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Quotation / Invoice Assigne Automatic message

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automaticemailssalesperson
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Alejandro Vidaurre

Hello!

I need to disable the automatic Emails being sent to the Salespersons whenever a Quotation or an Invoice is assigned to them, the main reason is that they're getting too many emails per day and Email Servers block ours as it seems an odd behaviour for someone to get 30 or 50 Emails daily from our Server's IP.

I still need the Outgoing Server working as we do Mass Mail and we do want to Notify Customers of a Confirmed Order / Done Picking and we use Helpdesk Tickets sometimes to communicate with those same Salespersons.

I have tried disabling the Default Option under Technical -> Email -> Subtypes, but even after disabling it on all of them Odoo still sends those out.

Thanks in advance for the help you can provide me

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Rufus Khalkho
Beste antwoord

Hello Alejandro, Managing the volume of emails efficiently is crucial, especially when dealing with high traffic that might appear suspicious to email servers. Here are a few steps you can follow to disable the automatic emails being sent to salespersons for specific actions like Quotation or Invoice assignments, while still maintaining necessary outgoing emails for other operations: 1. **Email Notification Settings:** Verify the notification settings specific to Sales Orders and Invoicing. You can create custom automated actions or disable default CRM or Sales notifications based on specific conditions. 2. **Record Rules and Automated Actions:** Develop custom server actions or automate triggers using Odoo Studio (if available), or through technical settings where you can set conditions for email notifications. This way, you can selectively send out emails based on the relevance to the salesperson involved. 3. **Adjustment to Server Mail Configuration:** Consider adjusting your SMTP server settings to handle larger volumes more efficiently, ensuring your IP doesn’t get blocked. This might include adjusting sending limits or sequence. 4. **Custom Notifications Using Odoo Server Actions/Automation:** If you're comfortable with a bit of custom coding, or you have a developer, create a custom server action that manages email notifications only for essential conditions like order confirmations. 5. **Email Template Control:** Access Email Templates under Technical settings and update the templates to have conditions that prevent sending certain emails based on triggers, like an invoice creation, but allow others continually. If these configurations are not providing the result you desire, consulting with an experienced Odoo partner or developer who can create custom modules to manage this communication flow more effectively might be beneficial. I hope this helps, and good luck with configuring your email management strategy! Best, [Your Name]

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Carlos Atanes Vences
Beste antwoord

That fixes the problem with the emails but now the chatter and notifications fill up with trash.
Is there no way to unsubscribe automatically the sales person from x documents? for example, my specific problem is that when a sales person creates a sale, when the bill is created and done they receive a notification, but we still need the bill to be sent to the client. They really need to unsubscribe from every bill created??

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Alejandro Vidaurre
Auteur

Exactly, it's not a good solution, this was 5 years ago, I ended up doing a development for a custom module that disables/enables most of the automated Emails with toggles, and then ported it to our current version Odoo V16 in our last migration

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Veerle Meerbergen
Beste antwoord

When the user chooses 'Handle in Odoo' he will never receive any message anymore through e-mail. Is it not possible to only disable certain mails for example when the invoice is created?

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Cybrosys Techno Solutions Pvt.Ltd
Beste antwoord

Hi,

To manage the email notification for an user. Go to Settings->Select user->Preference->To limit the notifications to odoo change the notifications to "Handle In Odoo" .By Default it will be in "Handle by Emails".

Hope it helps

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Alejandro Vidaurre
Auteur

Our Salespersons don't have access to Odoo's backend, would they still get a reply to a ticket they send to the Helpdesk App?

Either way would be a work around, I want to stop them at all, no need to have them have over 50 most of the times redundant notifications, for example, on our model we only have immediate sales, so the get in the span of a minute 2 notification at least per order, "You've have been assigned to a Quotation" and "You have been assigned to an Invoice" if they have a good day and have around 40 Sales between new ones an recurrent ones that's 80 Emails or notifications on Odoo to sort through that clutter and create unnecessary records and dilute the important ones like the replies from tickets or questions from customers

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