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Universal Stale Record Reminder

by
Odoo
v 19.0 Third Party 1
Download for v 19.0 Deploy on Odoo.sh
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 402
Technical Name ip_stale_record_reminder
LicenseLGPL-3
Websitehttps://www.iplexsoft.com
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 402
Technical Name ip_stale_record_reminder
LicenseLGPL-3
Websitehttps://www.iplexsoft.com
Universal Stale Record Reminder banner

Universal Stale Record Reminder for Odoo

Automatically find inactive records and create follow-up activities for the right users. Use it for contacts, CRM leads, quotations, tasks, tickets, custom models, and any other activity-enabled Odoo record that should not be forgotten.

Odoo 19 Any activity-enabled model Manual and scheduled runs Reminder history

Prevent missed follow-ups

Old records often remain open without any user action. This app finds those records and creates clear To-Do activities so teams know what needs attention.

Works across Odoo

Configure rules for standard or custom models. Use the last update date or any stored date/datetime field to decide when a record becomes stale.

Controlled reminders

Choose recipients, activity type, deadline, repeat interval, and max records per run. The repeat interval avoids duplicate reminders for the same record and user.

How It Works

1

Create a rule

Select the model, inactivity days, optional domain, recipients, and activity details.

2

Run now or schedule

Run manually from the rule form or let the daily cron process active rules.

3

Activity is created

The selected users receive planned activities directly on the original record.

4

Review history

Every reminder is logged with the rule, record, user, company, and reminder date.

Stale reminder workflow demo

Screenshots

Configure stale record reminder rule
Reminder history record
Created activity on target record
Repeat interval duplicate reminder control

Main Features

  • Configure reminders for any activity-enabled model.
  • Use write date or a selected date/datetime field.
  • Add optional Odoo domains for precise filtering.
  • Assign activities to a responsible user field and fixed users.
  • Configure activity type, summary, note, and deadline.
  • Prevent repeated reminders using repeat interval days.
  • Include archived records when needed.
  • Limit records per run for controlled processing.
  • Run manually or use the daily scheduler.
  • Open the original record directly from reminder history.

Example Use Cases

  • Contacts not updated for 30 days.
  • CRM leads with no update for 3 days.
  • Draft quotations pending for 5 days.
  • Project tasks inactive for 2 days.
  • Helpdesk tickets waiting too long.
  • Custom approval, operations, or service records requiring follow-up.
Testing tip: create a rule for Contacts, set Inactivity Days to 1, add a domain for an old contact, select Administrator as an additional user, save, and click Run Now. The app will create a planned activity and a reminder history record.

Built by IplexSoft

Practical Odoo modules focused on daily business control, auditability, and clean workflows.

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