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Author SHA1 Message Date
BVE
defd6d626a [ADD] Prevacation commit to be commented
Finish the get_helped part, one screenshot missing + change on the review not yet done
Starting the get_started part, comments are welcomed
2020-12-21 12:25:09 +01:00
Baptiste Vergote
d545e4297f [FIX] Making it compile correctly 2020-11-05 15:30:20 +01:00
Richard Mathot
93303bd474
review part 2 2020-09-27 19:08:45 +02:00
Richard Mathot
c65551508f
review part 1 2020-09-27 10:51:23 +02:00
Baptiste Vergote
871c0ee760
[IMP] mailing: clarification for support question
This is a long term project, following the recurring question we currently face at the support func & tech

Done in the commit:

1/ Modify the references to discuss/advanced/ to match a newly created folder
specific for email communication (more generic and not specifically linked to the discuss app).

2/ Creation of the new folder under 'Practical Information' in the documentation/user (bottom of the page)
that will handle of the mechanism around emails, including (none exhaustive list):

- email_communication/get_helped.rst > A file that is providing reason why the emails might not be properly sent + contact the support and what to tell them. in order to have the quickest and  best answer.

- email_communication/get_started.rst > A small introduction of the content of this section Email communication

- email_communication/advanced/mail_servers.rst > An explanation on how to use an outgoing mail server in Odoo.

- email_communication/advanced/

- ...

task-1925363
2020-09-27 10:51:20 +02:00
36 changed files with 350 additions and 15 deletions

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@ -25,7 +25,7 @@ elettronica sono i seguenti:
di posta elettronica certificata sono fornite dal tuo fornitore o dal di posta elettronica certificata sono fornite dal tuo fornitore o dal
Ministero. Lo stesso server deve essere configurato come server che Ministero. Lo stesso server deve essere configurato come server che
gestisce tutta la corrispondenza mail in Odoo, per saperne di più si gestisce tutta la corrispondenza mail in Odoo, per saperne di più si
puo consultare la relativa :doc:`guida <../../../discuss/advanced/email_servers>`. puo consultare la relativa :doc:`guida <../../../email_communication/advanced/email_servers>`.
- Indirizzo PEC dell Azienda, tale indirizzo deve essere lo stesso - Indirizzo PEC dell Azienda, tale indirizzo deve essere lo stesso
registrato presso lAgenzia delle Entrate per lutilizzo dei servizi registrato presso lAgenzia delle Entrate per lutilizzo dei servizi

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@ -8,4 +8,3 @@ Discuss
:titlesonly: :titlesonly:
discuss/overview discuss/overview
discuss/advanced

13
email_communication.rst Normal file
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@ -0,0 +1,13 @@
:banner: banners/email_communication.png
===================
Email Communication
===================
.. toctree::
:titlesonly:
email_communication/overview
email_communication/advanced

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@ -4,7 +4,6 @@ Advanced
.. toctree:: .. toctree::
:titlesonly: :titlesonly:
:glob:
advanced/email_servers advanced/email_servers
advanced/email_template advanced/email_template

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@ -31,11 +31,6 @@ unlike `Odoo Online <https://www.odoo.com/trial>`__ & `Odoo.sh <https://www.odoo
You will find here below some useful You will find here below some useful
information on how to integrate your own email solution with Odoo. information on how to integrate your own email solution with Odoo.
.. note:: Office 365 email servers don't allow easily to send external emails
from hosts like Odoo.
Refer to the `Microsoft's documentation <https://support.office.com/en-us/article/How-to-set-up-a-multifunction-device-or-application-to-send-email-using-Office-365-69f58e99-c550-4274-ad18-c805d654b4c4>`__
to make it work.
How to manage outbound messages How to manage outbound messages
=============================== ===============================
As a system admin, go to :menuselection:`Settings --> General Settings` As a system admin, go to :menuselection:`Settings --> General Settings`

