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std-odoo
de54d9650d [IMP] mail_plugin: add documentation about the Gmail add-in
Purpose
=======
This new documentation explain how to install the Gmail addon and the
basic features it offers.

Move the Outlook Plugin documentation under "productivity" because it's
not related to only CRM anymore.

Task-2647169
2021-09-20 09:55:41 +02:00
22 changed files with 165 additions and 51 deletions

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@ -8,3 +8,4 @@ Productivity
productivity/discuss
productivity/iot
productivity/studio
productivity/mail_client_extension

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@ -0,0 +1,11 @@
======================
Mail Client Extensions
======================
.. toctree::
:titlesonly:
mail_client_extension/gmail_extension
mail_client_extension/outlook_extension
mail_client_extension/pricing

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===============
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
<a href="https://script.google.com/d/1n7cxtaR4fGXKcP0RwinNQmL8S4FhVqpo-ZZ_cUAhYuuDpZAP_CnHE_7q/edit" target="_blank">Gmail Add-In Project</a>
#. 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
<gmail_extension/enable-feature>`.
.. 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 :doc:`Pricing section <./pricing>` for more information.

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@ -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 <outlook_extension/pricing>` 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 <outlook_extension/pricing>`
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 <https://iap.odoo.com/privacy#header_2>`_.
.. seealso::
- :doc:`../../../general/in_app_purchase/in_app_purchase`
- `Odoo Tutorials: Lead Enrichment <https://www.odoo.com/r/p73>`_
feature requires prepaid credits. See the :doc:`Pricing section <./pricing>` for more information.

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@ -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 <https://iap.odoo.com/privacy#header_2>`_.
.. seealso::
- :doc:`../../general/in_app_purchase/in_app_purchase`
- `Odoo Tutorials: Lead Enrichment <https://www.odoo.com/r/p73>`_

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@ -6,5 +6,4 @@ Optimize your Day-to-Day work
:titlesonly:
optimize/partner_autocomplete
optimize/outlook_extension
optimize/gamification

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@ -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)