use TLS** if the server is compatible."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/ldap.rst-1
|
||
msgid "LDAP server settings highlighted in LDAP server setup on Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/ldap.rst:31
|
||
msgid ""
|
||
"In **Login Information**, enter ID and password of the account used to query"
|
||
" the server. If left empty, the server queries anonymously."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/ldap.rst-1
|
||
msgid "Login information highlighted in LDAP server setup on Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/ldap.rst:38
|
||
msgid ""
|
||
"In **Process Parameter**, enter the domain name of the LDAP server in "
|
||
":abbr:`LDAP (Lightweight Directory Access Protocol)` nomenclature (e.g. "
|
||
"``dc=example,dc=com``)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/ldap.rst:41
|
||
msgid "In **LDAP filter**, enter ``uid=%s``"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/ldap.rst-1
|
||
msgid "Process parameter highlighted in LDAP server setup on Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/ldap.rst:47
|
||
msgid ""
|
||
"In **User Information**, tick *Create User* if Odoo should create a User "
|
||
"profile the first time someone logs in with :abbr:`LDAP (Lightweight "
|
||
"Directory Access Protocol)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/ldap.rst:50
|
||
msgid ""
|
||
"In **Template User**, indicate a template for the new profiles created. If "
|
||
"left blanked, the admin profile will be used as template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/ldap.rst-1
|
||
msgid "User information highlighted on LDAP server setup on Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:5
|
||
msgid "Developer Mode (debug mode)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:7
|
||
msgid ""
|
||
"The developer mode (or debug mode) unlocks access to extra and advanced "
|
||
"tools in Odoo. There are several ways to activate the developer mode: "
|
||
"through the :ref:`settings <general/developer_mode/settings>`, the "
|
||
":ref:`browser extension <general/developer_mode/browser-extension>`, through"
|
||
" the :ref:`command palette <general/developer_mode/command-palette>` or the"
|
||
" :ref:`URL <general/developer_mode/url>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:17
|
||
msgid "Activate through the Settings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:19
|
||
msgid ""
|
||
"The debug mode can be activated in the Odoo database settings. Go to "
|
||
":menuselection:`Settings --> General Settings --> Developer Tools` and click"
|
||
" on :guilabel:`Activate the developer mode`. At least one application needs "
|
||
"to be installed for the :guilabel:`Developer Tools` section to appear in the"
|
||
" :guilabel:`Settings` module."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst-1
|
||
msgid "Overview of the debug options under settings in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:29
|
||
msgid ""
|
||
":guilabel:`Activate the developer mode (with assets)` is used by developers;"
|
||
" :guilabel:`Activate the developer mode (with tests assets)` is used by "
|
||
"developers and testers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:32
|
||
msgid ""
|
||
"Once activated, the :guilabel:`Deactivate the developer mode` option becomes"
|
||
" available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:37
|
||
msgid "Activate through the browser extension"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:39
|
||
msgid ""
|
||
"Within a web browser, navigate to the browser settings and extensions and "
|
||
"search for the `Odoo Debug` extension. Once the extension is installed, a "
|
||
"new icon will be shown on the browser's toolbar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:43
|
||
msgid ""
|
||
"For the *Odoo Debug* extension, a single click enables a normal version of "
|
||
"the mode, while a double click enables it with assets. To deactivate it, use"
|
||
" a single click."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst-1
|
||
msgid "View of Odoo's debug icon in a Google Chrome toolbar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:53
|
||
msgid "Activate through the command palette"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:55
|
||
msgid ""
|
||
"In Odoo, the command palette tool has a command to activate the debug mode. "
|
||
"First, open the command palette tool with the keyboard shortcut `ctrl+k` and"
|
||
" then type `debug`. A command will show up to activate the debug mode."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst-1
|
||
msgid "Command palette with debug command."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:68
|
||
msgid "Activate through the URL"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:70
|
||
msgid ""
|
||
"The debug mode can also be activated by adding an extra query string to the "
|
||
"database's URL. In the URL, add `?debug=1` or `?debug=true` after `/web`. To"
|
||
" deactivate the debug mode, change the value to `?debug=0` instead."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst-1
|
||
msgid "Overview of a URL with the debug mode command added."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:79
|
||
msgid ""
|
||
"Additional modes are available for developers: `?debug=assets` enables the "
|
||
":ref:`assets mode <frontend/framework/assets_debug_mode>`, and "
|
||
"`?debug=tests` enables the :ref:`tests mode "
|
||
"<frontend/framework/tests_debug_mode>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:86
|
||
msgid "Locate the developer mode tools"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:88
|
||
msgid ""
|
||
"Once developer mode is activated, the developer mode tools can be accessed "
|
||
"from the :guilabel:`Open Developer Tools` button, the bug icon located in "
|
||
"the header of the Odoo database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst-1
|
||
msgid "Overview of a console page and the debug icon being shown in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:95
|
||
msgid ""
|
||
"This menu contains additional tools that are useful to understand or edit "
|
||
"technical data, such as the views or actions of a page. On a page that has "
|
||
"filters, actions, and view options, the developer mode tools contain some "
|
||
"useful menu items such as:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:99
|
||
msgid ":guilabel:`Edit Action`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:100
|
||
msgid ":guilabel:`Manage Filters`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:101
|
||
msgid "Edit the current view (e.g. Kanban, List, Graph, etc.)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:102
|
||
msgid "See the :guilabel:`Fields View Get`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:3
|
||
msgid "Digest Emails"
|
||
msgstr "Email tập san"
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:5
|
||
msgid ""
|
||
"**Digest Emails** are periodic snapshots sent to your organization via email"
|
||
" that include high-level information about how your business is performing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:8
|
||
msgid ""
|
||
"Navigate to Digest Emails by going to :menuselection:`Settings --> General "
|
||
"Settings --> Statistics`, then activate the **Digest Emails** feature and "
|
||
"click on save."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst-1
|
||
msgid "Digest Emails section inside General Settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:15
|
||
msgid "You can control a variety of settings for your Digest Emails, such as:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:17
|
||
msgid "which KPIs are shared in the Digest"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:18
|
||
msgid "how often Digest Emails are sent"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:19
|
||
msgid "who in your organization receives Digest Emails"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:20
|
||
msgid "creating custom Digest Email templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:21
|
||
msgid "adding additional KPIs (Studio required)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:24
|
||
msgid ""
|
||
"By default, Digest Email is *enabled*, and *Your Odoo Periodic Digest* "
|
||
"serves as the primary template, which includes all KPI measurements across "
|
||
"your Odoo database and is sent daily to administrators."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:31
|
||
msgid "Customize *Your Odoo Periodic Digest*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:33
|
||
msgid ""
|
||
"To customize the default Digest Email (*Your Odoo Periodic Digest*), go to "
|
||
":menuselection:`Settings --> General Settings --> Statistics --> Digest "
|
||
"Email`, select *Your Odoo Periodic Digest* and click on the *external link* "
|
||
"next to the dropdown selection."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:37
|
||
msgid ""
|
||
"A popup window appears and presents a variety of editable settings, which "
|
||
"include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:39
|
||
msgid "**Digest Title** - what you want your Digest Email to be called"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:40
|
||
msgid ""
|
||
"**Periodicity** - control the regimen in how often Digest Emails are sent"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:41
|
||
msgid ""
|
||
"**KPIs** - check/uncheck each calculated KPI that appears in Digest Emails"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:42
|
||
msgid "**Recipients** - add/remove users who receive your Digest Emails"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:43
|
||
msgid "**Custom** - add your own KPIs (Studio required)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst-1
|
||
msgid "Customize default Digest Email settings and custom KPIs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:52
|
||
msgid "Custom digest emails"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:54
|
||
msgid "To do so, click on **Configure Digest Emails** and then **Create**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:56
|
||
msgid ""
|
||
"From there, give your Digest Email a title, specify periodicity, and choose "
|
||
"your desired KPIs and recipients fields as needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:59
|
||
msgid ""
|
||
"After you click **Save**, your new custom Digest Email is available as a "
|
||
"selection in the **General Settings** dropdown menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:65
|
||
msgid "Custom KPIs with Studio"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:67
|
||
msgid ""
|
||
"For either *Your Odoo Periodic Digest* or your own custom Digest Email, you "
|
||
"can add your own KPIs by using Odoo Studio."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:70
|
||
msgid ""
|
||
"To begin, click the **Toggle Studio** icon or click the **Recipients** tab "
|
||
"and then the ellipses :menuselection:`… icon --> Add Custom Field` to edit "
|
||
"the template or add additional fields."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:73
|
||
msgid ""
|
||
"In order to create additional fields, you must create two fields on the "
|
||
"digest object:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:75
|
||
msgid ""
|
||
"create a boolean field called `kpi_myfield` and display it in the KPIs tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:76
|
||
msgid ""
|
||
"create a computed field called `kpi_myfield_value` that computes your "
|
||
"customized KPI"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:77
|
||
msgid "select your KPI(s) in the KPIs tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:80
|
||
msgid "Computed values reference table"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:83
|
||
msgid "LABEL"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:83
|
||
msgid "VALUE"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:85
|
||
msgid "Connected Users"
|
||
msgstr "Người dùng đã kết nối"
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:85
|
||
msgid "`kpi_res_users_connected_value`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:87
|
||
msgid "Messages Sent"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:87
|
||
msgid "`kpi_mail_message_total_value`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:89
|
||
msgid "New Leads"
|
||
msgstr "Lead mới"
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:89
|
||
msgid "`kpi_crm_lead_created_value`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:91
|
||
msgid "Opportunities Won"
|
||
msgstr "Các cơ hội đạt được"
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:91
|
||
msgid "`kpi_crm_opportunities_won_value`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:93
|
||
msgid "Open Tasks"
|
||
msgstr "Mở nhiệm vụ"
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:93
|
||
msgid "`kpi_project_task_opened_value`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:95
|
||
msgid "Tickets Closed"
|
||
msgstr "Phiếu hỗ trợ đã đóng"
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:95
|
||
msgid "`kpi_helpdesk_tickets_closed_value`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:97
|
||
msgid "% of Happiness"
|
||
msgstr "% of Happiness"
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:97
|
||
msgid "`kpi_livechat_rating_value`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:99
|
||
msgid "Conversations handled"
|
||
msgstr "Conversations handled"
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:99
|
||
msgid "`kpi_livechat_conversations_value`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:101
|
||
msgid "Time to answer (sec)"
|
||
msgstr "Time to answer (sec)"
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:101
|
||
msgid "`kpi_livechat_response_value`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:103
|
||
msgid "All Sales"
|
||
msgstr "Tất cả đơn bán hàng"
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:103
|
||
msgid "`kpi_all_sale_total_value`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:105
|
||
msgid "eCommerce Sales"
|
||
msgstr "Bán hàng thương mại điện tử"
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:105
|
||
msgid "`kpi_website_sale_total_value`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:107
|
||
msgid "Revenue"
|
||
msgstr "Doanh thu"
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:107
|
||
msgid "`kpi_account_total_revenue_value`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:109
|
||
msgid "Bank & Cash Moves"
|
||
msgstr "Bút toán ngân hàng & tiền mặt"
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:109
|
||
msgid "`kpi_account_bank_cash_value`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:111
|
||
msgid "POS Sales"
|
||
msgstr "Bán hàng POS"
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:111
|
||
msgid "`kpi_pos_total_value`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:113
|
||
msgid "New Employees"
|
||
msgstr "Nhân viên mới"
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:113
|
||
msgid "`kpi_hr_recruitment_new_colleagues_value`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication.rst:5
|
||
msgid "Email Communication"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:3
|
||
msgid "Configure DNS records to send emails in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:6
|
||
msgid "SPAM labels overview"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:8
|
||
msgid ""
|
||
"Sometimes, emails from Odoo are misclassified by the different email "
|
||
"providers and end up in spam folders. At the moment, some settings are out "
|
||
"of Odoo's control, notably the way the different email providers classify "
|
||
"Odoo's emails according to their own restriction policy and/or limitations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:12
|
||
msgid ""
|
||
"It is standard in Odoo that emails are received from ``\"name of the "
|
||
"author\" <notifications@mycompany.odoo.com>``. In other words this can be "
|
||
"translated to: ``\"name of the author\" "
|
||
"<{ICP.mail.from.filter}@{mail.catchall.domain}>``. In this case ICP stands "
|
||
"for `ir.config.parameters`, which are the System Parameters. Deliverability "
|
||
"is greatly improved with the :ref:`notifications configuration "
|
||
"<email_servers/notifications>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:18
|
||
msgid ""
|
||
"In order for servers to accept emails from Odoo on a more regular basis, one"
|
||
" of the solutions is for customers to create rules within their own mailbox."
|
||
" A filter can be added to the email inbox so that when email is received "
|
||
"from Odoo (`notifications@mycompany.odoo.com`) it is moved to the inbox. It "
|
||
"is also possible to add the Odoo database domain onto a safe senders list or"
|
||
" whitelist on the receiving domain."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:24
|
||
msgid ""
|
||
"If an Odoo email server appears on a blacklist, notify Odoo via a `new help "
|
||
"ticket <https://www.odoo.com/help>`_ and the support team will work to get "
|
||
"the servers removed from the blacklist."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:28
|
||
msgid ""
|
||
"Should the Odoo database be using a custom domain for sending emails from "
|
||
"Odoo there are three records that should be implemented on the custom "
|
||
"domain's DNS to ensure deliverability of email. This includes setting "
|
||
"records for :abbr:`SPF (Sender Policy Framework)`, :abbr:`DKIM (DomainKeys "
|
||
"Identified Mail)` and :abbr:`DMARC (Domain-based Message Authentication, "
|
||
"Reporting, & Conformance)`. Ultimately though, it is up to the discretion of"
|
||
" the final receiving mailbox."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:38
|
||
msgid "Be SPF compliant"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:40
|
||
msgid ""
|
||
"The Sender Policy Framework (SPF) protocol allows the owner of a domain name"
|
||
" to specify which servers are allowed to send emails from that domain. When "
|
||
"a server receives an incoming email, it checks whether the IP address of the"
|
||
" sending server is on the list of allowed IPs according to the sender's "
|
||
":abbr:`SPF (Sender Policy Framework)` record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:46
|
||
msgid ""
|
||
"The :abbr:`SPF (Sender Policy Framework)` verification is performed on the "
|
||
"domain mentioned in the `Return-Path` field of the email. In the case of an "
|
||
"email sent by Odoo, this domain corresponds to the value of the "
|
||
"`mail.catchall.domain` key in the database system parameters."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:50
|
||
msgid ""
|
||
"The :abbr:`SPF (Sender Policy Framework)` policy of a domain is set using a "
|
||
"TXT record. The way to create or modify a TXT record depends on the provider"
|
||
" hosting the :abbr:`DNS (Domain Name System)` zone of the domain name. In "
|
||
"order for the verification to work properly, each domain can only have one "
|
||
":abbr:`SPF (Sender Policy Framework)` record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:55
|
||
msgid ""
|
||
"If the domain name does not yet have a :abbr:`SPF (Sender Policy Framework)`"
|
||
" record, create one using the following input: `v=spf1 include:_spf.odoo.com"
|
||
" ~all`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:58
|
||
msgid ""
|
||
"If the domain name already has a :abbr:`SPF (Sender Policy Framework)` "
|
||
"record, the record must be updated (and do not create a new one)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:63
|
||
msgid ""
|
||
"If the TXT record is `v=spf1 include:_spf.google.com ~all`, edit it to add "
|
||
"`include:_spf.odoo.com`: `v=spf1 include:_spf.odoo.com "
|
||
"include:_spf.google.com ~all`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:66
|
||
msgid ""
|
||
"Check if the :abbr:`SPF (Sender Policy Framework)` record is valid with a "
|
||
"free tool like `MXToolbox SPF <https://mxtoolbox.com/spf.aspx>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:72
|
||
msgid "Enable DKIM"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:74
|
||
msgid ""
|
||
"The DomainKeys Identified Mail (DKIM) allows a user to authenticate emails "
|
||
"with a digital signature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:77
|
||
msgid ""
|
||
"When sending an email, the Odoo server includes a unique :abbr:`DKIM "
|
||
"(DomainKeys Identified Mail)` signature in the headers. The recipient's "
|
||
"server decrypts this signature using the :abbr:`DKIM (DomainKeys Identified "
|
||
"Mail)` record in the database's domain name. If the signature and the key "
|
||
"contained in the record match, this guarantees that the message is authentic"
|
||
" and has not been altered during transport."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:83
|
||
msgid ""
|
||
"To enable :abbr:`DKIM (DomainKeys Identified Mail)`, add a :abbr:`CNAME "
|
||
"(Canonical Name)` record to the :abbr:`DNS (Domain Name System)` zone of the"
|
||
" domain name:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:86
|
||
msgid "`odoo._domainkey IN CNAME odoo._domainkey.odoo.com.`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:89
|
||
msgid ""
|
||
"If the domain name is `mycompany.com`, make sure to create a subdomain "
|
||
"`odoo._domainkey.mycompany.com` whose canonical name is "
|
||
"`odoo._domainkey.odoo.com.`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:92
|
||
msgid ""
|
||
"The way to create or modify a :abbr:`CNAME (Canonical Name)` record depends "
|
||
"on the provider hosting the :abbr:`DNS (Domain Name System)` zone of the "
|
||
"domain name. The most common providers are :ref:`listed below "
|
||
"<email_communication/SPFDKIM_common_providers>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:96
|
||
msgid ""
|
||
"Check if the :abbr:`DKIM (DomainKeys Identified Mail)` record is valid with "
|
||
"a free tool like `DKIM Core <https://dkimcore.org/tools/>`_. If a selector "
|
||
"is asked, enter `odoo`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:100
|
||
msgid "Check the DMARC policy"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:102
|
||
msgid ""
|
||
"The Domain-based Message Authentication, Reporting, & Conformance (DMARC) "
|
||
"record is a protocol that unifies :abbr:`SPF (Sender Policy Framework)` and "
|
||
":abbr:`DKIM (DomainKeys Identified Mail)`. The instructions contained in the"
|
||
" :abbr:`DMARC (Domain-based Message Authentication, Reporting, & "
|
||
"Conformance)` record of a domain name tell the destination server what to do"
|
||
" with an incoming email that fails the :abbr:`SPF (Sender Policy Framework)`"
|
||
" and/or :abbr:`DKIM (DomainKeys Identified Mail)` check."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:110
|
||
msgid "DMARC: TXT record"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:112
|
||
msgid "`v=DMARC1; p=none;`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:114
|
||
msgid ""
|
||
"There are three :abbr:`DMARC (Domain-based Message Authentication, "
|
||
"Reporting, & Conformance)` policies:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:117
|
||
msgid "`p=none`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:118
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:171
|
||
msgid "`p=quarantine`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:119
|
||
msgid "`p=reject`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:121
|
||
msgid ""
|
||
"`p=quarantine` and `p=reject` instruct the server that receives an email to "
|
||
"quarantine that email or ignore it if the :abbr:`SPF (Sender Policy "
|
||
"Framework)` and/or :abbr:`DKIM (DomainKeys Identified Mail)` check fails."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:125
|
||
msgid ""
|
||
"If the domain name uses :abbr:`DMARC (Domain-based Message Authentication, "
|
||
"Reporting, & Conformance)` and has defined one of these policies, the domain"
|
||
" must be :abbr:`SPF (Sender Policy Framework)` compliant or enable "
|
||
":abbr:`DKIM (DomainKeys Identified Mail)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:130
|
||
msgid ""
|
||
"Yahoo or AOL are examples of email providers with a :abbr:`DMARC (Domain-"
|
||
"based Message Authentication, Reporting, & Conformance)` policy set to "
|
||
"`p=reject`. Odoo strongly advises against using an *@yahoo.com* or "
|
||
"*@aol.com* address for the database users. These emails will never reach "
|
||
"their recipient."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:135
|
||
msgid ""
|
||
"`p=none` is used for the domain owner to receive reports about entities "
|
||
"using their domain. It should not impact the deliverability if the "
|
||
":abbr:`DMARC (Domain-based Message Authentication, Reporting, & "
|
||
"Conformance)` check fails."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:139
|
||
msgid ""
|
||
":abbr:`DMARC (Domain-based Message Authentication, Reporting, & "
|
||
"Conformance)` records are comprised of tags in the form of :abbr:`DNS "
|
||
"(Domain Name System)` records. These tags/parameters allow for reporting, "
|
||
"such as :abbr:`RUA (Reporting URI of aggregate reports)` and :abbr:`RUF "
|
||
"(Reporting URI for forensic reports)`, along with more precise specification"
|
||
" like :abbr:`PCT (Percentage of messages subjected to filtering)`, :abbr:`P "
|
||
"(Policy for organizational domain)`, :abbr:`SP (Policy for subdomains of the"
|
||
" OD)` :abbr:`ADKIM (Alignment mode for DKIM)` & :abbr:`ASPF (Alignment mode "
|
||
"for SPF)`. For best practice, the the :abbr:`DMARC (Domain-based Message "
|
||
"Authentication, Reporting, & Conformance)` policy should not start out being"
|
||
" too restrictive."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:148
|
||
msgid "The following chart displays available tags:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:154
|
||
msgid "Tag Name"
|
||
msgstr "Tên thẻ"
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:155
|
||
msgid "Purpose"
|
||
msgstr "Mục đích"
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:156
|
||
msgid "Example"
|
||
msgstr "Ví dụ"
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:157
|
||
msgid "v"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:158
|
||
msgid "Protocol version"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:159
|
||
msgid "`v=DMARC1`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:160
|
||
msgid "pct"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:161
|
||
msgid "Percentage of messages subjected to filtering"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:162
|
||
msgid "`pct=20`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:163
|
||
msgid "ruf"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:164
|
||
msgid "Reporting URI for forensic reports"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:165
|
||
msgid "`ruf=mailto:authfail@example.com`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:166
|
||
msgid "rua"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:167
|
||
msgid "Reporting URI of aggregate reports"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:168
|
||
msgid "`rua=mailto:aggrep@example.com`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:169
|
||
msgid "p"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:170
|
||
msgid "Policy for organizational domain"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:172
|
||
msgid "sp"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:173
|
||
msgid "Policy for subdomains of the OD"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:174
|
||
msgid "`sp=reject`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:175
|
||
msgid "adkim"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:176
|
||
msgid "Alignment mode for DKIM"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:177
|
||
msgid "`adkim=s`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:178
|
||
msgid "aspf"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:179
|
||
msgid "Alignment mode for SPF"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:180
|
||
msgid "`aspf=r`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:182
|
||
msgid ""
|
||
"Check the :abbr:`DMARC (Domain-based Message Authentication, Reporting, & "
|
||
"Conformance)` record of a domain name with a tool like `MXToolbox DMARC "
|
||
"<https://mxtoolbox.com/DMARC.aspx>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:186
|
||
msgid ""
|
||
"`DMARC.org is another great resource to learn about DMARC records. "
|
||
"<https://dmarc.org/overview/>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:192
|
||
msgid "SPF, DKIM & DMARC documentation of common providers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:194
|
||
msgid ""
|
||
"`OVH DNS "
|
||
"<https://docs.ovh.com/us/en/domains/web_hosting_how_to_edit_my_dns_zone/>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:195
|
||
msgid ""
|
||
"`OVH SPF <https://docs.ovh.com/us/en/domains/web_hosting_the_spf_record/>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:196
|
||
msgid ""
|
||
"`GoDaddy TXT record <https://www.godaddy.com/help/add-a-txt-record-19232>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:197
|
||
msgid "`GoDaddy SPF <https://www.godaddy.com/help/add-an-spf-record-19218>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:198
|
||
msgid ""
|
||
"`GoDaddy DKIM <https://www.godaddy.com/help/add-a-cname-record-19236>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:199
|
||
msgid ""
|
||
"`NameCheap "
|
||
"<https://www.namecheap.com/support/knowledgebase/article.aspx/317/2237/how-"
|
||
"do-i-add- txtspfdkimdmarc-records-for-my-domain/>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:201
|
||
msgid ""
|
||
"`CloudFlare DNS <https://support.cloudflare.com/hc/en-"
|
||
"us/articles/360019093151>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:202
|
||
msgid ""
|
||
"`Google Domains <https://support.google.com/domains/answer/3290350?hl=en>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:203
|
||
msgid ""
|
||
"`Azure DNS <https://docs.microsoft.com/en-us/azure/dns/dns-getstarted-"
|
||
"portal>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:205
|
||
msgid ""
|
||
"To fully test the configuration, use the `Mail-Tester <https://www.mail-"
|
||
"tester.com/>`_ tool, which gives a full overview of the content and "
|
||
"configuration in one sent email. Mail-Tester can also be used to configure "
|
||
"records for other, lesser-known providers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:210
|
||
msgid ""
|
||
"`Using Mail-Tester to set SPF Records for specific carriers "
|
||
"<https://www.mail-tester.com/spf/>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:5
|
||
msgid "Send and receive emails in Odoo with an email server"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:8
|
||
msgid "Odoo Online or Odoo.sh users"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:10
|
||
msgid ""
|
||
"Since **Odoo sets up its own mail servers for the database**, outgoing and "
|
||
"incoming emails already work out-of-the-box. So for **Odoo Online** and "
|
||
"**Odoo.sh** customers, nothing needs to be configured!"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:14
|
||
msgid ""
|
||
"Unless an external mail server is required to send large batches of mass "
|
||
"emails, simply use the standard online Odoo database normally since it has "
|
||
"already been pre-configured to send email."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:18
|
||
msgid ""
|
||
"The Odoo server is subject to a daily email limit to prevent abuse. The "
|
||
"default limit is 200 emails sent per day for databases with an "
|
||
"**Enterprise** subscription. This limit can be increased under certain "
|
||
"conditions. See the :doc:`FAQ <faq>` or contact support for more "
|
||
"information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:24
|
||
msgid "Scope of this documentation"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:26
|
||
msgid ""
|
||
"This document is **mainly dedicated to Odoo on-premise databases** who don't"
|
||
" benefit from an out-of-the-box solution to send and receive emails in Odoo,"
|
||
" unlike `Odoo Online <https://www.odoo. com/trial>`_ and `Odoo.sh "
|
||
"<https://www.odoo.sh>`_. Incoming and outgoing servers must be configured "
|
||
"for on-premise databases."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:31
|
||
msgid ""
|
||
"The following sections below contain information on how to integrate an "
|
||
"external email server with Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:35
|
||
msgid ""
|
||
"If no one in the company is employed to manage email servers, Odoo Online "
|
||
"and Odoo.sh are strongly recommended. In these Odoo hosting types email "
|
||
"sending and receiving works instantly and is monitored by professionals. "
|
||
"Nevertheless, a company can use their own email server if they want to "
|
||
"manage the email server's reputation themselves. For more information see "
|
||
":doc:`Configure DNS records to send emails in Odoo <email_domain>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:44
|
||
msgid "Default notifications system"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:46
|
||
msgid ""
|
||
"Documents in Odoo (such as a CRM opportunity, a sales order, an invoice, "
|
||
"etc.) have a discussion thread, called *chatter*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:49
|
||
msgid ""
|
||
"When a database user posts a message in the chatter, this message is sent by"
|
||
" email to the followers of the document as a notification (except to the "
|
||
"sender). If a follower replies to the message, the reply updates the "
|
||
"chatter, and Odoo relays another reply to the followers as a notification. "
|
||
"Messages sent back to the chatter from users or external users will appear "
|
||
"in the chatter from their respective email, or as the name listed in their "
|
||
"*Contacts* record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:55
|
||
msgid ""
|
||
"These notifications are sent using a default from address. For more "
|
||
"information see :ref:`Use a default email address "
|
||
"<email_communication/default>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:59
|
||
msgid "Manage outbound messages"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:61
|
||
msgid ""
|
||
"As a system admin, go to :menuselection:`Settings --> General Settings --> "
|
||
"Discuss` in Odoo, and enable the :guilabel:`Custom Email Servers` option. "
|
||
"Then, click :guilabel:`Save`. Next, click :guilabel:`Outgoing Email Servers`"
|
||
" and click :guilabel:`Create` to create a new outgoing mail server record in"
|
||
" Odoo. Reference the SMTP data of the external email server. Once all the "
|
||
"information has been filled out, click :guilabel:`Test Connection`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:72
|
||
msgid ""
|
||
"Ensuring the outgoing domain has :abbr:`SPF (Sender Policy Framework)`, "
|
||
":abbr:`DKIM (DomainKeys Identified Mail)` and :abbr:`DMARC (Domain-based "
|
||
"Message Authentication, Reporting, & Conformance)` set up on the :abbr:`DNS "
|
||
"(Domain Name System)` will improve deliverability. For more information see "
|
||
":doc:`email_domain`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:80
|
||
msgid "Port restriction"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:82
|
||
msgid ""
|
||
"Note that port 25 is blocked for security reasons on the Odoo Online and "
|
||
"Odoo.sh platforms. Try using ports 465, 587, or 2525 instead."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:88
|
||
msgid "Use a default \"From\" email address"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:90
|
||
msgid ""
|
||
"Sometimes, an email's \"From\" (outgoing) address can belong to a different "
|
||
"domain, and that can be a problem."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:93
|
||
msgid ""
|
||
"For example, if a customer with the email address "
|
||
"`mary\\@customer.example.com` responds to a message, Odoo will try to "
|
||
"redistribute that same email to the other subscribers in the thread. "
|
||
"However, if the domain `customer.example.com` forbids that kind of usage for"
|
||
" security, the email that Odoo is trying to redistribute would get rejected "
|
||
"by some recipients' email servers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:98
|
||
msgid ""
|
||
"To avoid that problem, Odoo sends all emails using a \"From\" address from "
|
||
"the same authorized domain."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:101
|
||
msgid ""
|
||
"Access the :guilabel:`System Parameters` by activating :ref:`developer mode "
|
||
"<developer-mode>` and going to :menuselection:`Settings --> Technical --> "
|
||
"Parameters --> System Parameters` menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:104
|
||
msgid ""
|
||
"To force the email address from which emails are sent, a combination of the "
|
||
"following keys needs to be set in the system parameters of the database:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:107
|
||
msgid ""
|
||
"`mail.default.from`: accepts the local part or a complete email address as "
|
||
"value"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:108
|
||
msgid ""
|
||
"`mail.default.from_filter`: accepts a domain name or a full email address as"
|
||
" value"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:111
|
||
msgid ""
|
||
"The `mail.default.from_filter` works only for `odoo-bin` configurations or "
|
||
"the default Odoo email server, otherwise this parameter can be set using the"
|
||
" `from_filter` field on `ir.mail_server`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:114
|
||
msgid ""
|
||
"The field can be a domain name or an entire email address, or it can remain "
|
||
"empty. If the sender's email address does not match this set filter, then "
|
||
"the email will be encapsulated using a combination of the two system "
|
||
"parameters: `mail.default.from` and `mail.catchall.domain`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:119
|
||
msgid ""
|
||
"In the following example, the from email address is replaced with the "
|
||
"combination of the the two system parameters (`mail.default.from` and "
|
||
"`mail.catchall.domain`). This is the default\\ notifications configuration "
|
||
"in Odoo: ``“Admin” <admin@example.com>`` => ``“Admin” "
|
||
"<notifications@mycompany.com>``."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:124
|
||
msgid ""
|
||
"In other words if the email address of the author does not match "
|
||
"`mail.default.from_filter`, the email address is replaced by "
|
||
"`mail.default.from` (if it contains a full email address) or a combination "
|
||
"of `mail.default.from` and `mail.catchall.domain`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:128
|
||
msgid ""
|
||
"If the `from_filter` contains a full email address, and if the "
|
||
"`mail.default.from` is the same as this address, then all of the email "
|
||
"addresses that are different from `mail.default.from` will be encapsulated "
|
||
"in `mail.default.from`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:135
|
||
msgid "Utilizing the \"From\" filter on an outgoing email server"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:137
|
||
msgid ""
|
||
"The :guilabel:`FROM Filtering` field allows for the use of a specific "
|
||
"outgoing email server depending on the :guilabel:`From` email address or "
|
||
"domain that Odoo is sending on behalf of. This setting can be used to "
|
||
"improve the deliverability or sending success rate of emails sent from the "
|
||
"database. Setting the :guilabel:`FROM Filtering` field can also be used to "
|
||
"send from different domains in a multi-company environment. Access this "
|
||
"field in Odoo by navigating to :menuselection:`Settings --> Discuss --> "
|
||
"Custom Mail Servers --> Outgoing Mail Servers --> New`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst-1
|
||
msgid "Outgoing email server settings and the FROM filter settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:148
|
||
msgid ""
|
||
"When an email is sent from Odoo while the :guilabel:`FROM Filtering` field "
|
||
"is set, an email server is chosen in the following sequence:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:151
|
||
msgid ""
|
||
"First, Odoo searches for an email server that has the same :guilabel:`FROM "
|
||
"Filtering` value as the :guilabel:`From` value (email address) defined in "
|
||
"the outgoing email. For example, if the :guilabel:`From` value (email "
|
||
"address) is `test\\@example.com`, only the email servers that have the "
|
||
":guilabel:`FROM Filtering` value equal to `test\\@example.com` are returned."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:155
|
||
msgid ""
|
||
"However, if no email servers are found that use the :guilabel:`From` value, "
|
||
"then Odoo searches for an email server that has the same *domain* as the "
|
||
":guilabel:`From` value (email address) defined in the outgoing email. For "
|
||
"example, if the :guilabel:`From` email address is `test\\@example.com`, only"
|
||
" the email servers that have the :guilabel:`FROM Filtering` value equal to "
|
||
"`example.com` are returned."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:161
|
||
msgid ""
|
||
"If no email servers are found after checking for the domain, then Odoo "
|
||
"returns all email servers that do not have any :guilabel:`FROM Filtering` "
|
||
"value(s) set."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:164
|
||
msgid ""
|
||
"Should this query return no results, then Odoo performs a search for an "
|
||
"email server using the system parameter: `mail.default.from`. First, the "
|
||
"email address listed attempts to match an email server, and then the domain "
|
||
"attempts to find a match. If no email server is found, Odoo returns the "
|
||
"first outgoing email server (sorted by priority)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:170
|
||
msgid ""
|
||
"If several email servers are found, then Odoo uses the first one according "
|
||
"to its priority. For example, if there are two email servers, one with a "
|
||
"priority of `10` and the other with a priority of `20`, then the email "
|
||
"server with a priority of `10` is used first."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:177
|
||
msgid "Set up different dedicated servers for transactional and mass emails"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:179
|
||
msgid ""
|
||
"In Odoo a separate email server can be used for transactional emails and "
|
||
"mass mailings. Example: Use Postmark or SendinBlue for transactional emails,"
|
||
" and Amazon SES, Mailgun, Sendgrid or :doc:`Mailjet "
|
||
"</administration/maintain/mailjet_api>` for mass mailings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:184
|
||
msgid ""
|
||
"A default outgoing email server is already configured. Do not create an "
|
||
"alternative one unless a specific external outgoing email server is needed "
|
||
"for technical reasons."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:187
|
||
msgid ""
|
||
"To do this, first activate the :ref:`developer mode <developer-mode>`, and "
|
||
"then go to :menuselection:`Settings --> Technical --> Outgoing` email "
|
||
"servers. There, create two outgoing email server settings; one for the "
|
||
"transactional emails and one for the mass mailing server. Make sure to give "
|
||
"priority to the transactional server over the mass mailing server by "
|
||
"providing a lower priority number for the transactional email server."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:193
|
||
msgid ""
|
||
"Now, go to :menuselection:`Email Marketing --> Settings` and enable "
|
||
":guilabel:`Dedicated Server`. Choose the appropriate email server. With "
|
||
"these settings, Odoo uses the server with the lower priority for "
|
||
"transactional emails, and the server here selected for mass mails. Note that"
|
||
" in this case, the domain's Sender Policy Framework (SPF) records must be "
|
||
"set to include both transactional and mass mail servers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:200
|
||
msgid ":doc:`email_domain`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:205
|
||
msgid "Manage inbound messages"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:207
|
||
msgid "Odoo relies on generic email aliases to fetch incoming messages."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:209
|
||
msgid ""
|
||
"**Reply messages** of messages sent from Odoo are routed to their original "
|
||
