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Picture

Hi,

I have 2 questions regarding this picture:

  1. is there a way to have the email "sent" by the actual person sending it and not by the salesman?
  2. As you can see in the picture it automatically sends it to 3 people. I only need it sent to the Bill To. In the email templates I see it goes to objects.partners but not sure where that is or if I am in the right place.

Thank you

الصورة الرمزية
إهمال

What version of Odoo are you running exactly (see bottom of Settings -> General Settings)?

الكاتب

v18

أفضل إجابة

1. Why does the email show the salesperson as the sender?

Because in the email template, the From field is set to the Salesperson by default.

✅ To fix this:

  • Go to Settings → Technical → Email → Templates .
  • Open the template (for invoices it is usually Invoice: Sending ).
  • In the field , you will see something like:
${(object.invoice_user_id.email_formatted or object.company_id.email_formatted or user.email_formatted)}

Here, object refers to the current record (invoice, sales order, etc.).

You can replace or extend this with any other field you prefer, for example:

 

Plain Text

${user.email_formatted}

 

→ sends from the logged-in user.

 

Plain Text

${object.custom_sender_field}

 

→ sends from a custom field if you have one on the model.

2. Why does the email go to 3 people instead of only one?

Because the email template is sending to all followers of the document (they are automatically added in the chatter).

✅ To fix this:

  •  Go to the document (Invoice / Sales Order) → open the Chatter panel on the right-hand side → under Followers , remove the extra people you don't want.


If you have any questions, feel free to reach out to us

Hope this helps!


Thanks & Regards,

Email : odoo@aktivsoftware.com

الصورة الرمزية
إهمال
الكاتب أفضل إجابة

Hi,


For the first part, I am in the template. the original From field contains:

{{ (object.invoice_user_id.email_formatted or user.email_formatted)}}

so for me to make it send from the logged in user I would change it to:

{{ (object.invoice_user_id.email_formatted or ${user.email_formatted})  }}

This gives me an invalid operation  error though? 


For the second part, is there a way to make it default for everyone Just to send it to the Bill To and no one else. If I need to add a follower for 1 invoice I can easily.

Thank you for you help

الصورة الرمزية
إهمال
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