| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
Discuss (mail)
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| Community Apps Dependencies | Show |
| Lines of code | 2197 |
| Technical Name |
oe_customer_mail_journal |
| License | OPL-1 |
| Website | https://odooengineering.com |
| Versions | 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0 |
Customer Mail Journal
Audit every customer email, expose engagement trends, and trigger Treys.ai coaching without leaving the Customer form.
Enhanced Features in This Version
Professional Capabilities for Your Business
Combined Messages Smart Button
Open a unified list of messages using an OR domain across recipients and senders for complete context in one click.
Key Features & Capabilities
Everything you need for professional operations
Dual Direction Counters
Separate stat buttons for sent and received messages with real-time counts that respect aliases and CC recipients.
Treys.ai Conversation Summaries
Queue AI jobs directly from the customer header to summarize threads, surface intent, and recommend follow-up actions.
Alias & CC Tracking Fields
Capture alternate email addresses and shared inboxes so outbound matching continues to work when teams rotate.
Contextual Tooltips
Hover over stat buttons to see guidance, thresholds, and best next steps with fast-loading backend enhancements.
One-Click Message Views
Launch filtered mail.message lists without building domains manually-perfect for audits, escalations, and finance reviews.
Engagement Health Indicator
Visual styling highlights low or high conversation volume so reps know when to reach out or calm down an overworked inbox.
Audit-Ready Logging
Detailed server-side logging tracks every action for compliance reviews and SOC readiness.
Multi-Company Safe
Respects standard Odoo record rules ensuring message access never bleeds across business units.
Ready for Helpdesk & Sales
Works across CRM, Accounting, and Helpdesk teams so every department can validate communications quickly.
API-Ready AI Payloads
Structured dictionaries from each AI job make it simple to plug results into dashboards or downstream automations.
What's Included
Core Features
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Additional Components
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Global Language Support (20+)
Available in 20+ languages: es_ES, fr_FR, it_IT, pt_BR, nl_NL, da_DK, de_DE, pl_PL, ar_001, zh_CN, ru_RU, ja_JP, tr_TR, id_ID, th_TH, vi_VN, ko_KR, pt_PT, sv_SE, cs_CZ.
How to Use This Module
Step-by-Step Instructions to Get Started
Installation & Setup
- Install the module: Go to Apps -> Search for "oe_customer_mail_journal" -> Click Install
- Configure permissions: Ensure users belong to desired CRM, Sales, or Helpdesk groups with mail.message access
- Initial configuration: Open a customer record and populate Email, Email Alias, and CC Emails as needed
Basic Usage
- Creating records: Maintain customer contacts in Contacts -> Customers with accurate email addresses
- Managing data: Use the "Sent Mails" and "Received Mails" buttons to review filtered conversations
- Using key features: Click "AI Analysis" in the header to queue a Treys.ai insight job for the current customer
- Generating reports: Export filtered message lists or leverage mail.message views for audit exports
Tips & Best Practices
- Add shared mailboxes to the CC Emails field so outbound counts remain accurate
- Encourage teams to click AI Analysis after major interactions for automated coaching
- Use chatter followers to subscribe managers who should watch message flow
- Combine with oe_mail_journal for organization-wide communication analytics
Important Notes
Ensure mail gateways are configured so Odoo records inbound and outbound messages. Multi-company deployments should review mail.message record rules before granting broad access.
Frequently Asked Questions
Q: Which Odoo versions are supported?
A: Odoo 12.0 through 19.0 Community and Enterprise. The module depends on base, mail, web, and oe_ai_job_base.
Q: Do we need to enable Treys.ai separately?
A: Install oe_ai_job_base (included in our suite). Then configure your preferred AI provider or use Treys.ai defaults through the shared credentials wizard.
Q: Will this reveal messages users should not access?
A: The module respects existing mail.message ACLs and record rules. If users cannot open a specific thread today, the buttons will obey those same permissions.
Launch Demo Instance
Explore Customer Mail Journal in a live environment
Try It NowProudly American-Owned & Operated
Built for American Businesses First
At Odoo Engineering, we understand the unique needs of American businesses. Our modules are designed with clear, English-first terminology and workflows that align with US business practices, while maintaining universal accessibility for companies worldwide.
Why Choose Odoo Engineering
| Professional Excellence Enterprise-grade modules built to the highest standards | 90-Day Warranty Full support and bug fixes guaranteed | Clear Documentation English-first terminology that everyone understands |
| US Business Hours Support when American businesses need it most | Clean Code Well-documented, easily extensible modules | Expert Team Dedicated professionals focused on your success |
Quality Odoo modules that are easily extended at reasonable prices â that's the Odoo Engineering promise.
Complete AI Business Intelligence Suite
Powered by our open-sourced oe_ai_job_base framework - Build or Buy AI Extensions
This module is part of our AI Business Intelligence ecosystem. Purchase individual modules or contact us for custom AI solutions built on this proven framework.
Data CleanerAuto-fixes addresses, names, phones with smart AI rules |
Message AnalysisSentiment, urgency, and topic extraction for partners |
Advanced SearchNatural language queries across your database |
QuickBooks BridgeAI-guided sync with QuickBooks Online |
Want something custom? We build AI integrations tailored to your business.
Support & Services
Get HelpNeed assistance? Our support team is here to help with installation, configuration, and troubleshooting. Contact Support |
Custom DevelopmentLooking for custom features or integrations? We offer professional Odoo development services. Request Quote |
Ready to Get Started?
Install Customer Mail Journal today and experience the difference quality makes.
Launch Demo Get in Touch© 2025 Odoo Engineering. All rights reserved.
Professional Odoo modules built with excellence in the USA.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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