Eric.seigne: MegaNotes 1.0.4

2026-10-28T09:06:19Z

MegaNotes 1.0.4

← Older revision		Revision as of 09:06, 28 October 2026
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	* [https://doc.cap-rel.fr/meganotes/?lang=en Module documentation]		* [https://doc.cap-rel.fr/meganotes/?lang=en Module documentation]
	* [https://doc.cap-rel.fr/meganotes/nouveautes-1-0-3 What's new in version 1.0.3] (in French)		* [https://doc.cap-rel.fr/meganotes/nouveautes-1-0-4 What's new in version 1.0.4] (in French)
	* [https://dolinews.com/en/projets/meganotes Get update notifications]		* [https://dolinews.com/en/projets/meganotes Get update notifications]
	* [https://cap-rel.fr/sav-module-dolibarr/ Support form]		* [https://cap-rel.fr/sav-module-dolibarr/ Support form]

Eric.seigne: MegaNotes 1.0.3

2026-10-27T22:28:10Z

MegaNotes 1.0.3

New page

[[fr:Module_MegaNotes_FR]]
[[Category:Complementary modules]]
[[Category:CAP-REL]]
[[Category:MegaNotes]]
{{TemplateDocDevEn}}
{{TemplateDocUser}}
=Information=
{{TemplateModuleInfo
|modulename=MegaNotes
|editor=CAP-REL
|web=[https://cap-rel.fr cap-rel.fr]
|webbuy={{LinkToPluginDownloadDoliStore|keyword=meganotes}}
|status=stable
|prerequisites=None for the web interface; SmartAuth module for the mobile application
|minversion=18.0.0
|note=Enriched note taking inside Dolibarr: quick entry with sigils, links to third parties and Dolibarr objects, keywords, statuses, dashboard and mobile application.
}}

=Features=

MegaNotes brings into Dolibarr what is said on the phone, on the field or in a meeting, the moment you write it down. Each note (called a "need" in the module) is linked to the third parties and Dolibarr objects it is about, sorted by category, followed by status, and found again by keyword.

==At a glance==

* '''Who it is for''': sales teams, support and field teams who take notes along their exchanges with customers.
* '''What the module does''': it records notes in Markdown, links them to third parties and Dolibarr objects through sigil entry, extracts their keywords and shows the list, the recurring topics and the statistics.
* '''What it does not do''': it creates no Dolibarr object from a note (no proposal, order or intervention) and declares no scheduled job.

==Feature list==

* '''Quick entry''' - Markdown editor (EasyMDE), submit with Ctrl+Enter, category picked or created while typing, public or private note.
* '''Sigils''' - <code>$</code> links a third party, <code>#</code> adds a tag, <code>&</code> links a Dolibarr object: project, task, proposal, order, invoice, intervention, contract, product or service, depending on the enabled modules.
* '''Statuses''' - New, In progress, Done, Dropped, changed straight from the list.
* '''Keywords''' - extracted automatically from the text on a quick entry or from the mobile application; the 50 most frequent are shown, words found in three notes or more are flagged as recurring.
* '''Statistics''' - breakdown by status, ten most used categories, number of notes created per month over the last twelve months.
* '''Card of a note''' - extra fields, contacts, notes, attached documents, events, sending by email, cloning.
* '''Quick access''' - optional icon in the top bar of Dolibarr.
* '''Mobile application''' - web application (PWA) to read and write notes from a phone, change their status and archive them.

==Screenshots==

<gallery widths="300px" heights="200px">
File:MegaNotes page-accueil.png|Home page with the list of notes and the filters
File:MegaNotes saisie-rapide.png|Quick entry with the editor and the sigils
File:MegaNotes vue-mots-cles.png|Most frequent keywords
File:MegaNotes vue-statistiques.png|Statistics by status, category and month
File:MegaNotes fiche-note.png|Card of a note
File:MegaNotes mobile-accueil.png|Home page of the mobile application
</gallery>

