What's new in Odoo 20 Productivity & AI

CRM > Pipeline > opportunity > Activity

In Odoo 20 the Schedule Activity popup shows the activity types as buttons along the top, uses an icon beside each field in place of a text label, and adds a phone number line for call activities. An activity can be assigned to a role, meaning a group of users defined under Settings > Users & Companies > Roles, and not only to one person. Meeting activities display their date, time, attendees, location and a Join Meeting link in the record's Planned Activities. It is used by anyone planning follow-ups on records such as CRM opportunities.

Project > Projects > calendar view

When a calendar view supports scheduling, a side panel lists the records that have no date yet, for example project tasks without a deadline, together with a count of items to schedule. Records move in both directions between the panel and the calendar. Dragging a dated task over the panel turns the panel into a 'Drop here to unschedule' area, and letting go of the task clears its date. Planners working on project tasks in the calendar view use it to take work off the schedule quickly.

CRM > Send message

The email composer in Odoo 20 has a Cc line placed under the To field, so a message sent from a record can also be copied to other people. Once the email is sent, the message stored in the record's chatter lists both the To and the Cc recipients. Anyone reviewing the record afterwards can therefore see who was copied on each email. A typical place to use it is the Send message action on a CRM opportunity.

CRM > chatter search

The chatter search has a filter menu, opened from a funnel icon next to the search box. It offers three options: All, Conversations, which keeps only messages and notes, and Tracked Changes, which keeps only the entries that record field value changes. Users reading a long record history can use it to focus either on the discussion or on the change log of the record, for example on a CRM opportunity.

Any record > Actions > Delete

Dialog windows in Odoo 20 have a refreshed look, with more space around their content, a lighter header and friendlier wording in their titles and messages. A clear example is the confirmation shown before a record is removed, which carries the title 'Bye-bye, record!'. Every user sees these dialogs when confirming actions, for example when choosing Delete from the gear or action menu of a record in any app.

Settings > Technical > Digest Emails

The periodic digest email that Odoo sends includes KPIs arranged by app. Examples are attendee registrations and certified attendees for eLearning, participants and certified participants for Survey, and registrations for Events. The digest record has a KPIs tab that lists the available indicators app by app. Digest records are kept in the technical settings, so developer mode is needed to open them. Managers who receive the digest get these figures in their regular summary email.

Settings > Technical > Attachments

Attachments from any app or record can be selected together and downloaded in a single operation. The Attachments list in the technical settings offers a Download action in its Actions menu, which fetches every selected file at once. This list sits under Database Structure in the technical menu, so developer mode must be active to reach it. It suits users who need to gather several files without opening each record that holds them.

Settings > Technical > Email Templates > Preview

The preview of an email template includes a record picker with previous and next arrows at the top right. Users can move through real records one by one and see how the template renders for each, with that record's values filled in. This helps anyone editing templates, such as the Sales: Send Quotation template, check the result on actual data before the email is used. Email templates are reached from the technical settings with developer mode on.

Time Off > Management > Overview; Planning > Schedule

The Gantt view in Odoo 20 has three additions. Clicking a row header selects every cell in that row, and clicking a column header selects the whole column, which helps create the same record across a full period. A Gantt view can show buffers before and after each bar, such as travel time around a field service intervention. A scheduling side panel can be enabled for a Gantt view in Studio; records are dragged from it onto the Gantt to schedule them, or back onto it to unschedule them.

Sales > Orders (Alt+Shift+H)

A command creates a shareable link to the current view. The link keeps the active search, filters and grouping, so a colleague who opens it sees exactly the same list. It is triggered with the keyboard shortcut Alt+Shift+H, for example on the sales orders list grouped by salesperson. Users can share a prepared list with others without explaining how to rebuild the filters.

Contacts > Map

The map view collects records that have no address, or whose address could not be located, in an Unlocated group at the top of its side list. Clicking one of these records opens it in a dialog where the missing address can be entered. Users of map views, such as the Contacts map, can spot and fix records that are missing from the map.

CRM > Pipeline (view switcher)

The icons shown across Odoo 20 come from the Material Symbols set. This affects every app's interface, for example the icons of the view switcher used to change between list, kanban and other views. All users see these icons; no setting is needed to enable them. The view switcher in CRM is one place where the icons can be seen.

