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.
But need not worry about your contacts anymore.
The Odoo sixteen Contacts module is efficient for successfully handling an organization’s entire contacts. It may be viable to manipulate even from the touch info of the enterprise from ends in customers. Also, the machine lets you manipulate the touch info of the suppliers, vendors, or even partners.
Like in the previous editions of the Odoo, the 16 version also encompasses an efficient And extra superior Contacts module to maintain all the touch statistics in your database systematically. Each contact can be saved into the system separately or have a personalized interaction with our business contacts. By keeping the contact details systematically. We can always have a look at the former and the current relationships with the contacts. The platform helps us to have better collaboration with your contacts. This will be very essential for the productivity of our organization.
In this blog, let’s see an overview of the Odoo 16 Contacts module.
We can view the Contacts modules menu icon in your main dashboard window of the Odoo database, as shown in the image below.
A click on the menu icon will take us to the home dashboard window of the module, as shown in the image.
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.
These options are available in all windows of the Odoo platforms.
That will help us easily search and systematically combine similar records in a group. The default and as well as customized filters are available in the option. To access it, we can click on the filter option. Then we will get a list of all the default and customized filters. The same thing also can be viewed under the Group By option too.
Similarly, the Favourites tab includes options like Save a current search, Import records, Link menu in a spreadsheet and Add to my dashboard options.
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.
Using the creation form, we can create any contact that you want to keep for your business requirements.
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.
Using the ADD button, we can create various contact addresses such as invoice addresses, delivery addresses, private addresses, and many other address forms.
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.