CRM Auto Assign Responsible by Email
CRM Auto Assign Responsible by Email
Automatic assignment of responsible user based on email recipient
Description
This module automatically assigns a responsible user to CRM leads created from incoming emails based on the email recipient.
Features
- Automatically assigns responsible user based on email recipient
- First searches for users with matching email addresses in the 'to' field
- If no match is found in the 'to' field, searches in the 'recipients' field
- Only assigns active users
- Preserves existing CRM behavior when no matching user is found
- Detailed logging for debugging purposes
How it works
- When an email is received and processed to create a CRM lead
- The module searches for active users whose email matches any of the recipients
- Priority order:
- First checks recipients in the 'to' field
- Then checks the 'recipients' field (includes CC, BCC, etc.)
- If a matching user is found, they are assigned as the responsible user
- If no matching user is found, the lead is created without a responsible user (standard behavior)
Technical Details
- Overrides the
message_newmethod in thecrm.leadmodel - Uses
email_normalizefor proper email matching - Includes comprehensive logging for troubleshooting
- Maintains compatibility with standard CRM workflow
Contacts
- https://kitworks.systems/
- info@kitworks.systems
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 37 |
| Technical Name |
kw_crm_responsible_by_recipient |
| License | LGPL-3 |
| Website | https://kitworks.systems/ |
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