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Quick Notes
mp1437d20260225183445
New
The Quick Notes module for Dolibarr allows you to automatically add public and private notes to your documents and commercial records. Each company, contact, quote, order, invoice, or shipment can now have two predefined note fields, easily accessible and reusable at any time.
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More info...
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🌟 Quick Notes
The Quick Notes module for Dolibarr allows you to automatically add public and private notes to your documents and commercial records. Each company, contact, quote, order, invoice, or shipment can now have two predefined note fields, easily accessible and reusable at any time.
Main Features
Automatic Note Addition
- Two extrafields created for each record: public note and private note.
- Available on companies, contacts, quotes, orders, invoices, and shipments.
Reusable Predefined Notes
- Create note templates to avoid rewriting the same information.
- Apply them quickly to any document or record.
Seamless Dolibarr Integration
- Works directly within Dolibarr’s interface without disrupting existing workflows.
- Notes can be applied to both documents and third parties (companies/contacts).
Time-Saving and Consistency
- Reduces repetitive input and the risk of missing important comments.
- Standardizes internal and external information with note templates.
Use Cases
✔ Add internal instructions or private comments to quotes and orders
✔ Include notes visible to clients or partners on quotes, invoices, or shipments
✔ Centralize important remarks for each company or contact for optimal follow-up
✔ Facilitate internal communication and information traceability
Security and Control
- Access restricted to authorized users
- Full compliance with Dolibarr roles and permissions
- Clear distinction between public notes (visible to all) and private notes (restricted to authorized users)
With Quick Notes, save time, improve the consistency of your information, and ensure efficient tracking of your documents and third parties in Dolibarr.
Discover the full online demo
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Installation
- Download the module archive (.zip) from DoliStore.com
- Go to "Home > Setup > Modules > Deploy an external module" and submit the zip
- The module or theme is then available and can be activated
Boost your DolibarrDiscover our professional modules to simplify management, automate tasks, and gain efficiency.
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Why choose our modules
- Compatible with recent Dolibarr versions
- Module languages:
- Free support and bug fixes included
- Free access to module updates for one year
Support & Assistance
If you encounter a problem, please provide the following information:
- Module and Dolibarr version
- Steps to reproduce the issue (screenshots or video if possible)
If you think this module is a fork of another one (published after the first one) or violates some terms or conditions of use (for users or vendors), you can make a report at dolistore@dolibarr.org