"discussion thread (and to the inbox of all its followers) by the alias of "
|
||
"the model if there is any or by the catchall alias (**catchall@**). Replies "
|
||
"to messages of models that don't have a custom alias will use the catchall "
|
||
"alias (`catchall@mycompany.odoo.com`). The catchall address, however, does "
|
||
"not have another action attached to it like other aliases might, it is only "
|
||
"used to collect replies."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:214
|
||
msgid ""
|
||
"**Bounced messages** are used as a Return-Path. One example this is "
|
||
"especially useful for is in `Odoo Email Marketing "
|
||
"<https://www.odoo.com/page/email-marketing>`__. In this case bounces are "
|
||
"opt-out based on if the email bounced too many times (5) in the last month "
|
||
"and the bounces are separated by one week. This is done to avoid "
|
||
"blacklisting someone because of a mail server error. If these circumstances "
|
||
"are met then the email is considered invalid and is blacklisted. A log note "
|
||
"is added on the contact under :guilabel:`Blacklisted Email Addresses` on the"
|
||
" :guilabel:`Email Marketing Configuration Menu`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:222
|
||
msgid ""
|
||
"Messages that bounce in the chatter (outside of Email Marketing) will "
|
||
"populate a red envelope indicating the failed delivery. This can be helpful "
|
||
"to know that a Sales Order or an Invoice did not reach its final "
|
||
"destination."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:225
|
||
msgid ""
|
||
"**Original messages**: several business objects have their own alias to "
|
||
"create new records in Odoo from incoming emails:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:228
|
||
msgid ""
|
||
"Sales channel (to create *Leads* or *Opportunities* in `Odoo CRM "
|
||
"<https://www.odoo.com/page/ crm>`_)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:230
|
||
msgid ""
|
||
"Support channel (to create *Tickets* in `Odoo Helpdesk "
|
||
"<https://www.odoo.com/page/helpdesk>`_)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:231
|
||
msgid ""
|
||
"Projects (to create new *Tasks* in `Odoo Project <https://www.odoo.com/page "
|
||
"/project-management>`_)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:233
|
||
msgid ""
|
||
"Job positions (to create *Applicants* in `Odoo Recruitment "
|
||
"<https://www.odoo.com/page /recruitment>`_)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:236
|
||
msgid ""
|
||
"Depending on the mail server, there might be several methods to fetch "
|
||
"emails. The easiest and most recommended method is to manage one email "
|
||
"address per Odoo alias in the mail server."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:239
|
||
msgid ""
|
||
"Create the corresponding email addresses in the mail server (**catchall@**, "
|
||
"**bounce@**, **sales@**, etc.)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:241
|
||
msgid ""
|
||
"Set the :guilabel:`Alias Domain` name in :menuselection:`Settings --> "
|
||
"General Settings --> Discuss`. Changing the :guilabel:`Alias Domain` will "
|
||
"change the catchall's domain for the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:244
|
||
msgid ""
|
||
"If the database's hosting type is Odoo on-premise, create an "
|
||
":guilabel:`Incoming Mail Server` in Odoo for each alias. To create a new "
|
||
"incoming server go to: :menuselection:`Settings --> Discuss --> Custom Mail "
|
||
"Servers --> Incoming Mail Servers --> New` Fill out the form according to "
|
||
"the email provider's settings. Leave the :guilabel:`Actions to Perform on "
|
||
"Incoming Mails` field blank. Once all the information has been filled out, "
|
||
"click on :guilabel:`TEST & CONFIRM`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:0
|
||
msgid "Incoming mail server configuration on Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:254
|
||
msgid ""
|
||
"If the database's hosting type is Odoo Online or Odoo.sh, redirecting or "
|
||
"forwarding incoming messages to Odoo's domain name instead of the external "
|
||
"email server is recommended. That way, incoming messages can be received "
|
||
"without delay. Redirections for all email addresses should be set to Odoo's "
|
||
"domain name in the email server (e.g. `catchall\\@mydomain.ext` to "
|
||
"`catchall\\@mycompany.odoo.com`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:260
|
||
msgid ""
|
||
"All the aliases are customizable in Odoo. Object aliases can be edited from "
|
||
"their respective configuration view by navigating to "
|
||
":menuselection:`Settings --> Technical Menu --> Email --> Aliases`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:264
|
||
msgid ""
|
||
"To edit catchall and bounce aliases, first activate the :ref:`developer mode"
|
||
" <developer-mode>`. Then, go to :menuselection:`Settings --> Technical --> "
|
||
"Parameters --> System Parameters` to customize the aliases "
|
||
"(`mail.catchall.alias` & `mail.bounce.alias`). These types of changes should"
|
||
" be completed prior to the database going live. If a customer replies after "
|
||
"a change is made then the system will not recognize the old alias and the "
|
||
"reply won't be received."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:270
|
||
msgid ""
|
||
"By default, inbound messages are fetched every 5 minutes for on-premise "
|
||
"databases."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:273
|
||
msgid ""
|
||
"This value can be changed in :ref:`developer mode <developer-mode>`. Go to "
|
||
":menuselection:`Settings --> Technical --> Automation --> Scheduled Actions`"
|
||
" and look for :guilabel:`Mail: Fetchmail Service`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:278
|
||
msgid "System parameters that prevent feedback loops"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:280
|
||
msgid ""
|
||
"There are two system parameters that help prevent email loops from occurring"
|
||
" in Odoo. These parameters were introduced in Odoo 16 to prevent aliases "
|
||
"from creating too many records and to prevent feedback loops on the catchall"
|
||
" reply-to email address. They are present in database but not in the *System"
|
||
" Parameters*. To override the following defaults they need to be added in."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:285
|
||
msgid "The two system parameters are as follows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:287
|
||
msgid "`mail.incoming.limit.period` (60 minutes by default)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:288
|
||
msgid "`mail.incoming.limit.alias` (5 by default)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:290
|
||
msgid ""
|
||
"Add these fields in Odoo by first enabling :ref:`developer mode <developer-"
|
||
"mode>`, and then navigating to :menuselection:`Settings --> Technical Menu "
|
||
"--> Parameters --> System Parameters`. Change the value of these parameters,"
|
||
" as needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:294
|
||
msgid ""
|
||
"When an email is received in the Odoo database on the catchall email address"
|
||
" or on any alias, Odoo looks at the mail received for the given period of "
|
||
"time defined in the system parameter `mail.incoming.limit.period`. If the "
|
||
"received email was sent to an alias then Odoo will reference the "
|
||
"`mail.incoming.limit.alias` system parameter and determine the value as the "
|
||
"number of records this alias is allowed to create in the given period of "
|
||
"time (value of `mail.incoming.limit.period`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:300
|
||
msgid ""
|
||
"In addition, when email is received to the catchall email address, Odoo will"
|
||
" reference the emails received to the database during the set period of time"
|
||
" (as stated by the value in the system parameter: "
|
||
"`mail.incoming.limit.period`). Odoo will then determine whether any of the "
|
||
"emails received match that of the email(s) being received during the "
|
||
"specified time-frame, and will prevent a feedback loop from occurring if a "
|
||
"duplicate email is detected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:3
|
||
msgid "Email templates"
|
||
msgstr "Mẫu Email"
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:5
|
||
msgid ""
|
||
"Email templates are saved emails that are used repeatedly to send emails "
|
||
"from the database. They allow users to send quality communications, without "
|
||
"having to compose the same text repeatedly."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:8
|
||
msgid ""
|
||
"Creating different templates that are tailored to specific situations lets "
|
||
"users choose the right message for the right audience. This increases the "
|
||
"quality of the message and the overall engagement rate with the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:13
|
||
msgid ""
|
||
"Email templates in Odoo use QWeb or XML, which allows for editing emails in "
|
||
"their final rendering, making customizations more robust, without having to "
|
||
"edit any code whatsoever. This means that Odoo can use a Graphical User "
|
||
"Interface (GUI) to edit emails, which edits the backend code. When the "
|
||
"received email is read by the end user's program, different formatting and "
|
||
"graphics will appear in the final form of it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:19
|
||
msgid ""
|
||
"Access email templates in :ref:`developer mode <developer-mode>` by "
|
||
"navigating to :menuselection:`Settings app --> Technical menu --> Email --> "
|
||
"Email Templates`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:23
|
||
msgid "Editing email templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:25
|
||
msgid ""
|
||
"The *powerbox* feature can be used when working with email templates. This "
|
||
"feature provides the ability to directly edit the formatting and text in an "
|
||
"email template, as well as the ability to add links, buttons, appointment "
|
||
"options, or images."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:29
|
||
msgid ""
|
||
"Additionally, the XML/HTML code of the email template can be edited "
|
||
"directly, via the :guilabel:`</>` icon. Dynamic placeholders (referencing "
|
||
"fields within Odoo) are also available for use in the email template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:34
|
||
msgid "Powerbox"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:36
|
||
msgid ""
|
||
"The *powerbox* feature is an enriched text editor with various formatting, "
|
||
"layout, and text options. It can also be used to add XML/HTML features in an"
|
||
" email template. The powerbox feature is activated by typing a forward slash"
|
||
" `/` in the body of the email template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:40
|
||
msgid ""
|
||
"When a forward slash `/` is typed in the body of an email template, a drop-"
|
||
"down menu appears with the following options:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:43
|
||
msgid ":guilabel:`Structure`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:45
|
||
msgid ":guilabel:`Bulleted list`: Create a simple bulleted list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:46
|
||
msgid ":guilabel:`Numbered list`: Create a list with numbering."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:47
|
||
msgid ":guilabel:`Checklist`: Track tasks with a checklist."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:48
|
||
msgid ":guilabel:`Table`: Insert a table."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:49
|
||
msgid ":guilabel:`Separator`: Insert a horizontal rule separator."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:50
|
||
msgid ":guilabel:`Quote`: Add a blockquote section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:51
|
||
msgid ":guilabel:`Code`: Add a code section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:52
|
||
msgid ":guilabel:`2 columns`: Convert into two columns."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:53
|
||
msgid ":guilabel:`3 columns`: Convert into three columns."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:54
|
||
msgid ":guilabel:`4 columns`: Convert into four columns."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:56
|
||
msgid ":guilabel:`Format`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:58
|
||
msgid ":guilabel:`Heading 1`: Big section heading."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:59
|
||
msgid ":guilabel:`Heading 2`: Medium section heading."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:60
|
||
msgid ":guilabel:`Heading 3`: Small section heading."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:61
|
||
msgid ":guilabel:`Switch direction`: Switch the text's direction."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:62
|
||
msgid ":guilabel:`Text`: Paragraph block."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:64
|
||
msgid ":guilabel:`Media`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:66
|
||
msgid ":guilabel:`Image`: Insert an image."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:67
|
||
msgid ":guilabel:`Article`: Link an article."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:69
|
||
msgid ":guilabel:`Navigation`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:71
|
||
msgid ":guilabel:`Link`: Add a link."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:72
|
||
msgid ":guilabel:`Button`: Add a button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:73
|
||
msgid ":guilabel:`Appointment`: Add a specific appointment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:74
|
||
msgid ":guilabel:`Calendar`: Schedule an appointment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:76
|
||
msgid ":guilabel:`Widgets`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:78
|
||
msgid ":guilabel:`3 Stars`: Insert a rating over three stars."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:79
|
||
msgid ":guilabel:`5 Stars`: Insert a rating over five stars."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:81
|
||
msgid ":guilabel:`Basic Blocks`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:83
|
||
msgid ":guilabel:`Signature`: Insert your signature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:85
|
||
msgid ":guilabel:`Marketing Tools`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:87
|
||
msgid ":guilabel:`Dynamic Placeholders`: Insert personalized content."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:90
|
||
msgid ""
|
||
"To use any of these options, click on the desired feature from the powerbox "
|
||
"drop-down menu. To format existing text with a text-related option (e.g. "
|
||
":guilabel:`Heading 1`, :guilabel:`Switch direction`, etc.), highlight the "
|
||
"text, then type in the activator key (forward slash) `/`, and select the "
|
||
"desired option from the drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:0
|
||
msgid "Powerbox feature in the email template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:100
|
||
msgid ""
|
||
":ref:`Using dynamic placeholders <email_template/dynamic-placeholders>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:103
|
||
msgid "XML/HTML code editor"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:105
|
||
msgid ""
|
||
"To access the XML/HTML editor for an email template, first enter "
|
||
":ref:`developer mode <developer-mode>`. Then, click the :guilabel:`</>` icon"
|
||
" in the upper-right corner of the template, and proceed to edit the "
|
||
"XML/HTML. To return to the standard text editor, click the :guilabel:`</>` "
|
||
"icon again."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst-1
|
||
msgid "HTML editor in the email template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:115
|
||
msgid ""
|
||
"The XML/HTML editor should be accessed with caution as this is the backend "
|
||
"code of the template. Editing the code can cause the email template to break"
|
||
" immediately or when upgrading the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:122
|
||
msgid "Dynamic placeholders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:124
|
||
msgid ""
|
||
"*Dynamic placeholders* reference certain fields within the Odoo database to "
|
||
"produce unique data in the email template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:128
|
||
msgid ""
|
||
"Many companies like to customize their emails with a personalized piece of "
|
||
"customer information to grab attention. This can be accomplished in Odoo by "
|
||
"referencing a field within a model by inserting a dynamic placeholder. For "
|
||
"example, a customer's name can be referenced in the email from the "
|
||
":guilabel:`Customer` field on the :guilabel:`Sales Order` model. The dynamic"
|
||
" placeholder for this field is: `{{ object.partner_id }}`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:134
|
||
msgid ""
|
||
"Dynamic placeholders are encoded to display fields from within the database."
|
||
" Dynamic placeholders can be used in the :guilabel:`Body` "
|
||
"(:guilabel:`Content` Tab) of the email template. They can also be used in "
|
||
"the fields present in the :guilabel:`Email Configuration` tab, the "
|
||
":guilabel:`Subject` of the email, and the :guilabel:`Language`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:139
|
||
msgid ""
|
||
"To use the dynamic placeholders in the :guilabel:`Body` of an email open the"
|
||
" **powerbox** feature by typing in `/` into the body of the email template "
|
||
"under the :guilabel:`Content` tab. Scroll to the bottom of the options list,"
|
||
" to :guilabel:`Marketing Tools`. Next, select :guilabel:`Dynamic "
|
||
"Placeholder`. Then select the dynamic placeholder from a list of available "
|
||
"options and follow the prompts to configure it with the desired "
|
||
"corresponding Odoo field. Each dynamic placeholder will vary in "
|
||
"configuration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst-1
|
||
msgid "Using dynamic placeholders in an email template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:151
|
||
msgid ""
|
||
"Each unique combination of :guilabel:`Fields`, :guilabel:`Sub-models` and "
|
||
":guilabel:`Sub-fields` creates a different dynamic placeholder. Imagine it "
|
||
"as a combination to the field that is being created."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:155
|
||
msgid ""
|
||
"To search the available fields, simply type in the front-end name (on user-"
|
||
"interface) of the field in the search. This will find a result from all of "
|
||
"the available fields for the model that the email template is created for."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:160
|
||
msgid "Customizing email templates are out of the scope of Odoo Support."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:163
|
||
msgid "Rich text editor"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:165
|
||
msgid ""
|
||
"A rich text editor toolbar can be accessed by highlighting text in the email"
|
||
" template. This can be used to change the heading, font size/style, color, "
|
||
"add a list type, or a link."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst-1
|
||
msgid "Rich text editor in the email template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:173
|
||
msgid "Resetting email templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:175
|
||
msgid ""
|
||
"Should the email template not work because the code has been altered it can "
|
||
"be reset to restore it back to the out-of-box default template. Simply click"
|
||
" on the :guilabel:`Reset Template` button in the upper left-hand of the "
|
||
"screen and the template will be reset."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst-1
|
||
msgid "Resetting the email template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:184
|
||
msgid "Default reply on email templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:186
|
||
msgid ""
|
||
"Under the :guilabel:`Email Configuration` tab on an email template, there is"
|
||
" a :guilabel:`Reply To` field. In this field, add email addresses to which "
|
||
"replies are redirected when sending emails en masse using this template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:191
|
||
msgid ""
|
||
"Add multiple email addresses by adding a comma `,` between the addresses or "
|
||
"dynamic placeholders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst-1
|
||
msgid "Reply-to field on template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:198
|
||
msgid ""
|
||
"The :guilabel:`Reply To` field is **only** used for mass mailing (sending "
|
||
"emails in bulk). Bulk emails can be sent in almost every Odoo application "
|
||
"that has a list view option."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:201
|
||
msgid ""
|
||
"To send mass mails, while in :guilabel:`list` view, check the boxes next to "
|
||
"the desired records where the emails are to be sent, click the "
|
||
":guilabel:`Action` button (represented by a :guilabel:`⚙️ (gear)` icon), and"
|
||
" select the desired email option from the :guilabel:`Action` drop-down menu."
|
||
" Email options can vary by the particular list view and application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:206
|
||
msgid ""
|
||
"If it is possible to send an email, a mail composer pop-up window appears, "
|
||
"with values that can be defined and customized. This option will be "
|
||
"available on the :guilabel:`Action` button on pages where emails can be sent"
|
||
" in bulk---for example, on the :guilabel:`Customers` page of the CRM app. "
|
||
"This action occurs throughout the Odoo database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst-1
|
||
msgid "Email composer in mass mailing mode with reply-to highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:216
|
||
msgid "Transactional emails and corresponding URLs"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:218
|
||
msgid ""
|
||
"In Odoo, multiple events can trigger the sending of automated emails. These "
|
||
"emails are known as *transactional emails*, and sometimes contain links "
|
||
"redirecting to the Odoo database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:221
|
||
msgid ""
|
||
"By default, links generated by the database use the dynamic `web.base.url` "
|
||
"key defined in the system parameters. For more information about this, see "
|
||
":ref:`system parameters <domain-name/web-base-url>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:225
|
||
msgid ""
|
||
"If the *Website* application is not installed, the `web.base.url` key will "
|
||
"always be the default parameter used to generate all the links."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:229
|
||
msgid ""
|
||
"The `web.base.url` key can only have a single value, meaning that, in a "
|
||
"multi-website or multi-company database environment, even if there is a "
|
||
"specific domain name for each website, the links generated to share a "
|
||
"document (or the links within a transactional email) may remain the same, "
|
||
"regardless of which website/company is related to the sending of the "
|
||
"email/document."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:235
|
||
msgid ""
|
||
"If the :guilabel:`Value` of the :guilabel:`web.base.url` system parameter is"
|
||
" equal to `https://www.mycompany.com` and there are two separate companies "
|
||
"in Odoo with different website URLs: `https://www.mycompany2.com` and "
|
||
"`https://www.mycompany1.com`, the links created by Odoo to share a document,"
|
||
" or send a transactional email, come from the domain: "
|
||
"`https://www.mycompany.com`, regardless of which company sends the document "
|
||
"or email."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:241
|
||
msgid ""
|
||
"This is not always the case, as some Odoo applications (*eCommerce*, for "
|
||
"example) have a link established in the database with the *Website* "
|
||
"application. In that case, if a specific domain is defined for the website, "
|
||
"the URL generated in the email template uses the domain defined on the "
|
||
"corresponding website of the company."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:247
|
||
msgid ""
|
||
"When a customer makes a purchase on an Odoo *eCommerce* website, the order "
|
||
"has an established link with that website. As a result, the links in the "
|
||
"confirmation email sent to the customer use the domain name for that "
|
||
"specific website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:252
|
||
msgid ""
|
||
"A document shared using the *Documents* application will **always** use the "
|
||
"`web.base.url` key, as the document shared is not associated with any "
|
||
"particular website. This means that the URL will always be the same (the "
|
||
"`web.base.url` key value), no matter what company it's shared from. This is "
|
||
"a known limitation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:257
|
||
msgid ""
|
||
"For more information about how to configure domains, check out the "
|
||
":doc:`domain name documentation </administration/maintain/domain_names>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:261
|
||
msgid "Updating translations within email templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:263
|
||
msgid ""
|
||
"In Odoo, email templates are automatically translated for all users in the "
|
||
"database for all of the languages installed. Changing the translations "
|
||
"shouldn't be necessary. However, if for a specific reason, some of the "
|
||
"translations need to be changed, it can be done."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:268
|
||
msgid ""
|
||
"Like any modification in the code, if translation changes are not done "
|
||
"correctly (for example, modifications leading to bad syntax), it can break "
|
||
"the template, and as a result, the template will appear blank."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:272
|
||
msgid ""
|
||
"In order to edit translations, first enter :ref:`developer mode <developer-"
|
||
"mode>`. Then, on the email template, click on the :guilabel:`Edit` button, "
|
||
"and then click on the language button, represented by the initials of the "
|
||
"language currently being used (e.g. :guilabel:`EN` for English)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst-1
|
||
msgid "Edit the language of a template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:281
|
||
msgid ""
|
||
"If there aren't multiple languages installed and activated in the database, "
|
||
"or if the user does not have administration access rights, the language "
|
||
"button will not appear."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:284
|
||
msgid ""
|
||
"A pop-up window with the different languages installed on the database "
|
||
"appears. From this pop-up, editing of translations is possible. When the "
|
||
"desired changes have been made, click the :guilabel:`Save` button to save "
|
||
"the changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst-1
|
||
msgid "Translation of the body of the Appointment Booked template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:293
|
||
msgid ""
|
||
"When editing the translations, the default language set in the database "
|
||
"appears in **bold**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:3
|
||
msgid "Email issues"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:5
|
||
msgid ""
|
||
"This document contains an explanation of the most recurring emailing issues "
|
||
"in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:8
|
||
msgid "Outgoing emails"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:13
|
||
msgid "Email is not sent"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:15
|
||
msgid ""
|
||
"The first indicator showing that an email has not been sent is the presence "
|
||
"of a red :guilabel:`✉️ (envelope)` icon, next to the date and time of the "
|
||
"message, located in the chatter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst-1
|
||
msgid "Red envelope icon displayed in chatter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:22
|
||
msgid ""
|
||
"Unsent emails also appear in the Odoo email queue. In :ref:`developer mode "
|
||
"<developer-mode>`, the email queue can be accessed by going to "
|
||
":menuselection:`Settings app --> Technical menu --> Email --> Emails`. "
|
||
"Unsent emails appear in turquoise, while sent emails appear in grey."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:27
|
||
msgid "Common error messages"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:32
|
||
msgid "Daily limit reached"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst-1
|
||
msgid "Warning in Odoo upon email limit reached."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:38
|
||
msgid ""
|
||
"Each email service provider has its own email sending limits. The limits may"
|
||
" be daily, hourly, or sometimes, per minute. This is the same for Odoo, "
|
||
"which limits a customer's sending to prevent Odoo's email servers from being"
|
||
" blacklisted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:42
|
||
msgid "Here are the default limits for new databases:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:44
|
||
msgid ""
|
||
"**200 emails per day** for Odoo Online and Odoo.sh databases with an active "
|
||
"subscription."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:45
|
||
msgid "**20 emails per day** for one-app free databases."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:46
|
||
msgid "**50 emails per day** for trial databases."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:47
|
||
msgid ""
|
||
"In the case of migration, the daily limit might be reset to 50 emails per "
|
||
"day."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:49
|
||
msgid "If the daily limit is reached:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:51
|
||
msgid ""
|
||
"Contact the Odoo support team, who may increase the daily limit depending on"
|
||
" the following factors:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:54
|
||
msgid "How many users are in the database?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:55
|
||
msgid "Which apps are installed?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:56
|
||
msgid ""
|
||
"The bounce rate: the percentage of email addresses that did not receive "
|
||
"emails because they were returned by a mail server on its way to the final "
|
||
"recipient."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:59
|
||
msgid ""
|
||
"Use an external outgoing email server to be independent of Odoo's mail limit"
|
||
" (refer to the corresponding :doc:`email documentation "
|
||
"</applications/general/email_communication/email_servers>`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:62
|
||
msgid ""
|
||
"Wait until 11 PM (UTC) for the daily limit to reset, and retry sending the "
|
||
"email. In :ref:`developer mode <developer-mode>`, go to "
|
||
":menuselection:`Settings app --> Technical menu --> Email --> Emails`, then "
|
||
"click the :guilabel:`Retry` button next to an unsent email."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:67
|
||
msgid ""
|
||
"The daily email limit is comprehensive to the database. By default, any "
|
||
"internal message, notification, logged note, etc. counts as an email in the "
|
||
"daily limit if it notifies someone via email. This can be mitigated by "
|
||
"receiving :ref:`notifications in Odoo "
|
||
"<discuss_app/notification_preferences>`, instead of emails."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:73
|
||
msgid "SMTP error"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:75
|
||
msgid ""
|
||
"Simple Mail Transport Protocol (SMTP) error messages explain why an email "
|
||
"wasn't transmitted successfully. :abbr:`SMTP (Simple Mail Transport "
|
||
"Protocol)` is a protocol to describe the email structure, and transmits data"
|
||
" from messages over the Internet. The error messages generated by email "
|
||
"services are helpful tools to diagnose and troubleshoot email problems."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:81
|
||
msgid ""
|
||
"This is an example of a 554 SMTP permanent delivery error: `554: delivery "
|
||
"error: Sorry, your message to ------@yahoo.com cannot be delivered. This "
|
||
"mailbox is disabled (554.30). - mta4471.mail.bf1.yahoo.com --- Below this "
|
||
"line is a copy of the message.`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:85
|
||
msgid ""
|
||
"The debug menu can be used to investigate SMTP sending issues from a "
|
||
"database. To access the menu, :ref:`developer mode <developer-mode>` must be"
|
||
" activated. Once activated, navigate to the :menuselection:`Debug Menu` in "
|
||
"the top right of the menu bar (the :guilabel:`🐞 (bug)` icon), "
|
||
":menuselection:`Debug Menu --> Manage Messages`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:90
|
||
msgid ""
|
||
"The :guilabel:`Manage Messages` menu opens a list of all the messages sent "
|
||
"in a particular record. Within each message there is information on sending,"
|
||
" including the type, and subtype, of the message."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:94
|
||
msgid ""
|
||
"Other information includes to whom the message was sent, and whether Odoo "
|
||
"received a bounce-back message from an email server."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst-1
|
||
msgid "Manage messages menu option on the debug menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:102
|
||
msgid ""
|
||
"A user must be on a view in Odoo that has a chatter in order for the "
|
||
":guilabel:`Manage Messages` menu option to appear."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:106
|
||
msgid "No error populated"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:108
|
||
msgid ""
|
||
"Odoo is not always capable of providing information for the reason it "
|
||
"failed. The different email providers implement a personalized policy of "
|
||
"bounced emails, and it is not always possible for Odoo to interpret it "
|
||
"correctly."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:112
|
||
msgid ""
|
||
"If this is a recurring problem with the same client, or the same domain, do "
|
||
"not hesitate to contact `Odoo Support <https://www.odoo.com/help>`_ for help"
|
||
" in finding a reason."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:116
|
||
msgid ""
|
||
"One of the most common reasons for an email failing to send with no error "
|
||
"message is related to :ref:`SPF <email_communication/spf_compliant>` and/or "
|
||
":ref:`DKIM <email_communication/DKIM_compliant>` configuration. Also, check "
|
||
"to make sure the `mail.bounce.alias` is defined in the *system parameters*. "
|
||
"Access system parameters in :ref:`developer mode <developer-mode>` by "
|
||
"navigating to :menuselection:`Settings app --> Technical menu --> Parameters"
|
||
" --> System Parameters`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:124
|
||
msgid "Email is sent late"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:126
|
||
msgid ""
|
||
"Email campaigns send at a scheduled time, using a delay pre-programed in the"
|
||
" database. Odoo uses a delayed task to send emails that are considered \"not"
|
||
" urgent\" (newsletter formats, such as: mass mailing, marketing automation, "
|
||
"and events). The system utility **cron** can be used to schedule programs to"
|
||
" run automatically at predetermined intervals. Odoo uses that policy in "
|
||
"order to avoid cluttering the mail servers and, instead, prioritizes "
|
||
"individual communication. This **cron** is called :guilabel:`Mail: Email "
|
||
"Queue Manager`, and can be accessed in :ref:`developer mode <developer-"
|
||
"mode>` by going to :menuselection:`Settings app --> Technical menu --> "
|
||
"Automation --> Scheduled Actions`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst-1
|
||
msgid "Email scheduled to be sent later."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:140
|
||
msgid ""
|
||
"What is a **cron**? A cron is an action that Odoo runs in the background to "
|
||
"execute particular code to complete a task."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:144
|
||
msgid ""
|
||
"By default, the *Mass Mailing cron* runs every 60 minutes. This can be "
|
||
"changed to no less than 5 minutes. However, running the action every 5 "
|
||
"minutes would bog down the Odoo database (stress the system), so this is not"
|
||
" recommended. To edit the mass mailing cron, select the scheduled action "
|
||
":guilabel:`Mail: Email Queue Manager`, and proceed to make any necessary "
|
||
"adjustments."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:149
|
||
msgid ""
|
||
"Emails that are considered urgent (communication from one person to another,"
|
||
" such as sales orders, invoices, purchase orders, etc.) are sent "
|
||
"immediately."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:153
|
||
msgid "Incoming emails"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:155
|
||
msgid ""
|
||
"When there is an issue with incoming emails, there might not be an "
|
||
"indication, per se, in Odoo. It is the sending email client, who tries to "
|
||
"contact a database, that will get a bounce-back message (most of the time a "
|
||
":guilabel:`550: mailbox unavailable` error message)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:160
|
||
msgid "Email is not received"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:162
|
||
msgid ""
|
||
"The steps that should be taken depend on the Odoo platform where the "
|
||
"database is hosted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:164
|
||
msgid ""
|
||
"**Odoo.sh** users can find their live logs on the folder :file:`~/logs/`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:166
|
||
msgid ""
|
||
"Logs are a stored collection of all the tasks completed in a database. They "
|
||
"are a text-only representation, complete with timestamps of every action "
|
||
"taken on the Odoo database. This can be helpful to track emails leaving the "
|
||
"database. Failure to send can also be seen by logs that indicate that the "
|
||
"message tried to send repeatedly. Logs will show every action to the email "
|
||
"servers from the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:172
|
||
msgid ""
|
||
"The folder :file:`~/logs/` (accessed by the command line or on the Odoo.sh "
|
||
"dashboard) of an Odoo.sh database contains a list of files containing the "
|
||
"logs of the database. The log files are created everyday at 5:00 AM (UTC)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:177
|
||
msgid ""
|
||
"The two most recent days (today and yesterday) are not compressed, while the"
|
||
" older ones are, in order to save space. The naming of the files for today "
|
||
"and yesterday are respectively: :file:`odoo.log` and :file:`odoo.log.1`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:181
|
||
msgid ""
|
||
"For the following days, they are named with their dates, and then "
|
||
"compressed. Use the command :command:`grep` and :command:`zgrep` (for the "
|
||
"compressed ones) to search through the files."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:185
|
||
msgid ""
|
||
"For more information on logs and how to access them via the Odoo.sh "
|
||
"dashboard, see :ref:`this administration documentation <odoosh/logs>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:188
|
||
msgid ""
|
||
"For more information on accessing logs via the command line visit :ref:`this"
|
||
" developer documentation <reference/cmdline/server/logging>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:191
|
||
msgid ""
|
||
"**Odoo Online** users won't have access to the logs. However `Odoo Support "
|
||
"<https://www.odoo.com/help>`_ can be contacted if there is a recurring issue"
|
||
" with the same client or domain."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:196
|
||
msgid "Get help from Odoo support"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:198
|
||
msgid ""
|
||
"In order to get helped efficiently, please provide as much information as "
|
||
"possible. Here is a list of what can be helpful when reaching out to the "
|
||
"Odoo Support team about an issue:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:201
|
||
msgid ""
|
||
"Send a copy of the email headers. The `.EML` file (or **headers**) of the "
|
||
"email is the file format containing all the technical information required "
|
||
"for an investigation. The documentation from the email provider might "
|
||
"explain how to access the EML file/header files. Once the headers of the "
|
||
"email are obtained, adding it into the Odoo Support ticket is the most "
|
||
"efficient way for the Odoo Support team to investigate."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:208
|
||
msgid ""
|
||
"`Gmail documentation on headers "
|
||
"<https://support.google.com/mail/answer/29436>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:209
|
||
msgid ""
|
||
"`Outlook documentation on headers <https://support.microsoft.com/en-"
|
||
"us/office/view-internet-message-headers-in-outlook-"
|
||
"cd039382-dc6e-4264-ac74-c048563d212c#tab=Web>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:212
|
||
msgid ""
|
||
"Explain the exact flow that is being followed to normally receive those "
|
||
"emails in Odoo. Here are examples of questions whose answers can be useful:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:215
|
||
msgid "Is this a notification message from a reply being received in Odoo?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:216
|
||
msgid "Is this a message being sent from the Odoo database?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:217
|
||
msgid ""
|
||
"Is there an incoming email server being used, or is the email somehow being "
|
||
"redirected?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:218
|
||
msgid "Is there an example of an email that has been correctly forwarded?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:220
|
||
msgid "Provide answers to the following questions:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:222
|
||
msgid ""
|
||
"Is it a generic issue, or is it specific to a use case? If specific to a use"
|
||
" case, which one exactly?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:224
|
||
msgid ""
|
||
"Is it working as expected? In case the email is sent using Odoo, the bounce "
|
||
"email should reach the Odoo database, and display the :ref:`red envelope "
|
||
"<red_envelop>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:228
|
||
msgid ""
|
||
"The bounce system parameter needs to be set in the technical settings in "
|
||
"order for the database to correctly receive bounce messages. To access this "
|
||
"setting, go to :menuselection:`Settings app --> Technical menu --> "
|
||
"Parameters --> System Parameters`. Then select the parameter name "
|
||
":guilabel:`mail.bounce.alias` and set the value to `bounce` if it isn't "
|
||
"already set."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:3
|
||
msgid "Export and import data"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:8
|
||
msgid "Export data from Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:10
|
||
msgid ""
|
||
"When working with a database, it sometimes is necessary to export your data "
|
||
"in a distinct file. Doing so can help to do reporting over your activities "
|
||
"(even if Odoo offers a precise and easy reporting tool with each available "
|
||
"application)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:14
|
||
msgid ""
|
||
"With Odoo, you can export the values from any field in any record. To do so,"
|
||
" activate the list view on the items that need to be exported, click on "
|
||
"*Action*, and, then, on *Export*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst-1
|
||
msgid "view of the different things to enable/click to export data"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:22
|
||
msgid ""
|
||
"Pretty simple, this action still comes with some specificities. In fact, "
|
||
"when clicking on *Export*, a pop-up window appears with several options for "
|
||
"the data to export:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst-1
|
||
msgid ""
|
||
"overview of all the options to take into account when exporting data in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:30
|
||
msgid ""
|
||
"With the *I want to update data* option ticked, the system only shows the "
|
||
"fields which can be imported. This is very helpful in case you want to "
|
||
