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→Example of use case: Using Emailcollector for a support center
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Choose the action to do on collected emails.
Choose the action to do on collected emails.
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=Usage=
=Usage=
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A test mode is available (button '''Test'''). This mode does not cause any modification of your mailbox (just reading) nor modification in Dolibarr. On the other hand, it allows you to see the different stages of the selection of qualified email, the filter and the processing of the actions that would be applied if we were not in test mode. This is an important feature to fine-tune the configuration of the collector.
A test mode is available (button '''Test'''). This mode does not cause any modification of your mailbox (just reading) nor modification in Dolibarr. On the other hand, it allows you to see the different stages of the selection of qualified email, the filter and the processing of the actions that would be applied if we were not in test mode. This is an important feature to fine-tune the configuration of the collector.
+
+== Trouble shooting ==
+If you got the error "connection setup failed - authenticate" with Google OAuth and your OAuth token + refresh works, check the Login (email) in your Emailcollector setup.
== Example of use case: Using Emailcollector for a support center ==
== Example of use case: Using Emailcollector for a support center ==
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You must:
You must:
−* Declare the email support@mycompany.com as a possible sender email for each employee (but uncheck the checkbox "alias" if using Gmail). So it will be possible for every employee to send/answer emails as the sender support@mycompany.com. So if the customer answer email of any employee, the answer will be sent to support@mycompany.com (so the n employee will also receive it).
+* Declare/Allow the email support@mycompany.com as a possible sender email for each employee (Example on Gmail: click on the menu wheel "Parameters", See All parameters, tab "Accounts and import", in section "Send email as", click on "Add another email", enter the email support@mycompany.com but uncheck the checkbox "alias", then click on link received by email to validate the new sender profile, go back in section "Send email as" and check the option "Reply from the same address the message was sent to").
+So it will be possible for every employee to send/answer emails as the sender support@mycompany.com. So if the customer answer email of any employee, the answer will be sent to support@mycompany.com (so the n employees will also receive it).
* Once this is done, if the email support@mycompany.com is a Mailing-List, it is recommended to create another email account, for exemple *followsupport@mycompany.com* and include it as another member of the mailing list support@mycompany.com. So followsupport@mycompany.com will receive any emails and answers inside the Inbox.
* Once this is done, if the email support@mycompany.com is a Mailing-List, it is recommended to create another email account, for exemple *followsupport@mycompany.com* and include it as another member of the mailing list support@mycompany.com. So followsupport@mycompany.com will receive any emails and answers inside the Inbox.
−* Enable the [[Module EmailCollector]] and the [[Module Ticket]].
+* Enable the [[Module EMail Collector]] and the [[Module Ticket]].
−* Create one EmailCollector entry with credentials (IMAP login or OAuth) of the *followsupport* user and Inbox as the input directory. You can set the output directoy as "Processed emails" (you must create the directory or label before the first run). As the inbox is dedicated to followsupport@mycompany.com email, no need to set filters.
+* In the setup of the ticket module, set the field "Force an email as CC recipient to all messages send from ticket page" to support@mycompany.com, so any email send from a ticket in Dolibarr backoffice will aslo be sent to support@mycompany.com.
+* In the setup of the ticket module, create one EmailCollector entry with credentials (IMAP login or OAuth) of the "followsupport" user as the user to connect to IMAP, and "Inbox" as the input directory. You can set the output directoy as "Processed emails" (you must create the directory or label before the first run). As the inbox is dedicated to followsupport@mycompany.com email, no need to set filters.
Imagine that the received emails are formated by a web form and has this content:
Imagine that the received emails are formated by a web form and has this content:
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So each time an email is received to support@mycompany.com, or an answer is done, the user follow@mycompany.com receive the email and the collector will use it, trying to guess if it is a input or output email and will record a help desk ticket or complete a ticket..
So each time an email is received to support@mycompany.com, or an answer is done, the user follow@mycompany.com receive the email and the collector will use it, trying to guess if it is a input or output email and will record a help desk ticket or complete a ticket..
−== Example of use case: Create an opportunity for a team of sales ==
== Example of use case: Create an opportunity for a team of sales ==
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* Once this is done, if the email sales@mycompany.com is a Mailing-List, it is recommended to create another email account, for exemple *followsales@mycompany.com* and include it as another member of the mailing list sales@mycompany.com. So followsales@mycompany.com will receive any emails and answers inside its Inbox.
* Once this is done, if the email sales@mycompany.com is a Mailing-List, it is recommended to create another email account, for exemple *followsales@mycompany.com* and include it as another member of the mailing list sales@mycompany.com. So followsales@mycompany.com will receive any emails and answers inside its Inbox.
−* Enable the [[Module EmailCollector]] and the [[Module Project]] with option "Allow opportunity management" to On.
+* Enable the [[Module EMail Collector]] and the [[Module Projects]] with option "Allow opportunity management" to On.
* Create one EmailCollector entry with credentials (IMAP login or OAuth) of the sales mailbox. You can set the output directoy as "Processed emails" (you must create the directory or label before the first run). As the Inbox is dedicated to followsales@mycompany.com email, no need to set filters.
* Create one EmailCollector entry with credentials (IMAP login or OAuth) of the sales mailbox. You can set the output directoy as "Processed emails" (you must create the directory or label before the first run). As the Inbox is dedicated to followsales@mycompany.com email, no need to set filters.