32aafb08cb
This commit aims to improve the documentation's navigability by redefining some categories' purposes and titles. There is a redirection rule for each documentation page moved. This ensures that users won't have a 404 error message. task-3217827 closes odoo/documentation#8056 Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
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=======
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Discuss
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=======
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Odoo *Discuss* is an internal communication app that allows users to connect through messages,
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notes, and file sharing, either through a persistent chat window that works across applications, or
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through the dedicated *Discuss* dashboard.
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.. _discuss_app/notification_preferences:
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Choose notifications preference
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===============================
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Access user-specific preferences for the *Discuss* app by navigating to :menuselection:`Settings app
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--> Users --> User --> Preferences tab`.
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.. image:: discuss/preferences-user.png
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:alt: View of the Preferences tab for Odoo Discuss.
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By default, the :guilabel:`Notification` field is set as :guilabel:`Handle by Emails`. With this
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setting enabled, a notification email will be sent by Odoo every time a message is sent from the
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chatter, a note is sent with an `@` mention (from chatter), or a notification is sent for a record
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that the user follows. Something that triggers a notification is changing of the stage (if an email\
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is configured to be sent, for example if the task is set to :guilabel:`Done`).
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By choosing :guilabel:`Handle in Odoo`, the above notifications are shown in the *Discuss* app's
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*inbox*. Messages can have the following actions taken on them: respond with an emoji by clicking
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:guilabel:`Add a Reaction`, or reply to the message by clicking on :guilabel:`Reply`. Additional
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actions may include starring the message by clicking :guilabel:`Marked as Todo`, or pinning the
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message by selecting :guilabel:`Pin` or even mark the message as unread by selecting
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:guilabel:`Marked as unread`.
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.. image:: discuss/reactions-discuss.png
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:alt: View of an inbox message and its action options in Odoo Discuss.
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Clicking :guilabel:`Mark as Todo` on a message causes it to appear on the :guilabel:`Starred` page,
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while clicking :guilabel:`Mark as Read` moves the message to :guilabel:`History`.
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.. image:: discuss/starred-messages.png
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:alt: View of messages marked as todo in Odoo Discuss.
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Start chatting
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==============
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The first time a user logs in to their account, OdooBot sends a message asking for permission to
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send desktop notifications for chats. If accepted, the user will receive push notifications on their
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desktop for the messages they receive, regardless of where the user is in Odoo.
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.. image:: discuss/odoobot-push.png
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:alt: View of the messages under the messaging menu emphasizing the request for push
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notifications for Odoo Discuss.
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.. tip::
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To stop receiving desktop notifications, reset the notifications settings of the browser.
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To start a chat, go to the :menuselection:`Discuss` app and click on the :guilabel:`+ (plus)` icon
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next to :guilabel:`Direct Messages` or :guilabel:`Channels` in the left menu of the dashboard.
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.. image:: discuss/channels-direct-messages.png
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:height: 400
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:alt: View of Discuss's panel emphasizing the titles channels and direct messages in Odoo
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Discuss.
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A company can also easily create :doc:`public and private channels <discuss/team_communication>`.
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Mentions in the chat and on the chatter
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---------------------------------------
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To mention a user within a chat or the chatter, type `@user-name`; to refer to a channel, type
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`#channel-name`. The user mentioned will be notified in their *inbox* or through an email, depending
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on their communication settings.
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.. image:: discuss/chat-windows.png
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:alt: View of a couple of chat window messages for Odoo Discuss.
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.. tip::
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When a user is mentioned, the search list (list of names) suggests values first based on the
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task's followers, and secondly on employees. If the record being searched does not match with
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either a follower or employee, the scope of the search becomes all partners.
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User status
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-----------
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It is helpful to see what colleagues are up to and how quickly they can respond to messages by
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checking their *status*. The status is shown on the left side of a contact's name on the
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:guilabel:`Discuss` sidebar, on the *messaging menu* and when listed in the *chatter*.
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- Green = online
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- Orange = away
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- White = offline
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- Airplane = out of the office
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.. image:: discuss/status.png
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:height: 300
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:alt: View of the contacts' status for Odoo Discuss.
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.. seealso::
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- :doc:`discuss/team_communication`
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- :doc:`/applications/essentials/activities`
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.. toctree::
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:titlesonly:
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discuss/team_communication
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discuss/ice_servers
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