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| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• To-Do (project_todo) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Project (project) |
| Lines of code | 67 |
| Technical Name |
crm_notes_odoo |
| License | See License tab |
| Website | http://www.probuse.com |
| Versions | 14.0 15.0 16.0 17.0 18.0 19.0 |
CRM Pipeline Notes
Notes for CRM Pipelines / Leads Odoo App
This app allows your CRM team to keep notes for CRM pipelines / leads they are working as shown in below screenshots.
Main Features:
- System adds a smart button on the CRM form as shown and CRM users can view all the notes related to that CRM and also create new Notes using the smart button.
- Please note that we are using Odoo standard notes feature here.
- For more details please see below screenshots and video.
Edition Compatibility:
Enterprise Odoo.sh Community
CRM Menu - Odoo Standard
Pipeline Form View (Odoo Standard) with Notes Smart Button
Notes Showing After Clicking Smart Button Notes on CRM
Notes Form View Odoo Standard with CRM Reference on Create
Notes Form View Odoo Standard with CRM Reference on Create
Notes [Odoo Standard] Menu under CRM - Only Show Notes where CRM Reference is Set.
Notes under CRM
NEED INSTALLATION, CUSTOMIZATION, MIGRATION, OR SUPPORT?
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Trusted by Businesses Worldwide with 1500+ Odoo Apps & Solutions
- Odoo Implementation
- Odoo Migration & Upgrades
- Industry Specific Solutions
- Odoo.sh Deployment
- Odoo Customization
- Odoo Integrations
- Mobile Application Development
- AI Solutions & Automation
Email:
contact@probuse.com
Website:
https://probuse.com/
contact@probuse.com
Website:
https://probuse.com/
Call / WhatsApp:
+91 96011 19434
+91 78745 43092
Apps & Solutions:
https://probuseappdemo.com/
+91 96011 19434
+91 78745 43092
Apps & Solutions:
https://probuseappdemo.com/
Contact Us Today for Expert Odoo Consulting, Development, and Support Services.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• To-Do (project_todo) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Project (project) |
| Lines of code | 67 |
| Technical Name |
crm_notes_odoo |
| License | See License tab |
| Website | http://www.probuse.com |
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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