"update existing records. Basically, this works like a filter. Leaving the "
|
||
"box unticked gives way more field options because it shows all the fields, "
|
||
"not just the ones which can be imported."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:36
|
||
msgid ""
|
||
"When exporting, you can choose between two formats: .csv and .xls. With "
|
||
".csv, items are separated with a comma, while .xls holds information about "
|
||
"all the worksheets in a file, including both content and formatting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:39
|
||
msgid ""
|
||
"Those are the items you may want to export. Use the arrows to display more "
|
||
"sub-field options. Of course, you can use the search bar to find specific "
|
||
"fields more easily. To use the search option more efficiently, display all "
|
||
"the fields by clicking on all the arrows!"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:44
|
||
msgid "The + button is there to add fields to the \"to export\" list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:45
|
||
msgid ""
|
||
"The \"handles\" next to the selected fields allow you to move the fields up "
|
||
"and down to change the order in which they must be displayed in the exported"
|
||
" file."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:48
|
||
msgid "The trashcan is there if you need to remove fields."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:49
|
||
msgid ""
|
||
"For recurring reports, it might be interesting to save export presets. "
|
||
"Select all the needed ones and click on the template bar. There, click on "
|
||
"*New template* and give a name to yours. The next time you need to export "
|
||
"the same list, simply select the related template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:56
|
||
msgid ""
|
||
"It’s good to keep the field’s external identifier in mind. For example, "
|
||
"*Related Company* is equal to *parent_id*. Doing so helps export only what "
|
||
"you would like to import next."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:63
|
||
msgid "Import data into Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:66
|
||
msgid "How to start"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:68
|
||
msgid ""
|
||
"You can import data on any Odoo's business object using either Excel (.xlsx)"
|
||
" or CSV (.csv) formats: contacts, products, bank statements, journal entries"
|
||
" and even orders!"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:72
|
||
msgid ""
|
||
"Open the view of the object you want to populate and click on "
|
||
":menuselection:`Favorites --> Import records`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:78
|
||
msgid ""
|
||
"There you are provided with templates you can easily populate with your own "
|
||
"data. Such templates can be imported in one click; The data mapping is "
|
||
"already done."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:83
|
||
msgid "How to adapt the template"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:85
|
||
msgid "Add, remove and sort columns to fit at best your data structure."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:86
|
||
msgid "We advise to not remove the **ID** one (see why in the next section)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:87
|
||
#: ../../content/applications/general/export_import_data.rst:376
|
||
msgid ""
|
||
"Set a unique ID to every single record by dragging down the ID sequencing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:92
|
||
msgid ""
|
||
"When you add a new column, Odoo might not be able to map it automatically if"
|
||
" its label doesn't fit any field in Odoo. Don't worry! You can map new "
|
||
"columns manually when you test the import. Search the list for the "
|
||
"corresponding field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:100
|
||
msgid ""
|
||
"Then, use this field's label in your file in order to make it work straight "
|
||
"on the very next time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:104
|
||
msgid "How to import from another application"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:106
|
||
msgid ""
|
||
"In order to re-create relationships between different records, you should "
|
||
"use the unique identifier from the original application and map it to the "
|
||
"**ID** (External ID) column in Odoo. When you import another record that "
|
||
"links to the first one, use **XXX/ID** (XXX/External ID) to the original "
|
||
"unique identifier. You can also find this record using its name but you will"
|
||
" be stuck if at least 2 records have the same name."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:114
|
||
msgid ""
|
||
"The **ID** will also be used to update the original import if you need to "
|
||
"re-import modified data later, it's thus good practice to specify it "
|
||
"whenever possible."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:120
|
||
msgid "I cannot find the field I want to map my column to"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:122
|
||
msgid ""
|
||
"Odoo tries to find with some heuristic, based on the first ten lines of the "
|
||
"files, the type of field for each column inside your file. For example if "
|
||
"you have a column only containing numbers, only the fields that are of type "
|
||
"*Integer* will be displayed for you to choose from. While this behavior "
|
||
"might be good and easy for most cases, it is also possible that it goes "
|
||
"wrong or that you want to map your column to a field that is not proposed by"
|
||
" default."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:131
|
||
msgid ""
|
||
"If that happens, you just have to check the ** Show fields of relation "
|
||
"fields (advanced)** option, you will then be able to choose from the "
|
||
"complete list of fields for each column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:139
|
||
msgid "Where can I change the date import format?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:141
|
||
msgid ""
|
||
"Odoo can automatically detect if a column is a date, and it will try to "
|
||
"guess the date format from a set of most commonly used date formats. While "
|
||
"this process can work for many date formats, some date formats will not be "
|
||
"recognized. This can cause confusion due to day-month inversions; it is "
|
||
"difficult to guess which part of a date format is the day and which part is "
|
||
"the month in a date such as '01-03-2016'."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:147
|
||
msgid ""
|
||
"To view which date format Odoo has found from your file you can check the "
|
||
"**Date Format** that is shown when clicking on **Options** under the file "
|
||
"selector. If this format is incorrect you can change it to your liking using"
|
||
" the *ISO 8601* to define the format."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:152
|
||
msgid ""
|
||
"If you are importing an excel (.xls, .xlsx) file, you can use date cells to "
|
||
"store dates as the display of dates in excel is different from the way it is"
|
||
" stored. That way you will be sure that the date format is correct in Odoo "
|
||
"whatever your locale date format is."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:157
|
||
msgid "Can I import numbers with currency sign (e.g.: $32.00)?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:159
|
||
msgid ""
|
||
"Yes, we fully support numbers with parenthesis to represent negative sign as"
|
||
" well as numbers with currency sign attached to them. Odoo also "
|
||
"automatically detect which thousand/decimal separator you use (you can "
|
||
"change those under **options**). If you use a currency symbol that is not "
|
||
"known to Odoo, it might not be recognized as a number though and it will "
|
||
"crash."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:164
|
||
msgid ""
|
||
"Examples of supported numbers (using thirty-two thousands as an example):"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:166
|
||
msgid "32.000,00"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:167
|
||
msgid "32000,00"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:168
|
||
msgid "32,000.00"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:169
|
||
msgid "-32000.00"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:170
|
||
msgid "(32000.00)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:171
|
||
msgid "$ 32.000,00"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:172
|
||
msgid "(32000.00 €)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:174
|
||
msgid "Example that will not work:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:176
|
||
msgid "ABC 32.000,00"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:177
|
||
msgid "$ (32.000,00)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:180
|
||
msgid "What can I do when the Import preview table isn't displayed correctly?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:182
|
||
msgid ""
|
||
"By default the Import preview is set on commas as field separators and "
|
||
"quotation marks as text delimiters. If your csv file does not have these "
|
||
"settings, you can modify the File Format Options (displayed under the Browse"
|
||
" CSV file bar after you select your file)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:186
|
||
msgid ""
|
||
"Note that if your CSV file has a tabulation as separator, Odoo will not "
|
||
"detect the separations. You will need to change the file format options in "
|
||
"your spreadsheet application. See the following question."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:191
|
||
msgid ""
|
||
"How can I change the CSV file format options when saving in my spreadsheet "
|
||
"application?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:193
|
||
msgid ""
|
||
"If you edit and save CSV files in spreadsheet applications, your computer's "
|
||
"regional settings will be applied for the separator and delimiter. We "
|
||
"suggest you use OpenOffice or LibreOffice Calc as they will allow you to "
|
||
"modify all three options (in :menuselection:`'Save As' dialog box --> Check "
|
||
"the box 'Edit filter settings' --> Save`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:198
|
||
msgid ""
|
||
"Microsoft Excel will allow you to modify only the encoding when saving (in "
|
||
":menuselection:`'Save As' dialog box --> click 'Tools' dropdown list --> "
|
||
"Encoding tab`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:202
|
||
msgid "What's the difference between Database ID and External ID?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:204
|
||
msgid ""
|
||
"Some fields define a relationship with another object. For example, the "
|
||
"country of a contact is a link to a record of the 'Country' object. When you"
|
||
" want to import such fields, Odoo will have to recreate links between the "
|
||
"different records. To help you import such fields, Odoo provides three "
|
||
"mechanisms. You must use one and only one mechanism per field you want to "
|
||
"import."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:209
|
||
msgid ""
|
||
"For example, to reference the country of a contact, Odoo proposes you 3 "
|
||
"different fields to import:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:211
|
||
msgid "Country: the name or code of the country"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:212
|
||
msgid ""
|
||
"Country/Database ID: the unique Odoo ID for a record, defined by the ID "
|
||
"postgresql column"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:213
|
||
msgid ""
|
||
"Country/External ID: the ID of this record referenced in another application"
|
||
" (or the .XML file that imported it)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:216
|
||
msgid "For the country Belgium, you can use one of these 3 ways to import:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:218
|
||
msgid "Country: Belgium"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:219
|
||
msgid "Country/Database ID: 21"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:220
|
||
msgid "Country/External ID: base.be"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:222
|
||
msgid ""
|
||
"According to your need, you should use one of these 3 ways to reference "
|
||
"records in relations. Here is when you should use one or the other, "
|
||
"according to your need:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:225
|
||
msgid ""
|
||
"Use Country: This is the easiest way when your data come from CSV files that"
|
||
" have been created manually."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:227
|
||
msgid ""
|
||
"Use Country/Database ID: You should rarely use this notation. It's mostly "
|
||
"used by developers as it's main advantage is to never have conflicts (you "
|
||
"may have several records with the same name, but they always have a unique "
|
||
"Database ID)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:230
|
||
msgid ""
|
||
"Use Country/External ID: Use External ID when you import data from a third "
|
||
"party application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:232
|
||
msgid ""
|
||
"When you use External IDs, you can import CSV files with the \"External ID\""
|
||
" column to define the External ID of each record you import. Then, you will "
|
||
"be able to make a reference to that record with columns like "
|
||
"\"Field/External ID\". The following two CSV files give you an example for "
|
||
"Products and their Categories."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:237
|
||
msgid ""
|
||
":download:`CSV file for categories "
|
||
"<export_import_data/External_id_3rd_party_application_product_categories.csv>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:240
|
||
msgid ""
|
||
":download:`CSV file for Products "
|
||
"<export_import_data/External_id_3rd_party_application_products.csv>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:244
|
||
msgid "What can I do if I have multiple matches for a field?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:246
|
||
msgid ""
|
||
"If for example you have two product categories with the child name "
|
||
"\"Sellable\" (ie. \"Misc. Products/Sellable\" & \"Other "
|
||
"Products/Sellable\"), your validation is halted but you may still import "
|
||
"your data. However, we recommend you do not import the data because they "
|
||
"will all be linked to the first 'Sellable' category found in the Product "
|
||
"Category list (\"Misc. Products/Sellable\"). We recommend you modify one of "
|
||
"the duplicates' values or your product category hierarchy."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:252
|
||
msgid ""
|
||
"However if you do not wish to change your configuration of product "
|
||
"categories, we recommend you use make use of the external ID for this field "
|
||
"'Category'."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:256
|
||
msgid ""
|
||
"How can I import a many2many relationship field (e.g. a customer that has "
|
||
"multiple tags)?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:258
|
||
msgid ""
|
||
"The tags should be separated by a comma without any spacing. For example, if"
|
||
" you want your customer to be linked to both tags 'Manufacturer' and "
|
||
"'Retailer' then you will encode \"Manufacturer,Retailer\" in the same column"
|
||
" of your CSV file."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:262
|
||
msgid ""
|
||
":download:`CSV file for Manufacturer, Retailer "
|
||
"<export_import_data/m2m_customers_tags.csv>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:266
|
||
msgid ""
|
||
"How can I import a one2many relationship (e.g. several Order Lines of a "
|
||
"Sales Order)?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:268
|
||
msgid ""
|
||
"If you want to import sales order having several order lines; for each order"
|
||
" line, you need to reserve a specific row in the CSV file. The first order "
|
||
"line will be imported on the same row as the information relative to order. "
|
||
"Any additional lines will need an additional row that does not have any "
|
||
"information in the fields relative to the order. As an example, here is "
|
||
"``purchase.order_functional_error_line_cant_adpat.CSV`` file of some "
|
||
"quotations you can import, based on demo data."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:275
|
||
msgid ""
|
||
":download:`File for some Quotations "
|
||
"<export_import_data/purchase.order_functional_error_line_cant_adpat.csv>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:277
|
||
msgid ""
|
||
"The following CSV file shows how to import purchase orders with their "
|
||
"respective purchase order lines:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:280
|
||
msgid ""
|
||
":download:`Purchase orders with their respective purchase order lines "
|
||
"<export_import_data/o2m_purchase_order_lines.csv>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:282
|
||
msgid ""
|
||
"The following CSV file shows how to import customers and their respective "
|
||
"contacts:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:284
|
||
msgid ""
|
||
":download:`Customers and their respective contacts "
|
||
"<export_import_data/o2m_customers_contacts.csv>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:287
|
||
msgid "Can I import several times the same record?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:289
|
||
msgid ""
|
||
"If you import a file that contains one of the column \"External ID\" or "
|
||
"\"Database ID\", records that have already been imported will be modified "
|
||
"instead of being created. This is very useful as it allows you to import "
|
||
"several times the same CSV file while having made some changes in between "
|
||
"two imports. Odoo will take care of creating or modifying each record "
|
||
"depending if it's new or not."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:294
|
||
msgid ""
|
||
"This feature allows you to use the Import/Export tool of Odoo to modify a "
|
||
"batch of records in your favorite spreadsheet application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:298
|
||
msgid "What happens if I do not provide a value for a specific field?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:300
|
||
msgid ""
|
||
"If you do not set all fields in your CSV file, Odoo will assign the default "
|
||
"value for every non defined fields. But if you set fields with empty values "
|
||
"in your CSV file, Odoo will set the EMPTY value in the field, instead of "
|
||
"assigning the default value."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:305
|
||
msgid "How to export/import different tables from an SQL application to Odoo?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:307
|
||
msgid ""
|
||
"If you need to import data from different tables, you will have to recreate "
|
||
"relations between records belonging to different tables. (e.g. if you import"
|
||
" companies and persons, you will have to recreate the link between each "
|
||
"person and the company they work for)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:311
|
||
msgid ""
|
||
"To manage relations between tables, you can use the \"External ID\" "
|
||
"facilities of Odoo. The \"External ID\" of a record is the unique identifier"
|
||
" of this record in another application. This \"External ID\" must be unique "
|
||
"across all the records of all objects, so it's a good practice to prefix "
|
||
"this \"External ID\" with the name of the application or table. (like "
|
||
"'company_1', 'person_1' instead of '1')"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:317
|
||
msgid ""
|
||
"As an example, suppose you have a SQL database with two tables you want to "
|
||
"import: companies and persons. Each person belong to one company, so you "
|
||
"will have to recreate the link between a person and the company he work for."
|
||
" (If you want to test this example, here is a :download:`dump of such a "
|
||
"PostgreSQL database <export_import_data/database_import_test.sql>`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:322
|
||
msgid ""
|
||
"We will first export all companies and their \"External ID\". In PSQL, write"
|
||
" the following command:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:328
|
||
msgid "This SQL command will create the following CSV file:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:337
|
||
msgid ""
|
||
"To create the CSV file for persons, linked to companies, we will use the "
|
||
"following SQL command in PSQL:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:343
|
||
msgid "It will produce the following CSV file:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:353
|
||
msgid ""
|
||
"As you can see in this file, Fabien and Laurence are working for the Bigees "
|
||
"company (company_1) and Eric is working for the Organi company. The relation"
|
||
" between persons and companies is done using the External ID of the "
|
||
"companies. We had to prefix the \"External ID\" by the name of the table to "
|
||
"avoid a conflict of ID between persons and companies (person_1 and company_1"
|
||
" who shared the same ID 1 in the original database)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:359
|
||
msgid ""
|
||
"The two files produced are ready to be imported in Odoo without any "
|
||
"modifications. After having imported these two CSV files, you will have 4 "
|
||
"contacts and 3 companies. (the firsts two contacts are linked to the first "
|
||
"company). You must first import the companies and then the persons."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:364
|
||
msgid "How to adapt an import template"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:366
|
||
msgid ""
|
||
"Import templates are provided in the import tool of the most common data to "
|
||
"import (contacts, products, bank statements, etc.). You can open them with "
|
||
"any spreadsheets software (Microsoft Office, OpenOffice, Google Drive, "
|
||
"etc.)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:372
|
||
msgid "How to customize the file"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:374
|
||
msgid ""
|
||
"Remove columns you don't need. We advise to not remove the *ID* one (see why"
|
||
" here below)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:381
|
||
msgid ""
|
||
"When you add a new column, Odoo might not be able to map it automatically if"
|
||
" its label doesn't fit any field of the system. If so, find the "
|
||
"corresponding field using the search."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:388
|
||
msgid ""
|
||
"Then, use the label you found in your import template in order to make it "
|
||
"work straight away the very next time you try to import."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:392
|
||
msgid "Why an “ID” column"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:394
|
||
msgid ""
|
||
"The **ID** (External ID) is an unique identifier for the line item. Feel "
|
||
"free to use the one of your previous software to ease the transition to "
|
||
"Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:397
|
||
msgid ""
|
||
"Setting an ID is not mandatory when importing but it helps in many cases:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:399
|
||
msgid ""
|
||
"Update imports: you can import the same file several times without creating "
|
||
"duplicates;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:400
|
||
msgid "Import relation fields (see here below)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:403
|
||
msgid "How to import relation fields"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:405
|
||
msgid ""
|
||
"An Odoo object is always related to many other objects (e.g. a product is "
|
||
"linked to product categories, attributes, vendors, etc.). To import those "
|
||
"relations you need to import the records of the related object first from "
|
||
"their own list menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:409
|
||
msgid ""
|
||
"You can do it using either the name of the related record or its ID. The ID "
|
||
"is expected when two records have the same name. In such a case add \" / "
|
||
"ID\" at the end of the column title (e.g. for product attributes: Product "
|
||
"Attributes / Attribute / ID)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/geolocation.rst:3
|
||
msgid "Geolocation"
|
||
msgstr "Vị trí Địa lý"
|
||
|
||
#: ../../content/applications/general/geolocation.rst:5
|
||
msgid ""
|
||
"You can locate contacts or places and generate routes on a map in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/geolocation.rst-1
|
||
msgid "Map displaying a contact's location."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/geolocation.rst:10
|
||
msgid ""
|
||
"To use the feature, open the :guilabel:`Settings` app, and, under the "
|
||
":guilabel:`Integrations`, section, activate :guilabel:`Geo Localization`. "
|
||
"Then, choose between using the OpenStreetMap or Google Places API."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/geolocation.rst:14
|
||
msgid "**OpenStreetMap**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/geolocation.rst:16
|
||
msgid ""
|
||
"OpenStreetMap is a free, open geographic database updated and maintained by "
|
||
"volunteers. To use it, select :guilabel:`Open Street Map`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/geolocation.rst:20
|
||
msgid ""
|
||
"OpenStreetMap might not always be accurate. You can `join the OpenStreetMap "
|
||
"community <https://www.openstreetmap.org/fixthemap>`_ to fix any issues "
|
||
"encountered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/geolocation.rst:23
|
||
msgid "**Google Places API map**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/geolocation.rst:25
|
||
msgid ""
|
||
"The Google Places API map provides detailed info on places, businesses, and "
|
||
"points of interest. It supports location-based features like search, "
|
||
"navigation, and recommendations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/geolocation.rst:29
|
||
msgid ""
|
||
"Using the Google Places API could require `payment to Google "
|
||
"<https://mapsplatform.google.com/pricing/>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/geolocation.rst:32
|
||
msgid ""
|
||
"To use it, select :guilabel:`Google Place Map` and enter your :ref:`API Key "
|
||
"<address_autocomplete/generate_api_key>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/geolocation.rst-1
|
||
msgid "Google Places API key"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/geolocation.rst:39
|
||
msgid ""
|
||
":doc:`../../applications/websites/website/configuration/address_autocomplete`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:3
|
||
msgid "In-app purchase (IAP)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:7
|
||
msgid ""
|
||
"In-app purchases (IAP) are optional services that enhance Odoo databases. "
|
||
"Each service provides its own specific features and functionality. A full "
|
||
"list of services is available on the `Odoo IAP Catalog "
|
||
"<https://iap.odoo.com/iap/all-in-app-services>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst-1
|
||
msgid "The IAP catalog with various services available on IAP.Odoo.com."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:16
|
||
msgid ""
|
||
"The :guilabel:`SMS` service sends text messages to contacts directly from "
|
||
"the database, and the :guilabel:`Documents Digitization` service digitizes "
|
||
"scanned or PDF vendor bills, expenses, and resumes with optical character "
|
||
"recognition (OCR) and artificial intelligence (AI)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:20
|
||
msgid ""
|
||
"|IAP| services do **not** need to be configured or set up before use. Odoo "
|
||
"users can simply click on the service in the app to activate it. However, "
|
||
"each service requires its own prepaid credits, and when they run out, users "
|
||
"**must** :ref:`buy more <iap/buying_credits>` in order to keep using it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:25
|
||
msgid ""
|
||
"Users with an Enterprise version of Odoo Online get free credits to test IAP"
|
||
" features."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:30
|
||
msgid "IAP services"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:32
|
||
msgid ""
|
||
"|IAP| services are provided by Odoo, as well as third-parties, and have a "
|
||
"wide range of uses."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:34
|
||
msgid "The following |IAP| services are provided by Odoo:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:36
|
||
msgid ""
|
||
":guilabel:`Documents Digitization`: digitizes scanned or PDF vendor bills, "
|
||
"expenses, and resumes with OCR and AI."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:38
|
||
msgid ""
|
||
":guilabel:`Partner Autocomplete`: automatically populates contact records "
|
||
"with corporate data."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:39
|
||
msgid ""
|
||
":guilabel:`SMS`: sends SMS text messages to contacts directly from the "
|
||
"database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:40
|
||
msgid ""
|
||
":guilabel:`Lead Generation`: generates leads based on a set of criteria, and"
|
||
" converts web visitors into quality leads and opportunities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:42
|
||
msgid ""
|
||
":guilabel:`Snailmail`: sends customer invoices and follow-up reports by "
|
||
"post, worldwide."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:44
|
||
msgid ""
|
||
"For more information on every service currently available, visit the `Odoo "
|
||
"IAP Catalog <https://iap.odoo.com/iap/all-in-app-services>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:48
|
||
msgid "Use IAP services"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:50
|
||
msgid ""
|
||
"|IAP| services are automatically integrated with Odoo, and do **not** "
|
||
"require users to configure any settings. To use a service, simply interact "
|
||
"with it wherever it appears in the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:54
|
||
msgid ""
|
||
"The following flow focuses on the *SMS* |IAP| service being used from a "
|
||
"contact's record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:56
|
||
msgid ""
|
||
"This can be done by clicking the :guilabel:`📱 (phone) SMS` icon within the "
|
||
"database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst-1
|
||
msgid ""
|
||
"The SMS icon on a typical contact information form located within an Odoo "
|
||
"database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:62
|
||
msgid ""
|
||
"One way to utilize the *SMS* |IAP| service with Odoo is showcased in the "
|
||
"following steps:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:64
|
||
msgid ""
|
||
"Navigate to the :menuselection:`Contacts application`, and click on a "
|
||
"contact with a mobile phone number entered in either the :guilabel:`Phone` "
|
||
"or :guilabel:`Mobile` field of the contact form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:67
|
||
msgid ""
|
||
"Hover the mouse over the :guilabel:`Phone` or :guilabel:`Mobile` field, and "
|
||
"a :guilabel:`📱 (phone) SMS` icon appears to the right."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:69
|
||
msgid ""
|
||
"Click the :guilabel:`📱 (phone) SMS` icon, and a :guilabel:`Send SMS Text "
|
||
"Message` pop-up window appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:71
|
||
msgid ""
|
||
"Type a message in the :guilabel:`Message` field of the :guilabel:`Send SMS "
|
||
"Text Message` pop-up window. Then, click the :guilabel:`Send SMS` button. "
|
||
"Odoo then sends the message, via SMS, to the contact, and logs what was sent"
|
||
" in the *chatter* of the contact's form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:75
|
||
msgid ""
|
||
"Upon sending the SMS message, the prepaid credits for the *SMS* |IAP| "
|
||
"service are automatically deducted from the existing credits. If there are "
|
||
"not enough credits to send the message, Odoo prompts the user to purchase "
|
||
"more."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:80
|
||
msgid ""
|
||
"For more information on how to use various |IAP| services, and for more in-"
|
||
"depth instructions related to SMS functionality in Odoo, review the "
|
||
"documentation below:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:83
|
||
msgid ":doc:`Lead mining </applications/sales/crm/acquire_leads/lead_mining>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:84
|
||
msgid ""
|
||
":doc:`Enrich your contacts base with Partner Autocomplete "
|
||
"</applications/sales/crm/optimize/partner_autocomplete>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:86
|
||
msgid ""
|
||
":doc:`SMS essentials "
|
||
"</applications/marketing/sms_marketing/essentials/sms_essentials>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:91
|
||
msgid "IAP credits"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:93
|
||
msgid ""
|
||
"Every time an |IAP| service is used, the prepaid credits for that service "
|
||
"are spent. Odoo prompts the purchase of more credits when there are not "
|
||
"enough credits left to continue using a service. Email alerts can also be "
|
||
"set up for when :ref:`credits are low <in_app_purchase/low-credits>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:97
|
||
msgid ""
|
||
"Credits are purchased in *Packs* from the `Odoo IAP Catalog "
|
||
"<https://iap.odoo.com/iap/all-in-app-services>`_, and pricing is specific to"
|
||
" each service."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:101
|
||
msgid ""
|
||
"The `SMS service <https://iap.odoo.com/iap/in-app-services/1>`_ has four "
|
||
"packs available, in denominations of:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:104
|
||
msgid ":guilabel:`Starter Pack`: 10 credits"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:105
|
||
msgid ":guilabel:`Standard Pack`: 100 credits"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:106
|
||
msgid ":guilabel:`Advanced Pack`: 500 credits"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:107
|
||
msgid ":guilabel:`Expert Pack`: 1,000 credits"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst-1
|
||
msgid "Four different packs of credits for the SMS IAP service."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:113
|
||
msgid ""
|
||
"The number of credits consumed depends on the length of the SMS and the "
|
||
"country of destination."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:115
|
||
msgid ""
|
||
"For more information, refer to the :doc:`SMS Pricing and FAQ "
|
||
"</applications/marketing/sms_marketing/pricing/pricing_and_faq>` "
|
||
"documentation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:121
|
||
msgid "Buy credits"
|
||
msgstr "Buy credits"
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:123
|
||
msgid ""
|
||
"If there are not enough credits to perform a task, the database "
|
||
"automatically prompts the purchase of more credits."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:126
|
||
msgid ""
|
||
"Users can check the current balance of credits for each service, and "
|
||
"manually purchase more credits, by navigating to the "
|
||
":menuselection:`Settings app --> Search IAP --> View My Services`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:129
|
||
#: ../../content/applications/general/in_app_purchase.rst:146
|
||
msgid ""
|
||
"Doing so reveals an :guilabel:`IAP Account` page, listing the various |IAP| "
|
||
"services in the database. From here, click an |IAP| service to open its "
|
||
":guilabel:`Account Information` page, where additional credits can be "
|
||
"purchased."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:134
|
||
msgid "Manually buy credits"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:136
|
||
msgid "To manually buy credits in Odoo, follow these steps:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:138
|
||
#: ../../content/applications/general/in_app_purchase.rst:173
|
||
msgid "Go to the :menuselection:`Settings application`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:139
|
||
#: ../../content/applications/general/in_app_purchase.rst:174
|
||
msgid "Type `IAP` in the search bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:140
|
||
#: ../../content/applications/general/in_app_purchase.rst:175
|
||
msgid "Click :guilabel:`View My Services`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:0
|
||
msgid ""
|
||
"The Settings app showing the Odoo IAP heading and View My Services button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:149
|
||
msgid ""
|
||
"On the :guilabel:`Account Information` page, click the :guilabel:`Buy "
|
||
"Credit` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:0
|
||
msgid ""
|
||
"The Account Information page for an IAP service showing the Buy Credit "
|
||
"button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:155
|
||
msgid ""
|
||
"Doing so loads a :guilabel:`Buy Credits for (IAP Account)` page in a new "
|
||
"tab. From here, click :guilabel:`Buy` on the desired pack of credits. Then, "
|
||
"follow the prompts to enter payment details, and confirm the order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:0
|
||
msgid ""
|
||
"The SMS service page on IAP.Odoo.com with four packs of credits available "
|
||
"for purchase."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:163
|
||
msgid ""
|
||
"Once the transaction is complete, the credits are available for use in the "
|
||
"database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:168
|
||
msgid "Low-credit notification"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:170
|
||
msgid ""
|
||
"It is possible to be notified when credits are low, in order to avoid "
|
||
"running out of credits, while using an |IAP| service. To do that, follow "
|
||
"this process:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:176
|
||
msgid ""
|
||
"The available |IAP| accounts appear in a list view on the :guilabel:`IAP "
|
||
"Account` page. From here, click on the desired |IAP| account to view that "
|
||
"service's :guilabel:`Account Information` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:179
|
||
msgid ""
|
||
"On the :guilabel:`Account Information` page, tick the :guilabel:`Warn Me` "
|
||
"box. Doing so reveals two fields on the form: :guilabel:`Threshold` and "
|
||
":guilabel:`Warning Email`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:0
|
||
msgid ""
|
||
"Odoo will send an email alert when credits for this service fall below the "
|
||
"threshold."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:186
|
||
msgid ""
|
||
"In the :guilabel:`Threshold` field, enter an amount of credits Odoo should "
|
||
"use as the minimum threshold for this service."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:188
|
||
msgid ""
|
||
"In the :guilabel:`Warning Email` field, enter the email address that should "
|
||
"receive the notification."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:191
|
||
msgid ""
|
||
"Odoo sends a low-credit alert to the :guilabel:`Warning Email` when the "
|
||
"balance of credits falls below the amount listed as the "
|
||
":guilabel:`Threshold`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:3
|
||
msgid "Reporting"
|
||
msgstr "Báo cáo"
|
||
|
||
#: ../../content/applications/general/reporting.rst:5
|
||
msgid ""
|
||
"You can find several reports under the :guilabel:`Reporting` menu of most "
|
||
"apps that let you analyze and visualize the data of your records."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:11
|
||
msgid "Selecting a view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:13
|
||
msgid ""
|
||
"Depending on the report, Odoo can display the data in various ways. "
|
||
"Sometimes, a unique view fully tailored to the report is available, while "
|
||
"several views are available for others. However, two generic views are "
|
||
"dedicated to reporting: the graph and pivot views."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:20
|
||
msgid "Graph view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:22
|
||
msgid ""
|
||
"The :ref:`graph view <reporting/using-graph>` is used to visualize your "
|
||
"records' data, helping you identify patterns and trends. The view is often "
|
||
"found under the :guilabel:`Reporting` menu of apps but can be found "
|
||
"elsewhere. Click the **graph view button** located at the top right to "
|
||
"access it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst-1
|
||
msgid "Selecting the graph view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:33
|
||
msgid "Pivot view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:35
|
||
msgid ""
|
||
"The :ref:`pivot view <reporting/using-pivot>` is used to aggregate your "
|
||
"records' data and break it down for analysis. The view is often found under "
|
||
"the :guilabel:`Reporting` menu of apps but can be found elsewhere. Click the"
|
||
" **pivot view button** located at the top right to access it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst-1
|
||
msgid "Selecting the pivot view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:45
|
||
msgid "Choosing measures"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:47
|
||
msgid ""
|
||
"After selecting a view, you should ensure only the relevant records are "
|
||
":doc:`filtered <search>`. Next, you should choose what is measured. By "
|
||
"default, a measure is always selected. If you wish to edit it, click "
|
||
":guilabel:`Measures` and choose one or, only for pivots, multiple measures."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:52
|
||
msgid ""
|
||
"When you select a measure, Odoo aggregates the values recorded on that field"
|
||
" for the filtered records. Only numerical fields (:ref:`integer "
|
||
"<studio/fields/simple-fields/integer>`, :ref:`decimal <studio/fields/simple-"
|
||
"fields/decimal>`, :ref:`monetary <studio/fields/simple-fields/monetary>`) "
|
||
"can be measured. In addition, the :guilabel:`Count` option is used to count "
|
||
"the total number of filtered records."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:58
|
||
msgid ""
|
||
"After choosing what you want to measure, you can define how the data should "
|
||
"be :ref:`grouped <search/group>` depending on the dimension you want to "
|
||
"analyze. By default, the data is often grouped by *Date > Month*, which is "
|
||
"used to analyze the evolution of a measure over the months."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:63
|
||
msgid ""
|
||
"When you filter a single time period, the option to compare it against "
|
||
"another one appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:0
|
||
msgid "Using the comparison option"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:72
|
||
msgid "Select measures"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:74
|
||
msgid ""
|
||
"Among other measures, you could add the :guilabel:`Margin` and "
|
||
":guilabel:`Count` measures to the Sales Analysis report. By default, the "
|
||
":guilabel:`Untaxed Amount` measure is selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:0
|
||
msgid "Selecting different measures on the Sales Analysis report"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:81
|
||
msgid "Group measures"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:83
|
||
msgid ""
|
||
"You could group the measures by :guilabel:`Product Category` at the level of"
|
||
" rows on the previous Sales Analysis report example."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:0
|
||
msgid "Adding a group on the Sales Analysis report"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:92
|
||
msgid "Using the pivot view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:94
|
||
msgid ""
|
||
"Grouping data is quintessential to the pivot view. It enables drilling down "
|
||
"the data to gain deeper insights. While you can use the :guilabel:`Group By`"
|
||
" option to quickly add a group at the level of rows, as shown in the example"
|
||
" above, you can also click the plus button (:guilabel:`➕`) next to the "
|
||
":guilabel:`Total` header at the level of rows *and* columns, and then select"
|
||
" one of the **preconfigured groups**. To remove one, click the minus button "
|
||
"(:guilabel:`➖`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:100
|
||
msgid ""
|
||
"Once you have added a group, you can add new ones on the opposite axis or "
|
||
"the newly created subgroups."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:104
|
||
msgid ""
|
||
"You could further divide the measures on the previous Sales Analysis report "
|
||
