Copy Message

This video explains the Copy Message feature in Odoo18, illustrating how you can use the internal communication tool to copy links to discussions and share them directly within a record for better collaboration and traceability.

• Internal Communication Tool: The narrator explains that the messaging tool in Odoo can be used for both internal and external discussions, allowing users to track decisions and communicate with clients directly.
• Accessing the Chatter: To copy a message, you first go into a document, such as a Sales Order, and scroll down to the Chatter or Log Note section.
• Copying a Message Link: The video demonstrates clicking the Link icon next to a specific message. This action copies the direct URL of that discussion to your clipboard.
• Sharing in a Log Note: The narrator then shows how to paste this link into a Log Note or a new message, tagging a specific customer or colleague (e.g., “@MRF Tyres”) to draw their attention to that specific discussion thread.
• Improved Collaboration: By sharing direct links to messages, teams can ensure everyone is on the same page without having to scroll through long communication histories.
• Universal Application: The video highlights that this feature is available across various modules, including Sales Orders, Purchase Orders, and Vendor Bills, ensuring consistent communication throughout the system.