This post aims to guide you through the different places in Odoo where you can find information regarding sent quotations, invoices and other documents as well as how to set it up.
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Financeiro
- Inventário
- PoS
- Projeto
- MRP
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Preliminary set up
1) Activate the developer mode in order to be able to access the "Technical" menu in the settings.
Solution:
There is two places in Odoo where you can find information regarding the messages (emails, internal messages, invoices sent, quotations sent...) : Messages and Email.
By default you will be able to see everything you need from Settings > Technical > Messages.
It is also possible to check the emails sent from Settings > Technical > Emails.
Issue? You can only see a few of these emails or maybe even none of them in Settings > Technical > Emails ! Why?
Because there is an option in Odoo that deletes automatically these emails from this menu in order to save space which is really important for the efficiency of the database on the long term. Nevertheless, if you really need to see these information in Settings > Technical > Emails, then you need to change some set up on each email templates.
In fact, there is the "auto delete" checkbox in the advanced settings of each template that you can decide to (un)tick in order to have the related emails saved or not in your Settings > Technical > Emails
And what could be the best option to display a status on account move model: sent, not sent, error (bounce, recipient) ?
In case where emails are set to be auto deleted.
The is a general is_move_sent on account.move model that I can select the ones sent, but then for the wrong recipient email address or bounce how can I filter them ?
There is also a message_has_error on the account.move but which appears to be false for a case where the email has not been sent (there's a red envelope on the chatter message) so it doesn't seem reliable
Taking a look on the query of message_has_error compute in mail.thread model, I see that's binding also on the author id to be the signed in user (which might be wrong from my POV because maybe I want that any user to see if an invoice has been successfully sent or not)
I still cannot use that manual query without the user check because that will only return the number of messages with errors without being sure they are actually emails containing invoice but more problematic would in case of a successful resend
If I am looking on the mail.message there is NO straight forward option to filter emails sent with the invoices to the customers from the other chatter messages
Some messages appear to be of type email and other comment
Some of them have and others not notified_partner_ids and thus with or without any notification status that we can look for an error notification
So what would be the best option ?
Hi Romain,
To check sent emails and messages in Odoo, follow these steps:
Go to the Odoo home page and log in with your credentials.
Click on the "Sales" module.
From the drop-down menu, select "Quotations" or "Invoices" (or any other document you wish to check).
Select the specific quotation or invoice you want to check.
Once you are in the document, click on the "More" button at the top right-hand corner of the screen.
From the drop-down menu, select "History."
Here you will find all the email correspondence related to that document, including sent emails and messages.
If you want to set up Odoo to track sent emails and messages, follow these steps:
Go to the Odoo home page and log in with your credentials.
Click on the "Settings" module.
From the drop-down menu, select "General Settings."
Scroll down to the "Email" section and make sure that the "Save outgoing emails" option is checked.
Click "Save" to apply the changes.
Once you have set up Odoo to track sent emails and messages, all outgoing emails and messages will be automatically saved and can be accessed through the "History" tab in each document.
Regards,
Ksolves Team!
To check sent emails and messages in Odoo, you can follow these steps:
Open your Odoo account and go to the "Messaging" app.
Click on the "Inbox" button at the top left corner of the page.
On the left-hand side menu, click on "Sent".
Here, you will see a list of all the messages and emails you have sent from your Odoo account, along with their status and recipient information.
You can filter your sent messages based on various criteria such as date, recipient, status, etc.
Click on any sent message to view its details such as the message body, attachments, etc.
Regards,
Peter
Hi,
Try to follow the below steps
->Log into your Odoo instance
->There you will find a icon Conversations in the Top right ,Click on it and You can see the Currently sent messages and also messages you sent recently and also email you have sent recently.
->It also Notifies the user whether Email sent has been failed or not in the current model.
->It also show which Model the Email sent has been failed and we can view the form view of the current model where the email has been failed.
Regards
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The solutions below let you see the message and the 'contact' that the message was sent to but it does not seem to show the actual email address. Is there anyway to see the actual email address. Is it possible to add the address to the chatter?