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4.1 KiB
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100 lines
4.1 KiB
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====================================================================
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How to use my own email servers to send and receive messages in Odoo
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====================================================================
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When is it needed
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=================
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You need it if you use Odoo Community or Enterprise.
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What if I use Odoo Online
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=========================
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You are done! Odoo Online comes up with an embedded and ready-to-use email
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server (*@yourcompany.odoo.com*).
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We recommend to keep this default setting as is as it is really convenient.
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Indeed, while it is branded by Odoo, the visible source of any message
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sent from Odoo will be your personal email address (your Odoo login).
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Your contacts will therefore trust your messages.
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How does it work when a contact replies to an email sent from Odoo
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==================================================================
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Default reply-to is a generic address used to automatically route
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any incoming email to the discussion thread of the origin business object
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(opportunity, order, task, etc.) and to the inbox of all its followers.
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By default this address is "catchall@" but it can be changed.
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Thanks to it, you get a perfect message thread in Odoo and you don't
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pollute your external email box with Odoo-related topics.
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How to use my own email servers
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===============================
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You need to be a system admin to set this up.
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Go to :menuselection:`Settings --> General Settings` and check *External
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Email Servers* (watch out: this checkbox only shows up after Odoo 10).
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Then, go through the following steps.
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Set an outgoing email server for outbound messages
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--------------------------------------------------
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You need the SMTP data of your email provider (Gmail, Outlook,
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Yahoo, AOL, etc.) as well as your admin credentials.
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Once all the information has been filled out, click on *Test Connection*.
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.. image:: media/outgoing_server.png
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:align: center
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Set an incoming email server for inbound messages
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-------------------------------------------------
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Fill out the form according to your email provider’s settings.
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Leave the *Actions to Perform on Incoming Mails* blank. Once all the
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information has been filled out, click on *TEST & CONFIRM*.
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.. image:: media/incoming_server.png
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:align: center
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.. note:: By default inbound messages are fetched every 5 minutes.
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You can change this value in developer mode.
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Go to :menuselection:`Settings --> Technical --> Automation -->
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Scheduled Actions` and look for *Mail: Fetchmail Service*.
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Set the domain name
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-------------------
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Enter the domain name of your email servers (e.g. mycompany.com)
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in General Settings.
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.. image:: media/alias_domain.png
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:align: center
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Create a catchall address
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-------------------------
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Create a catchall address in your email server settings. We advise
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you to use "catchall@" so that everything works out straight away.
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If you want to use another alias, you have extra steps in Odoo:
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- Activate the developer mode from your Settings Dashboard.
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.. image:: media/developer_mode.png
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:align: center
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- Refresh your screen. Then go to :menuselection:`Settings --> Technical
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--> Parameters --> System Parameters` and enter your custom catchall alias
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in *mail.catchall.alias*.
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.. image:: media/system_parameters.png
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:align: center
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.. note:: You can edit the email alias used for bounced messages the same way.
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How to perfectly combine Odoo Discuss and my traditional email tool
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===================================================================
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Odoo Discuss is a perfect tool to send and read messages related to
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business objects. But it doesn't aim to replace a full-featured email
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software (Gmail, Outlook, Yahoo, AOL, etc.).
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We recommend to take the most out of both systems without mingling them:
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What is related to Odoo business objects or applications goes into Odoo;
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What is not stays into your external email boxes.
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To do so, create specific email aliases to use in Odoo (to generate leads
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or opportunities, helpdesk tickets, etc.). If you take an email alias
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already used for messaging outside of Odoo, incoming messages will land
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into both systems.
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This will negatively impact your productivity when it comes to process them.
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