Merge branch 'master' into master-19.0-multi-batch-content-alignment-thjud-477871-fw

Author: theRealThagomizer

content/applications/essentials/property_fields.rst

@@ -40,6 +40,33 @@ Choose a :guilabel:`Name` for the new stage.
 .. image:: stages/new-stage-details.png
    :alt: View of a stage's settings page in Odoo Helpdesk.
 
+Rotting lead detection
+----------------------
+
+.. note::
+   The *Days to rot* feature is only available to apps that use stages, for instance,
+   **CRM** and **Heldesk** apps. This feature is automatically disabled by setting it to zero.
+
+The *Days to rot* feature provides proactive notification when a specific card within
+that stage requires attention. When a card passes the defined rotting threshold, it becomes
+highlighted in red and the stage displays the total number of cards currently rotting.
+
+.. image:: stages/rotting-card.png
+   :alt: Sample of a rotting card and stage in CRM app.
+
+To enable this feature, the Kanban view must be active. Navigate to the desired app and click on the
+:icon:`oi-view-kanban` :guilabel:`(Kanban)` icon.
+
+To set the threshold for a stage, click on the :icon:`fa-gear` :guilabel:`(Settings)` icon for the
+relevant stage and select :guilabel:`Edit` from the drop-down menu. A configuration window will
+appear.
+
+In the :guilabel:`Days to rot` field, enter the number of days that marks the threshold before
+action is needed. Click :guilabel:`Save` to apply the configuration.
+
+.. image:: stages/days-to-rot-field.png
+   :alt: Sample of a configuration window with a rotting threshold in the CRM app.
+
 Progress bar
 ============
 

content/applications/essentials/stages.rst

@@ -108,7 +108,7 @@ method in the :guilabel:`Customer Invoices` section.
 
 To send the invoice to the customer, navigate back to the invoice record and follow these steps:
 
-#. Click :guilabel:`Print & Send`.
+#. Click :guilabel:`Send`.
 #. If the :ref:`default invoice layout <studio/pdf-reports/default-layout>` has not been customized
    yet, a :guilabel:`Configure your document layout` pop-up window appears. Configure the layout and
    click :guilabel:`Continue`.
@@ -120,24 +120,24 @@ To send the invoice to the customer, navigate back to the invoice record and fol
         to :menuselection:`Accounting --> Configuration --> Settings`, scroll down to the
         :guilabel:`Customer Payments` section, and enable/disable the :guilabel:`QR Codes` option.
 
-#. In the :guilabel:`Print & Send` window:
+#. In the :guilabel:`Send` window:
 
    - If a preferred :guilabel:`Invoice sending` method was set in the contact form, it is selected
      by default. Select another one if needed.
    - If no preferred :guilabel:`Invoice sending` method was set in the contact form, select the
      method to use for sending the invoice to the customer.
 
-#. Click :guilabel:`Print & Send` if the :guilabel:`by Email` option is selected, or click
-   :guilabel:`Print`.
+#. Click :guilabel:`Send` if the :guilabel:`by Email` option is selected, or click
+   :guilabel:`Download`.
 
 .. _accounting/invoice/sending-multiple-invoices:
 
 Sending multiple invoices
 -------------------------
 
 To send and print multiple invoices, go to :menuselection:`Accounting --> Customers --> Invoices`,
-select them in the :guilabel:`Invoices` list view and click :guilabel:`Print & Send`. The
-:guilabel:`Print & Send` window displays the selected invoice sending methods based on the preferred
+select them in the :guilabel:`Invoices` list view and click :guilabel:`Send`. The
+:guilabel:`Send` window displays the selected invoice sending methods based on the preferred
 method set.
 
