8000 [ADD] Discuss: new doc for external email servers · Chefbig/documentation-user@84d909c · GitHub
[go: up one dir, main page]

Skip to content

Commit 84d909c

Browse files
fgi-odootivisse
authored andcommitted
[ADD] Discuss: new doc for external email servers
Also, misc imp to make discuss doc more business oriented
1 parent 57b9048 commit 84d909c

33 files changed

+301
-242
lines changed

discuss.rst

Lines changed: 4 additions & 3 deletions
Original file line numberDiff line numberDiff line change
@@ -8,8 +8,9 @@ Discuss
88
:titlesonly:
99

1010
discuss/overview
11-
discuss/team_communication
11+
discuss/tracking
1212
discuss/monitoring
1313
discuss/mentions
14-
discuss/tracking
15-
discuss/integrations
14+
discuss/team_communication
15+
discuss/mail_twitter
16+
discuss/email_servers

discuss/email_servers.rst

Lines changed: 99 additions & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -0,0 +1,99 @@
1+
====================================================================
2+
How to use my own email servers to send and receive messages in Odoo
3+
====================================================================
4+
5+
When is it needed
6+
=================
7+
You need it if you use Odoo Community or Enterprise.
8+
9+
What if I use Odoo Online
10+
=========================
11+
You are done! Odoo Online comes up with an embedded and ready-to-use email
12+
server (*@yourcompany.odoo.com*).
13+
We recommend to keep this default setting as is as it is really convenient.
14+
15+
Indeed, while it is branded by Odoo, the visible source of any message
16+
sent from Odoo will be your personal email address (your Odoo login).
17+
Your contacts will therefore trust your messages.
18+
19+
How does it work when a contact replies to an email sent from Odoo
20+
==================================================================
21+
Default reply-to is a generic address used to automatically route
22+
any incoming email to the discussion thread of the origin business object
23+
(opportunity, order, task, etc.) and to the inbox of all its followers.
24+
By default this address is "catchall@" but it can be changed.
25+
Thanks to it, you get a perfect message thread in Odoo and you don't
26+
pollute your external email box with Odoo-related topics.
27+
28+
How to use my own email servers
29+
===============================
30+
You need to be a system admin to set this up.
31+
Go to :menuselection:`Settings --> General Settings` and check *External
32+
Email Servers* (watch out: this checkbox only shows up after Odoo 10).
33+
Then, go through the following steps.
34+
35+
Set an outgoing email server for outbound messages
36+
--------------------------------------------------
37+
You need the SMTP data of your email provider (Gmail, Outlook,
38+
Yahoo, AOL, etc.) as well as your admin credentials.
39+
Once all the information has been filled out, click on *Test Connection*.
40+
41+
.. image:: media/outgoing_server.png
42+
:align: center
43+
44+
Set an incoming email server for inbound messages
45+
-------------------------------------------------
46+
Fill out the form according to your email provider’s settings.
47+
Leave the *Actions to Perform on Incoming Mails* blank. Once all the
48+
information has been filled out, click on *TEST & CONFIRM*.
49+
50+
.. image:: media/incoming_server.png
51+
:align: center
52+
53+
.. note:: By default inbound messages are fetched every 5 minutes.
54+
You can change this value in developer mode.
55+
Go to :menuselection:`Settings --> Technical --> Automation -->
56+
Scheduled Actions` and look for *Mail: Fetchmail Service*.
57+
58+
Set the domain name
59+
-------------------
60+
Enter the domain name of your email servers (e.g. mycompany.com)
61+
in General Settings.
62+
63+
.. image:: media/alias_domain.png
64+
:align: center
65+
66+
Create a catchall address
67+
-------------------------
68+
Create a catchall address in your email server settings. We advise
69+
you to use "catchall@" so that everything works out straight away.
70+
If you want to use another alias, you have extra steps in Odoo:
71+
72+
- Activate the developer mode from your Settings Dashboard.
73+
74+
.. image:: media/developer_mode.png
75+
:align: center
76+
77+
- Refresh your screen. Then go to :menuselection:`Settings --> Technical
78+
--> Parameters --> System Parameters` and enter your custom catchall alias
79+
in *mail.catchall.alias*.
80+
81+
.. image:: media/system_parameters.png
82+
:align: center
83+
84+
.. note:: You can edit the email alias used for bounced messages the same way.
85+
86+
How to perfectly combine Odoo Discuss and my traditional email tool
87+
===================================================================
88+
Odoo Discuss is a perfect tool to send and read messages related to
89+
business objects. But it doesn't aim to replace a full-featured email
90+
software (Gmail, Outlook, Yahoo, AOL, etc.).
91+
We recommend to take the most out of both systems without mingling them:
92+
What is related to Odoo business objects or applications goes into Odoo;
93+
What is not stays into your external email boxes.
94+
95+
To do so, create specific email aliases to use in Odoo (to generate leads
96+
or opportunities, helpdesk tickets, etc.). If you take an email alias
97+
already used for messaging outside of Odoo, incoming messages will land
98+
into both systems.
99+
This will negatively impact your productivity when it comes to process them.

discuss/integrations.rst

Lines changed: 0 additions & 10 deletions
This file was deleted.

discuss/integrations/mail_twitter.rst renamed to discuss/mail_twitter.rst

Lines changed: 5 additions & 5 deletions
Original file line numberDiff line numberDiff line change
@@ -1,12 +1,12 @@
1-
======================================
2-
Integrating Twitter Feed with Channels
3-
======================================
1+
====================================
2+
How to follow Twitter feed from Odoo
3+
====================================
44

