
1/ Revamp of email_servers to be a introduction and allow correct redirection
+ redirection to other pages linked to mailing + ToC of email_communication folder
2/ Splitting inbound and outbound message into subfiles:
2.a/ email_servers_inbound: all documentation related to incoming emails
2.b/ email_servers_outbound: documentartion related to outgoing emails
3/ email_domain (as before) about authentication protocols to set on domains.
4/ faq: complete revamp to better match usual issues about mailings.
Also: removed unused images, adding anchors on other docs.
RST co-authored-by: jorv-odoo, jqu-odoo, xpl-odoo
doc writers:
- email_servers_inbound by qco-odoo
- email_servers_outbound by EMBR
- email_servers by abridbus
- email_domain by jqu-odoo
- faq by jorv-odoo
related documentation task-3875591
closes odoo/documentation#10609
X-original-commit: a6a6fcf1e0
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
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==============================
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Communication in Odoo by email
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==============================
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Communication in Odoo related to records such as CRM opportunities, sales orders, invoices, ...
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have a discussion thread called **chatter**, often displayed on the right side of the record.
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On the chatter, you can send direct emails or Odoo notifications to the followers of a document
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(depending on their notification preferences), log internal notes, send WhatsApp messages or SMSes,
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and schedule activities.
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If a follower replies to a message, the reply updates the chatter, and Odoo relays it to the
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followers as a notification. All emails - outgoing and incoming - appear in the same chatter.
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.. _email-online-sh:
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Odoo Online and Odoo.sh users
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=============================
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On Odoo Online and Odoo.sh, outgoing and incoming emails work out of the box, **nothing needs to be
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done**. Everything is already configured on your subdomain.
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By default, outgoing emails use the following :ref:`notification email address
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<email-outbound-notifications>` `notifications@company-name.odoo.com`.
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.. _email-online-sh-domain:
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Using another domain
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--------------------
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If you prefer not to have outgoing emails sent from Odoo's subdomain `@company-name.odoo.com` but
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instead :ref:`from your own domain <email-outbound-custom-domain>`, **additional configuration will
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be necessary** on the domain and within Odoo. This introduces an extra layer of complexity and
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necessitates technical knowledge (mainly regarding DNS and mail protocols).
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By adding a domain and configuring the administration access rights, you can also access the
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:ref:`new domain alias <email-outbound-alias-domain>` page to configure the alias of your companies.
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If only one domain is configured, this domain will be shared by all companies on the database.
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If you want to keep using Odoo's mail server, you will have to :ref:`configure the SPF and DKIM
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<email-domain-spf>`.
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If :ref:`you want to use your own mail server <email-outbound-custom-domain-smtp-server>`, you will
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have to follow the mail server provider's specific documentation.
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For incoming emails, after adding your own domain, :ref:`replies from customers will come back to
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your domain <email-inbound-custom-domain>`, and you will need to use one of the three possible ways
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to get the emails back into Odoo (using either :ref:`incoming mail server
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<email-inbound-custom-domain-incoming-server>`, :ref:`redirection/forwarding
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<email-inbound-custom-domain-redirections>` or :ref:`DNS MX record
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<email-inbound-custom-domain-mx>`). Everything is covered in the :doc:`Manage inbound messages
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documentation <email_communication/email_servers_inbound>`.
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.. _email-on-premise:
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On-premise users
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================
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If you are on-premise, you will have to completely configure your outgoing and incoming emails:
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- For outgoing emails, you will need :ref:`to use an SMTP server and a custom domain
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<email-outbound-custom-domain-odoo-server>`.
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- For incoming emails, set the frequency at which you fetch new emails low enough for responsiveness
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but high enough in order not to stress your system or provider. Due to this reason and the
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simplicity of this configuration, we usually advise on using incoming mail servers. To use an SMTP
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server, check out the :ref:`"Use a custom domain for inbound messages" documentation
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<email-inbound-custom-domain>`.
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.. _email-third-party-server:
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Using a third-party provider's mail server
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==========================================
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Odoo's documentation also covers several popular mail servers. As they require specific
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authorizations and configuration, they add a layer of complexity. For this reason, using Odoo's
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outgoing mail server is recommended.
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- :doc:`Outlook documentation <email_communication/azure_oauth>`
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- :doc:`Gmail documentation <email_communication/google_oauth>`
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- :doc:`Mailjet documentation <email_communication/mailjet_api>`
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.. note::
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Every provider has its own limitations. Research the desired provider *before* configuring it.
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For example, Outlook and Gmail might not be suitable for large marketing campaigns.
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.. seealso::
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- :doc:`Activities <../essentials/activities>`
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- :doc:`Discuss app <../productivity/discuss>`
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- :doc:`Digest emails <companies/digest_emails>`
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- :doc:`Email Marketing app <../marketing/email_marketing>`
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- :doc:`Email templates <companies/email_template>`
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- :ref:`Expense creation using an email alias <expenses/email_expense>`
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- :ref:`Helpdesk ticket creation using an email alias <helpdesk/receiving_tickets/email-alias>`
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- :ref:`Lead creation using an email alias <crm/configure_email_alias>`
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- :ref:`Project task creation using an email alias <task_creation/email_alias>`
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- :doc:`Technical mail getaway for on-premise users
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<../../administration/on_premise/email_gateway>`
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- :ref:`Technical start of Odoo database with an outgoing mail server configured from the
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command-line interface <reference/cmdline/server/emails>`
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.. toctree::
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:titlesonly:
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email_communication/email_servers_inbound
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email_communication/email_servers_outbound
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email_communication/email_domain
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email_communication/azure_oauth
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email_communication/google_oauth
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email_communication/mailjet_api
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email_communication/faq
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