[IMP] mail plugins: add gmail plugin + update and move outlook plugin

Task ID: 2662764

closes odoo/documentation#1167

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
This commit is contained in:
Xavier
2021-10-07 11:06:25 +00:00
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============
Gmail Plugin
============
Configuration
=============
The Odoo-Gmail :doc:`Mail Plugin <../mail_plugins>` needs to be configured both on Odoo and Gmail.
.. _mail-plugin/gmail/enable-mail-plugin:
Enable Mail Plugin
------------------
First, you need to enable the *Mail Plugin* feature in your database. Go to :menuselection:`Settings
--> General Settings --> Integrations`, enable *Mail Plugin*, and *Save* the configuration.
.. _mail-plugin/gmail/install-plugin:
Install the Odoo-Gmail Plugin
-----------------------------
#. Open the `Gmail Plugin Apps Script project
<https://script.google.com/d/1n7cxtaR4fGXKcP0RwinNQmL8S4FhVqpo-ZZ_cUAhYuuDpZAP_CnHE_7q/edit>`_.
#. Verify you are logged in using the Google account you want to install the plugin on.
#. Click on *Publish* then *Deploy from manifest...*
.. image:: gmail/deploy-from-manifest.png
:align: center
:alt: Deploying from manifest the Gmail Plugin from the Apps Script project
.. important::
Make sure you are using the legacy editor, otherwise the *Deploy from manifest* functionality
may not be available.
.. image:: gmail/legacy-editor.png
:align: center
:alt: Using the legacy editor in the Gmail Plugin Apps Script project
#. Click on *Install add-on*. A "Deployment installed" notification should appear. You can then
click on *Close*.
.. image:: gmail/install-add-on.png
:align: center
:alt: Installing the Gmail Plugin from the Apps Script project
.. _mail-plugin/gmail/configure-mailbox:
Configure your Gmail mailbox
----------------------------
#. Open any email in your Gmail mailbox. On the right-side panel, click on the Odoo icon and then
*Authorize Access*.
.. image:: gmail/authorize-access.png
:align: center
:alt: Authorizing access to the Gmail Plugin
#. Choose the right Google account.
.. image:: gmail/choose-account.png
:align: center
:alt: Choosing your Google account
#. Allow the Gmail Plugin to access some of your data.
.. image:: gmail/allow-permissions.png
:align: center
:alt: Allowing the Gmail Plugin to access Google data
#. The right-side panel can now display **Company Insights**. At the bottom, click on *Login*.
.. image:: gmail/panel-login.png
:align: center
:alt: Logging in your Odoo database
.. note::
Only a limited amount of *Company Insights* (*Lead Enrichment*) requests are available as a
trial. This feature requires :ref:`prepaid credits <mail_plugins/pricing>`.
#. Enter your Odoo database URL and click on *Login*.
.. image:: gmail/database-url.png
:align: center
:alt: Entering your Odoo database URL
#. If you aren't logged into your database, enter your credentials.
#. Click on *Allow* to let the Odoo-Gmail Plugin connect to your database.
.. image:: gmail/odoo-permission.png
:align: center
:alt: Allowing the Gmail Plugin to connect to a database
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==============
Outlook Plugin
==============
Configuration
=============
The Odoo-Outlook :doc:`Mail Plugin <../mail_plugins>` needs to be configured both on Odoo and
Outlook.
.. _mail-plugin/outlook/enable-mail-plugin:
Enable Mail Plugin
------------------
First, you need to enable the *Mail Plugin* feature in your database. Go to :menuselection:`Settings
--> General Settings --> Integrations`, enable *Mail Plugin*, and *Save* the configuration.
.. _mail-plugin/outlook/install-plugin:
Install the Outlook Plugin
--------------------------
#. Open your Outlook mailbox and select any email.
#. Click on the *More actions* button and select *Get Add-ins*.
.. image:: outlook/more-actions.png
:align: center
:alt: More actions button in Outlook
#. Select the *My add-ins* tab.
.. image:: outlook/my-add-ins.png
:align: center
:alt: My add-ins in Outlook
#. Under *Custom add-ins*, click on *+ Add a custom add-in*, and then on *Add from URL...*
.. image:: outlook/custom-add-ins.png
:align: center
:alt: Custom add-ins in Outlook
#. Enter the following URL `https://download.odoo.com/plugins/outlook/manifest.xml` and press
*OK*.
.. image:: outlook/enter-add-in-url.png
:align: center
:alt: Entering the add-in URL in Outlook
#. Read the warning and click on *Install*.
.. image:: outlook/add-in-warning.png
:align: center
:alt: Custom add-in installation warning in Outlook
.. _mail-plugin/outlook/connect-database:
Connect your database
---------------------
#. Open any email in your Outlook mailbox, click on the *More actions* button, and select *Odoo for
Outlook*.
.. image:: outlook/odoo-for-outlook.png
:align: center
:alt: Odoo for Outlook add-in button
#. The right-side panel can now display **Company Insights**. At the bottom, click on *Login*.
.. image:: outlook/panel-login.png
:align: center
:alt: Logging in your Odoo database
.. note::
Only a limited amount of *Company Insights* (*Lead Enrichment*) requests are available as a
trial. This feature requires :ref:`prepaid credits <mail_plugins/pricing>`.
#. Enter your Odoo database URL and click on *Login*.
.. image:: outlook/enter-database-url.png
:align: center
:alt: Entering your Odoo database URL
#. Click on *Allow* to open the pop-up window.
.. image:: outlook/new-window-warning.png
:align: center
:alt: New window pop-up warning
#. If you aren't logged into your database, enter your credentials.
#. Click on *Allow* to let the Outlook Plugin connect to your database.
.. image:: outlook/odoo-permission.png
:align: center
:alt: Allowing the Outlook Plugin to connect to a database
.. _mail-plugin/outlook/add-shortcut:
Add a shortcut to the plugin
----------------------------
By default, the Outlook Plugin can be opened from the *More actions* menu. However, to save
time, it's possible to add it next to the other default actions.
#. In your Outlook mailbox, click on *Settings*, then on *View all Outlook settings*.
.. image:: outlook/all-outlook-settings.png
:align: center
:alt: Viewing all Outlook settings
#. Select *Customize actions* under *Mail*, click on *Odoo for Outlook*, and then *Save*.
.. image:: outlook/customize-actions.png
:align: center
:alt: Odoo for Outlook customized action
#. Open any email and the shortcut should be displayed.
.. image:: outlook/odoo-outlook-shortcut.png
:align: center
:alt: Odoo for Outlook customized action
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