[IMP] discuss: documentation updated (#655)
- monitoring.rst + mentions.rst = get_started.rst; - mail_twitter.rst = deleted (functionality does not exist since V12) - tracking.rst = project/tasks/collaborate.rst
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@ -25,7 +25,7 @@ elettronica sono i seguenti:
|
||||
di posta elettronica certificata sono fornite dal tuo fornitore o dal
|
||||
Ministero. Lo stesso server deve essere configurato come server che
|
||||
gestisce tutta la corrispondenza mail in Odoo, per saperne di più si
|
||||
puo’ consultare la relativa :doc:`guida <../../../discuss/email_servers>`.
|
||||
puo’ consultare la relativa :doc:`guida <../../../discuss/advanced/email_servers>`.
|
||||
|
||||
- Indirizzo PEC dell’ Azienda, tale indirizzo deve essere lo stesso
|
||||
registrato presso l’Agenzia delle Entrate per l’utilizzo dei servizi
|
||||
|
@ -5,6 +5,6 @@ Organize the pipeline
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
../discuss/plan_activities
|
||||
../discuss/overview/plan_activities
|
||||
pipeline/lost_opportunities
|
||||
pipeline/multi_sales_team
|
||||
|
@ -8,11 +8,4 @@ Discuss
|
||||
:titlesonly:
|
||||
|
||||
discuss/overview
|
||||
discuss/tracking
|
||||
discuss/monitoring
|
||||
discuss/mentions
|
||||
discuss/team_communication
|
||||
discuss/plan_activities
|
||||
discuss/mail_twitter
|
||||
discuss/email_servers
|
||||
discuss/advanced
|
@ -6,4 +6,5 @@ Advanced
|
||||
:titlesonly:
|
||||
:glob:
|
||||
|
||||
advanced/emailtemplate
|
||||
advanced/email_servers
|
||||
advanced/email_template
|
||||
|
@ -1,5 +1,5 @@
|
||||
============================================================
|
||||
How to use my mail server to send and receive emails in Odoo
|
||||
How to Use my Mail Server to Send and Receive Emails in Odoo
|
||||
============================================================
|
||||
|
||||
If you are a user of Odoo Online or Odoo.sh...
|
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@ -1,41 +0,0 @@
|
||||
====================================
|
||||
How to follow Twitter feed from Odoo
|
||||
====================================
|
||||
|
||||
.. image:: media/twitter_user-image.png
|
||||
:align: center
|
||||
|
||||
You can follow specific hashtags on Twitter and see the tweets within the
|
||||
Odoo Discuss channels of your choice. The tweets are retrieved periodically from Twitter.
|
||||
An authenticated user can retweet the messages.
|
||||
|
||||
Setting up the App on Twitter's side
|
||||
====================================
|
||||
|
||||
Twitter uses an "App" on its side which is opens a gate to which Odoo asks for
|
||||
tweets, and through which a user can retweet.
|
||||
To set up this app, go to http://apps.twitter.com/app/new and put in the values:
|
||||
|
||||
- Name: this is the name of the application on Twitter
|
||||
|
||||
- Website: this is the external url of your Odoo database, with "/web" added.
|
||||
For example, if your Odoo instance is hosted at "http://www.example.com", you
|
||||
should put "http://www.example.com/web" in this field.
|
||||
|
||||
- Callback URL: this is the address on which Twitter will respond. Following the
|
||||
previous example you should write "http://www.example.com/web/twitter/callback".
|
||||
|
||||
Do not forget to accept the terms **Developer agreement** of use and click on
|
||||
**Create your Twitter application** at the bottom of the page.
|
||||
|
||||
|
||||
Getting the API key and secret
|
||||
==============================
|
||||
|
||||
When on the App dashboard, switch to the **Keys and Access Tokens** tab.
|
||||
|
||||
.. image:: media/api_key.png
|
||||
:align: center
|
||||
|
||||
And copy those values in Odoo in :menuselection:`Settings--> General Settings--> Twitter discuss integration`
|
||||
and click on **Save** to save the settings.
