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9

How to be in a document's followers ?

By
Thibault Delavallee (tde)
on 1/31/13, 9:27 AM 4,128 views

In OpenERP V7, the Social Network module introduces an unified messaging system based on a subscription mechanism. What are the different ways of becoming a follower ? Are there any automatic subscription mechanism ?

This question has been included in the official documentation.
9

Here are the different mechanisms to become a follower in OpenERP v7:

  • the Follow button on documents
  • you can invite partners to become followers of a document by clicking on the Invite button
  • the creator of a document is automatically added in the followers
  • the author of an incoming email (i.e. through the mail gateway) is automatically added as a follower of the related document, if the author is a known partner
  • using the automatic creation checkbox in OpenChatter to reply to an unknown email address. For example, a lead is created because someone wrote to sales@yourdomain. The email address is not associated to a partner. When replying to the customer, there will be a checkbox asking you if you want to create a partner with this email address, that will be added as follower to the document, as shown on following figure image description
  • in lead, opportunity, task, issue and recruitment, the responsible of the document (Salesman, Assigned To) is automatically added as follower
  • following a sales team will make you follower of all lead associated with this sales team
  • following a project will make you follower of all tasks or issues associated with this project

Hi, Any way to disable OpenChatter option in CRM module? We want to use this section only for logging internal messages and activity. I don´t want that any salesman make the mistake of inviting a customer when writing an internal message. Maybe it's possible to limit this using permissions?

SANTIAGO
on 3/8/13, 4:43 AM
This question has been included in the official documentation.
0
IT Libertas
On 3/13/16, 6:06 PM

The following 2 modules significantly expand standard Odoo followers' functionality:

  1. https://apps.odoo.com/apps/modules/9.0/compoze_no_auto_subscribe/ - exclude default following of the object by recipients but let to do it manually

  2. https://apps.odoo.com/apps/modules/9.0/internal_thread/ - allow sending a message to selected users but not sending them to the followers (of any subscrption group)

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Asked: 1/31/13, 9:27 AM
Seen: 4128 times
Last updated: 3/13/16, 6:06 PM