"example by the :guilabel:`Salesperson` group at the level of columns and by "
|
||
"the :guilabel:`Order Date > Month` group on the :guilabel:`All / Saleable / "
|
||
"Office Furniture` product category."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:0
|
||
msgid "Adding multiple groups on the Sales Analysis report"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:112
|
||
msgid ""
|
||
"Switch the rows and columns' groups by clicking the flip axis button "
|
||
"(:guilabel:`⇄`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:113
|
||
msgid ""
|
||
"Click on a measure's label to sort the values by ascending (⏶) or descending"
|
||
" (⏷) order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:114
|
||
msgid ""
|
||
"Download a `.xlsx` version of the pivot by clicking the download button "
|
||
"(:guilabel:`⭳`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:119
|
||
msgid "Using the graph view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:121
|
||
msgid "Three graphs are available: the bar, line, and pie charts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:123
|
||
msgid ""
|
||
"**Bar charts** are used to show the distribution or a comparison of several "
|
||
"categories. They are especially useful as they can deal with larger data "
|
||
"sets."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:126
|
||
msgid ""
|
||
"**Line charts** are useful to show changing time series and trends over "
|
||
"time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:128
|
||
msgid ""
|
||
"**Pie charts** are used to show the distribution or a comparison of a small "
|
||
"number of categories when they form a meaningful whole."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:133
|
||
msgid "Bar chart"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:0
|
||
msgid "Viewing the Sales Analysis report as a bar chart"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:138
|
||
msgid "Line chart"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:0
|
||
msgid "Viewing the Sales Analysis report as a line chart"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:143
|
||
msgid "Pie chart"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:0
|
||
msgid "Viewing the Sales Analysis report as a pie chart"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:149
|
||
msgid ""
|
||
"For **bar** and **line** charts, you can use the stacked option when you "
|
||
"have at least two groups, which then appear on top of each other instead of "
|
||
"next to each other."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:154
|
||
msgid "Stacked bar chart"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:0
|
||
msgid "Stacked bar chart example"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:159
|
||
msgid "Regular bar chart"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:0
|
||
msgid "Non-stacked bar chart example"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:164
|
||
msgid "Stacked line chart"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:0
|
||
msgid "Stacked line chart example"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:169
|
||
#: ../../content/applications/general/reporting.rst:184
|
||
msgid "Regular line chart"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:0
|
||
msgid "Non-stacked line chart example"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:174
|
||
msgid ""
|
||
"For **line** charts, you can use the cumulative option to sum values, which "
|
||
"is especially useful to show the change in growth over a time period."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:179
|
||
msgid "Cumulative line chart"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:0
|
||
msgid "Cumulative line chart example"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:0
|
||
msgid "Regular line chart example"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:3
|
||
msgid "Search and filter records"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:5
|
||
msgid ""
|
||
"Odoo uses filters to include only the most relevant records depending on the"
|
||
" purpose of the view you are on. However, you can edit the default filter or"
|
||
" search for specific values."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:11
|
||
msgid "Preconfigured filters"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:13
|
||
msgid ""
|
||
"You can modify the default selection of records by clicking "
|
||
":guilabel:`Filters` and selecting one or several **preconfigured filters**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:17
|
||
msgid ""
|
||
"On the Sales Analysis report, only records at the sales order stage are "
|
||
"selected by default. However, you could *also* include records at the "
|
||
"quotation stage by selecting :guilabel:`Quotations`. Furthermore, you could "
|
||
"*only* include records from a specific year, for example *2022*, by "
|
||
"selecting :menuselection:`Order Date --> 2022`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:0
|
||
msgid "Using preconfigured filters on the Sales Analysis report"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:27
|
||
msgid ""
|
||
"If you select preconfigured filters from the same group (i.e., that are "
|
||
"*not* separated by an horizontal line), the records can match *any* "
|
||
"condition to be included. However, if you select filters from different "
|
||
"groups, the records have to match *all* condition to be included."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:34
|
||
msgid "Custom filters"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:36
|
||
msgid ""
|
||
"You can create custom filters using most fields present on the model by "
|
||
"clicking :menuselection:`Filters --> Add Custom Filter`, selecting a field, "
|
||
"an operator, a value, and clicking :guilabel:`Apply`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:41
|
||
msgid ""
|
||
"You could *only* include records from a single salesperson on the Sales "
|
||
"Analysis report, for example *Mitchell Admin*, by selecting "
|
||
":guilabel:`Salesperson` as the field, :guilabel:`is equal to` as the "
|
||
"operator, and typing `Mitchell Admin` as the value."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:0
|
||
msgid "Using a custom filter on the Sales Analysis report"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:50
|
||
msgid ""
|
||
"If the records should *only* match one of several conditions, click "
|
||
":guilabel:`Add a condition` before applying a custom filter. If the records "
|
||
"should match *all* conditions, add new custom filters instead."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:57
|
||
msgid "Search for values"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:59
|
||
msgid ""
|
||
"You can use the search field to quickly look for specific values and add "
|
||
"them as a filter. Either type the full value you are searching for and "
|
||
"select the desired field, or type a part of the value, click the dropdown "
|
||
"button (:guilabel:`⏵`) before the chosen field, and select the exact value "
|
||
"you are looking for."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:65
|
||
msgid ""
|
||
"Instead of adding a custom filter to select records where *Mitchell Admin* "
|
||
"is the salesperson on the Sales Analysis report, you could search for "
|
||
"`Mitch`, click the dropdown button (:guilabel:`⏵`) next to :guilabel:`Search"
|
||
" Salesperson for: Mitch`, and select :guilabel:`Mitchell Admin`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:0
|
||
msgid "Searching for a specific value on the Sales Analysis report"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:75
|
||
msgid ""
|
||
"Using the search field is equivalent to using the *contains* operator when "
|
||
"adding a custom filter. If you enter a partial value and directly select the"
|
||
" desired field, *all* records containing the characters you typed for the "
|
||
"selected field will be included."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:82
|
||
msgid "Group records"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:84
|
||
msgid ""
|
||
"You can click :guilabel:`Group By` below the search field to cluster records"
|
||
" together according to one of the **preconfigured groups**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:88
|
||
msgid ""
|
||
"You could group the records by salesperson on the Sales Analysis report by "
|
||
"clicking :guilabel:`Group By` and selecting :guilabel:`Salesperson`. No "
|
||
"records are filtered out."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:0
|
||
msgid "Grouping records on the Sales Analysis report"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:95
|
||
msgid ""
|
||
"You can **customize groups** by using a wide selection of fields present on "
|
||
"the model. To do so, click :menuselection:`Group By --> Add Custom Group`, "
|
||
"select a field, and click :guilabel:`Apply`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:99
|
||
msgid ""
|
||
"You can use several groups at the same time. The first group you select is "
|
||
"the main cluster, the next one you add further divides the main group's "
|
||
"categories, and so on."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users.rst:5
|
||
msgid "Users and companies"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users.rst:7
|
||
msgid ""
|
||
"Odoo defines a *user* as someone who has access to a database to perform "
|
||
"daily tasks. You can add as many users as you need and, in order to restrict"
|
||
" the type of information each user can access, rules can be applied. Users "
|
||
"and access rights can be added and changed at any point."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/access_rights.rst:3
|
||
msgid "Access Rights"
|
||
msgstr "Quyền truy cập"
|
||
|
||
#: ../../content/applications/general/users/access_rights.rst:5
|
||
msgid ""
|
||
"Activate the :ref:`developer mode <developer-mode>`, then go to "
|
||
":menuselection:`Settings --> Users & Companies --> Groups`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/access_rights.rst:9
|
||
msgid "Groups"
|
||
msgstr "Nhóm"
|
||
|
||
#: ../../content/applications/general/users/access_rights.rst:14
|
||
msgid ""
|
||
"When choosing the groups the user can have access under :ref:`Access Rights "
|
||
"<users/add-individual>`, details of the rules and inheritances of that group"
|
||
" are not shown, so this is when the menu *Groups* comes along. *Groups* are "
|
||
"created to define rules to models within an application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/access_rights.rst:16
|
||
msgid ""
|
||
"Under *Users*, have a list of the current ones. The ones with administrative"
|
||
" rights are shown in black."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/access_rights.rst-1
|
||
msgid "View of a group’s form emphasizing the tab users in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/access_rights.rst:22
|
||
msgid ""
|
||
"*Inherited* means that users added to this application group are "
|
||
"automatically added to the following ones. In the example below, users who "
|
||
"have access to the group *Administrator* of *Sales* also have access to "
|
||
"*Website/Restricted Editor* and *Sales/User: All Documents*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/access_rights.rst-1
|
||
msgid "View of a group’s form emphasizing the tab inherited in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/access_rights.rst:32
|
||
msgid ""
|
||
"Remember to always test the settings being changed in order to ensure that "
|
||
"they are being applied to the needed and right users."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/access_rights.rst:35
|
||
msgid ""
|
||
"The *Menus* tab is where you define which menus (models) the user can have "
|
||
"access to."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/access_rights.rst-1
|
||
msgid "View of a group’s form emphasizing the tab menus in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/access_rights.rst:42
|
||
msgid ""
|
||
"*Access Rights* rules are the first level of rights. The field is composed "
|
||
"of the object name, which is the technical name given to a model. For each "
|
||
"model, enable the following options as appropriate:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/access_rights.rst:45
|
||
msgid "*Read*: the values of that object can be only seen by the user."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/access_rights.rst:46
|
||
msgid "*Write*: the values of that object can be edited by the user."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/access_rights.rst:47
|
||
msgid "*Create*: values for that object can be created by the user."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/access_rights.rst:48
|
||
msgid "*Delete*: the values of that object can be deleted by the user."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/access_rights.rst-1
|
||
msgid "View of a group’s form emphasizing the tab access rights in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/access_rights.rst:55
|
||
msgid ""
|
||
"As a second layer of editing and visibility rules, *Record Rules* can be "
|
||
"formed. They overwrite, or refine, the *Access Rights*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/access_rights.rst:58
|
||
msgid ""
|
||
"A record rule is written using a *Domain*. Domains are conditions used to "
|
||
"filter or searching data. Therefore, a domain expression is a list of "
|
||
"conditions. For each rule, choose among the following options: *Read*, "
|
||
"*Write*, *Create* and *Delete* values."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/access_rights.rst-1
|
||
msgid "View of a group’s form emphasizing the tab record rules in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/access_rights.rst:65
|
||
msgid ""
|
||
"Making changes in access rights can have a big impact on the database. For "
|
||
"this reason, we recommend you to contact your Odoo Business Analyst or our "
|
||
"Support Team, unless you have knowledge about Domains in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:3
|
||
msgid "Companies"
|
||
msgstr "Công ty"
|
||
|
||
#: ../../content/applications/general/users/companies.rst:5
|
||
msgid ""
|
||
"A centralized management environment allows you to select multiple companies"
|
||
" simultaneously and set their specific warehouses, customers, equipment, and"
|
||
" contacts. It provides you the ability to generate reports of aggregated "
|
||
"figures without switching interfaces, which facilitates daily tasks and the "
|
||
"overall management process."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:13
|
||
msgid "Manage companies and records"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:15
|
||
msgid ""
|
||
"Go to :menuselection:`Settings --> Manage Companies` and fill in the form "
|
||
"with your company’s information. If a *Parent Company* is selected, records "
|
||
"are shared between the two companies (as long as both environments are "
|
||
"active)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst-1
|
||
msgid "Overview of a new company's form in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:24
|
||
msgid ""
|
||
"Activate the :ref:`developer mode <developer-mode>` to choose a *Favicon* "
|
||
"for each of your companies, and easily identify them by the browser tabs. "
|
||
"Set your favicons’ files size to 16x16 or 32x32 pixels. JPG, PNG, GIF, and "
|
||
"ICO are extensions accepted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:0
|
||
msgid ""
|
||
"View of a web browser and the favicon for a specific company chosen in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:33
|
||
msgid ""
|
||
"Switch between or select multiple companies by enabling their selection "
|
||
"boxes to activate them. The grayed company is the one which environment is "
|
||
"in use. To switch environments, click on the company’s name. In the example "
|
||
"below, the user has access to three companies, two are activated, and the "
|
||
"environment in use is of *JS Store US*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst-1
|
||
msgid "View of the companies menu through the main dashboard in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:42
|
||
msgid ""
|
||
"Data such as Products, Contacts, and Equipment can be shared or set to be "
|
||
"shown for a specific company only. To do so, on their forms, choose between:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:45
|
||
msgid "*A blank field*: the record is shared within all companies."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:46
|
||
msgid ""
|
||
"*Adding a company*: the record is visible to users logged in to that "
|
||
"specific company."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst-1
|
||
msgid "View of a product's form emphasizing the company field in Odoo Sales"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:53
|
||
msgid "Employees' access"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:55
|
||
msgid ""
|
||
"Once companies are created, manage your employees' :doc:`Access Rights "
|
||
"<access_rights>` for *Multi Companies*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst-1
|
||
msgid ""
|
||
"View of an user form emphasizing the multi companies field under the access rights tabs\n"
|
||
"in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:64
|
||
msgid ""
|
||
"If a user has multiple companies *activated* on his database, and he is "
|
||
"**editing** a record, the editing happens on the record's related company."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:67
|
||
msgid ""
|
||
"Example: if editing a sale order issued under JS Store US while working on "
|
||
"the JS Store Belgium environment, the changes are applied under JS Store US "
|
||
"(the company from which the sale order was issued)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:68
|
||
msgid "When **creating** a record, the company taken into account is:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:70
|
||
msgid "The current company (the one active) or,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:71
|
||
msgid "No company is set (on products and contacts’ forms for example) or,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:72
|
||
msgid ""
|
||
"The company set is the one linked to the document (the same as if a record "
|
||
"is being edited)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:75
|
||
msgid "Documents’ format"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:77
|
||
msgid ""
|
||
"To set documents' formats according to each company, *activate* and *select*"
|
||
" the respective one and, under *Settings*, click on *Configure Document "
|
||
"Layout*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst-1
|
||
msgid ""
|
||
"View of the settings page emphasizing the document layout field in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:85
|
||
msgid "Inter-Company Transactions"
|
||
msgstr "Giao dịch liên Công ty"
|
||
|
||
#: ../../content/applications/general/users/companies.rst:87
|
||
msgid ""
|
||
"First, make sure each one of your companies is properly set in relation to:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:89
|
||
msgid ""
|
||
":doc:`Chart of Accounts "
|
||
"<../../finance/accounting/get_started/chart_of_accounts>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:90
|
||
msgid ":doc:`Taxes <../../finance/accounting/taxes>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:91
|
||
msgid ""
|
||
":doc:`Fiscal Positions <../../finance/accounting/taxes/fiscal_positions>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:92
|
||
msgid ":doc:`Journals <../../finance/accounting/bank>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:93
|
||
msgid ":doc:`Fiscal Localizations <../../finance/fiscal_localizations>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:94
|
||
msgid ":doc:`Pricelists <../../sales/sales/products_prices/prices/pricing>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:96
|
||
msgid ""
|
||
"Now, activate the *Inter-Company Transactions* option under *Settings*. With"
|
||
" the respective company *activated* and *selected*, choose if you would like"
|
||
" operations between companies to be synchronized at an invoice/bills level "
|
||
"or at a sales/purchase orders level."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst-1
|
||
msgid ""
|
||
"View of the settings page emphasizing the inter company transaction field in"
|
||
" Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:104
|
||
msgid ""
|
||
"**Synchronize invoice/bills**: generates a bill/invoice when a company "
|
||
"confirms a bill/invoice for the selected company."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:107
|
||
msgid ""
|
||
"*Example:* an invoice posted on JS Store Belgium, for JS Store US, "
|
||
"automatically creates a vendor bill on the JS Store US, from the JS Store "
|
||
"Belgium."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst-1
|
||
msgid "View of an invoice for JS Store US created on JS Store Belgium in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:114
|
||
msgid ""
|
||
"**Synchronize sales/purchase order**: generates a drafted purchase/sales "
|
||
"order using the selected company warehouse when a sales/purchase order is "
|
||
"confirmed for the selected company. If instead of a drafted purchase/sales "
|
||
"order you rather have it validated, enable *Automatic Validation*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:118
|
||
msgid ""
|
||
"*Example:* when a sale order for JS Store US is confirmed on JS Store "
|
||
"Belgium, a purchase order on JS Store Belgium is automatically created (and "
|
||
"confirmed if the *Automatic Validation* feature was enabled)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst-1
|
||
msgid ""
|
||
"View of the purchase created on JS Store US from JS Store Belgium in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:127
|
||
msgid ""
|
||
"Products have to be configured as *Can be sold* and must be shared between "
|
||
"the companies."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:130
|
||
msgid ""
|
||
"Remember to test all workflows as an user other than the administrator."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:133
|
||
msgid ":doc:`Multi-company Guidelines </developer/howtos/company>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:134
|
||
msgid ":doc:`../../finance/accounting/get_started/multi_currency`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/language.rst:3
|
||
msgid "Change language"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/language.rst:5
|
||
msgid ""
|
||
"Odoo provides you with the option to manage Odoo in different languages, and"
|
||
" each user can use Odoo in his own language ."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/language.rst:9
|
||
msgid "Load your desired language"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/language.rst:11
|
||
msgid ""
|
||
"The first thing to do is to load your desired language on your Odoo "
|
||
"instance."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/language.rst:14
|
||
msgid ""
|
||
"From the general dashboard click on the **Settings** app; on the top left of"
|
||
" the page select :menuselection:`Translations --> Load a Translation`, "
|
||
"select a language to install and click on **LOAD.**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/language.rst:23
|
||
msgid ""
|
||
"If you check the \"Websites to translate\" checkbox you will have the option"
|
||
" to change the navigation language on your website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/language.rst:27
|
||
msgid "Change your language"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/language.rst:29
|
||
msgid ""
|
||
"You can change the language to the installed language by going to the drop-"
|
||
"down menu at the top right side of the screen, choose **Preferences**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/language.rst:36
|
||
msgid ""
|
||
"Then change the Language setting to your installed language and click "
|
||
"**SAVE.**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/language.rst:42
|
||
msgid "Open a new menu to view the changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/language.rst:45
|
||
msgid "Change another user's language"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/language.rst:47
|
||
msgid ""
|
||
"Odoo also gives you the possibility for each user to choose his preferred "
|
||
"language."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/language.rst:50
|
||
msgid ""
|
||
"To change the language for a different user, choose :menuselection:`Users "
|
||
"--> Users` from the Settings app. Here you have a list of all users and you "
|
||
"can choose the user who you'd like to change the language for. Select the "
|
||
"user and click on **Edit** in the top left corner. Under Preferences you can"
|
||
" change the Language to any previously installed language and click "
|
||
"**SAVE.**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/language.rst:61
|
||
msgid ":doc:`../../websites/website/configuration/translate`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:3
|
||
msgid "Manage users"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:5
|
||
msgid ""
|
||
"Odoo defines a **user** as someone who has access to a database to perform "
|
||
"daily tasks. You can add as many users as you need and, in order to restrict"
|
||
" the type of information each user can access, rules can be applied. Users "
|
||
"and access rights can be added and changed at any point."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:10
|
||
msgid ":doc:`language`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:11
|
||
msgid ":doc:`access_rights`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:16
|
||
msgid "Add individual users"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:18
|
||
msgid ""
|
||
"Go to :menuselection:`Settings --> Manage Users` and click on *Create*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst-1
|
||
msgid "View of the settings page emphasizing the manage users field in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:27
|
||
msgid ""
|
||
"Fill in the form with the needed information. Under the tab :doc:`Access "
|
||
"Rights <access_rights>` choose the group within each application the user "
|
||
"can have access to."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:28
|
||
msgid ""
|
||
"The list of applications shown is based on the applications installed on the"
|
||
" database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst-1
|
||
msgid "View of a user’s form emphasizing the access rights tab in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:34
|
||
msgid ""
|
||
"When you are done editing the page and have *Saved* it, an invitation email "
|
||
"is automatically sent to the user. The user must click on it to accept the "
|
||
"invitation and create a login."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst-1
|
||
msgid ""
|
||
"View of a user’s form with a notification that the invitation email has been"
|
||
" sent in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:42
|
||
msgid ""
|
||
"Remember that subscription prices follow the number of users. Refer to our "
|
||
"`pricing page <https://www.odoo.com/pricing>`_ for more information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:46
|
||
msgid ""
|
||
"With the :ref:`developer mode <developer-mode>` activated, *User Types* can "
|
||
"be selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst-1
|
||
msgid ""
|
||
"View of a user’s form in developer mode emphasizing the user type field in "
|
||
"Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:53
|
||
msgid ""
|
||
"The *Portal* and *Public* options do not allow you to choose access rights. "
|
||
"Members have specific ones (such as record rules and restricted menus) and "
|
||
"usually do not belong to the usual Odoo groups."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:60
|
||
msgid "Deactivate users"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:62
|
||
msgid ""
|
||
"Go to :menuselection:`Settings --> Users & Companies --> Users`, open the "
|
||
"user you want to deactivate, click on *Action*, and then on *Archive*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:66
|
||
msgid "**Never** deactivate the main user (*admin*)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:71
|
||
msgid "Passwords management"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:76
|
||
msgid "Reset passwords"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:81
|
||
msgid "Enable password resets from login page"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:83
|
||
msgid "It is possible to enable password resets directly from the login page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:85
|
||
msgid ""
|
||
"To do so, go to :menuselection:`Settings --> Permissions`, activate "
|
||
"**Password Reset** and *Save*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst-1
|
||
msgid "Enabling Password Reset in Odoo Settings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:94
|
||
msgid "Send reset instructions to users"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:96
|
||
msgid ""
|
||
"Go to :menuselection:`Settings --> Users & Companies --> Users`, select the "
|
||
"user out of the list and click on *Send Password Reset Instructions* on its "
|
||
"user form. An email is automatically sent to them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:101
|
||
msgid ""
|
||
"The *Send Password Reset Instructions* button only appears if the Odoo "
|
||
"invitation email has already been confirmed by the user."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:104
|
||
msgid ""
|
||
"This email contains all the instructions needed to reset the password, along"
|
||
" with a link redirecting the user to an Odoo login page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst-1
|
||
msgid "Example of an email with a password reset link for an Odoo account"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:114
|
||
msgid "Change users’ passwords"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:116
|
||
msgid ""
|
||
"Go to :menuselection:`Settings --> Users & Companies --> Users` and select "
|
||
"a user to access its form. Click on the *Action* button and select *Change "
|
||
"Password*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst-1
|
||
msgid "Change another user's password on Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:123
|
||
msgid "Enter a new password and confirm by clicking on *Change Password*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:126
|
||
msgid ""
|
||
"This operation only modifies the password of the users locally and does not "
|
||
"affect their odoo.com account. If you want to change the odoo.com password, "
|
||
"you can :ref:`send the password reset instructions <users/reset-password-"
|
||
"email>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:130
|
||
msgid ""
|
||
"Click on *Change Password* one more time. You are then redirected to an Odoo"
|
||
" login page where you can reaccess your database using your new password."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:136
|
||
msgid "Multi Companies"
|
||
msgstr "Đa công ty"
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:138
|
||
msgid ""
|
||
"The *Multi Companies* field allows you to set to which of the multiple "
|
||
"companies database you hold the user can have access."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:142
|
||
msgid ""
|
||
"Note that if not handled correctly, it may be the source of a lot of "
|
||
"inconsistent multi-company behaviors. Therefore, a good knowledge of Odoo is"
|
||
" required. For technical explanations refer to :doc:`this "
|
||
"</developer/howtos/company>` documentation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst-1
|
||
msgid "View of a user’s form emphasizing the multi companies field in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:152
|
||
msgid ":doc:`companies`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/odoo_account.rst:3
|
||
msgid "Odoo.com account changes"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/odoo_account.rst:5
|
||
msgid ""
|
||
"This documentation is dedicated to edits made to an Odoo.com account. The "
|
||
"following processes describe how to delete an Odoo.com account, and how to "
|
||
"change the password on an Odoo.com account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/odoo_account.rst:9
|
||
msgid "Delete Odoo.com account"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/odoo_account.rst:11
|
||
msgid ""
|
||
"To delete an Odoo.com account, start by clicking the profile icon in the "
|
||
"upper-right corner (represented by the username and icon) to reveal a drop-"
|
||
"down menu. From the drop-down menu, select :guilabel:`My Odoo.com account`, "
|
||
"which reveals the user portal."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/odoo_account.rst:15
|
||
msgid ""
|
||
"From the user portal, the delete option can be accessed by going to "
|
||
":menuselection:`My Account --> Edit Security Settings --> Delete Account`. "
|
||
"It can also be accessed by going to `https://www.odoo.com/my/home "
|
||
"<https://www.odoo.com/my/home>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/odoo_account.rst:20
|
||
msgid ""
|
||
"Deleting an Odoo account is irreversible. Be careful performing this action,"
|
||
" as the Odoo.com account is **not** retrievable once deleted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/odoo_account.rst:23
|
||
msgid ""
|
||
"Upon clicking the :guilabel:`Delete Account` button, a pop-up window "
|
||
"appears, requesting confirmation for the account deletion."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/odoo_account.rst-1
|
||
msgid ""
|
||
"Clicking on the Delete Account button will populate a window verifying the "
|
||
"change."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/odoo_account.rst:30
|
||
msgid ""
|
||
"To confirm the deletion, enter the :guilabel:`Password` and the "
|
||
":guilabel:`Login` for the account being deleted. Then, click the "
|
||
":guilabel:`Delete Account` button to confirm the deletion."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/odoo_account.rst:34
|
||
msgid "Odoo.com account password change"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/odoo_account.rst:36
|
||
msgid ""
|
||
"To change an Odoo.com account password, first login into the Odoo.com user "
|
||
"account from the Odoo.com login page. After logging-in, go to the upper-"
|
||
"right corner of the screen, and click the :guilabel:`▼ (down arrow)` icon "
|
||
"next to the profile icon. Then, select :guilabel:`My Account`, and a portal "
|
||
"dashboard appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/odoo_account.rst:41
|
||
msgid ""
|
||
"To change the Odoo.com password, click on the :guilabel:`Edit Security "
|
||
"Settings` link, below the :menuselection:`Account Security` section. Next, "
|
||
"make the necessary changes by typing in the current :guilabel:`Password`, "
|
||
":guilabel:`New Password`, and verify the new password. Lastly, click on "
|
||
":guilabel:`Change Password` to complete the password change."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/odoo_account.rst:47
|
||
msgid ""
|
||
"If a customer would like to change the login, contact Odoo support `here "
|
||
"<https://www.odoo.com/help>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/odoo_account.rst:51
|
||
msgid ""
|
||
"Passwords for Odoo.com users and portal users remain separate, even if the "
|
||
"same email address is used."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/odoo_account.rst:55
|
||
#: ../../content/applications/general/users/portal.rst:143
|
||
msgid "Add two-factor authentication"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/odoo_account.rst:57
|
||
msgid ""
|
||
"To add two-factor authentication, login into the Odoo.com user account from "
|
||
"the Odoo.com login page. After logging-in, go to the upper-right corner of "
|
||
"the screen, and click the :guilabel:`▼ (down arrow)` icon next to the "
|
||
":guilabel:`profile icon`. Then, select :guilabel:`My Account`, and a portal "
|
||
"dashboard appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/odoo_account.rst:62
|
||
msgid ""
|
||
"If the user would like to turn on two-factor authentication (2FA) for "
|
||
"Odoo.com access, click on the :guilabel:`Edit Security Settings` link below "
|
||
"the :menuselection:`Account Security` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/odoo_account.rst:65
|
||
msgid ""
|
||
"Click on :guilabel:`Enable two-factor authentication` to turn on :abbr:`2FA "
|
||
"(two-factor authentication)`. Then, confirm the current password in the "
|
||
":guilabel:`Password` field. Next, click on :guilabel:`Confirm Password`. "
|
||
"Following that, activate :abbr:`2FA (two-factor authentication)` in a "
|
||
":abbr:`2FA (two-factor authentication)` app (Google Authenticator, Authy, "
|
||
"etc.), by scanning the :guilabel:`QR code` or entering a "
|
||
":guilabel:`Verification Code`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/odoo_account.rst:71
|
||
msgid ""
|
||
"Finally, click on :guilabel:`Enable two-factor authentication` to complete "
|
||
"the setup."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/odoo_account.rst:74
|
||
msgid ""
|
||
"Under :guilabel:`My Account` Odoo.com users can also access the following:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/odoo_account.rst:76
|
||
msgid ":guilabel:`My Partner dashboard`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/odoo_account.rst:77
|
||
msgid ":guilabel:`My In-App Services`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/odoo_account.rst:78
|
||
msgid ":guilabel:`My Apps Dashboard`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:3
|
||
msgid "Portal access"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:7
|
||
msgid ""
|
||
"Portal access is given to users who need the ability to view certain "
|
||
"documents or information within an Odoo database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:10
|
||
msgid ""
|
||
"Some common use cases for providing portal access include allowing customers"
|
||
" to read/view any or all of the following in Odoo:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:13
|
||
msgid "leads/opportunities"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:14
|
||
msgid "quotations/sales orders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:15
|
||
msgid "purchase orders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:16
|
||
msgid "invoices & bills"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:17
|
||
msgid "projects"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:18
|
||
msgid "tasks"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:19
|
||
msgid "timesheets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:20
|
||
msgid "tickets"
|
||
msgstr "phiếu hỗ trợ"
|
||
|
||
#: ../../content/applications/general/users/portal.rst:21
|
||
msgid "signatures"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:22
|
||
msgid "subscriptions"
|
||
msgstr "đăng ký"
|
||
|
||
#: ../../content/applications/general/users/portal.rst:25
|
||
msgid ""
|
||
"Portal users only have read/view access, and will not be able to edit any "
|
||
"documents in the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:29
|
||
msgid "Provide portal access to customers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:31
|
||
msgid ""
|
||
"From the main Odoo dashboard, select the :guilabel:`Contacts` application. "
|
||
"If the contact is not yet created in the database, click on the "
|
||
":guilabel:`Create` button, enter the details of the contact, and then click "
|
||
":guilabel:`Save`. Otherwise, choose an existing contact, and then click on "
|
||
"the :guilabel:`Action` drop-down menu located at the top-center of the "
|
||
"interface."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst-1
|
||
msgid "Use the Contacts application to give portal access to users."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:40
|
||
msgid ""
|
||
"Then select :guilabel:`Grant portal access`. A pop-up window appears, "
|
||
"listing three fields:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:42
|
||
msgid ""
|
||
":guilabel:`Contact`: the recorded name of the contact in the Odoo database"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:43
|
||
msgid ""
|
||
":guilabel:`Email`: the contact's email address that they will use to log "
|
||
"into the portal"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:44
|
||
msgid ":guilabel:`In Portal`: whether or not the user has portal access"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:46
|
||
msgid ""
|
||
"To grant portal access, first enter the contact's :guilabel:`Email` they "
|
||
"will use to log into the portal. Then, check the box under the :guilabel:`In"
|
||
" Portal` column. Optionally, add text to the invitation message the contact "
|
||
"will receive. Then click :guilabel:`Apply` to finish."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst-1
|
||
msgid ""
|
||
"An email address and corresponding checkbox for the contact need to be filled in before\n"
|
||
"sending a portal invitation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:55
|
||
msgid ""
|
||
"An email will be sent to the specified email address, indicating that the "
|
||
"contact is now a portal user for that Odoo database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:59
|
||
msgid ""
|
||
"To grant portal access to multiple users at once, navigate to a company "
|
||
"contact, then click :menuselection:`Action --> Grant portal access` to view "
|
||
"a list of all of the company's related contacts. Check the box under the "
|
||
":guilabel:`In Portal` column for all the contacts that need portal access, "
|
||
"then click :guilabel:`Apply`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:65
|
||
msgid ""
|
||
"At any time, portal access can be revoked by navigating to the contact, "
|
||
"clicking :menuselection:`Action --> Grant portal access`, and then "
|
||
"unselecting the checkbox under the :guilabel:`In Portal` column and clicking"
|
||
" :guilabel:`Apply`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:72
|
||
msgid "Change portal username"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:74
|
||
msgid ""
|
||
"There may be times when a portal user wants to change their user login. This"
|
||
" can be done by any user in the database with administrator access rights. "
|
||
"The following process outlines the necessary steps to change the portal user"
|
||
" login."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:79
|
||
msgid ""
|
||
":doc:`See the documentation on setting access rights "
|
||
"</applications/general/users/access_rights>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:82
|
||
msgid ""
|
||
"First, navigate to :menuselection:`Settings app --> Users`. Then, under "
|
||
":guilabel:`Filters`, select :guilabel:`Portal Users`, or select "
|
||
":guilabel:`Add Custom Filter` and set the following configuration "
|
||
":guilabel:`Groups` > :guilabel:`contains` > `portal`. After making this "
|
||
"selection, search for (and open) the portal user that needs to be edited."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:87
|
||
msgid ""
|
||
"Next, click :guilabel:`Edit` (if necessary), click into the :guilabel:`Email"
|
||
" Address` field, and proceed to make any necessary changes to this field. "
|
||
"The :guilabel:`Email Address` field is used to log into the Odoo portal."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:92
|
||
msgid ""
|
||
"Changing the :guilabel:`Email Address` (or login) only changes the "
|
||
"*username* on the customer's portal login."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:95
|
||
msgid ""
|
||
"In order to change the contact email, this change needs to take place on the"
|
||
" contact template in the *Contacts* app. Alternatively, the customer can "
|
||
"change their email directly from the portal, but the login **cannot** be "
|
||
"changed. :ref:`See change customer info <portal/custinfo>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:100
|
||
msgid "Customer portal changes"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:102
|
||
msgid ""
|
||
"There may be times when the customer would like to make changes to their "
|
||
"contact information, password/security, or payment information attached to "
|
||
"the portal account. This can be performed by the customer from their portal."