 A banner is added to the selected invoices to indicate they are part of an ongoing send and print

content/applications/essentials/stages/days-to-rot-field.png

@@ -11,45 +11,45 @@ reports through postal mail worldwide, all from within your database.
 Configuration
 =============
 
-Go to :menuselection:`Accounting --> Configuration --> Settings --> Customer invoices` section to
-activate :guilabel:`Snailmail`.
+Go to :menuselection:`Accounting --> Configuration --> Settings` and scroll down to the
+:guilabel:`Customer Invoices` section to activate :guilabel:`Snailmail`.
 
-To make it a by-default feature, select :guilabel:`Send by Post` in the :guilabel:`Default Sending
-Options` section.
+.. tip::
+   Set a preferred :ref:`invoice sending <accounting/invoice/sending>` method in the
+   :guilabel:`Accounting` tab of a contact to use it by default.
 
-.. image:: snailmail/setup-snailmail.png
-   :align: center
-   :alt: Under settings enable the snailmail feature in Odoo Accounting
+Sending invoices by post
+========================
 
-Send invoices by post
-=====================
-
-Open your invoice, click on :guilabel:`Send & Print` and select :guilabel:`Send by Post`. Make sure
-your customer’s address is set correctly, including the country, before sending the letter.
+In the invoice form view, ensure the :guilabel:`Customer` address is correct and has the country
+set. Click :guilabel:`Send`, select :guilabel:`by Post`, then :guilabel:`Send` the letter.
 
 .. important::
-   Your document must respect the following rules to pass the validation before being sent:
-
-   - Margins must be **5 mm** on all sides. As Odoo forces the outer margins by filling them with
-     white before sending the snailmail, it can results in the user's custom being cut off if it
-     protrudes into the margins. To check the margins, activate the :ref:`developer mode
-     <developer-mode>`, go to :menuselection:`General Settings --> Technical --> Reporting
-     section: Paper Format`.
-   - A square of **15mm by 15mm** on the bottom left corner has to stay clear.
-   - The postage area has to stay clear (:download:`download the snailmail PDF template
-     <snailmail/snailmail-template.pdf>` for more details).
-   - Pingen (Odoo Snailmail service provider) scans the area to process the address, so if something
-     gets written outside the area, it is not counted as part of the address.
+   Documents sent via snailmail must respect the following rules:
+
+   - The paper format must be **A4**.
+   - Margins must be at least **5 mm** on all sides. To configure margins, activate the
+     :ref:`developer mode <developer-mode>` and go to :menuselection:`Settings --> Technical -->
+     Paper Format`.
+   - A square of **15mm by 15mm** on the bottom left corner must remain clear.
+   - Odoo fills these areas with white before sending the letter; any overflowing content will be
+     cut.
+   - The **postage area** must remain clear (download the :download:`snailmail PDF template
+     <snailmail/snailmail-template.pdf>` for details).
+   - Pingen (Odoo's snailmail service provider) scans the **address area** to obtain the address.
+     Any text outside the address area is not considered part of the address.
 
 Pricing
 =======
 
 Snailmail is an :doc:`/applications/essentials/in_app_purchase` service that requires prepaid stamps
-(=credits) to work. Sending one document consumes one stamp.
+(credits) to work. Sending one document consumes one stamp.
 
-To buy stamps, go to :menuselection:`Accounting --> Configuration --> Settings --> Customer
-invoices: Snailmail`, click on :guilabel:`Buy credits`, or go to :menuselection:`Settings --> In-App
-Purchases: Odoo IAP`, and click on :guilabel:`View my Services`.
+To buy stamps, go to :menuselection:`Accounting --> Configuration --> Settings`, scroll down to the
+:guilabel:`Snailmail` section, and click :guilabel:`Buy credits`.
 
