diff --git a/content/applications/essentials/contacts.rst b/content/applications/essentials/contacts.rst index 0877299bd5..3d0a7fd222 100644 --- a/content/applications/essentials/contacts.rst +++ b/content/applications/essentials/contacts.rst @@ -11,55 +11,55 @@ and business transactions. Contact form ============ -To create a new contact, navigate to the :menuselection:`Contacts app`, and click -:guilabel:`Create`. A new form appears where various contact information can be added. +To create a new contact, navigate to the :menuselection:`Contacts app`, and click :guilabel:`New`. A +new form appears where various contact information can be added. + +.. note:: + Some fields may be slightly different depending on the :ref:`fiscal localization + ` that is installed on the databse. Contact type ------------ -Odoo allows for both :guilabel:`Individual` and :guilabel:`Company` contacts. Select either -:guilabel:`Individual` or :guilabel:`Company`, depending on the type of contact that is being added. +Odoo allows for both *Individual* and *Company* contacts. Select either :guilabel:`Individual` or +:guilabel:`Company`, depending on the type of contact that is being added. Name ---- -First, fill in the name of the :guilabel:`Individual` or :guilabel:`Company`. This is how the name -appears throughout the database. This field is **mandatory**. +First, fill in the name of the contact. This is how the name appears throughout the database. This +field is **mandatory**. .. tip:: :guilabel:`Individual` contacts can have a :guilabel:`Company` contact linked to it. After - selecting :guilabel:`Individual`, a new :guilabel:`Company Name...` field appears below the - first name field. + selecting :guilabel:`Individual`, a new :guilabel:`Company Name...` field appears below the first + name field. Address ------- -Next, enter the :guilabel:`Address` of the :guilabel:`Company` or :guilabel:`Individual`. +Next, enter the :guilabel:`Address` of the contact. If the :guilabel:`Individual` option is chosen, +then the *type of address* can be chosen from a drop-down menu. Options for this drop-down menu +include: :guilabel:`Contact`, :guilabel:`Invoice Address`, :guilabel:`Delivery Address`, +:guilabel:`Follow-up Address`, and :guilabel:`Other Address`. -.. tip:: - If the :guilabel:`Individual` option is chosen, then the *type of address* can be chosen from a - drop-down menu. Options for this drop-down menu include: :guilabel:`Contact`, :guilabel:`Invoice - Address`, :guilabel:`Delivery Address`, :guilabel:`Other Address`, and :guilabel:`Private - Address`. +.. image:: contacts/address-type.png + :alt: The contact type drop-down on a new contact creation form. Additional fields ----------------- Additional details are included on the initial form. The following fields are available: -- :guilabel:`VAT`: Value Added Tax number. -- :guilabel:`Citizen Identification`: citizen or government identification number (only available - on :guilabel:`Individual`). -- :guilabel:`Job Position`: list the job position of the :guilabel:`Individual` (only available on +- :guilabel:`Job Position`: list the contact's job position (only available on :guilabel:`Individual`). -- :guilabel:`Phone`: list phone number (with country code). Make a call, send an SMS, or WhatsApp - message by hovering over the field on the saved form, and clicking the desired option. -- :guilabel:`Mobile`: list mobile phone number (with country code). Make a call, send an SMS, or - WhatsApp message by hovering over the field on the saved form, and clicking on the desired option. -- :guilabel:`Email`: enter the email address with the domain. +- :guilabel:`Tax ID`: the identification number used for tax and accounting purposes. This may + appear as :guilabel:`Identification Number` or :guilabel:`Citizen ID` depending on the country. +- :guilabel:`Partner Level`: select the designated :ref:`partner ` + level for this contact from the drop-down menu. - :guilabel:`Website`: enter the full website address, starting with `http` or `https`. -- :guilabel:`Title`: select :guilabel:`Doctor`, :guilabel:`Madam`, :guilabel:`Miss`, - :guilabel:`Mister`, :guilabel:`Professor`, or create a new one directly from this field. +- :guilabel:`Language`: enter the