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.

Demonstration:

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