 .. seealso::
-   `Odoo's IAP Privacy Policy <https://iap.odoo.com/privacy#header_4>`_
+   - :ref:`accounting/invoice/sending`
+   - `Odoo's IAP Privacy Policy <https://iap.odoo.com/privacy#header_4>`_
+   - `Pingen's layout requirements <https://help.pingen.com/en/templates-and-postal-requirements/
+     letter-standards>`_

content/applications/essentials/stages/rotting-card.png

@@ -16,7 +16,7 @@ The Outlook :doc:`Mail Plugin <../mail_plugins>` needs to be configured both on
 Enable Mail Plugin
 ------------------
 
-First, enable the *Mail Plugin* feature in the database. Go to :menuselection:`Settings --> General
+First, enable the *Mail Plugin* module in the database. Go to :menuselection:`Settings --> General
 Settings --> Integrations`, enable :guilabel:`Mail Plugin`, and :guilabel:`Save` the configuration.
 
 .. _mail-plugin/outlook/install-plugin:
@@ -29,36 +29,26 @@ later: `https://download.odoocdn.com/plugins/outlook/manifest.xml
 <https://download.odoocdn.com/plugins/outlook/manifest.xml>`_.
 
 Next, open the Outlook mailbox, and select any email. After completing this, click on the
-:guilabel:`More actions` button in the upper right-side and select :guilabel:`Get Add-ins`.
+:guilabel:`Apps` button in the upper right-side, then click :guilabel:`Get add-ins`.
 
 .. image:: outlook/more-actions.png
-   :align: center
-   :alt: More actions button in Outlook
-
-.. tip::
-   For locally installed versions of Microsoft Outlook, access the :guilabel:`Get Add-ins` menu item
-   while in preview mode (**not** with a message open). First, click on the :guilabel:`...
-   (ellipsis)` icon in the upper right of the previewed message, then scroll down, and click on
-   :guilabel:`Get Add-ins`.
+   :alt: Apps button in Outlook
 
 Following this step, select the :guilabel:`My add-ins` tab on the left-side.
 
 .. image:: outlook/my-add-ins.png
-   :align: center
    :alt: My add-ins in Outlook
 
-Under :guilabel:`Custom add-ins` towards the bottom, click on :guilabel:`+ Add a custom add-in`, and
-then on :guilabel:`Add from file...`
+Under :guilabel:`Custom Addins` towards the bottom, click on :guilabel:`+ Add a custom add-in`, then
+select :guilabel:`Add from file...`
 
 .. image:: outlook/custom-add-ins.png
-   :align: center
    :alt: Custom add-ins in Outlook
 
 For the next step, attach the `manifest.xml` file downloaded above, and press :guilabel:`OK`. Next,
 read the warning and click on :guilabel:`Install`.
 
 .. image:: outlook/add-in-warning.png
-   :align: center
    :alt: Custom add-in installation warning in Outlook
 
 .. _mail-plugin/outlook/connect-database:
@@ -67,18 +57,16 @@ Connect the database
 --------------------
 
 Now, Outlook will be connected to the Odoo database. First, open any email in the Outlook mailbox,
-click on the :guilabel:`More actions` button in the upper right-side, and select :guilabel:`Odoo for
-Outlook`.
+click on the :guilabel:`Apps` button in the upper right-side, and select :guilabel:`Odoo Inbox
+Addin`.
 
 .. image:: outlook/odoo-for-outlook.png
-   :align: center
    :alt: Odoo for Outlook add-in button
 
 The right-side panel can now display **Company Insights**. At the bottom, click on
 :guilabel:`Login`.
 
 .. image:: outlook/panel-login.png
-   :align: center
    :alt: Logging in the Odoo database
 
 .. note::
@@ -88,69 +76,74 @@ The right-side panel can now display **Company Insights**. At the bottom, click
 .. tip::
    If, after a short while, the panel is still empty, it is possible that the browser cookie
    settings prevented it from loading. Note that these settings also change if the browser is in
-   "Incognito" mode.
+   *Incognito* mode.
 
    To fix this issue, configure the browser to always allow cookies on Odoo's plugin page.
 
    For Google Chrome, change the browser cookie settings by following the guide at:
    `https://support.google.com/chrome/answer/95647
-   <https://support.google.com/chrome/answer/95647>`_
-   and adding `download.odoo.com` to the list of :guilabel:`Sites that can always use cookies`.
+   <https://support.google.com/chrome/answer/95647>`_ and adding `download.odoo.com` to the list of
+   :guilabel:`Sites that can always use cookies`.
 
