Skip to Content
Menú
This question has been flagged
2 Respostes
1048 Vistes

Hello!


What is the proper way to log send emails to contacts? I used to have Insightly CRM and in that, years ago, the method was this:


Create email

add sender email

add receiver email

add BCC and type special email of your CRM account

Type MESSAGE


By sending that BCC to assigned email linked to your CRM that would log the proper email to customer activities and email logs. Do you have some similar system? I like not to use your build in SEND MESSAGES feature. I believe send normal emails creates better results.


Also another thing! I like to set my Contact view to LIST. Would you have a solution?


I use odoo.com versio of Odoo.


Thank you!

Avatar
Descartar
Autor Best Answer

Sorry not providing which Odoo I use. I am online. Using Odoo.com.

Avatar
Descartar
Best Answer

Regarding the contact list view. If you have the studio installed in your database. click on studio button on the to right corner. and in view enable the list and and make it as default view. It will shows the contact in the list view.


Avatar
Descartar