Complete User Guide for Odoo Chatter Message Edit And Delete

INTRODUCTION

Odoo Chatter Message Edit And Delete lets you rectify typos and delete messages.

Odoo Chatter Message Edit And Delete- One of the most common mistakes that users make every day while typing is Typos. But, these typos cause you trouble when you are performing sales processing. By default, users can not edit or delete messages or log notes in the Odoo.

The simplest solution is to check the message 2-3 times before sending a message or log note. But, it will waste your precious time. Hence, you require a module which, lets you edit or delete messages/log notes. Additionally, the module should create a history (a record) of all the edits made to the message/ log note.

Odoo Chatter Message Edit and Delete gives you the convenience of message delete and edit so you can rectify typos and delete unnecessary messages. Moreover, you can edit or delete messages in the log note too.

FEATURES

Odoo Chatter Message Edit and Delete gives you the following features:

1. Edit or delete internal log notes and messages.
2. In the Odoo Backend, Keep track of the edit history.
3. Track the Messages of the chatter in the expanded view.
4. For every edit, the followers will receive mail.
5. When a user edits a log note or message, it will show the last edit date and time along with it.
6. Every change in the messages or log notes will reflect once the user refreshes the page.
7. Whenever a user deletes a message or log note, it will show a confirmation popup.
8. The backend will display both new and old messages in history.

INSTALLATION

1. Once you purchase the App from Webkul store, you will receive the link to download the zip file of the module.
2. Extract the file on your system after the download finishes. You will be able to see a folder named- ‘edit_log_note.’
3. Copy and paste this folder inside your Odoo Add-Ons path.
4. Now, open the Odoo App and click on the Settings menu. Here, click on Activate the Developer Mode.
5. Then, open the Apps menu and click on ‘Update Modules List.’
6. In the search bar, remove all the filters and search ‘edit_log_note.’
7. You will be able to see the module in the search result. Click on ‘Install’ to install it.

WORKFLOW CONFIGURATION

Once installation is complete, configure the module in the backend as follows:

1. Access the backend, go to ‘Settings’ and locate ‘Message/Log Note Edit and Delete,’ and tick the checkboxes you need. Then tap the ‘Save’ button to save the changes.

2. After saving the changes, you can see the ‘Edit’ and ‘Delete’ options below the message/log note.

3. When you click the ‘Edit’ option, a popup box will appear with the old message or log note in it that you can edit or change completely. After that, click the ‘Save’ button to save the changes.

4. After saving the changes, it will show the date and time of update next to ‘Last Updated On.’

5. The edited message will be displayed in the message or log note section with the updated date and time below it.

6. On clicking the ‘Delete’ button, you will see the popup message asking you for confirmation.

7. Check all the edits by tapping the ‘Edit’ button and selecting the ‘History’ option. It will show you all the old and new messages too.

8. This is how you can check the module after configuring it.

NEED HELP?

Hope you find the guide helpful! Please feel free to share your feedback in the comments below.

If you still have any issues/queries regarding the module, please raise a ticket at https://webkul.uvdesk.com/en/customer/create-ticket/.

Also, please explore our Odoo development services & an extensive range of quality Odoo Apps.

For any doubt, contact us at support@webkul.com.

Thanks for paying attention!!