diff --git a/content/applications/productivity.rst b/content/applications/productivity.rst index 1790d896e..b9c2deef0 100644 --- a/content/applications/productivity.rst +++ b/content/applications/productivity.rst @@ -8,3 +8,4 @@ Productivity productivity/discuss productivity/iot productivity/studio + productivity/mail_client_extension diff --git a/content/applications/productivity/mail_client_extension.rst b/content/applications/productivity/mail_client_extension.rst new file mode 100644 index 000000000..fd471704c --- /dev/null +++ b/content/applications/productivity/mail_client_extension.rst @@ -0,0 +1,11 @@ +====================== +Mail Client Extensions +====================== + +.. toctree:: + :titlesonly: + + mail_client_extension/gmail_extension + mail_client_extension/outlook_extension + mail_client_extension/pricing + diff --git a/content/applications/productivity/mail_client_extension/gmail_extension.rst b/content/applications/productivity/mail_client_extension/gmail_extension.rst new file mode 100644 index 000000000..ee7278197 --- /dev/null +++ b/content/applications/productivity/mail_client_extension/gmail_extension.rst @@ -0,0 +1,96 @@ +=============== +Gmail Extension +=============== + +The **Odoo Gmail Extension** is a connector that bridges your Gmail mailbox with your Odoo database. + +This extension allows you to: + +- Create leads from emails sent to your mailbox. +- Create tickets from emails sent to your email address. +- Centralize Prospects' emails into a CRM. +- Generate Tasks from emails sent to your email address in any Odoo project. +- Search and store insights on your contacts. + +.. image:: media/gmail-extension-overview.png + :align: center + :alt: Overview of the Gmail Extension in Gmail + +.. important:: + The Gmail Extension uses *Partner Autocomplete IAP credits* to search and store insights on + your contacts. See the :doc:`Pricing section <./pricing>` for more information. + +.. _gmail_extension/configuration: + +Configuration +============= + +The Gmail Extension requires to be configured both in Odoo and in Gmail. + +.. _gmail_extension/enable-feature: + +Enable the feature on your database +----------------------------------- + +To enable this feature on your Odoo database, go to :menuselection:`Settings --> General Settings --> +Integrations`, enable **Mail Plugin**, and click on *Save*. + +.. _gmail_extension/add-in-installation: + +Install the add-in on Gmail +--------------------------- + +To install the add-in, + +.. |gmail-addin-project-url| raw:: html + + Gmail Add-In Project + +#. Go on the following URL: |gmail-addin-project-url|. + +#. If you are logged with many Google account at the same time, check that you are using the one on which you want to install the add-in + + .. image:: media/gmail-extension-check-login.png + :align: center + :alt: Check your login + +#. Click on **Publish** then **Deploy from manifest...** + + .. image:: media/gmail-extension-deploy-from-manifest.png + :align: center + :alt: Deploy from manifest + +#. Click on **Install add-on** and the Odoo plugin will be available on Gmail + + .. image:: media/gmail-extension-install-addon.png + :align: center + :alt: Install the addon + +Connect to your database +------------------------ + +#. Open any email in your Gmail inbox and click on the Odoo icon. + This opens the extension as a panel on the right side of your screen. + + .. image:: media/gmail-extension-open-addon.png + :align: center + :alt: Open the Gmail add-in + +#. Click on *login* at the bottom of the extension. + +#. Insert your database's URL then click on *Login*. + +#. Log into your database by entering your credentials. Skip this step if you are already logged in + with this browser. + +#. A message asks you if you want to let Gmail access your Odoo database. Click on *Allow* to + complete the connection. + + .. important:: + Make sure first to :ref:`enable the feature on your database + `. + +.. note:: + The extension displays some information, even if you do not connect it to any Odoo database. + Note that only a limited amount of contact enrichment requests are available as a trial, as this + feature requires prepaid credits. 