Odoo 18 Enterprise Book: Front Desk

1. Channels

The Discuss module in Odoo 18 Enterprise Edition provides users with the flexibility to create customized communication channels tailored to various team requirements, such as departments, projects, or specific topics. To initiate the creation of a new channel, users can simply click the “+” (Add) button located on the left side of the main Discuss window.

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This action prompts an editable field where users can enter the desired Channel Name. Once the name is specified, clicking the ‘Create: #(Channel Name)’ button instantly generates the new channel. Additionally, users have the option to add a short description in the “Add a description” field, which appears near the channel title, to clarify the purpose or subject of the channel.

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Once the channel is created, users can begin communicating by typing messages into the “Message#(Channel Name)” input field, thus initiating a focused discussion within the new group. The module also offers a Settings button placed next to the add channel button, which provides access to all previously configured channels.

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From this settings interface, users can join or leave channels effortlessly using the ‘Join’ and ‘Leave’ buttons, which become visible when hovering over specific channels. To streamline navigation and enhance organization, the Discuss module includes ‘Filters’ and ‘Group By’ options in the advanced search bar. These features help users narrow down the list of channels based on criteria relevant to their workflow. Furthermore, frequently used channels can be saved under the ‘Favourites’ section for quicker access.

An alternative method to create a channel involves clicking the New button, which opens a detailed channel configuration form.

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In this window, users can define the Group Name and provide a more elaborate Description to convey the intent or objectives of the channel.

Under the Privacy tab, administrators can set rules such as Auto Subscribe Departments, Authorized Subscribe Groups, and Authorized Groups. These settings ensure proper access control, automatically adding designated users to the group and managing visibility based on roles or departments.

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In the ‘Members’ tab of the configuration form, new members can be added manually by selecting the ‘Add a line’ option.

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This allows users to include specific team members who should participate in the conversation. Channels can be designated as public or private, giving administrators the ability to control who can view and engage in the discussion. Once all configurations are in place, users can save the new channel setup, making it immediately available for team collaboration.

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