I am using the CRM, and I would like all emails that are sent to a customer or lead from inside Odoo to be saved to the customer notes/log. But I find that emails are only saved to the customer log if they are sent from the customer page, not if sent from invoice page or emails page or calendar page etc. If I email an invoice to a customer from the invoice page, I don't see any record on the customer history. Can I change some settings or something to make this happen, or is it not possible in Odoo8?
I also want to associate incoming emails from existing customers to their customer log, and I found a module: https://apps.openerp.com/apps/modules/8.0/fetchmail_attach_from_folder/ but it's not clear to me how to create an action that associates incoming mail with a partner/customer or that creates a task or other workflow.
Has anyone had experience using this module?
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|Asked: 8/23/15, 9:01 PM|
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|Last updated: 8/25/15, 7:36 PM|