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@ -1,38 +0,0 @@
|
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===================================================
|
||||
How to grab attention of other users in my messages
|
||||
===================================================
|
||||
|
||||
You can **mention** a user in a channel or chatter by typing
|
||||
**@user-name**. Mentioning a user in the chatter will set them as a
|
||||
follower of the item (if they are not already) and send a message to
|
||||
their inbox. The item containing the mention will also be bolded in the
|
||||
list view. Mentioning a user in a channel will send a message to their
|
||||
inbox. You cannot mention a user in a channel who is not subscribed to
|
||||
the channel. Typing **#channel-name** will provide a link to the
|
||||
mentioned channel in either a chatter or another channel.
|
||||
|
||||
Direct messaging a user
|
||||
=======================
|
||||
|
||||
**Direct messages** are private messages viewable only by the sender
|
||||
and recipient. You can send direct messages to other users from
|
||||
within the Discuss module by creating a new conversation or
|
||||
selecting an existing one from the sidebar. Direct messages can be
|
||||
sent from anywhere in Odoo using the speech bubble icon in the top
|
||||
bar. The online status of other users is displayed to the left of
|
||||
their name. A **green dot** indicates that a user is Online, an
|
||||
**orange dot** that they are Idle, and a **grey dot** that they are
|
||||
offline.
|
||||
|
||||
Desktop notifications from Discuss
|
||||
==================================
|
||||
|
||||
You can choose to see **desktop notifications** when you receive a
|
||||
new direct message. The notification shows you the sender and a
|
||||
brief preview of the message contents. These can be configured or
|
||||
disabled by clicking on the gear icon in the corner of the
|
||||
notification..
|
||||
|
||||
.. image:: media/discuss06.png
|
||||
:align: center
|
||||
|
@ -1,27 +0,0 @@
|
||||
====================================================
|
||||
How to be responsive at work thanks to my Odoo inbox
|
||||
====================================================
|
||||
|
||||
Use the **Inbox** in Discuss app to monitor updates and progress
|
||||
on everything you do in Odoo.
|
||||
Notifications and messages from everything you follow or in
|
||||
which you are mentioned appear in your inbox.
|
||||
|
||||
.. image:: media/discuss04.png
|
||||
:align: center
|
||||
|
||||
You can keep an eye on your **Inbox** from any screen.
|
||||
|
||||
.. image:: media/inbox.png
|
||||
:align: center
|
||||
|
||||
Marking an item with a check marks the message as **read** and removes it
|
||||
from your inbox. If you would like to save an item for future reference
|
||||
or action, mark it with a star to add it to the **Starred** box. You can
|
||||
star any message or notification in Discuss or any of the item-specific
|
||||
chatters throughout Odoo to keep tabs on it here.
|
||||
|
||||
.. image:: media/discuss05.png
|
||||
:align: center
|
||||
|
||||
|
@ -1,15 +1,11 @@
|
||||
====================
|
||||
Why use Odoo Discuss
|
||||
====================
|
||||
========
|
||||
Overview
|
||||
========
|
||||
|
||||
Odoo Discuss is an easy to use messaging app for teams that brings all
|
||||
your organization's communication into one place and seamlessly
|
||||
integrates with the Odoo platform. Discuss lets you send and receive
|
||||
messages from wherever you are in Odoo as well as manage your messages
|
||||
and notifications easily from within the app. Discuss allows you to
|
||||
create **channels** for team chats, conversations about projects,
|
||||
meeting coordination, and more in one simple and searchable
|
||||
interface.