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b/content/applications/productivity/mail_client_extension/media/outlook-extension-credits-message.png similarity index 100% rename from content/applications/sales/crm/optimize/media/outlook-extension-credits-message.png rename to content/applications/productivity/mail_client_extension/media/outlook-extension-credits-message.png diff --git a/content/applications/sales/crm/optimize/media/outlook-extension-custom-add-ins.png b/content/applications/productivity/mail_client_extension/media/outlook-extension-custom-add-ins.png similarity index 100% rename from content/applications/sales/crm/optimize/media/outlook-extension-custom-add-ins.png rename to content/applications/productivity/mail_client_extension/media/outlook-extension-custom-add-ins.png diff --git a/content/applications/sales/crm/optimize/media/outlook-extension-customize-actions.png b/content/applications/productivity/mail_client_extension/media/outlook-extension-customize-actions.png similarity index 100% rename from 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a/content/applications/sales/crm/optimize/media/outlook-extension-overview.png b/content/applications/productivity/mail_client_extension/media/outlook-extension-overview.png similarity index 100% rename from content/applications/sales/crm/optimize/media/outlook-extension-overview.png rename to content/applications/productivity/mail_client_extension/media/outlook-extension-overview.png diff --git a/content/applications/sales/crm/optimize/outlook_extension.rst b/content/applications/productivity/mail_client_extension/outlook_extension.rst similarity index 67% rename from content/applications/sales/crm/optimize/outlook_extension.rst rename to content/applications/productivity/mail_client_extension/outlook_extension.rst index e6b0f0b2a..03bbf54ff 100644 --- a/content/applications/sales/crm/optimize/outlook_extension.rst +++ b/content/applications/productivity/mail_client_extension/outlook_extension.rst @@ -2,11 +2,14 @@ Outlook Extension ================= -The **Odoo CRM Extension** is a connector that bridges your Outlook mailbox with your Odoo database. +The **Odoo Outlook Extension** is a connector that bridges your Outlook mailbox with your Odoo database. + This extension allows you to: - Create leads from emails sent to your mailbox. +- Create tickets from emails sent to your email address. - Centralize Prospects' emails into a CRM. +- Generate Tasks from emails sent to your email address in any Odoo project. - Search and store insights on your contacts. .. image:: media/outlook-extension-overview.png @@ -18,8 +21,7 @@ This extension allows you to: .. important:: The Outlook Extension uses *Partner Autocomplete IAP credits* to search and store insights on - your contacts. See the :ref:`Pricing section ` below for more - information. + your contacts. See the :doc:`Pricing section <./pricing>` for more information. .. _outlook_extension/configuration: @@ -33,8 +35,8 @@ The Outlook Extension requires to be configured both in Odoo and in Outlook. Enable the feature on your database ----------------------------------- -To enable this feature on your Odoo database, go to :menuselection:`CRM --> Configuration --> Lead -Generation`, enable **Outlook CRM Extension**, and click on *Save*. +To enable this feature on your Odoo database, go to :menuselection:`Settings --> General Settings --> +Integrations`, enable **Mail Plugin**, and click on *Save*. .. _outlook_extension/add-in-installation: @@ -129,47 +131,4 @@ Connect to your database .. note:: The extension displays some information, even if you do not connect it to any Odoo database. Note that only a limited amount of contact enrichment requests are available as a trial, as this - feature requires prepaid credits. See the :ref:`Pricing section ` - below for more information. - -.. _outlook_extension/pricing: - -Pricing -======= - -The extension is **free** and doesn't require any purchase to be installed and used. - -However, this extension provides you with *Lead Enrichment* in the **Company Insights** section. -This service is part of a paid service known as **Lead Generation**. - -The extension allows you to test this service for free, whether you connect the extension to a -database or not. After a while, the extension asks you to buy credits to keep using this additional -service. - -.. image:: media/outlook-extension-credits-message.png - :align: center - :alt: "Could not auto-complete the company: not enough credits!" warning message in the Outlook - extension - -.. tip:: - You can buy more *Lead Generation* credits to keep using this service or disregard this message - and keep using the extension for free without *Lead Enrichment*. - -In-App Purchase ---------------- - -| *Lead Generation* is