Odoo 17 Contacts
You can manage and maintain records of all the contact information for every employee in the firm with the use of Odoo ERP software. Using certain clicks to complete the process makes it very simple. You can store data on partners, suppliers, workers, and consumers in this module. The lesson will be very helpful because it is a necessary skill to have during a business.
The dashboard displays all of the contacts that you have previously made when you first launch the module.
You will see the page in a Kanban view, just like in the picture, complete with features like contact information and accompanying images. You may add the sorting options by using the Filter and Group By options. You can add a specific contact to your favorites list by using the Favourites option. The page is also visible in the List view.
You will see details about the specific contact on the page, including Name, Activity, City, Country, and Company. The three dots that you see can be used to access the additional options in the list view.
To make such a contact list, click the New icon, as seen in the figure above.
You have the option to enter the contact's name or the name of the company on the contact creation page. Next, include the contact's address, phone number, email address, website, language, and tags. A Tax ID may be entered in the designated field. By using the Add icon, you may add further information below the Contact and Address tab. You will see another window after doing this.
You can add more contacts here if necessary. For the sales orders, the invoice and delivery address are provided. You can enter the phone number, email address, contact name, address, and cellphone number in the designated spaces. You can provide the contact address in the internal remarks section as well. Lastly, select the Save and Close menu item. You may also select the Save and New icon to add an additional address.
You can mention the facts based on sales and purchases under the Sale and Purchase Tab.
You can provide the sales information under this page, including the salesperson's name, the terms of payment, a pricing list, and the delivery method. You can enter the barcode to locate the contact below the Point of Sale option. You can specify the terms of payment and the payment method in the purchase box. You can now choose to turn on the receipt reminder so that the vendor receives an email verifying the date on its own. You can also put the fiscal position under the fiscal details. You can now provide the industry, website tags, firm name, reference, and website here in the miscellaneous option.
The Invoicing tab is the next tab, and it allows you to add bank account information.
You can quickly enter the bank account details and the associated account number of the contact by choosing the Add a note option.
The Internal Notes tab is the next tab, where you can provide further details about that specific contact.
You can quickly enter new details about the contact you are saving here. You can now specify the additional Warning option on the Picking option below to either No Message, Warning, or Blocking Message.
Partner Assignment is the next tab, where you can enter a specific contact's geography.
You will have the option to add partner level, activation, and level weight in the partner activation. You can include the date of the partnership, the next partner review, and the most recent partner review under the partner review, accordingly.
If a free membership is required, you can activate it under the Membership tab. You can choose who you want to associate with by using the associate member option. It is also possible to include the current membership status in the designated place. Lastly, click the "Save" button.
Contact Tags
You will find the Contact Tags option under the Configuration tab. Here, you may find many types of contact tags. It will show the contact tags as shown in the screenshot below.
To make sorting options simpler, there are two options: Group By and Filters. A list of previously created tags is available on the page. Each item's display name and color are shown in the list. You can use the New option to create a contact tag that is similar to this one. The view of the page will be as follows.
You can enter the appropriate parent category and tag name on this creation page. Additionally, you can choose the color of the specific tag. You can select Active to trigger in order to activate the tag.
Website Tags
The Configuration tab is where you will find the Website Tags option. The screenshot below illustrates the variety of website tags that are available here.
Using the New option, users can create a website tag that is similar to this one. You can choose the class from a list and provide the category name on this creation.
Contact Titles
The contact module allows you to add different contact titles. The Configuration menu will provide the option.
The information is on the page, including the Title and Abbreviation. You can use the New icon to create a contact title like this. You only need to click a few times to add the contact title to the extra space supplied.
Industries
Industries are the next item on the Configuration menu. After choosing the choice, the list of already established industries appears, as indicated below.
The industry's entire name is included in the material on this page. Simply select the New symbol to start a new industry of a comparable nature. It is simple to add a similar kind to the newly created line. Next, select the "Save" icon.
Bank
You have an option in the Contacts module to add the bank details. The Configuration menu will have the choice available.
You will receive the information in the creation window, which includes the bank's name, code, and country name, respectively.
Bank Accounts
You can create a new bank account inside the contact module. The Configuration menu will provide the option. You can find a list of all previously created bank data on this page. The information includes the account number, name, account holder's name, company name, and trigger if the funds are spent.
This page contains the full name of the bank. To open a new bank account of a similar kind, just click the New button. The comparable kind can be easily added to the just-formed line.
You can click the New button to open a bank account of a similar type.
The account number, company name, account holder, bank name, currency, and whether it is ABA or routing can all be included on the creation page. Additionally, there is a way to activate the send money option, activate it for a trusted one. Lastly, click the "Save" button.
Countries
You may find options like countries, Fed. States, and country groupings in the setup menu under the contact module of the Odoo ERP software. After choosing the countries option, the following page will be displayed to you.
The list of all the countries and their country codes is displayed on the page, as you can see.
Fed States
When you choose the Fed States option, a list of state names, state codes, and country codes are displayed, correspondingly.
By choosing the New icon, adding a new state is quite simple.
Country Groups
All of the previously established country groups on the page are available through the configuration menu's country group option.
Go to the New icon to create a country group of that kind. You will now see the updated page looking like this.
Both the name of the country group and the name of the individual country must be entered on the creation page. You may simply add a new pricing list below that by using the Add a Line option. The contact listed under this contact module will adhere to specific updated price lists. In the designated space, you have the choice to include the Company name, Website, Currency, and Discount policy.
Within the Odoo 17 ERP software, the contact module makes it incredibly simple to oversee and control all contact-related matters.