This module is an extension of the base_phone module for CRM. It also restores the crm.phonecall object which has been moved from Odoo Community to Odoo Enterprise in Odoo v9.
auto_awesome What this module does
AI-generated from the code · Odoo 14.0Track phone calls in CRM: log inbound and outbound calls, link them to contacts and leads/opportunities, and see call counts on partners and leads. It also offers to create a CRM call right after a click-to-dial.
This module adds a phone call log to CRM. Users get a new "Phone Calls" menu under the CRM app with two entries: "Logged Calls" (calls already held) and "Scheduled Calls" (calls still to do). Calls can be viewed as a list, a calendar coloured by responsible user, or a form.
On each call you record a summary, date, responsible user, sales team, contact, phone and mobile numbers, priority, direction (inbound or outbound) and status (To Do, Held, Cancelled). The form includes a "Schedule Another Call" button that opens a new call pre-filled with the same contact, lead/opportunity and phone numbers. Calls are linked to a lead/opportunity and to a contact; choosing one automatically fills the phone, mobile, team and contact.
On partner and lead forms a "Calls" button shows how many calls are linked and opens the filtered list. Users can switch on an option to be asked whether to create a CRM call after a click-to-dial; if accepted, a call is created with the dialled number, marked as held, and linked to the partner or lead. When an incoming number is unknown, the wizard lets users create a new lead or opportunity, or write the number onto an existing lead/opportunity. Access rules limit salespeople to their own calls, while sales managers see all, and calls are filtered by company.
Depends on
Menus it adds
Models and fields (7)
- crm.lead · extends an existing modelphonecall_ids (Phone Calls), phonecall_count (Number of Phonecalls)
- res.users · extends an existing modelcontext_propose_creation_crm_call (Propose to create a call in CRM after a click2dial)
- res.partner · extends an existing modelphonecall_ids (Phone Calls), phonecall_count (Number of Phonecalls)
- phone.common · extends an existing model
- crm.phonecall · new modeldate (Date), name (Call Summary), state (Status), team_id (Sales Team), user_id (Responsible), priority (Priority), direction (Type), company_id (Company), partner_id (Contact), description (Description), partner_phone (Phone), opportunity_id (Lead/Opportunity), partner_mobile (Mobile)
- number.not.found · extends an existing modelto_update_lead_id (Lead or Opportunity to Update), current_lead_phone, current_lead_mobile
- wizard.create.crm.phonecall · new model
Text generated by AI (DeepSeek) from reading the Odoo 14.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 2 confirmed, 7 with no information of 9 versions.
Sources · Odoo 14.0
Confirmed on 2026-11-03 in branch 14.0 of OCA/connector-telephony.
terminal Installation and usage
No verified informationInstallation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.