| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 60 |
| Technical Name |
eg_partner_mail |
| License | OPL-1 |
| Website | http://www.inkerp.com |
| Versions | 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 60 |
| Technical Name |
eg_partner_mail |
| License | OPL-1 |
| Website | http://www.inkerp.com |
| Versions | 16.0 17.0 18.0 19.0 |
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Partner Email
The Partner Email module for Odoo enhances the functionality of the user and product forms by adding smart buttons for easy access to email correspondence with contacts. These smart buttons, prominently featured on partner forms, provide a quick and organized overview of both incoming and outgoing emails, improving user experience and efficiency.
Features
Smart Buttons for Incoming & Outgoing Emails
The Partner Email module introduces two key buttons Incoming and Outgoingâon partner forms. These buttons display the number of emails sent and received from a specific contact, providing users with an at-a-glance overview of email interactions. The incoming button filters emails from the partner in the "From" field, while the outgoing button shows emails in which the partner's address appears in the "To" or "CC" fields.
Email Redirection for Quick Access
The email redirection feature takes users directly to a detailed list of emails associated with the contact. Clicking either the incoming or outgoing button on the partner form redirects users to an organized email list, where they can easily track and manage past communications. This functionality eliminates the need for time-consuming searching and ensures that users can access important email threads instantly.
Email Tracking and Categorization
The Partner Email module categorizes emails based on their relevance to a specific partner. The emails are grouped according to whether the partner appears in the "From," "To," or "CC" fields. This categorization streamlines email management and enables users to quickly identify and navigate relevant email conversations.
Screenshot
1.) User Form View
Displays the new "Incoming" and "Outgoing" smart buttons along with counters, allowing users to quickly see how many emails have been sent and received from this contact.
Navigation : Sales → Orders → Customers
2.) Product Form View (Incoming)
When the "Incoming" button is clicked, users are directed to a comprehensive list of all emails sent by the selected contact, facilitating quick access to past communications.
3.) User Form View (Incoming Email Tracking)
The "Incoming" button highlights emails in which the partner's email appears in the "From" field, enabling users to identify relevant incoming messages easily.
4.) Product Form View (Outgoing)
Clicking the "Outgoing" button takes users to a detailed list of emails received by the contact, providing visibility into all incoming correspondence.
5.) Product Form View (Outgoing Email Tracking)
The "Outgoing" button shows emails where the partner's email is listed in the "To," "To (Partners)," or "CC" fields, ensuring users have a complete overview of all outgoing communications associated with the contact.
User Guide
Teams
team@inkerp.com
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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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