Display Relevant Customer Info In Odoo Live Chat Side Panel

Live chat is one of the fastest ways to connect with customers, but it often lacks the context that sales reps need to be truly helpful. That’s why we built a new Chat Side Panel feature in Odoo’s Discuss app to bring relevant business data right into the chat interface.

This new Steersman-designed panel enables sales and support teams to respond faster and smarter, without switching tabs or searching through unrelated records.

Odoo’s default chat view provides minimal insight. Users needing context of customer records would typically have too:

Manually search for a customer in Contacts or CRM

Look up the sales order history or chat logs in other modules

Now, with this customization, everything is in one place: no switching tabs or broken workflows.

What’s New in the Chat Panel

When a user opens a chat with a visitor or contact, the new side panel reveals a dynamic, collapsible stack of relevant data points and links:
- Related Contacts — Matched by email address
- Previous Chat Sessions — Chat history with this contact
- Website Visit History — Pages the visitor viewed before chatting
- Linked CRM Leads & Opportunities — One-click access to open pipeline items
- Sales Orders — View recent or pending transactions
- Delivery Status — Check if an order has shipped
- Traffic Source (Referrer) — Which site the visitor came from
- Geo IP Info — Estimated location of the visitor

We also enhanced the behavior of links inside the panel to behave like standard browser links
- Left-click opens in the same tab
- Middle-click or Ctrl+click opens in a new tab
- CRM Leads, Sales Orders, and Contact Cards now behave like Odoo form views

Archive All Inactive Contacts at Once in Odoo

To help businesses keep their databases clean and efficient, Steersman has developed a new feature that automatically identifies and archives inactive contacts.

How to Assign a Pricelist to a Customer in Odoo

Instructions for how to assign a pricelist to a customer account in Odoo.

Shared Inbox: A Smarter Way to Manage Incoming Emails in Odoo

Managing incoming emails in Odoo has always depended heavily on proper routing, something that isn’t always guaranteed. When replies lose their metadata or emails arrive without clear context, they can fall through the cracks, leading to missed communication and delayed responses. While Odoo routes emails to records like Sales Orders, Invoices, and CRM Leads, there has traditionally been no centralized way to monitor all incoming communication across the system. The New Shared Inbox module solves these problems by providing a centralized, actionable view of all incoming emails in Odoo, ensuring nothing slips through the cracks.

Warn (or Block) Users from Editing Contacts Used in Odoo Orders

We’ve added a new feature that protects your order history from accidental changes. Now, if a user tries to edit a contact that has been used on sales orders, deliveries, invoices, or payments, Odoo will alert them or block the edit entirely, depending on their permissions.