voxbi calls tab on tickets and project’s tasks

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adds a voxbi calls tab in tickets and project’s tasks when a customer is selected

what changes

a new voxbi calls tab appears in the interface of tickets and project’s tasks once a customer is selected. this tab displays relevant call information linked to that customer.
the integration operates within odoo, enhancing communication tracking directly from tickets and task views without switching contexts.
benefits
  • centralizes call data within tickets and tasks
  • improves customer communication tracking
  • reduces context switching for users
  • integrates seamlessly with existing odoo workflows
use cases
  • support agents reviewing customer call history
  • project managers tracking communication on tasks
  • sales teams accessing call logs from tickets
  • operations monitoring call interactions linked to projects

how it works

  1. select a customer in a ticket or project task view
  1. the voxbi calls tab becomes visible in the interface
  1. click the voxbi calls tab to view call logs related to the selected customer
  1. interact with call data directly from within tickets or tasks
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ensure the customer is selected before expecting the voxbi calls tab to appear in tickets or tasks views