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  1. APPS
  2. Discuss
  3. Email Management in Odoo v 18.0
  4. Sales Conditions FAQ

Email Management in Odoo

by Reliution https://www.reliution.com/
Odoo

$ 98.90

v 18.0 Third Party
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Calendar (calendar)
• Discuss (mail)
Lines of code 4585
Technical Name rcs_odoo_mail_management
LicenseAGPL-3
Websitehttps://www.reliution.com/
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Calendar (calendar)
• Discuss (mail)
Lines of code 4585
Technical Name rcs_odoo_mail_management
LicenseAGPL-3
Websitehttps://www.reliution.com/

Email Inbox & Mail Configuration Dashboard in Odoo

Transform your Odoo experience with the Email Inbox & Mail Configuration Dashboard, an all-in-one solution designed to streamline all your email communication directly within your Odoo environment. This intuitive app provides a familiar interface with essential folders like Inbox, All Mail, Sent, Starred, Archived, and Trash, making it easy for users to manage their emails without ever leaving Odoo. By integrating your email workflow, you can handle sales order confirmations, purchase details, invoices, bills, stock picking updates, and general correspondence in one centralized location.

Say goodbye to switching between multiple applications. This app is designed to help your team, from sales to procurement to HR, stay connected with customers, vendors, and colleagues efficiently. The Mail Configuration dashboard makes set up a breeze, allowing you to quickly connect your Outgoing Mail Server and Incoming Mail Server to begin sending and receiving emails seamlessly.

This powerful tool not only boosts productivity by consolidating communication but also enhances your ability to track and manage all business interactions. With this app, your my email inbox and all your critical business communications are accessible right from your Odoo dashboard, giving you a complete overview of your operations.

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Copy Link : https://www.reliution.com/contact-us-odoo-development/

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configuration_icon Features
configuration_icon Setup
configuration_icon Workflow

Hot Features


Integrated Inbox Dashboard:

Access your my email inbox and other folders like Sent, Starred, and Trash directly within Odoo.

Centralized Communication:

Facilitate email correspondence with customers (sales), vendors (purchases), and employees without leaving the Odoo platform.

Simple Mail Configuration:

Easily set up your Incoming Mail Server and Outgoing Mail Server through a user-friendly dashboard.

One Click Fetching:

Use Fetch now or Fetch mail by date to instantly retrieve new emails.

Multi-Purpose Use:

Share and track essential documents like invoices, purchase orders, and meeting updates via email from within Odoo.

Seamless User Integration:

Connect your Mail ID to your user profile for a personalized email experience.

Compose & Reply Functionality:

Draft new emails or reply to existing ones with a familiar Compose function.

Detailed Features

Unified Email Dashboard: This app creates a dedicated dashboard within Odoo that acts as your shared inbox. You'll find all your essential email folders, including Inbox, All Mail, Sent, Starred, Archived, and Trash, mirroring the structure of popular email clients. This clean and organized interface helps users manage their daily correspondence efficiently, ensuring no important message is missed.
Comprehensive Mail Configuration: Before you can send or receive emails, the app requires a simple, one-time setup. The Mail Configuration menu guides you through setting up your Outgoing Mail Server first, followed by your ?Incoming Mail Server. This process is straightforward, requiring you to enter the server Name, Username, and Mail ID. Once configured, you can test the connection to ensure everything is working correctly.
Effortless Email Management & Fetching: Once your servers are configured, you can manually fetch emails whenever you need them. The Fetch now button retrieves all new mail, while Fetch mail by date allows you to specify a timeframe for fetching. All received emails appear in your Inbox and can be moved to other folders as needed, giving you full control over your communication history.
Streamlined User Integration: To ensure a personalized experience, the app connects your user profile to the email servers. By linking your personal email address to your Odoo user record, you enable the system to send and receive emails on your behalf, making it feel like a truly native part of your Odoo experience.

Set Up

Download & Install: First, download the "Email Inbox & Mail Configuration Dashboard" app from the Odoo App Store.
The app will be visible on your Odoo dashboard upon installation.
Configure Outgoing Mail Server: Navigate to the Mail Configuration menu and configure your Outgoing Mail Server first.
Password Generation Steps:

Open a browser, go to test@gmail.com and sign in.
Tap the menu (or swipe) and go to Security >> 2-Step Verification to ensure it’s on.
Back under Signing in to Google, tap App passwords.
Follow the same Create >> Select app/device >> Generate >> copy flow as above.
(Note: If using the Gmail mobile app, you normally don’t need an app password.)
Configure Incoming Mail Server: Next, configure your Incoming Mail Server with your specific details.
Update User Profile: Go to
Settings >> Users & Companies >> Users.
Select your user profile and then your Related Partner. Update the Email field with the same address you used for your incoming and outgoing mail servers

Work Flow

Verify Configuration: Go to your Incoming Mail Server settings and click the Test & Confirm button to ensure the connection is active.
Fetch Emails: Click Fetch now to pull all recent emails from the server, or use Fetch mail by date to retrieve emails from a specific time range.
View Your Inbox: The newly fetched emails will appear instantly on your main dashboard, within the Inbox folder.

Industry-Specific Use Cases

Sales-Driven Companies:
Sales teams can send quotes, sales order confirmations, and follow-up emails to customers directly from their Odoo system. This streamlines the sales process and ensures a complete communication history is tied to each lead or opportunity.
Procurement-Focused Businesses:
Procurement departments can manage all vendor communication, from sending purchase orders and RFQs to receiving bills and tracking deliveries, without leaving Odoo. This centralizes vendor communication and improves supply chain efficiency.
Internal Communication in Enterprises:
Businesses can use the app to manage internal email loops. Employees can share meeting updates, stock picking details, and general announcements, creating a centralized hub for all internal and cross-departmental communication.

Frequently Asked Questions (FAQs)

What is the first step in the setup process?

The very first step is to configure your Outgoing Mail Server within the Mail Configuration menu.

Can I fetch emails for a specific date range?

Yes, the app includes a Fetch mail by date option, allowing you to retrieve emails from a specific time period.

Is the new inbox view applied to all users automatically?

Yes, once configured, the new inbox dashboard is available to all users who have their email addresses set up in their user profiles, creating a consistent experience across your organization.

What is the first step in the setup process?

The very first step is to configure your Outgoing Mail Server within the Mail Configuration menu.

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