Hi,
I would like to receive an email when a quotation (sales order) is created from a specific sales team.
Is possible to do create an automation rule to do that ? How ?
Thanks in advance for your help
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Buchhaltung
- Lager
- PoS
- Projekte
- MRP
Diese Frage wurde gekennzeichnet
2
Antworten
3585
Ansichten
Go to Settings -> Technical -> Automated Action
Note : 1. My instance sales team renames as sales owner
2. Email template you can define if required
Thank your for your answer.
I have already created the automated rule but I don’t receive any email.
I can’t find the button to activate Like on your screenshot (I’m on Odoo version 17). Is it activated automatically after saving ?
Please check the email status
Settings -> Technical -> Email
It might have failed due to wrong mail server configuration.
I have been able to fix the issue. Thanks.
I chose: Trigger: ''On save'' (I think ''On creation'' is for Odoo version 16)
Yes.
Diskutieren Sie gerne? Treten Sie bei, statt nur zu lesen!
Erstellen Sie heute ein Konto, um exklusive Funktionen zu nutzen und mit unserer tollen Community zu interagieren!
Registrieren| Verknüpfte Beiträge | Antworten | Ansichten | Aktivität | |
|---|---|---|---|---|
|
1
Nov. 24
|
178 | ||
|
1
Feb. 24
|
2540 | ||
|
2
Aug. 25
|
1560 | ||
|
2
Aug. 25
|
2467 | ||
|
0
Feb. 25
|
2491 |
