Following a business document

Odoo brings social networking concepts into your business communication. Fundamental to this implementation is that you can get automatic updates on a business document by following the document. Then, whenever there is a note, action, or a message created that is related to a document you follow, you will receive a message in your Odoo inbox. In the bottom right-hand corner of the form, you are presented with the options for when you are notified and for adding or removing followers from the document. The following screenshot is of the OpenChatter follow options:

In this case, we can see that both Terry Zeigler and Administrator are set as followers for this opportunity. The Following checkbox at the top indicates that I am following this document. Using the Add Followers link you can add additional users to follow the document.

The items followers are notified are viewed by clicking the arrow to the right of the following button. This brings up a list of the actions that will generate notifications to followers:

The checkbox next to Discussions indicates that I should be notified of any discussions related to this document. However, I would not be notified, for example, if the stage changed.

When you send a message, by default the customer will become a follower of the document. Then, whenever the status of the document changes, the customer will receive an email. Test out all your processes before integrating with an email server.
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