Standout Features

Standout Features

• Filters your emails Subject-wise.
• Fetches emails from your mail server via a one-time configuration.
• Automatically displays your filtered emails in a specified channel.
• Easy one-time configuration of incoming and outgoing servers.
• The filtered emails can only be seen and accessed by select group of users.
• Works woth both Enterprise and Community editions.

Exploring the module: (How to)

Exploring the module: (How to)

Configuration:

• Download and Install the app.
• Go to Settings; in the Discuss section, flag the box next to Custom Email Servers .
• Enter the domain name of email server in the field called Alias Domain and save the settings.
• Next step is to configure the incoming and outgoing email servers.

• Incoming Mail Server: Click on the Incoming mail server to access the mail server configuration form.

• Click the Create button and the following form opens. Enter the details

• Name: Enter the channel name created in discuss (explained later)
• Server Type: Select the server type IMAP Server as shown.
• Server Name: Enter the email server name.
• User Name: Enter the user name of your email server.
• Password: This must be the password of your email account to give access to your emails.
• SSL/TLS: Flag this box.
• Once these mandatory fields are filled press Test and Confirm and the stage changes to Confirmed, as shown

• Press the Fetch Now button to fetch the emails to Odoo.
• You can see the messages that are fetched successfully or failed to fetch in Action > Messages

• Outgoing Mail Server: Click on the Outgoing Mail Server to access the mail server configuration form.

• Click the Create button and the following form opens. Enter the details

• Description: Enter the channel name
• Connection Server: the SMTP domain name of the server.
• Connection Security: SSL/TSL
• Username: Your email server username
• Password: Your password.
• Once the details are entered press the Test Connection button to ensure the connection is working fine.

• Setting up the Channel:
• Go to Discuss and create a new channel by clicking the '+' sign as shown
• To configure the channel access the settings by clicking the ‘Gear’ icon.

• The following form appears.

• Enter the details as shown above.
• Make sure to specify the Mail Subject, this is the filter criterion through which the emails are fetched and filtered. A lack of subject would mean all the emails will be displayed.
• Members can be added to the group ie the ones who can access, view and send emails to this channel, via the Members tab, as shown below

• The emails only with the Filter Subject shown are displayed in the Discuss channel as shown.

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