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CRM Auto Assign Responsible by Email
CRM Auto Assign Responsible by Email

CRM Auto Assign Responsible by Email

by Kitworks Systems
FREE
Odoo Apps Dependencies crm
Technical Name kw_crm_responsible_by_recipient
License LGPL-3
Website https://kitworks.systems/
Versions 15.0 16.0 17.0 18.0 19.0

CRM Auto Assign Responsible by Email

CRM Auto Assign Responsible by Email

Automatic assignment of responsible user based on email recipient

Description

This module automatically assigns a responsible user to CRM leads created from incoming emails based on the email recipient.

Features

  • Automatically assigns responsible user based on email recipient
  • First searches for users with matching email addresses in the 'to' field
  • If no match is found in the 'to' field, searches in the 'recipients' field
  • Only assigns active users
  • Preserves existing CRM behavior when no matching user is found
  • Detailed logging for debugging purposes

How it works

  1. When an email is received and processed to create a CRM lead
  2. The module searches for active users whose email matches any of the recipients
  3. Priority order:
    • First checks recipients in the 'to' field
    • Then checks the 'recipients' field (includes CC, BCC, etc.)
  4. If a matching user is found, they are assigned as the responsible user
  5. If no matching user is found, the lead is created without a responsible user (standard behavior)

Technical Details

  • Overrides the message_new method in the crm.lead model
  • Uses email_normalize for proper email matching
  • Includes comprehensive logging for troubleshooting
  • Maintains compatibility with standard CRM workflow