March 27, 2017
To make a outgoing call from openerp, just go the customer menu, open any partner form there you will see the “Dial” option in front of Phone number.
We used soft phone (Magic App) for the outgoing call.
For any incoming call, system will popup one notification. Where it will show the customer name (if exist in the system) and phone number. When user clicks on it system will open dashboard with all customer details.
After clicking on the incoming call popup notification for existing partner, system will open dashboard with customer details. System will show the sales order, partners, customer invoices, delivery orders, customer payments, customer refunds, etc.
For any incoming call, system will popup one notification. Where it will show the Unknown (if customer is not exists in the system) and phone number. When user clicks on it system will open the Leads page.
In case of unknown incoming call, if user clicks on notification popup then system will open the leads page.
If user unable to received an incoming call then system will show this call as a missed call. Here user will have two open, whether he can discard it by clicking on “Cancel” button or he can click “Ok” button to see the details of it.