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0

ODOO send email to customers

By
BlazeStar
on 2/6/15, 7:05 PM 2,232 views

Hi guys,

 

 

I've just started using ODOO 8.0 for the first time.

I installed it on a CentOS 7 LAMP server.

Everything runs smoothly but I'm finding it very hard to do simple tasks.

I also can't find a decent tutorial for USING odoo. If anyone can point me to a good tutorial that would help me a lot!

 

For instance, I've created a few customers.

I understand how to log a call.

I've been trying for 30 minutes to find HOW TO SEND AN EMAIL to a customer within ODOO and I can't find it?!?

I've configured an email address and when I click it, it opens my external email client.

I would like to be able to send emails from ODOO so all the emails send are associated with the customer so I may view them at a later date and so all the info concerning the customer is easily available (calls, emails, etc.)

 

THANKS!

0
Simon
On 2/7/15, 2:31 AM

Hi, firstly if you are plannig to send more emails from odoo (100+ daily), its better to use external email server provider, or you risk being blocked from sending - see https://www.odoo.com/forum/help-1/question/best-practice-for-sending-mass-mailing-75241

 

I suggest you checking some tutorials on youtube, you can start here: https://www.youtube.com/watch?v=dMx7yrqLG80&list=PLzffb7uqu_Mz3fIwN1XcD7gje7TH2HSCT

 

About emailing: Click on Sales - Customers - Switch to List view - Check customer which you want send email - Click More - Partner Mass mailing

Here you can write and send email for more customers. You can use dynamic placeholders, for example if you start email with 

Dear ${object.name}, 

it will automatically add name of each customer.

 

If you wish to send email just to one customer, you can open his detail and just click "Send message"

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BlazeStar
On 2/10/15, 3:56 PM

Hi guys,

Thanks for your responses.

I did configure and external email server and it does work.

Okay I understand now.

If you go in a Customer, and you click « Send a message », then you can click a little icon to expand.

Email sending does work.

A few questions still:


1) I always get some footer in the email 

Administrator 
Sent by XXX using Odoo about XXX

Is there a way to get rid of that ?


2) I also get a copy which is annoying, can I make it so it simply sends an email to a client?


3) Is there a way to import a CSV list of customers in this?


4) I was checking the Mass Mailings under Marketing.
I’m wondering: is it possible to add other « variables » ?

To get the « CSV template » I created a list so just I can export.

The fields I see are the following:
http://cl.ly/image/2t2e2l2t2z01

Let’s say I have an internal client number, and an internal projet number.
Those fields don’t exist in Odoo.

Is there any way to created them so I can use those fields as variables when sending mass mail?


Thanks !

0

For editing the signiture at the bottom of the email edit the file (odoo install location)/addons/mail/mail_followers.py.

Make sure before editing any code directly to back the file up!

0
Dasadiya Chaitanya
On 2/7/15, 6:14 AM

Hello BlazeStar,

in Odoo you want send  the email to the customer then we need to install the Email Template Module when it installed successfully then the in your right top side the  You will find the new Message icon over there.

Just click on it and the write the email for that and your message body.

But the customer email ids automatically comes up when you install the sale module in your database

 

Below Link refered to understand the Odoo More Depth for learning in future.

https://www.odoo.com/forum/help-1/question/what-documentation-is-available-for-odoo-60312

 

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Asked: 2/6/15, 7:05 PM
Seen: 2232 times
Last updated: 3/16/15, 8:10 AM