Overview
This module adds a WhatsApp button to the partner form. It opens a small wizard where the user writes a message, then redirects to WhatsApp with the partner's mobile number and the text prefilled. It plugs into Contacts and is used by sales, support and collection staff. It needs no WhatsApp API account. The benefit is fast contact with customers straight from Odoo.
Usage steps
- 1
Open the partner
The user opens a contact that has a mobile number. A WhatsApp button appears in the partner form header. It is available to users who can read partners.
- Contact with a mobile number
- Button: Whatsapp
- In the form header
- 2
Write the message in the wizard
The wizard shows the recipient and the mobile number and asks for the message text, which is required. The mobile number field is required as well. The user can cancel with no effect.
- Recipient and mobile
- Message required
- Cancel button
- 3
Redirect to WhatsApp
Pressing Send builds a WhatsApp link from the number and the message and opens it in a new window. The user completes sending inside WhatsApp. Odoo does not send the message itself.
- Button: Send
- Link built from number and text
- Sent inside WhatsApp
- 4
Reuse for many contacts
The same flow works for any partner with a mobile number, for example customers with overdue invoices. Each use opens a new prefilled chat. No message history is stored in Odoo.
- Any partner with a mobile
- One chat per use
- No history stored
Screens
Illustrative mockups with placeholder data.
Roles
| Role |
|---|
| Sales user |
| Support agent |
| Collections officer |
Dependencies
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