[MOV] documentation structure reorganization
This commit aims to improve the documentation's navigability by redefining some categories' purposes and titles. There is a redirection rule for each documentation page moved. This ensures that users won't have a 404 error message. task-3217827 closes odoo/documentation#8061 Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
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==========================================
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Make, receive, transfer, and forward calls
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==========================================
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Calling prospective clients, customers, or colleagues is an essential part of any business. A
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company also needs to be available when customers call, in order to build trust and make
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connections.
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This document covers how to make, receive, transfer, and forward calls with Odoo *VoIP*.
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Make calls
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==========
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Starting on the Odoo dashboard, a call can be made by opening the phone widget in the the
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upper-right corner, which is represented by a :guilabel:`☎️ (phone)` icon.
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Then, a user can click on the :guilabel:`Contacts` tab, and click into any contact in the database
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to make a call.
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Additionally, one can also use the :guilabel:`Search bar` in the :guilabel:`VOIP` pop-up window to
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find any desired contact.
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.. image:: transfer_forward/widget-operation.png
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:align: center
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:alt: Using the VoIP phone widget to make calls.
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To manually make a call, click the :guilabel:`⌨️ (keyboard)` icon, and proceed to manually key in
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the desired number. Do not forget to lead with the :guilabel:`+ (plus)` icon, followed by the
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international country code.
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.. example::
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For the United States of America, the country code and :guilabel:`+ (plus)` icon, would look like
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this: `+1`. If one were to dial Belgium, the number would be prefixed by `+32`, and for Great
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Britain it would be `+44`.
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After entering the full number, with the required :guilabel:`+ (plus)` icon prefix and country code,
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click the green :guilabel:`📞 (phone)` icon to start the call. When finished, click the red
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:guilabel:`📞 (phone)` icon to end the call.
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.. image:: transfer_forward/manual-call.png
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:align: center
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:alt: Using the VoIP phone widget to make calls.
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Receive calls
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=============
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An incoming call automatically opens the *VoIP* widget, when a user is using the Odoo database.
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Should the database be open in another tab, a sound plays (the sound **must** be activated on the
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device).
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Once back to the tab, the calling screen of the *VoIP* phone widget appears.
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Click the green :guilabel:`📞 (phone)` icon to pick up the call, or the red :guilabel:`📞 (phone)`
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icon to reject the call.
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.. image:: transfer_forward/incoming-call.png
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:align: center
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:alt: Incoming call on the VoIP widget, with the call answer and call reject buttons highlighted.
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Add to call queue
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=================
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All the contacts and customers that need to be called can be seen in one place with the Odoo *VoIP*
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phone widget, under the :guilabel:`Next activities` tab.
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.. image:: transfer_forward/next-activities.png
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:align: center
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:alt: VoIP widget with next activities highlighted, showing tasks below.
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To add a call to the :guilabel:`Next activities` tab, click the green :guilabel:`📞 (phone)` icon,
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while in kanban view of the *CRM* application.
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To remove them from the call queue, hover over the opportunity that has a call scheduled, and click
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the red :guilabel:`📞 (phone)` icon that appears with the :guilabel:`- (minus)` icon.
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When navigating back to the *VoIP* phone widget, **only** the calls that are scheduled immediately
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for that day appear in the queue under the :guilabel:`Next Activities` tab of the *VoIP* pop-up
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widget.
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.. image:: transfer_forward/add-call-queue.png
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:align: center
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:alt: Adding a call to the next activities tab in the VoIP phone widget.
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The :guilabel:`Next Activities` tab of the *VoIP* phone widget is integrated with the following Odoo
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apps: *CRM*, *Project*, and *Helpdesk*.
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A call can be added in the chatter of records within those applications.
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To manually add a call, via the chatter, click :guilabel:`Activities` (next to the :guilabel:`🕗
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(clock)` icon). Under :guilabel:`Activity Type`, select :guilabel:`Call` from the drop-down menu
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that appears.
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Next, set a :guilabel:`Due Date`, and add a :guilabel:`Summary`.
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Lastly, change the :guilabel:`Assigned to` field to the person that should make the call. Whomever
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is set in this last field (:guilabel:`Assigned to`) has this call show up in their :guilabel:`Next
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Activities` call queue in the Odoo *VoIP* phone widget.
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.. important::
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Only calls for the immediate day (today's date) appear in the :guilabel:`Next Activities` tab of
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the *VoIP* phone widget for that specific user.
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If specified, click :guilabel:`Save` or :guilabel:`Open Calendar` to complete the scheduling of the
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call.
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Transfer calls
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==============
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A call can be transferred from one user to another in the Odoo *VoIP* phone widget. However, this
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can **only** occur after speaking to the caller first. Without picking up the call in the Odoo
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*VoIP* phone widget, the only way to transfer a call is automatically though the provider
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console/portal.
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.. seealso::
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For more information on transfers, visit :ref:`voip/axivox/forwardings_tab`.
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To transfer a call within the Odoo *VoIP* phone widget, first, answer the call using the green
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:guilabel:`📞 (phone)` icon.
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Once the incoming call is answered, click the :guilabel:`↔ (left-right arrow)` icon. Then, enter the
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extension of the user the call should be forwarded to. Finally, click :guilabel:`Transfer` to route
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the call to that phone number.
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.. tip::
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To find the extension for a user, consult the :abbr:`VoIP (Voice over Internet Protocol)`
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administrator, or, if the user has *Settings* access rights to *Administration*, navigate to
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:menuselection:`Settings App --> Manage Users --> Select the user --> Preferences --> VOIP -->
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VoIP username / Extension number`.
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For more information on access rights, visit: :doc:`/applications/general/users/access_rights`.
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.. image:: transfer_forward/transfer.png
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:align: center
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:alt: Transferring a call within the phone widget, with the transfer buttons highlighted.
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Forward calls
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=============
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To forward a call within the Odoo *VoIP* phone widget, first, answer the call using the green
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:guilabel:`📞 (phone)` icon. Once the incoming call is answered, click the :guilabel:`↔ (left-right
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arrow)` icon.
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Then, enter the full phone number of the user the call should be forwarded to. Finally, click
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:guilabel:`Transfer` to route the call to that phone number.
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.. seealso::
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For more information on forwarding, visit :ref:`voip/axivox/forwardings_tab`.
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