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@ -7,50 +7,20 @@ FreeSWITCH Click2Dial |
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===================== |
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The technical name of this module is *freeswitch_click2dial*, but this module |
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implements much more than a simple *click2dial* ! This module adds 3 |
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implements much more than a simple *click2dial*! This module adds 3 |
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functionalities: |
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1) It adds a *Dial* button in the partner form view so that users can directly |
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dial a phone number through FreeSWITCH. This feature is usually known as |
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*click2dial*. Here is how it works : |
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* In Odoo, the user clicks on the *Dial* button next to a phone number |
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field in the partner view. |
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* Odoo connects to the FreeSWITCH Event Socket and FreeSWITCH makes the |
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user's phone ring. |
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* The user answers his own phone (if he doesn't, the process stops here). |
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* FreeSWITCH dials the phone number found in Odoo in place of the user. |
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* If the remote party answers, the user can talk to his correspondent. |
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*click2dial*. |
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2) It adds the ability to show the name of the calling party on the screen of |
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your IP phone on incoming phone calls if the presented phone number is |
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present in the partner/leads/employees/... of Odoo. To understand how to |
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use this, please see get_caller_name.py, which should be installed per the |
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instructions in the script on the Odoo/Odoo server. This works for |
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incoming and outgoing calls, per instructions in the script. |
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present in the partner/leads/employees/... of Odoo. |
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3) It adds a phone icon (*Open Caller*) in the top menu bar |
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(next to the Preferences) to get the partner/lead/candidate/registrations |
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corresponding to the calling party in one click. Here is how it works : |
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* When the user clicks on the phone icon, Odoo sends a query to the |
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FreeSWITCH Manager Interface to get a list of the current phone calls |
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* If it finds a phone call involving the user's phone, it gets the phone |
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number of the calling party |
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* It searches the phone number of the calling party in the |
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Partners/Leads/Candidates/Registrations of Odoo. If a record matches, |
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it takes you to the form view of this record. If no record matchs, it |
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opens a wizard which proposes to create a new Partner with the presented |
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phone number as *Phone* or *Mobile* number or update an existing Partner. |
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It is possible to get a pop-up of the record corresponding to the calling |
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party without any action from the user via the module *base_phone_popup*. |
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corresponding to the calling party in one click. |
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Installation |
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============ |
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@ -75,9 +45,9 @@ Configuration |
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To configure this module, you need to: |
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* Settings > Technical > FreeSWITCH Servers |
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* Setup you server |
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* Configure users under Settings > Users > $USER > Telphony tab |
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* Settings > Technical > FreeSWITCH Servers. |
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* Setup you server. |
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* Configure users under Settings > Users > $USER > Telephony tab. |
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Usage |
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===== |
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@ -86,14 +56,43 @@ To use this module, you need to: |
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* See scripts/get_caller_name.py to see how to set caller and callee name |
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* Click on Dial next to any phone number covered by associated modules |
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* Click on Dial next to any phone number covered by associated modules. |
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1) *click2dial*. Here is how it works : |
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.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas |
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:alt: Try me on Runbot |
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:target: https://runbot.odoo-community.org/runbot/{repo_id}/{branch} |
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* In Odoo, the user clicks on the *Dial* button next to a phone number |
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field in the partner view. |
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* Odoo connects to the FreeSWITCH Event Socket and FreeSWITCH makes the |
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user's phone ring. |
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* The user answers his own phone (if he doesn't, the process stops here). |
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* FreeSWITCH dials the phone number found in Odoo in place of the user. |
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* If the remote party answers, the user can talk to his correspondent. |
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2) Using Odoo to provide Caller ID Name in FreeSWITCH. To understand how to |
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use this, please see get_caller_name.py, which should be installed per the |
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instructions in the script on the Odoo/Odoo server. This works for |
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incoming and outgoing calls, per instructions in the script. |
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.. repo_id is available in https://github.com/OCA/maintainer-tools/blob/master/tools/repos_with_ids.txt |
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.. branch is "8.0" for example |
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3) *Open Caller* Here is how it works : |
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* When the user clicks on the phone icon, Odoo sends a query to the |
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FreeSWITCH Manager Interface to get a list of the current phone calls |
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* If it finds a phone call involving the user's phone, it gets the phone |
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number of the calling party |
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* It searches the phone number of the calling party in the |
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Partners/Leads/Candidates/Registrations of Odoo. If a record matches, |
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it takes you to the form view of this record. If no record matchs, it |
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opens a wizard which proposes to create a new Partner with the presented |
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phone number as *Phone* or *Mobile* number or update an existing Partner. |
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It is possible to get a pop-up of the record corresponding to the calling |
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party without any action from the user via the module *base_phone_popup*. |
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Known issues / Roadmap |
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====================== |
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@ -103,14 +102,10 @@ Known issues / Roadmap |
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Bug Tracker |
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=========== |
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/ |
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{project_repo}/issues>`_. |
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In case of trouble, please check there if your issue has already been reported. |
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If you spotted it first, help us smashing it by providing a detailed and welcomed feedback `here <https://github.com/OCA/ |
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{project_repo}/issues/new?body=module:%20 |
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{module_name}%0Aversion:%20 |
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{version}%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. |
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Bugs are tracked on `GitHub Issues |
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<https://github.com/OCA/connector-telephony/issues>`_. In case of trouble, please |
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check there if your issue has already been reported. If you spotted it first, |
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help us smashing it by providing a detailed and welcomed feedback. |
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Credits |
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======= |
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@ -118,8 +113,7 @@ Credits |
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Contributors |
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------------ |
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* Firstname Lastname <email.address@example.org> |
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* Second Person <second.person@example.org> |
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* Trever L. Adams |
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Maintainer |
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---------- |
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