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Odoo Advance Email Configurator

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Required Apps Discuss (mail)
Technical Name advanced_email_configurator
License OPL-1
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Technical Name advanced_email_configurator
License OPL-1

Introduction

The Odoo Advanced Email Configurator module is an innovative solution designed to streamline and secure the management of email servers within your Odoo environment. It empowers individual users to configure their own incoming and outgoing mail servers directly from their personal preferences, eliminating the need to share sensitive credentials with an administrator. This module enhances user privacy, simplifies the setup process, and provides advanced features like date-based email fetching and automatic configuration upon user creation. It's an essential tool for any organization looking to improve the efficiency, security, and user autonomy of their email communications in Odoo.

Key Features

  • Allows individual users to configure their own incoming (IMAP/POP) and outgoing (SMTP) mail servers.

  • Eliminates the need for users to share their email credentials with system administrators.

  • Provides an option to auto-generate and configure mail servers when a new user is created.

  • Fetches new emails based on the date and time of the last successful retrieval, preventing duplicates.

  • Prioritizes the user's self-configured mail server for sending emails.

  • Maintains the 'unread' status of emails when fetching them from the server.

  • Allows administrators to define and restrict which email providers users can configure.

  • Simplifies the configuration process by merging incoming and outgoing server settings in one place.

Benefits

  • Enhanced Security and Privacy: Users no longer need to compromise their privacy by sharing email passwords with admins.

  • Increased User Autonomy: Empowers users to manage their own email settings, reducing the administrative burden.

  • Improved Efficiency: Saves time and simplifies the setup process with a user-friendly interface and auto-generation options.

  • Reliable Email Fetching: Ensures no emails are missed in case of processing errors with intelligent, date-based retrieval.

  • Streamlined Communication: Ensures emails are sent from the user's own SMTP server, improving deliverability and professionalism.

  • Greater Control for Admins: Administrators can still control which email providers are permissible for configuration.

  • Simplified Setup: Consolidates mail server parameters into a single, easy-to-manage category within user preferences.

Compatibility & Technical Details

  • Required Modules: Discuss (mail)

  • License: OPL-1

  • Technical Name: advanced_email_configurator

  • Installation:

    1. After purchasing the module, download the provided zip file.

    2. Extract the contents to access the advanced_email_configurator folder.

    3. Copy this folder into your Odoo addons directory.

    4. In your Odoo instance, activate developer mode.

    5. Go to the 'Apps' menu and update the module list.

    6. Search for the module and click 'Install' to complete the setup.

Odoo Advance Email Configurator

  • arrow Odoo Advance Email Configurator helps to auto-configure the incoming and outgoing mail servers directly from the preferences.
  • arrow It makes convenient to use both the mail server parameters in one category.
  • arrow It also allows to fetch new emails (using IMAP) received from the last time they were downloaded and successfully processed, in addition to 'unread' status.
  • arrow In case of errors found during the processing of an email, Odoo will re-attempt to fetch the emails from the last date and time they were successfully received and processed.
  • arrow With this easy to use functionality, you will be able to save your precious time and quickly can access the mail servers.
  • arrow This module provides the functionality of prioritizing the mail server self configured by the user. However, if the mail server of user is not available then it will by default prioritize the existing mail servers.

Highlights

Privacy protection related with user's credentials.

The user has to share credentials (Password and ID) with the admin in order to configure the Email servers which used to be a privacy concern. But now that is solved as the user can configure the Emails without sharing the creds.

Access Rights for setting up the preferences.

The user had no access rights to configure the Email as it was the task of the admin.But using this, the user has the access rights to configure the Emails without sharing the creds with the admin.

Fetch mail using IMAP/POP by date.

It is very easy to Configure incoming mail server in Odoo. But to fetch the Emails (by date) was an issue which is now solved through this module.

Send emails using user's SMTP.

Everything is being sent from the united SMTP server (outgoing e-mail server), that sends the message to the recipient. The name of the used, that send the e-mail, is being used as the sender email.

In case of errors, Successful re-attempt retrieval of emails from the mail server.

In case of errors found during the processing of an email, Odoo will re-attempt to fetch the emails from the last date and time they were successfully received and processed.

'Unread messages' are easily fetched without change in their status.

The new mails are fetched by date using IMAP server. The mails which are in 'Unread' status will remain as it is and it will be fetched in the same status.

Prioritizing the mail server configured by the user.

This module provides the functionality of prioritizing the mail server self configured by the user. However, if the mail server of user is not available then it will by default prioritize the existing mail servers.

Easy Configuration

The user can easily configure the mail servers through preferences. Once the provider is been created by the admin the users have the simplicity of selecting the provider without the complicacy of configuring the Incoming and the outgoing mail servers in a repeat pattern.

Provider Authorization

The users can only set the configured providers allowed by the admin.

NOTE: For Office 365/Outlook, please configure the Microsoft Outlook app for Oauth 2.0 authentication.

How to Install

  • arrow For Installation - Go to apps -> Search 'odoo advance email configurator' -> Install.


How to Use

  • arrow After Installation - Go to settings -> (Username) -> Preferences.


  • arrow The provider can be directly selected from the preferences.


Auto Generate

  • arrow Go to settings -> General settings -> Auto generate ( tick ).
  • arrow If auto generate is selected, then when the user is created, it will automatically configure Incoming and outgoing mail server.
  • arrow When the Auto generate is not selected, then user can configure the servers from preferences.


Create Provider

  • arrow Go to settings -> Technical settings -> Provider -> Create -> Save.



  • arrow The providers created by default


If you have any query related to this module, you can simply click on the icon shown below and reach out to our support team.


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