Contacts > Ready Mat

A contact form can hold several partner identifiers besides the tax ID, such as the DUNS number, EAN/GLN or identifiers specific to a country. A plus button next to the TIN field adds another identifier, and its type is chosen from a dropdown list. Odoo checks the format of each identifier according to its type. This is useful for companies that exchange documents using different partner codes.

User menu > My Subscription

A My Subscription page, opened from the user menu, brings together a user's account information in one place. It shows the current subscription plan, the In-App Purchase (IAP) services and database details such as the version and the upgrade status. Users and administrators can check their plan and services there without searching through settings. It gathers these details on one dedicated page, reached in two clicks from the user avatar.

CRM > opportunity, chatter

Important messages in a record's chatter can be pinned. Hovering over a message shows a Pin action, and a pin icon in the chatter header opens a list of all pinned messages for that record. This keeps important messages easy to find in long conversations on records such as CRM opportunities. The pinned list collects these messages in one place for quick access, apart from the full message thread.

Website editor on /my

The cards on the customer portal home page (/my) can be reordered and hidden from the website editor. In the page options, each card has a drag handle to change its position and a switch to hide it from the portal home. Website administrators use it to decide which portal sections customers see first and which are not shown. The changes are made visually in the editor.

When a predefined relative date filter, for example Today or This Month, is in use, the search bar displays arrows. Clicking them shifts the filter by one period backward or forward, so users can browse consecutive periods without editing the filter.

Settings > Technical > Access Rights

Access rights and record rules are held in one model, ir.access. Each line grants a group certain operations on a model and may include a domain to limit the records concerned. A line with a group acts as a permission, while a line without a group acts as a restriction for everyone. Administrators manage these lines from the technical settings, which requires developer mode.

Sales > Quotation

Sales orders, purchase orders and invoices have a Tax Excl. / Tax Incl. switch above the lines. Changing it controls whether line prices are shown and typed with or without tax. A tax can be configured so that it ignores this switch. Users can switch between both modes on the same document as needed. The switch is located directly above the lines of the document.

Contacts > Send SMS

The SMS composer includes a Send Later button. The user picks a time, for example Tomorrow Morning, and the text message is scheduled to go out at that moment. SMS templates also have a button that inserts dynamic placeholders, so values from the record can be added to the message. It is used when sending SMS from records such as contacts.

Sales > Product > Name

The translation dialog for text and HTML fields lists each language together with its value, so translations can be edited side by side in one window. It opens by clicking the language code shown in a translatable field, for example EN in a product's Name field. Users maintaining product names in several languages can review and update them all at once.

Documents > spreadsheet > Insert > Chart > Chart type: Bubble

Odoo 20 spreadsheets include a Bubble chart type, listed under the Miscellaneous chart types. Every bubble is positioned by two numeric values, one on the horizontal axis and one on the vertical axis, and a third numeric value controls how large the bubble is drawn. Each bubble can also carry a label. This makes it possible to compare three measures for several categories within a single chart. After choosing Bubble, the user sets the ranges for bubble sizes and bubble labels in the chart panel.

Documents > spreadsheet > list side panel > Columns > Add

In Odoo 20, a dynamic Odoo list inserted into a spreadsheet can hold calculated columns as well as model fields. A calculated column is an extra column whose content comes from a formula referring to the other fields of the same row, using their field names. The user adds it from the Columns section of the list side panel, marks it as calculated, gives it a name and writes the formula. The column is then shown and refreshed alongside the real fields of the list.

Documents > spreadsheet > Insert > Chart > Chart type: Calendar

Odoo 20 spreadsheets offer a Calendar chart type for data organised by date. It draws a heat-map grid where each square stands for a period and its colour intensity reflects the value for that period. The user selects a date column together with a value column, inserts a chart and picks Calendar as the type. The horizontal and vertical groupings can be chosen, for example days of the week on one side and months on the other.

Documents > spreadsheet > toolbar > Rotation

Odoo 20 spreadsheets have a Rotation button in the toolbar that changes the angle of text inside the selected cells. The available settings are no rotation, 45 degrees, 90 degrees, minus 90 degrees and minus 45 degrees. Turning header text at an angle lets columns stay narrow while their titles remain readable, which helps with tables that have many columns. The user selects the cells, such as a header row, and picks the angle from the button.

