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@ -11,13 +11,50 @@ client integration. |
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Configuration |
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============= |
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In your fetchmail configuration, you'll find a new field `folders`. Add your |
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folders here in IMAP notation [TODO] |
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In your fetchmail configuration, you'll find a new list field `Folders to |
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monitor`. Add your folders here in IMAP notation (usually something like |
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`INBOX.your_folder_name.your_subfolder_name`), choose a model to attach mails |
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to and a matching algorithm to use. |
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Exact mailaddress |
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----------------- |
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Fill in a field to search for the email address in `Field (model)`. For |
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partners, this would be `email`. Also fill in the header field from the email |
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to look at in `Field (email)`. If you want to match incoming mails from your |
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customers, this would be `from`. You can also list header fields, so to match |
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partners receiving this email, you might fill in `to,cc,bcc`. |
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Domain of email addresses |
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------------------------- |
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Match the domain of the email address(es) found in `Field (email)`. This would |
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attach a mail to `test1@example.com` to a record with `Field (model)` set to |
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`test2@example.com`. Given that this is a fuzzy match, you probably want to |
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check `Use 1st match`, because otherwise nothing happens if multiple possible |
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matches are found. |
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Odoo standard |
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------------- |
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This is stricly speaking no matching algorithm, but calls the model's standard |
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action on new incoming mail, which is usually creating a new record. |
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Usage |
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===== |
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A widespread configuration is to have a shared mailbox with several folders [TODO] |
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A widespread configuration is to have a shared mailbox with several folders, |
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i.e. one where users drop mails they want to attach to partners. Let this |
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folder be called `From partners`. Then create a folder configuration for your |
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server with path `"INBOX.From partners"` (note the quotes because of the space, |
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this is server dependent). Choose model `Partners`, set `Field (model)` to |
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`email` and `Field (email)` to `from`. In `Domain`, you could fill in |
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`[('customer', '=', True)]` to be sure to only match customer records. |
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Now when your users drop mails into this folder, they will be fetched by Odoo |
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and attached to the partner in question. After some testing, you might want to |
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check `Delete matches` in your folder configuration so that this folder doesn't |
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grow indefinitely. |
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Credits |
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======= |
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