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:
- 客戶關係
- e-Commerce
- 會計
- 庫存
- PoS
- Project
- MRP
此問題已被標幟
2105
瀏覽次數
相關帖文 | 回覆 | 瀏覽次數 | 活動 | |
---|---|---|---|---|
|
1
9月 25
|
420 | ||
|
1
12月 23
|
2952 | ||
|
1
8月 23
|
1763 | ||
|
2
8月 23
|
2595 | ||
|
1
12月 23
|
4413 |
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!