Documents > spreadsheet > chart > Design

Charts in Odoo 20 spreadsheets have several additional options. An Annotation section lets users attach notes to a chart, and these notes can include links. A Data analysis action under the Data menu suggests suitable charts for the columns a user has selected. Pie charts accept a separate colour for each slice, and chart axes accept minimum and maximum values to narrow the range shown. These options are found in the Design tab of an inserted chart.

Documents > spreadsheet > Data > Column statistics

In Odoo 20 spreadsheets, Column statistics opens a side panel describing the currently selected column. The panel shows a Count or Distribution chart of the column's values together with figures such as the number of unique values, the sum, the average, the median, the minimum and the maximum. Users get a quick picture of a column, for example a Revenue column, without writing any formulas. It is opened from the Data menu after selecting the column.

Documents > spreadsheet > Format > Conditional formatting

Conditional formatting in Odoo 20 spreadsheets includes rules that test dates. The available conditions are Date is, Date is before, Date is after, Date is on or before and Date is on or after. Each can compare against an exact date or a relative date such as today, so users can highlight overdue or upcoming dates without writing a custom formula. The rules are chosen in the Format cells if list after selecting the date cells.

Documents > spreadsheet > cell formula entry

Odoo 20 spreadsheet formulas accept array literals typed between curly brackets. Inside the brackets, a comma moves to the next column and a semicolon starts a new row. Typing such a formula in a cell spills the values into neighbouring cells, for example a small table with quarter names in one row and amounts in the row below. This lets users enter fixed sets of values directly in a formula instead of filling cells one by one.

Documents > spreadsheet > Format > Number > Custom number format

In Odoo 20 spreadsheets the Format > Number menu ends with three entries: Custom currency, Custom date and time, and Custom number format. Each opens a More formats panel in which the user either picks a preset or types a format code of their own, for instance a number pattern followed by a currency label. The format is then applied to the selected cells. This gives control over how numbers, currencies and dates are displayed.

Documents > spreadsheet > Data > Data cleanup > Remove unused data sources

Odoo 20 spreadsheets group cleaning tools under Data > Data cleanup: Remove duplicates, Trim whitespace and Remove unused data sources. The last one lists Odoo pivots and lists that are no longer referenced by any cell of the spreadsheet. The user ticks the unused items in the panel and removes them, which makes the file smaller. This is useful in spreadsheets where data sources were inserted and later stopped being used.

Documents > spreadsheet > Data > Calculation

Odoo 20 spreadsheets let users switch calculation from Automatic to Manual under Data > Calculation. In Manual mode, formulas are not recalculated after every edit; the user presses F9 when results should be refreshed. This speeds up work in large or formula-heavy spreadsheets, where recalculating after each change would slow editing. Switching back to Automatic restores recalculation after every change.

Documents > spreadsheet > Filters

Global filters in Odoo 20 spreadsheets can have a default operator, such as is equal to or between, so a filter opens with the comparison the author prefers. Filters can also be created by picking a field straight from a data source's field list, rather than choosing among a fixed set of filter types. Both options are available from the Filters panel at the top right of the spreadsheet, where a default value and its operator are set.

Documents > spreadsheet > Insert > List > Odoo list

In Odoo 20 an Odoo list can be inserted from inside a spreadsheet. The user opens Insert > List > Odoo list, chooses a model such as Sales Order and saves; the list is added to the spreadsheet. There is no need to open the model's own list view first to use an insert action there. It is useful for building reports while staying in the spreadsheet.

Documents > spreadsheet > sheet tab > right-click

In Odoo 20 spreadsheets a sheet tab can be locked from its right-click menu with Lock sheet. While locked, the sheet cannot be modified; it stays locked until someone chooses Unlock sheet from the same menu. Locking is meant to protect sheets holding reference data or finished reports from accidental changes, while other sheets in the same file remain editable.

