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Overview of Contacts module in Odoo 16
January 5, 2023
Contact management is an essential aspect of any organization or business firm. Leads, employees, customers, vendors, sub-contractors, and many other people should be required to be managed in order to keep organizations well functioning. This will be a large dilemma for the responsible authorities.
Here in the home dashboard window, you will get a unique view of all the contacts that you saved on your system. The Odoo system allows us to view the pre-configured contacts in multiple views such as Kanban, List, Map, and Activity view. The above image displayed is the Kanban view of the Contacts window. The icons for altering the views are arranged in the top right corner of the window as highlighted in the image below. In addition, the window offers its users filters and grouping options in the top center of the window you will find the Filter, Group By, Favourites, and Search options that will also be displayed in the image below.
The preview displays the contact's name, state, and mail id. When we click on the preview of a particular contact, we can view the complete details of that specific contact. For example, click on the Contact named Azure Interior, Colleen Diaz. And the system will depict the entire information about the contact as shown here.
The Odoo 16 Contacts module assists us in effortlessly creating and configuring your contacts. The form view in the 16 version is changed from the previous versions. To create a contact, we can click on the CREATE button. The create button can be accessed in the top right corner of the page. The image of the creating page is displayed below.
The main benefit of the Odoo Contact module is that the platform enables us to create and save the contact details of both individuals and companies. That means if we want to save a company as your contact, we can save the company as a contact.
Now, let us move on to the Creating window. Here in the creation window, initially, we can specify whether the contact is a Company or an Individual by marking the required option. If it is a Company, we can mention the company's name in the allotted space. Then we can specify the Address, GST Treatment, Tax ID, Phone, and Mobile Number. It is also possible to mention the QR Code in the space.
Then we can give the Email and Website details. Later we can allocate the language in the Language field. If we want to mention any tags for easily identifying the contact, that can be given in the Tags field. The photograph of the contact can also be given in the space. Later we can view various tabs, including Contacts&Address, Sales&Purchase, Accounting, Internal Notes, Partner Assignment, and Membership. In the Contacts & Address tab, we can view the ADD button.
Likewise, we can click on each tab, and we can provide the required information. If you are creating an Individual contact, we will get another form with additional options for adding the Company name, Citizen identification, and many other details.
The Configuration tab which is included in the Contacts module contains different options such as Contact Tags, Website Tags, Contact Titles, and Industries, and under the Localisation section, have the Countries, Fed. States, and Country Group. Also, in the Bank Accounts section, we can view the Banks and the Bank Accounts menus as given below.
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