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@ -0,0 +1,11 @@
========
Overview
========
.. toctree::
:titlesonly:
overview/get_started
overview/get_helped

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@ -0,0 +1,202 @@
=================================================
Troubleshooting issues related to outgoing emails
=================================================
*"Why wasn't my email sent?"*
Here is a list of the most common reasons that can explain it.
You reached your daily limit
============================
.. warning:
Applies to Odoo Online and Odoo.sh platforms only.
Odoo caps the number of emails that can be sent every day, to keep the database and mail servers safe and to prevent the spam.
Here are the default limits for new databases:
- 200 emails/day for Odoo Online and Odoo.sh databases with an active subscription,
- 50 emails/day for one-app free and trial databases.
// TODO RIM pas clair
In case you hit the limit, you can:
// TODO RIM lien vers le support form
- either ask our support team to increase your daily limit (we will analyze your
situation: how many users in your database, which apps, how much traffic...).
You can contact the support by the following `link <https://www.odoo.com/help>`
- either use your own outgoing email server: you can do (nearly) whatever you want, it's your server!
In that case, here is our documentation about how to configure it:
* :doc:`../../email_communication/advanced/email_servers`
**Beware: the counter is global to your database and can rise quite fast!**
For example: if a customer replies to an invoice followed by 10 people (internal users, other contacts for the same customer, etc.),
a copy of their message is automatically sent to these 10 people,
generating 10 outgoing emails.
You can mitigate this by **receiving your notifications in Odoo Discuss**.
Go to "My Profile" (click on your user on the top right corner of the screen),
then pick the "Preferences" tab and choose "Handle notifications within Odoo" (not by email).
.. image:: media/user_pref_handle_notifications.png
:align: center
:alt: user preferences handle notifications.
"The envelop is red"
====================
// TODO RIM screenshot red envelop + click on it
If your email wasn't delivered, Odoo might have recorded the SMTP error explaining why.
The menu :menuselection:`Settings --> Technical --> Emails` displays the whole email queue,
including emails that could not be sent..
Click on an email marked in red and select the tab `Failure Reason`.
.. image:: media/failure_reason.png
:align: center
:alt: failure reason email tab and explanations.
If Odoo was not able of providing you with an error message, you should ask the administrator
of the email server to have a look at the log files of the Odoo server and the SMTP server
(or contact the Odoo Support if you are hosted on one of our cloud platforms).
.. note::
The "Technical" menu is visible in Deveoper mode only, see
:doc:`../../../general/developer_mode/activate`
Your outgoing email server is not properly configured
=====================================================
If made the choice to to use your own email server, you have to set it up.
An incorrect setup may prevent the delivery of your emails.
In order to check your outgoing mail settings, go to :menuselection:`Settings --> Technical --> Outgoing Mail Server`.
.. image:: media/setting_outgoing_mail_server.png
:align: center
:alt: setting up an outgoing email server.
If you use a well-known email provider like Gmail or Office 365, you have to comply to its limitations, e.g:
- **Gmail** accounts cannot send more than 500 emails a day. // TODO RIM ref?
- **Office 365** email servers don't allow easily to send external emails from hosts like Odoo.
Refer to `Microsoft's documentation <https://support.office.com/en-us/article/How-to-set-up-a-multifunction-device-or-application-to-send-email-using-Office-365-69f58e99-c550-4274-ad18-c805d654b4c4>`
to make it work.
- Yahoo is not working properly with Odoo as they enforce a strict DMARC policy that is not compatible with Odoo at the moment.
.. note::
For more advanced information regarding outgoing emails servers, see:
:doc: `../advanced/email_servers`
Emails went out of Odoo but you still see a red envelop
=======================================================
// TODO RIM merge with section "envelop is red"
It might happen that some emails are not going out properly and Odoo has no power on this.
For diverses reason, during the transit of the email, an error occurs and a bounce email is sent back to the sender to letting him know that it didn't reach its destination.
In case the email is sent using the Odoo, the bounce email should reach the Odoo database and display a red envelop. To be able to investigate, please refer to the subsection `The envelop is red in the chatter`
For now, Odoo is not always capable of providing the information on the reason it failed.
The technology of the mails is old and extensible, the different providers implement a personalized policy of the mails.
