| Technical Name |
notes_share_portal
|
| License | OPL-1 |
Introduction
The Odoo Notes Share Portal module by Probuse Consulting Service Pvt. Ltd. enables businesses to share internal notes with customers, vendors, and partners through the "My Account" portal on their website. This feature enhances communication and ensures that important information is accessible to the relevant parties securely.
Key Features
Share Notes with External Users: Allows you to share notes with customers, vendors, contacts, and other external users via the portal.
Configurable Sharing: Configure the sharing settings on the note form in the backend to specify who can access each note.
View-Only Access: Shared notes are viewable by recipients; they cannot edit the notes but can communicate via the portal's chatter feature.
Integrated with Odoo Modules: Works seamlessly with Odoo's Project and Discuss modules.
Benefits
Enhanced Communication: Facilitates secure and efficient sharing of important information with external parties.
Improved Collaboration: Allows recipients to view notes and engage in discussions through the portal's chatter feature.
Streamlined Workflow: Integrates with existing Odoo modules, ensuring a cohesive user experience.
Customizable Access: Control who can view each note, ensuring that sensitive information is shared appropriately.
Compatibility & Technical Details
Odoo Version: Compatible with Odoo 17.0.
Required Modules: Project (project), Discuss (mail).
License: Odoo Proprietary License v1.0.
Installation: Installable via the Odoo Apps interface.
Support: For technical support, contact Probuse Consulting Service Pvt. Ltd. directly.
Share Notes on Portal Website.
Share Notes on Portal Website Odoo app.
Share Notes to Customers / Vendors / Contacts / External User on Portal.
This app allows you to share notes on the portal my account of your website.
Main Features:
- Allow you to share notes to customers/contacts/vendors/partners to the portal of your website.
- You can configure a share portal field on note form in the backend and then that note will be shared to selected persons.
- They can view notes on the portal (can not edit) but they can send messages on the portal using the chatter given.
- For more details please see below screenshots and watch the video.
Edition Compatibility:
Enterprise Odoo.sh Community
Notes Form View [Odoo Standard] with Share Portal Field.
Login With - Azure Interior - Example
Notes Menu on My Account Portal Website.
Notes List View on Portal.
Notes Form and Chatter on Portal.
Searching Result Show Using Note List View on Portal.
Notes list View Backend [Odoo Standard].
Notes Form View [Odoo Standard] with Share Portal Field.
Customer - Deco Addict - Example.
Notes Menu on My Account Portal - Customer/Contact/Vendor Login.
Notes List View on Portal
Notes Website Form and Chatter on Portal.
Searching Result Show Using Note List View On Portal.
Searching Tags Result Show using Notes List View on Portal
Notes list View [Odoo Standard].
Notes Form View Backend.
Contact / Support
Introducing
Probuse Consulting Services Pvt. Ltd.
If you need any help or want more additional features, you may contact us through:
Email:
[email protected]
Website:
www.probuse.com
Skype: mustufa_probuse
Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.
Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.
Our Services
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Odoo Implementation
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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.