documentation/content/applications/general/email_communication.rst
bve-odoo 64f4e8d46c [FIX] mail: 17.0 full rework of mail communication documentation
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 

X-original-commit: a6a6fcf1e0
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2024-08-06 13:34:45 +00:00

113 lines
5.2 KiB
ReStructuredText

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