96 lines
3.2 KiB
ReStructuredText
96 lines
3.2 KiB
ReStructuredText
Email gateway - folders
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=======================
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Adds the possibility to attach emails from a certain IMAP folder to objects,
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ie partners. Matching is done via several algorithms, ie email address, email
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address's domain or the original Odoo algorithm.
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This gives a simple possibility to archive emails in Odoo without a mail
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client integration.
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Configuration
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=============
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In your fetchmail configuration, you'll find a new list field `Folders to
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monitor`. Add your folders here in IMAP notation (usually something like
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`INBOX.your_folder_name.your_subfolder_name`), choose a model to attach mails
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to and a matching algorithm to use.
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Exact mailaddress
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-----------------
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Fill in a field to search for the email address in `Field (model)`. For
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partners, this would be `email`. Also fill in the header field from the email
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to look at in `Field (email)`. If you want to match incoming mails from your
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customers, this would be `from`. You can also list header fields, so to match
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partners receiving this email, you might fill in `to,cc,bcc`.
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Domain of email addresses
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-------------------------
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Match the domain of the email address(es) found in `Field (email)`. This would
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attach a mail to `test1@example.com` to a record with `Field (model)` set to
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`test2@example.com`. Given that this is a fuzzy match, you probably want to
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check `Use 1st match`, because otherwise nothing happens if multiple possible
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matches are found.
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Odoo standard
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-------------
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This is stricly speaking no matching algorithm, but calls the model's standard
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action on new incoming mail, which is usually creating a new record.
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Usage
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=====
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A widespread configuration is to have a shared mailbox with several folders,
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i.e. one where users drop mails they want to attach to partners. Let this
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folder be called `From partners`. Then create a folder configuration for your
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server with path `"INBOX.From partners"` (note the quotes because of the space,
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this is server dependent). Choose model `Partners`, set `Field (model)` to
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`email` and `Field (email)` to `from`. In `Domain`, you could fill in
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`[('customer', '=', True)]` to be sure to only match customer records.
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Now when your users drop mails into this folder, they will be fetched by Odoo
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and attached to the partner in question. After some testing, you might want to
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check `Delete matches` in your folder configuration so that this folder doesn't
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grow indefinitely.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues
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<https://github.com/OCA/server-tools/issues>`_. In case of trouble, please
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check there if your issue has already been reported. If you spotted it first,
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help us smashing it by providing a detailed and welcomed feedback.
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Credits
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=======
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Contributors
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------------
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* Holger Brunn <hbrunn@therp.nl>
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* Ronald Portier <ronald@therp.nl>
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Icon
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----
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http://commons.wikimedia.org/wiki/File:Crystal_Clear_filesystem_folder_favorites.png
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Maintainer
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----------
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.. image:: http://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: http://odoo-community.org
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This module is maintained by the OCA.
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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To contribute to this module, please visit http://odoo-community.org.
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