social/mass_mailing_partner/README.rst
Jairo Llopis 6c9bb91c02 [FIX] mass_mailing_partner: Several things:
* Exclude opt_out.

  Now opted-out records will not be counted in the "Mailing lists" smart button
  in the partner form.

* Avoid duplicate error.

  By indicating the exact `partner_id` and ensuring no contacts associated to it are found, you avoid possible duplication errors when several partners share the same name or email.
2022-01-01 16:22:46 +01:00

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.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
===============================
Link partners with mass-mailing
===============================
This module links mass-mailing contacts with partners.
Features
--------
* When creating or saving a mass-mailing contact, partners are matched through
email, linking matched partner, or creating a new one if no match and the
maling list partner mandatory field is checked.
* Mailing contacts smart button in partner form.
* Mass mailing stats smart button in partner form.
* Filter and group by partner in mail statistics tree view
Configuration
=============
At first install, all existing mass mailing contacts are matched against
partners. And also mass mailing statistics are matched using model and res_id.
NOTE: When upgrading from version 1.0.0, no mass mailing statistics matching
are done, because it is done only when installing. You can execute 'partner_link'
method to all stats using odoo shell or any XML client:
.. code:: python
# odoo.py --addons-path=<addons_path_list> shell --config=<odoo_config_file> -d <database>
stats = self.env['mail.mail.statistics'].search([('model', '!=', False), ('res_id', '!=', False)])
stats.partner_link()
Usage
=====
In partner view, there is a new action called "Add to mailing list". This
action open a pop-up to select a mailing list. Selected partners will be added
as mailing list contacts.
.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
:alt: Try me on Runbot
:target: https://runbot.odoo-community.org/runbot/111/8.0
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/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
`here <https://github.com/OCA/crm/issues/new?body=module:%20mass_mailing_partner%0Aversion:%208.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
License
=======
This program is free software: you can redistribute it and/or modify
it under the terms of the GNU Affero General Public License as published
by the Free Software Foundation, either version 3 of the License, or
(at your option) any later version.
This program is distributed in the hope that it will be useful,
but WITHOUT ANY WARRANTY; without even the implied warranty of
MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
GNU Affero General Public License for more details.
You should have received a copy of the GNU Affero General Public License
along with this program. If not, see <http://www.gnu.org/licenses/agpl-3.0-standalone.html>.
Credits
=======
Contributors
------------
* Pedro M. Baeza <pedro.baeza@serviciosbaeza.com>
* Rafael Blasco <rafael.blasco@tecnativa.com>
* Antonio Espinosa <antonioea@antiun.com>
* Javier Iniesta <javieria@antiun.com>
* Jairo Llopis <jairo.llopis@tecnativa.com>
Maintainer
----------
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://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 https://odoo-community.org.