| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 2681 |
| Technical Name |
do_quick_notes |
| License | LGPL-3 |
| Website | https://www.doincredible.com |
Smart Notes
Universal Sticky Notes for Every Odoo Record
Attach colorful note badges, reminders & warnings to any record in any app — with zero per-model setup.
by Do Incredible
Overview
Smart Notes turns the sticky notes people keep on their desks, in spreadsheets and in their heads into a structured, searchable part of Odoo. Attach quick notes, reminders, warnings, tags and internal comments to any record in any model — customers, sales orders, employees, products, invoices, projects or your own custom models — without ever touching the business object.
Unlike chatter messages that are hidden at the bottom of a form, Smart Notes surface instantly as colorful badges at the top of every form, inside a dedicated Notes app, on a KPI dashboard, in the systray and (optionally) on the customer portal. The whole engine is generic and configuration-driven, so it works the moment you install it — no development, no per-model view editing.
Business problems it solves
✓ Important context (VIP, no credit, call after 5 PM) gets lost or repeated endlessly.
✓ Reminders live in personal notebooks instead of the ERP.
✓ Teams re-explain the same customer quirks on every interaction.
✓ Critical warnings are buried deep in chatter history.
✓ No single place to see, search and filter all internal notes.
✓ Sensitive notes are shared with everyone instead of the right people.
The result is instant visibility, fewer repetitive questions, faster customer service and better internal collaboration — a measurable productivity boost across every department that uses Odoo.
Key Features
Universal & Generic
A single res_model / res_id architecture attaches notes to any standard or custom model. Zero hardcoded dependencies.
Sticky Notes Launcher
A compact, sticky Notes launcher appears on every enabled form and opens a clean dropdown of the record's notes — no view inheritance or Studio editing required.
Smart Reminders
Trigger reminders via Inbox, Email or scheduled Activities. A systray menu shows everything due today, one click away.
Categories, Colors & Icons
Unlimited configurable categories and ten note types, each with its own color, icon, default priority and visibility.
Powerful Visibility
Only Me, Record Followers, Assigned Users, Company, Everyone, Specific Users or Groups — enforced by record rules & multi-company.
Note Templates
Reusable one-click templates (VIP Customer, Late Payment, Fragile Product…) so teams never retype the same note.
Expiration & Pinning
Pin critical notes to the top and auto-hide, archive or notify when notes expire — configurable expiration policy.
Dashboard & Analytics
A KPI dashboard plus list, kanban, calendar, activity, pivot and graph views to slice notes by category, type or priority.
Search, Filters & Bulk Ops
Faceted search panel, saved filters and bulk actions to pin, archive, recolor, recategorize or reassign notes in seconds.
How It Works
Install & enable
Install the app. By default the notes ribbon is enabled on every model — or restrict it to chosen models from Settings.
Open any record
On a customer, sales order, product or any record, the compact Smart Notes launcher appears at the top-right of the form showing the note count.
Add a Quick Note
Click Quick Note, pick a template or fill in title, category, color, priority, reminder and body — without leaving the record.
See it instantly
The note appears in the launcher instantly and the count updates. Set its visibility so only the right people see it; open the dropdown any time for full details.
Stay on top of everything
Reminders fire on schedule, the systray shows what is due, and the dashboard and analytics keep the whole team aligned.
Screenshots
A closer look at Smart Notes in action.
Dashboard — KPIs, category & type breakdowns, critical and recent notes
Customer form — a compact, sticky Notes launcher (zero view editing) opens a clean dropdown
Sales Order — notes open in a tidy dropdown, sticky and out of the way
Kanban board — grouped by category with a faceted search panel
Quick Note dialog — add a note without leaving the record
Note form — category, type, color, visibility, reminder & expiration
List view — inline editing, sorting and powerful filters
Analytics — graph & pivot views for note trends
Categories — default color, icon, priority and visibility
Templates — reusable, one-click common notes
Settings — enable per model, defaults, expiration policy & portal
Installation & Configuration
📦 Installation
1. Copy do_quick_notes into your addons path.
2. Activate developer mode and update the Apps list.
3. Search for Smart Notes and click Install.
Depends only on base, mail and web — no extra modules needed.
