Skip to content
Closed
Show file tree
Hide file tree
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
67 changes: 38 additions & 29 deletions content/applications/productivity/discuss/chatter.rst
Original file line number Diff line number Diff line change
Expand Up @@ -4,6 +4,7 @@ Chatter

.. |user| replace:: :icon:`fa-user-o` :guilabel:`(user)` icon
.. |paperclip| replace:: :icon:`fa-paperclip` :guilabel:`(paperclip)` icon
.. |ve| replace:: :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)`

The *Chatter* feature is integrated throughout Odoo to streamline communication, maintain
traceability, and provide accountability among team members. Chatter windows, known as *composers*,
Expand All @@ -16,8 +17,8 @@ Chatter thread
==============

A *chatter thread* can be found on most pages in the database, and serves as a record of the updates
and edits made to a record. A note is logged in the chatter thread when a change is made. The note
includes details of the change, and a time stamp.
and edits made to a record. A note is logged in the chatter thread when a change is made to the
record. The note includes details of the change, and a time stamp.

.. example::
A user, Mitchell Admin, needs to update the email address of a contact. After they save the
Expand All @@ -29,15 +30,13 @@ includes details of the change, and a time stamp.
- The updated email address.

.. image:: chatter/chatter-thread-email-update.png
:align: center
:alt: A close up of a chatter thread with an update to a contact record.

If a record was created, or edited, via an imported file, or was otherwise updated through an
intervention by the system, the chatter thread creates a log note, and credits the change to
OdooBot.

.. image:: chatter/odoo-bot-created.png
:align: center
:alt: A close up of a chatter thread of an OdooBot created contact record.

.. _discuss/add-followers:
Expand Down Expand Up @@ -91,7 +90,6 @@ Tick the checkbox for any updates the follower should receive, and clear the che
updates they should **not** receive. Click :guilabel:`Apply` when finished.

.. figure:: chatter/chatter-edit-subscription.png
:align: center
:alt: The Edit Subscription window on a Helpdesk ticket.

The Edit Subscription options vary depending on the record type. These are the options for a
Expand Down Expand Up @@ -151,7 +149,6 @@ recipients of the message.
before the message is sent, or a note is logged.

.. image:: chatter/send-message-followers.png
:align: center
:alt: A chatter composer preparing to send a message to the followers of a CRM opportunity and
the customer listed on the opportunity record.

Expand All @@ -165,7 +162,6 @@ To open the full composer, click the :icon:`fa-expand` :guilabel:`(expand)` icon
corner of the composer window.

.. figure:: chatter/chatter-expand-icon.png
:align: center
:alt: A chatter composer with emphasis on the expand icon.

The expand icon in a chatter composer.
Expand All @@ -174,8 +170,9 @@ Doing this opens a :guilabel:`Compose Email` pop-up window. Confirm or edit the
:guilabel:`Recipients` of the message, or add additional recipients. The :guilabel:`Subject` field
auto-populates based on the title of the record, though it can be edited, if desired.

To use an :doc:`email template <../../general/companies/email_template/>` for the message, select it
from the drop-down menu in the :guilabel:`Load template` field.
To use an :doc:`email template <../../general/companies/email_template/>` for the message, click the
|ve| icon, then select a template from the list. Existing templates can also be overwritten or
deleted from this menu.

.. note::
The number and type of templates available vary, based on the record the message is created from.
Expand All @@ -184,9 +181,29 @@ Click :icon:`fa-paperclip` :guilabel:`(paperclip)` icon to add any files to the
:guilabel:`Send`.

.. image:: chatter/chatter-full-composer.png
:align: center
:alt: The expanded full chatter composer in the CRM application.

