| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 2627 |
| Technical Name |
xopgi_useful_messages |
| License | OPL-1 |
| Versions | 15.0 16.0 17.0 |
Useful Messages
The application enables users to copy and move messages between objects and to create a new object from a message, with the option to transfer that message as well.
Key Highlights
Copy/Move Messages
The features copy and move emails from one object to another allows users to transfer received messages efficiently and effectively, placing them in the appropriate conversations.
Create a New Object
Creating a new object from a message further simplifies information management. Authorized users can quickly and easily generate a new object from a relevant message, including the message in the conversation of the new object.
Copy/Move Messages
Reuse message or relocate message to optimize workflow
Selecting the Message
1. Go to the shared area of the item where the message is located and look through the history to find the message you want.
2. Mouse over the message and click the "Copy" icon. Please note that this icon appears only in conversations initiated by users.
For example, in the CRM module, a salesperson can search for a message related to a conversation with a prospective client regarding a change request. Once located, the salesperson can click on the "Copy Email" function to transfer that relevant information to the project task where confirmation is needed. By duplicating the email, the valuable information from the message becomes accessible in both spaces: the received email in the Sales Opportunity and the duplicated message in the Project Task.
Select the Destination Object
3. Select the model and the record where you want to place the message.
4. Click "Confirm" to copy the message to the selected object.
A salesperson may need to relocate an email received in an opportunity to a Sales Order under negotiation.
Using the "Copy" function, you can copy the message from an Opportunity to a Sales Order. By duplicating the message, the system attaches it to the selected Sales Order, ensuring that all information is centralized.
Indicate Whether You Want to Move the Message to the Destination Object
4. Users with permission to move messages can uncheck the "Preserve Original Message" option if they wish to move the message to the destination object.
5. Click "Confirm" to relocate the message to the selected record.
Moving email to the appropriate record allows for reordering communications that may have mistakenly arrived in other areas. This helps reorganize information to optimize action tracking in the object where it is relevant. For example, reorganizing purchase messages in Purchase Orders is vital for managing the purchasing negotiation.
The Message Appears in the History of the Destination Object’s Shared Space
This allows all team members to easily access the historical conversation, improving collaboration and communication within the project. For example, the development team can review the message and better understand the client's expectations, facilitating a delivery that is more aligned with their needs.
Create an Object from a Message
Selecting the Message
1. Go to the shared area of the item where the message is located and look through the history to find the message you want.
2. Hover over the message and click the "Create New Document" icon. This icon is only displayed in user-generated conversations.
For example, in the CRM module, a salesperson can search for a message related to a conversation with a potential client about new products. The salesperson can create a new Project task, transferring the relevant information needed to complete the task, whether it’s for market research or new product design.
Select the Destination Object
3. Select the model type of the object you wish to create.
4. Click "Confirm" to create the new record along with the message embedded in the messaging history.
A salesperson might need the information received in an opportunity related to a Sales Order under negotiation. Using the "Copy" function, they can copy the message from an Opportunity to a Sales Order. When creating the new Sales Order, the system attaches the duplicated message to the messaging history, ensuring that valuable information is available for preparing the budget negotiation.
The Message Appears in the History of the New Object’s Shared Space
Enable Permissions
Users with the appropriate permissions can transfer messages between objects, enabling efficient and organized information management in a collaborative work environment.
Enable the "Copy Messages" permission for users authorized to transfer information between objects.
1. In the "Access Rights > Tools" section for the user, check the "Copy Messages" permission.
To allow users to create new objects from a message, assign the "Create New Document from Existing Messages" permission.
2. In the "Access Rights > Tools" section for the user, check the "Create New Document from Existing Messages" permission.
For a user to be able to move an email to the destination object, the "Move Messages" permission must be granted.
3. In the "Access Rights > Tools" section for the user, check the "Move Messages" permission.
This permission includes the "Copy Messages" permission.
For a user to create new objects from a message by moving the email to the destination object, both "Create New Document from Existing Messages" and "Move Messages" permissions must be assigned.
4. Assign the "Create New Document from Messages" and "Move Messages" permissions to enable the message moving function.
Version 1.4 |Released on: 3th January, 2025
Useful Messages for Odoo 17
License: OPL-1
Author: "Merchise Autrement [~º/~] and Contributors"
Support
%201.svg?3f49b8f)
Need Help?
https://www.merchise.org/contactus
Got questions or need help? Get in touch.
Copy links:
https://www.merchise.org/general-consolidatehttps://www.merchise.org/contactus
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.
Please log in to comment on this module