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
overview/get_started
|
||||
overview/team_communication
|
||||
overview/plan_activities
|
||||
|
||||
.. image:: media/discuss01.png
|
||||
:align: center
|
||||
|
99
discuss/overview/get_started.rst
Normal file
@ -0,0 +1,99 @@
|
||||
========================
|
||||
Get Started with Discuss
|
||||
========================
|
||||
|
||||
Discuss allows you to bring all of your company’s communication together through messages, notes,
|
||||
and chat. Share information, projects, files, prioritize tasks, and stay connected with colleagues
|
||||
and partners throughout applications. Forge better relationships, increase productivity and
|
||||
transparency by promoting a convenient way of communicating.
|
||||
|
||||
Choose your notifications preference
|
||||
====================================
|
||||
|
||||
Access your *Preferences* and choose how you would like your
|
||||
:doc:`Chatter <../../project/tasks/collaborate>` notifications to be handled.
|
||||
|
||||
.. image:: media/change_preferences.png
|
||||
:align: center
|
||||
:alt: View of the preferences page for Odoo Discuss
|
||||
|
||||
| By default, the field is set as *Handle by Emails* making messages, notes, and notifications where
|
||||
you were mentioned or that you follow, to be sent through email. By choosing *Handle in Odoo*,
|
||||
they are shown in the *Inbox*.
|
||||
| Messages can then be *Marked as Todo*, *Replied*, or *Marked as Read*.
|
||||
|
||||
.. image:: media/inbox_actions.png
|
||||
:align: center
|
||||
:alt: View of an inbox message and its action options in Odoo Discuss
|
||||
|
||||
The messages tagged as *Mark as Todo* are also shown in *Starred*, while the ones *Marked as Read*
|
||||
are moved to *History*.
|
||||
|
||||
.. image:: media/starred_messages.png
|
||||
:align: center
|
||||
:alt: View of messages marked as todo in Odoo Discuss
|
||||
|
||||
Start Chatting
|
||||
==============
|
||||
|
||||
The first time you log in to your account, OdooBot sends you a message asking for permission to
|
||||
receive desktop notifications to chats. If accepted, you receive push notifications to the messages
|
||||
sent to you despite of where you are in Odoo.
|
||||
|
||||
.. image:: media/odoobot_push.png
|
||||
:align: center
|
||||
:alt: View of the messages under the messaging menu emphasizing the request for push
|
||||
notifications for Odoo Discuss
|
||||
|
||||
.. tip::
|
||||
To stop receiving desktop notifications, reset the notifications settings of your browser.
|
||||
|
||||
To start a chat, click on *New Message* on the *Messaging Menu*, or go to *Discuss* and send a
|
||||
*Direct Message*.
|
||||
|
||||
.. image:: media/channels_direct_messages.png
|
||||
:align: center
|
||||
:height: 400
|
||||
:alt: View of discuss’s panel emphasizing the titles channels and direct messages in Odoo Discuss
|
||||
|
||||
You can also create :doc:`public and private channels <team_communication>`.
|
||||
|
||||
Mentions in the chat and on the Chatter
|
||||
---------------------------------------
|
||||
|
||||
| To mention a user within a chat or the :doc:`chatter <../../project/tasks/collaborate>` type
|
||||
*@user-name*; to refer to a channel, type *#channel-name*.
|
||||
| A notification is sent to the user mentioned either to his *Inbox* or through email, depending
|
||||
on his settings.
|
||||
|
||||
.. image:: media/chat_windows.png
|
||||
:align: center
|
||||
:alt: View of a couple of chat window messages for Odoo Discuss
|
||||
|
||||
.. tip::
|
||||
When a user is mentioned, the search list (list of names) suggests values first based on the
|
||||
task’s :doc:`followers <../../project/tasks/collaborate>`, and secondly on *Employees*. If the
|
||||
record being searched does not match with either a follower or employee, the scope of the search
|
||||
becomes all partners.
|
||||
|
||||
Chat status
|
||||
-----------
|
||||
|
||||
It is helpful to see what colleagues are up to and how quickly they can respond to messages by
|
||||
checking their *Status*. The status is shown on the left side of a contact’s names on Discuss’
|
||||
sidebar and on the *Messaging menu*.
