Hi,I have tiny but very important issue :
when I hit SEND message in CRM app, email in client gmail is receved OK, but I can see that a "from=user email" instead of expected "crm team alias email"
- In email templates I can not find anything related to CRM or this chatter, so I could edit it
I really need to hide user email from customers email, so client will NEVER know user direct email, but RATHER ONLY a SALES TEAM alias email
I would expect this kind of behavior if sending messsage from ODOO to client EVERYWHERE , so the client doesnt know ANY of our internal user emails (CRM, HELPDESK, Projects, HR, etc....)
Where to change the FROM in email templates if I dont see them in my system .... and how?
Thanks
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Odpovědět
2022
Zobrazení
Create automated actions in messages model to replace FROM field.
Settings > Technical > Automated Actions
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Hi, Thanks, for some reason I am not able to include the condition as you have on screenshot CRM.LEAD I dont have available in DOMAIN filterering menu...
CRM module is installed, v16, CE.
Do you know how to solve this?
You want to set the field 'Related document model' '=' crm.lead (type in this part)
HI, as you can see from screenshot I have only "match all records" I dont have the "Related document model" option there. I have only "DOMAIN" and when I enter in the DOMAIN window anything which is not available in the menu by selection, I get ODOO client error.
From your screenshot, click Edit Domain button, this would bring a pop up that you have shared in your 1st comment.
Delete ‘ID’ at the bottom of pop up window and search for ‘related document model’.
Alternately, you could also copy this directly in the #Code Editor
[("model", "=", "crm.lead")]
Hi, thanks, pasting the code helped. Now, the VALUE, is there a way NOT to enter email directly, but rather to enter wildcard definition of "SALES TEAM ALIAS" which is the LEAD attached to?
example : user1, sending message on LEAD attached to sales team XYZ, with email alias xyz@example.com , I would expect the wildcard value to take this email entered on the SALES TEAM (xyz@example.com) and use it for this action. If later, a alias on SALES team will be changed, it will still work without need to change anything in the Actions.And one setting will be valid for all SALES TEAM, no matter how many there is.
Any idea how the wildcard value should look like?
Probably possible but beyond my techincal skills.
I would suggest to create a fresh post requesting specifically for that expression or code
Hi, thanks, will create new post then. thanks for help
Hi, seems so far nobody knows the way
https://www.odoo.com/forum/help-1/automated-actions-how-to-enter-email-value-in-dynamic-way-sales-team-alias-229582