{"id":1492,"date":"2013-12-16T22:54:30","date_gmt":"2013-12-16T22:54:30","guid":{"rendered":"http:\/\/www.knowledgement.ie\/?p=1492"},"modified":"2013-12-16T22:54:30","modified_gmt":"2013-12-16T22:54:30","slug":"recording-phone-calls-and-meetings-in-openerp-crm","status":"publish","type":"post","link":"https:\/\/targetintegration.com\/en_in\/recording-phone-calls-and-meetings-in-openerp-crm\/","title":{"rendered":"Recording Phone Calls and Meetings in OpenERP CRM"},"content":{"rendered":"<p>OpenERP has a very extensive CRM module which allows you to look after your customers\/leads and contacts by recording information related to them stored in the OpenERP database.<\/p>\n<p>The module also has functionality of recording Phone Calls and Meetings with your contacts. Follow the steps below to record a phone call or a meeting for a particular contact.<\/p>\n<p>Go to Sales &gt; Customers and click on a contact you would like to record a call against. When you click on a contact the Form view of OpenERP opens up with the information on this particular contact\/organisation. E.g. below we are looking at the information of Target Integration.<\/p>\n<p><a href=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2013\/12\/OpenERP-CRM.png\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-large wp-image-1493\" src=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2013\/12\/OpenERP-CRM-1024x348.png\" alt=\"Screen showing OpenERP CRM to Record Phone Calls and Meetings\" width=\"1024\" height=\"348\" \/><\/a><\/p>\n<p>Now you have two options you can either click on the left side links (these are available from any screen when you are in Sales menu item) or you can click on right hand side top buttons to record calls or schedule meetings with the contact.<\/p>\n<p>You can also see a list of all the calls made\/meetings scheduled or held with a particular contact by clicking the respective button on the Form view of that contact\/organisation.<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>","protected":false},"excerpt":{"rendered":"<p>OpenERP has a very extensive CRM module which allows you to look after your customers\/leads and contacts by recording information&#8230;<\/p>","protected":false},"author":4,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[1],"tags":[80,165,145,143,146,157,166,155,159,156],"class_list":["post-1492","post","type-post","status-publish","hentry","category-article","tag-customer-relationship-manager","tag-domain-name-service","tag-easiest-way-for-website-building","tag-finance-fr","tag-openerp","tag-openerp-consultants-in-uk","tag-openerp-crm","tag-openerp-in-ireland","tag-search-engine-optimisation","tag-why-to-register-the-domain"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Recording Phone Calls and Meetings in OpenERP CRM -<\/title>\n<meta name=\"description\" content=\"OpenERP has a very extensive CRM module which allows you to look after your customers\/leads and contacts by recording information related to them stored in the ...\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/targetintegration.com\/en_in\/recording-phone-calls-and-meetings-in-openerp-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Recording Phone Calls and Meetings in OpenERP CRM -\" \/>\n<meta property=\"og:description\" content=\"OpenERP has a very extensive CRM module which allows you to look after your customers\/leads and contacts by recording information related to them stored in the ...