⚙ Settings
Go to Settings → Smart Notes to configure:
✓ Enable on all models, or list specific ones.
✓ Default color, icon and visibility.
✓ Expiration policy and max notes per record.
✓ Portal visibility for external users.
🔒 Permissions
Two ready-made security groups:
Smart Notes / User — granted to every employee; create and manage their own notes and see notes shared with them.
Smart Notes / Manager — configure categories & templates and manage all notes within their companies.
📝 First Steps
1. Review the pre-loaded categories and templates.
2. Open any customer and add your first Quick Note.
3. Set a reminder and choose its visibility.
4. Explore the Smart Notes app and dashboard.
Use Cases Across Every App
📞 CRM & Sales
VIP customer, prefers WhatsApp, call after 5 PM, awaiting confirmation, high priority.
🛒 Purchase
Preferred vendor, approval required, price renegotiated, lead-time warnings.
📦 Inventory
Fragile item, store below 20°C, quality inspection required, handle with care.
🏭 Manufacturing
Special tooling, rework notes, BOM caveats, machine setup reminders.
💰 Accounting
No credit, exceeds terms, send invoice to finance, payment follow-up.
👥 HR
Working remotely, medical restrictions, temporary manager, certification due.
🌍 Website & POS
Promo notes, store-specific instructions, loyalty reminders, offline follow-ups.
🗂 Projects
Blocker context, client preferences, review reminders, scope warnings.
⚙ Custom Modules
Works on any custom model out of the box — no extra development needed.
Benefits
⚡ Instant visibility
Critical context is seen the moment a record opens — not buried in chatter.
💬 Less repetitive communication
Customer quirks and instructions are captured once and shared with the right team.
🚀 Higher productivity
Quick notes and reminders without ever leaving the record or opening another menu.
🛡 Safer information sharing
Granular visibility and multi-company rules keep sensitive notes private.
🎯 Better customer service
Every agent instantly knows the customer’s preferences, history and warnings.
📈 Enterprise-grade performance
Indexed generic links and batched queries keep it fast on large databases.
Why Choose Smart Notes?
✓ Truly Universal
One install covers every standard and custom model — no per-app add-ons to buy.
✓ Zero Hardcoding
Configuration-driven, future-proof and upgrade-safe.
✓ No View Editing
The ribbon injects itself — no Studio, no XML, no developer required.
✓ Security First
ACLs, record rules and multi-company isolation — never bypassed with sudo.
✓ Fully Tested
Shipped with an automated test suite and demo data.
✓ Translatable
Every label is translatable, with a .pot template included.
Technical Information
| Module Name | Smart Notes |
| Technical Name | do_quick_notes |
| Category | Productivity |
| License | LGPL-3 |
| Version | 19.0.1.0.0 |
| Dependencies | base, mail, web |
| Lines of Code | 3,400+ |
| Python Version | 3.10+ |
| Supported Odoo Versions | 19.0 (Community & Enterprise) |
| Multi Company | Yes |
| Multi Language | Yes (translatable, .pot included) |
| Installable | Yes |
| Auto Install | No |
| Application | Yes |
Support
✉ Email Support
🌐 Website
www.doincredible.com
📖 Documentation
A complete README with installation, configuration, usage, security & FAQ ships inside the module.
🐛 Issue Reporting
Found a bug or have a feature request? Email us with your Odoo version and steps to reproduce — we respond fast.
About Do Incredible
Do Incredible builds practical, enterprise-grade Odoo apps that solve real business problems with clean, upgrade-safe code. Every module follows Odoo’s own conventions, ships with tests and documentation, and is designed to scale with your business. Smart Notes is part of our growing suite of productivity tools trusted to make teams faster and more organized.
Please log in to comment on this module