diff --git a/content/applications/general/calendars/outlook/outlook_calendar.rst b/content/applications/general/calendars/outlook/outlook_calendar.rst index 19948f1fb..7d4c44877 100644 --- a/content/applications/general/calendars/outlook/outlook_calendar.rst +++ b/content/applications/general/calendars/outlook/outlook_calendar.rst @@ -100,5 +100,5 @@ The synchronization is a two-way process, meaning that events are reconciled in to manage a specific instance of Microsoft cloud services for your internal and external users. .. seealso:: - - :doc:`../../../sales/crm/optimize/outlook_extension` + - :doc:`../../../productivity/mail_plugins/outlook` - :doc:`../google/google_calendar_credentials` \ No newline at end of file diff --git a/content/applications/productivity.rst b/content/applications/productivity.rst index 194651478..1b54d9910 100644 --- a/content/applications/productivity.rst +++ b/content/applications/productivity.rst @@ -9,4 +9,5 @@ Productivity productivity/discuss productivity/iot + productivity/mail_plugins productivity/studio diff --git a/content/applications/productivity/mail_plugins.rst b/content/applications/productivity/mail_plugins.rst new file mode 100644 index 000000000..6220c113e --- /dev/null +++ b/content/applications/productivity/mail_plugins.rst @@ -0,0 +1,54 @@ +:show-content: + +============ +Mail Plugins +============ + +.. toctree:: + :titlesonly: + + mail_plugins/outlook + mail_plugins/gmail + +Mail Plugins are connectors that bridge your mailbox with your Odoo database. With them, you can +interact with your Odoo database directly from your mailbox by: + +- Creating leads and centralizing prospects' emails into the CRM app. +- Generating tasks in any Odoo project. +- Creating tickets in the Helpdesk app. +- Searching and storing insights on your contacts. + +.. _mail_plugins/pricing: + +Pricing +======= + +Mail Plugins are **free** to install and use. + +However, they can provide **Lead Enrichment**, which is part of a paid service known as **Lead +Generation**. + +Mail plugins allow you to test Lead Enrichment for free, whether you connect the plugins to a +database or not. After a while, the plugins ask you to buy :doc:`../general/in_app_purchase` +credits if you would like to keep using this service. + +.. _mail_plugins/lead-generation: + +Lead Generation IAP service +--------------------------- + +Lead Enrichment uses the *Lead Generation IAP service*. Each request consumes one *Lead Generation +credit*. + +To buy credits, go to :menuselection:`Settings --> CRM --> Lead Enrichment --> Buy credits` and +select a package. + +.. note:: + - If you are out of credits, the only information populated when clicking on the suggested + company is its website link and logo. + - Check out the `Lead Generation IAP service Privacy Policy + `_. + +.. seealso:: + - :doc:`../general/in_app_purchase` + - `Odoo Tutorials: Lead Enrichment `_ \ No newline at end of file diff --git a/content/applications/productivity/mail_plugins/gmail.rst b/content/applications/productivity/mail_plugins/gmail.rst new file mode 100644 index 000000000..372aabfdb --- /dev/null +++ b/content/applications/productivity/mail_plugins/gmail.rst @@ -0,0 +1,95 @@ +============ +Gmail Plugin +============ + +Configuration +============= + +The Odoo-Gmail :doc:`Mail Plugin <../mail_plugins>` needs to be configured both on Odoo and Gmail. + +.. _mail-plugin/gmail/enable-mail-plugin: + +Enable Mail Plugin +------------------ + +First, you need to enable the *Mail Plugin* feature in your database. Go to :menuselection:`Settings +--> General Settings --> Integrations`, enable *Mail Plugin*, and *Save* the configuration. + +.. _mail-plugin/gmail/install-plugin: + +Install the Odoo-Gmail Plugin +----------------------------- + +#. Open the `Gmail Plugin Apps Script project + `_. + +#. Verify you are logged in using the Google account you want to install the plugin on. + +#. Click on *Publish* then *Deploy from manifest...