Mass Update for CRM Activity Log Notes

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Adding the same note to many records one at a time is slow. The Mass Update for CRM Activity Log Notes module for Odoo lets you select several CRM opportunities or contacts and post one log note to all of them in a single step. It is useful after a campaign, an event or a phone blitz, when the same update applies to a group of records.

Key features

Post one log note to many records at once
Works with CRM opportunities and Contacts
Notes appear in each record’s chatter, as with a normal log note
Keeps record history complete without repetitive data entry

Add a log note to multiple CRM opportunities

Open the CRM app.

Switch to list view and tick the opportunities you want to update.

Click Actions and choose Mass Update Log Notes.

In the pop-up window, type your note in the Log Note field and click Update.

Open any of the selected opportunities to see the note in its chatter.

Add a log note to multiple contacts

Open the Contacts app.

Switch to list view and tick the contacts you want to update.

Click Actions and choose Mass Update Log Notes.

Enter your note in the Log Note field and click Update.

Open a selected contact to check the note in its chatter.

Tips

Use filters or Group By before selecting, so you only update the records you intend to.
Keep notes short and include the date or campaign name, so they are easy to find later.

How to install the module

Add the module to your Odoo add-ons folder, or ask your Odoo administrator or hosting provider to do this.
In Odoo, turn on developer mode (Settings > Developer Tools > Activate the developer mode).
Go to Apps and click Update Apps List.
Remove the default Apps filter from the search bar, search for the module name and click Activate.

If you use Odoo Online (SaaS), custom modules cannot be installed. They need Odoo.sh or an on-premise installation.

Frequently asked questions

Where do the notes appear?

Each note is posted as a log note in the chatter of every selected record, the same as adding a note by hand, so it is visible in the record’s history.

Which Odoo apps does it work with?

The module works with CRM opportunities and with Contacts.

Are log notes sent to customers?

No. Log notes are internal. They are not emailed to the customer or contact, unlike messages sent with Send message.

Need help?

Contact support@thoughtlogik.com for installation help, or see our Odoo optimisation services to make your CRM work harder.