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This module prints the report of the accepted partners and send it by mail
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1.- In the menu Tools / Configuration / Email Template / Email Accounts, the accounts are configured to send mail as follows
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Fill the fields as follows:
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1.- In the menu Tools/Configuration/Email Template/Email Accounts, the accounts are configured to send mail as follows Fill the fields as follows:
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-Description: This stands as the mail sender's description Example: John Doe <john@doe.com>
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-Server: smtp server is placed in the mail provider which is affiliated
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GMAIL: smtp.gmail.com
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HOTMAIL: smtp.live.com
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YAHOO: smtp.yahoo.mail.com
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-Smtp port: port is placed smtp mail provider which is affiliated
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-From Email: Place the mail sender. Example: John Doe <john@doe.com>.
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-Password: The password is placed in the mail introduced in the previous field (This is used to test the connection to
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-From Email: Put the mail sender. Example: John Doe <john@doe.com>.
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-Password: The password is placed in the mail introduced in the previous field (This is used to test the connection to the SMTP server).
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-User Name: Place the user name if required by the smtp server.
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Click the button Test Outgoing Connection to test the SMTP server connection, otherwise check the above fields.
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2.- In the menu Tools /Configuration/Email Template/Email Templates, the templates are configured as follows
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Fill the fields as follows:
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2.- In the menu Tools/Configuration/Email Template/Email Templates, the templates are configured as follows Fill the fields as follows:
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2.1- In page Mail Details
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-Name: Write the name that going to have the template (CRM Profile Report Template).
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-Resource: n this field we select the model from which we send the email (res.partner).
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-Email Account: Select the account created in the previous step.
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-Recipient (to) write to whom it is addressed mail ($ {object.email})
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-Recipient (to) write to whom it is addressed mail (${object.email})
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-Subject: write the subject of the mail (CRM Profile Report)
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2.2.- In page Advanced
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2.2.- In page Advanced
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-Report to send: Select this report (Print Profile Report)
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2.3.-We create the action with the button Create Action.
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2.4.-Save the configuration.
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2.3.- We create the action with the button Create Action.
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2.4.- Save the configuration.
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"website" : "http://vauxoo.com",
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"category" : "Generic Modules/Accounting",