[IMP] general: companies digest email rewrite

closes odoo/documentation#8551

X-original-commit: 9897673e93
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
This commit is contained in:
tiku-odoo 2024-03-21 17:00:05 -04:00
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=============
Digest Emails
Digest emails
=============
**Digest Emails** are periodic snapshots sent to your organization via email that include high-level
information about how your business is performing.
*Digest Emails* are periodic snapshots sent via email to users in an organization that include
high-level information about how the business is performing.
Navigate to Digest Emails by going to :menuselection:`Settings --> General Settings --> Statistics`,
then activate the **Digest Emails** feature and click on save.
To start sending digest emails, begin by navigating to :menuselection:`Settings app --> Statistics
section`, activate the :guilabel:`Digest Emails` feature, and click :guilabel:`Save`.
.. image:: digest_emails/digest-email-settings.png
:align: center
:alt: Digest Emails section inside General Settings.
You can control a variety of settings for your Digest Emails, such as:
A variety of settings can be configured for digest emails, such as:
- which KPIs are shared in the Digest
- how often Digest Emails are sent
- who in your organization receives Digest Emails
- creating custom Digest Email templates
- adding additional KPIs (Studio required)
- Deciding which :abbr:`KPIs (key performance indicators)` are shared in the digest emails
- Determining how often digest emails are sent
- Choosing who in the organization receives digest emails
- Creating custom digest email templates
- Adding additional :abbr:`KPIs (key performance indicators)` (*Studio* app required)
.. note::
By default, Digest Email is *enabled*, and *Your Odoo Periodic Digest* serves as the primary
template, which includes all KPI measurements across your Odoo database and is sent daily to
administrators.
By default, the :guilabel:`Digest Email` feature is enabled. :guilabel:`Your Odoo Periodic
Digest` serves as the primary template, which includes all :abbr:`KPI (key performance
indicator)` measurements across the Odoo database, and is sent daily to administrators.
.. warning::
When creating duplicates of databases that have sending capabilities (not testing-mode), the
digest emails continue to send from the duplicate database, unless deactivated.
To deactivate the digest email, navigate to :menuselection:`Settings --> Statistics section`.
Then, deactivate the :guilabel:`Digest Emails` feature, by un-ticking the checkbox, and clicking
:guilabel:`Save`. See the section on :ref:`digest-emails/deactivate`.
.. _digest-emails/customize-digest:
Customize *Your Odoo Periodic Digest*
=====================================
Customize default digest email
==============================
To customize the default Digest Email (*Your Odoo Periodic Digest*), go to :menuselection:`Settings
--> General Settings --> Statistics --> Digest Email`, select *Your Odoo Periodic Digest* and click
on the *external link* next to the dropdown selection.
To customize the default digest email (*Your Odoo Periodic Digest*), go to :menuselection:`Settings
app --> Statistics section --> Digest Email field`. Then, select :guilabel:`Your Odoo Periodic
Digest`, and click on the :guilabel:`↗️ (External link)` icon, next to the drop-down menu selection.
A popup window appears and presents a variety of editable settings, which include:
A pop-up window appears, and presents a variety of editable settings, which include:
- **Digest Title** - what you want your Digest Email to be called
- **Periodicity** - control the regimen in how often Digest Emails are sent
- **KPIs** - check/uncheck each calculated KPI that appears in Digest Emails
- **Recipients** - add/remove users who receive your Digest Emails
- **Custom** - add your own KPIs (Studio required)
- :guilabel:`Digest Name`: the name of the digest email.
- :guilabel:`Periodicity`: control how often digest emails are sent (:guilabel:`Daily`,
:guilabel:`Weekly`, :guilabel:`Monthly`, or :guilabel:`Quarterly`).
- :guilabel:`Next Send Date`: the date on which the digest email will be sent again.
- :guilabel:`KPIs` tab: check/uncheck each calculated :abbr:`KPI (key performance indicator)` that
appears in digest emails. A ticked box indicates an active :abbr:`KPI (key performance indicator)`
in the digest email. See the section on :ref:`digest-emails/kpis`.
