[ADD] discuss: specific email server from

closes odoo/documentation#2990

X-original-commit: ce1d0b216d
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
This commit is contained in:
Sam Lieber (sali) 2022-08-24 14:29:02 +00:00 committed by Zachary Straub (ZST)
parent b07036f262
commit 0896e83c71
2 changed files with 42 additions and 2 deletions

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@ -137,7 +137,8 @@ Odoo relies on generic email aliases to fetch incoming messages.
* **Original messages**: Several business objects have their own alias to create new records in
Odoo from incoming emails:
* Sales Channel (to create Leads or Opportunities in `Odoo CRM <https://www.odoo.com/page/crm>`__),
* Sales Channel (to create Leads or Opportunities in `Odoo CRM <https://www.odoo.com/page/
crm>`__),
* Support Channel (to create Tickets in `Odoo Helpdesk <https://www.odoo.com/page/helpdesk>`__),
* Projects (to create new Tasks in `Odoo Project <https://www.odoo.com/page
/project-management>`__),
@ -151,7 +152,6 @@ recommended method is to manage one email address per Odoo alias in the mail ser
* Create the corresponding email addresses in the mail server (catchall@, bounce@, sales@, etc.).
* Set the :guilabel:`Alias Domain` name in :menuselection:`Settings --> General Settings -->
Discuss`.
* If the database's hosting type is Odoo on-premise, create an :guilabel:`Incoming Mail Server` in
Odoo for each alias. This can be done from the General Settings as well. Fill out the form
according to the email provider's settings. Leave the :guilabel:`Actions to Perform on Incoming
@ -187,6 +187,46 @@ By default, inbound messages are fetched every 5 minutes in Odoo on-premise.
:menuselection:`Settings --> Technical --> Automation --> Scheduled Actions` and look for
:guilabel:`Mail: Fetchmail Service`.
Utilizing the From Filter on an outgoing email server
=====================================================
The :guilabel:`FROM Filtering` field allows for the use of a specific outgoing email server
depending on the :guilabel:`From` email address or domain that Odoo is sending on behalf of. This
setting can be used to improve the deliverability or sending success rate of emails sent from the
database. Setting the :guilabel:`FROM Filtering` field can also be used to send from different
domains in a multi-company environment. Access this field in Odoo by navigating to
:menuselection:`Settings --> Custom Mail Servers --> Outgoing Mail Servers --> New`.
.. image:: email_servers/from-filter-setting.png
:align: center
:alt: Outgoing email server settings and the FROM filter settings.
When an email is sent from Odoo while the :guilabel:`FROM Filtering` field is set, an email server
is chosen in the following sequence:
#. First, Odoo searches for an email server that has the same :guilabel:`FROM Filtering` value as
the :guilabel:`From` value (email address) defined in the outgoing email. For example, if the
:guilabel:`From` value (email address) is `test\@example.com`, only the email servers that have
the :guilabel:`FROM Filtering` value equal to `test\@example.com` are returned.
#. However, if no email servers are found that use the :guilabel:`From` value, then Odoo searches
for an email server that has the same *domain* as the :guilabel:`From` value (email address)
defined in the outgoing email. For example, if the :guilabel:`From` email address is
`test\@example.com`, only the email servers that have the :guilabel:`FROM Filtering` value equal
to `example.com` are returned.
If no email servers are found after checking for the domain, then Odoo returns all email servers
that do not have any :guilabel:`FROM Filtering` value(s) set.
Should this query return no results, then Odoo performs a search for an email server using the
system parameter: `mail.default.from`. First, the email address listed attempts to match an email
server, and then the domain attempts to find a match. If no email server is found, Odoo returns the
first outgoing email server (sorted by priority).
.. note::
If several email servers are found, then Odoo uses the first one according to its priority. For
example, if there are two email servers, one with a priority of `10` and the other with a
priority of `20`, then the email server with a priority of `10` is used first.
Set up different dedicated servers for transactional and mass mails
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