• Phonet Instruction

    1. Module installation in Odoo

    To install this module, you need to:

    Download the module and add it to the Odoo apps folder. After that, log in to your Odoo server and go to the 'Apps' menu. Start the debug mode and refresh the list by clicking the 'Update Apps List' link. Now install the module, by clicking the install button.

    2. Phonet Configuration

    1. Open https://your-pbx-name.phonet.ua and log in.

    2. Menu - Settings - Integrations - scroll down and click "Other CRM System"

    3. API Server and API Key. Store them in Odoo - "General Settings" menu - PBX - " API Server" and " API Key". Switch to " production mode".

    • At this stage, the "Phonet" module should already be installed.

    4. "Phone Calls" group - "Get Client Information" field

    • set your Odoo URL in the format https://my.odoo.domain/phonet/get_operator

    5. "User Events" group - add events

    • Start Call
    • set your Odoo URL in the format https://my.odoo.domain/phonet
    • Hang Up
    • set your Odoo URL in the format https://my.odoo.domain/phonet
    • End Call
    • set your Odoo URL in the format https://my.odoo.domain/phonet

    6. Press the "Save" button.

    3. Odoo Configuration

    1. Open Odoo - Settings menu - User List - current user form - Rights - "PBX" - set "PBX Manager".

    2. "PBX" tab - set " Default Number" equal to the operator's sip number. Just get the current operator's sip phone and check what the sip number is.

    3. If your database contains contacts with phone numbers, then you need to reformat all phone numbers. Click Odoo in developer mode - General Settings - Reformat Phone Numbers - Wizard to Reformat All Phone Numbers - Reformat All.

    4. In Odoo Contacts - open the contact form with the phone number.

    5. Press the button with the handset icon (to the right of the phone number) to make a phone call.

    • Make sure the sip phone is on.
    • Ensure that the sip phone is connected to the internal line of the current Odoo user.
    • If the operator's sip phone does not start ringing, check the current user's settings (in the user form).

    6. After making a test phone call, click " Phone Calls Menu" (the handset button in the odoo system menu (to the left of your user icon)) - " All Phone Calls" - The call you just made should be in the call list.

    7. "General Settings" menu - "PBX" tab - open PBX number list- you can see that odoo automatically adds the operator's internal PBX. Set the current odoo user for this PBX number.

    8. Menu "Contacts"- open the contact form and make a second outgoing phone call to this contact. You will see phone call notification. This means everything is set up correctly.

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