|
||
" The following process is how a customer can change their contact "
|
||
"information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:110
|
||
msgid "Change customer info"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:112
|
||
msgid ""
|
||
"First enter the username and password (login) into the database login page "
|
||
"to access the portal user account. A portal dashboard will appear upon "
|
||
"successfully logging in. Portal documents from the various installed Odoo "
|
||
"applications will appear with the number count of each."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:117
|
||
msgid ":ref:`Portal access documentation <portal/main>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:119
|
||
msgid ""
|
||
"Next, navigate to the upper-right corner of the portal, and click the "
|
||
":guilabel:`Edit` button, next to the :guilabel:`Details` section. Then, "
|
||
"change the pertinent information, and click :guilabel:`Confirm`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:124
|
||
msgid "Change password"
|
||
msgstr "Thay đổi mật khẩu"
|
||
|
||
#: ../../content/applications/general/users/portal.rst:126
|
||
#: ../../content/applications/general/users/portal.rst:145
|
||
#: ../../content/applications/general/users/portal.rst:162
|
||
msgid ""
|
||
"First enter the username and password (login) into the database login page "
|
||
"to access the portal user account. A portal dashboard will appear upon "
|
||
"successfully logging in."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:129
|
||
msgid ""
|
||
"If the customer would like to change their password for portal access, click"
|
||
" on the :guilabel:`Edit Security Settings` link, below the "
|
||
":guilabel:`Account Security` section. Then, make the necessary changes, by "
|
||
"typing in the current :guilabel:`Password`, :guilabel:`New Password`, and "
|
||
"verify the new password. Lastly, click on :guilabel:`Change Password` to "
|
||
"complete the password change."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:135
|
||
msgid ""
|
||
"If a customer would like to change the login, as documented above, contact "
|
||
"the Odoo database point-of-contact. :ref:`See above documentation on "
|
||
"changing the portal username <portal/login>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:139
|
||
msgid ""
|
||
"Passwords for portal users and Odoo.com users remain separate, even if the "
|
||
"same email address is used."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:148
|
||
msgid ""
|
||
"If the customer would like to turn on two-factor authentication (2FA) for "
|
||
"portal access, click on the :guilabel:`Edit Security Settings` link, below "
|
||
"the :guilabel:`Account Security` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:151
|
||
msgid ""
|
||
"Click on :guilabel:`Enable two-factor authentication` to turn on :abbr:`2FA "
|
||
"(two-factor authentication)`. Confirm the current portal password in the "
|
||
":guilabel:`Password` field. Then, click on :guilabel:`Confirm Password`. "
|
||
"Next, activate :abbr:`2FA (two-factor authentication)` in a :abbr:`2FA (two-"
|
||
"factor authentication)` app (Google Authenticator, Authy, etc.), by scanning"
|
||
" the :guilabel:`QR code` or entering a :guilabel:`Verification Code`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:157
|
||
msgid ""
|
||
"Finally, click :guilabel:`Enable two-factor authentication` to complete the "
|
||
"setup."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:160
|
||
msgid "Change payment info"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:165
|
||
msgid ""
|
||
"If the customer would like to manage payment options, navigate to the "
|
||
":guilabel:`Manage payment methods` in the menu on the right. Then, add the "
|
||
"new payment information, and select :guilabel:`Add new card`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip.rst:7
|
||
msgid "VoIP (Voice over Internet Protocol)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip.rst:10
|
||
msgid ""
|
||
"For more information, reference the `Odoo eLearning (video tutorials) on "
|
||
"VoIP <https://www.odoo.com/slides/voip-voice-over-ip-315>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox.rst:5
|
||
msgid "Axivox configuration"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/axivox_config.rst:3
|
||
msgid "VoIP services in Odoo with Axivox"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/axivox_config.rst:6
|
||
#: ../../content/applications/general/voip/onsip.rst:6
|
||
msgid "Introduction"
|
||
msgstr "Đầu trang"
|
||
|
||
#: ../../content/applications/general/voip/axivox/axivox_config.rst:8
|
||
msgid ""
|
||
"Odoo VoIP (Voice over Internet Protocol) can be set up to work together with"
|
||
" `Axivox <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/general/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/general/voip/axivox/axivox_config.rst:19
|
||
msgid ""
|
||
"To configure Axivox in Odoo, go to the :menuselection:`Apps` application, "
|
||
"and search for `VoIP`. Then, install the :guilabel:`VoIP` module."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/axivox_config.rst:22
|
||
msgid ""
|
||
"Next, go to :menuselection:`Settings app --> General Settings --> "
|
||
"Integrations section`, and fill out the :guilabel:`Asterisk (VoIP)` field:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/axivox_config.rst:25
|
||
msgid ""
|
||
":guilabel:`OnSIP Domain`: set the domain created by Axivox for the account "
|
||
"(e.g., `yourcompany.axivox.com`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/axivox_config.rst:27
|
||
msgid ":guilabel:`WebSocket`: type in `wss://pabx.axivox.com:3443`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/axivox_config.rst:28
|
||
msgid ":guilabel:`VoIP Environment`: set as :guilabel:`Production`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/axivox_config.rst-1
|
||
msgid "Integration of Axivox as VoIP provider in an Odoo database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/axivox_config.rst:35
|
||
msgid ""
|
||
"Access the domain on the Axivox administrative panel by navigating to "
|
||
"`https://manage.axivox.com/ <https://manage.axivox.com/>`_. After logging "
|
||
"into the portal, go to :menuselection:`Users --> Edit (next to any user) -->"
|
||
" SIP Identifiers tab --> Domain`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/axivox_config.rst:40
|
||
msgid "Configure VoIP user in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/axivox_config.rst:42
|
||
msgid ""
|
||
"Next, the user is configured in Odoo, which **must** take place for every "
|
||
"Axivox/Odoo user using VoIP."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/axivox_config.rst:45
|
||
msgid ""
|
||
"In Odoo, go to :menuselection:`Settings app --> Users & Companies --> "
|
||
"Users`, then open the desired user's form to configure :abbr:`VoIP (Voice "
|
||
"over Internet Protocol)`. Under the :guilabel:`Preferences` tab, fill out "
|
||
"the :guilabel:`VOIP Configuration` section:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/axivox_config.rst:49
|
||
msgid ""
|
||
":guilabel:`VoIP username` / :guilabel:`Extension number`: (Axivox) "
|
||
":guilabel:`SIP username`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/axivox_config.rst:50
|
||
msgid ":guilabel:`OnSip Auth Username`: (Axivox) :guilabel:`SIP username`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/axivox_config.rst:51
|
||
msgid ":guilabel:`VoIP Secret`: (Axivox) :guilabel:`SIP Password`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/axivox_config.rst:52
|
||
msgid ""
|
||
":guilabel:`Call from another device`: option to always transfer phone calls "
|
||
"to handset"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/axivox_config.rst:53
|
||
msgid ":guilabel:`External device number`: SIP external phone extension"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/axivox_config.rst:54
|
||
msgid ":guilabel:`Reject incoming calls`: option to reject all incoming calls"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/axivox_config.rst:55
|
||
msgid ""
|
||
":guilabel:`How to place calls on mobile`: method to make calls on a mobile "
|
||
"device"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/axivox_config.rst-1
|
||
msgid "Integration of Axivox user in the Odoo user preference."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/axivox_config.rst:62
|
||
msgid ""
|
||
"Access the domain on the Axivox administrative panel by navigating to "
|
||
"`https://manage.axivox.com/ <https://manage.axivox.com/>`_. After logging "
|
||
"into the portal, go to :menuselection:`Users --> Edit (next to the user) -->"
|
||
" SIP Identifiers tab --> SIP username / SIP password`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/axivox_config.rst:0
|
||
msgid "SIP credentials in the Axivox manager."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/axivox_config.rst:71
|
||
msgid ""
|
||
"When entering the :guilabel:`SIP Password` into the user's "
|
||
":guilabel:`Preferences` tab, this value **must** be typed out manually and "
|
||
"**not** pasted in. Pasting in causes a `401 server rejection error`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:3
|
||
msgid "Call queues"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:5
|
||
msgid ""
|
||
"A call queue is a system that organizes and routes incoming calls. When "
|
||
"customers call a business, and all of the agents are busy, the call queue "
|
||
"lines up the callers in sequential order, based on the time they called in."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:9
|
||
msgid ""
|
||
"The callers then wait on hold to be connected to the next available call "
|
||
"center agent."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:11
|
||
msgid ""
|
||
"Implementing a call queue system reduces stress for employees, and helps "
|
||
"build brand trust with customers. Many companies use call queues to set "
|
||
"expectations with customers, and to distribute the workload equally amongst "
|
||
"employees."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:15
|
||
msgid ""
|
||
"This document covers the process required to configure call queues (with "
|
||
"advanced settings), as well as how to log into a call queue from the Odoo "
|
||
"database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:19
|
||
msgid ":ref:`voip/axivox/music_on_hold`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:22
|
||
msgid "Add a queue"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:24
|
||
msgid ""
|
||
"To add a call queue in Axivox, navigate to the `Axivox management console "
|
||
"<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/general/voip/axivox/call_queues.rst:30
|
||
msgid "Name"
|
||
msgstr "Tên"
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:32
|
||
msgid ""
|
||
"Once the :guilabel:`New queue` page appears, enter the :guilabel:`Name` of "
|
||
"the queue."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:35
|
||
msgid "Internal extension"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:37
|
||
msgid ""
|
||
"Choose an :guilabel:`Internal extension` for the queue. This is a number to "
|
||
"be dialed by users of the database to reach the login prompt for the queue."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:41
|
||
msgid "Strategy"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:43
|
||
msgid ""
|
||
"Next, is the :guilabel:`Strategy` field. This field determines the call "
|
||
"routing of received calls into this queue."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:46
|
||
msgid ""
|
||
"The following choices are available in the :guilabel:`Strategy` drop-down "
|
||
"menu:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:48
|
||
msgid ":guilabel:`Call all available agents`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:49
|
||
msgid ""
|
||
":guilabel:`Calls the agent who has received the call for the longest time`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:50
|
||
msgid ":guilabel:`Calls the agent who has received the least call`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:51
|
||
msgid ":guilabel:`Call a random agent`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:52
|
||
msgid ":guilabel:`Call agents one after the other`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:53
|
||
msgid ""
|
||
":guilabel:`Call agents one after the other starting with the first in the "
|
||
"list`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:55
|
||
msgid ""
|
||
"Choose a strategy that best meets the company's needs for customers in the "
|
||
"queue."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:58
|
||
msgid "Maximum waiting time in seconds"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:60
|
||
msgid ""
|
||
"In the :guilabel:`Maximum waiting time in seconds` field, determine the "
|
||
"longest time a customer waits in the queue before going to a voicemail, or "
|
||
"wherever else they are directed to in a dial plan. Enter a time in seconds."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:65
|
||
msgid "Maximum duration of ringing at an agent"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:67
|
||
msgid ""
|
||
"In the :guilabel:`Maximum duration of ringing at an agent` field, determine "
|
||
"the longest time an individual agent's line rings before moving on to "
|
||
"another agent, or moving to the next step in the dial plan. Enter a time in "
|
||
"seconds."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:72
|
||
msgid "For more information on dial plans, visit:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:74
|
||
#: ../../content/applications/general/voip/axivox/dynamic_caller_id.rst:36
|
||
msgid ":doc:`dial_plan_basics`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:75
|
||
#: ../../content/applications/general/voip/axivox/dynamic_caller_id.rst:37
|
||
msgid ":doc:`dial_plan_advanced`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:78
|
||
msgid "Adding agents"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:80
|
||
msgid ""
|
||
"The final two fields on the :guilabel:`New queue` form revolve around adding"
|
||
" agents. Adding :guilabel:`Static agents` and :guilabel:`Dynamic agents` are"
|
||
" two pre-configured methods for adding agents onto the call queue during the"
|
||
" configuration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:87
|
||
msgid "Static agents"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:89
|
||
msgid ""
|
||
"When :guilabel:`Static agents` are added, these agents are automatically "
|
||
"added to the queue without the need to log in to receive calls."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:95
|
||
msgid "Dynamic agents"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:97
|
||
msgid ""
|
||
"When :guilabel:`Dynamic agents` are added, these agents have the ability to "
|
||
"log into this queue. They are **not** logged-in automatically, and **must** "
|
||
"log in to receive calls."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:100
|
||
msgid ""
|
||
"Be sure to :guilabel:`Save` the changes, and click :guilabel:`Apply changes`"
|
||
" in the upper-right corner to implement the change in production."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:104
|
||
msgid "Agent connection"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:106
|
||
msgid "There are three ways call agents can connect to an Axivox call queue:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:108
|
||
msgid "Dynamic agents connect automatically."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:109
|
||
msgid ""
|
||
"Manager logs in specific agent(s), via the `Axivox management console "
|
||
"<https://manage.axivox.com>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:111
|
||
msgid "Agent connects to the queue in Odoo, via the *VoIP* widget."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:114
|
||
msgid ""
|
||
"See the documentation on setting :ref:`voip/axivox/dynamic-agents` in the "
|
||
"`Axivox management console <https://manage.axivox.com>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:118
|
||
msgid "Connect via Axivox queue"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:120
|
||
msgid ""
|
||
"After the initial configuration of the call queue is completed, with the "
|
||
"changes saved and implemented, a manager can log into the `Axivox management"
|
||
" console <https://manage.axivox.com>`_ and connect dynamic agents to the "
|
||
"queue manually."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:124
|
||
msgid ""
|
||
"To connect an agent, click :guilabel:`Queues`, located in the left-hand "
|
||
"column. Doing so reveals the :guilabel:`Queues` dashboard, with a few "
|
||
"different columns listed:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:127
|
||
msgid ":guilabel:`Name`: name of the queue."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:128
|
||
msgid ""
|
||
":guilabel:`Extension`: number of the extension to be dialed to reach the "
|
||
"queue."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:129
|
||
msgid ":guilabel:`Agent Connection`: number to dial to log into the queue."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:130
|
||
msgid ""
|
||
":guilabel:`Agent disconnection`: number to dial to log out of the queue."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:131
|
||
msgid ":guilabel:`Connected Agents`: name of agent connected to the queue."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:133
|
||
msgid ""
|
||
"The following buttons are also available on the :guilabel:`Queues` "
|
||
"dashboard:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:135
|
||
msgid ":guilabel:`Connect an agent`: manually connect an agent to the queue."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:136
|
||
msgid ":guilabel:`Report`: run a report on the queue."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:137
|
||
msgid ":guilabel:`Delete`: delete the queue."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:138
|
||
msgid ":guilabel:`Edit`: make changes to the settings of the queue."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:140
|
||
msgid ""
|
||
"When agents are connected to the queue, or are live with a customer, they "
|
||
"are displayed under the :guilabel:`Connected Agents` column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:143
|
||
msgid "If they are static agents, they **always** show up as connected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:145
|
||
msgid ""
|
||
"Connect an agent by clicking the orange button labeled, :guilabel:`Connect "
|
||
"an agent`. Then, select the desired agent's name from the drop-down menu, "
|
||
"and click :guilabel:`Connect`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst-1
|
||
msgid ""
|
||
"Call queue with connected agents column highlighted and connect an agent and report buttons\n"
|
||
"highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:154
|
||
msgid ""
|
||
"For more information on static and dynamic agents, see this documentation:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:156
|
||
msgid ":ref:`voip/axivox/static-agents`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:157
|
||
msgid ":ref:`voip/axivox/dynamic-agents`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:160
|
||
msgid "Report"
|
||
msgstr "Báo cáo"
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:162
|
||
msgid ""
|
||
"Click :guilabel:`Report` to check on the reporting for a particular queue, "
|
||
"in order to see who connected when, and what phone calls came in and out of "
|
||
"the queue. This information is showcased on a separate :guilabel:`Queue "
|
||
"report` page, when the green :guilabel:`Report` button is clicked."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:166
|
||
msgid ""
|
||
"Reports can be customized by date in the :guilabel:`Period` field, and "
|
||
"specified in the :guilabel:`From` and :guilabel:`to` fields. The information"
|
||
" can be organized by :guilabel:`Event type`, and :guilabel:`Call ID`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:170
|
||
msgid ""
|
||
"When the custom configurations have been entered, click :guilabel:`Apply`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:172
|
||
msgid ""
|
||
"Each report can be exported to a :abbr:`CSV (comma separated value)` file "
|
||
"for further use and analysis, via the :guilabel:`Export to CSV` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:175
|
||
msgid ""
|
||
"When the :guilabel:`Event type` field is clicked, a drop-down menu appears "
|
||
"with the following options:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:178
|
||
msgid ":guilabel:`The caller quit`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:179
|
||
msgid ":guilabel:`An agent is connecting`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:180
|
||
msgid ":guilabel:`An agent is disconnecting`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:181
|
||
msgid ":guilabel:`The call was terminated (agent hangs up)`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:182
|
||
msgid ":guilabel:`The call was terminated (caller hangs up)`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:183
|
||
msgid ":guilabel:`The caller is connected to an agent.`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:184
|
||
msgid ":guilabel:`Someone is entering the queue`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:185
|
||
msgid ":guilabel:`The caller exits the queue (no agent is connected)`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:186
|
||
msgid ":guilabel:`The caller exits the queue (timeout)`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:187
|
||
msgid ":guilabel:`No one is answering`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:188
|
||
msgid ":guilabel:`No one is answering, the caller hangs up`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:189
|
||
msgid ":guilabel:`Transfer`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:190
|
||
msgid ":guilabel:`Blind Transfer`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst-1
|
||
msgid "Event types in the Axivox queue reporting feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:196
|
||
msgid ""
|
||
"There is no limit to how many options can be selected from the "
|
||
":guilabel:`Event type` drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:199
|
||
msgid ""
|
||
"Clicking :guilabel:`Check all` selects all the available options from the "
|
||
"drop-down menu, and clicking :guilabel:`Uncheck all` removes all selections "
|
||
"from the drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:202
|
||
msgid ""
|
||
"To select an individual :guilabel:`Event type`, click on the desired option "
|
||
"in the drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst-1
|
||
msgid "Axivox queue report with result, event type, and period highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:209
|
||
msgid "Connect to queue on Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:211
|
||
msgid ""
|
||
"Dynamic agents can connect manually to the Axivox call queue from the Odoo "
|
||
"*VoIP* widget, once the *VoIP* app is configured for the individual user in "
|
||
"Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:215
|
||
msgid ":doc:`axivox_config`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:217
|
||
msgid ""
|
||
"To access the Odoo *VoIP* widget, click the :guilabel:`☎️ (phone)` icon in "
|
||
"the upper-right corner of the screen, from any window within Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:221
|
||
msgid ""
|
||
"For more information on the Odoo *VoIP* widget, see this documentation: "
|
||
":doc:`../voip_widget`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:223
|
||
msgid ""
|
||
"For an agent to connect to the call queue, simply dial the :guilabel:`Agent "
|
||
"connection` number, and press the green call button :guilabel:`📞 (phone)` "
|
||
"icon in the *VoIP* widget. Then, the agent hears a short, two-second message"
|
||
" indicating the agent is logged in. The call automatically ends "
|
||
"(disconnects)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:228
|
||
msgid ""
|
||
"To view the connected agents in a call queue, navigate to the `Axivox "
|
||
"management console <https://manage.axivox.com>`_, and click "
|
||
":guilabel:`Queues`, located in the left-hand column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:231
|
||
msgid ""
|
||
"Then, click the green :guilabel:`Refresh` button at the top of the "
|
||
":guilabel:`Connected agents` column. Any agent (static or dynamic) that is "
|
||
"connected to the queue currently, appears in the column next to the queue "
|
||
"they are logged into."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:235
|
||
msgid ""
|
||
"To log out of the queue, open the Odoo *VoIP* widget, dial the "
|
||
":guilabel:`Agent disconnection` number, and press the green call button "
|
||
":guilabel:`📞 (phone)` icon. The agent is disconnected from the queue after a"
|
||
" short, two-second message."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/call_queues.rst:239
|
||
msgid ""
|
||
"To manually log a dynamic agent out of a call queue, navigate to the `Axivox"
|
||
" management console <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/general/voip/axivox/call_queues.rst:243
|
||
msgid ""
|
||
"To disconnect an agent manually, click the red :guilabel:`Disconnect` "
|
||
"button, and they are immediately disconnected. This can be helpful in "
|
||
"situations where agents forget to log out at the end of the day."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/conference_calls.rst:3
|
||
msgid "Conference calls"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/conference_calls.rst:5
|
||
msgid ""
|
||
"Conference calls help employees connect quickly and efficiently, so matters "
|
||
"can be discussed in an open forum of sorts. Attendees can be limited, via a "
|
||
"sign-in code. That way, confidential matters stay private."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/conference_calls.rst:9
|
||
msgid ""
|
||
"This document covers the configuration of conference calls in Axivox for use"
|
||
" in Odoo *VoIP*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/conference_calls.rst:12
|
||
msgid "Add a virtual conference"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/conference_calls.rst:14
|
||
msgid ""
|
||
"To add a virtual conference room, navigate to the `Axivox management console"
|
||
" <https://manage.axivox.com>`_. After logging in, click on "
|
||
":guilabel:`Conferences` in the menu on the left."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/conference_calls.rst:18
|
||
msgid ""
|
||
"Next, click the green button labeled, :guilabel:`Add a conference`, and a "
|
||
":guilabel:`New conference` form appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/conference_calls.rst-1
|
||
msgid "New conference form on Axivox."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/conference_calls.rst:25
|
||
msgid ""
|
||
"From here, fill in the :guilabel:`Name` field, and set an "
|
||
":guilabel:`Internal extension`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/conference_calls.rst:27
|
||
msgid ""
|
||
"The internal extension is what everyone in the network uses to quickly dial "
|
||
"into the conference call, instead of typing in the whole phone number."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/conference_calls.rst:31
|
||
msgid ""
|
||
"Pick a number between three and five digits long, making it easy to remember"
|
||
" and dial."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/conference_calls.rst:33
|
||
msgid ""
|
||
"Next, set the :guilabel:`Access code`, if the conference room requires "
|
||
"security. This is a password to get into the conference, once the extension "
|
||
"for the conference is dialed. Immediately after dialing the extension, a "
|
||
"digital receptionist prompts for the :guilabel:`Access code`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/conference_calls.rst:37
|
||
msgid ""
|
||
"In the :guilabel:`Administrator extension` field, click the drop-down menu, "
|
||
"and select the user's extension that manages the call."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/conference_calls.rst:40
|
||
msgid ""
|
||
"Finally, in the :guilabel:`Wait for the administrator to start the "
|
||
"conference` field, click the drop-down menu, and select :guilabel:`Yes` or "
|
||
":guilabel:`No`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/conference_calls.rst:43
|
||
msgid ""
|
||
"Should the selection be :guilabel:`Yes`, then nobody is allowed to utilize "
|
||
"the virtual conference room until the administrator is present, and logged "
|
||
"into the conference call."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/conference_calls.rst:46
|
||
msgid ""
|
||
"When all fields are filled in, be sure to :guilabel:`Save` the "
|
||
"configuration. Then, click :guilabel:`Apply changes` in the upper-right "
|
||
"corner to implement the change in production."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/conference_calls.rst:49
|
||
msgid ""
|
||
"Upon doing so, the conference is added, and the Axivox administrator has the"
|
||
" option to :guilabel:`Delete` or :guilabel:`Edit` the conference from the "
|
||
"Axivox :guilabel:`Conference` main dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/conference_calls.rst:53
|
||
msgid ""
|
||
"To invite an Axivox user to a specific conference call, click "
|
||
":guilabel:`Invite` to the right of the desired conference, and proceed to "
|
||
"enter the extension or phone number of the invitee in the pop-up window that"
|
||
" appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/conference_calls.rst:57
|
||
msgid ""
|
||
"Once the extension or number is added into the :guilabel:`Please enter the "
|
||
"phone number of the person you want to invite` field, click the green "
|
||
":guilabel:`Invite` button, and the recipient immediately receives a phone "
|
||
"call, automatically linking them to the conference."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/conference_calls.rst:66
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:32
|
||
msgid "Incoming numbers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/conference_calls.rst:68
|
||
msgid ""
|
||
"To open a conference to a wider audience, an Axivox conference can be linked"
|
||
" to *Incoming numbers*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/conference_calls.rst:70
|
||
msgid ""
|
||
"To do that, log into the `Axivox management console "
|
||
"<https://manage.axivox.com>`_, and click :guilabel:`Incoming numbers` in the"
|
||
" menu on the left."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/conference_calls.rst:73
|
||
msgid ""
|
||
"On the :guilabel:`Incoming numbers` dashboard, click :guilabel:`Edit` to the"
|
||
" far-right of the :guilabel:`Number` to which the conference should be "
|
||
"attached."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/conference_calls.rst:76
|
||
msgid ""
|
||
"Then, under the first field, labeled, :guilabel:`Destination type for voice "
|
||
"call`, click the drop-down menu, and select :guilabel:`Conference`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/conference_calls.rst:79
|
||
msgid ""
|
||
"Next, in the :guilabel:`Conference` field, click the drop-down menu, and "
|
||
"select the specific conference that should be attached to this incoming "
|
||
"number."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/conference_calls.rst:82
|
||
msgid ""
|
||
"Now, whenever this incoming number is dialed, the caller is let into the "
|
||
"conference, if there is not an :guilabel:`Access code` required. If there "
|
||
"*is* an :guilabel:`Access code` required, the caller is then prompted to "
|
||
"enter the :guilabel:`Access code` to enter the conference."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/conference_calls.rst:87
|
||
msgid "Start call in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/conference_calls.rst:89
|
||
msgid ""
|
||
"Anywhere in the Odoo database, open the *VoIP* widget, by clicking the "
|
||
":guilabel:`☎️ (phone)` icon, located in the upper-right corner. Then, dial "
|
||
"the specific extension number for the conference, and click the :guilabel:`📞"
|
||
" (phone)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/conference_calls.rst-1
|
||
msgid "Connecting to a conference extension using the Odoo VoIP widget."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/conference_calls.rst:97
|
||
msgid ""
|
||
"Once the digital receptionist answers, enter the :guilabel:`Access code` (if"
|
||
" needed), and press the :guilabel:`# (pound)` icon/key."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:3
|
||
msgid "Advanced dial plans"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:5
|
||
msgid ""
|
||
"Typically, companies have a lot of incoming calls every day, but many do not"
|
||
" want their teams to answer calls 24 hours a day, 7 days a week."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:8
|
||
msgid ""
|
||
"By using Axivox advanced dial plan features, the process can be automated, "
|
||
"and routing can be set up for all scenarios. This way, customers are never "
|
||
"left waiting, or frustrated, because they cannot get in touch with anyone."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:12
|
||
msgid ""
|
||
"By utilizing the advanced elements in dial plans, companies can automate "
|
||
"call routing for certain days or times, like company holidays. Companies can"
|
||
" also allow callers to enter extensions themselves, and get transferred "
|
||
"automatically using a digital receptionist. This way, an administrative team"
|
||
" does **not** have to be available around the clock."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:17
|
||
msgid ""
|
||
"There is even the option to route callers, depending on where they are "
|
||
"calling from in the world, thus maximizing efficiency."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:21
|
||
msgid ""
|
||
"For more information on basic dial plans, and how to add elements, visit "
|
||
":doc:`dial_plan_basics`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:24
|
||
msgid ""
|
||
"Using a browser add-on for spelling may hinder the use of the visual editor "
|
||
"in dial plans. Do **not** use a translator with the Axivox management "
|
||
"console."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:28
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:160
|
||
msgid "Advanced elements"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:30
|
||
msgid ""
|
||
"In Axivox dial plans (as described in :doc:`dial_plan_basics`), there are "
|
||
"two advanced elements that can be used."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:33
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:164
|
||
msgid ""
|
||
":guilabel:`Record`: recording feature is enabled (requires plan change, "
|
||
"enabled in Axivox settings)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:35
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:166
|
||
msgid ""
|
||
":guilabel:`Caller ID`: replace the caller ID by the called number or free "
|
||
"text."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:37
|
||
msgid ""
|
||
"To add one of these elements, navigate to the :guilabel:`Dial plans` page, "
|
||
"located in the menu on the left side of the `Axivox management console "
|
||
"<https://manage.axivox.com>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:40
|
||
msgid ""
|
||
"Next, click on the :guilabel:`Visual Editor` button to the right of the "
|
||
"desired dial plan to edit it. Finally, open the :guilabel:`New element` "
|
||
"drop-down menu, select the element, and click :guilabel:`Add`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst-1
|
||
msgid ""
|
||
"Visual editor for a dial plan in Axivox, with Add and the dispatcher element"
|
||
" highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:48
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:99
|
||
msgid "For more information, visit :ref:`voip/axivox/dial_plans`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:51
|
||
msgid ""
|
||
"The :guilabel:`Record` element records calls that are routed through this "
|
||
"element, and requires an additional plan change in Axivox."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:54
|
||
msgid ""
|
||
"To enable recording on Axivox, navigate to :guilabel:`Settings` in the "
|
||
"`Axivox management console <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/general/voip/axivox/dial_plan_advanced.rst:60
|
||
msgid ""
|
||
"If the :guilabel:`Recording` drop-down menu is unavailable and unable to "
|
||
"change, then consult Axivox to enable the feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:63
|
||
msgid ""
|
||
"The :guilabel:`Caller ID` element allows for the replacement of the caller "
|
||
"ID downstream, after routing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:66
|
||
msgid ""
|
||
"Upon adding the :guilabel:`Caller ID` element to the dial plan, and double-"
|
||
"clicking it to configure it, two options appear."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:69
|
||
msgid ""
|
||
"The first is a :guilabel:`Free text` field, where any text can be input to "
|
||
"replace the caller ID. The second option is :guilabel:`Replace the caller ID"
|
||
" by the called number`. This option replaces the caller's ID with the "
|
||
":guilabel:`Incoming number`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:74
|
||
msgid ""
|
||
"A company may want to use the :guilabel:`Caller ID` element to replace the "
|
||
":guilabel:`Incoming number`, so employees, or outside transfers, cannot see "
|
||
"the number, and information is kept private."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:79
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:135
|
||
msgid "Basic routing elements"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:81
|
||
msgid ""
|
||
"Basic routing elements in Axivox dial plans provide extension-based routing."