|
||||
|
||||
- Green = online
|
||||
- Orange = away
|
||||
- White = offline
|
||||
- Airplane = out of the office
|
||||
|
||||
.. image:: media/status.png
|
||||
:align: center
|
||||
:height: 300
|
||||
:alt: View of the contacts’ status for Odoo Discuss
|
||||
|
||||
.. seealso::
|
||||
- :doc:`../../project/tasks/collaborate`
|
||||
- :doc:`team_communication`
|
||||
- :doc:`../advanced/email_servers`
|
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65
discuss/overview/plan_activities.rst
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|
||||
====================================
|
||||
Get Organized by Planning Activities
|
||||
====================================
|
||||
|
||||
When you plan activities you minimize the risk of uncertainties, as you provide clear directions
|
||||
for the course of your next action. In addition to that, you do not leave space for wasteful
|
||||
activities and reduce the chance of having overlapping actions between team members.
|
||||
|
||||
Where do I see my schedule activities?
|
||||
======================================
|
||||
|
||||
Access and manage your activities wherever you are in Odoo by the *Activities* menu.
|
||||
|
||||
.. image:: media/activities_menu.png
|
||||
:align: center
|
||||
:height: 300
|
||||
:alt: View of crm leads page emphasizing the activities menu for Odoo Discuss
|
||||
|
||||
Plan activities
|
||||
===============
|
||||
|
||||
Activities can be planned and managed from the :doc:`Chatter <../../project/tasks/collaborate>`
|
||||
by clicking on *Schedule activity*, or through Kanban views.
|
||||
|
||||
.. image:: media/schedule_activity.png
|
||||
:align: center
|
||||
:height: 300
|
||||
:alt: View of crm leads and the option to schedule an activity for Odoo Discuss
|
||||
|
||||
Set your activity types
|
||||
-----------------------
|
||||
|
||||
A number of activities types are available by default in Odoo (call, email, meeting, etc.). However,
|
||||
you can set new ones going to :menuselection:`Settings --> Activity types`.
|
||||
|
||||
.. image:: media/settings_activities_types.png
|
||||
:align: center
|
||||
:height: 300
|
||||
:alt: View of the settings page emphasizing the menu activity types for Odoo Discuss
|
||||
|
||||
.. tip::
|
||||
If you need to create an activity type with n available calendar available, make sure to create
|
||||
it with an *Action to Perform* set as *Meeting*.
|
||||
|
||||
Recommend next activities
|
||||
-------------------------
|
||||
|
||||
Odoo helps you to plan a flow of activities by allowing you to set *Recommended Next Activities*.
|
||||
|
||||
.. image:: media/recommended_activities.png
|
||||
:align: center
|
||||
:alt: View of an activity type form emphasizing the field recommended next activities for Odoo
|
||||
Discuss
|
||||
|
||||
Once the respective activity is completed, select *Done & Schedule Next* and next steps are
|
||||
suggested to you.
|
||||
|
||||
.. image:: media/schedule_recommended_activity.png
|
||||
:align: center
|
||||
:alt: View of an activity being schedule emphasizing the recommended activities field being
|
||||
shown for Odoo Discuss
|
||||
|
||||
.. seealso::
|
||||
- :doc:`get_started`
|
||||
- :doc:`team_communication`
|
116
discuss/overview/team_communication.rst
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|
||||
======================================
|
||||
Efficiently Communicate Using Channels
|
||||
======================================
|
||||
|
||||
You can use channels to organize discussions between individual teams, departments, projects, or any
|
||||
other group that requires regular communication. This way, you keep everyone in the loop updated
|
||||
with the latest developments.
|
||||
|
||||
Public and Private channels
|
||||
===========================
|
||||
|
||||
A *Public* channel can be seen by everyone, while a *Private* one is only visible to users invited
|
||||
to it.
