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odoo accounting v14 pos v15
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No Notification or Easy Way to Track Email Replies from Customers

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ticketemailhelpdeskV16
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Hemanth

I am working on a Helpdesk application in Odoo v16 and have configured POP incoming mail using Gmail (for temporary testing).

Current behavior:

  • When a helpdesk ticket is created and a message is sent from the chatter, the customer receives an email.

  • When the customer replies to that email, the response is correctly logged back in the ticket chatter.

  • So the incoming mail configuration is working fine.

Problem I’m facing:

When there are many tickets, there is:

  • No clear notification to indicate which ticket received a new customer reply

  • No easy way to sort or identify tickets that were recently responded to by customers

  • It becomes difficult for helpdesk agents to know who replied and when

The tickets with the reply should be moved to that top right? So that we would know what is updated...

Is there a way to enable or customize notifications when a customer replies via email? Can we add a filter or sorting option (e.g., “Last customer reply”, “Unread messages”, or “New response”)?

Any guidance, suggestions, or examples would be greatly appreciated.

Thanks in advance!

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Jaideep

You can create automated actions to change stage or set priority or send notification of a ticket. Do refer the below posts, might help define specific to your need

https://www.odoo.com/forum/helpdesk-29/re-open-ticket-helpdesk-181636

https://www.odoo.com/forum/helpdesk-29/automated-action-stage-update-169382

Hemanth
Author

Thank you Chris and Jaideep, I am using Odoo V16, and I don't find the option "Automatic Actions" in the settings (dev mode on).

Chris TRINGHAM

You may need to install the module “Automated Action Rules”.

First remove the “Apps” filter by clicking on the ‘X’:

Then search for “Automated”

If it’s not installed, click on ‘INSTALL’.

https://odootricks.tips/automated-actions/

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Intero Technologies GmbH, Chris Dominiak (Intero Technologies GmbH)
Best Answer

Hi Hemanth,

To be notified of customer messages, you must activate the “Follow All Teams Tickets” option in the Helpdesk Team settings and add the user accounts to be notified. Depending on their profile settings, these users will then receive either a message in Odoo or a notification email to the email address stored in the user's contact details.

If you are set as a follower on a record, you will always receive a notification when an email is sent or received. Responded tickets from customers are not moved to the top of the Kanban level by default—this can only be achieved by changing the priority on the respective ticket and can be done via an automatic action.

Regards,

Chris Dominiak

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