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v 18.0 Third Party 2
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Lines of code 209
Technical Name notes_share_portal
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 14.0 15.0 16.0 17.0 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Project (project)
To-Do (project_todo)
Discuss (mail)
Lines of code 209
Technical Name notes_share_portal
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 14.0 15.0 16.0 17.0 18.0

Implementation of Note Sharing and Management on a Portal Website

Developing a Note Sharing and Management System for Odoo Portal

Notes Sharing and Management for Customers, Vendors, and Contacts on Odoo Portal

This module enables the sharing of notes on the "My Account" portal section of your website, allowing seamless access and management for users.

Main Features:

  • Note Sharing to Multiple Portal Users: This feature allows you to share notes with various portal users, including customers, contacts, vendors, and partners, directly on the portal section of your website.
  • Backend Configuration for Sharing Notes: In the backend, you can configure a dedicated "Share Portal" field within the note form. By selecting the appropriate users, the note will be shared with the chosen recipients on their portal accounts.
  • View-Only Access with Messaging via Chatter: Shared notes are viewable by the selected users on the portal, with restricted access for editing. However, they can interact through the provided Chatter feature, enabling them to send messages or queries regarding the note.
  • Detailed Visual and Video Guides: For further clarification and guidance, please refer to the screenshots and watch the provided video for a step-by-step overview of the feature.

Edition Compatibility:


Enterprise Odoo.sh Community

Notes Form View in Odoo with Share Portal Field for User Access Control

Login With - Azure Interior - Example

Notes Management Menu on 'My Account' Portal for Users

Notes Website Form with Chatter for User Interaction on Portal

Display Search Results in Notes List View on Portal

Notes List View for Displaying Search Results on Portal

Odoo Standard Notes Management: List View Interface

Backend Notes Form: Creation and Configuration

Customer - Deco Addict - Example.

Notes Management Menu for Customer/Contact/Vendor Login on My Account Portal

Notes List View for Users on Portal Interface

Notes Website Form with Chatter for User Interaction on Portal

Display Search Results in Notes List View on Portal

Display Tagged Search Results in Notes List View on Portal

Odoo Standard Notes Management: List View Interface

Backend Notes Form: Creation and Configuration

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

  • Odoo Implementation

  • Odoo Support

  • Odoo Customization

  • Odoo Migration

  • Odoo Training

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.

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