|
||||
|
||||
.. image:: media/create_channel.png
|
||||
:align: center
|
||||
:height: 370
|
||||
:alt: View of discuss’s sidebar and a channel being created in Odo Discuss
|
||||
|
||||
.. tip::
|
||||
A public channel is best used when many employees need to access information (such as company
|
||||
announcements), whereas a private channel could be used whenever information should be limited
|
||||
to specific groups (such as a specific department).
|
||||
|
||||
Configuration options
|
||||
---------------------
|
||||
|
||||
You can configure a channel’s name, description, email alias, and privacy by clicking on the
|
||||
*Channel Settings* icon on the sidebar.
|
||||
|
||||
.. image:: media/channel_settings.png
|
||||
:align: center
|
||||
:alt: View of a channel’s settings form in Odoo Discuss
|
||||
|
||||
Privacy and Members
|
||||
~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
| Changing *Who can follow the group’s activities?* allows you to control which groups can have
|
||||
access to the channel. Note that allowing *Everyone* to follow a private channel lets other users
|
||||
view and join it, as they would a public one.
|
||||
| If you choose *Invited people only*, go to the *Members* tab to add your members, or, go to
|
||||
Discuss’ main page, select the channel and click on *Invite*.
|
||||
|
||||
.. image:: media/invite_channel.png
|
||||
:align: center
|
||||
:height: 380
|
||||
:alt: View of Discuss’ sidebar emphasizing the option to invite members in Odoo Discuss
|
||||
|
||||
For *Selected group of users*, the option *Auto Subscribe Groups* automatically add its members
|
||||
as followers. In other words, while *Authorized Groups* limits which users can access the channel,
|
||||
*Auto Subscribe Groups* automatically adds the user as a member as long as they are part of the
|
||||
group.
|
||||
|
||||
Use a channel as a mailing list
|
||||
-------------------------------
|
||||
|
||||
| Choosing to *Send messages by email* configures the channel to behave as a mailing list.
|
||||
| Enabling this option allows you to *Moderate this channel*, meaning that messages will need to be
|
||||
approved before being sent.
|
||||
|
||||
.. image:: media/pending_moderation.png
|
||||
:align: center
|
||||
:alt: View of a message with a pending moderation status in Odoo Discuss
|
||||
|
||||
| Under the *Moderation* tab choose as many moderators as you need, and if you would like them to
|
||||
receive an *Automatic notification*.
|
||||
| Mark *Send guidelines to new subscribers* to automatically send instructions to newcomers.
|
||||
|
||||
.. image:: media/moderation_settings.png
|
||||
:align: center
|
||||
:alt: View of a channel’s settings form emphasizing the tab moderation in Odoo Discuss
|
||||
|
||||
Moderators can: *Accept*, *Reject*, *Discard*, *Always Allow* or *Ban* messages.
|
||||
|
||||
.. image:: media/moderate_messages.png
|
||||
:align: center
|
||||
:alt: View of a message to be moderated in Odoo Discuss
|
||||
|
||||
.. note::
|
||||
Members of a mailing channel receive messages through email regardless of their
|
||||
:doc:`notification preference <get_started>`.
|
||||
|
||||
Once a channel is moderated, the menu *Ban List* allows you to add email addresses per moderated
|
||||
channel to auto-ban them from sending messages.
|
||||
|
||||
.. image:: media/ban_list.png
|
||||
:align: center
|
||||
:alt: View of a channel’s setting form emphasizing the ban Lists menu in Odoo Discuss
|
||||
|
||||
Quick search bar
|
||||
================
|
||||
|
||||
Once at least 20 channels, direct message and live chat conversations (if the module is installed
|
||||
on your database) are pinned in the sidebar, a *Quick search…* bar is displayed. It is a clever
|
||||
way to filter conversations and quickly find the one you need.
