Partner Changes Tracking
Who changed this customer's address, and when
Name, address, tax details, category, language, reference - twenty fields on a contact, tracked in the chatter like an invoice.
Partner Changes Tracking (technical name to_partner_track_change) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for sales, accounting, data owner, auditor.
At a Glance
The facts of Partner Changes Tracking, version 0.1, in one place. Published by Viindoo.
How It Works
Install, and then read the chatter.
The history is on the contact
Address, reference, tags - each change with its before and after, in the chatter that was already there.
Everywhere, for every contact
No new menu and no setup: the fields are tracked from the moment the app is installed.
What You Get
Tracking on twenty contact fields, including the whole address
Old value and new value on every change, in the chatter
Archiving and un-archiving tracked too
Uses Odoo's native tracking - no parallel log, no new screen
Works for customers, vendors and internal contacts alike
Nothing to configure after installing
More Screens
Everything below was taken on a database seeded with real business data, on this series - not a mock-up and not a screenshot from an older version.
Contacts
What This App Does Not Do
Read this before you buy. Everything below is something the app deliberately leaves to another app or to you.
Tracking starts when the app is installed; earlier changes were never recorded.
A deliberate list of the twenty that matter - tracking everything makes a chatter nobody reads.
Changes are recorded, not held for review.
That is honest, but expect noise after a mass update.
Works Well With
Apps from the same stack, built to fit this one:
Multilingual Contacts
One contact, several languages - and now, the change history too.
to_partner_multilangWho Should Use Partner Changes Tracking?
Sales
Sees that the shipping address changed last Tuesday, and who changed it.
Accounting
Has the history behind a tax number or a payment reference.
Data owner
Can hold somebody to a change instead of guessing.
Auditor
Reads master-data changes in the same place as document changes.
Frequently Asked Questions
What does Partner Changes Tracking do?
Name, address, tax details, category, language, reference - twenty fields on a contact, tracked in the chatter like an invoice.
What does Partner Changes Tracking not do?
It does not backfill history. Tracking starts when the app is installed; earlier changes were never recorded. It does not track every field. A deliberate list of the twenty that matter - tracking everything makes a chatter nobody reads. It is not an approval workflow. Changes are recorded, not held for review. Bulk imports produce bulk entries. That is honest, but expect noise after a mass update.
Who is Partner Changes Tracking for?
Sales: Sees that the shipping address changed last Tuesday, and who changed it. Accounting: Has the history behind a tax number or a payment reference. Data owner: Can hold somebody to a change instead of guessing. Auditor: Reads master-data changes in the same place as document changes.
Which Odoo version and editions does it support?
Odoo 17.0 - Odoo Community, Odoo Enterprise, Viindoo Cloud. Upgrades to a newer Odoo series are a separate purchase for that series.
What does it depend on?
It installs on top of: mail. Odoo installs them with it.
How do I set it up?
Install, and then read the chatter.
What works well with it?
Multilingual Contacts (to_partner_multilang): One contact, several languages - and now, the change history too. Contact Filters (viin_partner_filter): Finding the contacts a change concerns. Employee Change Tracking (to_employee_changes_tracking): The same discipline for HR data.
Can I try it before buying?
Yes - the Live Preview button at the top of this page opens the module's own screen on a working database.
How do I get support?
Write to apps.support@viindoo.com with your Odoo version and the technical name to_partner_track_change; pre-sales questions go to sales@viindoo.com.
See Partner Changes Tracking in Action
Live demo: v17demo-int.viindoo.com/web#action=base.action_partner_form
Need help with Partner Changes Tracking?
For questions, implementation support or a custom feature, contact Viindoo.
Pre-Sales & Partnership
sales@viindoo.comUpgrades to a newer Odoo series are a separate purchase for that series.
All Viindoo apps: apps.odoo.com/apps/modules/browse?author=Viindoo
Technical Requirement
Changes log
0.1 - Latest on the 17.0 line
- Tracking covers the full address, tags, industry, language and the active flag.
Installation
- Navigate to Apps.
- Search with keyword to_partner_track_change.
- Press Install.
Instruction
To access the company's list of customers and suppliers, you go to the Contacts module, find or create a new contact. When the information of this contact is changed, the system will record the history of who made the change, when and what changed in the chatter area.
- Contact type: Company or Individual;
- Contact name;
- Address: Specific address, city, state/province, country;
- Tax code;
- Phone number, mobile number;
- Website;
- Language;
- Zip code;
- etc.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software.
The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.