documentation/discuss/tracking.rst
Frédéric Gilson 84d909c1e1 [ADD] Discuss: new doc for external email servers
Also, misc imp to make discuss doc more business oriented
2017-03-09 11:15:17 +01:00

45 lines
1.6 KiB
ReStructuredText

======================================================================
How to follow a discussion thread and define what I want to hear about
======================================================================
How to follow a discussion thread
=================================
You can keep track of virtually any business object in Odoo
(an opportunity, a quotation, a task, etc.), by **following** it.
.. image:: media/discuss07.png
:align: center
How to choose the events to follow
==================================
You can choose which types of events you want to be notified about.
The example below shows the options available when
following a **task** in the **Project** app.
.. image:: media/discuss08.png
:align: center
How to add other followers
==========================
You can invite other users and add channels as followers. Adding a
channel as a follower will send messages posted in the chatter to the
channel with a link back to the original document.
.. image:: media/discuss09.png
:align: center
.. image:: media/discuss10.png
:align: center
How to be a default follower
============================
You are automatically set as a default follower of any item
you create. In some applications like CRM and Project, you can
be a default follower of any new record created to get notified
of specific events (e.g. a new task created, an opportunity won).
To do so, start following the parent business object
(e.g. the sales channel in CRM, the project in Project).
Then, choose the events you want to hear about.
.. image:: media/sales_channel_follow.png
:align: center