Default Followers

Automate follower management across Odoo and keep key stakeholders informed from the moment records are created.

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Default Followers

Automate the addition of followers to any Odoo model, ensuring that the right stakeholders are always notified when new records are created.

App Overview

Introduction

The Default Followers module for Odoo provides a streamlined way to automate the addition of followers to any Odoo model, ensuring that the right stakeholders are always notified when new records are created. By default, Odoo requires manual intervention to add followers to records, which can lead to missed communications in fast-paced environments.

This module addresses that limitation by allowing administrators to pre-configure a list of default followers for specific business objects such as Sales Orders, Invoices and Delivery Orders. When a new record is saved for a configured model, the system automatically appends the designated partners to the follower list.

With this module, organizations can configure default followers for any Odoo model, automate follower addition upon saving new records, manage multiple follower configurations from a centralized list, configure specific followers based on models, and reduce manual overhead for HR and Sales teams. The module integrates directly into the native Odoo Discuss (mail) framework, requiring no extensive technical modifications.

Purpose

The purpose of this module is to automate follower management across Odoo by ensuring that the right people are automatically subscribed to important business records as soon as they are created.

By eliminating the need to manually add followers on documents such as Sales Orders, Purchase Orders, Invoices, CRM Opportunities, Projects, and other chatter-enabled records, the module helps organizations improve communication, increase operational visibility, and reduce the risk of missed updates.

With centralized configuration for any Odoo model, businesses can ensure that managers, supervisors, department heads, and key stakeholders automatically receive notifications and gain immediate access to record discussions, creating a more transparent and collaborative working environment throughout the organization.

Targeted Business Type

📈

Sales Organizations

Automatically subscribe sales managers and operations teams to customer orders for better visibility.

🛒

Procurement Companies

Ensure procurement managers automatically monitor purchase orders and supplier communications.

🎧

Service & Helpdesk Teams

Supervisors can automatically follow support tickets and customer service activities.

🏭

Manufacturing Businesses

Production managers can automatically track manufacturing orders and inventory operations.

💰

Accounting & Finance Teams

Finance managers receive automatic updates on invoices, payments, and accounting records.

👥

HR & Recruitment Teams

HR managers can automatically follow employee records, recruitment activities, and hiring updates.

⚙️

ERP Implementation Companies

Consultants and project managers can monitor client activities and project records automatically.

🚀

Any Odoo Business

Any organization using Odoo chatter can improve collaboration, transparency, and communication.

Business Use Cases

📢

Sales Team Notification

Context: A company wants the Sales Manager and Operations Team to automatically follow every Sales Order without requiring manual follower assignment.

1. Administrator configures the Sales Order model in Default Followers.
2. Sales Manager and Operations partners are added as followers.
3. A salesperson creates a new Sales Order.
4. The configured users are subscribed automatically.
5. Both teams receive all order communication updates instantly.

🌟 Outcome: Improved order visibility and faster coordination between departments.

🛒

Purchase Approval Monitoring

Context: Procurement managers must monitor all Purchase Orders automatically to ensure timely approvals and complete visibility.

1. Administrator configures the Purchase Order model.
2. Procurement Manager is added as a default follower.
3. Buyers create new Purchase Orders.
4. The Procurement Manager is subscribed automatically.
5. Approval communication becomes centralized in chatter.

🌟 Outcome: Reduced missed approvals and improved procurement transparency.

🎯

CRM Opportunity Supervision

Context: A Sales Director wants automatic visibility into every new CRM opportunity without relying on manual subscriptions.

1. CRM Lead model is configured in Default Followers.
2. Sales Director partner is selected.
3. New opportunities are created by the sales team.
4. The Sales Director becomes a follower automatically.
5. All discussions and updates become visible in real time.

🌟 Outcome: Better sales pipeline supervision and communication tracking.

Key Features

👥

Automatic Default Followers

Automatically adds predefined followers when records are created in selected Odoo models.

⚙️

Universal Model Support

Works with any chatter-enabled Odoo model including Sales, CRM, Purchase, Inventory, Accounting, HR, Projects, Helpdesk and custom modules.

🔔

Instant Notification Management

Ensures important users receive chatter notifications and message updates automatically without manual follower addition.

🧩

Centralized Configuration

Administrators manage all default follower rules from a single configuration screen.

🏢

Department Level Visibility

Keeps managers, supervisors or department heads automatically informed about business operations.

🚀

No Manual User Intervention

Eliminates repetitive manual addition of followers on every document creation.

🔄

Real Time Auto Subscription

Followers are subscribed immediately during the record creation workflow.

📨

Better Communication Tracking

Ensures communication history and document discussions are visible to all required stakeholders.

Configuration & Workflow

The following screenshots demonstrate the configuration and functionality of the Default Followers module within the Odoo environment.

Default Followers Menu

Displays the Default Followers configuration menu available inside Odoo Settings where administrators manage automatic follower rules.

Default Followers List View

Shows all configured follower rules for different Odoo business models including Sales, CRM, Purchase and custom applications. Demonstrates the configuration form used to create a new automatic follower rule.