- :guilabel:`Recipients` tab: add/remove users who receive the digest emails. See the section on
:ref:`digest-emails/recipients`.
.. note::
The :abbr:`KPIs (key performance indicators)` can be customized using Odoo *Studio*. Additional
costs to the database subscription are incurred should *Studio* need to be installed. See this
section on :ref:`digest-emails/custom-kpi`.
.. image:: digest_emails/periodic-digest.png
:align: center
:alt: Customize default Digest Email settings and custom KPIs.
.. _digest-emails/deactivate:
Deactivate digest email
=======================
To manually deactivate an individual digest email, first navigate to :menuselection:`Settings app
--> Statistics section`, and click :guilabel:`Configure Digest Emails`. Then, select the desired
digest email from the list that should be deactivated.
Next, click :guilabel:`DEACTIVATE FOR EVERYONE` to deactivate the digest email for everyone, or
:guilabel:`UNSUBSCRIBE ME` to remove the logged in user from the mailing list. These buttons are
located in the top menu, just above the :guilabel:`Digest Name`.
Manually send digest email
==========================
To manually send a digest email, first navigate to :menuselection:`Settings app --> Statistics
section`, and click :guilabel:`Configure Digest Emails`. Then, select the desired digest email, and
click :guilabel:`SEND NOW`. This button is located in the top menu, just above the :guilabel:`Digest
Name`.
.. _digest-emails/kpis:
KPIs
====
Pre-configured :abbr:`KPIs (key performance indicators)` can be added to the digest email from the
:guilabel:`KPIs` tab of the digest email template form.
First, navigate to :menuselection:`Settings app --> Statistics section`, and click
:guilabel:`Configure Digest Emails`.
Then, select the desired digest email, and open the :guilabel:`KPIs` tab.
To add a :abbr:`KPI (key performance indicator)` to the digest email, tick the checkbox next to the
desired :abbr:`KPI (key performance indicator)`. After all :abbr:`KPIs (key performance indicators)`
are added (or deselected), click :guilabel:`Save`.
The following :abbr:`KPIs (key performance indicators)` are available in the :guilabel:`KPIs` tab on
a digest email template form out-of-box in Odoo:
.. image:: digest_emails/oob-kpis.png
:align: right
:alt: KPIs listed in the out-of-box digest email.
:guilabel:`General`
- :guilabel:`Connected Users`
- :guilabel:`Messages`
:guilabel:`Project`
- :guilabel:`Open Tasks`
:guilabel:`Recruitment`
- :guilabel:`Employees`
:guilabel:`CRM`
- :guilabel:`New Leads/Opportunities`
- :guilabel:`Opportunities Won`
:guilabel:`Sales`
- :guilabel:`All Sales`
- :guilabel:`eCommerce Sales`
:guilabel:`Point of Sale`
- :guilabel:`POS Sales`
:guilabel:`Live Chat`
- :guilabel:`% of Happiness`
- :guilabel:`Conversations handled`
- :guilabel:`Time to answer (sec)`
:guilabel:`Helpdesk`
- :guilabel:`Tickets Closed`
:guilabel:`Invoicing`
- :guilabel:`Revenue`
- :guilabel:`Banks and Cash Moves`
.. _digest-emails/recipients:
Recipients
==========
Digest email recipients are added from the :guilabel:`Recipients` tab of the digest email template
form.
To add a recipient, navigate to :menuselection:`Settings app --> Statistics section`, and click
:guilabel:`Configure Digest Emails`. Then, select the desired digest email, and open the
:guilabel:`Recipients` tab.
To add a recipient, click :guilabel:`Add a line`, and an :guilabel:`Add Recipients` pop-up window
appears, with all available users to add as recipients.
From the pop-up window, tick the checkbox next to the :guilabel:`Name` of the user(s), and click the
:guilabel:`Select` button.