    Once this is complete, the Outlook panel needs to be opened again.
 
 Now, enter the Odoo database URL and click on :guilabel:`Login`.
 
 .. image:: outlook/enter-database-url.png
-   :align: center
    :alt: Entering the Odoo database URL
 
 Next, click on :guilabel:`Allow` to open the pop-up window.
 
 .. image:: outlook/new-window-warning.png
-   :align: center
    :alt: New window pop-up warning
 
 If the user isn't logged into the database, enter the credentials. Click on :guilabel:`Allow` to let
 the Outlook Plugin connect to the database.
 
 .. image:: outlook/odoo-permission.png
-   :align: center
    :alt: Allowing the Outlook Plugin to connect to a database
 
 .. _mail-plugin/outlook/add-shortcut:
 
-Add a shortcut to the plugin
-----------------------------
+Using the inbox plugin
+======================
+
+To use the plugin, open any email in the Outlook mailbox, click on the :guilabel:`Apps` button in
+the upper right-side, and select :guilabel:`Odoo Inbox Addin` to open the panel.
+
+.. note::
+   The options available in the panel will vary based on the applications installed in the database.
 
-By default, the Outlook Plugin can be opened from the *More actions* menu. However, to save time,
-it's possible to add it next to the other default actions.
+Create a contact
+----------------
 
-In the Outlook mailbox, click on :guilabel:`Settings`, then on :guilabel:`View all Outlook
-settings`.
+To create a contact record in Odoo from an email, click the :icon:`fa-plus-circle`
+:guilabel:`(circle plus)` icon.
 
-.. image:: outlook/all-outlook-settings.png
-   :align: center
-   :alt: Viewing all Outlook settings
+.. note::
+   A contact record **must** be created before a lead/opportunity can be created.
 
-Now, select :guilabel:`Customize actions` under :guilabel:`Mail`, click on :guilabel:`Odoo for
-Outlook`, and then :guilabel:`Save`.
+Create an opportunity
+---------------------
 
-.. image:: outlook/customize-actions.png
-   :align: center
-   :alt: Odoo for Outlook customized action
+To create an opportunity from an email, click the :icon:`fa-plus` :guilabel:`(plus)` icon next to
+:guilabel:`Opportunities`. Doing so opens a new opportunity record in Odoo in a new tab. The subject
+of the email is used as the opportunity title, and the content of the email is added to the
+:guilabel:`Notes` tab of the opportunity.
 
-Following this step, open any email; the shortcut should be displayed.
+Create a task
+-------------
 
-.. image:: outlook/odoo-outlook-shortcut.png
-   :align: center
-   :alt: Odoo for Outlook customized action
+To create a task from an email, click the :icon:`fa-plus` :guilabel:`(plus)` icon next to
+:guilabel:`Tasks`. Then, enter the title of the project where the task should be created in the
+resulting field, and select the appropriate project from the resulting list. This opens a new task
+record in Odoo in a new tab. The subject of the email is used as the task title, and the content of
+the email is added to the :guilabel:`Description` tab.
 
-Using the plugin
-----------------
+Create a ticket
+---------------
 
-Now that the plug-in is installed and operational, all that needs to be done to create a lead is to
-click on the `O` [Odoo icon] or navigate to :guilabel:`More actions` and click on :guilabel:`Odoo
-for Outlook`. The side panel will appear on the right-side, and under :guilabel:`Opportunities`
-click on :guilabel:`New`. A new window with the created opportunity in the Odoo database will
-populate.
+To create a task from an email, click the :icon:`fa-plus` :guilabel:`(plus)` icon next to
+:guilabel:`Tickets`. Doing so opens a new ticket record in Odoo in a new tab. The subject of the
+email is used as the ticket title, and the content of the email is added to the
+:guilabel:`Description` tab of the ticket.