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Share Notes on Portal Website

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Required Apps Project (project)
Discuss (mail)
Technical Name notes_share_portal
License OPL-1
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Technical Name notes_share_portal
License OPL-1

Introduction

The Odoo Notes Share Portal module by Probuse Consulting Service Pvt. Ltd. enables businesses to share internal notes with customers, vendors, and partners through the "My Account" portal on their website. This feature enhances communication and ensures that important information is accessible to the relevant parties securely.

Key Features

  • Share Notes with External Users: Allows you to share notes with customers, vendors, contacts, and other external users via the portal.

  • Configurable Sharing: Configure the sharing settings on the note form in the backend to specify who can access each note.

  • View-Only Access: Shared notes are viewable by recipients; they cannot edit the notes but can communicate via the portal's chatter feature.

  • Integrated with Odoo Modules: Works seamlessly with Odoo's Project and Discuss modules.

Benefits

  • Enhanced Communication: Facilitates secure and efficient sharing of important information with external parties.

  • Improved Collaboration: Allows recipients to view notes and engage in discussions through the portal's chatter feature.

  • Streamlined Workflow: Integrates with existing Odoo modules, ensuring a cohesive user experience.

  • Customizable Access: Control who can view each note, ensuring that sensitive information is shared appropriately.

Compatibility & Technical Details

  • Odoo Version: Compatible with Odoo 17.0.

  • Required Modules: Project (project), Discuss (mail).

  • License: Odoo Proprietary License v1.0.

  • Installation: Installable via the Odoo Apps interface.

  • Support: For technical support, contact Probuse Consulting Service Pvt. Ltd. directly.

Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.