3a6366b18f
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)
called `email_communication`.
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)
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_started.rst > A small introduction of the content of this section Email communication
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/advanced/mail_servers.rst > An explanation on how to use an outgoing mail server in Odoo.
+ how to configure SPF DKIM DMARC for Odoo.
(Not modified yet, only mv from `discuss` folder)
email_communication/advanced/email_template.rst > Contain informations about email templates
(Not modified yet, only mv from `discuss` folder)
More to come, in collaboration with GOR, EDV, JQU, ALA
task-1925363
39 lines
1.6 KiB
ReStructuredText
39 lines
1.6 KiB
ReStructuredText
==========================================
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Create Project's Tasks from an Email Alias
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==========================================
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When you already have an email address that customers know from the top of their heads, changing
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it is the last thing you want to do. Instead, link that address to your project and transform
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those conversations into structured work. It automatically creates a task in the first stage
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of a project.
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Set up an incoming email server
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===============================
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| On the *Settings* application, enable *External Email Servers* and define the incoming email
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alias you would like to use.
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| **For more information**: :doc:`../../email_communication/advanced/email_servers`
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Configure the email alias in your project
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-----------------------------------------
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| Now that you have the incoming email server set up, go to
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:menuselection:`Project --> Configuration --> Projects --> Edit`. Under the *Emails* tab, define
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the wanted email alias and choose the policy to receive a message.
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| In addition, you can now directly set it when creating a new project.
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.. image:: media/email_project.png
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:align: center
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:alt: In the settings of your project, define the emails alias under the tab email in Odoo Project
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.. important::
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All the recipients of the email (To/Cc/Bcc) are automatically added as followers of the task.
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The email can be seen under the name of your project on the dashboard.
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.. image:: media/email_dashboard_project.png
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:align: center
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:height: 300
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:alt: View of the email alias chosen on the dashboard view in Odoo Project
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