* + + .. image:: gmail/deploy-from-manifest.png + :align: center + :alt: Deploying from manifest the Gmail Plugin from the Apps Script project + + .. important:: + Make sure you are using the legacy editor, otherwise the *Deploy from manifest* functionality + may not be available. + + .. image:: gmail/legacy-editor.png + :align: center + :alt: Using the legacy editor in the Gmail Plugin Apps Script project + +#. Click on *Install add-on*. A "Deployment installed" notification should appear. You can then + click on *Close*. + + .. image:: gmail/install-add-on.png + :align: center + :alt: Installing the Gmail Plugin from the Apps Script project + +.. _mail-plugin/gmail/configure-mailbox: + +Configure your Gmail mailbox +---------------------------- + +#. Open any email in your Gmail mailbox. On the right-side panel, click on the Odoo icon and then + *Authorize Access*. + + .. image:: gmail/authorize-access.png + :align: center + :alt: Authorizing access to the Gmail Plugin + +#. Choose the right Google account. + + .. image:: gmail/choose-account.png + :align: center + :alt: Choosing your Google account + +#. Allow the Gmail Plugin to access some of your data. + + .. image:: gmail/allow-permissions.png + :align: center + :alt: Allowing the Gmail Plugin to access Google data + +#. The right-side panel can now display **Company Insights**. At the bottom, click on *Login*. + + .. image:: gmail/panel-login.png + :align: center + :alt: Logging in your Odoo database + + .. note:: + Only a limited amount of *Company Insights* (*Lead Enrichment*) requests are available as a + trial. This feature requires :ref:`prepaid credits `. + +#. Enter your Odoo database URL and click on *Login*. + + .. image:: gmail/database-url.png + :align: center + :alt: Entering your Odoo database URL + +#. If you aren't logged into your database, enter your credentials. + +#. 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Go to :menuselection:`Settings +--> General Settings --> Integrations`, enable *Mail Plugin*, and *Save* the configuration. + +.. _mail-plugin/outlook/install-plugin: + +Install the Outlook Plugin +-------------------------- + +#. Open your Outlook mailbox and select any email. + +#. Click on the *More actions* button and select *Get Add-ins*. + + .. image:: outlook/more-actions.png + :align: center + :alt: More actions button in Outlook + +#. Select the *My add-ins* tab. + + .. image:: outlook/my-add-ins.png + :align: center + :alt: My add-ins in Outlook + +#. Under *Custom add-ins*, click on *+ Add a custom add-in*, and then on *Add from URL...* + + .. image:: outlook/custom-add-ins.png + :align: center + :alt: Custom add-ins in Outlook + +#. Enter the following URL `https://download.odoo.com/plugins/outlook/manifest.xml` and press + *OK*. + + .. image:: outlook/enter-add-in-url.png + :align: center + :alt: Entering the add-in URL in Outlook + +#. Read the warning and click on *Install*. + + .. image:: outlook/add-in-warning.png + :align: center + :alt: Custom add-in installation warning in Outlook + +.. _mail-plugin/outlook/connect-database: + +Connect your database +--------------------- + +#. Open any email in your Outlook mailbox, click on the *More actions* button, and select *Odoo for + Outlook*. + + .. image:: outlook/odoo-for-outlook.png + :align: center + :alt: Odoo for Outlook add-in button + +#. The right-side panel can now display **Company Insights**. At the bottom, click on *Login*. + + .. image:: outlook/panel-login.png + :align: center + :alt: Logging in your Odoo database + + .. note:: + Only a limited amount of *Company Insights* (*Lead Enrichment*) requests are available as a + trial. This feature requires :ref:`prepaid credits `. + +#. Enter your Odoo database URL and click on *Login*. + + .. image:: outlook/enter-database-url.png + :align: center + :alt: Entering your Odoo database URL + +#. Click on *Allow* to open the pop-up window. + + .. image:: outlook/new-window-warning.png + :align: center + :alt: New window pop-up warning + +#. If you aren't logged into your database, enter your credentials. + +#. Click on *Allow* to let the Outlook Plugin connect to your database. + + .. image:: outlook/odoo-permission.png + :align: center + :alt: Allowing the Outlook Plugin to connect to a database + +.. _mail-plugin/outlook/add-shortcut: + +Add a shortcut to the plugin +---------------------------- + +By default, the Outlook Plugin can be opened from the *More actions* menu. However, to save +time, it's possible to add it next to the other default actions. + +#. In your Outlook mailbox, click on *Settings*, then on *View all Outlook settings*. + + .. image:: outlook/all-outlook-settings.png + :align: center + :alt: Viewing all Outlook settings + +#. Select *Customize actions* under *Mail*, click on *Odoo for Outlook*, and then *Save*. + + .. image:: outlook/customize-actions.png + :align: center + :alt: Odoo for Outlook customized action + +#. 