Multi Company Email Communications (Multi-Company Email)

by
Odoo

$ 111.96

v 17.0 Third Party 19
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 202
Technical Name ous_multi_company_email
LicenseOPL-1
Websitehttps://www.openusersystems.com
Versions 15.0 17.0 16.0 14.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 202
Technical Name ous_multi_company_email
LicenseOPL-1
Websitehttps://www.openusersystems.com
Versions 15.0 17.0 16.0 14.0

  • Odoo Enterprise
  • Odoo Community

    • MULTI-COMPANY EMAIL COMMUNICATIONS

    Solution for seperate company email domain and signature identities

    This module allows creation of a company-wide email signature (HTML format). It also allows users to set a different outgoing email address and domain per-company that they belong to. When a user changes their current selected company (using the company switcher in the top right), this will force the system to use their chosen email address and also signature of the respective company. This allows people who belong to multiple companies within Odoo to represent them independently when sending emails externally.

    Strengths and features

    • Company specific email addresses per user, per company
    • Company specific email signature templates - Set once on the company and automatically used by users
    • This uses mail.template so able to create placeholders for res.user model
    • Overrides mail.catchall.domain by allowing users to set a field on the company for company specific catchall domains
    • Hides standard company headers and footers in default Odoo email template, replacing them with your own signature

    Installation steps

    1. BEFORE INSTALL: Take a full backup of your database. Your email signature will be replaced so ensure you keep a backup for all users.
    2. Download the module from the app store for your respective Odoo version. Place into your module folder and extract.
    3. From home screen, go to [Apps]. Choose [Update Apps List] from menu, then search for this module.
    4. Click button next to app to install.

    Email server configuration

    1. Login as Admin. Enable Debug mode
    2. Go to Settings > Technical > Outgoing Mail Servers
    3. Ensure you have setup mail servers for each company email domain correctly and also set the From Filter field to the domain name. This is used by Odoo since V15 to automatically detect the appropriate mail server depending on the sender email address and is essential. There should only be ONE server for each domain you wish to send from.
      4. Outgoing email

    Company signatures and catchall

    1. Go to Settings > Users & Companies > Companies
    2. On each of your companies, go to Multi-Company Email tab and choose an Email Signature Template. Note: There is a template included called [OUS: Multi Company Signature Template] which you should duplicate.
    3. [Odoo V16 or earlier]If you wish to override the catchall / notifications domain that Odoo uses, on the company set the Catchall Domain to your company domain. Note: If not set, Odoo will use the standard setting in System Parameters for mail.catchall.domain
      4. Company config

    User's email addresses and signatures

    1. Go to Users. For each user click to open them and verify their Default company and Allowed companies are set correctly.
    2. In the top right corner, ensure you have the desired company selected in the company switcher.
    3. For each user, edit their record and go to the Multi-Company Email tab. Change the Company Specific Email field to match the currently select company in the company switcher preference.
    4. Repeat all steps for every company listed in the switcher, and for every user on the system. Note: If you wish to export / import these in bulk, you can do so by using the list view of users and exporting in bulk the External ID, Name, Company Specific Email and then repeating for all companies by changing the company switcher one at a time. will have multiple exported CSV/XLSX sheets to import.
    5. Testing: As admin, click on your OWN currently logged-in user in the list of users, ensure that when you change the company switcher preference, your email address of the related partner record changes and also so does the signature shown in the Preferences tab. If all looks ok, proceed.
      6. User config

    Usage

    The module allows sending emails via the chatter as your currently selected company email domain identity, and will use the respective email signature also if set (company dependent).

    1. Ensure you have first setup your companies with signature templates and catchall domains then users emails for ALL companies and users on your Odoo system
    2. In either contacts, leads/opportunities, project tasks or any area that uses the Chatter, choose your desired company in the company switcher box (top right)
    3. Use the chatter [Send Message] as normal to send an email to an external address
    4. Note the email received by the external party will match the chosen company email domain (Sent From) and signature
    5. Note when you click reply on the external email you should see the corresponding company catchall domain is being used (if you set it earlier)
    Logo
    CONTACTS FOR SUPPORT
    Email: support@openusersystems.com
    Odoo Proprietary License v1.0

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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).

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    About the email alias
    by
    MIQUELINA
    on 5/15/24, 11:36 PM Confirmed Purchase

    Hello!  May I know if this app allows setting outgoing email alias for specific auto emails?
    For example:
    I have a domain (abc.com) for the company, when a customer completed a purchase on the company website, the order confirmation email will be sent by another domain (info@abc-shop.com) and any Q&A email from website Contact Us section will be also replied by info@abc-shop.com?
    Since I have different multi-companies and multi-websites accordingly.

    Thank you so much!

    Re: About the email alias
    by
    Chris Mann
    on 5/16/24, 2:41 AM Author

    Hi. This is not something I believe the module will fix as it is designed to be used only by actual human users when send mails manually.

    However you should be able to solve your issue by customising email templates and using an SMTP relay.

    Version Compatability
    by
    Joshua Nichols
    on 5/3/24, 1:34 AM

    Hi, 

    We are currently running V14, but I can only see V15, 16, 17 on here. 

    Will this still be compatable for V14?

    Re: Version Compatability
    by
    Chris Mann
    on 5/3/24, 2:29 AM Author

    Hi. No it is not v14 compatible as there were major Odoo changes between 14-15 that make it challenging. If you are still interested, please email sales@openusersystems.com and we can discuss.

    Version Compatability
    by
    Joshua Nichols
    on 5/3/24, 1:31 AM

    Hi, 

    We are currently running V14 but I can only see 15, 16, 17 listed. 

    Will this module still be compatable with V14?