What is the Odoo Contacts App?
Introduction
The Odoo Contacts app is a powerful tool that helps UK businesses manage all their business contacts in one place. Whether you work with customers, suppliers, or partners, the Contacts app allows you to store and access essential information such as addresses, phone numbers, email addresses, and sales data—with ease. It’s fully integrated with other Odoo apps like CRM, Sales, Purchase, and Helpdesk, ensuring your contact details are always up to date.
Step-by-step Instructions
1. Creating a Contact
- Open the Odoo Contacts app.
- Click Create.
- Choose Individual or Company.
- Fill in the Name field (this is mandatory).
2. Add Contact Details
- Address: Enter the postal address.
- Phone/Mobile: Add numbers with country codes. You can call, SMS, or WhatsApp directly from the form.
- Email: Enter the full email address.
- Website: Include the full URL (beginning with https://).
- Job Position: Available for individual contacts.
- Title: Select from predefined titles like Mister, Madam, etc.
- Tags: Add or create tags to help categorise contacts.
3. Linking Individuals to Companies
If you’re adding an individual, you can link them to a company using the Company Name field.
4. Add Addresses and Other Contacts
- Go to the Contacts & Addresses tab.
- Click Add to insert additional contacts or addresses.
- Choose the type (Invoice Address, Delivery Address, etc.).
- Fill in the necessary details and click Save & Close or Save & New.
5. Configure Sales & Purchases Settings
- Available when Sales or Purchase modules are installed.
- Assign a Salesperson.
- Set Payment Terms, Pricelist, and Delivery Method.
6. Point of Sale (POS)
Add a Barcode and assign Loyalty Points.
7. Purchase Settings
- Add preferred Payment Method.
- Set Receipt Reminder and 1099 Box.
8. Miscellaneous Details
- Use the Reference field for notes.
- Assign to a specific Company, Website, or Industry.
- Attach SLA Policies if using Helpdesk.
9. Accounting s
When Accounting is enabled, add Bank Accounts, Default Entries, and Legal Entity Identifier (LEI).
10. Internal Notes
Leave internal remarks under the Internal Notes tab.
11. Partner Assignment
Includes options like Geolocation, Partner Review, and Partner Activation (used with the Resellers app).
12. Membership Management
- With the Membership app, go to the Membership tab.
- Click Buy Membership or tick Free Member.
13. Smart Buttons
Smart buttons appear at the top of the form, giving you quick access to related information:
- Opportunities (CRMbership app, go to the Membership tab.
- Meetings, Sales, Invoices, Purchases, and more
- Go to Website if the contact is published online
14. Archive or Unarchive a Contact
- Click Action > Archive to hide a contact.
- To bring them back, click Action > Unarchive.
Tips
- Use tags and titles to keep contacts well-organised.
- Use smart buttons to navigate quickly to relevant documents.
- Always include country codes for phone numbers.
- If using a multi-company or multi-website setup, specify these under Miscellaneous.
- Add internal notes for team collaboration.
