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Sending emails to leads without creating a Customer

By
Andres Andresson
on 4/3/13, 10:03 AM 713 views

I have multiple leads which I would like to send emails to directly from OpenERP v7. I have configured my mail server and everything works perfectly.

However when I send my lead an email OpenERP wants me to create a Customer/Partner (which appears in my customer list) from that lead just to be able to send the email.

I do not want to mix leads with my customer list.

How do I do this?

many thanks in advance. Andres

0

Ray Carnes

--Ray Carnes--
15677
| 9 7 9
Greater Los Angeles, United States
--Ray Carnes--

Senior Odoo Analyst

OpenERP 6.1, 7.0 and Odoo 8.0, 9.0 (Since 2012)

Completed Functional and Technical Training.

Major Skills:

  • Needs Discovery and Requirements Analysis;

  • Function and Technical Specifications;

  • Project Planning;

  • Prototyping and Proof of concepts;

  • Data migration;

  • Configuration & Customization (UI and modules);

  • Integration - data, business logic and service levels;

  • Training and Knowledge transfer;

  • Go Live support;

  • Help desk;

  • Version Migration.

I have over 20 years of experience empowering and enabling users with enterprise information systems that make a real and measurable difference in their ability to proactively manage their businesses and organizations. 

Ray Carnes
On 4/29/16, 12:19 AM

Have Odoo create the Partner as "Is Customer" = "False" by changing the context of the drop down.
ve Odoo create the Partner ae CustomeHrave Odoo55554

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Asked: 4/3/13, 10:03 AM
Seen: 713 times
Last updated: 4/29/16, 12:19 AM