\" \/>\n<meta property=\"og:url\" content=\"https:\/\/targetintegration.com\/en_in\/recording-phone-calls-and-meetings-in-openerp-crm\/\" \/>\n<meta property=\"og:site_name\" content=\"Target Integration\" \/>\n<meta property=\"article:published_time\" content=\"2013-12-16T22:54:30+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2013\/12\/OpenERP-CRM-1024x348.png\" \/>\n<meta name=\"author\" content=\"Aman Thakral\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Aman Thakral\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/targetintegration.com\/en_gb\/recording-phone-calls-and-meetings-in-openerp-crm\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/targetintegration.com\/en_gb\/recording-phone-calls-and-meetings-in-openerp-crm\/\"},\"author\":{\"name\":\"Aman Thakral\",\"@id\":\"https:\/\/targetintegration.com\/#\/schema\/person\/9956d46591619b474ed534d4bae9a37d\"},\"headline\":\"Recording Phone Calls and Meetings in OpenERP CRM\",\"datePublished\":\"2013-12-16T22:54:30+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/targetintegration.com\/en_gb\/recording-phone-calls-and-meetings-in-openerp-crm\/\"},\"wordCount\":198,\"commentCount\":2,\"publisher\":{\"@id\":\"https:\/\/targetintegration.com\/#organization\"},\"image\":{\"@id\":\"https:\/\/targetintegration.com\/en_gb\/recording-phone-calls-and-meetings-in-openerp-crm\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/targetintegration.com\/wp-content\/uploads\/2013\/12\/OpenERP-CRM-1024x348.png\",\"keywords\":[\"Customer Relationship Manager\",\"Domain Name Service\",\"Easiest Way for Website Building\",\"finance\",\"OpenERP\",\"OpenERP Consultants in UK\",\"OpenERP CRM\",\"OpenERP in Ireland\",\"Search Engine Optimisation\",\"Why to Register the Domain\"],\"articleSection\":[\"Article\"],\"inLanguage\":\"en-IN\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/targetintegration.com\/en_gb\/recording-phone-calls-and-meetings-in-openerp-crm\/\",\"url\":\"https:\/\/targetintegration.com\/en_gb\/recording-phone-calls-and-meetings-in-openerp-crm\/\",\"name\":\"Recording Phone Calls and Meetings in OpenERP CRM -\",\"isPartOf\":{\"@id\":\"https:\/\/targetintegration.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/targetintegration.com\/en_gb\/recording-phone-calls-and-meetings-in-openerp-crm\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/targetintegration.com\/en_gb\/recording-phone-calls-and-meetings-in-openerp-crm\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/targetintegration.com\/wp-content\/uploads\/2013\/12\/OpenERP-CRM-1024x348.png\",\"datePublished\":\"2013-12-16T22:54:30+00:00\",\"description\":\"OpenERP has a very extensive CRM module which allows you to look after your customers\/leads and contacts by recording information related to them stored in the ...\",\"breadcrumb\":{\"@id\":\"https:\/\/targetintegration.com\/en_gb\/recording-phone-calls-and-meetings-in-openerp-crm\/#breadcrumb\"},\"inLanguage\":\"en-IN\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/targetintegration.com\/en_gb\/recording-phone-calls-and-meetings-in-openerp-crm\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-IN\",\"@id\":\"https:\/\/targetintegration.com\/en_gb\/recording-phone-calls-and-meetings-in-openerp-crm\/#primaryimage\",\"url\":\"https:\/\/targetintegration.com\/wp-content\/uploads\/2013\/12\/OpenERP-CRM-1024x348.png\",\"contentUrl\":\"https:\/\/targetintegration.com\/wp-content\/uploads\/2013\/12\/OpenERP-CRM-1024x348.png\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/targetintegration.com\/en_gb\/recording-phone-calls-and-meetings-in-openerp-crm\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/targetintegration.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Recording Phone Calls and Meetings in OpenERP CRM\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/targetintegration.com\/#website\",\"url\":\"https:\/\/targetintegration.com\/\",\"name\":\"Target Integration\",\"description\":\"Empowering You!\",\"publisher\":{\"@id\":\"https:\/\/targetintegration.com\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/targetintegration.