Generate text with AI
~~~~~~~~~~~~~~~~~~~~~

To generate message text using AI, click the AI icon from the expanded chatter composer. This opens
a :guilabel:`Generate Text with AI` pop-up.

Enter a prompt in the :guilabel:`Send a message` field to instruct the AI on the type of content
needed, then press enter, or click the :icon:`fa-paper-plane` :guilabel:`(paper plane)` icon.

.. image:: chatter/chatter-generate-text-with-ai.png
:alt: The generate text with AI popup.

After the text is generated, click :guilabel:`Insert` to insert the text into the message composer.

.. tip::
Before sending the final message, be sure to edit any commentary from the AI, or any text in
brackets.

.. image:: chatter/chatter-ai-draft-email.png
:alt: A draft of an email with text generated by AI.

Edit sent messages
------------------

Expand All @@ -197,11 +214,10 @@ information.
When messages are edited after they have been sent, an updated message is **not** sent to the
recipient.

To edit a sent message, click the :icon:`fa-ellipsis-h` :guilabel:`(ellipsis)` icon menu to the
right of the message. Then, select :guilabel:`Edit`. Make any necessary adjustments to the message.
To edit a sent message, click the |ve| menu to the right of the message. Then, select
:guilabel:`Edit`. Make any necessary adjustments to the message.

.. image:: chatter/chatter-edit.png
:align: center
:alt: The edit message option in a chatter thread.

To save the changes, press :command:`Ctrl + Enter`. To discard the changes, press :command:`Escape`.
Expand Down Expand Up @@ -234,7 +250,6 @@ corner of the result to reveal a :guilabel:`Jump` button. Click this button to b
message's location in the thread.

.. figure:: chatter/chatter-search.png
:align: center
:alt: Search results in a chatter thread emphasising the search icon and the jump button.

Search results in a chatter thread. Hover over the upper-right corner of a result to see the
Expand Down Expand Up @@ -274,11 +289,12 @@ Add any additional information in the optional :guilabel:`Log a note...` field.
Lastly, click one of the following buttons:

- :guilabel:`Schedule`: adds the activity to the chatter under :guilabel:`Planned activities`.
- :guilabel:`Mark as Done`: adds the details of the activity to the chatter under :guilabel:`Today`.
The activity is not scheduled, it is automatically marked as completed.
- :guilabel:`Done \& Schedule Next`: adds the task under :guilabel:`Today` marked as done, and
opens a new activity window.
- :guilabel:`Discard`: discards any changes made on the pop-up window.
- :guilabel:`Schedule & Mark as Done`: adds the details of the activity to the chatter under
:guilabel:`Today`. The activity is added to :guilabel:`Today`, and is automatically marked as
done.
- :guilabel:`Done \& Schedule Next`: adds the task under :guilabel:`Today` marked as done, and opens
a new activity window.
- :guilabel:`Cancel`: discards any changes made on the pop-up window.

Scheduled activities are added to the chatter for the record under :guilabel:`Planned activities`,
and are color-coded based on their due date.
Expand All @@ -288,15 +304,13 @@ and are color-coded based on their due date.
- **Green** icons indicate an activity with a due date scheduled in the future.

.. image:: chatter/chatter-activity-icons.png
:align: center
:alt: A chatter thread with planned activities with varying due dates.

.. tip::
Click the :icon:`fa-info-circle` :guilabel:`(info)` icon next to a planned activity to see
additional details.

.. image:: chatter/planned-activity-details.png
:align: center
:alt: A detailed view of a planned activity.

After completing an activity, click :guilabel:`Mark Done` under the activity entry in the chatter.
Expand All @@ -308,7 +322,6 @@ After the activity is marked complete, an entry with the activity type, title, a
that were included in the pop-up window are listed in the chatter.

.. image:: chatter/chatter-completed-activity.png
:align: center
:alt: A chatter thread with a completed activity, included additional details.

.. _discuss/attach-files:
Expand Down Expand Up @@ -345,7 +358,6 @@ heading.
:guilabel:`Files` section from visible to invisible in the chatter thread.

.. image:: chatter/chatter-attach-files.png
:align: center
:alt: A chatter thread with a file attached and the Attach files button added.

.. _discuss/integrations:
Expand Down Expand Up @@ -385,7 +397,6 @@ pop-up window.
<productivity/whatsapp/templates>` for more information.

.. image:: chatter/whats-app-message.png
:align: center
:alt: A send WhatsApp message pop-up window.

Google Translate
Expand All @@ -404,13 +415,11 @@ changes.
Translate a chatter message
~~~~~~~~~~~~~~~~~~~~~~~~~~~

To translate a user's text from another language, click the :icon:`fa-ellipsis-h`
:guilabel:`(ellipsis)` menu to the right of the chatter. Then, select :guilabel:`Translate`. The
content translates to the language set in the :doc:`user's preferences
<../../general/users/language/>`.
To translate a user's text from another language, click the |ve| menu to the right of the chatter.
Then, select :guilabel:`Translate`. The content translates to the language set in the :doc:`user's
preferences <../../general/users/language/>`.

.. image:: chatter/chatter-translate-message.png
:align: center
:alt: alt text

.. important::
Expand Down
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.