|
||
" This can be done by adding either a *Menu* to numerically link the dial-by-"
|
||
"numbers to an action, or by using a *Digital Receptionist* to automatically "
|
||
"route or listen for an extension, based on a key input from the caller."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:86
|
||
msgid ""
|
||
"The main difference between the two elements is that the *Digital "
|
||
"Receptionist* does **not** need to be pre-configured numerically with "
|
||
"actions. Instead, it acts as a virtual receptionist."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:89
|
||
msgid ""
|
||
":guilabel:`Menu`: add a dial-by-number directory and configured downstream "
|
||
"actions (not terminal). For example, a dial-by-numbers function could "
|
||
"feature an element, wherein clicking '2' takes the caller to the element "
|
||
"linked to '2' on the Menu element in the dial plan."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:92
|
||
msgid ""
|
||
":guilabel:`Digital Receptionist`: attach a virtual dispatcher to listen for "
|
||
"extensions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:94
|
||
msgid ""
|
||
"To add one of these elements, navigate to the :guilabel:`Dial plans` page, "
|
||
"located in the menu on the left side of the `Axivox management console "
|
||
"<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/general/voip/axivox/dial_plan_advanced.rst:102
|
||
msgid "Digital receptionist scenario"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:104
|
||
msgid ""
|
||
"The *Digital Receptionist* element is a listen-feature that accurately "
|
||
"routes callers through a dial plan, based on the extension they enter, via "
|
||
"the key pad."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:107
|
||
msgid ""
|
||
"Set a *Digital Receptionist* to eliminate the need of a team, or live "
|
||
"receptionist, to be on-call all the time. With that element in place, calls "
|
||
"now reach their destination, without a real person interjecting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:111
|
||
msgid ""
|
||
"After adding the :guilabel:`Digital Receptionist` element to a dial plan, "
|
||
"connect the appropriate endpoints, and double-click on the element to set "
|
||
"the :guilabel:`Timeout` on the :guilabel:`receptionist` pop-up window that "
|
||
"appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:115
|
||
msgid ""
|
||
"The :guilabel:`Timeout` can be set in `5` second increments, from `5` "
|
||
"seconds to `60` seconds."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:118
|
||
msgid ""
|
||
"The :guilabel:`Digital Receptionist` element **requires** a :guilabel:`Play "
|
||
"a file` element on either side of it, to explain what action to take, and "
|
||
"when a wrong extension is entered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:122
|
||
msgid ""
|
||
"While customizing a dial plan in a :guilabel:`Dialplan Editor` pop-up "
|
||
"window, add a :guilabel:`Menu` element, with a :guilabel:`Greeting message` "
|
||
"that might read, `Press star to dial an extension`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:126
|
||
msgid ""
|
||
"Then, on the :guilabel:`Menu` element, for the :guilabel:`* (star)` option, "
|
||
"link a :guilabel:`Play a file` element, that plays an :guilabel:`Audio "
|
||
"message` saying, 'Enter the extension of the person you are trying to "
|
||
"reach'."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:130
|
||
msgid ""
|
||
"Following the first :guilabel:`Play a file` element, add the "
|
||
":guilabel:`Digital Receptionist` element, followed by another "
|
||
":guilabel:`Play a file` element, which states, 'That is not a valid "
|
||
"extension'."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:134
|
||
msgid ""
|
||
"This last element is in place to close the loop, should the caller not enter"
|
||
" a correct extension."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:136
|
||
msgid ""
|
||
"Finally, this last :guilabel:`Play a file` element is looped back into the "
|
||
":guilabel:`Menu` element."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:0
|
||
msgid "A digital receptionist element highlighted in an example dial plan."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:144
|
||
msgid ""
|
||
"Dial plan elements can be configured by double-clicking them, and selecting "
|
||
"different features of the Axivox console to them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:147
|
||
msgid ""
|
||
"For example, an :guilabel:`Audio message` needs to be made, and then "
|
||
"selected in a :guilabel:`Play a file` or :guilabel:`Menu` element."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:150
|
||
msgid ""
|
||
"For more information, see this documentation "
|
||
":ref:`voip/axivox/audio_messages`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:153
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:147
|
||
msgid "Advanced routing elements"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:155
|
||
msgid ""
|
||
"Advanced routing elements route calls automatically as they are received "
|
||
"into the incoming number(s). This can be configured using geo-location, "
|
||
"whitelisting, or time-based variables. Calls pass through a filter prior to "
|
||
"their final destination, and are routed, based on the set variable(s)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:160
|
||
msgid "The following are advanced routing elements:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:162
|
||
msgid ""
|
||
":guilabel:`Dispatcher`: create a call filter to route traffic, based on the "
|
||
"geo-location of the caller ID."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:164
|
||
msgid ""
|
||
":guilabel:`Access List`: create a tailored access list, with VIP customer "
|
||
"preference."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:165
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:154
|
||
msgid ""
|
||
":guilabel:`Time Condition`: create time conditions to route incoming traffic"
|
||
" around holidays, or other sensitive time-frames."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:169
|
||
msgid ""
|
||
"Whitelisting is a technical term used to create a list of allowed numbers. "
|
||
"Conversely, blacklisting is used to create a list of denied numbers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:172
|
||
msgid ""
|
||
"To add one of these elements, navigate to the :guilabel:`Dial plans` page, "
|
||
"located in the menu on the left side of the `Axivox management console "
|
||
"<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/general/voip/axivox/dial_plan_advanced.rst:179
|
||
msgid "Dispatcher scenario"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:181
|
||
msgid ""
|
||
"A *Dispatcher* element is a dial plan feature that directs calls, based on "
|
||
"region or geo-location. In most cases, the :guilabel:`Dispatcher` element in"
|
||
" a dial plan is linked to the :guilabel:`Start` element, in order to filter "
|
||
"or screen calls as they come into an incoming number."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:185
|
||
msgid ""
|
||
"Double-click the :guilabel:`Dispatcher` element in the :guilabel:`Dialplan "
|
||
"Editor` pop-up window to configure it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:188
|
||
msgid ""
|
||
"This element checks numbers (routed through this element), according to "
|
||
"regular expressions. To add a regular expression, click :guilabel:`Add a "
|
||
"line` on the bottom of the :guilabel:`Dispatcher` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:192
|
||
msgid ""
|
||
"Then, under :guilabel:`Name`, enter a recognizable name to identify this "
|
||
"expression. This is the name that appears in the :guilabel:`Dispatcher` "
|
||
"element on the dial plan showcased in the :guilabel:`Dialplan Editor` pop-up"
|
||
" window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:196
|
||
msgid ""
|
||
"In the :guilabel:`Regular expression` field, enter the country code, or area"
|
||
" code, which Axivox should route for incoming calls. This is especially "
|
||
"helpful when a company would like to filter their customers to certain "
|
||
"queues, or users based on the customer's geo-location."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:200
|
||
msgid ""
|
||
"To specify all numbers behind a certain country code, or area code, include "
|
||
"`\\d+` after the country code, or country code + area code."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst-1
|
||
msgid ""
|
||
"Dispatcher configuration panel, with name, regular expression and add a line"
|
||
" highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:208
|
||
msgid "`02\\\\d+`: validates the numbers starting with `02`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:209
|
||
msgid "`00\\\\d+`: validates all numbers beginning with `00`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:210
|
||
msgid ""
|
||
"`0052\\\\d+` validates all numbers beginning with `0052` (Mexico country "
|
||
"code)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:211
|
||
msgid ""
|
||
"`001716\\\\d+`: validates all numbers beginning with `001716` (USA country "
|
||
"code + Western New York area code)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:215
|
||
msgid ""
|
||
"A regular expression (shortened to \"regex\" or \"regexp\"), sometimes "
|
||
"referred to as a \"rational expression,\" is a sequence of characters that "
|
||
"specifies a match pattern in text. In other words, a match is made within "
|
||
"the given range of numbers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:219
|
||
msgid ""
|
||
"When the desired configurations are complete on the :guilabel:`Dispatcher` "
|
||
"pop-up window, be sure to click :guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:222
|
||
msgid ""
|
||
"Upon doing so, the :guilabel:`Dispatcher` element appears with different "
|
||
"routes available to configure, based on the :guilabel:`Regular Expressions` "
|
||
"that were set."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:225
|
||
msgid ""
|
||
"Attach these routes to any :guilabel:`New element` in the "
|
||
":guilabel:`Dialplan Editor` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:227
|
||
msgid ""
|
||
"By default, there is an :guilabel:`Unknown` path that appears on the "
|
||
":guilabel:`Dispatcher` element after setting at least one :guilabel:`Regular"
|
||
" Expression`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:230
|
||
msgid ""
|
||
"Calls follow this route/path when their number does not match any "
|
||
":guilabel:`Regular Expression` set on the :guilabel:`Dispatcher` element."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst-1
|
||
msgid "Dial plan with dispatcher element highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:238
|
||
msgid "Time condition scenario"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:240
|
||
msgid ""
|
||
"When a :guilabel:`Time Condition` element is added to a dial plan, it has a "
|
||
"simple :guilabel:`True` and :guilabel:`False` routing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:243
|
||
msgid ""
|
||
"After adding the :guilabel:`Time Condition` element to a dial plan, double-"
|
||
"click it to configure the variables. :guilabel:`Hour/Minute`, "
|
||
":guilabel:`Days of the week`, :guilabel:`Day of the month`, and "
|
||
":guilabel:`Month` can all be configured."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:247
|
||
msgid ""
|
||
"If the time which the caller contacts the incoming number matches the set "
|
||
"time conditions, then the :guilabel:`True` path is followed, otherwise the "
|
||
":guilabel:`False` path is followed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:251
|
||
msgid ""
|
||
"For a company that is closed yearly for the American Independence Day "
|
||
"holiday (July 4th) the following time conditions should be set:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:254
|
||
msgid ":guilabel:`Hour/Minute` - `0:0 to 23:59`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:255
|
||
msgid ":guilabel:`Day of the week` - `All to All`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:256
|
||
msgid ":guilabel:`Day of the month` - `From 4 to 4`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:257
|
||
msgid ":guilabel:`Month` - `July`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:259
|
||
msgid ""
|
||
"The :guilabel:`Time Condition` element is especially useful for holidays, "
|
||
"weekends, and to set working hours. When a caller reaches a destination "
|
||
"where they can be helped, either with a real person or voicemail, this "
|
||
"reduces wasted time and hangups."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst-1
|
||
msgid ""
|
||
"Time condition element set in a dial plan on Axivox. Time condition is "
|
||
"highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:268
|
||
msgid ""
|
||
"To set the :guilabel:`Timezone` that the :guilabel:`Time Condition` operates"
|
||
" under, navigate to `Axivox management console "
|
||
"<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/general/voip/axivox/dial_plan_advanced.rst:274
|
||
msgid "Access list scenario"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:276
|
||
msgid ""
|
||
"An *Access List* element in a dial plan allows for the routing of certain "
|
||
"numbers, and disallows (denies) other numbers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:279
|
||
msgid ""
|
||
"After adding an :guilabel:`Access List` element to a dial plan, it can be "
|
||
"configured by double-clicking on the element directly in the "
|
||
":guilabel:`Dialplan Editor` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:282
|
||
msgid ""
|
||
"Two fields appear where regular expressions can based in the "
|
||
":guilabel:`Allow` and :guilabel:`Deny` fields of the :guilabel:`Access List`"
|
||
" pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:286
|
||
msgid ""
|
||
"For a very important customer, their number can be set in the "
|
||
":guilabel:`Allow` field, and these callers can be sent directly to "
|
||
"management."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:290
|
||
msgid ""
|
||
"A regular expression (shortened to \"regex\" or \"regexp\"), sometimes also "
|
||
"referred to as a \"rational expression,\" is a sequence of characters that "
|
||
"specifies a match pattern in text."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst-1
|
||
msgid ""
|
||
"Access list element configuration with the allow/deny fields highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:298
|
||
msgid "`2\\\\d\\\\d`: validates numbers from `200 to 299`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:299
|
||
msgid "`02\\\\d*`: validates all numbers beginning with `02`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:300
|
||
msgid "`0017165551212`: validates the number (`0017165551212`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:302
|
||
msgid ""
|
||
"After setting the :guilabel:`Allow` and :guilabel:`Deny` fields with regular"
|
||
" expressions or numbers, click :guilabel:`Save` on the :guilabel:`Access "
|
||
"List` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:305
|
||
msgid ""
|
||
"Then, on the :guilabel:`Access list` element in the dial plan, three paths "
|
||
"(or routes) are available to link to further actions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:308
|
||
msgid ""
|
||
"Unknown calls can be routed through the regular menu flow by adding a "
|
||
":guilabel:`Menu` element, and connecting it to the :guilabel:`Unknown` path."
|
||
" :guilabel:`Refused` calls can be routed to the :guilabel:`Hang up` element."
|
||
" Lastly, :guilabel:`Authorized` callers can be sent to a specific extension "
|
||
"or queue."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst-1
|
||
msgid "Access list element highlighted in an example dial plan."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:318
|
||
msgid "Switches"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:320
|
||
msgid ""
|
||
"A *Switch* element in Axivox is a simple activated/deactivated route action."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:322
|
||
msgid ""
|
||
"These can be activated or chosen quickly, allowing for quick routing "
|
||
"changes, without altering the dial plan."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:325
|
||
msgid ""
|
||
"Alternate routes can be configured, so that in a moments notice, they can be"
|
||
" switched to. This could be for new availability, or to adjust traffic flow "
|
||
"for any number of reasons."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:328
|
||
msgid ""
|
||
"Axivox allows for a simple on/off switch, and a multi-switch, which can have"
|
||
" several paths to choose from."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:331
|
||
msgid ""
|
||
":guilabel:`Switch`: a manual on/off control that can divert traffic, based "
|
||
"on whether it is opened (on) or closed (off)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:333
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:156
|
||
msgid ""
|
||
":guilabel:`Multi-Switch`: a mechanism to create paths, and turn them on and "
|
||
"off, to divert incoming calls."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:337
|
||
msgid "Basic switch"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:339
|
||
msgid ""
|
||
"A :guilabel:`Switch` can be set in the `Axivox management console "
|
||
"<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/general/voip/axivox/dial_plan_advanced.rst:344
|
||
msgid ""
|
||
"Then, toggle the desired switch to either :guilabel:`On` or :guilabel:`Off`,"
|
||
" from the :guilabel:`State` column on the :guilabel:`Switches` dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:347
|
||
msgid ""
|
||
"This :guilabel:`On` / :guilabel:`Off` state automatically routes traffic in "
|
||
"a dial plan, in which this switch is set."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:350
|
||
msgid ""
|
||
"The traffic travels to the :guilabel:`Active` route when :guilabel:`On` is "
|
||
"toggled in the switch. The call traffic travels to the :guilabel:`Inactive` "
|
||
"route when :guilabel:`Off` is toggled in the switch."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:354
|
||
msgid ""
|
||
"Changes can be made on the fly, just be sure to click :guilabel:`Apply "
|
||
"changes` to implement the them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:358
|
||
msgid "Add a switch to dial plan"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:360
|
||
msgid ""
|
||
"To add a :guilabel:`Switch` to a dial plan, navigate to `Axivox management "
|
||
"console <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/general/voip/axivox/dial_plan_advanced.rst:365
|
||
msgid ""
|
||
"Then, from the :guilabel:`New element` drop-down menu, select "
|
||
":guilabel:`Switch`, and then click :guilabel:`Add`. Double-click on the "
|
||
"element to further configure the :guilabel:`Switch` element."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst-1
|
||
msgid ""
|
||
"Switch configuration in a dial plan, with inactive and active routes "
|
||
"highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:373
|
||
msgid "Multi-switch"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:375
|
||
msgid ""
|
||
"A *Multi-Switch* element in Axivox is a switch where multiple paths can be "
|
||
"configured, and switched between."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:378
|
||
msgid ""
|
||
"To configure and set a :guilabel:`Multi-Switch` element, navigate to `Axivox"
|
||
" management console <https://manage.axivox.com>`_. Then, click on the "
|
||
":guilabel:`Switches` menu item in the left menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:381
|
||
msgid ""
|
||
"Toggle to the :guilabel:`Multi-switch` tab to create, or set, a pre-"
|
||
"configured :guilabel:`Multi-Switch` element."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:384
|
||
msgid ""
|
||
"To create a new :guilabel:`Multi-Switch`, click :guilabel:`Create new`. "
|
||
"Then, enter a :guilabel:`Name` for the element, and then enter the "
|
||
":guilabel:`Available choice`. Enter one :guilabel:`Available choice` per "
|
||
"line. Do **not** duplicate any entries."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:388
|
||
msgid "Remember to click :guilabel:`Save` when done."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:390
|
||
msgid ""
|
||
"To select the :guilabel:`State` of the :guilabel:`Multi-Switch`, click the "
|
||
"drop-down menu next to the :guilabel:`Multi-Switch` name, under the "
|
||
":guilabel:`Multi-switch` tab on the :guilabel:`Switches` dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:394
|
||
msgid ""
|
||
"The :guilabel:`State` chosen is the route that is followed in the dial plan."
|
||
" The :guilabel:`State` can be edited on the fly, just be sure to click "
|
||
":guilabel:`Apply changes`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:398
|
||
msgid "Add a multi-switch to dial plan"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:400
|
||
msgid ""
|
||
"To add a :guilabel:`Multi-Switch` element to a dial plan, navigate to "
|
||
"`Axivox management console <https://manage.axivox.com>`_, and click "
|
||
":guilabel:`Dial plans` in the left menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:403
|
||
msgid ""
|
||
"Then, select or create a dial plan. Next, click :guilabel:`Visual Editor` on"
|
||
" the desired dial plan."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst:405
|
||
msgid ""
|
||
"On the :guilabel:`Dialplan Editor` pop-up window that appears, click on the "
|
||
":guilabel:`New element` drop-down menu, and select :guilabel:`Multi-Switch`."
|
||
" Then, click :guilabel:`Add`. Double-click on the element to further "
|
||
"configure the :guilabel:`Switch` element."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_advanced.rst-1
|
||
msgid ""
|
||
"Multi-switch configuration in a dial plan, with chosen route highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:3
|
||
msgid "Dial plan basics"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:5
|
||
msgid ""
|
||
"When someone calls a business, they might need to get in contact with "
|
||
"customer support, a sales team, or even a person's direct line. The caller "
|
||
"might also be in search of some information about the business, such as "
|
||
"store hours. Or, they might want to leave a voicemail, so someone from the "
|
||
"company can call them back. With dial plans in Axivox, a company can manage "
|
||
"how incoming calls like this are handled."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:11
|
||
msgid ""
|
||
"Using proper call architecture through a dial plan, callers get directed to "
|
||
"the right people, or to the right information, in a quick, efficient manner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:14
|
||
msgid "This document covers the basic configuration of dial plans in Axivox."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:17
|
||
msgid ""
|
||
"For more information on advanced dial plans, visit "
|
||
":doc:`dial_plan_advanced`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:20
|
||
msgid ""
|
||
"Using a browser add-on for spelling may hinder the use of the visual editor "
|
||
"in dial plans. Do not use a translator with the Axivox management console."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:26
|
||
msgid "Dial plans"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:28
|
||
msgid ""
|
||
"Access dial plans by navigating to `Axivox management console "
|
||
"<https://manage.axivox.com>`_, and clicking on :guilabel:`Dial plans` from "
|
||
"the menu on the left."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:31
|
||
msgid ""
|
||
"To add a new dial plan from the :guilabel:`Dial plan` page, click the green "
|
||
"button labeled, :guilabel:`Add a new dial plan`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:35
|
||
msgid ""
|
||
"Axivox has no limit to the number of dial plans that can be created. These "
|
||
"can be added, and improved upon, at any time. This allows for sandboxes to "
|
||
"be created with many different configurations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst-1
|
||
msgid ""
|
||
"Dial plan dashboard with the edit features and Add a dial plan button "
|
||
"highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:43
|
||
msgid ""
|
||
"To edit an existing dial plan, choose one of the following options to the "
|
||
"right of the saved dial plan:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:46
|
||
msgid ":guilabel:`Delete`: this action deletes the attached dial plan."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:47
|
||
msgid ":guilabel:`Edit`: this action allows the user to edit the dial plan."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:48
|
||
msgid ""
|
||
":guilabel:`Visual Editor`: this action opens a visual editor window, where "
|
||
"the dial plan architecture can be viewed and edited."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:50
|
||
msgid ""
|
||
":guilabel:`Duplicate`: this action duplicates the dial plan, and puts it at "
|
||
"the bottom of the list, with an extension of one number (+1) larger than the"
|
||
" original extension."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:54
|
||
msgid "Dialplan editor (visual editor)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:56
|
||
msgid ""
|
||
"When the :guilabel:`Visual Editor` button is clicked for a dial plan on the "
|
||
":guilabel:`Dial plan` page, a pop-up :guilabel:`Dialplan Editor` window "
|
||
"appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:59
|
||
msgid ""
|
||
"This pop-up window is the primary place where the architecture, or "
|
||
"structure, of the dial plan is configured. In this window, a :abbr:`GUI "
|
||
"(graphical user interface)` appears, where various dial plan elements can be"
|
||
" configured and linked together."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst-1
|
||
msgid ""
|
||
"Visual editor for an example dial plan, with the new element, Add, and Save buttons\n"
|
||
"highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:69
|
||
msgid ""
|
||
"New dial plans come blank with :guilabel:`New element` options for the user "
|
||
"to :guilabel:`Add` and :guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:72
|
||
msgid ""
|
||
"The method for saving in the :guilabel:`Dialplan Editor` is different from "
|
||
"saving any other edits in the Axivox management console because the "
|
||
":guilabel:`Save` button **must** be pressed before closing the "
|
||
":menuselection:`Visual editor`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:76
|
||
msgid ""
|
||
"Then, before these changes can take place on the Axivox platform, the user "
|
||
"**must** click :guilabel:`Apply changes` in the upper-right corner of the "
|
||
":guilabel:`Dial plan` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:79
|
||
msgid ""
|
||
"From the :guilabel:`Dialplan Editor` pop-up window, users can add a new "
|
||
"element to the dial plan. To do that, open the :guilabel:`New element` drop-"
|
||
"down menu, and select the desired element. Then, click :guilabel:`Add`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:83
|
||
msgid ""
|
||
"Doing so adds that element to the visual editor display of the dial plan "
|
||
"being modified. This element can be moved where desired amongst the other "
|
||
"elements present in the dial plan."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:86
|
||
msgid ""
|
||
"Connect elements in the dial plan by clicking and dragging outward from the "
|
||
":guilabel:`(open circle)` icon on the right side of the element. Doing so "
|
||
"reveals an :guilabel:`(arrow)` icon. Proceed to drag this "
|
||
":guilabel:`(arrow)` icon to the desired element in the dial plan that it is "
|
||
"meant to connect with."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:91
|
||
msgid ""
|
||
"Connect the :guilabel:`(arrow)` icon to the circle on the left side of the "
|
||
"desired element."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:93
|
||
msgid ""
|
||
"Calls displayed in the dial plan flow from left-to-right in the element."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:95
|
||
msgid ""
|
||
"In order to further configure a :guilabel:`New element`, double-click on the"
|
||
" element inside the dial plan, to reveal a subsequent pop-up window, wherein"
|
||
" additional customizations can be entered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:98
|
||
msgid ""
|
||
"Each element has a different configuration pop-up window that appears when "
|
||
"double-clicked."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:101
|
||
msgid ""
|
||
"All elements **must** have a final destination in the dial plan in order to "
|
||
"close a loop. This can be accomplished by implementing the :guilabel:`Hang "
|
||
"up` element, or looping the element back to a :guilabel:`Menu` element or "
|
||
":guilabel:`Digital Receptionist` element elsewhere in the dial plan."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:0
|
||
msgid ""
|
||
"Dial plan, shown with highlight looping open end back to the beginning of the menu\n"
|
||
"element."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:111
|
||
msgid ""
|
||
"Once all desired dial plan elements and configurations are complete, "
|
||
"remember to click :guilabel:`Save` before exiting the :guilabel:`Dialplan "
|
||
"Editor` pop-up window. Then, click :guilabel:`Apply changes` on the "
|
||
":guilabel:`Dial plans` page to ensure they are implemented into Axivox "
|
||
"production."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:117
|
||
msgid "Dial plan elements"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:119
|
||
msgid ""
|
||
"The following elements are available in the :guilabel:`New element` drop-"
|
||
"down menu, while designing a dial plan in the :guilabel:`Dialplan Editor` "
|
||
"pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:123
|
||
msgid "Basic elements"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:125
|
||
msgid ""
|
||
"These are the basic elements that are used in simple dial plans in Axivox:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:127
|
||
msgid ":guilabel:`Call`: call an extension or queue."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:128
|
||
msgid ":guilabel:`Play a file`: play an audio file or voice greeting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:129
|
||
msgid ":guilabel:`Voicemail`: forward to a voicemail (terminal)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:130
|
||
msgid ":guilabel:`Hang up`: hang up the call (terminal)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:131
|
||
msgid ""
|
||
":guilabel:`Queue`: attach a call queue with a group of users to answer a "
|
||
"call."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:132
|
||
msgid ""
|
||
":guilabel:`Conference`: add a conference room for a caller to connect to."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:137
|
||
msgid ""
|
||
"Routing elements change or route the path of a caller, these are some basic "
|
||
"routing elements used in Axivox:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:140
|
||
msgid ""
|
||
":guilabel:`Menu`: add a dial-by-number directory and configure downstream "
|
||
"actions (not terminal)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:141
|
||
msgid ""
|
||
":guilabel:`Switch`: attach a manual on/off control that can divert traffic "
|
||
"based on whether it is opened (On) or closed (Off)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:143
|
||
msgid ""
|
||
":guilabel:`Digital Receptionist`: attach a virtual dispatcher to listen for "
|
||
"extensions to connect to."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:149
|
||
msgid "These are the more advanced elements that route calls in Axivox:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:151
|
||
msgid ""
|
||
":guilabel:`Dispatcher`: create a call filter to route traffic based on the "
|
||
"geo-location of the caller ID."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:153
|
||
msgid ""
|
||
":guilabel:`Access List`: create a tailored access list with VIP customer "
|
||
"preference."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:162
|
||
msgid "The following are more advanced elements (not routing) in Axivox:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:169
|
||
msgid ""
|
||
"Dial plan elements can be configured by double-clicking them, and linking "
|
||
"different aspects of the Axivox console to them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:173
|
||
msgid "Attach to incoming number"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:175
|
||
msgid ""
|
||
"To attach an existing dial plan to an incoming number, go to `Axivox "
|
||
"management console <https://manage.axivox.com>`_ , and click on "
|
||
":guilabel:`Incoming numbers`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:178
|
||
msgid ""
|
||
"Next, click :guilabel:`Edit` next to the number to which the dial plan "
|
||
"should be attached."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:180
|
||
msgid ""
|
||
"Doing so reveals a separate page wherein that number's dial plan can be "
|
||
"modified. To do that, select :guilabel:`Dial plan` from the "
|
||
":guilabel:`Destination type for voice call` field drop-down menu. Then, "
|
||
"choose the desired dial plan from the :guilabel:`Dial plan` field that "
|
||
"appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:184
|
||
msgid ""
|
||
"With that in place, that means when that specific number calls in, the "
|
||
"configured dial plan is activated, and runs through the prompts to properly "
|
||
"route the caller."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:187
|
||
msgid ""
|
||
"Finally, :guilabel:`Save` the changes, and click :guilabel:`Apply changes` "
|
||
"in the upper-right corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:191
|
||
msgid "Basic dial plan scenario"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:193
|
||
msgid ""
|
||
"The following showcases a basic dial plan scenario for call routing, where "
|
||
"additional elements can be added to expand the setup. This basic dial plan "
|
||
"scenario includes the following linked elements :menuselection:`Start --> "
|
||
"Play a file --> Menu --> (Hang-up, Calls, Queues, Conferences) --> "
|
||
"(Voicemail, Hang-up)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst-1
|
||
msgid "Basic dial plan configuration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dial_plan_basics.rst:203
|
||
msgid ""
|
||
"This setup does **not** include any basic or advanced call routing. For more"
|
||
" information on call routing, reference this documentation: "
|
||
":doc:`dial_plan_advanced`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dynamic_caller_id.rst:3
|
||
msgid "Dynamic caller ID"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dynamic_caller_id.rst:5
|
||
msgid ""
|
||
"*Caller ID* identifies the caller when they make a phone call. It allows the"
|
||
" recipient of the call to see what number the caller is calling from. Caller"
|
||
" ID shows users and clients who is calling, so they can choose to pick up or"
|
||
" decline the call."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dynamic_caller_id.rst:9
|
||
msgid ""
|
||
"Axivox offers a dynamic caller ID option to choose which number is displayed"
|
||
" on outgoing calls."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dynamic_caller_id.rst:11
|
||
msgid ""
|
||
"International numbers can be purchased to do business transactions "
|
||
"internationally, via a phone call, from a number that has an area code or "
|
||
"country code of the destination being called. By displaying a local number, "
|
||
"this can increase customer engagement."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dynamic_caller_id.rst:15
|
||
msgid ""
|
||
"Some companies have many employees making calls from a call center. These "
|
||
"employees are not always available to receive a return phone call from a "
|
||
"prospective customer. In this case, :abbr:`VoIP (Voice over Internet "
|
||
"Protocol)` can be configured in such a way that dynamic caller ID shows the "
|
||
"main company phone number, so any number of employees in the group can "
|
||
"answer the call. This way, a call is never missed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dynamic_caller_id.rst:24
|
||
msgid "Default outgoing number"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dynamic_caller_id.rst:26
|
||
msgid ""
|
||
"In Axivox a *default number* can be set. This is a company's main number. "
|
||
"This means, when anyone from the company (user/employee) calls a number "
|
||
"outside the company, the default outgoing number shows up automatically on "
|
||
"the caller ID."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dynamic_caller_id.rst:30
|
||
msgid ""
|
||
"If someone from outside the company tries to call back a user/employee, they"
|
||
" are then funneled back through the main line (default number). If there is "
|
||
"a dial plan set up, they are prompted to make selections. This is especially"
|
||
" helpful in cases where employees change positions frequently, or if they "
|
||
"leave the company."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dynamic_caller_id.rst:39
|
||
msgid ""
|
||
"To access the default number, go to the `Axivox management console "
|
||
"<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/general/voip/axivox/dynamic_caller_id.rst:43
|
||
msgid ""
|
||
"From here, change the :guilabel:`Default outgoing number` by clicking the "
|
||
"drop-down menu, and making a selection from the incoming phone numbers "
|
||
"available on Axivox."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dynamic_caller_id.rst:46
|
||
msgid ""
|
||
"Be sure to :guilabel:`Save` the changes, then click :guilabel:`Apply "
|
||
"changes` in the upper-right corner of the :guilabel:`General Settings` page "
|
||
"to implement the change."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dynamic_caller_id.rst:49
|
||
msgid ""
|
||
"The :guilabel:`Default outgoing number` is what shows up by default in the "
|
||
"Axivox management portal. However, the outgoing number can also be "
|
||
"configured differently at the user level."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dynamic_caller_id.rst:53
|
||
msgid "Users"
|
||
msgstr "Người dùng"
|
||
|
||
#: ../../content/applications/general/voip/axivox/dynamic_caller_id.rst:55
|
||
msgid ""
|
||
"To configure the outgoing number at the user level, log in to the `Axivox "
|
||
"management console <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/general/voip/axivox/dynamic_caller_id.rst:59
|
||
msgid ""
|
||
"Under :guilabel:`Outgoing number`, click the drop-down menu to select either"
|
||
" the :guilabel:`Default outgoing number` (as specified here: "
|
||
":ref:`voip/axivox/dynamic-caller-id-default`), or any of the incoming "
|
||
"numbers on the Axivox account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dynamic_caller_id.rst:63
|
||
msgid ""
|
||
"Choosing the :guilabel:`Default` selection in the :guilabel:`Outgoing "
|
||
"number` drop-down menu ensures this user has the :guilabel:`Default outgoing"
|
||
" number` shown on their caller ID when making calls."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dynamic_caller_id.rst:66
|
||
msgid ""
|
||
"If a specific number is chosen, and that number is assigned to this user "
|
||
"under :guilabel:`Incoming numbers` (in the Axivox console's menu on the "
|
||
"left), that means this user has a direct line for customers to reach them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dynamic_caller_id.rst:70
|
||
msgid ""
|
||
"Once the desired changes are complete, be sure to click :guilabel:`Save`, "
|
||
"then click :guilabel:`Apply changes` in the upper-right corner to implement "
|
||
"the change."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dynamic_caller_id.rst:74
|
||
msgid ""
|
||
"By default, when creating a new user in Axivox, the :guilabel:`Outgoing "
|
||
"number` is automatically set to :guilabel:`Default`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dynamic_caller_id.rst:78
|
||
msgid "Advanced options"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dynamic_caller_id.rst:80
|
||
msgid ""
|
||
"To access the :guilabel:`Advanced options`, navigate to the "
|
||
":guilabel:`Settings` option in the menu on the left of the `Axivox "
|
||
"management console <https://manage.axivox.com>`_. Then, click "
|
||
":guilabel:`Advanced options` to the right of :guilabel:`Default outgoing "
|
||
"number`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dynamic_caller_id.rst:84
|
||
msgid ""
|
||
"By default, there are not any advanced rules set. To create one, click the "
|
||
"green :guilabel:`+ (plus)` icon. Doing so reveals a line with two blank "
|
||
"fields. From here, different caller IDs can be set up, depending on what "
|
||
"location the user/employee is calling from."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dynamic_caller_id.rst:88
|
||
msgid ""
|
||
"To create a rule, first set the :guilabel:`Destination prefix` in the first "
|
||
"empty field. This is the country code, complete with zero(s) in front of it."
