diff --git a/content/applications/productivity/mail_plugins/outlook.rst b/content/applications/productivity/mail_plugins/outlook.rst index de7d78115..d330bbcd3 100644 --- a/content/applications/productivity/mail_plugins/outlook.rst +++ b/content/applications/productivity/mail_plugins/outlook.rst @@ -2,6 +2,10 @@ Outlook Plugin ============== +Outlook allows for third-party applications to connect in order to execute database actions from +emails. Odoo has a plugin for Outlook that allows for the creation of an opportunity from the email +panel. + Configuration ============= @@ -12,126 +16,135 @@ The Outlook :doc:`Mail Plugin <../mail_plugins>` needs to be configured both on 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. +First, enable the *Mail Plugin* feature in the database. Go to :menuselection:`Settings --> General +Settings --> Integrations`, enable :guilabel:`Mail Plugin`, and :guilabel:`Save` the configuration. .. _mail-plugin/outlook/install-plugin: Install the Outlook Plugin -------------------------- -#. Open your Outlook mailbox and select any email. +Download (:menuselection:`Save Page As --> Web Page XML only`) the following XML file to upload +later: `https://download.odoocdn.com/plugins/outlook/manifest.xml +`_. -#. Click on the *More actions* button and select *Get Add-ins*. +Next, open the Outlook mailbox, and select any email. After completing this, click on the +:guilabel:`More actions` button in the upper right-side and select :guilabel:`Get Add-ins`. - .. image:: outlook/more-actions.png - :align: center - :alt: More actions button in Outlook +.. image:: outlook/more-actions.png + :align: center + :alt: More actions button in Outlook -#. Select the *My add-ins* tab. +Following this step, select the :guilabel:`My add-ins` tab on the left-side. - .. image:: outlook/my-add-ins.png - :align: center - :alt: My add-ins in Outlook +.. 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...* +Under :guilabel:`Custom add-ins` towards the bottom, click on :guilabel:`+ Add a custom add-in`, and +then on :guilabel:`Add from file...` - .. image:: outlook/custom-add-ins.png - :align: center - :alt: Custom add-ins in Outlook +.. image:: outlook/custom-add-ins.png + :align: center + :alt: Custom add-ins in Outlook -#. Enter the following URL `https://download.odoocdn.com/plugins/v15/outlook/manifest.xml` and press - *OK*. +For the next step, attach the `manifest.xml` file downloaded above, and press :guilabel:`OK`. Next, +read the warning and click on :guilabel:`Install`. - .. 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 +.. image:: outlook/add-in-warning.png + :align: center + :alt: Custom add-in installation warning in Outlook .. _mail-plugin/outlook/connect-database: -Connect your database ---------------------- +Connect the database +-------------------- -#. Open any email in your Outlook mailbox, click on the *More actions* button, and select *Odoo for - Outlook*. +Now, Outlook will be connected to the Odoo database. First, open any email in the Outlook mailbox, +click on the :guilabel:`More actions` button in the upper right-side, and select :guilabel:`Odoo for +Outlook`. - .. image:: outlook/odoo-for-outlook.png - :align: center - :alt: Odoo for Outlook add-in button +.. 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*. +The right-side panel can now display **Company Insights**. At the bottom, click on +:guilabel:`Login`. - .. image:: outlook/panel-login.png - :align: center - :alt: Logging in your Odoo database +.. image:: outlook/panel-login.png + :align: center + :alt: Logging in the Odoo database - .. note:: - Only a limited amount of *Company Insights* (*Lead Enrichment*) requests are available as a - trial. This feature requires :ref:`prepaid credits `. +.. note:: + Only a limited amount of **Company Insights** (*Lead Enrichment*) requests are available as a + trial database. This feature requires :ref:`prepaid credits `. - .. tip:: - If, after a short while, the panel is still empty, it is possible that your browser cookie - settings prevented it from loading. - Note that these settings also change if you are in "Incognito" mode on your - browser. +.. tip:: + If, after a short while, the panel is still empty, it is possible that the browser cookie + settings prevented it from loading. Note that these settings also change if the browser is in + "Incognito" mode. - To fix this issue, configure your browser to always allow cookies on Odoo's plugin page. + To fix this issue, configure the browser to always allow cookies on Odoo's plugin page. - For Google Chrome, you can do so by following the guide at: - `https://support.google.com/chrome/answer/95647 `_ - and adding `download.odoo.com` to the list of `Sites that can always use cookies`. + For Google Chrome, change the browser cookie settings by following the guide at: + `https://support.google.com/chrome/answer/95647 + `_ + and adding `download.odoo.com` to the list of :guilabel:`Sites that can always use cookies`. - Once done, the Outlook panel needs to be opened again. + Once this is complete, the Outlook panel needs to be opened again. +Now, enter the Odoo database URL and click on :guilabel:`Login`. -#. Enter your Odoo database URL and click on *Login*. +.. image:: outlook/enter-database-url.png + :align: center + :alt: Entering the Odoo database URL - .. image:: outlook/enter-database-url.png - :align: center - :alt: Entering your Odoo database URL +Next, click on :guilabel:`Allow` to open the pop-up window. -#. Click on *Allow* to open the pop-up window. +.. image:: outlook/new-window-warning.png + :align: center + :alt: New window pop-up warning - .. image:: outlook/new-window-warning.png - :align: center - :alt: New window pop-up warning +If the user isn't logged into the database, enter the credentials. Click on :guilabel:`Allow` to let +the Outlook Plugin connect to the database. -#. 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 +.. 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. +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*. +In the Outlook mailbox, click on :guilabel:`Settings`, then on :guilabel:`View all Outlook +settings`. - .. image:: outlook/all-outlook-settings.png - :align: center - :alt: Viewing 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*. +Now, select :guilabel:`Customize actions` under :guilabel:`Mail`, click on :guilabel:`Odoo for +Outlook`, and then :guilabel:`Save`. - .. image:: outlook/customize-actions.png - :align: center - :alt: Odoo for Outlook customized action +.. image:: outlook/customize-actions.png + :align: center + :alt: Odoo for Outlook customized action -#. Open any email; the shortcut should be displayed. +Following this step, open any email; the shortcut should be displayed. - .. image:: outlook/odoo-outlook-shortcut.png - :align: center - :alt: Odoo for Outlook customized action +.. image:: outlook/odoo-outlook-shortcut.png + :align: center + :alt: Odoo for Outlook customized action + +Using the plugin +---------------- + +Now that the plug-in is installed and operational, all that needs to be done to create a lead is to +click on the `O` [Odoo icon] or navigate to :guilabel:`More actions` and click on :guilabel:`Odoo +for Outlook`. The side panel will appear on the right-side, and under :guilabel:`Opportunities` +click on :guilabel:`New`. A new window with the created opportunity in the Odoo database will +populate. diff --git a/content/applications/productivity/mail_plugins/outlook/custom-add-ins.png b/content/applications/productivity/mail_plugins/outlook/custom-add-ins.png index fd3abb534..40aa5adf5 100644 Binary files a/content/applications/productivity/mail_plugins/outlook/custom-add-ins.png and b/content/applications/productivity/mail_plugins/outlook/custom-add-ins.png differ diff --git a/content/applications/productivity/mail_plugins/outlook/enter-add-in-url.png b/content/applications/productivity/mail_plugins/outlook/enter-add-in-url.png deleted file mode 100644 index b8e5732c7..000000000 Binary files a/content/applications/productivity/mail_plugins/outlook/enter-add-in-url.png and /dev/null differ