| Technical Name |
partner_email_history
|
| License | OPL-1 |
Introduction
The Partner Email History module for Odoo 17.0 enables businesses to maintain a comprehensive history of all sent and received emails associated with each partner. This feature enhances communication tracking, streamlines customer relationship management, and ensures that all interactions are documented for future reference.
Key Features
Comprehensive Email History: View all emails sent to and received from a partner.
Smart Buttons: Access email history directly from the partner form view.
Integration with Discuss Module: Utilizes the Discuss (mail) module for email tracking.
User-Friendly Interface: Easy navigation and access to email history.
Search and Filter Options: Quickly find specific emails using search and filter functionalities.
Benefits
Improved Communication Tracking: Keep a detailed record of all email interactions with partners.
Enhanced Customer Relationship Management: Access email history to better understand partner needs and preferences.
Streamlined Operations: Reduce the time spent searching for email communications.
Increased Efficiency: Quickly retrieve relevant emails to assist in decision-making processes.
Better Collaboration: Share email histories with team members to improve collaboration.
Compatibility & Technical Details
Required Modules: Discuss (mail)
License: OPL‑1 (Odoo Proprietary License)
Technical Name: partner_email_history
Installation Steps:
Install the Discuss (mail) module.
Install this module using its technical name.
Access the partner form view to utilize the email history feature.
Configure user access rights to ensure appropriate permissions.
Test the functionality by sending and receiving emails to verify tracking.
Emails and Messages History of Customer/Vendor/Contact/Partner
Customer/Supplier/Contact Emails and Messages History
Emails and Messages History on Partner form in Odoo
Main Features:
- This app will allow your internal users to show emails and messages history of customers/suppliers/contacts (res.partner form in Odoo). Please note that outgoing and incoming email history will be listed on clicking buttons as shown in below screenshots.
- The app adds Emails and Received Emails buttons on the customer/vendor/partner/contact form view of Odoo standard.
- This app adds buttons for sending emails and receiving emails on customer, vendor, and contact form view of Odoo standards.
- Security: Sales All Leads Group and Sales Manager group can able to view buttons.
- For more details please see the below screenshots and watch the video.
Edition Compatibility:
Enterprise Odoo.sh Community
Sent Emails and Received Emails Buttons on Customer/Supplier/Partner Form (Odoo Standard)
After Clicking On 'Sent Emails' Button
List view
After Clicking On 'Sent Mails' Button
Form view
After Clicking on the 'Received Mails' Button
List view
After Clicking on 'Received Mails' Button
Form view
Contact / Support
Introducing
Probuse Consulting Services Pvt. Ltd.
If you need any help or want more additional features, you may contact us through:
Email:
[email protected]
Website:
www.probuse.com
Skype: mustufa_probuse
Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.
Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.
Our Services
-
Odoo Implementation
-
Odoo Support
-
Odoo Customization
-
Odoo Migration
-
Odoo Training
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.