Contact management is an important element of every organization, whether small or large. As your business expands, it will be tough to keep track of all of your contacts and their contact information on your smartphone or email. Many businesses rely on contact management solutions to tackle this problem. These systems allow you to arrange the data of your connections. With a decent contact management system, juggling spreadsheets and mobile contact lists will be a thing of the past.
The Contact module in Odoo 14 allows you to efficiently arrange and manage your company's contacts. They assist you in gathering and storing all pertinent information on an individual or a company. You may acquire contacts using the Contact module by using Filters or implementing a custom filter, depending on your needs. You may see information about the contact's scheduled meetings with you, as well as sales, subscription data, purchase details, vendor invoices, and more.
To create a new contact, just hit the CREATE button and fill out the form with essential information. After choosing the appropriate contact, click the EDIT option to edit the current contacts. Apart from collecting and organizing information, the Odoo Contact module may also be customized to meet your needs.
Let's take a look at the Odoo 14 Contact module's configuration tools.
The Contact module may be obtained by downloading it from the Odoo Applications section. By selecting the module, you will be sent to a dashboard that displays a list of your organization's Contacts. You may access the contact's details by selecting the contact and clicking on it. A page providing information such as his or her name, the company for which he or she works, address, job title, email, phone number, titles, and tags. You may also examine planned meetings, sales data, subscriptions, tasks, transactions, accounting, and membership details in addition to this basic information.
The Contact module's setup is one of its best features. You may access various options by clicking on the Configuration tab. Let's take a look at each one separately.
Select the Contact tags option from the Configuration menu. On the screen, there is a list of tags that have previously been generated. Filters may be used to gather certain tags, and custom filters can be added as well. By clicking on the tag, you can see the tag's information. Tag name, Parent Category, and whether or not the tag is active. By selecting the EDIT button, you may make changes to the tag. The CREATE button can be used to create a new tag. A form will display on your screen where you may specify Tag Name, Parent Category, and whether the tag is active or not. After you've completed the form, click the SAVE button. The newly created tag will appear in the tag list.
When storing contacts, you may give the individual a contact title so that you can call them according to their classification when communicating with them. Select the Contact Titles option from the Configuration menu to customize the contact title. The titles and abbreviations that have previously been prepared will appear on your screen. Existing ones can be edited by just clicking on them. The CREATE button may be used to add new contact titles to the database. Below the titles, a new bar will emerge. A new title and its abbreviation can be added next to it. If you wish to see a translated version of the title, select EN from the drop-down menu. To save the entry, click the SAVE button after inputting the title name and abbreviation.
A list of industry names and complete names may be found by selecting the Industries option from the Configuration page. You may look up existing industry information and names, as well as change them, by just clicking on them. The CREATE button can be used to create a new industry entry. You'll be prompted to input the industry's name, followed by the complete name, in a new bar that appears. After hitting the SAVE button, the entered name and complete name will display in the list.
By selecting the Countries option from the Configuration menu, you can see the nation names and details. The names of the nations, country codes, and whether or not they may be used on eBay and whether or not they are Intrastat members are all listed. Details such as the Country Name, Currency Used, Country Code, Code MX, Use on eBay, Intrastat Number, Country calling Code, Demonym of the Country, Enforce Cities, Vat Label, whether Zip is required or not, State Required, Name of the State, and State Code are displayed when you click on the country name. By clicking on the details and then using the Modify button, you may edit and alter them. After you've made your changes, hit SAVE to save your work.
Click the Fed. States option from the Configuration menu to see the state names and information. A comprehensive list of states with information such as state name, state code, and country will show. You may update them by clicking on the state name and making the necessary adjustments. The CREATE button can be used to create new state information. A new bar will open, where you may enter the name of the state, the state code, and the country name. Then you may hit the SAVE button to save it.
From the Configuration tab, select the Country Group option to see and change the database's country groups. The names of country groups will be shown in a list. You may examine the nations that come under different groups, as well as their Price List Name, Website, and Company, by clicking the country group name. By clicking the Establish option, you may create a new Country Group. You must fill out the Name of the Group, Countries that come within the group, Price List Name, Website, and Company Name on the form page that displays.
The Banks option on the Configuration tab may be used to configure the banks. The name of the bank, the Bank Identifier Code, and the name of the country will show on the screen. You may examine the bank's data by clicking on its name, which includes the Name, Bank Address, Bank Identifier Code, Email, and Phone. By clicking the Modify button, you can edit and alter the information.
The Bank Accounts option on the Configuration tab displays a list of data about the bank accounts, including the account number, bank name, company name, and account holder name. You may access account details by clicking on the account number. By selecting the EDIT button, you can make changes to the information. You may use the CREATE button to add new account information. You may fill in the Account Number, Swiss Postal Account, Type, Company, Account Holder, Bank, and ABA/ Routing information there.
With all of these options, Odoo 14 assists you in maintaining your contacts. It aids in the organization of your contact book as well as the tracking of important contact information.