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Enhancing Email Management in Odoo: A Missing Piece

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The question has been closed iz razloga: not enough information given to provide help
by Ray Carnes (ray) na 24/12/2024 08:23:27
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Odoo provides advanced solutions across various domains, reducing the reliance on traditional email in some cases. Features like internal messaging between employees and integrating contact forms on websites with different systems, such as creating support tickets automatically, eliminate the need for separate email handling. However, Odoo lacks a dedicated module for comprehensive email management.

While Odoo allows linking email inboxes with specific modules using the "alias" feature—such as automatically creating a sales opportunity when an email is received at a designated address—this solution has limitations. When an opportunity is created based on an incoming email, Odoo treats all subsequent emails from the same contact as related to that opportunity. In practice, these follow-up emails might involve entirely different topics, such as new inquiries or matters requiring attention from another team. This creates a need for human intervention to evaluate the content of the email, determine if it constitutes a new opportunity, or reassign it to the relevant team.

Other systems, while less comprehensive than Odoo, offer more robust email management tools. These systems often feature a shared inbox where incoming messages are received and reviewed by authorized users. After assessing the email's content, they can assign it to the appropriate team or individual. Once a team addresses the message, it can be forwarded to another department, such as logistics, with automated workflows that create delivery orders or perform other actions as needed. Additionally, these systems allow creating new contacts, opportunities, or support tickets directly from email content.

What Odoo lacks is a dedicated email management module that serves as a central interface for incoming and outgoing emails. Such a module would provide greater flexibility in processing messages, assigning them to the appropriate teams, and automating workflows based on email content.

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