Emails are going out but there is a delay
=========================================
We prioritize differently emails going out from Odoo, some needs to be direct and some might be delayed:
When you schedule a mailing campaign using our email marketing application, the emails are depending on a scheduled action (action to trigger at a specific moment)
It may happen that you schedule some Mailing campaign but it is not sent at the precise time.
This happens for example with Mailing Campaign, the emails you send directly from a Sales Order, quotation.. are sent directly. We use that policy in order to avoid cluttering the mail servers and prioritize the communication.
In the case of a mailing campaign using our app, you will see a banneer on the campaign mentioning when the emails will be sent.
You can see the emails in the queue by going on the General Settings, Technical menu (in debug mode), emails. The one with the subject of your mailing campaign and being in the state ' sending '.
You can also send them directly by going in the Scheduled action menu under: General Settings, Technical menu (in debug mode). Selecting the action 'Mass Mailing: Process Queue' and forcing it
.. image:: media/scheduled_actions.png
:align: center
:alt: Find the scheduled actions related to emails.
.. Screenshot is missing!
Messages vs Emails in Odoo
==========================
We use 2 types of written notifications, the messages and the emails. If they could contain the same information, they have different purposed:
- The messages are using to be display in the chatter. The model is 'mail.message' containing a minimum of information to be displayed on the correct thread and record.
They can be found on the General Settings, Technical menu (in debug mode), messages
.. image:: media/mail_message.png
:align: center
:alt: A mail message link to a specific record and thread.
- The emails are the equivalent of the one received in the mailbox, with all the information that might not be useful in Odoo. To save space and preserve the performance, once emails are sent they are removed from the database.
It's possible to specify that some emails are not being deleted upon sending. They can be found on the General Settings, Technical menu (in debug mode), emails
.. image:: media/mail_mail.png
:align: center
:alt: A mail 'mail' that is in the status sent.
.. Screnshots are ok!
Entering emails issue: emails are not received
==============================================
Depending on the platform you are using:
- The Odoo.sh users can find they logs on the folder ~/logs/. The log file are created everyday at 4:00 UTC time. The two last days are not zipped, where the older are zipped in order to gain space.
The naming of the files are decremental, which means that the file named .1 is the one from yesterday and the file .2 is the day before yesterday.
- The SaaS users won't have access to their logs. However you can still submit a ticket to know the reason why a specific email has not being received.
Most of the time, we do not investigate unless it is recurring but if you notice that the issue happens all the time with the same client, do not hesitate to contact us with all the necessary information.
In order to get helped efficiently, please provide as much information as possible. Here is a list of what can be helpful:
* the EML of the file, stating for ' Electronic Mail ', this is the email with all the technical information.
Here is how to find it:
In Gmail:
1/ Click on the email you are expected to find in Odoo:
.. image:: media/mail_gmail_side_functional.png
:align: center
:alt: A gmail mail that is expected to be received in Odoo.
2/ On the 3 dots 'settings' of the email, click on show original > Download Original after the header.
.. image:: media/mail_gmail_side_technical.png
:align: center
:alt: A gmail EML expected to be received in Odoo.
In Outlook:
1/ Click on the email you are expected to find in Odoo:
.. image:: media/mail_outlook_side_functional.png
:align: center
:alt: An outlook mail that is expected to be received in Odoo.
2/ On the 3 dots 'settings' of the email, click on View > Message source.
You will have to copy/paste in your favourite text editor
.. image:: media/mail_outlook_side_technical.png
:align: center
:alt: An outlook EML expected to be received in Odoo.
.. Screnshots are ok!
The documentation of your own provider might help you on how to get your EML files.
Once you get the EML of the email, adding it in attachment of your ticket is the most efficient way for us to investigate. The support will mainly focus on redundant issues.
* The exactly flow you are doing in order to normally receive those email in Odoo. Is this simply a reply from an email going out from Odoo ? Are you using an incoming email server or are your forwarding somehow those emails?
Can you provide us with an example of an email that has been correctly forwarded ?
* Have you also tested the basic flow of your database? Is is working as expected?

