cf6af904f9
Creation of a new submenu under Applications/General for the Email communication. Moved advanced of dicuss to this new submenu + adding of content regarding frequently asked question in support. Redirection has been done on other files pointing to Discuss/Advanced to match the new folder email_communication. Modified content in: - Email servers: split and move configuration part under email_domain - Email domain: covering information about SPF DKIM and DMARC configurations by JQU - Email templates: (how to use the functions) by GOR - Email common: answering frequently asked questions + common issues by ALA closes odoo/documentation#1092 Signed-off-by: Vergote Baptiste (bve) <bve@odoo.com>
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43 lines
1.6 KiB
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==========================================
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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:`/applications/general/email_communication/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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.. seealso::
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- :doc:`./get_started`
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- :doc:`./collaborate`
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