| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Lines of code | 1145 |
| Technical Name |
nex_user_notes |
| License | OPL-1 |
Smart Record Notes
Attach multiple personal and global notes to any record in Odoo. Notes appear as count badges in list views and as a side panel in form views. Support for personal (private) and global (shared) notes with full CRUD for note owners.
Key Features
Boost your productivity with inline notes on any Odoo record. Add multiple personal or global notes directly from list and form views â no page navigation needed.
List View Integration
- Notes Column: An optional Notes column appears in every list view automatically with a count badge.
- Count Badge: Shows the number of notes per record. A globe icon indicates global notes are present.
- Inline Popover: Click to view, add, edit, or delete notes via a multi-note popover â no page navigation required.
- Toggle Visibility: Hide or show the notes column via the optional columns dropdown.
Form View Integration
- Side Panel: A notes panel slides in from the right side of the form view, showing all notes for the record.
- Auto-Open: The panel opens automatically when the record has existing notes.
- Header Badge: A note icon with count badge in the control panel (top-right) lets you toggle the panel.
- Inline Editing: Add, edit, and delete notes directly within the panel without leaving the form.
Personal & Global Notes
- Personal Notes: Private notes visible only to the creator. Add as many as you need per record.
- Global Notes: Shared notes visible to all users on a record, so the whole team stays informed.
- Owner Control: Only the note creator can edit or delete their notes â both personal and global.
- Color Coding: Choose from 5 colors (yellow, green, blue, pink, white) to organize and categorize notes.
- Admin Overview: System administrators can view all notes via Settings > Technical > Notes.
- Works Everywhere: Notes work on any model â contacts, sales orders, invoices, products, and more.
How to Use
- Step 1: Open any list view (Contacts, Sales Orders, Invoices, etc.).
- Step 2: Click the "+" icon in the Notes column to add a note, or click the count badge to view existing notes.
- Step 3: Type your note, pick a color, toggle "Global" if you want all users to see it, and click Save.
- Step 4: In form view, the notes panel opens automatically on the right side. Use the icon in the header to toggle it.
For customization
Reach out to our support team at webdeveloper.inf@gmail.com for any customization.
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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