|
||||
|
||||
.. image:: media/quick_search.png
|
||||
:align: center
|
||||
:height: 430
|
||||
:alt: View of the Discuss’ sidebar emphasizing the quick search bar in Odoo Discuss
|
||||
|
||||
Finding channels
|
||||
----------------
|
||||
|
||||
| Click on *Channels* (on the sidebar), browse through the list of public channels, and join or
|
||||
leave them from a single screen.
|
||||
| Apply filters criteria and save it for later use. The search function accepts wildcards by using
|
||||
the underscore character *(_)* to represent a single character.
|
||||
|
||||
.. image:: media/filter.png
|
||||
:align: center
|
||||
:alt: View of a channel being searched through filters in Odoo Discuss
|
||||
|
||||
.. seealso::
|
||||
- :doc:`get_started`
|
||||
- :doc:`plan_activities`
|
@ -1,55 +0,0 @@
|
||||
====================================
|
||||
Get organized by planning activities
|
||||
====================================
|
||||
|
||||
Planning activities is the perfect way to keep on track with your work.
|
||||
Get reminded of what needs to be done and schedule the next activities
|
||||
to undertake.
|
||||
|
||||
Your activities are available wherever you are in Odoo. It is easy to
|
||||
manage your priorities.
|
||||
|
||||
.. image:: media/plan_activities01.png
|
||||
:align: center
|
||||
|
||||
Activities can be planned and managed from the chatters or in the kanban
|
||||
views. Here is an example for opportunities :
|
||||
|
||||
.. image:: media/plan_activities02.png
|
||||
:align: center
|
||||
|
||||
Set your activity types
|
||||
=======================
|
||||
|
||||
A number of generic activities types are available by default in Odoo
|
||||
(e.g. call, email, meeting, etc.). If you would like to set new ones, go
|
||||
to :menuselection:`Settings --> General settings --> Activity types`.
|
||||
|
||||
Schedule meetings
|
||||
=================
|
||||
|
||||
Activities are planned for specific days. If you need to set hours, go
|
||||
with the *Meeting* activity type. When scheduling one, the calendar
|
||||
will simply open to let you select a time slot.
|
||||
|
||||
.. tip::
|
||||
If you need to use other activity types with a calendar
|
||||
planning, make sure their *Category* is set as *Meeting*.
|
||||
|
||||
Schedule a chain of activities to follow
|
||||
========================================
|
||||
|
||||
Odoo helps you easily plan your usual flow of activities. Go to
|
||||
:menuselection:`Configuration --> Activity Types` and set the common
|
||||
following steps as *Recommended next activities*.
|
||||
|
||||
.. image:: media/plan_activities03.png
|
||||
:align: center
|
||||
|
||||
Now, when an activity is completed, you can select *Done & schedule
|
||||
next*. The next steps will automatically be suggested to you.
|
||||
|
||||
.. image:: media/plan_activities04.png
|
||||
:align: center
|
||||
|
||||
Have fun getting better organized by planning activities !
|
@ -1,82 +0,0 @@
|
||||
=====================================================
|
||||
How to efficiently communicate in team using channels
|
||||
=====================================================
|
||||
|
||||
You can use **channels** to organize discussions between individual
|
||||
teams, departments, projects, or any other group that requires regular
|
||||
communication. By having conversations that everyone in the channel can
|
||||
see, it's easy to keep the whole team in the loop with the latest
|
||||
developments.
|
||||
|
||||
Creating a channel
|
||||
==================
|
||||
|
||||
In Discuss there are two types of channels - **public** and
|
||||
**private**.
|
||||
|
||||
A **public channel** can only be created by an administrator with
|
||||
write privileges and can be seen by everyone in the organization. By
|
||||
contrast, a **private channel** can be created by any user and by
|
||||
default is only visible to users who have been invited to this
|
||||
channel.
