diff --git a/content/applications/general/companies/digest_emails.rst b/content/applications/general/companies/digest_emails.rst index c737dd96cf..e82d126aa1 100644 --- a/content/applications/general/companies/digest_emails.rst +++ b/content/applications/general/companies/digest_emails.rst @@ -5,11 +5,10 @@ Digest emails *Digest Emails* are periodic snapshots sent via email to users in an organization that include high-level information about how the business is performing. -To start sending digest emails, begin by navigating to :menuselection:`Settings app --> Statistics +To start sending digest emails, begin by navigating to :menuselection:`Settings app --> Emails section`, activate the :guilabel:`Digest Emails` feature, and click :guilabel:`Save`. -.. image:: digest_emails/digest-email-settings.png - :align: center +.. image:: digest_emails/digest-email-settings-screenshot.png :alt: Digest Emails section inside General Settings. A variety of settings can be configured for digest emails, such as: @@ -29,8 +28,8 @@ A variety of settings can be configured for digest emails, such as: When creating duplicates of databases that have sending capabilities (not testing-mode), the digest emails continue to send from the duplicate database, unless deactivated. - To deactivate the digest email, navigate to :menuselection:`Settings --> Statistics section`. - Then, deactivate the :guilabel:`Digest Emails` feature, by un-ticking the checkbox, and clicking + To deactivate the digest email, navigate to :menuselection:`Settings --> Emails section`. Then, + deactivate the :guilabel:`Digest Emails` feature, by un-ticking the checkbox, and clicking :guilabel:`Save`. See the section on :ref:`digest-emails/deactivate`. .. _digest-emails/customize-digest: @@ -39,8 +38,8 @@ Customize default digest email ============================== To customize the default digest email (*Your Odoo Periodic Digest*), go to :menuselection:`Settings -app --> Statistics section --> Digest Email field`. Then, select :guilabel:`Your Odoo Periodic -Digest`, and click on the :guilabel:`↗️ (External link)` icon, next to the drop-down menu selection. +app --> Emails section --> Digest Email field`. Then, select :guilabel:`Your Odoo Periodic Digest`, +and click on the :guilabel:`↗️ (External link)` icon, next to the drop-down menu selection. A pop-up window appears, and presents a variety of editable settings, which include: @@ -59,8 +58,7 @@ A pop-up window appears, and presents a variety of editable settings, which incl costs to the database subscription are incurred should *Studio* need to be installed. See this section on :ref:`digest-emails/custom-kpi`. -.. image:: digest_emails/periodic-digest.png - :align: center +.. image:: digest_emails/periodic-digest-screenshot.png :alt: Customize default Digest Email settings and custom KPIs. .. _digest-emails/deactivate: @@ -69,19 +67,16 @@ Deactivate digest email ======================= To manually deactivate an individual digest email, first navigate to :menuselection:`Settings app ---> Statistics section`, and click :guilabel:`Configure Digest Emails`. Then, select the desired -digest email from the list that should be deactivated. +--> Emails section`, and click :guilabel:`Configure Digest Emails`. Then, select the desired digest +email from the list that should be deactivated. Then, click :guilabel:`Deactivate`. -Next, click :guilabel:`DEACTIVATE FOR EVERYONE` to deactivate the digest email for everyone, or -:guilabel:`UNSUBSCRIBE ME` to remove the logged in user from the mailing list. These buttons are -located in the top menu, just above the :guilabel:`Digest Name`. Manually send digest email ========================== -To manually send a digest email, first navigate to :menuselection:`Settings app --> Statistics -section`, and click :guilabel:`Configure Digest Emails`. Then, select the desired digest email, and -click :guilabel:`SEND NOW`. This button is located in the top menu, just above the :guilabel:`Digest +To manually send a digest email, first navigate to :menuselection:`Settings app --> Emails section`, +and click :guilabel:`Configure Digest Emails`. Then, select the desired digest email, and click +:guilabel:`SEND NOW`. This button is located in the top menu, just above the :guilabel:`Digest Name`. .. _digest-emails/kpis: @@ -92,8 +87,8 @@ KPIs Pre-configured :abbr:`KPIs (key performance indicators)` can be added to the digest email from the :guilabel:`KPIs` tab of the digest email template form. -First, navigate to :menuselection:`Settings app --> Statistics section`, and click -:guilabel:`Configure Digest Emails`. +First, navigate to :menuselection:`Settings app --> Emails section`, and click :guilabel:`Configure +Digest Emails`. Then, select the desired digest email, and open the :guilabel:`KPIs` tab. @@ -104,43 +99,46 @@ are added (or deselected), click :guilabel:`Save`. The following :abbr:`KPIs (key performance indicators)` are available in the :guilabel:`KPIs` tab on a digest email template form out-of-box in Odoo: -.. image:: digest_emails/oob-kpis.png - :align: right - :alt: KPIs listed in the out-of-box digest email. - :guilabel:`General` - :guilabel:`Connected Users` - :guilabel:`Messages` -:guilabel:`Project` - - :guilabel:`Open Tasks` - -:guilabel:`Recruitment` - - :guilabel:`Employees` - :guilabel:`CRM` - - :guilabel:`New Leads/Opportunities` + - :guilabel:`New Leads` - :guilabel:`Opportunities Won` -:guilabel:`Sales` - - :guilabel:`All Sales` - - :guilabel:`eCommerce Sales` +:guilabel:`Project` + - :guilabel:`Open Tasks` -:guilabel:`Point