169 lines
6.4 KiB
Markdown
169 lines
6.4 KiB
Markdown
---
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hide-page-toc: true
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show-content: true
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---
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# Discuss
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Odoo **Discuss** is an internal communication app that allows users to connect through messages,
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notes, file sharing, and video calls. **Discuss** enables communication through a persistent chat
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window that works across applications, or through the dedicated *Discuss* dashboard.
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Upon opening the {menuselection}`Discuss app`, the {guilabel}`Discuss` dashboard appears.
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## Inbox, starred, and history
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Upon opening the {menuselection}`Discuss app`, the *Discuss* dashboard appears.
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On the {guilabel}`Discuss` dashboard, unread messages are visible in the {icon}`fa-inbox`
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{guilabel}`Inbox`. {icon}`fa-star-o` {guilabel}`Starred` is where starred messages are stored.
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{icon}`fa-history` {guilabel}`History` shows chatter updates for records in the Odoo database the
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user has been assigned to, or tagged on.
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## Direct messages
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*Direct messages* allow the user to communicate privately with one or multiple team members. To
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start a new direct message, click the {icon}`fa-plus` icon, next to {guilabel}`Direct Messages` on
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the {guilabel}`Discuss` dashboard, and enter the name of the desired person in the {guilabel}`Start
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a conversation` search bar that appears.
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:::{tip}
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Multiple names can be selected in the {guilabel}`Start a conversation` search bar. Once all of
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the names have been entered, press {kbd}`Enter`.
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:::
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### Direct message actions
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Hover over a direct message in the chat window to see a menu of actions to take on the message.
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- {icon}`oi-smile-add` {guilabel}`(Add a Reaction)`: open a drop-down menu of emojis that can be
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used to react to the direct message.
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- {icon}`fa-reply` {guilabel}`(Reply)`: reply to the direct message in a thread.
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- {icon}`fa-star-o` {guilabel}`(Mark as Todo)`: add the message to the {guilabel}`Starred` tab.
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- {icon}`fa-ellipsis-h` {guilabel}`(Expand)`: reveals more message actions, including:
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- {icon}`fa-thumb-tack` {guilabel}`Pin`
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- {icon}`fa-eye-slash` {guilabel}`Mark as Unread`
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- {icon}`fa-pencil` {guilabel}`Edit`
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- {icon}`fa-trash` {guilabel}`Delete`
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### Conversation actions
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The icons in the top-right corner of a direct message conversation represent different actions the
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user can take on that conversation.
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Click {icon}`fa-bell` {guilabel}`Notification Settings` to set up notification preferences for the
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conversation, or click {icon}`fa-phone` {guilabel}`Start a Call` to begin a meeting. See the
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{ref}`Meetings <discuss/meetings>` section for more information about meetings.
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At the top of the direct message window, click the name of the direct message to change the group
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name, and choose to add a description in the adjacent {guilabel}`Add a description` field.
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```{image} discuss/conversation-actions.png
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:alt: View of the conversation actions.
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```
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:::{note}
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The {guilabel}`Add a description` field is **only** available for group messages with more than
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two participants.
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:::
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### User status
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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 displayed as a circle in the bottom-right corner of a contact's
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photo in the {icon}`fa-users` {guilabel}`(Members List)`.
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The color of the circle represents the user's status:
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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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### Leave a direct message conversation
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To leave a direct message conversations, click the {icon}`fa-times` {guilabel}`(Leave this channel)`
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icon next to the conversation name in the {guilabel}`Direct Messages` section of the sidebar.
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:::{note}
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Leaving a conversation does **not** delete the direct messages in the conversation. The direct
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message conversation's history is visible when another direct message with the same person, or
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group, is created.
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:::
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(discuss-meetings)=
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## Meetings
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In **Discuss**, *Meetings* are video calls. To start a meeting from the {guilabel}`Discuss`
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dashboard, click {guilabel}`Start a meeting` in the top-left corner, and select who to invite to the
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meeting, via the {guilabel}`Invite People` drop-down window that appears. To start a meeting from a
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direct message, click the {icon}`fa-phone` {guilabel}`Start a Call` icon in the top-right corner.
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```{image} discuss/meeting.png
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:alt: View of a Meeting in Odoo Discuss.
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```
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Once a meeting has been started, the following buttons can be used:
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| Icon | Use |
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| --------------------------- | ------------------------------ |
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| {icon}`fa-microphone` | {guilabel}`Mute` |
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| {icon}`fa-microphone-slash` | {guilabel}`Unmute` |
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| {icon}`fa-headphones` | {guilabel}`Deafen` |
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| {icon}`fa-deaf` | {guilabel}`Undeafen` |
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| {icon}`fa-video-camera` | {guilabel}`Turn camera on/off` |
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| {icon}`fa-hand-paper-o` | {guilabel}`Raise Hand` |
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| {icon}`fa-desktop` | {guilabel}`Share Screen` |
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| {icon}`fa-arrows-alt` | {guilabel}`Enter Full Screen` |
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(discuss-app-notification-preferences)=
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## User-specific notification preferences
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Access user-specific preferences for the **Discuss** app by navigating to {menuselection}`Settings
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app --> Manage Users`, select a user, then click the {guilabel}`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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```
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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 is sent by Odoo every time a message is sent from the chatter
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of a record, a note is sent with an `@` mention (from the chatter of a record), or a notification is
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sent for a record the user follows.
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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*.
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## Chat from different applications
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The **Discuss** application enables communication across all of Odoo's applications. To view chats
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and channels, or start a new message, select the speech bubbles that are consistently present in the
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upper-right corner of the database header.
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```{image} discuss/discuss-in-other-apps.png
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:alt: Use Discuss across other applications by clicking the speech bubbles.
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```
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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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- {doc}`discuss/ice_servers`
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- {doc}`discuss/chatter`
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:::
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```{toctree}
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:titlesonly: true
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discuss/team_communication
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discuss/ice_servers
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discuss/chatter
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discuss/canned_responses
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```
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