Adds the possibility to attach emails from a certain IMAP folder to objects, ie partners. Matching is done via several algorithms, ie email address, email address's domain or the original Odoo algorithm.
This gives a simple possibility to archive emails in Odoo without a mail client integration.
Table of contents
In your fetchmail configuration, you'll find a new list field
Folders to monitor. Add your folders here in IMAP notation (usually
something like INBOX.your_folder_name.your_subfolder_name), choose a
model to attach mails to and a matching algorithm to use.
Fill in a field to search for the email address in Field (model).
For partners, this would be email. Also fill in the header field
from the email to look at in Field (email). If you want to match
incoming mails from your customers, this would be from. You can also
list header fields, so to match partners receiving this email, you might
fill in to,cc,bcc.
Match the domain of the email address(es) found in Field (email).
This would attach a mail to test1@example.com to a record with
Field (model) set to test2@example.com. Given that this is a
fuzzy match, you probably want to check Use 1st match, because
otherwise nothing happens if multiple possible matches are found.
This is stricly speaking no matching algorithm, but calls the model's standard action on new incoming mail, which is usually creating a new record.
A widespread configuration is to have a shared mailbox with several
folders, i.e. one where users drop mails they want to attach to
partners. Let this folder be called From partners. Then create a
folder configuration for your server with path "INBOX.From partners"
(note the quotes because of the space, this is server dependent). Choose
model Partners, set Field (model) to email and
Field (email) to from. In Domain, you could fill in
[('customer', '=', True)] to be sure to only match customer records.
Now when your users drop mails into this folder, they will be fetched by
Odoo and attached to the partner in question. After some testing, you
might want to check Delete matches in your folder configuration so
that this folder doesn't grow indefinitely.
Another way to prevent having to process ever more messages from the folder to read is to automatically move all processed messages to an archive folder that can be specified.
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
- Therp BV
- Holger Brunn hbrunn@therp.nl
- Ronald Portier ronald@therp.nl
- Alexandre Fayolle alexandre.fayolle@camptocamp.com
This module is maintained by the OCA.
OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.
Current maintainer:
This module is part of the OCA/server-tools project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.