LGPL-3 · Version 18.0.1.1.0

Mass Notes

Add the same note to many records at once, from the list view Action menu.

Video · Mass Notes · 1:15
Six companies ticked in the contact list, then Add a note (in bulk) from the Actions menu
Six companies ticked in the contact list, then Add a note (in bulk) from the Actions menu
The same internal note for all six records, posted in one click without notifying anyone
The same internal note for all six records, posted in one click without notifying anyone

Writing the same note on thirty records happens one record at a time, or not at all. It is usually “not at all” that wins, and the trace of the decision is missing where people will look for it.

Select several records in any list view, then post the same note on each one's message thread, in a single operation. The action appears on its own on every model with a thread, with no configuration: a module installed tomorrow will have it too.

⚠️ It is an internal note by default. Sending it as a message to followers exists, but behind a confirmation: thirty notes disturb nobody, thirty emails sent in one gesture are hard to take back.

Comparable to Bulk actions in Notion or Asana, inside the Odoo chatter

bf_mass_notes · Version 18.0.1.1.0 · Guide chapter · View the source · See it in the catalogue

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