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@ -0,0 +1,40 @@
=================================
Communicating with your customers
=================================
.. Pourquoi on vous amène ici, ce à quoi on va répondre dans les différents menus
.. Odoo est fournit avec une solution qui permet d'envoyer des mails de manière direct => tant que tu as ton adresse mail => odoo prend ton adress mail => ca part
A partir du moment ou tu utilise ton outgoing ou un nom de domaine => ce a quoi vous devez faire attention SPF / DKIM / DMARC
.. En fonction de si vous utiliser un nom de serveur et ou un nom de domaine, vous aurez des configuraiton differentes à faire.
Communication is the process of sending and receiving messages through verbal or nonverbal means. It includes oral communications, writing and graphical representations and many others.
More simply, communication is designating "the creation and exchange of meaning."
In any communication there is a sender and a receiver, a message, and interpretations of meaning on both ends
The emailing system is the main communication in Odoo between a seller and his customer.
They are displayed in the chatter, usually coming from a template or a direct message
The mailing is the main source of communication between your database and your users, ensuring that they receive your email and you are able to receive their reply is crucial for your company.
The impossibility to communicate properly will result on the lose of trust of your customers toward you.
Its one of the first implementations that was made, due to the necessity of the tool. As first an early developed tool, it also has its own limitations. All that his coming after has been implemented in regard to what was done before. In the same way, doing changes here are quite hard to do and we need to be sure it wont break anything.
There is plenty of existing tools online that will help you ensuring that you will be successful on this:
- mxtoolbox.com > Checking SPF, DKIM & DMARC compliancy with Odoo.
- https://www.mail-tester.com/ > allows you to check the spam level of your email. Send email from your database to a given address and check the score to see what can be done.
.. note::
If you have question, please ask our support agents for more information, see:
:doc: `get_helped.rst`
.. To be rewritten, this is first drafts, comments are welcome :) --> Probably shouldn't go too deep here
.. STOP HERE, CHECK THE INTRODUCTION OF THE FILE https://docs.google.com/document/d/1zcMfNoSGYyXz2Zvi8Pt1BPpCafR6Ds3YQUmOI5ag2HA/edit?ts=5ec3da74&pli=1#heading=h.twl4qwlpth5o

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@ -19,7 +19,7 @@ Choose the right target and create the message
.. note:: .. note::
With a trial databases, you have a limit of 50 emails per day; on Odoo SH Cloud With a trial databases, you have a limit of 50 emails per day; on Odoo SH Cloud
Platform the limit is 200. There is a possibility to increase these numbers by contacting Odoo Platform and SaaS the limit is 200. There is a possibility to increase these numbers by contacting Odoo
Support. To contact Support, `click here <https://www.odoo.com/help>`_. Support. To contact Support, `click here <https://www.odoo.com/help>`_.
Under *Mail Body*, choose a layout and make the modifications needed by dragging, dropping and Under *Mail Body*, choose a layout and make the modifications needed by dragging, dropping and
@ -62,6 +62,7 @@ Test, send or schedule a mailing
Therefore, if at the end of the day you have remaining ones to be sent, note that they *will not* Therefore, if at the end of the day you have remaining ones to be sent, note that they *will not*
be sent automatically the next day. You need to force that by opening the email and be sent automatically the next day. You need to force that by opening the email and
clicking on *Retry*. clicking on *Retry*.
A solution can be to use an outgoing email servers, see :doc:`../../email_communication/advanced/email_servers`
Manage campaigns Manage campaigns
================ ================
@ -82,6 +83,6 @@ Manage campaigns
menu within those applications. All of this is possible because the applications work integrated. menu within those applications. All of this is possible because the applications work integrated.
.. seealso:: .. seealso::
- :doc:`../../discuss/advanced/email_servers` - :doc:`../../email_communication/advanced/email_servers`
- :doc:`../../social_marketing/overview/campaigns` - :doc:`../../social_marketing/overview/campaigns`