55
.. image:: media/twitter_user-image.png
66
:align: center
77

8-
A user can follow specific hashtags on twitter and see the tweets within the
9-
channels of his/her choice. The tweets are retrieved periodically from Twitter.
8+
You can follow specific hashtags on Twitter and see the tweets within the
9+
Odoo Discuss channels of your choice. The tweets are retrieved periodically from Twitter.
1010
An authenticated user can retweet the messages.
1111

1212
Setting up the App on Twitter's side

discuss/media/alias_domain.png

2.58 KB
Loading
File renamed without changes.

discuss/media/developer_mode.png

25.5 KB
Loading
File renamed without changes.
File renamed without changes.
File renamed without changes.
File renamed without changes.
File renamed without changes.
File renamed without changes.
File renamed without changes.
File renamed without changes.

discuss/media/inbox.png

8.04 KB
Loading

discuss/media/incoming_server.png

36.9 KB
Loading

discuss/media/outgoing_server.png

42.6 KB
Loading
12.9 KB
Loading

discuss/media/system_parameters.png

58.5 KB
Loading

discuss/mentions.rst

Lines changed: 35 additions & 7 deletions
Original file line numberDiff line numberDiff line change
@@ -1,10 +1,38 @@
1-
:banner: banners/discuss.jpg
1+
===================================================
2+
How to grab attention of other users in my messages
3+
===================================================
24

3-
========
4-
Mentions
5-
========
5+
You can **mention** a user in a channel or chatter by typing
6+
**@user-name**. Mentioning a user in the chatter will set them as a
7+
follower of the item (if they are not already) and send a message to
8+
their inbox. The item containing the mention will also be bolded in the
9+
list view. Mentioning a user in a channel will send a message to their
10+
inbox. You cannot mention a user in a channel who is not subscribed to
11+
the channel. Typing **#channel-name** will provide a link to the
12+
mentioned channel in either a chatter or another channel.
613

7-
.. toctree::
8-
:titlesonly:
14+
Direct messaging a user
15+
=======================
16+
17+
**Direct messages** are private messages viewable only by the sender
18+
and recipient. You can send direct messages to other users from
19+
within the Discuss module by creating a new conversation or
20+
selecting an existing one from the sidebar. Direct messages can be
21+
sent from anywhere in Odoo using the speech bubble icon in the top
22+
bar. The online status of other users is displayed to the left of
23+
their name. A **green dot** indicates that a user is Online, an
24+
**orange dot** that they are Idle, and a **grey dot** that they are
25+
offline.
26+
27+
Desktop notifications from Discuss
28+
==================================
29+
30+
You can choose to see **desktop notifications** when you receive a
31+
new direct message. The notification shows you the sender and a
32+
brief preview of the message contents. These can be configured or
33+
disabled by clicking on the gear icon in the corner of the
34+
notification..
35+
36+
.. image:: media/discuss06.png
37+
:align: center
938

10-
mentions/mentions

discuss/mentions/mentions.rst

Lines changed: 0 additions & 38 deletions
This file was deleted.

discuss/monitoring.rst

Lines changed: 24 additions & 7 deletions
Original file line numberDiff line numberDiff line change
@@ -1,10 +1,27 @@
1-
:banner: banners/discuss.jpg
1+
====================================================
2+
How to be responsive at work thanks to my Odoo inbox
3+
====================================================
24

3-
==========
4-
Monitoring
5-
==========
5+
Use the **Inbox** in Discuss app to monitor updates and progress
6+
on everything you do in Odoo.
7+
Notifications and messages from everything you follow or in
8+
which you are mentioned appear in your inbox.
9+
10+
.. image:: media/discuss04.png
11+
:align: center
12+
13+
You can keep an eye on your **Inbox** from any screen.
14+
15+
.. image:: media/inbox.png
16+
:align: center
17+
18+
Marking an item with a check marks the message as **read** and removes it
19+
from your inbox. If you would like to save an item for future reference
20+
or action, mark it with a star to add it to the **Starred** box. You can
21+
star any message or notification in Discuss or any of the item-specific
22+
chatters throughout Odoo to keep tabs on it here.
23+
24+
.. image:: media/discuss05.png
25+
:align: center
626

7-
.. toctree::
8-
:titlesonly:
927

10-
monitoring/monitoring

discuss/monitoring/monitoring.rst

Lines changed: 0 additions & 27 deletions
This file was deleted.

discuss/overview.rst

Lines changed: 13 additions & 8 deletions
Original file line numberDiff line numberDiff line change
@@ -1,10 +1,15 @@
1-
:banner: banners/discuss.jpg
1+
=======================
2+
Why to use Odoo Discuss
3+
=======================
24

3-
========
4-
Overview
5-
========
5+
Odoo Discuss is an easy to use messaging app for teams that brings all
6+
your organization's communication into one place and seamlessly
7+
integrates with the Odoo platform. Discuss lets you send and receive
8+
messages from wherever you are in Odoo as well as manage your messages
9+
and notifications easily from within the app. Discuss allows you to
10+
create **channels** for team chats, conversations about projects,
11+
meeting coordination, and more in one simple and searchable
12+
interface.
613

7-
.. toctree::
8-
:titlesonly:
9-
10-
overview/overview
14+
.. image:: media/discuss01.png
15+
:align: center

discuss/overview/overview.rst

Lines changed: 0 additions & 15 deletions
This file was deleted.

0 commit comments

Comments
 (0)
0