Set up Call Journal to Odoo CRM

Call Journal keeps Odoo CRM (Customer Relationship Management) up to date without any manual effort. Once it is switched on, Cloud Voice writes a call log to Odoo each time an associated user wraps up a call with a CRM contact, so the record of who called whom and when lives alongside the rest of your customer data.

Before you begin

Make sure Cloud Voice is already connected to Odoo CRM. Call Journal builds on that integration and cannot be configured until it is in place.

Turn on and configure Call Journal

1. Sign in to the PBX (Private Branch Exchange) web portal and open Integrations > CRM.

2. On the CRM integration page, enable Call Journal.

3. Decide what each logged call should say by filling in the call log fields:

   

   • Subject: The title given to the call log entry.
   • Description: The body text of the call log entry.

   Note

   Both fields accept variables, so you can build entries that pull in details from each call automatically rather than typing static text.

4. (Optional) Select Disable Display Missed Call Records in Unanswered Agents if you want to trim redundant entries. With this option selected, calls to a queue or ring group are logged only to the CRM of the agent who actually answered. Agents who did not pick up the call will not have a missed-call entry written for it.

   Tip

   Leave this on for busy queues and ring groups. Without it, a single inbound call can create a missed-call log for every agent who was rung, which quickly clutters the CRM.

5. Click Save.

Result

From now on, whenever an associated user ends a call with a CRM contact, Cloud Voice pushes a matching call log into Odoo using the subject and description you defined.