Email gateway - folders ======================= Adds the possibility to attach emails from a certain IMAP folder to objects, ie partners. Matching is done via several algorithms, ie email address, email address's domain or the original Odoo algorithm. This gives a simple possibility to archive emails in Odoo without a mail client integration. Configuration ============= In your fetchmail configuration, you'll find a new list field `Folders to monitor`. Add your folders here in IMAP notation (usually something like `INBOX.your_folder_name.your_subfolder_name`), choose a model to attach mails to and a matching algorithm to use. Exact mailaddress ----------------- Fill in a field to search for the email address in `Field (model)`. For partners, this would be `email`. Also fill in the header field from the email to look at in `Field (email)`. If you want to match incoming mails from your customers, this would be `from`. You can also list header fields, so to match partners receiving this email, you might fill in `to,cc,bcc`. Domain of email addresses ------------------------- Match the domain of the email address(es) found in `Field (email)`. This would attach a mail to `test1@example.com` to a record with `Field (model)` set to `test2@example.com`. Given that this is a fuzzy match, you probably want to check `Use 1st match`, because otherwise nothing happens if multiple possible matches are found. Odoo standard ------------- This is stricly speaking no matching algorithm, but calls the model's standard action on new incoming mail, which is usually creating a new record. Usage ===== A widespread configuration is to have a shared mailbox with several folders, i.e. one where users drop mails they want to attach to partners. Let this folder be called `From partners`. Then create a folder configuration for your server with path `"INBOX.From partners"` (note the quotes because of the space, this is server dependent). Choose model `Partners`, set `Field (model)` to `email` and `Field (email)` to `from`. In `Domain`, you could fill in `[('customer', '=', True)]` to be sure to only match customer records. Now when your users drop mails into this folder, they will be fetched by Odoo and attached to the partner in question. After some testing, you might want to check `Delete matches` in your folder configuration so that this folder doesn't grow indefinitely. Bug Tracker =========== Bugs are tracked on `GitHub Issues `_. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback. Credits ======= Contributors ------------ * Holger Brunn * Ronald Portier Icon ---- http://commons.wikimedia.org/wiki/File:Crystal_Clear_filesystem_folder_favorites.png Maintainer ---------- .. image:: http://odoo-community.org/logo.png :alt: Odoo Community Association :target: http://odoo-community.org This module is maintained by the OCA. OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use. To contribute to this module, please visit http://odoo-community.org.