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-IN\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/targetintegration.com\/#organization\",\"name\":\"Target Integration\",\"url\":\"https:\/\/targetintegration.com\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-IN\",\"@id\":\"https:\/\/targetintegration.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/targetintegration.com\/wp-content\/uploads\/\/2021\/05\/ti-logo2-2.svg\",\"contentUrl\":\"https:\/\/targetintegration.com\/wp-content\/uploads\/\/2021\/05\/ti-logo2-2.svg\",\"width\":172,\"height\":65,\"caption\":\"Target Integration\"},\"image\":{\"@id\":\"https:\/\/targetintegration.com\/#\/schema\/logo\/image\/\"}},{\"@type\":\"Person\",\"@id\":\"https:\/\/targetintegration.com\/#\/schema\/person\/9956d46591619b474ed534d4bae9a37d\",\"name\":\"Aman Thakral\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-IN\",\"@id\":\"https:\/\/targetintegration.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/5d3832136f194dc02b46be42471b0a19833e6a89e0c27d4f36549afb93d2a431?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/5d3832136f194dc02b46be42471b0a19833e6a89e0c27d4f36549afb93d2a431?s=96&d=mm&r=g\",\"caption\":\"Aman Thakral\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Recording Phone Calls and Meetings in OpenERP CRM -","description":"OpenERP has a very extensive CRM module which allows you to look after your customers\/leads and contacts by recording information related to them stored in the ...","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/targetintegration.com\/en_in\/recording-phone-calls-and-meetings-in-openerp-crm\/","og_locale":"en_US","og_type":"article","og_title":"Recording Phone Calls and Meetings in OpenERP CRM -","og_description":"OpenERP has a very extensive CRM module which allows you to look after your customers\/leads and contacts by recording information related to them stored in the ...","og_url":"https:\/\/targetintegration.com\/en_in\/recording-phone-calls-and-meetings-in-openerp-crm\/","og_site_name":"Target Integration","article_published_time":"2013-12-16T22:54:30+00:00","og_image":[{"url":"https:\/\/targetintegration.com\/wp-content\/uploads\/2013\/12\/OpenERP-CRM-1024x348.png","type":"","width":"","height":""}],"author":"Aman Thakral","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Aman Thakral","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/targetintegration.com\/en_gb\/recording-phone-calls-and-meetings-in-openerp-crm\/#article","isPartOf":{"@id":"https:\/\/targetintegration.com\/en_gb\/recording-phone-calls-and-meetings-in-openerp-crm\/"},"author":{"name":"Aman Thakral","@id":"https:\/\/targetintegration.com\/#\/schema\/person\/9956d46591619b474ed534d4bae9a37d"},"headline":"Recording Phone Calls and Meetings in OpenERP CRM","datePublished":"2013-12-16T22:54:30+00:00","mainEntityOfPage":{"@id":"https:\/\/targetintegration.com\/en_gb\/recording-phone-calls-and-meetings-in-openerp-crm\/"},"wordCount":198,"commentCount":2,"publisher":{"@id":"https:\/\/targetintegration.com\/#organization"},"image":{"@id":"https:\/\/targetintegration.com\/en_gb\/recording-phone-calls-and-meetings-in-openerp-crm\/#primaryimage"},"thumbnailUrl":"https:\/\/targetintegration.com\/wp-content\/uploads\/2013\/12\/OpenERP-CRM-1024x348.png","keywords":["Customer Relationship Manager","Domain Name Service","Easiest Way for Website Building","finance","OpenERP","OpenERP Consultants in UK","OpenERP CRM","OpenERP in Ireland","Search Engine Optimisation","Why to Register the Domain"],"articleSection":["Article"],"inLanguage":"en-IN"},{"@type":"WebPage","@id":"https:\/\/targetintegration.com\/en_gb\/recording-phone-calls-and-meetings-in-openerp-crm\/","url":"https:\/\/targetintegration.com\/en_gb\/recording-phone-calls-and-meetings-in-openerp-crm\/","name":"Recording Phone Calls and Meetings in OpenERP CRM -","isPartOf":{"@id":"https:\/\/targetintegration.