Email Monitoring Profiles: Smarter Email Notifications in Odoo

Efficient communication is key to smooth operations, especially when teams rely on Odoo Chatter for updates. Steersman’s “Email Monitoring Profiles” feature makes it easy for users to stay informed about incoming messages without cluttering their inboxes or missing important emails.

What the Feature Does

With this enhancement, users can now receive push notifications (via email or inbox) whenever an incoming email is received on a record that has chatter enabled — even if they’re not a follower of that record.

Our “Email Monitoring Profiles” feature also includes model-based routing, allowing each user to choose which Odoo models they want to monitor.

For example, a user may choose to receive notifications for:

Sales Orders
Customer Invoices
Delivery Confirmations
Purchase Orders
Quotations
Customer Statements
AP Payment Remittances

This ensures that users receive only relevant updates, rather than being flooded with notifications from unrelated modules.

Why It’s Important

Before this update, all incoming emails were routed to the same catchall address, making it difficult to track messages or route them appropriately. The new “model selection” option enables targeted notifications, reducing missed emails and enhancing accountability for follow-ups.

How It Works

When a user is added to an Email Monitoring Profile, they can select which Odoo model(s) they want to receive notifications for.

Each incoming email contains an Odoo email header, which identifies the related model and record

Using this information, the system automatically routes notifications to the appropriate user(s) based on their monitoring profile.

If a model isn’t specified on the monitoring profile, the user will receive incoming emails for all models.

How to configure Email Monitor Profiles

Must be in developer mode
Go to Settings > Technical > Email > Incoming Email Monitoring Profiles

email monitoring
3. Click “Create”
- Monitoring Contact: Assign which user should receive incoming email notification

- Email: What email the notifications should be routed to ( this field will automatically populate with the email connected to the user’s account)

- On Models: Allows you to select which models you want to receive incoming emails for.

Let’s say a company’s Accounts Receivable team wants to track only Customer Invoices and Customer Statements, while the Sales team is only interested in new Quotations and Sales Orders.

With this new feature:

AR users will only receive notifications for messages related to invoices and statements.
Sales users will only see updates related to sales order documents.

This keeps communication focused and efficient.

Shared Inbox: A Smarter Way to Manage Incoming Emails in Odoo

Managing incoming emails in Odoo has always depended heavily on proper routing, something that isn’t always guaranteed. When replies lose their metadata or emails arrive without clear context, they can fall through the cracks, leading to missed communication and delayed responses. While Odoo routes emails to records like Sales Orders, Invoices, and CRM Leads, there has traditionally been no centralized way to monitor all incoming communication across the system. The New Shared Inbox module solves these problems by providing a centralized, actionable view of all incoming emails in Odoo, ensuring nothing slips through the cracks.

Eliminating Email Loops in Odoo With Smarter Address Handling for Automated Replies

In real-world scenarios, many third-party services (such as AP automation platforms) process emails and send responses from a different address than the one originally contacted. While this may seem harmless, it can create serious issues inside Odoo. Steersman has developed a new enhancement to intelligently handle these scenarios—preventing email loops, reducing noise, and improving communication accuracy.

Odoo email carbon copy to multiple contacts per document or model

Configure your contact's email carbon copy recipients - CC destinations configurable per data model that you are working with

Set Default Email Templates per Model in Odoo

This Steersman enhancement lets you assign different default email templates for each model (Sales Orders, Purchase Orders, Invoices, etc.), so the right template is always pre-selected in the "Compose Message" wizard based on the record you’re working with.