Chatter Basics | Getting Started

The Chatter is a common feature in Odoo records, displaying a timeline of activities such as record creation, stage changes, and more. It can also be used for internal notes and direct client messages.

The Chatter shows a timeline of activity including field changes, notes, messages, and tasks. Users can react to entries with emojis, save entries for later in the Discuss app, search for messages, attach files, and manage followers.

Users can add co-workers as followers to a record to notify them of activity. The follower list allows for editing notification settings and unfollowing records if desired.

Messages can be sent directly from the Chatter, allowing users to include relevant contacts and attach files like product catalogs. All communication is recorded in the Chatter's timeline.

The 'Log Notes' feature allows for private, internal communications visible only to team members. Users can tag colleagues, and the note appears in the Chatter, notifying relevant internal followers. Notes can be edited, forwarded, or deleted.

The Chatter also enables scheduling activities like meetings, calls, emails, and to-dos, which are linked to the Odoo calendar app. The video concludes by highlighting the Chatter's role in keeping teams aligned and updated on all record-related activities.