Prepare alerts for any Odoo document type: sale orders, opportunities, contacts, pickings, so, any existing in your database. There might be an unlimited number of warnings for a record
Choose which documents of this type should have alerts using the dynamic domain constructor. You can apply restrictions by any storable field. For example, make announcements only for quotations (not sale orders), warn of invoices with total between 500 and 1000, pay attention only for suppliers (not customers), and so on.
Alerts are located above a form view to always meet the eye of any user who opens this document. Such warnings are updated each time a form is reloaded: when you open a record, when you save a document (including any button clicked), when you switch to a next record, etc.
There are 4 types of alert styles: danger (red), warning (yellow), info (blue), and success (green)
Display alerts, if you want, only for pre-defined user groups. For instance, show a warning not for all sales people, but only for sales managers. Take into account, however, that any sales manager always has rights of sales user
Alerts might be translated and, then, would be shown on a current user language
The tool is compatible with multi companies: each branch has an own list of alerts
The right to configure alerts belongs to the special user group – 'Other / Smart Alerts Admin'. You can assign any user to do that job, but make sure he/she has read rights for a target Odoo model
Beside text warnings, you may use simple HTML tags like links, underlining, etc. Look at the tab 'Configuration'
- Sales orders: to warn of the certain peculiarities of a sold product. E.g. that a product is not any more manufactured and can be sold only from existing stocks
- Purchases: to make announcement for accountants that invoices with total more than 5000 should be approved by a financial manager
- Opportunities: to attract attention to company policies in relation to a chosen customer, for example
- Contacts: to caution a user of entering or checking certain information
- Manufacturing: to remind users of relying upon new production technology while manufacturing a definite product
HTML tags
Smart alerts: html tags example
Installation Tips
Bug reporting
In case you have faced any bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes within 60 days after the purchase, while even after this period we are strongly interested to improve our tools.
No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.
Please include in your request as many details as possible: screenshots, Odoo server logs, a full description of how to reproduce your problem, and so on. Usually, it takes a few business days to prepare a working plan for an issue (if a bug is confirmed) or provide you with guidelines on what should be done (otherwise).
Public features requests and module ideas (free development)
We are strongly motivated to improve our tools and would be grateful for any sort of feedback. In case your requirements are of public use and might be efficiently implemented, the team would include those in our to-do list.
Such a to-do list is processed on a regular basis and does not assume extra fees. Although we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.
No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.
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