Yannick Tivisse
98 lines
3.8 KiB
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98 lines
3.8 KiB
ReStructuredText
:banner: banners/discuss.jpg
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Discuss
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=======
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Overview
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========
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Odoo Discuss is an easy-to-use messaging app for teams that brings all
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your organization’s communication into one place and integrates with the
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Odoo platform. Discuss lets you send and receive messages from wherever
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you are in Odoo as well as manage your messages and notifications easily
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from within the app. Discuss allows you to create **channels** for team
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chats, conversations about projects, meeting coordination, and more in
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one simple and searchable interface.
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Monitoring Your Messages Using the Inbox
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========================================
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.. image:: media/getting_started01.png
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:align: center
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Use the **inbox** to monitor updates and progress on everything you do
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in Odoo. Notifications from everything you follow and conversations in
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which you are mentioned appear in your inbox.
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.. image:: media/getting_started02.png
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:align: center
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Marking an item with a check sets the message to **read** and removes it
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from your inbox. If you would like to save an item for future reference
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or action, mark it with a star to add it to the **Starred** box. You can
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star any message or notification in Discuss or any of the item-specific
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chatters throughout Odoo to keep tabs on it here.
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Communicating with Your Team Using Channels
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===========================================
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You can use **channels** to organize discussions between individual
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teams, departments, projects, and any other communication need. By
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having conversations that everyone in the **channel** can see, it’s easy
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to keep the whole team in the loop with the latest developments. You can
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attach files with Odoo Discuss just as you would in an email.If you need
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to draw someone’s attention to a conversation, you can mention them by
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typing @user-name. They will see a notification in their inbox and be
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notified by email. Discuss can also alert you with desktop notifications
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when you receive a new message.
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You can search the list of **public channels** or create a new
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**channel** by clicking the plus icon.
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.. image:: media/getting_started03.png
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:align: center
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Channels can be configured to aggregate emails from a specified address
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and to send messages as emails. You can also define who can join and who
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will be automatically included in a channel.
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.. image:: media/getting_started04.png
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:align: center
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Desktop notifications allow quick previews of incoming messages without
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interrupting what you are currently working on. These can be configured
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or disabled via **preferences**.
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You Can Take it with You
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========================
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Click **Detach** to move a conversation to a detached window that stays
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with you when navigating from app to app. Conversations can be accessed
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universally from the speech bubble icon in the top bar.
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In addition to public channels and direct messages, you can create
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private channels to discuss anything that is sensitive, confidential, or
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otherwise unfit for a public channel. You can configure who is allowed
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to join and follow private channels exactly as you would for a public
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channel, however a private channel is only visible to it’s participants.
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Website Livechat
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================
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.. image:: media/getting_started05.png
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:align: center
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If you have the **Website Livechat** module installed, new messages will
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appear in the Discuss module allowing you to navigate between them as
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you would with direct messages.
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Using Filters to Navigate within Discuss
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========================================
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The topbar search provides access to the same comprehensive search
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function present in the rest of Odoo. You can apply multiple **filter
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criteria** and **save filters** for later use. The search function
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accepts wildcards by using the underscore character “\ **\_**\ ” to
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represent a **single character wildcard**.
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