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Restricted Summary for Phone Calls

crm_phonecall_summary_predefined folder_open OCA/crm open_in_new
Customer Relationship Management License: AGPL-3

This module extends the functionality of CRM phone calls to support setting a limited list of possible phone call summaries, that only the sales manager can edit.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Lets you pick a phone call summary from a controlled list instead of typing free text. Only sales managers can add or edit the summaries; salespeople just choose one.

This module changes how the summary of a phone call is recorded in Odoo. Instead of typing any text, users select a summary from a predefined list.

  • On phone call forms, lists and the calendar view, the free-text summary field is hidden and replaced by a dropdown linked to the new summary list.
  • The same dropdown appears in the wizard used to schedule another phone call, and it is pre-filled with the summary of the original call.
  • A new menu 'Summaries' is added under the Phone Calls configuration menu, but only for users with the Sales Manager role.
  • Sales managers can create, edit and delete summaries; salespeople and partner managers can only view them.
  • Each summary name must be unique, and a summary cannot be deleted while phone calls still use it.
  • When the module is installed, existing free-text summaries are automatically converted into entries in the new list.

The module touches the phone call model crm.phonecall, the scheduling wizard crm.phonecall2phonecall, and adds the new model crm.phonecall.summary.

Depends on

crm_phonecallsales_team

Menus it adds

crm_phonecall_summary_menu
Models and fields (3)
  • crm.phonecall · extends an existing modelname, summary_id
  • crm.phonecall.summary · new modelname, phonecall_ids (Phonecalls)
  • crm.phonecall2phonecall · extends an existing modelname, summary_id

Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 7 confirmed, 2 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 19.0

Configuration

Source · Odoo 19.0

To configure the possible summary options:

  • Go to CRM \> Configuration \> Phone Calls \> Summaries.
  • Add or modify types there.

Usage

Source · Odoo 19.0
  • Go to CRM \> Phone Calls \> Logged Calls.
  • There you can use the new Summary field

No verified information in OCA: Installation.

info

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.