|
||||
|
||||
.. note::
|
||||
A public channel is best used when many employees need to
|
||||
access information (such as interdepartmental communication or
|
||||
company announcements), whereas a private channel should be used
|
||||
whenever information should be limited to specific users/employees
|
||||
(such as department specific or sensitive information).
|
||||
|
||||
Configuring a channel
|
||||
=====================
|
||||
|
||||
You can configure a channel's name, description, access rights,
|
||||
automatic subscription, and emailing from
|
||||
:menuselection:`#channel-name --> Settings`.
|
||||
Changing channel access rights allows
|
||||
you to control which groups can view each channel. You can make a
|
||||
channel visible by all users, invited users, or users within a
|
||||
selected user group. Note that allowing "Everyone" to follow a
|
||||
private channel will let other users view and join it as they would
|
||||
a public channel.
|
||||
|
||||
.. image:: media/discuss02.png
|
||||
:align: center
|
||||
|
||||
How to set up a mailing list
|
||||
============================
|
||||
|
||||
A channel can be configured to behave as a mailing list. From within
|
||||
:menuselection:`#channel-name --> Settings`, define the email you would like to use.
|
||||
Users can then post to the channel and choose to receive
|
||||
notifications using the defined email address. An envelope icon will
|
||||
appear next to the channel name in the list to indicate that a
|
||||
channel will send messages by email.
|
||||
|
||||
Locating a channel
|
||||
==================
|
||||
|
||||
If you do not see a channel on your dashboard, you can search the
|
||||
list of **public channels** to locate the correct channel or create
|
||||
a new channel by clicking the plus icon.
|
||||
|
||||
.. image:: media/discuss03.png
|
||||
:align: center
|
||||
|
||||
You can also click the **CHANNELS** heading to browse a list of all
|
||||
public channels. This allows the user to manually **join** and
|
||||
**leave** public channels from a single screen.
|
||||
|
||||
.. note::
|
||||
It is always wise to search for a channel before creating a new
|
||||
one to ensure that duplicate entries are not created for the same topic.
|
||||
|
||||
|
||||
Using filters to navigate within Discuss
|
||||
========================================
|
||||
|
||||
The topbar search provides access to the same comprehensive search
|
||||
function present in the rest of Odoo. You can apply multiple **filter
|
||||
criteria** and **save filters** for later use. The search function
|
||||
accepts wildcards by using the underscore character "\ **\_**\ " to
|
||||
represent a **single character wildcard.**
|
@ -1,45 +0,0 @@
|
||||
======================================================================
|
||||
How to follow a discussion thread and define what I want to hear about
|
||||
======================================================================
|
||||
|
||||
How to follow a discussion thread
|
||||
=================================
|
||||
You can keep track of virtually any business object in Odoo
|
||||
(an opportunity, a quotation, a task, etc.), by **following** it.
|
||||
|
||||
.. image:: media/discuss07.png
|
||||
:align: center
|
||||
|
||||
How to choose the events to follow
|
||||
==================================
|
||||
You can choose which types of events you want to be notified about.
|
||||
The example below shows the options available when
|
||||
following a **task** in the **Project** app.
|
||||
|
||||
.. image:: media/discuss08.png
|
||||
:align: center
|
||||
|
||||
How to add other followers
|
||||
==========================
|
||||
You can invite other users and add channels as followers. Adding a
|
||||
channel as a follower will send messages posted in the chatter to the
|
||||
channel with a link back to the original document.
|
||||
|
||||
.. image:: media/discuss09.png
|
||||
:align: center
|
||||
.. image:: media/discuss10.png
|
||||
:align: center
|
||||
|
||||
How to be a default follower
|
||||
============================
|
||||
You are automatically set as a default follower of any item
|
||||
you create. In some applications like CRM and Project, you can
|
||||
be a default follower of any new record created to get notified
|
||||
of specific events (e.g. a new task created, an opportunity won).
