Summary

In this chapter, we examined Odoo's advanced searches and dashboards. Advanced searching allows you to search based on a variety of fields and save your searches so that you can easily pull them up later. Using these features, you can more easily find the data you are looking for and place data that you need frequently into your own personal dashboard.

In the next chapter, we will begin to take a look at how you can customize Odoo to meet the specific needs of your organization. We will discover how to activate Developer mode, which will allow us to append fields to Odoo's screens. We'll then begin adding our own fields to forms for collecting data, to lists for finding and displaying the data, and to models, which handle all the rules and methods for storing the data in the underlying PostgreSQL database. But first, what is the single most important thing that we need to do before customizing our system? That's right-we need to know how to back up and restore our data, just in case.

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