an *In-App Purchase (IAP)* service, which requires prepaid credits to be - used. Each request consumes one credit. -| To buy credits, go to :menuselection:`Settings --> Contacts --> Partner Autocomplete or Odoo IAP --> - View My Services` and select a package. - -.. note:: - - If you run out of credits, the only information populated when clicking on the suggested - company is the website link and logo. - - If you are on Odoo Online (SAAS) and have the Enterprise version, you benefit from free - trial credits to test the feature. - - Learn about our *Privacy Policy* `here `_. - -.. seealso:: - - :doc:`../../../general/in_app_purchase/in_app_purchase` - - `Odoo Tutorials: Lead Enrichment `_ \ No newline at end of file + feature requires prepaid credits. See the :doc:`Pricing section <./pricing>` for more information. diff --git a/content/applications/productivity/mail_client_extension/pricing.rst b/content/applications/productivity/mail_client_extension/pricing.rst new file mode 100644 index 000000000..45f7f4306 --- /dev/null +++ b/content/applications/productivity/mail_client_extension/pricing.rst @@ -0,0 +1,48 @@ +======= +Pricing +======= + +The extension is **free** and doesn't require any purchase to be installed and used. + +However, this extension provides you with *Lead Enrichment* in the **Company Insights** section. +This service is part of a paid service known as **Lead Generation**. + +The extension allows you to test this service for free, whether you connect the extension to a +database or not. After a while, the extension asks you to buy credits to keep using this additional +service. + +|outlook-extension-credits-message| |gmail-extension-credits-message| + +.. |outlook-extension-credits-message| image:: media/outlook-extension-credits-message.png + :width: 35% + :alt: "Could not auto-complete the company: not enough credits!" warning message in the Outlook + extension + +.. |gmail-extension-credits-message| image:: media/gmail-extension-credits-message.png + :width: 35% + :alt: "Could not auto-complete the company: not enough credits!" warning message in the Gmail + extension + + +.. tip:: + You can buy more *Lead Generation* credits to keep using this service or disregard this message + and keep using the extension for free without *Lead Enrichment*. + +In-App Purchase +=============== + +| *Lead Generation* is an *In-App Purchase (IAP)* service, which requires prepaid credits to be + used. Each request consumes one credit. +| To buy credits, go to :menuselection:`Settings --> Contacts --> Partner Autocomplete or Odoo IAP --> + View My Services` and select a package. + +.. note:: + - If you run out of credits, the only information populated when clicking on the suggested + company is the website link and logo. + - If you are on Odoo Online (SAAS) and have the Enterprise version, you benefit from free + trial credits to test the feature. + - Learn about our *Privacy Policy* `here `_. + +.. seealso:: + - :doc:`../../general/in_app_purchase/in_app_purchase` + - `Odoo Tutorials: Lead Enrichment `_ diff --git a/content/applications/sales/crm/optimize.rst b/content/applications/sales/crm/optimize.rst index 70e81d8b5..c62bb5921 100644 --- a/content/applications/sales/crm/optimize.rst +++ b/content/applications/sales/crm/optimize.rst @@ -6,5 +6,4 @@ Optimize your Day-to-Day work :titlesonly: optimize/partner_autocomplete - optimize/outlook_extension optimize/gamification diff --git a/redirects.txt b/redirects.txt index ec6a66fb9..adc9d659b 100644 --- a/redirects.txt +++ b/redirects.txt @@ -190,7 +190,7 @@ general/odoo_basics/add_user.rst applications/general/odoo_basics/users.rst # Redirections introduced in 14.0 : -crm/optimize/mail_client_extension.rst applications/sales/crm/optimize/outlook_extension.rst # mail_client_extension -> outlook_extension | mail_client_extension is the first link provided as a tip in Odoo 14 but should be updated and point directly to outlook_extension +crm/optimize/mail_client_extension.rst applications/productivity/mail_client_extension/outlook_extension.rst # mail_client_extension -> outlook_extension | mail_client_extension is the first link provided as a tip in Odoo 14 but should be updated and point directly to outlook_extension crm/optimize/google_calendar_credentials.rst applications/general/calendars/google/google_calendar_credentials.rst # (#765) purchase/purchases/tender/blanket_orders.rst applications/inventory_and_mrp/purchase/manage_deals/agreements.rst # (#823)