|
||
" Then, in the second empty field, select the phone number that should be "
|
||
"used for calling out from that country code."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dynamic_caller_id.rst:93
|
||
msgid ""
|
||
"Check the box for :guilabel:`Apply advanced rules even for users with a "
|
||
"default outgoing number configured` to allow these rules to take precedent "
|
||
"over all other outgoing configurations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dynamic_caller_id.rst:97
|
||
msgid ""
|
||
"The order of the rules can be modified by dragging-and-dropping them into "
|
||
"another order. The first matching rule is applied."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dynamic_caller_id.rst:101
|
||
msgid ""
|
||
"For example, a company wants all users/employees to utilize the configured "
|
||
"number for Great Britain when calling from the `0044` country code (Great "
|
||
"Britain)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dynamic_caller_id.rst:104
|
||
msgid ""
|
||
"To accomplish that, simply type in `0044` into the :guilabel:`Destination "
|
||
"prefix` field, and select the number starting with the `+44` country code. "
|
||
"Order the rules as necessary, and select the checkbox to supersede all other"
|
||
" rules, if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dynamic_caller_id.rst:0
|
||
msgid "Advanced options for the default outgoing number."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/dynamic_caller_id.rst:112
|
||
msgid ""
|
||
"Once the desired configurations are complete, be sure to click "
|
||
":guilabel:`Save`, then click :guilabel:`Apply changes` in the upper-right "
|
||
"corner to implement the change."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:3
|
||
msgid "Manage users in Axivox"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:5
|
||
msgid ""
|
||
"Managing Axivox :abbr:`VoIP (Voice over Internet Protocol)` users is an "
|
||
"important part of setting up :abbr:`VoIP (Voice over Internet Protocol)` in "
|
||
"an Odoo database. Each Axivox user has a unique name, phone number and/or "
|
||
"extension, and a voicemail. This way, they can be reached in a variety of "
|
||
"convenient ways."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:10
|
||
msgid ""
|
||
"Axivox users are organized in a simple, straightforward way in the Axivox "
|
||
"console, so an administrator can manage users quickly and easily."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:14
|
||
msgid ""
|
||
"This documentation covers how to configure everything through a provider "
|
||
"called, Axivox. Depending on the chosen VoIP provider, the processes to "
|
||
"manage users may be different."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:18
|
||
msgid "Overview"
|
||
msgstr "Tổng quan"
|
||
|
||
#: ../../content/applications/general/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/general/voip/axivox/manage_users.rst:24
|
||
msgid ""
|
||
"Actions in the Axivox management console **must** be double-saved, in order "
|
||
"for the changes to take effect. To save any changes, click :guilabel:`Save` "
|
||
"in the individualized changes screen. Then, to implement those changes, "
|
||
"click the :guilabel:`Apply Changes` button in the upper-right corner of the "
|
||
"console."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:34
|
||
msgid ""
|
||
"Incoming numbers are all the numbers a company is paying to use to receive "
|
||
"calls."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:36
|
||
msgid ""
|
||
"Click on :menuselection:`Incoming numbers` from the menu on the left of the "
|
||
"Axivox management console. Doing so reveals the :guilabel:`Incoming numbers`"
|
||
" page, where all the incoming numbers are listed, along with their "
|
||
":guilabel:`Destination` and SMS information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:40
|
||
msgid ""
|
||
"The :guilabel:`Destination` determines the action that is taken, or the path"
|
||
" the caller follows when dialing said numbers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:43
|
||
msgid ""
|
||
"To edit the :guilabel:`Destination`, click the :guilabel:`Edit` button to "
|
||
"the far-right of the incoming number line to be modified. Then, on the "
|
||
":guilabel:`Edit number` page that appears, the :guilabel:`Destination type "
|
||
"for voice call` can be changed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:47
|
||
msgid ""
|
||
"The options available in the :guilabel:`Destination type for voice call` "
|
||
"drop-down menu are as follows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:50
|
||
msgid ":guilabel:`Not configured`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:51
|
||
msgid ":guilabel:`Extension`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:52
|
||
msgid ":guilabel:`Dial plan`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:53
|
||
msgid ":guilabel:`Voicemail`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:54
|
||
msgid ":guilabel:`Hang up`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:55
|
||
msgid ":guilabel:`Conference`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:57
|
||
msgid ""
|
||
"Depending on the selection made in the :guilabel:`Destination type for voice"
|
||
" call` drop-down menu, a second, selection-specific drop-down menu is "
|
||
"populated with further configuration options. Additionally, more fields are "
|
||
"revealed, based on the selection made in the :guilabel:`Destination type for"
|
||
" voice call` drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:62
|
||
msgid ""
|
||
"Once the desired configurations are complete, click :guilabel:`Save`, then "
|
||
"click :guilabel:`Apply changes` in the upper-right corner to implement them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:66
|
||
msgid "New users"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:68
|
||
msgid ""
|
||
"Every employee using :abbr:`VoIP (Voice over Internet Protocol)` at the "
|
||
"company needs an Axivox user account associated with them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:71
|
||
msgid ""
|
||
"To view existing users in the Axivox management console, click "
|
||
":guilabel:`Users` from the menu on the left of the console. Every user has a"
|
||
" :guilabel:`Number`, :guilabel:`Name`, option for a :guilabel:`Voicemail`, "
|
||
"and an :guilabel:`Outgoing number` specified."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:75
|
||
msgid ""
|
||
"To create a new user in the Axivox console, click :guilabel:`Add a user` to "
|
||
"reveal a :guilabel:`New user` form. The following tabs are available for "
|
||
"configuring the new user:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:78
|
||
msgid ""
|
||
":guilabel:`General`: basic information, including the extension of the user,"
|
||
" can be set."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:79
|
||
msgid ""
|
||
":guilabel:`Forwardings`: internal forwards on 'no answer' or busy signals."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:80
|
||
msgid ":guilabel:`Follow Me`: external forward configuration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:81
|
||
msgid ""
|
||
":guilabel:`Keys`: set hot-keys within the :abbr:`VoIP (Voice over Internet "
|
||
"Protocol)` system."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:82
|
||
msgid ""
|
||
":guilabel:`SIP Identifiers`: :abbr:`SIP (Session Initiation Protocol)` "
|
||
"username and password for external configuration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:84
|
||
msgid ""
|
||
":guilabel:`Permissions`: set access rights for users in the Axivox "
|
||
"management console."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:87
|
||
msgid "General tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:89
|
||
msgid ""
|
||
"Under the :guilabel:`General` tab of the :guilabel:`New user` form, in the "
|
||
":guilabel:`Extension` field, input an extension that is unique to the user. "
|
||
"This is the number internal users dial to reach a specific employee."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:93
|
||
msgid "In the :guilabel:`Name` field, input the employee name."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:95
|
||
msgid ""
|
||
"Next, fill out the :guilabel:`Email address of the user` field. A valid "
|
||
"email address for the employee should be added here, where the user receives"
|
||
" business emails."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:98
|
||
msgid ""
|
||
"In the :guilabel:`GSM number` field, enter an alternative number at which "
|
||
"the user can be reached. Be sure to include the country code."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:102
|
||
#: ../../content/applications/general/voip/onsip.rst:134
|
||
msgid ""
|
||
"A country code is a locator code that allows access to the desired country's"
|
||
" phone system. The country code is dialed first, prior to the target number."
|
||
" Each country in the world has its own specific country code."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:106
|
||
#: ../../content/applications/general/voip/onsip.rst:145
|
||
msgid ""
|
||
"For a list of comprehensive country codes, visit: `https://countrycode.org "
|
||
"<https://countrycode.org>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst-1
|
||
msgid "General tab layout in the Axivox management console."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:113
|
||
msgid ""
|
||
"In the :guilabel:`Voicemail` field, select either :guilabel:`Yes` or "
|
||
":guilabel:`No` from the drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:116
|
||
msgid ""
|
||
"In the :guilabel:`Directory` field, the administrator has the option to "
|
||
"leave it blank, by making no changes, or selecting :guilabel:`Default` from "
|
||
"the drop-down menu. The :guilabel:`Directory` is used in the *Digital "
|
||
"Receptionist* feature element of a dial-plan."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:120
|
||
msgid ""
|
||
"At the bottom of the :guilabel:`General` tab, there are two separate options"
|
||
" with selection boxes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:122
|
||
msgid ""
|
||
"The first option is :guilabel:`This user can receive multiple calls at the "
|
||
"same time`. By selecting this option, users are able to receive calls when "
|
||
"on another call."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:125
|
||
msgid ""
|
||
"The second option, :guilabel:`This user must log-in to call`, provides the "
|
||
"option to make it mandatory for the user to log in."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:129
|
||
msgid ""
|
||
"If a company uses physical VoIP phones on desks, and wants their employees "
|
||
"to be able to log in from *any* phone or desk in the office, they would make"
|
||
" the selection for :guilabel:`This user must log-in to call`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:133
|
||
msgid ""
|
||
"Once the desired configurations are complete, click :guilabel:`Save`, then "
|
||
"click :guilabel:`Apply changes` in the upper-right corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:139
|
||
msgid "Forwardings tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:141
|
||
msgid ""
|
||
"Under the :guilabel:`Forwardings` tab of the :guilabel:`New user` form, a "
|
||
"company can decide what happens if someone calls a user, and the call is not"
|
||
" answered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:145
|
||
msgid ""
|
||
"Forwardings are disabled when the :guilabel:`Follow Me` option is enabled."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:147
|
||
msgid ""
|
||
"For example, under the :guilabel:`Forwarding on no answer` field, when the "
|
||
"button for :guilabel:`Add a destination` is selected, the option to add a "
|
||
"specific user or phone number is revealed. After entering the "
|
||
":guilabel:`Destination`, a specific time frame can be selected by sliding "
|
||
"the :guilabel:`seconds bar` to the desired ring time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:152
|
||
msgid ""
|
||
"Additional :guilabel:`Destinations` can be added on with different ring "
|
||
"times."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:155
|
||
msgid ""
|
||
"Ring times can be staggered, so the call is forwarded to another user after "
|
||
"the first user does not pick up the call. The option to :guilabel:`Send to "
|
||
"voicemail as a last resort` is available to the administrator, should the "
|
||
":guilabel:`Destinations` not pick up."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:159
|
||
msgid ""
|
||
"Under the :guilabel:`Forwarding on busy` field, an administrator can "
|
||
":guilabel:`Add a destination`. When clicked, they can then set the "
|
||
":guilabel:`Destination` (user) and time frame. Should the original user's "
|
||
":abbr:`VoIP (Voice over Internet Protocol)` extension, or incoming number, "
|
||
"be busy, the call is forwarded to the destination(s)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst-1
|
||
msgid ""
|
||
"Manage forwarding calls to different users or phone numbers in the "
|
||
"Forwardings tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:168
|
||
msgid ""
|
||
"When the desired configurations are complete, click :guilabel:`Save`, then "
|
||
"click :guilabel:`Apply changes` in the upper-right corner of the page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:172
|
||
msgid "Follow Me tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:174
|
||
msgid ""
|
||
"When the :guilabel:`Follow Me` option is selected, under the "
|
||
":guilabel:`Follow Me` tab of the :guilabel:`New user` form, no "
|
||
":menuselection:`Forwardings` can be made."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:177
|
||
msgid ""
|
||
"Also, when the :guilabel:`Follow Me` option is selected, the :guilabel:`Add "
|
||
"a destination` button can be selected to add users, or a destination phone "
|
||
"number, to the original user's account. That way, these added numbers ring "
|
||
"when a call is received."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:181
|
||
msgid ""
|
||
"After entering the :guilabel:`Destination`, a specific time frame can be "
|
||
"made by sliding the :guilabel:`seconds bar` to the desired ring time. "
|
||
"Additional :guilabel:`Destinations` can be added with different ring times."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:186
|
||
msgid ""
|
||
"The original user's :abbr:`VoIP (Voice over Internet Protocol)` number does "
|
||
"**not** ring with this option selected. Ring times can also be staggered, so"
|
||
" the call is forwarded to another user after the first user does not pick up"
|
||
" the call."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst-1
|
||
msgid ""
|
||
"Ring destinations like different users or phone numbers from the Follow Me "
|
||
"tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:195
|
||
msgid ""
|
||
"The Odoo mobile app, or another :abbr:`SIP (Session Initiation Protocol)` "
|
||
"mobile client, allows for simultaneous ringing of the user's extension or "
|
||
"incoming number. For more information, visit the :doc:`VoIP Mobile "
|
||
"Integrations <../devices_integrations>` documentation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:199
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:345
|
||
msgid ""
|
||
"Once all desired configurations are complete, click :guilabel:`Save`, then "
|
||
"click :guilabel:`Apply changes` in the upper-right corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:203
|
||
msgid "Keys tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:205
|
||
msgid ""
|
||
"Under the :guilabel:`Keys` tab of the :guilabel:`New user` form, speed dial "
|
||
"actions for the user can be configured. Some more advanced options are "
|
||
"available, as well."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:208
|
||
msgid "The following options are available to set to numerical values `1-20`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:210
|
||
msgid "These actions can be set on each number:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:212
|
||
msgid ":guilabel:`Not configured`: the default action, which is nothing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:213
|
||
msgid ""
|
||
":guilabel:`BLF (Busy lamp fields)`: this action shows the status of other "
|
||
"users' phones connected to the Axivox phone system. This is primarily used "
|
||
"on a desk-phone."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:215
|
||
msgid ""
|
||
":guilabel:`Quick Call`: this action allows for a speed-dial of an external "
|
||
"number."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:216
|
||
msgid ":guilabel:`Line`: this action allows the user to call another user."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:217
|
||
msgid ""
|
||
":guilabel:`Switch`: this action allows the user to switch between calls from"
|
||
" a desk-phone."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:218
|
||
msgid ""
|
||
":guilabel:`Pickup`: this action allows the user to pick up an incoming call "
|
||
"from a desk-phone."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst-1
|
||
msgid ""
|
||
"Manage user page with Keys tab highlighted and number 2 key drop-down menu selected (with\n"
|
||
"highlight)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:225
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:313
|
||
msgid ""
|
||
"Once all the desired configurations are complete, click :guilabel:`Save`, "
|
||
"then click :guilabel:`Apply changes` in the upper-right corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:229
|
||
msgid ""
|
||
"Many of the preceding options have secondary options available, as well, "
|
||
"that can be used to link a user, or external phone number. These **must** be"
|
||
" filled out in conjunction with the initial action."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:234
|
||
msgid ""
|
||
"The :guilabel:`Number of keys` field can be changed by entering in the "
|
||
"desired numerical value in the :guilabel:`Number of keys` field, located at "
|
||
"the top of the :guilabel:`Keys` tab of the :guilabel:`New user` form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:239
|
||
msgid "SIP Identifiers tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:241
|
||
msgid ""
|
||
"*SIP*, which stands for Session Initiation Protocol telephony, allows one to"
|
||
" make and receive calls through an internet connection. The :guilabel:`SIP "
|
||
"Identifiers` tab on the :guilabel:`New user` form, contains credentials "
|
||
"needed to configure Axivox users in Odoo and/or a different :abbr:`SIP "
|
||
"(Session Initiation Protocol)` mobile client."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:247
|
||
msgid ""
|
||
"See the documentation on configuring Axivox, using the SIP identifiers:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:249
|
||
msgid ":doc:`Use VoIP services in Odoo with Axivox <axivox_config>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:250
|
||
msgid ":doc:`Axivox Mobile Integrations <../devices_integrations>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:252
|
||
msgid ""
|
||
"Under the :guilabel:`SIP Identifiers` tab, the :guilabel:`SIP username` "
|
||
"field represents the user's information that was entered in the "
|
||
":guilabel:`Extension` field, under the :guilabel:`General` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:255
|
||
msgid ""
|
||
"The :guilabel:`Domain` field is assigned to the company by the Axivox "
|
||
"representative."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:257
|
||
msgid ""
|
||
"The value in the :guilabel:`SIP Password` field is unique for every Axivox "
|
||
"user. This value is used to sign into Axivox on Odoo, and for any mobile "
|
||
":abbr:`SIP (Session Initiation Protocol)` clients."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst-1
|
||
msgid "Important credentials used for external configurations of Axivox VoIP."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:264
|
||
msgid ""
|
||
"The value listed in the :guilabel:`Address of the proxy server` field is "
|
||
"typically: `pabx.axivox.com`, but is subject to change by Axivox, so be sure"
|
||
" to check the :guilabel:`SIP Identifiers` tab for the most accurate value."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:268
|
||
msgid ""
|
||
"Once all desired configurations have been made, click :guilabel:`Save`, then"
|
||
" click :guilabel:`Apply changes` in the upper-right corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:272
|
||
msgid "Permissions tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:274
|
||
msgid ""
|
||
"Under the :guilabel:`Permissions` tab of a :guilabel:`New user` form, a "
|
||
":guilabel:`Username` and :guilabel:`Password` can be entered for the user."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:277
|
||
msgid ""
|
||
"Beneath those fields, the following permissions can be granted to Axivox "
|
||
"users for portal access:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:279
|
||
msgid ":guilabel:`User portal access`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:280
|
||
msgid ":guilabel:`User management`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:281
|
||
msgid ":guilabel:`Administrator access`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:282
|
||
msgid ":guilabel:`Phone management`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:283
|
||
msgid ":guilabel:`User group management`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:284
|
||
msgid ":guilabel:`Phone number management`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:285
|
||
msgid ":guilabel:`Dial plan management`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:286
|
||
msgid ":guilabel:`Pickup group management`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:287
|
||
msgid ":guilabel:`Switch management`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:288
|
||
msgid ":guilabel:`Conference management`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:289
|
||
msgid ":guilabel:`Queue management`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:290
|
||
msgid ":guilabel:`Voicemail management`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:291
|
||
msgid ":guilabel:`Audio messages management`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:292
|
||
msgid ":guilabel:`Music on hold management`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:293
|
||
msgid ":guilabel:`Directory management`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:294
|
||
msgid ":guilabel:`Call list`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:295
|
||
msgid ":guilabel:`Connected user list`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:296
|
||
msgid ":guilabel:`Global settings`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:297
|
||
msgid ":guilabel:`Apply changes button`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:298
|
||
msgid ":guilabel:`Invoice download`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:299
|
||
msgid ":guilabel:`Invoice details`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:300
|
||
msgid ":guilabel:`Blacklist management`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:301
|
||
msgid ":guilabel:`Conference participant management`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:303
|
||
msgid ""
|
||
"To access credentials for the Axivox user portal, navigate to the top of the"
|
||
" :menuselection:`Permissions` tab. Then, copy the :guilabel:`Username`, and "
|
||
"enter the correct :guilabel:`Password` for the individual user. There is a "
|
||
"minimum of 8 characters for a user password."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:309
|
||
msgid ""
|
||
"These are the same permissions granted to the Axivox administrator that are "
|
||
"listed in the menu on the left in the Axivox management console. Should a "
|
||
"selection state :guilabel:`No`, or :guilabel:`No access`, then the menu "
|
||
"option does **not** populate for the user."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:316
|
||
msgid ""
|
||
"Upon finishing the setup for a new user, an "
|
||
":ref:`voip/axivox/incoming_number` can be linked."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst-1
|
||
msgid ""
|
||
"Manage a user page, with the permissions tab highlighted, along with the first permission\n"
|
||
"highlighted indicating a no selection."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:326
|
||
msgid "User groups"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:328
|
||
msgid ""
|
||
"A user group is a grouping of Axivox users that can be linked to a queue for"
|
||
" call center capability."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:331
|
||
msgid ""
|
||
"To begin using user groups, navigate to `https://manage.axivox.com "
|
||
"<https://manage.axivox.com>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:333
|
||
msgid ""
|
||
"Then, log in with the appropriate administrator credentials. From the menu "
|
||
"on the left of the Axivox administrative panel, click into :guilabel:`User "
|
||
"Groups`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:336
|
||
msgid ""
|
||
"To add a user group from the :guilabel:`User Groups` page, click "
|
||
":guilabel:`Add a group`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:338
|
||
msgid ""
|
||
"Next, name the group, by entering text into the :guilabel:`Name` field. "
|
||
"Then, add a member to the group by typing the first few letters of the "
|
||
"user's name into the :guilabel:`Members` field. The user populates in a "
|
||
"drop-down menu below the field. Then, click on the desired user, and they "
|
||
"are added to the user group."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/manage_users.rst:343
|
||
msgid "Repeat this process to add more users to the group."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:3
|
||
msgid "Voicemails and audio messages"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:7
|
||
msgid ""
|
||
"Managing voicemail is an important part of any business. A company needs to "
|
||
"access their messages with ease, and stay on top of any missed calls. "
|
||
"Recording audio messages, like thanking a caller for reaching out, or "
|
||
"directing them to the right extension, is also a great way to personalize "
|
||
"the business interaction, and set the tone with the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:12
|
||
msgid ""
|
||
"This document covers the configuration of both voicemail and audio messages "
|
||
"in the Axivox administrative portal."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:18
|
||
msgid "Set global language"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:20
|
||
msgid ""
|
||
"To start using voicemails and audio messages with Axivox, the global "
|
||
"language should be set in the Axivox admin portal settings. To do that, "
|
||
"navigate to `manage.axivox.com <axivox_admin_>`_. After logging into the "
|
||
"portal, go to :menuselection:`Settings --> Global language (e.g.: voicemail "
|
||
"messages,...)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:25
|
||
msgid ""
|
||
"From here, set the language to either: :guilabel:`Francais`, "
|
||
":guilabel:`English`, :guilabel:`Espanol`, or :guilabel:`Deutsch`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:28
|
||
msgid ""
|
||
"Then, click :guilabel:`Save`, followed by :guilabel:`Apply changes` in the "
|
||
"upper-right corner of the :guilabel:`General Settings` page to implement the"
|
||
" change into production."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:34
|
||
msgid "Activate voicemail"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:36
|
||
msgid ""
|
||
"In order for a user to utilize voicemail in Axivox, the voicemail feature "
|
||
"**must** be turned on in the Axivox administrative portal. To begin using "
|
||
"voicemail with a user, navigate to `manage.axivox.com <axivox_admin_>`_. "
|
||
"Then, log in with the appropriate administrator credentials."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:40
|
||
msgid ""
|
||
"On the left menu of the Axivox administrative panel, click into "
|
||
":guilabel:`Users`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:42
|
||
msgid ""
|
||
"Then, click into the specific user the voicemail should be activated for. "
|
||
"Under the section marked, :guilabel:`Voicemail`, open the drop-down menu, "
|
||
"and click on :guilabel:`Yes`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:45
|
||
msgid ""
|
||
"Lastly, :guilabel:`Save` the change, then click :guilabel:`Apply changes` in"
|
||
" the upper-right corner of the screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:49
|
||
msgid "Voicemail"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:51
|
||
msgid ""
|
||
"The next step is to set up the individual voicemail boxes on the Axivox "
|
||
"administrative portal. To access the portal, visit `manage.axivox.com "
|
||
"<axivox_admin_>`_ and log in. Then, navigate to :menuselection:`Voicemails`,"
|
||
" located in the menu on the left."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:55
|
||
msgid ""
|
||
"If the voicemail option was activated in the user profile, using this "
|
||
"process :ref:`voip/axivox/activate_voicemail`, then a voicemail is "
|
||
"automatically created on the :guilabel:`Voicemails` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:60
|
||
msgid ""
|
||
"It should be noted that some of the administrative portal language is in "
|
||
"French, as Axivox is a Belgian company. The global language is still set to "
|
||
"one of the four options as seen here: :ref:`voip/axivox/global_language`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:65
|
||
msgid "Manually create voicemail"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:67
|
||
msgid ""
|
||
"To manually create a new voicemail box, click :guilabel:`Add a voicemail` on"
|
||
" the :guilabel:`Voicemails` page. Or, edit an existing voicemail box, by "
|
||
"clicking :guilabel:`Edit` to the far-right of an existing voicemail box on "
|
||
"the :guilabel:`Voicemails` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:72
|
||
msgid ""
|
||
"Suppose a sales or support team needs a general voicemail box. The voicemail"
|
||
" would need to be created manually, and attached to an incoming number."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:75
|
||
msgid ""
|
||
"The new, manually-created voicemail box should be attached to an incoming "
|
||
"number, so it can receive messages. To do so, navigate to "
|
||
":menuselection:`Incoming numbers`, located in the menu on the left. Then, "
|
||
"click :guilabel:`Edit` to the far-right of the specific number the voicemail"
|
||
" should be linked to."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:80
|
||
msgid ""
|
||
"In the :guilabel:`Destination type for voice call` field, click the drop-"
|
||
"down menu, and select :guilabel:`Voicemail`. Then, open the drop-down menu "
|
||
"on the next line labeled, :guilabel:`Voicemail`, and select the manually-"
|
||
"created voicemail box."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:85
|
||
msgid ""
|
||
"If an incoming number is capable of receiving SMS/text messages, an "
|
||
"additional field, :guilabel:`Destination email address for Incoming SMS`, is"
|
||
" present."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:88
|
||
msgid ""
|
||
"To determine whether an incoming number is capable of receiving SMS/text "
|
||
"messages, click :guilabel:`Incoming numbers` from the menu on the left, then"
|
||
" check the :guilabel:`SMS compatible` column for the incoming number."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:92
|
||
msgid ""
|
||
"Then, if applicable, in the field labeled, :guilabel:`Destination email "
|
||
"address for Incoming SMS`, enter an email to which incoming text messages "
|
||
"sent to the incoming number can be received. Some incoming numbers (US +1) "
|
||
"in Axivox are capable of receiving text messages from individuals and "
|
||
"automated numbers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:97
|
||
msgid ""
|
||
"Should this field be left empty, the default destination address is used, "
|
||
"instead (as previously set in the beginning of the process for manually "
|
||
"creating a voicemail)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:100
|
||
msgid ""
|
||
"Once all desired configurations are complete, click :guilabel:`Save`, then "
|
||
"click :guilabel:`Apply changes` in the upper-right corner of the screen to "
|
||
"implement the change into production."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:104
|
||
msgid "Notifications"
|
||
msgstr "Thông báo"
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:106
|
||
msgid ""
|
||
"Now, whenever a voicemail is received on any of the automatically pre-"
|
||
"configured or manually-linked voicemail boxes, an email is sent to the "
|
||
"user's email address, as listed in the :guilabel:`Voicemails` page, or in "
|
||
"the user's Axivox profile."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:110
|
||
msgid ""
|
||
"This information can be accessed by navigating to :menuselection:`Users` in "
|
||
"the left menu, and clicking :guilabel:`Edit` next to the specific user in "
|
||
"question."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:116
|
||
msgid "Forwarding to voicemail"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:118
|
||
msgid ""
|
||
"In Axivox, there are also numerous forwarding settings for a user. To access"
|
||
" these forwarding settings, go to `manage.axivox.com <axivox_admin_>`_ and "
|
||
"log in."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:121
|
||
msgid ""
|
||
"Next, navigate to :menuselection:`Users`, located in the menu on the left."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:123
|
||
msgid ""
|
||
"From there, click into the specific user the forwarding should be added to. "
|
||
"Then, open the :guilabel:`Forwardings` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:126
|
||
msgid ""
|
||
"If the user is busy on another call, or away from the phone, there is an "
|
||
"option present in this tab to :guilabel:`Send to voicemail as a last "
|
||
"resort`, located in the :guilabel:`Forwarding on no answer` and "
|
||
":guilabel:`Forwarding on busy` fields."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst-1
|
||
msgid ""
|
||
"Send to voicemail as a last resort options highlighted on the Forwardings "
|
||
"tab of the user."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:134
|
||
msgid ""
|
||
"If the :guilabel:`Send to voicemail as a last resort` box is ticked, when "
|
||
"the forwarding actions stated in each section are not successful, the caller"
|
||
" is routed to the voicemail set on the particular user."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:139
|
||
msgid ""
|
||
"For more information on forwarding and transfers, visit "
|
||
":ref:`voip/axivox/forwardings_tab`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:141
|
||
msgid ""
|
||
"When all the desired configurations are complete, click :guilabel:`Save`, "
|
||
"then click :guilabel:`Apply changes` in the upper-right corner of the screen"
|
||
" to implement the change."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:147
|
||
msgid "Audio messages"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:149
|
||
msgid ""
|
||
"It is possible to add audio messages *before* a customer's call is even "
|
||
"taken, to inform them about the waiting time for deliveries, the "
|
||
"availability of a product, or any other important promotional messages."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:153
|
||
msgid ""
|
||
"To record an audio message in Axivox, navigate to `manage.axivox.com "
|
||
"<axivox_admin_>`_ and log in."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:155
|
||
msgid ""
|
||
"Next, click on :guilabel:`Audio messages` in the menu on the left. From the "
|
||
":guilabel:`Audio messages` page, click :guilabel:`Add a message`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:158
|
||
msgid "Type in a :guilabel:`Name`, and click :guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:160
|
||
msgid ""
|
||
"Upon clicking :guilabel:`Save`, the browser redirects back to the main "
|
||
":guilabel:`Audio messages` page, where the newly-created message can be "
|
||
"found on the list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:163
|
||
msgid ""
|
||
"There are two different ways to make the audio message. The user could "
|
||
"either record the message over the phone, or type the message (in text), and"
|
||
" select a computer-generated speaker to read the message."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:168
|
||
msgid "Record audio message"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:170
|
||
msgid ""
|
||
"To record an audio message over the phone, click the orange button labeled, "
|
||
":guilabel:`Record/Listen`, located to the right of the desired message on "
|
||
"the list to record, on the :guilabel:`Audio messages` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:174
|
||
msgid ""
|
||
"When clicked, a :guilabel:`Record / listen to a message` pop-up window "
|
||
"appears. From here, the message is then recorded, via one of the extensions "
|
||
"that is associated with the user. Under :guilabel:`Extension to use for "
|
||
"message management` field, click the drop-down menu, and select the "
|
||
"extension where Axivox should call to record the message."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:179
|
||
msgid "Then, click :guilabel:`OK` to begin the call."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:182
|
||
msgid ""
|
||
"The user **must** be active in the production database with :abbr:`VoIP "
|
||
"(Voice over Internet Protocol)` configured. To configure :abbr:`VoIP (Voice "
|
||
"over Internet Protocol)` for a user, see this documentation: "
|
||
":doc:`axivox_config`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:186
|
||
msgid ""
|
||
"Upon connecting to the Axivox audio recorder management line, a recorded "
|
||
"French-speaking operator provides the following options:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:189
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:199
|
||
msgid "Press `1` to record a message."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:190
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:200
|
||
msgid "Press `2` to listen to the current message."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:192
|
||
msgid ""
|
||
"Press either `1` or `2`, depending on whether or not there is already a "
|
||
"message present in the system for this particular audio message that "
|
||
"requires a review, before recording a new one."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:195
|
||
msgid ""
|
||
"Record the new audio message after pressing `1`, then press `#` to end the "
|
||
"recording."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:197
|
||
msgid ""
|
||
"The French-speaking operator returns to the line presenting the first set of"
|
||
" questions again:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:202
|
||
msgid "Press `#` to end the call."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:205
|
||
msgid "Write audio message"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:207
|
||
msgid ""
|
||
"To type the message, and select a computerized speaker to say the text, "
|
||
"navigate to the :menuselection:`Audio messages` in the menu on the left."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:210
|
||
msgid ""
|
||
"From the :guilabel:`Audio messages` page, select the blue button labeled, "
|
||
":guilabel:`Text message`, next to the corresponding audio message "
|
||
":guilabel:`Name` that the message should be attached to."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:213
|
||
msgid "Doing so reveals a :guilabel:`Convert text to message` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:215
|
||
msgid ""
|
||
"From the :guilabel:`Convert to text message` pop-up window, click the drop-"
|
||
"down menu next to the field labeled, :guilabel:`Voice`, and select an option"
|
||
" for the :guilabel:`Text` to be read in."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:218
|
||
msgid ""
|
||
"After the :guilabel:`Voice` selection has been made, and the message has "
|
||
"been written in the :guilabel:`Text` field, click :guilabel:`Generate` to "
|
||
"process the audio file."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:221
|
||
msgid ""
|
||
"The text is read in the same language it is written in the :guilabel:`Text` "