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@ -86,4 +86,4 @@ the Kanban view.
.. seealso:: .. seealso::
- :doc:`sla` - :doc:`sla`
- :doc:`../advanced/close_tickets` - :doc:`../advanced/close_tickets`
- :doc:`../../discuss/advanced/email_servers` - :doc:`../../email_communication/advanced/email_servers`

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@ -0,0 +1,63 @@
diff --git a/email_communication/overview/get_helped.rst b/email_communication/overview/get_helped.rst
index aa274ec2..92f5d81e 100644
--- a/email_communication/overview/get_helped.rst
+++ b/email_communication/overview/get_helped.rst
@@ -13,15 +13,13 @@ You reached your daily limit
.. warning:
Applies to Odoo Online and Odoo.sh platforms only.
-Odoo caps the number of emails that can be sent every day, for security and
-stability reasons.
+Odoo caps the number of emails that can be sent every day, to keep the database and mail servers safe and to prevent the spam.
Here are the default limits for new databases:
-- 200 emails/day for Odoo Online and Odoo.sh databases,
-- 50 emails/day for Odoo Online "2 weeks free trial" database.
+- 200 emails/day for Odoo Online and Odoo.sh databases with an active subscription,
+- 50 emails/day for one-app free and trial databases.
-// TODO RIM One app free?
// TODO RIM pas clair
In case you hit the limit, you can:
@@ -29,7 +27,8 @@ In case you hit the limit, you can:
// TODO RIM lien vers le support form
- either ask our support team to increase your daily limit (we will analyze your
- situation: how many users in your database, which apps, how much traffic...)
+ situation: how many users in your database, which apps, how much traffic...).
+ You can contact the support by the following `link <https://www.odoo.com/help>`
- either use your own outgoing email server: you can do (nearly) whatever you want, it's your server!
In that case, here is our documentation about how to configure it:
@@ -70,7 +69,7 @@ Click on an email marked in red and select the tab `Failure Reason`.
If Odoo was not able of providing you with an error message, you should ask the administrator
of the email server to have a look at the log files of the Odoo server and the SMTP server
(or contact the Odoo Support if you are hosted on one of our cloud platforms).
-s
+
.. note::
The "Technical" menu is visible in Deveoper mode only, see
:doc:`../../../general/developer_mode/activate`
@@ -102,7 +101,7 @@ If you use a well-known email provider like Gmail or Office 365, you have to com
:doc: `../advanced/email_servers`
-Emails went out of Odoo but you still see ared envelop
+Emails went out of Odoo but you still see a red envelop
======================================================
// TODO RIM merge with section "envelop is red"
@@ -110,7 +109,7 @@ Emails went out of Odoo but you still see ared envelop
It might happen that some emails are not going out properly and Odoo has no power on this.
For diverses reason, during the transit of the email, an error occurs and a bounce email is sent back to the sender to letting him know that it didn't reach its destination.
-In case the email is sent using Odoo, the bounce email should reach the Odoo database and display a red envelop. To be able to investigate, please refer to the subsection `The envelop is red in the chatter`
+In case the email is sent using the Odoo, the bounce email should reach the Odoo database and display a red envelop. To be able to investigate, please refer to the subsection `The envelop is red in the chatter`
For now, Odoo is not always capable of providing the information on the reason it failed.
-The technology of the mails is old and extensible, the different providers implement a personalized policy of the mails.
\ No newline at end of file
+The technology of the mails is old and extensible, the different providers implement a personalized policy of the mails.
\ No newline at end of file

