$ 4.24
| Required Apps |
•
Contacts (contacts)
• Discuss (mail) |
| Technical Name |
partner_mail_insights
|
| License | OPL-1 |
| Technical Name |
partner_mail_insights
|
| License | OPL-1 |
Introduction
The Partner Mail Insights module for Odoo offers a refined way to monitor email interactions at the partner/contact level. Rather than navigating through all mail threads, users see summary counts of messages sent, open, replies, and response rates directly on the partner form. This insight helps sales, marketing, and support teams assess engagement, prioritize follow-ups, and identify communication gaps—all within the partner record itself.
Key Features
Display on partner record a dashboard of email metrics (sent, received, replied)
Show response rate or engagement rate per partner
Allow filters by date range or message type (inbound vs outbound)
Link mail insights to partner’s chatter history and timeline
Update metrics in real time as mail messages are exchanged
Benefits
Gives quick, actionable visibility into partner communication patterns
Helps sales/support teams prioritize partners showing unusual low engagement
Improves outreach effectiveness with insight into responsiveness
Reduces need to dig through mail threads just to assess engagement
Supports data-driven follow-up strategy and resource allocation
Compatibility & Technical Details
Technical Name: likely partner_mail_insights
Required Modules: Mail / Discuss (mail), Contacts / Partners (contacts)
License: As declared by module author (typically proprietary)
Installation Steps:
Install the module in your Odoo environment alongside the mail and contacts modules.
Activate or grant appropriate access rights so users can view email metrics on partner forms.
Upon installation, partner records will show a metrics section or panel summarizing email interactions.
As new emails are sent or received involving that partner, the metrics update accordingly.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.