Documents > spreadsheet > figures > right-click

In Odoo 20 spreadsheets, several figures such as charts, images or carousels can be selected at once by holding Ctrl or Shift while clicking them. The selected figures can then be moved together. When the selection contains several charts, the right-click menu offers Create carousel, which groups those charts into one carousel figure. This helps arrange dashboards with many charts.

Data > Named ranges

Odoo 20 spreadsheets support named ranges. Data > Named ranges opens a panel where a name is given to a cell or a range, and formulas can then use that name in place of the cell reference. A name box at the left of the toolbar shows named ranges and moves the selection to them. Named ranges make formulas easier to read, for example using Revenue instead of a column reference.

Formula entry in cells

Odoo 20 spreadsheets include additional functions aimed at better Excel compatibility. Lookup functions are CHOOSE, TAKE, DROP and FORMULATEXT. Statistical functions are CHISQ.TEST, CONFIDENCE.NORM, F.TEST, GEOMEAN, HARMEAN, KURT, SKEW and TRIMMEAN. ARRAYTOTEXT is added as a text function. They are used by typing them in a cell like any other formula, for example a geometric mean over a column of values.

Insert > Pivot table > From range

Pivot tables created from a spreadsheet range in Odoo 20 have more options. A Domain can filter the source data. The Design tab offers display options, ready-made table styles and a tabular layout that flattens nested row groupings. Right-clicking a group row gives expand all and collapse all. The pivot is created from a selected range through Insert > Pivot table > From range, then fields are added to Rows and Measures.

File > Print

File > Print in Odoo 20 spreadsheets opens a Print Preview screen. Users choose what to print, either the current sheet, the whole workbook or a given range, and set the scale such as fit to width, the paper size, the orientation and whether gridlines are printed. The preview on the left side refreshes after each change, so the result can be checked before clicking Next to print.

Formula entry in cells

Odoo 20 spreadsheets have two text functions based on regular expressions. REGEXTEST takes a text and a pattern and returns TRUE or FALSE depending on whether the text matches. REGEXREPLACE takes a text, a pattern and a replacement, and returns the text with every matching part replaced. Users can, for example, check whether codes start with a letter or strip vowels from a word.

Format > Number > Scientific

Odoo 20 spreadsheets have a Scientific number format under Format > Number. It displays values in exponent form, for example 1.01e-01, which keeps very large or very small numbers readable in a normal column width. Users select the cells and choose Format > Number > Scientific to apply it. The stored value does not change, only how it is shown in the grid.

Sheet tab > right-click > Change grid color

In Odoo 20 spreadsheets the whole grid of a sheet can be given a background colour. The user right-clicks the sheet tab, chooses Change grid color and picks a colour, which then applies to the entire sheet. This can be used to mark certain sheets visually, for example to set input sheets apart from report sheets in the same file.

Formula entry in cells

Odoo 20 spreadsheets support the spill range operator. When a formula such as SEQUENCE spills its results over several cells, adding # after the address of its first cell, as in =SUM(H2#), refers to the entire spilled range. The reference follows the result, growing or shrinking when the spilled range changes size, so formulas using it stay correct without editing ranges by hand.

Documents > Configuration > Spreadsheet Templates

In Odoo 20, spreadsheet templates, which are used when creating a new spreadsheet or dashboard, have an Access Groups field. When groups are set, only users belonging to at least one of those groups can see and use the template; others do not see it. This lets administrators keep specialised templates available only to the teams that need them. The field is set from the Spreadsheet Templates configuration menu in Documents.

Spreadsheet toolbar

Odoo 20 spreadsheet top menus can be opened from the keyboard. Alt+Shift with a letter opens a menu: F for File, E for Edit, V for View, I for Insert, O for Format and D for Data. Inside a menu, the arrow keys move between entries, Enter runs the highlighted item and Escape closes the menu. This allows menu commands to be used without a mouse.

Format > Conditional formatting

Conditional formatting in Odoo 20 spreadsheets has an Is in Top/Bottom ranking condition. It highlights the highest or lowest N values in the selected range, or the top or bottom N percent. The user selects the cells, opens conditional formatting, picks this condition, chooses Top or Bottom, enters the number and selects Values or a percentage. This helps flag best and worst results quickly.