of Sale` - - :guilabel:`POS Sales` +:guilabel:`Helpdesk` + - :guilabel:`Tickets Closed` :guilabel:`Live Chat` - :guilabel:`% of Happiness` - :guilabel:`Conversations handled` - :guilabel:`Time to answer (sec)` -:guilabel:`Helpdesk` - - :guilabel:`Tickets Closed` +:guilabel:`Sales` + - :guilabel:`All Sales` + - :guilabel:`eCommerce Sales` + +:guilabel:`Sales` + - :guilabel:`All Sales` + - :guilabel:`eCommerce Sales` :guilabel:`Invoicing` - :guilabel:`Revenue` - :guilabel:`Banks and Cash Moves` + +:guilabel:`Point of Sale` + - :guilabel:`POS Sales` + +:guilabel:`Recruitment` + - :guilabel:`Employees` + +:guilabel:`Custom` + .. _digest-emails/recipients: Recipients @@ -149,18 +147,18 @@ Recipients Digest email recipients are added from the :guilabel:`Recipients` tab of the digest email template form. -To add a recipient, navigate to :menuselection:`Settings app --> Statistics section`, and click +To add a recipient, navigate to :menuselection:`Settings app --> Emails section`, and click :guilabel:`Configure Digest Emails`. Then, select the desired digest email, and open the :guilabel:`Recipients` tab. -To add a recipient, click :guilabel:`Add a line`, and an :guilabel:`Add Recipients` pop-up window +To add a recipient, click :guilabel:`Add a line`, and an :guilabel:`Add: Recipients` pop-up window appears, with all available users to add as recipients. From the pop-up window, tick the checkbox next to the :guilabel:`Name` of the user(s), and click the :guilabel:`Select` button. -To remove a user as a recipient, click the :guilabel:`❌ (remove)` icon to the far-right of the user -listed in the :guilabel:`Recipients` tab. +To remove a user as a recipient, click the :icon:`fa-times` :guilabel:`(cancel)` icon to the +far-right of the user listed in the :guilabel:`Recipients` tab. Click :guilabel:`Save` to implement the changes. @@ -169,9 +167,8 @@ Click :guilabel:`Save` to implement the changes. Create digest emails ==================== -To create a new digest email, navigate to :menuselection:`Settings app --> Statistics section`, and -click :guilabel:`Configure Digest Emails`. Then, click :guilabel:`Create` to create a new digest -email. +To create a new digest email, navigate to :menuselection:`Settings app --> Emails section`, and +click :guilabel:`Configure Digest Emails`. Then, click :guilabel:`New` to create a new digest email. A separate page, with a blank digest email template appears, and presents a variety of editable settings, including: @@ -186,12 +183,11 @@ settings, including: - :guilabel:`Recipients` tab: add/remove users who receive the digest emails. See the section on :ref:`digest-emails/recipients`. -From there, give the digest email a :guilabel:`Digest Name`, specify :guilabel:`Periodicity`, -choose the desired :abbr:`KPIs (key performance indicators)`, and add :guilabel:`Recipients`, as -needed. +From there, give the digest email a :guilabel:`Digest Name`, specify :guilabel:`Periodicity`, choose +the desired :abbr:`KPIs (key performance indicators)`, and add :guilabel:`Recipients`, as needed. After clicking :guilabel:`Save`, the new custom digest email is available as a selection in the -:guilabel:`Digest Email` field, located in the :menuselection:`Settings app --> Statistics section`. +:guilabel:`Digest Email` field, located in the :menuselection:`Settings app --> Emails section`. .. _digest-emails/custom-kpi: @@ -220,11 +216,6 @@ In order to create additional fields, create two fields on the digest object: `_ for the `digest.py` file, which guides the programmer in the coding of the computed field. -.. seealso:: - Users can also click the :guilabel:`Recipients` tab, and then the vertical three-dot - :guilabel:`(kebab)` menu to edit this view. Either click :guilabel:`EDIT LIST VIEW` or - :guilabel:`EDIT FORM VIEW` to modify this tab. - Computed values reference table ------------------------------- diff --git a/content/applications/general/companies/digest_emails/digest-email-settings-screenshot.png b/content/applications/general/companies/digest_emails/digest-email-settings-screenshot.png new file mode 100644 index 0000000000..9cf0083b4f Binary files /dev/null and b/content/applications/general/companies/digest_emails/digest-email-settings-screenshot.png differ diff --git a/content/applications/general/companies/digest_emails/digest-email-settings.png b/content/applications/general/companies/digest_emails/digest-email-settings.png deleted file mode 100644 index 8313dba365..0000000000 Binary files a/content/applications/general/companies/digest_emails/digest-email-settings.png and /dev/null differ diff --git a/content/applications/general/companies/digest_emails/oob-kpis.png b/content/applications/general/companies/digest_emails/oob-kpis.png deleted file mode 100644 index c039a06099..0000000000 Binary files a/content/applications/general/companies/digest_emails/oob-kpis.png and /dev/null differ diff --git a/content/applications/general/companies/digest_emails/periodic-digest-screenshot.png b/content/applications/general/companies/digest_emails/periodic-digest-screenshot.png new file mode 100644 index 0000000000..4af0100940 Binary files /dev/null and b/content/applications/general/companies/digest_emails/periodic-digest-screenshot.png differ diff --git a/content/applications/general/companies/digest_emails/periodic-digest.png b/content/applications/general/companies/digest_emails/periodic-digest.png deleted file mode 100644 index 9785b3ef03..0000000000 Binary files a/content/applications/general/companies/digest_emails/periodic-digest.png and /dev/null differ