Odoo is the world's easiest all-in-one management software. It includes hundreds of business apps:
CRM | e-Commerce | Accounting | Inventory | PoS | Project management | MRP | etc.
EDIT 1 - If I could request just one thing from the emails - That would be a FORWARD button. If I was clever enough I'd write it myself - sadly I am not!- pretty pretty please ! - Show your desire for a forward button by voting above
Although I really think OpenERP is a brilliant system, it is seriously let down by the email system. - Or am I doing something wrong?
- You cannot forward or link emails to "Sales Order", "Purchase orders", "Projects", or any other activity! (ie when ERP cannot work out what the email is related to!)
- You cannot save a draft email!
- Without selecting "Keep Original" in "Incoming Mail Servers" you haven't a clue whats each email is about - then you get lost in the all the data trail!
Surely I'm not alone here?
What do you do?
Am I missing something major?
Is linking it to Thunderbird the answer?
- You cannot forward emails to another person or Group! - REMOVED FROM QUESTION - YOU CAN AS POINTED OUT BELOW
You cannot forward emails to another person or Group!
You don't need to, you can add other persons (either internal or external) as followers.
You cannot forward or link emails to "Sales Order", "Purchase orders", "Projects", or any other activity! (ie ehen ERP cannot work out what the email is related to!)
You can share any document via email. You can also embed a document somewhere on another website.
You cannot save a draft email!
True, but you could log a note (as opposed to an email) which at least is not send out to customers. Later, you can copy/paste and log the email response.
Without selecting "Keep Original" in "Incoming Mail Servers" you haven't a clue whats each email is about - then you get lost in the all the data trail!
Indeed keeping track of many emails manually will be very different. It is best to add emails to your system one workflow at a time. Try to get some confidence that it is working the way you want. If you trust the system it does your bidding, continue with another proces...
One useful tip: before implementing emails replace all email addresses for customers by something harmless (like email-aliases that end up in your own mailbox). At the moment we're in the proces of sending invoices to customers by email, but since were still not there yet all invoices will be sent to some test-email account instead.
Forward button is NOT needed! (although people are used to forward button and it's hard to change!) Just do this: Select "Send a Message" Click the little square in top corner In the to email area enter an email of who you want to forward to. Whoolah! You now have forwarding! Note that it will also copy to followers as well as forward.
OE is fine as an email tool with the advantage of being integrated.
In fact, with the template features that are shared with all the users, it's actually a GREAT email tool for business!!!
The following 2 modules may be usefull regarding your discussion. Please have a look at the modules description and test the functionality:
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
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 subscription group)
Thank you Bob, thank you Francesco, thank you everybody for all the answers ...
I agree with you Cameron.
But, what I know, is that day after day, I see new features, new improvements, concerning specifically the messaging system of OpenERP (including email).
And i am sure, that those features and improvements do not cease to grow, day after day, and without limitations.
What we should do, is to keep on asking for improvements, providing ideas, and reporting bugs, just a way to contribute to this work.
I am also sure Cameron, that in the coming days, you will find the solutions for all your questions in OpenERP.
Some (email and messaging) modules, bringing a lot of functionalities and features.
Some among many others ...
I have the same impression. OpenERP/Odoo email is not enough professional to work with.
I tested the Outlook module but for me, it allows only to connect from Outlook to OpenERP/Odoo.
Does someones already tried to connect from OpenERP/Odoo to Outlook?
I mean, when you click on the button "send quotation" it uses Outlook instead of the mail module? Maybe by coding something in python that use the mailto functionality?