Smart Alerts v.17
The tool draws users' attention to essential document details and warnings
Smart alerts are used to advise and warn users who work with documents of certain types and kinds. The tool lets prepare an alarm for almost any use case and catch attention at the most suitable moment: when users work with a document form view. This Odoo app is a powerful tool to comfortably configure Odoo alerts to caution and to communicate any message.
Alerts for any business workflow
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 each model and object
General and specific warnings
Restrict documents for alerts. You can apply filters by any storable field. For example, make announcements only for quotations (not sale orders), warn of invoices with a total between 500 and 1000, pay attention only to suppliers (not customers), etc.
Catchy announcements
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, when you switch to the next record, etc.
Indicative appearance
There are 4 types of alert styles: danger (red), warning (yellow), info (blue), and success (green). Inside 'Warning text' and 'Alert title' use also HTML tags. Make text bold or add links. Avoid using complex HTML not to break layouts. Simple tags such as fa icons, 'a', 'strong' are absolutely safe to use
Dynamic alert texts
Include linked object properties in the warning title and content. To that goal, apply the syntax used in Odoo email templates. For example, {{ object.amount_total }} to show a total sum of a quotation
Secured alerts
Configure warnings to show those for specific groups only. For example, invoke alerts only for sales administrators but not for simple salespersons. The right to configure alerts belongs to the special user group - 'Other / Smart Alerts Admin'
Compatible with standard Odoo features
Alerts might be translated and, then, will be shown in a current user language. The tool is also compatible with multi companies: each branch will have its own list of alerts.
Typical use cases
-
Sales orders: to warn of the certain peculiarities of a sold product. E.g. that a product is not anymore manufactured and can be sold only from existing stocks
-
Purchases: to make announcements for accountants that invoices with a total of 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.
Odoo demonstration databases (live previews)
For this app, we might provide a free personalized demo database.
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.
By your request, we will prepare an individual live preview database, where you would be able to apply any tests and check assumptions for 14 days.
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.
The tool to flexibly structure Odoo attachments in folders and synchronize directories with cloud clients: Google Drive, OneDrive/SharePoint, Nextcloud/ownCloud, and Dropbox. DMS. File Manager. Document management system
379€
The tool to automatically synchronize Odoo attachments with OneDrive files in both ways
468€
The tool to automatically synchronize Odoo attachments with Google Drive files in both ways
468€
The tool to automatically synchronize Odoo attachments with ownCloud/Nextcloud files in both ways
468€
The tool to build a deep and structured knowledge base for internal and external use. Knowledge System. KMS. Wiki-like revisions.
The tool for time-based service management from booking appointments to sales and reviews
398€
The tool to set up KPI targets and control their fulfillment by periods. KPI dashboards. Dashboard designer. KPI charts