=Links=

* [https://doc.cap-rel.fr/meganotes/?lang=en Module documentation]
* [https://doc.cap-rel.fr/meganotes/nouveautes-1-0-3 What's new in version 1.0.3] (in French)
* [https://dolinews.com/en/projets/meganotes Get update notifications]
* [https://cap-rel.fr/sav-module-dolibarr/ Support form]
* [https://tests.cap-rel.fr/projects/33/quality Automated test report]
* [https://dolitry.fr/meganotes/ Online demo]: a Dolibarr with the notes of a company of about fifty employees, created for you in less than 20 seconds and removed after the session

=Requirements=

{| class="wikitable"
! Item !! Version or condition
|-
| Dolibarr || 18.0 or above
|-
| PHP || 7.4 or above
|-
| Rights || an administrator account to install, enable and set up the module
|-
| Mobile application || the SmartAuth module enabled, and a public HTTPS address whose root is the <code>pwa</code> directory of the module (virtual host or [https://doliproxy.fr DoliProxy] subscription)
|}

The web interface needs no other module. The <code>&</code> sigil only offers the objects of the enabled Dolibarr modules.

=Installation=

{{InstallModuleDoliStoreEn|keyword=meganotes}}

==Upgrade==

# Install the new version through '''Home > Setup > Modules/Applications > Deploy/install external app/module'''.
# Disable then enable the module again: enabling it applies the database upgrades. Existing notes are kept.

==Uninstall==

Disable the module from '''Home > Setup > Modules/Applications'''. The data is not deleted.

=Setup=

{{ActivationModuleEn}}

The setup lives in '''Home > Setup > Modules > MegaNotes''' and is restricted to administrators. It has three tabs: '''Settings''', '''Extra fields''' and '''About'''.

==Settings==

{| class="wikitable"
! Setting !! Purpose !! Default value
|-
| Add the MegaNotes icon in the top right menu || shows a shortcut icon to the home page of the module in the top bar || no
|}

==Extra fields==

The '''Extra fields''' tab adds your own fields to the notes; they show in the form and on the card of a note.

==Scheduled jobs==

The module declares no scheduled job.

=Permissions=

Three permissions, granted by an administrator from '''Home > Users & Groups''', '''Permissions''' tab:
* '''Read''': card of a note, its tabs and the advanced list;
* '''Create/Update''': creation through the standard form, update and cloning;
* '''Delete''': deletion of a note.

The MegaNotes menu entries are shown to every user.

=Usage=

Once enabled, a '''Mega Notes''' entry shows in the left menu of '''Commercial''' and of '''Documents (DMS)'''. The home page gathers three views, a list, the keywords and the statistics, with filters by text, category, status, visibility and period. The labels of the home page and of the quick entry are in French in every language for now.

==Quick entry==

The '''+ Nouveau besoin''' button opens the quick entry. Type for instance <code>2T of gravel for $Dupont, #urgent delivery on &PROJ-2024-001</code>: the note is linked to the third party, gets the tag and is attached to the project.

==Mobile application==

The application signs in with the usual Dolibarr credentials. It shows counters and the latest notes, the list of notes, the creation of a note with the same sigil entry, and the status change or archiving from the card. A note created from the phone is private; in the application, a private note is only visible to its author.

Every screen is described in the [https://doc.cap-rel.fr/meganotes/utilisation?lang=en user guide] and the application in [https://doc.cap-rel.fr/meganotes/application-mobile?lang=en its own guide].

=FAQ=

'''The MegaNotes menu does not show.'''<br>
Check that the module is enabled and look in the left menu of '''Commercial''' or '''Documents (DMS)''': these main menus only exist when a module of their area is enabled.

'''The sigils do not react.'''<br>
They work on the quick entry page, not in the standard form of the card.

'''The mobile application does not sign in.'''<br>
Enable the SmartAuth module and serve the <code>pwa</code> directory of the module at the root of an HTTPS address.

All the questions: [https://doc.cap-rel.fr/meganotes/faq?lang=en FAQ of the documentation].

=Development=

Developments and improvements can be suggested to the project manager by email (see the headers of the source files) or through the [https://cap-rel.fr/sav-module-dolibarr/ support form].

Module MegaNotes - Revision history

Eric.seigne: MegaNotes 1.0.4

Eric.seigne: MegaNotes 1.0.3