To remove a user as a recipient, click the :guilabel:`❌ (remove)` icon to the far-right of the user
listed in the :guilabel:`Recipients` tab.
Click :guilabel:`Save` to implement the changes.
.. _digest-emails/custom-emails:
Custom digest emails
Create digest emails
====================
To do so, click on **Configure Digest Emails** and then **Create**.
To create a new digest email, navigate to :menuselection:`Settings app --> Statistics section`, and
click :guilabel:`Configure Digest Emails`. Then, click :guilabel:`Create` to create a new digest
email.
From there, give your Digest Email a title, specify periodicity, and choose your desired KPIs and
recipients fields as needed.
A separate page, with a blank digest email template appears, and presents a variety of editable
settings, including:
After you click **Save**, your new custom Digest Email is available as a selection in the **General
Settings** dropdown menu.
- :guilabel:`Digest Name`: the name of the digest email.
- :guilabel:`Periodicity`: control how often digest emails are sent (:guilabel:`Daily`,
:guilabel:`Weekly`, :guilabel:`Monthly`, or :guilabel:`Quarterly`).
- :guilabel:`Next Send Date`: the date on which the digest email will be sent again.
- :guilabel:`KPIs` tab: check/uncheck each calculated :abbr:`KPI (key performance indicator)` that
appears in digest emails. A ticked box indicates an active :abbr:`KPI (key performance indicator)`
in the digest email. See the section on :ref:`digest-emails/kpis`.
- :guilabel:`Recipients` tab: add/remove users who receive the digest emails. See the section on
:ref:`digest-emails/recipients`.
From there, give the digest email a :guilabel:`Digest Name`, specify :guilabel:`Periodicity`,
choose the desired :abbr:`KPIs (key performance indicators)`, and add :guilabel:`Recipients`, as
needed.
After clicking :guilabel:`Save`, the new custom digest email is available as a selection in the
:guilabel:`Digest Email` field, located in the :menuselection:`Settings app --> Statistics section`.
.. _digest-emails/custom-kpi:
Custom KPIs with Studio
-----------------------
Custom KPIs with Odoo Studio
============================
For either *Your Odoo Periodic Digest* or your own custom Digest Email, you can add your own KPIs
by using Odoo Studio.
The :abbr:`KPIs (key performance indicators)` on a digest email template form, in the
:guilabel:`KPIs` tab, can be customized using Odoo *Studio*.
To begin, click the **Toggle Studio** icon or click the **Recipients** tab and then the ellipses
:menuselection:`… icon --> Add Custom Field` to edit the template or add additional fields.
.. warning::
Additional costs to the database subscription are incurred, should Odoo *Studio* need to be
installed.
In order to create additional fields, you must create two fields on the digest object:
To begin, click the :guilabel:`🛠️ (tools)` icon in the top-right of the screen. This is the link to
the Odoo *Studio* application.
#. create a boolean field called `kpi_myfield` and display it in the KPIs tab
#. create a computed field called `kpi_myfield_value` that computes your customized KPI
#. select your KPI(s) in the KPIs tab.
In order to create additional fields, create two fields on the digest object:
#. Create a boolean field called `kpi_myfield`, and display it in the :guilabel:`KPIs` tab.
#. Create a computed field called `kpi_myfield_value` that computes the customized :abbr:`KPI (key
performance indicator)`.
#. Select the :abbr:`KPIs (key performance indicators)` in the :guilabel:`KPIs` tab.
.. tip::
Here is the `source code
<https://github.com/odoo/odoo/blob/15.0/addons/digest/models/digest.py>`_ for the `digest.py`
file, which guides the programmer in the coding of the computed field.
.. seealso::
Users can also click the :guilabel:`Recipients` tab, and then the vertical three-dot
:guilabel:`(kebab)` menu to edit this view. Either click :guilabel:`EDIT LIST VIEW` or
:guilabel:`EDIT FORM VIEW` to modify this tab.
Computed values reference table
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-------------------------------
+-----------------------+-------------------------------------------+
| LABEL | VALUE |

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