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829 มุมมอง

Hey,

Just for some background, our business uses internal labor and external consultants.

When a customer approves a quote it creates a project automatically, then we can communicate with the client within email etc there.

But we have found that if we forward a ODOO generated email to someone, it will send a copy of that to the original client, which is not intended.

The question here is how can we deal with emailing both external people, internal people and a client about a project without mixing them all up in ODOO?


Thanks in advance :)

อวตาร
ละทิ้ง
คำตอบที่ดีที่สุด

Hi,


You can send the emails from the project tasks as follows.

1- Go to the project task. Click on the 'Send message' on the chatter.

2- You can draft your mail as you need in the wizard.




For more information, refer to the following.


- https://www.cybrosys.com/blog/how-to-configure-outgoing-and-incoming-mail-servers-in-odoo-18


- https://www.odoo.com/documentation/18.0/applications/general/email_communication/email_servers_inbound.html


- https://www.odoo.com/sl_SI/forum/pomoc-1/setting-up-email-notifications-in-odoo-17-247627


- https://www.odoo.com/sl_SI/forum/pomoc-1/how-can-i-send-an-email-to-a-client-about-a-project-rather-than-an-email-about-a-project-task-overall-project-status-140976


Hope it helps

อวตาร
ละทิ้ง
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