User Guide for Odoo Email CC and BCC

INTRODUCTION

Efficient email tracking with Odoo Email CC and BCC!

Odoo Email CC and BCC extends the default email functionality in Odoo by adding CC and BCC support.

It helps businesses include multiple recipients while keeping email communication clear and organized.

This module lets you add partners or your email address in the CC and BCC fields. You can also set default CC, BCC, and Reply-To email addresses for faster email sending.

FEATURES

• The module allows the user to keep track of all correspondence in Odoo.
• The admin can keep desired email addresses in CC and BCC fields in Odoo along with partners.
• You can also add a ‘Reply To’ field to enter a custom email address of the correspondent for the recipients’ use.
• Set default CC and BCC email addresses, which will appear automatically in the respective field, while composing mails in Odoo.
• Similarly, a default email address can be added to the ‘Reply-To’ field to be used automatically in the emails.

INSTALLATION

1. Once you purchase the App from Webkul store, you will receive the link to download the zip file of the module.
2. Extract the file on your system after the download finishes. You will be able to see a folder named- ‘odoo_email_cc_bcc.’
3. Copy and paste this folder inside your Odoo Add-Ons path.
4. Now, open the Odoo App and click on the Settings menu. Here, click on Activate the Developer Mode.
5. Then, open the Apps menu and click on ‘Update Modules List.’
6. In the search bar, remove all the filters and search ‘odoo_email_cc_bcc.’
7. You will be able to see the module in the search result. Click on ‘Install’ to install it.

WORKFLOW

1. Firstly, log in to the Odoo backend and go to the ‘Settings’ from the ellipses menu.

2. Now, follow the path ‘User &Companies> Companies.’

3. Select Your company and Compose Mail Settings.

4. Tick the checkbox next to Display CC(Emails), Display BCC (Emails), and Display Reply-To option. Also, add the default CC (Emails), Default BCC (Emails), and Default Reply-To.

5. Click the ellipses icon and open the Sales section.

6. Create or open a quotation form. Then click the Send button

7. In the email template, you can view the CC, BCC, and Reply-To fields, and recipients will see the Reply-To email address when they click Reply

OTHER ODOO MODULES

• Odoo Dynamic Bank Cheque Print
• Product Advance Barcode Labels
• Odoo Product Custom Options
• Odoo Project Task Start Stop
• Advance Stock Inventory Import
• Odoo Redis Session Store

NEED HELP?

Hope you find the guide helpful! Please feel free to share your feedback in the comments below.

If you still have any issues/queries, please create a ticket at the UV Desk.

I hope this helps. In case of any further queries, contact us at our support mail.

Thanks for paying attention!!