Book a meeting

What is the Odoo Contacts App?

Estimated reading: 2 minutes 342 views

The Odoo Contacts app is the central place to store business contacts: customers, suppliers and partners, along with their addresses, phone numbers, emails and sales data. It integrates with other Odoo apps such as CRM, Sales, Purchase and Helpdesk, so contact details stay consistent across the business.

Creating a contact

  1. Open the Contacts app and click New.
  2. Choose Individual or Company.
  3. Fill in the Name field, which is mandatory.

Adding contact details

  • Address: enter the postal address.
  • Phone and Email: add the contact’s numbers and email address.
  • Website: enter the full URL, starting with http or https.
  • Job Position: available for Individual contacts.
  • Tags: add or create tags to help categorise contacts.

Linking individuals to companies

When adding an Individual, use the Company Name field to link them to an existing company contact.

Adding further addresses and contacts

On the Contacts & Addresses tab, click Add to record additional addresses, such as an Invoice Address or Delivery Address, or other contacts associated with the company.

Sales and Purchase settings

Once the Sales or Purchase apps are installed, additional fields appear on the contact form to assign a Salesperson, set Payment Terms, a Pricelist or a Delivery Method.

Frequently asked questions

Is the Name field mandatory?

Yes, every contact needs a name, whether it is an Individual or a Company.

Can an individual be linked to a company?

Yes, use the Company Name field on an Individual contact to link them to a company record.

Where do sales and purchase settings appear on a contact?

They appear on the contact form once the Sales or Purchase apps are installed, letting you set a salesperson, payment terms, pricelist or delivery method.

Need help?

Need help setting up contacts in Odoo? Contact support@thoughtlogik.com or see our Odoo implementation services.

What is the Odoo Contacts App? - PreviousOverviewNext - What is the Odoo Contacts App?Contacts vs Customers vs Vendors Explained

Leave a Reply

Your email address will not be published. Required fields are marked *

Learn how we helped 100 top brands gain success

Subscribe

×
Cancel