|
||||
|
||||
To do so, start following the parent business object
|
||||
(e.g. the sales channel in CRM, the project in Project).
|
||||
Then, choose the events you want to hear about.
|
||||
|
||||
.. image:: media/sales_channel_follow.png
|
||||
:align: center
|
@ -82,6 +82,6 @@ Manage campaigns
|
||||
menu within those applications. All of this is possible because the applications work integrated.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`../../discuss/email_servers`
|
||||
- :doc:`../../discuss/advanced/email_servers`
|
||||
- :doc:`../../social_marketing/overview/campaigns`
|
||||
|
||||
|
@ -84,7 +84,6 @@ the Kanban view.
|
||||
:alt: View of a team’s kanban view and the prioritized tasks in Odoo Helpdesk
|
||||
|
||||
.. seealso::
|
||||
- :doc:`../../discuss/email_servers`
|
||||
- :doc:`sla`
|
||||
- :doc:`../advanced/close_tickets`
|
||||
|
||||
- :doc:`../../discuss/advanced/email_servers`
|
||||
|
@ -12,7 +12,7 @@ Set up an incoming email server
|
||||
|
||||
| On the *Settings* application, enable *External Email Servers* and define the incoming email
|
||||
alias you would like to use.
|
||||
| **For more information**: :doc:`../../discuss/email_servers`
|
||||
| **For more information**: :doc:`../../discuss/advanced/email_servers`
|
||||
|
||||
Configure the email alias in your project
|
||||
-----------------------------------------
|
||||
|
@ -152,4 +152,13 @@ planning/send_planned_shifts.rst planning/overview/send_planned_shifts.rst
|
||||
ecommerce/shopper_experience/payment.rst general/payment_acquirers/payment_acquirers.rst # ecommerce/shopper_experience/payment --> general/payment_acquirers/payment_acquirers
|
||||
ecommerce/shopper_experience/authorize.rst general/payment_acquirers/authorize.rst # ecommerce/shopper_experience/* --> general/payment_acquirers/*
|
||||
ecommerce/shopper_experience/paypal.rst general/payment_acquirers/paypal.rst # ecommerce/shopper_experience/* --> general/payment_acquirers/*
|
||||
ecommerce/shopper_experience/wire_transfer.rst general/payment_acquirers/wire_transfer.rst # ecommerce/shopper_experience/* --> general/payment_acquirers/*
|
||||
ecommerce/shopper_experience/wire_transfer.rst general/payment_acquirers/wire_transfer.rst # ecommerce/shopper_experience/* --> general/payment_acquirers/*
|
||||
|
||||
discuss/monitoring.rst discuss/overview/get_started.rst # (#655)
|
||||
discuss/mentions.rst discuss/overview/get_started.rst # (#655)
|
||||
discuss/mail_twitter.rst discuss/overview/get_started.rst # (#655)
|
||||
discuss/tracking.rst project/tasks/collaborate.rst # (#655)
|
||||
discuss/email_servers.rst discuss/advanced/email_servers.rst # (#655)
|
||||
discuss/plan_activities.rst discuss/overview/plan_activities.rst # (#655)
|
||||
discuss/team_communication.rst discuss/overview/team_communication.rst # (#655)
|
||||
discuss/overview.rst discuss/overview/get_started.rst # (#655)
|
||||
|
@ -77,4 +77,4 @@ then go to :menuselection:`Technical --> SMS Templates`.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`../../social_marketing/overview/campaigns`
|
||||
- :doc:`../../discuss/advanced/emailtemplate`
|
||||
- :doc:`../../discuss/advanced/email_template`
|
@ -117,7 +117,7 @@ Google indexes your website under both names. This is a limitation of the Odoo c
|
||||
|
||||
.. seealso::
|
||||
|
||||
* :doc:`../../discuss/email_servers`
|
||||
* :doc:`../../discuss/advanced/email_servers`
|
||||
|
||||
|
||||
|
||||
|