Contacts
Odoo allows users to either delete or archive a contact. If there is a chance that a contact record could be valuable in the future, it's better to consider archiving rather than deleting it.
How to do either:
After selecting a contact record or navigating from the company record, you will notice the breadcrumbs located at the top left of the screen. These breadcrumbs represent the path you have taken to reach this point. At the end of this breadcrumb trail, there is a small gear icon, known as the action menu, which is accessible throughout Odoo.
Clicking on this gear icon will reveal various options for actions such as archiving, deleting, and more.
If you prefer a different layout, you can change to list view by clicking the buttons at the top right of your screen, which will arrange the contacts in a vertical list.
In this view, you can select records using the checkboxes on the left side.
After tagging one or more records, you’ll notice a gear icon or action menu at the top center of the screen, where the search field is usually located. By clicking on this icon, you can choose various actions like archiving or deleting the selected items.
Note: In order to delete a contact, it is necessary that there are no related transactions or dependencies, such as contracts or payment records. If the contact is tied to any other records, you must first remove those before you can proceed with deleting the contact.
Odds-n-Ends
- Activate the developer mode.
- Go to Settings > Languages > Manage Languages.
- Select the language in question, by clicking on it.
- You will find Date Format, Time Format and Short Time Format fields that can be modified as desired.
In Odoo 18, a user is automatically assigned as a follower on a record in the following scenarios:
1. When the User Creates the Record
- If a user creates a task, lead, opportunity, sale order, invoice, or any other document, Odoo automatically adds them as a follower.
- This ensures they receive notifications about updates to the record.
2. When the User is Assigned to the Record
- If a user is assigned a task, opportunity, or any document (e.g., via the "Assigned to" field in CRM or Project apps), Odoo makes them a follower.
- This helps keep them informed about changes.
3. When the User Interacts with the Record
- If a user comments (logs a note) on a record in the Chatter, they may be added as a follower.
- This depends on the document type and Odoo's default behavior for that model.
4. When the Record is Linked to the User via a Rule
Some Odoo applications automatically add followers based on system rules. For example:
- Project tasks: The project manager or assignee might be added as a follower.
- Sales Orders & Invoices: The salesperson or accounting team can be added automatically.
5. When a User is Mentioned (@username) in the Chatter
- If someone mentions a user in a comment (e.g., @John Doe), Odoo adds them as a follower to ensure they see future updates.
6. When the Record is Shared via Email
- If an email is sent from the record (e.g., sending a quote from the Sales app), the recipient is automatically added as a follower.
- Recognize this is one scenario when the follower COULD be someone EXTERNAL to your organization (e.g. a lead, customer, etc.)
Video description
As businesses increasingly adopt custom email domains, it's crucial to understand the technical setup and best practices to ensure smooth email communications. Join us for a comprehensive session where we will demystify SPF, DKIM, and redirections within Odoo. Learn how to configure your domain for optimal deliverability and security, ensuring that your emails reach their intended recipients without landing in the spam folder. Don't miss this essential guide to leveraging your own domain in Odoo with confidence and compliance!
In Odoo, there are three types of actions that can be configured as needed:
- Automated Actions: kicked off by something changing on a record.
- Scheduled Actions: kicked off every month, week, day, etc. (based on passage of time).
- Server Actions: can be kicked off at any point.
Outlook Calendar
CAUTION!
When setting up synchronization between Odoo's Calendar and Outlook's Calendar, the documentation warns you about any activities that include attendees and how Outlook will resend invitations, etc. It is stated this is a behavior of Outlook that cannot be controlled or changed by Odoo.
Well, a warning you will NOT get is that doing this setup will DELETE any recurring activities you have setup in Odoo. There is no warning, this simply happens. When you go back to setup a NEW recurring activity in Odoo, you will THEN receive this warning:
Due to an Outlook Calendar limitation, recurrence updates must be done directly in Outlook Calendar. If this recurrence is not shown in Outlook Calendar, you must delete it in Odoo Calendar and recreate it in Outlook Calendar.
So, the best approach for implementing synchronization between Odoo and Outlook calendars is to FIRST manually recreate all recurring Odoo activities in Outlook and delete them in Odoo. Then, once the synchronization is setup, they will be synced from Outlook to Odoo. Or, better still, if you have the foresight to do so, you should configure and implement this syncing BEFORE your users start defining their own calendar items in Odoo.
- Log into Outlook on the web.
- Goto to Settings (gear icon).
- Select Calendar, then Events and invitations.
- Uncheck Add online meeting to all meetings.
5. Make sure your changes are saved.
Website
Question
Using Odoo's Website app, is there a way to setup a series of messages and have them randomly displayed on a given page, such that each time the page is refreshed a different random message will show?
Answer
Yes, you can achieve this in Odoo’s Website app by using a combination of the Embed Code block and JavaScript to randomly display messages. Here’s how:
Steps to Implement
1) Go to the Website Editor:
- Navigate to your Odoo website and click on Edit to enter the website builder.
2) Add an Embed Code block:
- Drag and drop the Embed Code block onto the page where you want the messages to appear.
3) Insert JavaScript Code:
- Inside the Embed Code block, add the following script:
<div id="randomMessage"></div>
<script>
document.addEventListener("DOMContentLoaded", function() {
// Define your messages (without individual formatting)
var messages = [
"Welcome to our website!",
"Check out our latest products!",
"Limited-time offer: Get 10% off!",
"Follow us on social media for updates!",
"We value your feedback!"
];
// Pick a random message
var randomIndex = Math.floor(Math.random() * messages.length);
var selectedMessage = messages[randomIndex];
// Display the message
var messageDiv = document.getElementById("randomMessage");
messageDiv.innerText = selectedMessage;
// Apply global formatting
// messageDiv.style.fontSize = "20px"; // Text size
messageDiv.style.fontWeight = "bold"; // Bold text
messageDiv.style.color = "blue"; // Text color
// messageDiv.style.textAlign = "center"; // Center text
// messageDiv.style.padding = "10px"; // Add spacing
});
</script>
4) Save and Publish:
- Click Save and then Publish your page.
How It Works
- Every time the page is loaded or refreshed, the script randomly selects one of the predefined messages and displays it in the #randomMessage div.
This is a simple, no-code solution that works without any Odoo custom development.
Non-Odoo specific items
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If you include a link (URL) to a specific website page (e.g. https://www.odoo.com/help) and want to also search for and highlight specific text on that website page, simply include this text after the regular link text:
#:~:text=
Then, after the equal sign, include two text strings separated by a comma. The first text string is where to being your highlight and the send text string is where to end your highlight.
Here is an example that uses this text to begin the highlight: Emergency lines
...and this text to end the highlight: 40 500 100
NOTE: In HTML, spaces are replaced with %20
https://www.odoo.com/help#:~:text=Emergency%20lines,40%20500%20100