View > Zoom

Odoo 20 spreadsheets can be zoomed between 50% and 200%. The level is chosen from View > Zoom, and the current zoom level is also available in the toolbar. Zooming out shows more cells on screen for large tables, while zooming in makes cells easier to read. The zoom only changes the display of the grid, not the data or the printed output settings.

AI > Agents

AI agents can update their own configuration through a built-in Self Update skill, which is on by default. Agents can be started by triggers: a schedule, a date, the creation of a record or a change to a field, using automation rules. Each automated run creates its own chat, listed under an Automation tab, where the agent's actions can be reviewed. Agents also receive illustrated avatars that match their role.

AI > Configuration > Skills > Create Records

Agents have a Create Records skill. With it, an agent works out which model and fields to use and shows a confirmation card before any record is created, so the user approves the result first. Users can attach files, such as a PDF holding instructions, because AI chats accept text, PDF and Office documents. The skill is listed with the other agent skills in the AI configuration menu.

AI chat > + menu

The + menu in AI chats has two options for files: Attach Files, to upload a file from the computer, and Add from Documents, to link a document already stored in Odoo. The file is sent together with the request so the agent can use it, without leaving the chat. The chat is opened from the AI icon in the top bar, and the + button sits in the message box.

AI > Configuration > Skills

Agents have an Update Records skill. The agent finds the records concerned, presents the proposed changes in a confirmation card, and applies them once the user accepts. It can change several records at the same time, so one request can update a whole batch of data. The skill is listed among the agent skills in the AI configuration menu, where its settings can be reviewed.

AI chat > + button

The plus button in an AI chat opens options for the next request: Auto-Approve Actions, Web Search, Think Longer, and limiting answers to sources when sources are available. The choices are remembered for that chat session. Users switch them on depending on the request, for example web search for outside information or longer thinking for harder questions. The chat opens from the AI icon in the top bar.

Settings > Users > Security > Create API Key (MCP scope)

Odoo can be exposed to outside AI tools through the Model Context Protocol (MCP) at a dedicated endpoint. A user creates an API key with the MCP scope from the Security part of their user profile, then gives the endpoint URL and the key to an external MCP client such as Claude or ChatGPT. That client can then work with the Odoo database through this connection.

AI > Configuration > Default Prompts

Default prompts can be customised with extra context text and prompt buttons. A button prompt may contain field placeholders, which are replaced with values from the current record when the button is used. Administrators can thus prepare ready-made AI requests that adapt to each record they are used on. Default prompts are managed in the AI configuration menu, where each prompt and its buttons can be edited.

AI > Configuration > Skills

Skills are the collections of instructions and tools that define how an AI agent behaves. They are managed under the Skills menu of the AI configuration and are stored technically in the ai.skill model. Administrators open a skill to see its instructions and tools, and agents use skills such as Create Records or Update Records to carry out work in the database.

AI chat message box (Alt+V)

AI chats have a microphone button next to the message box. Users can dictate a request to an agent and either have it turned into text or send it as a voice message. According to the menu information, the microphone can also be reached with the Alt+V shortcut. Voice input is available in the AI chat that opens from the AI icon in the top bar.

Settings > Technical > Server Actions

Sign offers an automated way to send signature requests. Server actions and automation rules include an action type that sends a request based on a chosen Sign template. For every signer role in that template, the administrator decides who signs: either a fixed contact, or a contact read from a field on the record that triggered the action, for example the customer or the salesperson of an order. This lets documents go out for signature without anyone preparing them by hand, and is set up by users with access to technical settings.

Sign > Templates > open template > Add Field

The Sign template editor lets users create a new field type while they are building a template. At the bottom of the field list in the left panel, an Add Field option opens the creation of a field type such as text, checkbox, selection or date, together with its default settings. The new type then sits in the list beside the existing ones and can be dragged onto the document. This avoids leaving the editor to open the configuration menus when a template needs a field that does not exist yet.

Sign > Documents > request > Tags field

Sign shows tags wherever users work with templates and requests. Tags appear and can be edited in the header of a template and in the header of a sent signature request. They are also displayed in the request list and Kanban views and in the request Details. Teams use these tags to sort and find their signature documents, and they can change a tag directly from the screen they are already looking at, without opening a separate form.

