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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

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

Nejlepší odpověď

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

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Autor Nejlepší odpověď

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

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