Hello Guys!
I got a task that I have to track every email that a salesperson sends to client from his inbox in odoo.
Let's suppose We have a client lead in out CRM.
We just wanted to log every email send by saleperson to that client.
By the way I'm using odoo15
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Księgowość
- Zapasy
- PoS
- Project
- MRP
To pytanie dostało ostrzeżenie
2079
Widoki
Podoba Ci się ta dyskusja? Dołącz do niej!
Stwórz konto dzisiaj, aby cieszyć się ekskluzywnymi funkcjami i wchodzić w interakcje z naszą wspaniałą społecznością!
Zarejestruj sięPowiązane posty | Odpowiedzi | Widoki | Czynność | |
---|---|---|---|---|
|
1
wrz 25
|
395 | ||
|
1
gru 23
|
2909 | ||
|
1
sie 23
|
1741 | ||
|
2
sie 23
|
2543 | ||
|
1
gru 23
|
4365 |
Since chatter sends email, why not send the emails via the contact chatter? When you select the full pop-out button in the "send message" box, you even get the choice to select an email template. So, you could design a template that looks like any other email from a sales person and have the sales team use that every time they contact a client, and everything will be tracked in the chatter.
Dear Shawn Wright,
We know we can track messages and emails send from odoo itself but what we want is that we wanted to track emails of the saleperson that he sends from his inbox suppose from outlook inbox to the client inside the clients lead!