Overview of Odoo 18 Contact | How to Create a Contact Form in Odoo 18 Contact | Odoo 18 Tutorials
3The Contacts module in Odoo 18 serves as a centralized repository for managing all your business relationships, including customers, suppliers, partners, and other stakeholders. It offers a comprehensive set of features to efficiently handle contact information and interactions.
Key Features:
Comprehensive Contact Profiles:
Store detailed information such as names, addresses, phone numbers, email addresses, job positions, and more.
Classify contacts as individuals or companies, and link individuals to their respective companies.
Multiple Addresses and Contact Types:
Assign various address types to a contact, including invoice, delivery, and private addresses.
Add multiple contacts and addresses under a single company for streamlined communication.
Sales and Purchase Details:
Assign salespersons, set payment terms, and define pricelists for each contact.
Manage fiscal positions and delivery methods to tailor transactions to specific contacts.
Accounting Integration:
Maintain bank account details and set default accounting entries for seamless financial transactions.
Internal Notes and Documentation:
Add internal notes to contact records to keep track of important information and interactions.
Smart Buttons for Quick Access:
Utilize smart buttons to quickly access related records such as meetings, sales orders, purchase orders, invoices, and more.
Deduplication and Data Cleaning:
Use the deduplication feature to identify and merge duplicate contact records, ensuring data accuracy and consistency. netilligence.ae
Advanced Search and Filtering:
Search for contacts by various criteria, including address components like street, city, or zip code, to quickly locate specific records. home.mycbms.com
Integration with Other Odoo Modules:
Seamlessly integrates with CRM, Sales, Purchase, Accounting, and other modules to provide a holistic view of your business relationships.
By leveraging these features, Odoo 18's Contacts module enables businesses to maintain organized and detailed records of all their contacts, facilitating efficient communication and relationship management.
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