Quick Chatter Notes | Predefined Message Templates & Internal Communication Shortcuts
by TechUltra Solutions Private Limited https://www.techultrasolutions.com$ 11.90
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 158 |
| Technical Name |
quick_chatter_notes |
| License | OPL-1 |
| Website | https://www.techultrasolutions.com |
| Versions | 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 158 |
| Technical Name |
quick_chatter_notes |
| License | OPL-1 |
| Website | https://www.techultrasolutions.com |
| Versions | 16.0 17.0 18.0 19.0 |
Quick Chatter Notes | Predefined Message Templates & Internal Communication Shortcuts
Quick Chatter Notes is a powerful productivity enhancement for Odoo that streamlines chatter communication. Instead of typing the same updates or instructions repeatedly, users can build a library of "Quick Notes." A clean popup interface allows users to browse available notes by title and index. With one click, the template content is injected into the chatter, allowing for lightning-fast communication without manual errors. It is an essential tool for Sales, Support, and Project teams who require consistent messaging and efficient workflows.
Boost productivity by creating and reusing predefined message templates directly within the Odoo chatter. Save time, ensure consistency, and eliminate repetitive typing with quick-access notes.
Quick Chatter Notes | Predefined Message Templates & Internal Communication Shortcuts
Product Overview
▶ Watch Module Demo
See how Quick Chatter Notes | Predefined Message Templates & Internal Communication Shortcuts works.
Features
Create and store frequently used messages, internal reminders, or standard replies as templates.
Option to make notes "Global" for the whole team or assign them to specific users for private use
A dedicated "Notes" icon is added to the chatter composer for instant template selection.
Simply write a point number of note from the popup and enter it to instantly insert its content into the chatter message.
Easily organize the display order of your notes using sequence numbers.
Works seamlessly across all Odoo modules that use the standard chatter system (Sales, CRM, Purchase, Inventory, etc.).
Configuration
Support
FAQs
Create Chatter Notes
After activating the module, navigate to Quick Chatter Note and click New to create a note. Enter the required details, including Title, Note Content, and optionally enable Global Note if the note should be visible to all users. Alternatively, you may select a specific user to restrict visibility so that the note is accessible only to the chosen user.
Accessing Notes in Chatter
To use the saved notes, open any chatter window (for example, in Sales click Send Message). You will see a Notes icon located beside the Emoji icon, allowing quick access to all predefined notes.
Using Notes Through the Popup
After clicking the Notes icon, a popup window will appear displaying the list of saved notes along with their index numbers. For example, if a note titled "Test note for admin" is shown with index number 1, simply type 1 and click OK. The corresponding note content will then be automatically inserted into the chatter message.
Note Successfully Inserted into Chatter
After clicking the OK button, the content associated with the selected title will be automatically inserted into the chatter message. This demonstrates how the feature enables quick and efficient message entry without having to manually retype frequently used text.
Creating a Global Note
We have also created another note named "Global", which is configured as a Global Note. This means it is accessible and usable by all users across the system, regardless of individual assignment.
Accessing Global Notes in the Popup
After creating the global note, you will now see two notes listed in the popup, including the newly added Global note. Since global notes are visible to every user, simply enter its index number to automatically insert its content into the chatter.
Creating User-Specific Notes - Marc
We have also created a new note assigned to a specific user, Marc Demo, as shown in the picture. This note will be visible and usable only by the selected user.
Using User-Specific Notes
When logged in as the demo user, you can see two notes in the popup: the Global Note and the user-specific note assigned to this user. To insert the user-specific note, simply enter its index number (2) and click OK.
Inserting User-Specific Note
After clicking OK, the note assigned to Marc Demo is automatically inserted into the chatter, demonstrating how user-specific notes are applied for the selected user.
- We provide 90 days bug-free support related to our module.
- We provide 5 hours of free configuration support. Additional configuration or customization is billable.
- The support team is available from Monday to Friday 10:00 AM to 07:00 PM (IST).
- To create a ticket, send an email to support@techultra.in.
The Notes icon is available in the chatter window beside the emoji icon.
Open the Notes popup, enter the index number of the note, and click OK to automatically insert the content.
Yes, user-wise access control allows notes to be visible only to assigned users.
Yes, it works in any chatter window across Odoo modules such as Sales, CRM, Purchase, etc.
No, it is lightweight and optimized for fast performance.
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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