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/targetintegration.com\/en_gb\/recording-phone-calls-and-meetings-in-openerp-crm\/#primaryimage"},"image":{"@id":"https:\/\/targetintegration.com\/en_gb\/recording-phone-calls-and-meetings-in-openerp-crm\/#primaryimage"},"thumbnailUrl":"https:\/\/targetintegration.com\/wp-content\/uploads\/2013\/12\/OpenERP-CRM-1024x348.png","datePublished":"2013-12-16T22:54:30+00:00","description":"OpenERP has a very extensive CRM module which allows you to look after your customers\/leads and contacts by recording information related to them stored in the ...","breadcrumb":{"@id":"https:\/\/targetintegration.com\/en_gb\/recording-phone-calls-and-meetings-in-openerp-crm\/#breadcrumb"},"inLanguage":"en-IN","potentialAction":[{"@type":"ReadAction","target":["https:\/\/targetintegration.com\/en_gb\/recording-phone-calls-and-meetings-in-openerp-crm\/"]}]},{"@type":"ImageObject","inLanguage":"en-IN","@id":"https:\/\/targetintegration.com\/en_gb\/recording-phone-calls-and-meetings-in-openerp-crm\/#primaryimage","url":"https:\/\/targetintegration.com\/wp-content\/uploads\/2013\/12\/OpenERP-CRM-1024x348.png","contentUrl":"https:\/\/targetintegration.com\/wp-content\/uploads\/2013\/12\/OpenERP-CRM-1024x348.png"},{"@type":"BreadcrumbList","@id":"https:\/\/targetintegration.com\/en_gb\/recording-phone-calls-and-meetings-in-openerp-crm\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/targetintegration.com\/"},{"@type":"ListItem","position":2,"name":"Recording Phone Calls and Meetings in OpenERP CRM"}]},{"@type":"WebSite","@id":"https:\/\/targetintegration.com\/#website","url":"https:\/\/targetintegration.com\/","name":"Target Integration","description":"Empowering You!","publisher":{"@id":"https:\/\/targetintegration.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/targetintegration.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-IN"},{"@type":"Organization","@id":"https:\/\/targetintegration.com\/#organization","name":"Target Integration","url":"https:\/\/targetintegration.com\/","logo":{"@type":"ImageObject","inLanguage":"en-IN","@id":"https:\/\/targetintegration.com\/#\/schema\/logo\/image\/","url":"https:\/\/targetintegration.com\/wp-content\/uploads\/\/2021\/05\/ti-logo2-2.svg","contentUrl":"https:\/\/targetintegration.com\/wp-content\/uploads\/\/2021\/05\/ti-logo2-2.svg","width":172,"height":65,"caption":"Target Integration"},"image":{"@id":"https:\/\/targetintegration.com\/#\/schema\/logo\/image\/"}},{"@type":"Person","@id":"https:\/\/targetintegration.com\/#\/schema\/person\/9956d46591619b474ed534d4bae9a37d","name":"Aman Thakral","image":{"@type":"ImageObject","inLanguage":"en-IN","@id":"https:\/\/targetintegration.com\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/5d3832136f194dc02b46be42471b0a19833e6a89e0c27d4f36549afb93d2a431?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/5d3832136f194dc02b46be42471b0a19833e6a89e0c27d4f36549afb93d2a431?s=96&d=mm&r=g","caption":"Aman Thakral"}}]}},"_links":{"self":[{"href":"https:\/\/targetintegration.com\/en_in\/wp-json\/wp\/v2\/posts\/1492","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/targetintegration.com\/en_in\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/targetintegration.com\/en_in\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/targetintegration.com\/en_in\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/targetintegration.com\/en_in\/wp-json\/wp\/v2\/comments?post=1492"}],"version-history":[{"count":0,"href":"https:\/\/targetintegration.com\/en_in\/wp-json\/wp\/v2\/posts\/1492\/revisions"}],"wp:attachment":[{"href":"https:\/\/targetintegration.com\/en_in\/wp-json\/wp\/v2\/media?parent=1492"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/targetintegration.com\/en_in\/wp-json\/wp\/v2\/categories?post=1492"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/targetintegration.com\/en_in\/wp-json\/wp\/v2\/tags?post=1492"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}