User settings

This app has some feature that need to be configured at the user level. To configure them go to Settings -> General Settings -> Manage Users and open a user form.

Following settings are available:

• Delete Messages:
  • No option selected: Cannot delete messages.
  • Deleted own messages: Can delete messages this user is author of.
  • Deleted any message: Can delete any message.
• Edit Messages:
  • No option selected: Cannot edit messages.
  • Edit own messages: Can edit messages this user is author of.
  • Edit any message: Can edit any message.
• Edit Notes Internal notes are stored in the same model as messages. However they require separate access rule settings:
  • No option selected: Cannot edit internal notes messages.
  • Edit own notes: Can edit notes this user is author of.
  • Edit any note: Can edit any note.
• Mail Conversations Defines access to Conversations which are located in “Messages -> Conversations” menu.
  • No option selected: No access to Conversations.
  • View own Conversations: Has access to Conversations where this used is author or participant.
  • View all Conversations: Has access to all Conversations.
• Move any message: Allows to move messages between records [Pro Version]. You need to enable “Developer mode” to access this setting.
• View technical fields: Activates the “Technical” page of the message form with technical fields on it. You need to enable “Developer mode” to access this setting.
  

User profile

• Mail Composer Mode: Default message composition mode used in the  message composer.

Odoo configuration hints

You can configure a so-called ‘Fallback model’ which will be used in case Odoo cannot process an incoming message. If an incoming message cannot be routed it will be posted to a new record of this model. For example you can use Conversation model so each unresolved incoming message will create a new Conversation.

To do this:

• Go to Settings -> General Settings , scroll down to the Developer Tools section and click Activate the developer mode.
• Go to Settings -> Technical -> Email -> Incoming Mail Servers and open a mail server.
• In the Create a New Record field select a model that will be used to post unresolved incoming messages.

Menus

This module adds a new root Messages menu with the following submenus:

• Messages: Displays message list. In [Pro Version] it also features a preview pane which allows to preview messages instantly without opening them.

Shared Inbox filter is activated by default. The following predefined filters are available in the Filters menu:

• Shared Inbox: Shows incoming messages current user has access to. This means that user will see messages posted to all records this user has access to.
• Private Inbox: Shows incoming messages in which current user is a direct recipient (added in “To” field).
• Sent by Me: Shows messages where current user is the author (added in “Author”/From” field).
• Messages Only: In Odoo both messages and internal notes are stored in the same model. This filter shows only messages and hides internal notes.
• Internal Notes: Shows internal notes only and hides messages.
• Author not detected: if Odoo cannot find a partner which matches incoming message author new message will be created with empty “Author” field. Only “From” address will be written down. This filter will show such messages.
• Conversations: Records of the Conversation model. Conversation model is a generic model that is used to keep messages that cannot be assigned to any other model. You can later move messages that are posted to a Conversation using Move button [Pro Version].
   Note: this menu has limited access that is configured in  user settings.
• Drafts: Messages saved as draft. This feature is added by the  [ Mail Messages Draft module ]  .
• Lost  [Pro Version]:  : Shows messages that doesn’t belong to any record in Odoo. This can happen due to some internal system errors. Important: these are messages that are  already inside Odoo. Not the new messages that are being received. If you want to route unresolved incoming messages you should use incoming mail server configuration for that. Check  [ Odoo configuration hints ]  for how to do it.
• Compose new: Compose new message from scratch. This feature is added by the  Mail Messages Draft Pro module.
• Contacts: Contact form has the following features added:
    
  • “ x Author” smart button: opens all messages this partner is author of. Button is shown only if such messages exist.
  • “ x Recipient” smart button: opens all messages this partner is author of. Button is shown only if such messages exist.
  • mail icon next to partner email: When clicked Odoo message composer is opened with selected partner added as recipient.
• Archived: Archived messages are located here.
• Spam: Messages that are marked as ‘spam’. This feature is added by the  Message Filter module.
• Trash: Deleted messages are located here.
• Settings: General App settings.

Actions

Following actions are available in the “Action” menu:
  

• Archive: Archive selected messages.
• Unarchive: Unarchive selected messages.
• Move: Move selected messages to another record  [Pro Version]. Check the  Message move wizard section for more details.
• Mark read: Mark selected messages as read.
• Star/Unstarr: Mark selected messages as “Starred” or unmark the starred ones.
• Delete: By default Odoo deletes messages permanently. This module will mark them as deleted instead. Deleted messages are available in the “Trash” menu. To remove a message permanently you need to go to the “Trash” menu, select that message and delete it again.
• Undelete: Removes deleted mark and moves message(s) back from “Trash” to “Messages” menu. Works in the “Trash” menu only.
• Mark spam: Marks selected messages as “Spam”. This feature is added by the  Message Filter module.
• Unmark spam: Removes “Spam” mark from selected messages and moves them back to “Messages” menu. Works only in the “Spam” menu. This feature is added by the  Message Filter module .

Print

Following reports are added: 

• All fields: Will print selected messages including all message fields: “From”, “Author”, “Recipients”, “Subject”, “Body”.
• Body only: Will print only message body of selected messages. This report is useful to print documents that are sent as plain emails. Such as payment receipts.

Message form

Following fields are located on the message form:

1. Message subject.
2. Record this message is posted to.
3. Message author and author’s email. In case message author is not set only “Email” field will be displayed.
4. Message recipients.
5. Followers of the record this message is posted to.
6. This tab contains message technical fields that can be used for debugging. This tab is displayed only if user has access to technical fields configured in the  user settings.

Following additional actions can be done using buttons in the message form view:

• Reply: Opens message compose wizard in reply mode with “Re:” prefix added before subject.
• Quote: Opens message compose wizard in reply mode with original message text added as quote and “Re:” prefix added before subject.
• Forward: Opens message compose wizard in reply mode with original message text added as quote and “Fwd:” prefix added before subject.
• Edit: Edit message body. Edited message will be marked with an “Edit” icon and “Edited by on” note on the message form.

Chatter

version feature

1. Hide/show notifications, internal notes or messages.
2. Show detailed information including “From”, “To”, “Cc” and “Subject” fields.
3. Reply message with quote.
4. Forward message.
5. Move message to another record.
6. Edit message or note.
7. Move message or note to “Trash”.

Message composer

Following new features are available in the message composer:

1. Mail Composer Mode  [Pro Version]:

• Odoo: regular Odoo mode. Message will be sent to selected recipients. Followers will be notified. Depending on recipients and followers types (Internal User/Portal/External) Odoo may generate several messages with different layout for each type.
• Email: message will be sent as a regular email. Only partners added in  Recipients ,  CC and  BCC fields will be notified. Single message will be created with values populated from the composer fields. Followers will not be notified unless they are explicitly added as recipients.

1. This fields are available if Email composer mode is selected  [Pro Version].
2. Where to place user’s signature when replying with quote. Possible options:  Message bottom ,  Before quote ,  No signature . Default value can be configured in the  general settings.
3. Save current message as draft. This feature is added by the  [ Mail Messages Draft module ]  .

Message move wizard

version feature

This wizard allows to move selected messages between records.

1. Model to which selected messages will be moved. Important! Starting Odoo 16 design of this widget was changed by Odoo. You need to click here to select a record:
     
2. Record to which selected message will be moved. This field will appear only after a model is selected.
3. Configure which models can be selected in the wizard.
4. Action to do in the destination record after message(s) are moved. Possible options:

• Do not notify: nothing will be done.
• Log internal note: a note will be logged in the destination record saying “Following messages were moved: …”.
• Send message: a message will be posted in the destination record saying “Following messages were moved: …”. Keep in mind that all followers of that record will be notified.