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@ -14,3 +14,4 @@ Practical Information
support support
legal legal
contributing contributing
email_communication

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@ -12,7 +12,7 @@ Set up an incoming email server
| On the *Settings* application, enable *External Email Servers* and define the incoming email | On the *Settings* application, enable *External Email Servers* and define the incoming email
alias you would like to use. alias you would like to use.
| **For more information**: :doc:`../../discuss/advanced/email_servers` | **For more information**: :doc:`../../email_communication/advanced/email_servers`
Configure the email alias in your project Configure the email alias in your project
----------------------------------------- -----------------------------------------

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@ -172,3 +172,5 @@ discuss/email_servers.rst discuss/advanced/email_servers.rst # (#6
discuss/plan_activities.rst discuss/overview/plan_activities.rst # (#655) discuss/plan_activities.rst discuss/overview/plan_activities.rst # (#655)
discuss/team_communication.rst discuss/overview/team_communication.rst # (#655) discuss/team_communication.rst discuss/overview/team_communication.rst # (#655)
discuss/overview.rst discuss/overview/get_started.rst # (#655) discuss/overview.rst discuss/overview/get_started.rst # (#655)
discuss/advanced/email_servers.rst email_communication/advanced/email_servers.rst #removing discuss advanced and creating a new folder email communication

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@ -77,4 +77,4 @@ then go to :menuselection:`Technical --> SMS Templates`.
.. seealso:: .. seealso::
- :doc:`../../social_marketing/overview/campaigns` - :doc:`../../social_marketing/overview/campaigns`
- :doc:`../../discuss/advanced/email_template` - :doc:`../../email_communication/advanced/email_template`

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@ -47,7 +47,7 @@ For every Trigger option, **conditions** can be applied, such as:
- *Create New Record*: a new record with new values is created. - *Create New Record*: a new record with new values is created.
- *Update a Record*: updates the record that triggered the action. - *Update a Record*: updates the record that triggered the action.
- *Execute several actions*: defines an action that triggers other server actions. - *Execute several actions*: defines an action that triggers other server actions.
- *Send Email*: an automatic :doc:`email <../../discuss/advanced/email_template>` is sent. - *Send Email*: an automatic :doc:`email <../../email_communication/advanced/email_template>` is sent.
- *Add Followers*: :doc:`followers <../../project/tasks/collaborate>` are notified of changes in - *Add Followers*: :doc:`followers <../../project/tasks/collaborate>` are notified of changes in
the task. the task.
- *Create Next Activity*: creates an activity such as: *Call*, *Email*, *Reminder*. - *Create Next Activity*: creates an activity such as: *Call*, *Email*, *Reminder*.

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@ -81,6 +81,15 @@ We can now apply the redirection from your domain name's manager account:
- `Namecheap <https://www.namecheap.com/support/knowledgebase/article.aspx/9646/10/how-can-i-set-up-a-cname-record-for-my-domain>`__ - `Namecheap <https://www.namecheap.com/support/knowledgebase/article.aspx/9646/10/how-can-i-set-up-a-cname-record-for-my-domain>`__
- `OVH <https://www.ovh.co.uk/g1519.exchange_20132016_how_to_add_a_cname_record>`__ - `OVH <https://www.ovh.co.uk/g1519.exchange_20132016_how_to_add_a_cname_record>`__
Impact on email deliverability
==============================
If your domain is configurable and you are using email addresses associate with it, you might need to configure it to avoid your email to be received in spam.
Consider reading our documentation regarding SPF, DKIM and DMARC
* :doc:`../../email_communication/advanced/email_servers`
How to enable SSL (HTTPS) for my Odoo instance How to enable SSL (HTTPS) for my Odoo instance
============================================== ==============================================
@ -117,7 +126,7 @@ Google indexes your website under both names. This is a limitation of the Odoo c
.. seealso:: .. seealso::
* :doc:`../../discuss/advanced/email_servers` * :doc:`../../email_communication/advanced/email_servers`