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Smart Notes
mp1437d20260225185156
New
Smart Notes enhances note management in Dolibarr ERP & CRM by introducing an advanced, timestamp-based and chronological system. The module replaces standard note tabs with a modern interface designed to record, view, and track key information clearly and efficiently.
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More info...
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🌟 Smart Notes
Smart Notes enhances note management in Dolibarr ERP & CRM by introducing an advanced, timestamp-based and chronological system. The module replaces standard note tabs with a modern interface designed to record, view, and track key information clearly and efficiently.
Each note is automatically dated and linked to its related element, providing a complete and reliable history of exchanges and actions throughout your business processes.
How the module works
Smart Notes allows you to add timestamped notes directly to multiple Dolibarr elements:
- Third parties (customers, prospects, suppliers)
- Sales proposals
- Customer orders
- Customer invoices
- Products
- Supplier proposals
All notes are displayed in a clear chronological order, making it easy to follow the evolution of each record.
Key strengths
Accurate time tracking
Each note includes the date and time automatically, ensuring full traceability of discussions and decisions.
Optimized interface
A smooth and intuitive interface simplifies both note entry and consultation.
Centralized information
All important details are stored directly on the relevant records, avoiding information loss.
Team collaboration
Notes are shared across users, ensuring consistent communication and follow-up.
Flexible configuration
A configuration page allows administrators to enable or disable the Smart Notes tab as needed.
Benefits for your organization
- Clear visibility of historical actions and exchanges
- Improved continuity in commercial and operational follow-up
- Reduced information loss
- Time savings during consultations and decision-making
- Increased productivity through structured and shared information
With Smart Notes, Dolibarr becomes a powerful tracking tool where every piece of information is recorded, timestamped, and available at the right place and the right time.
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