MegaNotes

What is MégaNotes?

MégaNotes transforms how you capture and connect information in Dolibarr. Instead of scattering notes across customers, projects, invoices, and tasks, MégaNotes lets you write once and link everywhere.

The problem: A client mentions they need gravel during a phone call. Where do you note this? On their customer record? On the project? On the quote? The information concerns all three, but traditional ERPs force you to choose one location or duplicate the note multiple times.

The solution: With MégaNotes, you capture information naturally as it flows, then connect it to any relevant Dolibarr objects using simple shortcuts:

• $ links to customers and suppliers
• # adds searchable tags
• & connects to any Dolibarr object (projects, quotes, orders, invoices, tasks, interventions, contracts, products, services)

Real-world example

You're on a call with customer Dupont who needs 2 tons of gravel delivered urgently for project PROJ-2024-001. Just type:

Need 2T gravel for $Dupont, #urgent delivery on &PROJ-2024-001

MégaNotes automatically:

• Links the note to customer Dupont
• Tags it as "urgent" for easy filtering
• Connects it to project PROJ-2024-001
• Makes it searchable and analyzable

Later, when another customer mentions gravel, you'll spot the pattern and can act on it - whether that's adding gravel to your catalog, connecting suppliers with customers, or identifying a market opportunity.

Why MégaNotes works

Fast capture: Note information in seconds, not minutes. No forms, no mandatory fields - just natural writing with smart shortcuts.

Natural connections: Information isn't siloed by object type. A single note can relate to multiple customers, projects, and products simultaneously - just like real business conversations.

Pattern detection: See which needs come up repeatedly. Discover business opportunities hidden in your daily interactions.

ERP integration: Your notes aren't isolated - they're contextual. View them from customer records, project pages, or the central dashboard. Information flows where you need it.

Who needs MégaNotes?

• Sales teams tracking customer needs and opportunities
• Project managers capturing requirements across stakeholders
• Service teams logging client requests and issues
• Business owners spotting market patterns in customer conversations
• Anyone who talks to clients and wants to remember what matters

Get started in 60 seconds

1. Install MégaNotes
2. Enable the module
3. Click "Quick Add"
4. Type your first note with $, #, and &

That's it. You're capturing business intelligence.