Sign > Configuration > Fields > field

A Sign field can be linked to a field on an Odoo record and can also send data back to it. When the Update Field option is ticked on a linked Sign field, the value the signer enters is saved on the related record once the document is signed, for example a new phone number on the contact. The setting is made on the field definition in the Sign configuration and requires developer mode. It keeps record data in line with what signers provide.

Sign > Templates > template > signer menu

In the Sign template editor, signers can be moved up or down in the signer list. The position of each signer in that list defines the order in which they are asked to sign the document. Changing the order is done from the menu of each signer, so a template can be adjusted when the signing sequence changes, without deleting signer roles and setting them up again with their fields.

Contacts > contact > Activity > Signature Request type

The Signature Request activity type starts a Sign request directly from a record. When a user schedules this activity, for example on a contact, they choose a Sign template or upload a PDF. The request is then logged in the chatter of the record, and a note is posted there once the document has been signed. The activity type can also be included in activity plans, so signature requests become part of a planned sequence of steps.

Sign > Templates > template > gear > Configuration

Sign templates and requests come with several extra options. A template can hold predefined CC recipients, and its ownership can be handed to another user. A sent document can be saved as a template or forwarded. The answers collected on a template can be exported to a spreadsheet. In the template editor, the underlying document can be replaced with a new file while the positions of the existing fields are kept. These options are reached from the gear menus of templates and requests.

Calendar > Calendar (side panel)

The Calendar app has a 'Share my calendar' button in the control panel and a 'Booking Pages' section in the side panel. Users manage their appointment types and share booking links from there without leaving Calendar. The '+ Add Booking Pages' option adds appointment types to the section, so the user's own booking pages are always at hand next to the calendar.

Settings > Technical > Scheduled Actions

Work locations set in Google Calendar are synchronised to the work location fields of employees in Odoo. A daily scheduled action keeps this information up to date. Employees who set where they work in Google therefore show the same location in Odoo. Administrators can see the task under Scheduled Actions in developer mode by searching the list for 'working locations'.

Calendar > Meetings (full form)

Calendar events have an editable 'Linked to' field. Users attach a meeting to any relevant Odoo record, such as a lead, a task or a sales order, by choosing the model type and then the specific record. The field is on the full event form. This keeps each meeting connected to the business document it concerns, directly from the calendar event itself.

Calendar > Calendar (week view)

Pending activities appear in the calendar as an 'N pending activities' entry at the top of each day. Clicking it opens a popover where activities can be viewed, marked as done, rescheduled or edited. The entries are shown in week view when the 'My Activities' toggle in the side panel is on, so users handle their to-dos right next to their meetings.

Calendar > Calendar (quick create, week view)

When an event is created in the all-day row with a time in its title, such as '2 PM Client call', Odoo reads the time, turns off the all-day option and schedules the event at that hour. Time ranges such as '9-10' or '14:30-16:00' are also understood. This works for quick creation in the week view, confirmed by pressing Tab.

Calendar > Calendar (side panel > My Calendars)

Users can create several personal and shared calendars. Each calendar has its own colour and privacy settings, and team calendars can be shared with colleagues for joint scheduling. Calendars are listed under 'My Calendars' in the side panel, where '+ Add a calendar' creates a new one and where its sharing settings are configured for the people who should see it.

Calendar > Calendar

The Calendar side panel has a 'Meet with' field. Users add colleagues there to see their meetings next to their own, with each person shown in a separate colour. This makes it easier to find a time that suits everyone before planning a meeting. Colleagues are added by typing their name in the field and choosing them from the list that appears.

Contacts > a contact > Softphone

When the softphone is opened while a record such as a contact is displayed, the keypad is already filled with that record's phone number and the contact is suggested. If the user calls that number, the call is recorded as an activity on the same record. This saves typing the number and keeps a trace of the call on the record the user was working on. It works from the phone icon in the top bar.

Phone > Configuration > PBX > Call Flows > New

Phone includes a visual Call Flow editor for designing how incoming calls are handled. Steps are chosen from a palette and connected on a canvas. Available steps include calling a user, a contact or a group, sending to a queue, opening a menu, playing audio, voicemail, redirecting to an extension or an external number, a time condition and hanging up. Administrators build these flows in the PBX configuration to define routing for the company's numbers.

