Module Odoo Basic Overview for Customer Concierge

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Log a Note

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How to log a note in Odoo.

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1. Where do you go to log a note in Odoo?

Customer Profile tab Vendor Portal The chatter section in the Opportunity or Quotation World The document upload module

2. What symbol should you use to direct a note to a specific person or department?

# (hashtag) $ (dollar sign) @ (at symbol) & (ampersand)

3. What should you check after clicking “LOG” to ensure your note is properly directed?

That a notification sound is played That the @ mention turns blue That the note moves to the top of the screen That a comment box pops up

4. What types of items can you attach to a note?

Only image files Only internal memos PDF invoices only Anything, including emails, using the paperclip or drag-and-drop

5. What happens after you log a note with a tagged recipient?

It’s saved for internal audit only The recipient or group receives an email notification The note gets deleted automatically after 24 hours It prints a copy for recordkeeping

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