|
||
"field. Should the language differ in the :guilabel:`Voice` field, then an "
|
||
"accent is used by the computerized speaker."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:224
|
||
msgid ""
|
||
"Finally, when these steps are complete, click :guilabel:`Save` to save the "
|
||
"audio message."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:226
|
||
msgid ""
|
||
"To implement the changes, click :guilabel:`Apply changes` in the upper-right"
|
||
" corner of the screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst-1
|
||
msgid ""
|
||
"Convert text to message window with voice, text, generate button and save "
|
||
"highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:233
|
||
msgid ""
|
||
"To set a greeting or audio message in a dial plan element double-click on "
|
||
"the element. This could be a :guilabel:`Play a file` element, or a "
|
||
":guilabel:`Menu` element, in which the caller should encounter an urgent "
|
||
"message, or a dial-by-number directory."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:237
|
||
msgid ""
|
||
"For more information on dial plans see this documentation: "
|
||
":doc:`dial_plan_basics` or :doc:`dial_plan_advanced`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:243
|
||
msgid "Music on-hold"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:245
|
||
msgid ""
|
||
"Axivox has the option to add custom hold music to the call whenever a caller"
|
||
" is waiting for their call to be answered. To add hold music to the Axivox "
|
||
"administrative portal, navigate to the `manage.axivox.com <axivox_admin_>`_,"
|
||
" and log in."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:249
|
||
msgid ""
|
||
"Then, click on :guilabel:`Music on hold` from the menu on the left, and a "
|
||
":guilabel:`Change the music on hold` pop-up window appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:252
|
||
msgid ""
|
||
"On the :guilabel:`Change the music on hold` pop-up window, click the "
|
||
":guilabel:`Choose File` button to select an MP3 (MPEG Audio Layer 3) or WAV "
|
||
"(Waveform Audio File Format ) file to be uploaded."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:256
|
||
msgid ""
|
||
"Only :abbr:`MP3 (MPEG Audio Layer 3)` or :abbr:`WAV (Waveform Audio File "
|
||
"Format)` files can be uploaded to the Axivox administrative portal."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:259
|
||
msgid ""
|
||
"Once the file is selected, the :guilabel:`Progression` bar shows an upload "
|
||
"status. When this activity completes, the window can be closed, by clicking "
|
||
":guilabel:`Close`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox/vm_audio_messages.rst:262
|
||
msgid ""
|
||
"When the desired changes are complete, click :guilabel:`Apply changes` in "
|
||
"the upper-right corner of the screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:3
|
||
msgid "Devices and integrations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:5
|
||
msgid ""
|
||
":abbr:`VoIP (Voice over Internet Protocol)` can be used on many different "
|
||
"devices, such as a computer, tablet, mobile phone, and many more. This is "
|
||
"helpful in that it reduces costs, and employees can work from anywhere in "
|
||
"the world, so long as they have a broadband internet connection."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:9
|
||
msgid ""
|
||
"Odoo *VoIP* is SIP (Session Initiation Protocol) compatible, which means it "
|
||
"can be used with *any* :abbr:`SIP (Session Initiation Protocol)` compatible "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:12
|
||
msgid ""
|
||
"This document covers the process of setting up Odoo *VoIP* across different "
|
||
"devices and integrations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:15
|
||
msgid ""
|
||
"Odoo is fully-integrated with all Odoo apps, allowing users to click into "
|
||
"any app, and schedule a call as an activity in the chatter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:19
|
||
msgid ""
|
||
"For example, in the *CRM* app, a user can click into an opportunity, and "
|
||
"click on :guilabel:`Activities` in the chatter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:22
|
||
msgid ""
|
||
"Next, they can choose :guilabel:`Call`, and under :guilabel:`Due Date`, they"
|
||
" can select a date."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:24
|
||
msgid "Once they click :guilabel:`Save`, an activity shows up in the chatter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:26
|
||
msgid ""
|
||
"Should the :guilabel:`Due Date` be for today's date, the activity shows up "
|
||
"in the :abbr:`VoIP (Voice over Internet Protocol)` widget."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:0
|
||
msgid ""
|
||
"View of CRM leads and the option to schedule an activity for Odoo Discuss."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:34
|
||
msgid "Odoo VoIP (laptop/desktop computer)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:36
|
||
msgid ""
|
||
"The Odoo *VoIP* (Voice over Internet Protocol) module and widget can be used"
|
||
" from any browser on a laptop or desktop device. Simply click on the "
|
||
":guilabel:`☎️ (phone)` icon in the upper-right corner, while in the Odoo "
|
||
"database, and the widget appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:41
|
||
msgid ""
|
||
"To see how to use the :abbr:`VoIP (Voice over Internet Protocol)` widget on "
|
||
"a desktop/laptop computer, check out this documentation: :doc:`voip_widget`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:45
|
||
msgid "Odoo VoIP (tablet/mobile device)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:47
|
||
msgid ""
|
||
"The Odoo *VoIP* app can be used on tablets and mobile phones, through the "
|
||
"Odoo Android or Apple IOS applications. Additionally, a mobile web browser "
|
||
"can be used to access the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:51
|
||
msgid ""
|
||
"Odoo Android and Apple IOS applications are no longer being maintained by "
|
||
"Odoo on the Android and Apple portals. This means Odoo support only handles "
|
||
"limited scopes of Odoo Android or Apple IOS support tickets."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:56
|
||
msgid ""
|
||
"While outgoing calls can be placed using Odoo on a mobile device, be aware "
|
||
"that Odoo is **not** a full :abbr:`VoIP (Voice over Internet Protocol)` "
|
||
"application, and does **not** ring on incoming calls. If the user needs to "
|
||
"be reachable on a mobile device at all times, an app, like Zoiper, should be"
|
||
" used. Apps like that stay connected in the background at all times."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:61
|
||
msgid "For more information, see this documentation: :ref:`voip/zoiper`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:63
|
||
msgid ""
|
||
"While in the mobile application on a mobile device/tablet, access the Odoo "
|
||
"*VoIP* widget, by tapping on the :guilabel:`☎️ (phone)` icon in the upper-"
|
||
"right corner. The widget appears in the lower-left corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:67
|
||
msgid ""
|
||
"When first making a call from the tablet using the mobile application, the "
|
||
"user is prompted to :guilabel:`Allow` the database to use the microphone. "
|
||
"Click :guilabel:`Allow` when prompted to continue with the call using the "
|
||
"microphone."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:71
|
||
msgid ""
|
||
"This step is **necessary**, whether using the mobile Odoo application or web"
|
||
" browser."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst-1
|
||
msgid "Allow the database to access the microphone."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:77
|
||
msgid ""
|
||
"Odoo then asks how to make the call. The two options are : :guilabel:`VOIP` "
|
||
"or :guilabel:`Phone` (should the tablet be enabled for calling). Click the "
|
||
"box next to :guilabel:`Remember ?` should this decision be the default "
|
||
"moving forward."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst-1
|
||
msgid ""
|
||
"Window prompt to choose whether to use VOIP or the devices phone to make the"
|
||
" call."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:85
|
||
msgid ""
|
||
"Here is the layout of what the Odoo *VoIP* app looks like on a mobile "
|
||
"device:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst-1
|
||
msgid "Layout of what the VoIP app looks like on the a mobile device."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:94
|
||
msgid "Zoiper Lite"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:96
|
||
msgid ""
|
||
"*Zoiper Lite* is a free :abbr:`VoIP (Voice over Internet Protocol)` "
|
||
":abbr:`SIP (Session Initiation Protocol)` dialer with voice and video."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:99
|
||
msgid ""
|
||
"To start using the *Zoiper* app, download it to the device, via the `Zoiper "
|
||
"download page <https://www.zoiper.com/en/voip-softphone/download/current>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:102
|
||
msgid ""
|
||
"A mobile device is the most common installation, and this document covers "
|
||
"how to set up on the *Zoiper* IOS application. Screenshots and steps may "
|
||
"differ depending on the set up conditions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:105
|
||
msgid ""
|
||
"After installing the *Zoiper* application on the mobile phone, open the "
|
||
"application, and tap on :guilabel:`Settings`. Navigate to "
|
||
":menuselection:`Accounts`, and tap on the :guilabel:`+ (plus)` icon to add "
|
||
"an account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:109
|
||
msgid ""
|
||
"If the :abbr:`VoIP (Voice over Internet Protocol)` account is already set "
|
||
"up, then click :guilabel:`Yes`. This means an account username and password "
|
||
"has already been produced."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst-1
|
||
msgid "Zoiper account setup, shown in the view from a mobile device."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:116
|
||
msgid ""
|
||
"Next, tap on :guilabel:`Select a provider`. On the screen that populates, "
|
||
"tap :guilabel:`Country`, in the upper-right corner, to narrow the providers "
|
||
"down to a specific country. Choose the country for the provider that is "
|
||
"being configured, then find the :guilabel:`Provider`, and select it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:121
|
||
msgid ""
|
||
"If the provider being configured is *Axivox*, then select "
|
||
":guilabel:`Belgium`. Then, choose :guilabel:`Axivox` as the provider."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst-1
|
||
msgid "Zoiper account setup, choosing the provider."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:128
|
||
msgid ""
|
||
"Under :abbr:`SIP (Session Initiation Protocol)` options, enter the "
|
||
":guilabel:`Account name`, :guilabel:`Domain`, :guilabel:`Username`, and "
|
||
":guilabel:`Password`. All this information varies, based on the account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:133
|
||
msgid ""
|
||
"To access this information, via the *Axivox* portal, navigate to "
|
||
":menuselection:`Users --> Choose user --> Edit --> SIP Identifiers tab`. The"
|
||
" :guilabel:`SIP username`, :guilabel:`Domain`, :guilabel:`SIP password`, and"
|
||
" :guilabel:`Address of the proxy server` are all present in this tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:141
|
||
msgid "Zoiper Field"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:142
|
||
msgid "Axivox Field"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:143
|
||
msgid "Account name"
|
||
msgstr "Account name"
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:144
|
||
msgid "*Can be anything*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:145
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:146
|
||
msgid "Domain"
|
||
msgstr "Miền"
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:147
|
||
msgid "Username"
|
||
msgstr "Tên đăng nhập"
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:148
|
||
msgid "SIP username"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:149
|
||
msgid "Password"
|
||
msgstr "Mật khẩu"
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:150
|
||
msgid "SIP password"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:152
|
||
msgid ""
|
||
"Once this account information is entered, click the green "
|
||
":guilabel:`Register` button at the top of the screen. Once the registration "
|
||
"information is checked, *Zoiper* populates a message, stating "
|
||
":guilabel:`Registration Status: OK`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:156
|
||
msgid ""
|
||
"At this point, *Zoiper* is now set up to make phone calls using the "
|
||
":abbr:`VoIP (Voice over Internet Protocol)` service."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst-1
|
||
msgid "Zoiper account setup, registration successful."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:164
|
||
msgid "Linphone"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:166
|
||
msgid ""
|
||
"*Linphone* is an open-source :abbr:`VoIP (Voice over Internet Protocol)` "
|
||
":abbr:`SIP (Session Initiation Protocol)` softphone, used for voice, video, "
|
||
"messaging (group and individual), as well as conference calls."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:170
|
||
msgid ""
|
||
"To start using the *Linphone* app, download it to the device, via the "
|
||
"`Linphone download page <https://new.linphone.org/technical-"
|
||
"corner/linphone?qt-technical_corner=2#qt-technical_corner>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:173
|
||
msgid ""
|
||
"A mobile device is the most common installation, and this document covers "
|
||
"how to set up the *Linphone* IOS application. Screenshots and steps may "
|
||
"differ depending on the circumstances."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:176
|
||
msgid ""
|
||
"To begin configuring *Linphone* for use with a :abbr:`SIP (Session "
|
||
"Initiation Protocol)` provider, first open *Linphone*, and an assistant "
|
||
"screen appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:179
|
||
msgid ""
|
||
"From this screen, select :guilabel:`Use SIP Account`. Then, on the following"
|
||
" screen, enter the :guilabel:`Username`, :guilabel:`Password`, "
|
||
":guilabel:`Domain`, and :guilabel:`Display Name`. Once complete, press "
|
||
":guilabel:`Login`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:183
|
||
msgid ""
|
||
"At this point, *Linphone* is ready to start making calls, once there is a "
|
||
"green button at the top of the application screen that reads, "
|
||
":guilabel:`Connected`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst-1
|
||
msgid "Linphone account setup, registration successful."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:191
|
||
msgid ""
|
||
"*Linphone* makes a variety of applications for mobile and desktop devices in"
|
||
" operating systems, such as Windows, Linux, Apple, and Android. Because "
|
||
"*Linphone* is an open-source project, many new updates are released on a "
|
||
"regular basis."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/devices_integrations.rst:195
|
||
msgid ""
|
||
"See `Linphone's wiki-documentation page "
|
||
"<https://wiki.linphone.org/xwiki/wiki/public/view/Linphone/>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:3
|
||
msgid "Use VoIP services in Odoo with OnSIP"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:8
|
||
msgid ""
|
||
"Odoo *VoIP* can be set up to work together with `OnSIP "
|
||
"<https://www.onsip.com/>`_. OnSIP is a VoIP provider. An account is needed "
|
||
"with OnSIP in order to use this service."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:11
|
||
msgid ""
|
||
"Before setting up an account with OnSIP, make sure the company's home area, "
|
||
"and the areas that will be called, are covered by OnSIP services."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:14
|
||
msgid ""
|
||
"After opening an OnSIP account, follow the configuration procedure below to "
|
||
"configure it on an Odoo database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:20
|
||
msgid ""
|
||
"To configure the Odoo database to connect to OnSIP services, first navigate "
|
||
"to the :menuselection:`Apps application` from the main Odoo dashboard. Then,"
|
||
" remove the default `Apps` filter from the :guilabel:`Search...` bar, and "
|
||
"search for `OnSIP`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:24
|
||
msgid "Next, activate the :guilabel:`VOIP OnSIP` module."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst-1
|
||
msgid "View of OnSIP app in the app search results."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:31
|
||
msgid "Odoo VoIP setting"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:33
|
||
msgid ""
|
||
"After installing the *VOIP OnSIP* module, go to the :menuselection:`Settings"
|
||
" app`, scroll down to the :guilabel:`Integrations` section, and locate the "
|
||
":guilabel:`Asterisk (VoIP)` fields. Then, proceed to fill in those three "
|
||
"fields with the following information:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:37
|
||
msgid ""
|
||
":guilabel:`OnSIP Domain`: the domain that was assigned when creating an "
|
||
"account on `OnSIP <https://www.onsip.com/>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:39
|
||
msgid ":guilabel:`WebSocket`: `wss://edge.sip.onsip.com`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:40
|
||
msgid ":guilabel:`VoIP Environment`: :guilabel:`Production`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst-1
|
||
msgid "VoIP configuration settings in Odoo Settings app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:47
|
||
msgid ""
|
||
"To access the OnSIP domain, navigate to `OnSIP <https://www.onsip.com/>`_ "
|
||
"and log in. Then, click the :guilabel:`Administrators` link in the top-right"
|
||
" of the page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:50
|
||
msgid ""
|
||
"Next, in the left menu, click :guilabel:`Users`, and then select any user. "
|
||
"By default, the selected user opens on the :guilabel:`User Info` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:53
|
||
msgid ""
|
||
"Click on the :guilabel:`Phone Settings` tab to reveal OnSIP configuration "
|
||
"credentials (first column)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:0
|
||
msgid ""
|
||
"Domain setting revealed (highlighted) on administrative panel of OnSIP management\n"
|
||
"console."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:62
|
||
msgid "Odoo user setting"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:64
|
||
msgid ""
|
||
"Next, the user needs to be set up in Odoo. Every user associated with an "
|
||
"OnSIP user **must** also be configured in the Odoo user's "
|
||
"settings/preferences."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:67
|
||
msgid ""
|
||
"To do that, navigate to :menuselection:`Settings app --> Manage Users --> "
|
||
"Select the User`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:69
|
||
msgid ""
|
||
"On the user form, click :guilabel:`Edit` to configure the user's OnSIP "
|
||
"account. Then, click the :guilabel:`Preferences` tab, and scroll to the "
|
||
":guilabel:`VoIP Configuration` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:72
|
||
msgid "In this section, fill in the fields with OnSIP credentials."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:74
|
||
msgid ""
|
||
"Fill in the following fields with the associated credentials listed below:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:76
|
||
msgid ":guilabel:`Voip Username` = OnSIP :guilabel:`Username`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:77
|
||
msgid ":guilabel:`OnSIP Auth Username` = OnSIP :guilabel:`Auth Username`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:78
|
||
msgid ":guilabel:`VoIP Secret` = OnSIP :guilabel:`SIP Password`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:79
|
||
msgid ""
|
||
":guilabel:`External Device Number` = OnSIP :guilabel:`Ext.` (extension "
|
||
"without the `x`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst-1
|
||
msgid ""
|
||
"OnSIP user credentials with username, auth username, SIP password, and extension\n"
|
||
"highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:87
|
||
msgid ""
|
||
"The OnSIP extension can be found in the *User* banner line above the tabs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:89
|
||
msgid ""
|
||
"When these steps are complete, navigate away from the user form in Odoo to "
|
||
"save the configurations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:91
|
||
msgid ""
|
||
"Once saved, Odoo users can make phone calls by clicking the :guilabel:`☎️ "
|
||
"(phone)` icon in the top-right corner of Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:95
|
||
msgid ""
|
||
"Additional setup and troubleshooting steps can be found on `OnSIP's "
|
||
"knowledge base <https://support.onsip.com/hc/en-us>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:99
|
||
msgid "Incoming calls"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:101
|
||
msgid ""
|
||
"The Odoo database also receives incoming calls that produce pop-up windows "
|
||
"in Odoo. When those call pop-up windows appear, click the green :guilabel:`📞"
|
||
" (phone)` icon to answer the call."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:104
|
||
msgid "To ignore the call, click the red :guilabel:`📞 (phone)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst-1
|
||
msgid "Incoming call shown in the Odoo VoIP widget."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:112
|
||
msgid ":doc:`voip_widget`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:115
|
||
#: ../../content/applications/general/voip/voip_widget.rst:32
|
||
msgid "Troubleshooting"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:118
|
||
msgid "Missing parameters"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:120
|
||
msgid ""
|
||
"If a *Missing Parameters* message appears in the Odoo widget, make sure to "
|
||
"refresh the Odoo browser window (or tab), and try again."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst-1
|
||
msgid "Missing parameter message in the Odoo VoIP widget."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:128
|
||
msgid "Incorrect number"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:130
|
||
msgid ""
|
||
"If an *Incorrect Number* message appears in the Odoo widget, make sure to "
|
||
"use the international format for the number. This means leading with the "
|
||
":guilabel:`+ (plus)` sign, followed by the international country code."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:138
|
||
msgid ""
|
||
"For example, `+16505555555` (where `+1` is the international prefix for the "
|
||
"United States)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst-1
|
||
msgid "Incorrect number message populated in the Odoo VoIP widget."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:149
|
||
msgid "OnSIP on mobile phone"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:151
|
||
msgid ""
|
||
"In order to make and receive phone calls when the user is not in front of "
|
||
"Odoo on their computer, a softphone app on a mobile phone can be used in "
|
||
"parallel with Odoo *VoIP*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:154
|
||
msgid ""
|
||
"This is useful for convenient, on-the-go calls, and to make sure incoming "
|
||
"calls are heard. Any SIP softphone will work."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:158
|
||
msgid ":doc:`devices_integrations`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:159
|
||
msgid "`OnSIP App Download <https://www.onsip.com/app/download>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/transfer_forward.rst:3
|
||
msgid "Make, receive, transfer, and forward calls"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/transfer_forward.rst:5
|
||
msgid ""
|
||
"Calling prospective clients, customers, or colleagues is an essential part "
|
||
"of any business. A company also needs to be available when customers call, "
|
||
"in order to build trust and make connections."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/transfer_forward.rst:9
|
||
msgid ""
|
||
"This document covers how to make, receive, transfer, and forward calls with "
|
||
"Odoo *VoIP*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/transfer_forward.rst:12
|
||
msgid "Make calls"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/transfer_forward.rst:14
|
||
msgid ""
|
||
"Starting on the Odoo dashboard, a call can be made by opening the phone "
|
||
"widget in the the upper-right corner, which is represented by a "
|
||
":guilabel:`☎️ (phone)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/transfer_forward.rst:17
|
||
msgid ""
|
||
"Then, a user can click on the :guilabel:`Contacts` tab, and click into any "
|
||
"contact in the database to make a call."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/transfer_forward.rst:20
|
||
msgid ""
|
||
"Additionally, one can also use the :guilabel:`Search bar` in the "
|
||
":guilabel:`VOIP` pop-up window to find any desired contact."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/transfer_forward.rst-1
|
||
msgid "Using the VoIP phone widget to make calls."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/transfer_forward.rst:27
|
||
msgid ""
|
||
"To manually make a call, click the :guilabel:`⌨️ (keyboard)` icon, and "
|
||
"proceed to manually key in the desired number. Do not forget to lead with "
|
||
"the :guilabel:`+ (plus)` icon, followed by the international country code."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/transfer_forward.rst:32
|
||
msgid ""
|
||
"For the United States of America, the country code and :guilabel:`+ (plus)` "
|
||
"icon, would look like this: `+1`. If one were to dial Belgium, the number "
|
||
"would be prefixed by `+32`, and for Great Britain it would be `+44`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/transfer_forward.rst:36
|
||
msgid ""
|
||
"After entering the full number, with the required :guilabel:`+ (plus)` icon "
|
||
"prefix and country code, click the green :guilabel:`📞 (phone)` icon to start"
|
||
" the call. When finished, click the red :guilabel:`📞 (phone)` icon to end "
|
||
"the call."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/transfer_forward.rst:45
|
||
msgid "Receive calls"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/transfer_forward.rst:47
|
||
msgid ""
|
||
"An incoming call automatically opens the *VoIP* widget, when a user is using"
|
||
" the Odoo database. Should the database be open in another tab, a sound "
|
||
"plays (the sound **must** be activated on the device)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/transfer_forward.rst:51
|
||
msgid ""
|
||
"Once back to the tab, the calling screen of the *VoIP* phone widget appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/transfer_forward.rst:53
|
||
msgid ""
|
||
"Click the green :guilabel:`📞 (phone)` icon to pick up the call, or the red "
|
||
":guilabel:`📞 (phone)` icon to reject the call."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/transfer_forward.rst-1
|
||
msgid ""
|
||
"Incoming call on the VoIP widget, with the call answer and call reject "
|
||
"buttons highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/transfer_forward.rst:61
|
||
msgid "Add to call queue"
|
||
msgstr "Thêm vào danh sách cuộc gọi chờ"
|
||
|
||
#: ../../content/applications/general/voip/transfer_forward.rst:63
|
||
msgid ""
|
||
"All the contacts and customers that need to be called can be seen in one "
|
||
"place with the Odoo *VoIP* phone widget, under the :guilabel:`Next "
|
||
"activities` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/transfer_forward.rst-1
|
||
msgid "VoIP widget with next activities highlighted, showing tasks below."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/transfer_forward.rst:70
|
||
msgid ""
|
||
"To add a call to the :guilabel:`Next activities` tab, click the green "
|
||
":guilabel:`📞 (phone)` icon, while in kanban view of the *CRM* application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/transfer_forward.rst:73
|
||
msgid ""
|
||
"To remove them from the call queue, hover over the opportunity that has a "
|
||
"call scheduled, and click the red :guilabel:`📞 (phone)` icon that appears "
|
||
"with the :guilabel:`- (minus)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/transfer_forward.rst:76
|
||
msgid ""
|
||
"When navigating back to the *VoIP* phone widget, **only** the calls that are"
|
||
" scheduled immediately for that day appear in the queue under the "
|
||
":guilabel:`Next Activities` tab of the *VoIP* pop-up widget."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/transfer_forward.rst-1
|
||
msgid "Adding a call to the next activities tab in the VoIP phone widget."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/transfer_forward.rst:84
|
||
msgid ""
|
||
"The :guilabel:`Next Activities` tab of the *VoIP* phone widget is integrated"
|
||
" with the following Odoo apps: *CRM*, *Project*, and *Helpdesk*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/transfer_forward.rst:87
|
||
msgid ""
|
||
"A call can be added in the chatter of records within those applications."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/transfer_forward.rst:89
|
||
msgid ""
|
||
"To manually add a call, via the chatter, click :guilabel:`Activities` (next "
|
||
"to the :guilabel:`🕗 (clock)` icon). Under :guilabel:`Activity Type`, select "
|
||
":guilabel:`Call` from the drop-down menu that appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/transfer_forward.rst:93
|
||
msgid "Next, set a :guilabel:`Due Date`, and add a :guilabel:`Summary`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/transfer_forward.rst:95
|
||
msgid ""
|
||
"Lastly, change the :guilabel:`Assigned to` field to the person that should "
|
||
"make the call. Whomever is set in this last field (:guilabel:`Assigned to`) "
|
||
"has this call show up in their :guilabel:`Next Activities` call queue in the"
|
||
" Odoo *VoIP* phone widget."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/transfer_forward.rst:100
|
||
msgid ""
|
||
"Only calls for the immediate day (today's date) appear in the "
|
||
":guilabel:`Next Activities` tab of the *VoIP* phone widget for that specific"
|
||
" user."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/transfer_forward.rst:103
|
||
msgid ""
|
||
"If specified, click :guilabel:`Save` or :guilabel:`Open Calendar` to "
|
||
"complete the scheduling of the call."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/transfer_forward.rst:107
|
||
msgid "Transfer calls"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/transfer_forward.rst:109
|
||
msgid ""
|
||
"A call can be transferred from one user to another in the Odoo *VoIP* phone "
|
||
"widget. However, this can **only** occur after speaking to the caller first."
|
||
" Without picking up the call in the Odoo *VoIP* phone widget, the only way "
|
||
"to transfer a call is automatically though the provider console/portal."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/transfer_forward.rst:115
|
||
msgid ""
|
||
"For more information on transfers, visit :ref:`voip/axivox/forwardings_tab`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/transfer_forward.rst:117
|
||
msgid ""
|
||
"To transfer a call within the Odoo *VoIP* phone widget, first, answer the "
|
||
"call using the green :guilabel:`📞 (phone)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/transfer_forward.rst:120
|
||
msgid ""
|
||
"Once the incoming call is answered, click the :guilabel:`↔ (left-right "
|
||
"arrow)` icon. Then, enter the extension of the user the call should be "
|
||
"forwarded to. Finally, click :guilabel:`Transfer` to route the call to that "
|
||
"phone number."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/transfer_forward.rst:125
|
||
msgid ""
|
||
"To find the extension for a user, consult the :abbr:`VoIP (Voice over "
|
||
"Internet Protocol)` administrator, or, if the user has *Settings* access "
|
||
"rights to *Administration*, navigate to :menuselection:`Settings App --> "
|
||
"Manage Users --> Select the user --> Preferences --> VOIP --> VoIP username "
|
||
"/ Extension number`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/transfer_forward.rst:130
|
||
msgid ""
|
||
"For more information on access rights, visit: :doc:`../users/access_rights`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/transfer_forward.rst-1
|
||
msgid ""
|
||
"Transferring a call within the phone widget, with the transfer buttons "
|
||
"highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/transfer_forward.rst:137
|
||
msgid "Forward calls"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/transfer_forward.rst:139
|
||
msgid ""
|
||
"To forward a call within the Odoo *VoIP* phone widget, first, answer the "
|
||
"call using the green :guilabel:`📞 (phone)` icon. Once the incoming call is "
|
||
"answered, click the :guilabel:`↔ (left-right arrow)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/transfer_forward.rst:143
|
||
msgid ""
|
||
"Then, enter the full phone number of the user the call should be forwarded "
|
||
"to. Finally, click :guilabel:`Transfer` to route the call to that phone "
|
||
"number."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/transfer_forward.rst:147
|
||
msgid ""
|
||
"For more information on forwarding, visit "
|
||
":ref:`voip/axivox/forwardings_tab`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/voip_widget.rst:3
|
||
msgid "VoIP widget"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/voip_widget.rst:5
|
||
msgid ""
|
||
"The *VoIP* widget is an add-on made available to Odoo users through the "
|
||
"*VoIP* module. It is used to incorporate virtual telephony into the "
|
||
"database. The widget is the control center for making and managing calls in "
|
||
"Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/voip_widget.rst:10
|
||
msgid "Phone calls"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/voip_widget.rst:12
|
||
msgid ""
|
||
"To make phone calls while in the Odoo database, click the :guilabel:`☎️ "
|
||
"(phone)` icon, located in the top navigation bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/voip_widget.rst:15
|
||
msgid ""
|
||
"When clicked, a :guilabel:`VOIP` pop-up widget appears in the lower-left "
|
||
"corner of the Odoo database. The widget allows users to freely navigate "
|
||
"throughout the database, while making and receiving calls."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/voip_widget.rst:19
|
||
msgid ""
|
||
"When receiving calls in Odoo, the :guilabel:`VOIP` widget rings,and displays"
|
||
" a notification. To close the widget, click the :guilabel:`X (close)` icon "
|
||
"in the upper-right of the widget's screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/voip_widget.rst:23
|
||
msgid ""
|
||
"The :abbr:`VoIP (Voice over Internet Protocol)` number is the one provided "
|
||
"by Axivox. It can be accessed by navigating to `https://manage.axivox.com/ "
|
||
"<https://manage.axivox.com/>`_. After logging into the portal, go to "
|
||
":menuselection:`Users --> Outgoing number` (column)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/voip_widget.rst-1
|
||
msgid "VoIP call in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/voip_widget.rst:35
|
||
msgid ""
|
||
"If a *Missing Parameter* error message appears in the Odoo *VoIP* widget, "
|
||
"refresh the Odoo window, and try again."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/voip_widget.rst:0
|
||
msgid "\"Missing Parameter\" error message in the Odoo softphone."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/voip_widget.rst:43
|
||
msgid ""
|
||
"If an *Incorrect Number* error message appears in the Odoo *VoIP* widget, "
|
||
"make sure to use the international format, leading with the :guilabel:`+ "
|
||
"(plus)` sign, followed by the international country code."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/voip_widget.rst:47
|
||
msgid ""
|
||
"(E.g., +16506913277, where `+1` is the international prefix for the United "
|
||
"States.)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/voip_widget.rst:0
|
||
msgid "\"Incorrect Number\" error message in the Odoo softphone."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/voip_widget.rst:54
|
||
msgid "Tabs"
|
||
msgstr "Tab"
|
||
|
||
#: ../../content/applications/general/voip/voip_widget.rst:56
|
||
msgid ""
|
||
"In all, there are three tabs (:guilabel:`Recent`, :guilabel:`Next "
|
||
"Activities`, and :guilabel:`Contacts`) present in the *VoIP* widget, which "
|
||
"are used for managing calls and day-to-day activities in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/voip_widget.rst:61
|
||
msgid "Recent"
|
||
msgstr "Gần đây"
|
||
|
||
#: ../../content/applications/general/voip/voip_widget.rst:63
|
||
msgid ""
|
||
"Under the :guilabel:`Recent` tab of the *VoIP* widget, the call history for "
|
||
"the user is available. This includes incoming and outgoing calls. Any number"
|
||
" can be clicked to begin a call."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/voip_widget.rst:67
|
||
msgid "Next activities"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/voip_widget.rst:69
|
||
msgid ""
|
||
"Under the :guilabel:`Next Activities` tab of the *VoIP* widget, a user can "
|
||
"see any activities assigned to them, and which ones are due to be completed "
|
||
"for the day."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/voip_widget.rst:72
|
||
msgid ""
|
||
"Click an activity from this tab to perform any actions including: Sending an"
|
||
" email, accessing their contact, scheduling another activity, or accessing a"
|
||
" linked record (such as a Sales Order, Lead/Opportunity, or Project Task)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/voip_widget.rst:76
|
||
msgid ""
|
||
"The user can also mark the activity as complete, edit the details of the "
|
||
"activity, or cancel it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/voip_widget.rst:78
|
||
msgid ""
|
||
"To call the customer related to a scheduled activity, click the :guilabel:`📞"
|
||
" (phone)` icon, or click the :guilabel:`⌨️ (keyboard)` icon to dial another "
|
||
"number for the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/voip_widget.rst-1
|
||
msgid "Activity control center on the VoIP widget."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/voip_widget.rst:85
|
||
msgid ""
|
||
"Some other icons appear in the *VoIP* widget, categorized by two sections: "
|
||
":guilabel:`Document` and :guilabel:`Activity`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/voip_widget.rst:88
|
||
msgid "Under the :guilabel:`Document` section, from right to left:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/voip_widget.rst:90
|
||
msgid ":guilabel:`✉️ (envelope)` icon: sends an email"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/voip_widget.rst:91
|
||
msgid ":guilabel:`👤 (person icon)` icon: redirects to the contact card"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/voip_widget.rst:92
|
||
msgid ""
|
||
":guilabel:`📄 (document)` icon: redirects to the attached record in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/voip_widget.rst:93
|
||
msgid ":guilabel:`🕓 (clock)` icon: schedule an activity"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/voip_widget.rst:95
|
||
msgid "Under the :guilabel:`Activity` section, from left to right:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/voip_widget.rst:97
|
||
msgid ":guilabel:`✔️ (checkmark)` icon: mark activity as done"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/voip_widget.rst:98
|
||
msgid ":guilabel:`✏️ (pencil)` icon: edit the activity"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/voip_widget.rst:99
|
||
msgid ":guilabel:`✖️ (cancel)` icon: cancel the activity"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/voip_widget.rst:102
|
||
msgid "Contacts"
|
||
msgstr "Liên hệ"
|
||
|
||
#: ../../content/applications/general/voip/voip_widget.rst:104
|
||
msgid ""
|
||
"Under the :guilabel:`Contacts` tab of the *VoIP* widget, a user can access a"
|
||
" contact in the *Contacts* app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/voip_widget.rst:107
|
||
msgid ""
|
||
"Any contact can easily be called by clicking into the contact from the "
|
||
"*VoIP* widget's :guilabel:`Contacts` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/voip_widget.rst:110
|
||
msgid ""
|
||
"A search feature is also available in the upper-right side of the widget, "
|
||
"represented by a :guilabel:`🔍 (magnifying glass)` icon."
|
||
msgstr ""
|