Phone > Calls > a call > Log Call

Calls can be logged in the chatter of a related record. A Log button in the softphone during a call, and a Log Call button on the call record afterwards, open a Log Activity in Chatter dialog. The user chooses the record to log against, such as a contact, lead, ticket, employee, task, sale order or subscription, adds a note and clicks Mark Done. The call then appears in that record's history.

Documents > Share

The Share dialog in Documents has 'Add People' and 'Add Groups' options. A group, managed in Documents > Configuration > Groups, can receive Viewer or Editor access to a file or a folder. Access is then granted once for every member of the group, without adding people one by one. Document managers use it to control who can see or edit shared folders.

Documents > Inbox > Auto-sort

The AI Documents Fleet module adds an AI tool called 'Link Document to Vehicle'. When a folder uses AI auto-sort, the AI reads the licence plate found in a document, such as a traffic fine, moves the document to the Fleet folder and links it to the vehicle with that plate. Fleet managers receiving vehicle paperwork can have it filed against the right car.

Settings > Documents > Files Centralization

Employee documents work without enabling a separate Employees and Documents bridge. Each company has an Employees folder, an HR access group and employee subfolders, all set in the Documents settings under Files Centralization. With Payroll, payslips are stored in a payroll folder inside each employee's folder, and a shortcut is added to that employee's My Drive. HR teams use this to keep employee files in one place.

Documents > Inbox > Auto-sort

AI auto-sort includes a 'Rename File' tool. In a folder's Auto-sort prompt, the user describes a naming rule; the default suggests a pattern of origin, sender, document type and date. The AI then renames incoming files according to that rule and keeps the original file extension. Files arriving in the folder thus get consistent names. The tool is configured per folder.

Studio > form view editor

In Studio's form editor, buttons, smart buttons and notebook tabs can be dragged to new positions. Administrators reorder them within the form layout directly, without deleting and adding them again. Buttons move within the button bar, and tab headers move among the other tabs of the notebook. This works on any form opened in Studio, so layouts can be arranged quickly.

Studio > list view editor > Column Properties

List view columns can have a minimum and a maximum width in pixels. The column then stays readable when the window is resized, never shrinking too far or stretching too wide. In Studio, the width is set in the 'Column Width (px)' property of a selected column, given as a pair of values such as [200, 320] for the minimum and maximum.

Studio > report editor

In Studio's report editor, Many2many fields such as Tags can be inserted in a PDF report directly through the field selector. No helper field is needed to show these values. The user types / in the report body, picks the Field option and searches for the Many2many field to insert. The values of the field are then printed in the report.

Studio > report editor

Studio's report editor has separate Editor, Preview and Sources tabs. When the user clicks an element shared by several reports, such as the tax totals block, the editor warns that changes will affect the other reports using it. Administrators can edit a PDF report, check the result and view its source code from the same screen, while being told about shared parts.

Studio > field properties

Date and Datetime fields can show a warning icon when a user enters a date in the past or in the future. It is configured in Studio through a single Warning property on the field, set to 'Past date' or 'Future date'. Users filling in the form then see the icon whenever the date they enter falls on the flagged side of today.

Dashboards > Sales

A dashboard carousel can include a data tab that displays a range of spreadsheet cells, in other words a table, alongside charts. On a phone, carousels are shown one per card, so these tables remain readable on a small screen. An example is the Top Countries card of the Sales dashboard, which offers a Map tab and a Top 50 tab.

Dashboards > Sales (search dropdown)

The dashboard search panel has a Favorites section for global filters. After setting the filters, a user clicks Save current search, gives it a name and can tick Default filter so the dashboard opens with those filters applied. Favorites are stored for each dashboard separately and can be shared with other users. Managers who check the same view often can save it once and reopen it in one click.

Dashboards > Configuration > Share links

A Share links menu in the Dashboards configuration lists every frozen share link created with a dashboard's Share button. For each link it shows the name, dashboard, section, author, date and URL. To revoke a link, the user switches off its Active toggle, after which the shared snapshot is no longer reachable. The menu gives administrators one place to review which dashboard snapshots have been shared, who created them and when.

