Skip to Content

CRM Auto Assign Responsible by Email

by
Odoo
v 15.0 Third Party 2
Download for v 15.0 Deploy on Odoo.sh
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
LicenseLGPL-3
Websitehttps://kitworks.systems/
You bought this module and need support? Click here!
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
LicenseLGPL-3
Websitehttps://kitworks.systems/

CRM Auto Assign Responsible by Email

License: LGPL-3 Kitworks Systems


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

  1. When an email is received and processed to create a CRM lead
  2. The module searches for active users whose email matches any of the recipients
  3. Priority order:
    • First checks recipients in the 'to' field
    • Then checks the 'recipients' field (includes CC, BCC, etc.)
  4. If a matching user is found, they are assigned as the responsible user
  5. If no matching user is found, the lead is created without a responsible user (standard behavior)

Technical Details

  • Overrides the message_new method in the crm.lead model
  • Uses email_normalize for proper email matching
  • Includes comprehensive logging for troubleshooting
  • Maintains compatibility with standard CRM workflow

Contacts

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author, please use the developer contact information. They can usually be found in the description.
Please choose a rating from 1 to 5 for this module.