What is Contact : A person or an organization that shows interest in your service or business is a ‘lead’. When a lead buys your product or service, he becomes your customer and is saved in your database as a ‘contact’. A contact can be an individual or an organization.
What is Contact Management : Contact management is the process of storing and tracking data on customers and leads. In addition to providing quick access to customer data, investing in contact management can help you grow and diversify your customer base. Upgrading to customer relationship management software can provide advanced data that allows you to increase engagement between your company and its customers.
Contact Management in Odoo : For managing our corporate contacts, we can rely on a variety of tools. Many companies still use outdated methods for this, such as Excel lists, email clients or other rigid databases. Managing contact of customers, vendors, sub-contractors and many other categories of people will be required to ensure the smooth operation of a business. Odoo helps us to manage our contacts in an easy going manner, that’s why there is a separate module in Odoo which is Contact Management Module.
The Odoo contact module can be combined with a variety of other modules to provide a contact support system for any business or organization. You may see information about the contact’s scheduled meetings with you, as well as sales, subscription data, purchase details, vendor invoices, and more. With the Odoo contacts management module, you can encode, manage and import your contacts information, and you can also access it in every other Odoo module.
In this blog I will provide you with a detailed explanation about Odoo V15 Contacts Management Module.
To use this module it should be installed in your Odoo database. And if this module is not installed for you then go to the Odoo app store and install from there. When it is installed click on the Contact icon and you will come to its dashboard. For reference you can see the screenshot below.
Above screenshot is the kanban view of the contacts dashboard. In this view you can see the details like Name of the person, address and email id.
Above screenshot is the List view of the contacts. In this view you can see the details like Name of the person, phone number, Email id, Salesperson, Next Activity, City, Country, and name of the company.
On the dashboard you can see only two tabs, that is Contacts and Configuration.
How to Create New Contact : On the dashboard you can see the “Create button” with the help of this button you can create a new contact. When you click on the create button a new window will appear. For reference you can see the screenshot below.
As you can see from the above screenshot you can manage contact in two different ways: one is “Individual” and the other is “Company”. You can choose any of them and then proceed further. Now If you select a company then you can fill in the details like Name of the person, Address, Tax ID, Phone number, Mobile number, Email id, Website name and tags. For reference you can see the screenshot below. You can also add your photo in the right end corner.
If you select an individual then you can fill in the details like Name of the person, his/her company name, Contact detail, Tax id, Job Position, Phone number, Mobile number, Email id, Website name, Title and tags. You can also add your photo in the right end corner.
Now you can see from the screenshot below it has some other tabs also like Contacts & Addresses, Sales & Purchase, Accounting, Internal Notes and Partner Assignments.
Contact & Addresses tab in the form : When you click on the Contact & Addresses tab then you will see the Add button, and when you click on the add button a new window will appear. For reference you can see the screenshot below.
On the above screenshot you can see various options like Contact, Invoice Address, Delivery Address, Other address and Private Address. Now select Create and a new window will appear. For reference you can see the screenshot below.
Fill in the details and when you are done click on the “Save & Close button” or if you have more contacts to save then click on the “Save & New button” to move directly to a blank contact form.
Sales & Purchase tab : Next is Sales & Purchase tab. When you click on this tab a new window will appear. For reference you can see the screenshot below.
This contains various fields such as :
- Sales Person : Salespeople are accustomed to including the contact information for the contract’s manager.
- Payment Terms : Payment Terms allows you to replace the default payment term with a different one.
- Delivery Methods : Delivery Method can be chosen from a sales order.
- Barcode : Barcodes can be used to identify products at the point of sale.
- Fiscal Position : Fiscal Position can help you figure out what taxes and accounts were used in the contract.
Next is Accounting Tab : When you click on the accounting tab then you can see the new window will appear, for reference you can see the screenshot below.
This page allows you to enter bank information, account numbers, and accounts payable and receivable.
Internal Note Tab : This tab is used to add internal notes. This function enables you to post comments in a way that does not annoy your followers. Internal notes can be sent to a specific vendor. When you click on this tab then you can write the notes in it, for reference you can see the screenshot below.
Last is Partner Assignments : When you click on the partner assignment tab then you can see the screen look like, for reference you can see the screenshot below.
Opportunities : Opportunities within the CRM pipeline will populate in the Opportunity smart button of the contact associated with the opportunity. To see this, navigate to the company contact for which you have open opportunities. You will see a number next to the opportunities. Click on the smart button to see them listed in kanban view.
As you can see from the above highlighted screenshot, there are 2 opportunities this client has. For ference you can see the screenshot below.
Meetings : If you want to get a list of all the upcoming events or meetings then you can click on the “Meeting Button” with the respective contact. With the help of this “Meeting” button you can easily get all the details about the upcoming events. For reference you can see the screenshot below.
When you click on the “Meetings button” you will come to the new window.
The user can also establish new meetings and invite people from their contact list to join them. The user will have to use the calendar option for this. This capability can also be used to synchronize data with the Google calendar.
How to manage Filter : There is a filter and group by option available on the dashboard of the contact module. You can manage filters with the help of the Filter tab. When you click on the filter tab then you can see the various options in the drop down menu such as individuals, companies, customer invoices, vendor bills, Archived and you can add custom filter also with the help of the “add custom filter” button. For ference you can see the screenshot below.
This is how you can create a new contact in the contact module Odoo V15. In the upcoming blog I will explain how to configure the contact module. I hope you like blog and if you like to read more blogs written by us click on the Planet-Odoo