Leo Tran Discuss Published: 5/16/20 Hits: 383

The Social Networking module provides unified social network abstraction layers allowing applications to display a complete communication history on documents with a fully-integrated email and message management system. It enables the user to read and send a message as well as e-mails , it also provides a feeds page combine to a subscription mechanism that allows to follow documents and to be constantly updated about recent news.

Recent research shows that we spend 61 % of our professional time either reading and answering email, searching and gathering information or communicating and collaborating internally.

Tools that focalize on these activities and integrate them into the regular business processes enrich and enhance users’ productivity. That is exactly why we brought the Business Apps and social networking together.

The Social Network App is based on the OpenChatter engine and has the following main characteristics:

  • facilitates conversations with internal users or external ones (customers, suppliers,etc), joining the power of instant messaging with standard emails ,
  • organise groups of discussions, an alternative to traditional mailing lists,
  • extends the breadth of these conversations to incorporate discussions around and about business documents,
  • incorporates a subscription system to any business event, generating notifications,
  • displays all the messages and notifications in a threaded manner on the user’s unified feeds page.

Start with the fresh demo database and install mail module. You will find the Messaging menu like following figure:

messaging menu

Main Messaging menu

The conversation feature

OpenChatter provides a simple communication tool to discuss amongst colleagues or external contacts, either with an individual or with a group. Two mechanisms are provided to discuss or exchange documents, a real time chat or an asynchronous messaging that provides an alternative to e-mails.

You can send messages to internal users or external contacts like customers and suppliers. The email gateway converts automatically incoming e-mails to clean messages in your wall and messages you write to an external contact to an outgoing mail.

This button helps for sending an e-mail ,to the customer,supplier etc.. For example admin user send an e-mail to demo user , figure of compose a new message in Odoo ERPOnline seems like following

compose message

Compose a new e-mail

You can also attach files that you want to send.

Now after sending an e-mail to demo user , when demo user login, he can see that mail on his wall, it seems like following figure.

receive mail

Receive mail from Admin user

For that, first you have to install contacts module from Settings > Modules. This module gives you a quick view of your address book, accessible from your home page. You can track your suppliers, customers and other contacts.

  1. The Follow button on documents. Go to Messaging > Organiser > Contacts , open the Demo user from, at the right side below the form , you can see the button Following. If you click on it , Administrator will add in to follower list of Demo User. The figure seems like following:
    follow btn
  2. you can invite partners to become followers of a document by clicking on the Add Others link below the Following button. If you click on that , you will see the invitation message like following figure:
    invite other
  3. the creator of a document is automatically added in the followers.

Now go to the Messaging menu , and now click on link Write to my followers. you will find the figure like following:

message follow

Message sending to followers

Now when you login as Demo user , you will find the above message in the wall of demo user. You can also attache file with this message.

Join a Group

Discussions can be organised into groups. You can create groups of discussions for any purpose. You can create a group from menu Messaging > My Groups > Join a Group and click on Create.

create group

Create a new group

You can configure the privacy of each group as :

  • Public: everyone can see messages related to this group, including your customers and/or suppliers through their portal, e.g Company News, Jobs , Next Events , etc.
  • Private: only followers of this group can see the messages. In order to become a follower, you need to be invited by an existing follower , e.g Board Members, HR , Private Customer Project , etc.
  • Selected Groups Only: allows to select groups of users (like the groups used in access rights) that can access related messages, e.g All Employees , Sales Only , Customers Only , Car Policy, for employees having a company car only , etc.

You can also create groups on which users are automatically subscribed according to their access rights. As an example, when you install Odoo ERPOnline, a group called Whole Company is automatically created with all your employees. This allows to easily send a message to all employees.

Once group created ,users can write messages to a group, attach documents to their messages, answer previous threads, vote on others messages and search in the history of all conversations. Users can join or be invited on groups. If they do so, they will receive every discussion concerning these groups into their inbox. Depending on the privacy of the group, you can also read the archives of the group, even if you decided to not follow this group.

Use of Messaging

In Odoo ERPOnline this OpenChatter(mail module) used in following areas:

  • CRM: For scheduling meeting with partners , information needed to partner etc.
  • Sales/Purchase: For sending a Quotation to customer , discussion , product quantity/quality.
  • Manufacturing: For Waiting for raw material , production started etc notification, work orders , repair orders , planning of order, Bill of materials.
  • Human Resources: Schedule interview with an Applicant , Leave Request , Appraisal , Expense etc.
  • Project: For Sending Documents , discussion on issues etc.
  • Warehouse: Incoming Shipment Receive or waiting availability , Delivery Order etc.
  • Accounting: Invoice of customer/supplier , customer/supplier Payment , Payment follow-up.
  • Other: In Event module ,for sending registration details results etc ,In association module for members discussion.

OpenChatter is available as 2 links, below the form of all above listed module. And those 2 links are , Send a message or Log a note. Also Following button available at right side of the form. Functionality of these things are same as explained above.

link follow

Link and following button in application

For Example in HR , applicant select for next round , you can inform via this chatter, also you can attach a result of test. (Menu Human Resources > Recruitment > Applications)

send msg appl

Send a message to applicant