📄 Getting started with MailDesk

Getting started with MailDesk

This guide explains how to set up MailDesk correctly for the first time and understand how synchronization really works.

MailDesk is a professional email client.

It requires explicit configuration of incoming and outgoing mail servers and performs folder-based synchronization with progressive backfill.


Before you start

Make sure you have:

  • Access to Odoo with MailDesk installed

  • Administrator or MailDesk Admin rights (recommended)

  • Login details or OAuth access for your email account

  • Incoming and outgoing server information (if not already configured)

💡 If you are unsure about server settings or OAuth configuration, contact your Odoo administrator.


Step 1 — Open MailDesk

  1. Open Odoo

  2. Go to the MailDesk app from the main menu

If this is your first time, the mailbox view will be empty.


Step 2 — Create a mailbox account

  1. Click the Settings (⚙️) icon

  2. Open Mailbox Accounts

  3. Click Create

A mailbox account represents one real email inbox in the system.


Step 3 — Mailbox account basics

Fill in the basic fields:

  • Account Name

    Internal name used inside Odoo

  • Email Address

    The real email address used for sending and receiving

  • Sender Name

    The name recipients will see as the sender

  • Users with Access

    Only listed users will see this mailbox and its emails

⚠️ If a user is not listed, they will not see any emails.


Step 4 — Configure Incoming Mail Server

MailDesk does not guess how to receive emails.

You must explicitly configure an Incoming Mail Server.

Incoming servers are used to:

  • Fetch emails from the provider

  • Synchronize folders

  • Load messages progressively

Options:

  • OAuth-based servers (Gmail / Outlook)

  • IMAP servers (custom providers)

If no incoming server exists:

  • You can create it directly from the mailbox account


Step 5 — Configure Outgoing SMTP Server

Outgoing servers are used to send emails.

You must configure:

  • SMTP server

  • Port and encryption

  • Authentication (OAuth or credentials)

Click:

  • Test Outgoing to verify sending works

⚠️ Sending will fail if no valid outgoing server is configured.


Step 6 — Fetch folders (important)

After configuring incoming and outgoing servers:

Click Fetch Folders in the mailbox account header.

What this does:

  • Connects to the email provider

  • Reads the available folders (Inbox, Sent, etc.)

  • Makes them selectable in MailDesk

Without fetching folders, no emails can be synchronized.


Step 7 — Select folders to synchronize

Go to the Folders tab and select which folders to sync.

Recommended minimum:

  • Inbox

  • Sent

Optional:

  • Drafts

  • Trash

  • Archive

💡 Fewer folders = faster and more reliable sync.


Step 8 — Initial synchronization (how it really works)

MailDesk synchronizes per folder, not all at once.

Expected behavior:

  • Sync starts after folders are selected

  • Each folder is synchronized independently

  • Newest emails are fetched first

  • Older emails are loaded gradually (backfill)

  • Full email bodies are fetched on demand when opened

Large mailboxes may take significant time to fully backfill.

⚠️ This is normal and expected.


Step 9 — Send and receive a test email

Verify the setup:

1️⃣ Click Compose
2️⃣ Send an email to yourself
3️⃣ Check Sent (appears immediately)
4️⃣ Wait for the email to arrive in Inbox

✔ Sent emails appear instantly
✔ Incoming emails may appear after the next sync cycle



Step 10 — Verify everything works

Before adding more mailboxes, confirm:

  • Incoming emails arrive after sync

  • Sending works without errors

  • Correct folders are populated

  • Replies stay in the same conversation

  • Sent emails appear in the correct Sent folder

If something looks wrong, check Troubleshooting before continuing.


What to do next

Now that your first mailbox is working:

→ Connect additional mailboxes (one by one)
→ Learn Daily use workflows
→ Organize emails using tags and folders


Important tip

MailDesk works best when you:

  • Configure servers explicitly

  • Fetch folders before expecting emails

  • Let synchronization finish naturally

  • Avoid reconnecting accounts repeatedly