Skip to Content
This question has been flagged
projectfollowermailmessagingcrm
3 Respostes
14063 Vistes
Avatar
Thibault Delavallee (tde)

In OpenERP V7, the Social Network module introduces an unified messaging system based on a subscription mechanism. What are the different ways of becoming a follower ? Are there any automatic subscription mechanism ?

Avatar
Descartar
Avatar
Thibault Delavallee (tde)
Autor Best Answer

Here are the different mechanisms to become a follower in OpenERP v7:

  • the Follow button on documents
  • you can invite partners to become followers of a document by clicking on the Invite button
  • the creator of a document is automatically added in the followers
  • the author of an incoming email (i.e. through the mail gateway) is automatically added as a follower of the related document, if the author is a known partner
  • using the automatic creation checkbox in OpenChatter to reply to an unknown email address. For example, a lead is created because someone wrote to sales@yourdomain. The email address is not associated to a partner. When replying to the customer, there will be a checkbox asking you if you want to create a partner with this email address, that will be added as follower to the document, as shown on following figure image description
  • in lead, opportunity, task, issue and recruitment, the responsible of the document (Salesman, Assigned To) is automatically added as follower
  • following a sales team will make you follower of all lead associated with this sales team
  • following a project will make you follower of all tasks or issues associated with this project
Avatar
Descartar
FASTER EMPLEO ETT SA, SANTIAGO SAN MARTIN

Hi, Any way to disable OpenChatter option in CRM module? We want to use this section only for logging internal messages and activity. I don´t want that any salesman make the mistake of inviting a customer when writing an internal message. Maybe it's possible to limit this using permissions?

Avatar
Denis Baranov
Best Answer

The following 2 modules significantly expand standard Odoo followers' functionality:

  1. https://apps.odoo.com/apps/modules/9.0/compoze_no_auto_subscribe/ - exclude default following of the object by recipients but let to do it manually

  2. https://apps.odoo.com/apps/modules/9.0/internal_thread/ - allow sending a message to selected users but not sending them to the followers (of any subscrption group)

Avatar
Descartar
Related Posts Respostes Vistes Activitat
customize the auto lead creation through incoming emails Solved
mail messaging crm fetchmail
Avatar
Avatar
Avatar
Avatar
Avatar
4
de des. 23
30822
Add followers and send email automatically (Odoo 14.0)
follower mail crm crm.lead
Avatar
0
de juny 22
4602
How can I manage my emails related to leads and opportunities?
mail messaging crm v7
Avatar
1
de març 15
20338
What is the _track proprerty of mail.thread model used for ?
follower mail messaging v7 track
Avatar
Avatar
Avatar
Avatar
4
de des. 22
31060
In project managment, where is the code that adds user to followers? Solved
project follower mail task odoo10
Avatar
Avatar
1
de jul. 19
4980