Why Odoo can do more than many realize
Many users work with Odoo daily – yet only a few know the true professional features that can really speed up their workflow. Odoo is constantly evolving and is packed with smart features that often go unnoticed. Those who know the hidden Odoo tips and tricks save time every day, reduce errors, and can fully leverage the platform's potential.
Discover five surprisingly useful Odoo features that will boost your productivity and impress your colleagues!
Odoo Tips and Tricks: What Does "Hidden Features" Mean?
Hidden features aren't "secret codes"; they're tools Odoo has designed for power users that often go unnoticed in training or standard demos. They offer small but impactful benefits:
- Fewer clicks and routine tasks
- More clarity and speed in your daily life
- Enhanced usability for frequent users and teams
These tips help both beginners and experienced Odoo users get even more from their ERP system.
Feature 1: Global Search – Find Everything Instantly Instead of Clicking for Long
Did you know that Odoo has a powerful global search feature?
- Just type in the search box at the top of the Odoo main menu (or press / to activate it with your keyboard).
- Results from all apps, contacts, orders, products, and more will be displayed immediately.
- Filter your search results directly by contact person, email, or order number.
- Use arrow keys to navigate, press Enter to open the selected result.
Tip: Use placeholders (*) to find uncertain terms (e.g. Meier* also searches for "Meier GmbH").
Benefit: Saves countless clicks and makes finding information lightning fast!
Feature 2: Use Multiple Tabs and Views Simultaneously
When dealing with complex processes, you often need to switch between different customers, orders, or tasks. Odoo makes multitasking easy.
- Right-click on any menu or record and select "Open in New Tab".
- Or: Hold down the CTRL key (Windows/Linux) or CMD (Mac) and click on the menu you want.
- Switch between list, Kanban, and calendar views – each in its own tab.
Advantage: You can handle multiple tasks simultaneously without losing track!
Feature 3: Custom Shortcuts and Quick Actions
Odoo offers handy shortcuts – many are little known:
- Press ? on your keyboard to see all available shortcuts in Odoo!
- Press g + m to go to the main menu, or use c to create a new record instantly.
- For power users: Create your own quick actions in developer options, like adding new tasks, offers, or tickets.
Benefit: Less mouse, more efficiency – especially for routine tasks in CRM, sales, or helpdesk!
Feature 4: Smart Filters and Saved Searches
With just a few clicks, you can in any Odoo list:
- Create custom filters and sorting options (e.g., "all open offers over €1000")
- Save filter combinations and reuse them with one click.
- Set default filter for your team
- Use Favorites to share filters and simplify your workflow.
Extra: By combining multiple filters, you can perform complex searches in seconds.
Feature 5: Smart Use of Batch Processing & Collective Actions
Need to edit multiple records at once?
With Odoo Batch Actions, you can:
- Approve or decline multiple offers at once
- Send bulk emails or assign tasks
- Adjust prices, categories, or statuses for multiple products/leads at once.
Here's how it works:
- Select all relevant entries in the list.
- Select your preferred collection campaign from the "Actions" menu.
Result: Significant time savings on routine tasks!
Bonus: More Odoo Tips for a More Productive Workday
- Favorites Menu: Save your most used pages as favorites in the menu bar.
- Automated Workflows: Use Studio or automation apps for recurring tasks.
- Reminders & Notifications: Set up alerts so you never miss anything.
- Export/Import: Quickly export or import records as Excel/CSV.
Best Practices: How to Implement Odoo Tips and Tricks Effectively
- Try out new features in the demo or test environment first.
- Share productivity tips regularly with your team, like a "Tip of the Week".
- Train new employees for effective Odoo use.
- Use external resources like the Official Odoo Documentation Portal..
FAQ on Odoo Tips and Tricks & Using Odoo More Productively
For everyone who uses Odoo regularly – from beginners to power users.
Yes, you can set up advanced quick actions in the developer options.
Most tips apply to Odoo 13 and later; some details may vary by edition.
Use the "Favorites" feature to share saved searches with your team.
Check the Odoo forum regularly and connect with experienced Odoo partners.
Small Tips, Big Impact – Use Odoo More Productively
Unlock the full potential of Odoo with these five hidden features and expert tips to boost your efficiency. These tricks will reduce frustration, enhance clarity, and save you time, especially when working in a team. Share this article with your colleagues and explore all that Odoo has to offer together!
5 Hidden Odoo Features to Boost Your Daily Workflow