Tuesday, January 5, 2021
1 change · master
Features or functions removed from Odoo
CRM no longer offers a central “Incoming Emails” alias setting for creating leads, because it could cause ownership and routing confusion. Instead, email aliases are configured on sales teams, giving businesses clearer control over where new leads go and who handles them.
Original PR description
PURPOSE Remove the alias setting option because it is a weird and hackish way to proceed. We would prefer users to configure their alias through sales teams. Improve alias configuration on teams.…
PURPOSE
Remove the alias setting option because it is a weird and hackish way to
proceed. We would prefer users to configure their alias through sales teams.
Improve alias configuration on teams.
RATIONALE
"Incoming Emails" option has many flaws
* it creates collision when you try to set an alias that is already used
and it is not easy to find them back;
* it has no default value (no sales team, no type, ...) and works through the
'owner' field. This is set with the admin on activation of the feature
which is not correct. The admin is potentially not a salesperson. If you
set the field to blank, you get leads without team and without assigned
responsible.
* this alias is not team-bound which thus asks the question: in which team
should the lead ever go? To the first team? Why?
All this make it seem way healthier to handle this through the Sales Team.
=> By default, we'll already have one working with an alias.
If users really want a global lead alias it can be setup manually through
alias menu in configuration. Shortcut and default alias in crm are removed
but feature is still doable if requested.
SPECIFICATIONS
Remove the s "Incoming emails" setting that allows to setup a global alias for
leads / opportunities with a default value being 'contact'. Also remove related
alias data as it has no use anymore.
When changing "use leads" from CRM settings automatically regenerate apply this
option to all sales teams using opportunities. When de-activating it no team
should have this option activated as menus and options are hidden. When
activating it we consider that all teams should be upgraded by default
LINKS
Task ID-2414079
Sort of follow-up of Task ID-2373095
COM PR #63160
UPG PR odoo/upgrade#2017