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-The **Odoo CRM 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. -- Centralize Prospects' emails into a CRM. -- Search and store insights on your contacts. - -.. image:: media/outlook-extension-overview.png - :align: center - :alt: Overview of the Outlook Extension in Outlook - -.. note:: - This extension is compatible with the Web version of Outlook as well as the desktop apps. - -.. 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. - -.. _outlook_extension/configuration: - -Configuration -============= - -The Outlook Extension requires to be configured both in Odoo and in Outlook. - -.. _outlook_extension/enable-feature: - -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*. - -.. _outlook_extension/add-in-installation: - -Install the add-in on Outlook ------------------------------ - -You can install the Outlook Extension as a **Custom Add-in**. To do so, follow these steps: - -.. important:: - | URL of the **Odoo for Outlook** add-in's manifest file: - | ``https://download.odoo.com/plugins/outlook/manifest.xml`` - - .. todo:: add copy button when the feature is added to the doc - -#. Connect to your Outlook mailbox, open any email, and click on the *More actions* button, - displayed as three little dots. - - .. image:: media/outlook-extension-more-actions.png - :align: center - :alt: The button "More actions" in Outlook - -#. Click on *Get add-ins*. - - .. image:: media/outlook-extension-get-add-ins.png - :align: center - :alt: List of actions in Outlook, including the installation of new add-ins - -#. In the new window, select the tab named *My add-ins*, click on *+ Add a custom add-in*, and then - on *Add from URL...* - - .. image:: media/outlook-extension-custom-add-ins.png - :align: center - :alt: Installation of a custom add-in in Outlook - -#. | Outlook prompts you to **enter the URL of the add-in's manifest file**. To do so, copy the - following URL, paste it in the box, and click on *OK*. - | ``https://download.odoo.com/plugins/outlook/manifest.xml`` - - .. image:: media/outlook-extension-add-in-url.png - :align: center - :alt: Getting a custom add-in in Outlook by providing the manifest file's URL - -#. Outlook warns you that Microsoft hasn’t verified the add-in. Click on *Install* to complete the - installation. - -.. note:: - The *Odoo for Outlook* add-in is not listed yet on Outlook's add-ins list. This is why it is - currently necessary to install it as a *custom add-in*. - -.. _outlook_extension/connection: - -Add a shortcut to open the extension ------------------------------------- - -By default, you can open the **Odoo for Outlook** extension from the *More actions* menu. This -section explains how to move the launcher next to the other default actions. - -.. image:: media/outlook-extension-default-actions.png - :align: center - :alt: Odoo for Outlook extension as a default action in the mailbox - -#. In your Outlook mailbox, click on *Settings*, then on *View all Outlook settings*. -#. Go to :menuselection:`Settings --> Mail --> Customize actions --> Message surface`, select - *Odoo for Outlook*, and click on *Save*. - - .. image:: media/outlook-extension-customize-actions.png - :align: center - :alt: add Odoo for Outlook extension as a default action in the message surface - - -Connect to your database ------------------------- - -#. Open **Odoo for Outlook** from any email. This opens the extension as a panel on the right side of - your screen. -#. Click on *login* at the bottom of the extension. -#. Insert your database's URL then click on *Login*. - - .. image:: media/outlook-extension-database-url.png - :align: center - :alt: Connection to an Odoo database from the Outlook extension - -#. 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 Outlook access your Odoo database. Click on *Allow* to - complete the connection. - - .. important:: - Make sure first to :ref:`enable the feature on your database - `. Failing to do so would result in an *error 404 message*. - -.. 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` - - `Odoo Tutorials: Lead Enrichment `_ \ No newline at end of file diff --git a/redirects.txt b/redirects.txt index 9df48fe48..7d7a84241 100644 --- a/redirects.txt +++ b/redirects.txt @@ -280,3 +280,5 @@ purchase/replenishment/flows/setup_stock_rule.rst applications/inventory_and_mrp purchase/replenishment/multicompany/setup.rst applications/general/multi_companies/manage_multi_companies.rst # (#814) # Redirections introduced in 15.0 : + +sales/crm/optimize/outlook_extension.rst productivity/mail_plugins/outlook.rst \ No newline at end of file