Dashboards > Configuration > Dashboards

A dashboard can be restricted to specific people through the Allowed Users field. To make a private dashboard, the Access Groups field is left empty and the users who may see it are listed in Allowed Users; only those users can then open it. This is configured from the dashboard records in the Dashboards configuration menu. Access is managed by administrators from the Dashboards configuration, where each dashboard record holds both fields.

Dashboards > Sales (Top Countries chart)

When a geo chart on a dashboard is set to World, a region selector is shown at the top right of the chart. Choosing Africa, Asia, Europe, North America, South America or Oceania zooms the map to that region, so data for one part of the world is easier to read. The selector is available on any geo chart set to World, such as the Top Countries map in the Sales dashboard.

Discuss > Call History

Discuss calls can be recorded with a Start recording call action, and the recordings are stored as call artifacts. The Call History menu opens a Call Debrief tab with an audio player and, when the AI app is installed, a transcript with timestamps. The source notes that an AI summary was found only for Phone (VoIP) calls, not for Discuss calls.

Discuss > Channels

Channels in Discuss can be placed into categories. The Channels list groups channels by their category, and the category of a channel is set on the channel form. This helps users with many channels keep them organised by topic or team. Categories are visible to users browsing the Channels list, so related channels sit together under one heading instead of in a single long list. Users find the setting on the form of each channel.

Discuss > Channels

Each channel member can mark a channel as a favorite using Add to Favorites in the channel actions. Favorite channels display a star and are listed first, giving quicker access to the conversations a user follows most. The choice is personal to each member. Favorites are set from the channel actions available when a channel is open in a chat window, and the result is shown in the Channels tab of Discuss.

Discuss > Channels

Polls can be created from the message composer in Discuss channels and chats. Members choose one or more options, can see the results and the remaining time, and the poll closes automatically at its end time. This gives teams a quick way to collect opinions inside a conversation. Polls are added through a dedicated action in the composer and are posted like any other message in the conversation.

Apps > search "Discuss Tracking"

Field changes are written directly into the body of the chatter message rather than stored as separate tracking value records. The mail.tracking.value model is provided by an optional module, Discuss Tracking (mail_tracking). Burndown charts and stage duration figures read their data from duration tracking. Administrators who need the tracking value records can install Discuss Tracking from the Apps list. The module is found in Apps.

Settings > Website > Push Notifications

Website push notifications, part of Social Marketing, are sent through Odoo's own web push service and do not use Firebase. The Firebase library and settings are not included. The website setting for push notifications asks only for a title, a body, a delay and an icon, with no Firebase keys. Website administrators enable it in the Website settings. No Firebase account is needed.

Settings > Technical > Messages

With Discuss Tracking installed, each posted message stores which email template or QWeb view produced its content. Because outgoing emails (mail.mail) are built on messages, they carry this information too. The fields are 'Src Template' and 'Src View', and messages can be grouped by them. Administrators use it to trace where an email's content came from. Developer mode is needed to open Settings > Technical > Messages.

Settings > Users & Companies > Users > [User]

When someone changes the groups of a user, the server log records who made the change, from which IP address, and what was changed. The user's chatter also receives a note listing the groups that were added and removed. Administrators and auditors can use this to review changes to access rights. The note is posted when the user record is saved after the change.

Contacts > list view > Actions > Enrich

Contacts has an 'Enrich' action in the list and form views. For one or several selected contacts, it fills in company information such as the address, VAT number and industry. The data comes from Odoo's partner autocomplete service, based on the VAT number, company registry or D-U-N-S number already stored on the contact. It is run from the Actions menu.

Contacts > Hierarchy view

Contacts offers a Hierarchy view in the view switcher. Companies are shown as cards, and clicking the contact count on a card, such as '3 Contacts', expands its child contacts and addresses beneath it in a structured layout. Users can see how the people and addresses of a company are organised without opening each company or contact record one by one.

Knowledge > sidebar > right-click an article

Article actions can be reached straight from the Knowledge sidebar. Right-clicking an article opens a quick menu with options to open it in a new tab, add it to favourites, share it, rename it, move it, copy it or delete it. The same menu is also available from a three-dot button on each row of the sidebar, for users who prefer clicking.