language used by the contact. All of the emails and documents sent + to this contact are then translated to the selected language. - :guilabel:`Tags`: enter preconfigured tags by typing them in the field, or clicking the drop-down menu, and selecting one. To create a new one, type the new tag in the field, and click :guilabel:`Create` from the resulting drop-down menu. @@ -71,34 +71,28 @@ At the bottom of the contact form are several tabs. On the :guilabel:`Contacts & contacts can be added that are associated with a :guilabel:`Company` and related addresses. For example, a specific contact person for the company can be listed here. -Multiple addresses can be added on both :guilabel:`Individual` and :guilabel:`Company` contacts. To -do so, click :guilabel:`Add` in the :guilabel:`Contacts & Addresses` tab. Doing so reveals a -:guilabel:`Create Contact` pop-up form, in which additional addresses can be configured. - -.. image:: contacts/contact-form-add-address.png - :align: center - :alt: Add a contact/address to the contact form. - -On the :guilabel:`Create Contact` pop-up form, start by clicking the default :guilabel:`Other -Address` field at the top to reveal a drop-down menu of address-related options. +Multiple addresses can be added to contacts. To do so, click :guilabel:`Add` in the +:guilabel:`Contacts & Addresses` tab. Doing so reveals a :guilabel:`Create Contact` pop-up form, in +which additional addresses can be configured. -Select any of the following options: +On the :guilabel:`Create Contact` pop-up form, select one of the following options for the address +type: - :guilabel:`Contact`: adds another contact to the existing contact form. - :guilabel:`Invoice Address`: adds a specific invoice address to the existing contact form. - :guilabel:`Delivery Address`: adds a specific delivery address to the existing contact form. -- :guilabel:`Other Address`: adds an alternate address to the existing contact form. -- :guilabel:`Private Address`: adds a private address to the existing contact form. +- :guilabel:`Follow-up Address`: adds a preferred address for follow-up reports and reminders about + overdue invoices. +- :guilabel:`Other Address`: adds an alternate address for the company, such as a subsidiary. -.. image:: contacts/create-contact-window.png - :align: center - :alt: Create a new contact/address on a contact form. +.. image:: contacts/contact-form-add-address.png + :alt: Add a contact/address to the contact form. Once an option is selected, enter the corresponding contact information that should be used for the specified address type. Add the :guilabel:`Contact Name`, :guilabel:`Address`, :guilabel:`Email`, along with the -:guilabel:`Phone` and/or :guilabel:`Mobile` numbers below. +:guilabel:`Phone` and :guilabel:`Mobile` numbers below. Set the :guilabel:`Job Position`, which appears if the :guilabel:`Contact` address type has been selected. This is similar to the :guilabel:`Individual` contact. @@ -112,8 +106,8 @@ window. Or, click :guilabel:`Save & New` to save the address, and immediately in Sales & Purchase tab -------------------- -Next, is the :guilabel:`Sales & Purchases` tab, which only appears when the *Sales*, *Purchase*, -**or** *Point of Sale* applications are installed. +Next, is the :guilabel:`Sales & Purchases` tab, which only appears when the **Sales**, **Purchase**, +or **Point of Sale** applications are installed. The :guilabel:`Fiscal Position` can be set on the :guilabel:`Sales & Purchases` tab. Select a :guilabel:`Fiscal Position` from the drop-down menu. @@ -127,10 +121,11 @@ Under the :guilabel:`Sales` heading, a specific :guilabel:`Salesperson` can be a contact. To do that, click the :guilabel:`Salesperson` drop-down field, and select one. Create a new :guilabel:`Salesperson` by typing the user's name, and making the appropriate selection. -Certain :guilabel:`Payment Terms`, or a certain :guilabel:`Pricelist`, can also be set, if needed. -Click the drop-down menu next to :guilabel:`Payment Terms`, and change it to one of the preselected -:guilabel:`Payment Terms`, or :guilabel:`Create` a new one. Select the :guilabel:`Pricelist` -drop-down menu to choose the appropriate :guilabel:`Pricelist`. +Certain :guilabel:`Payment Terms`, a :guilabel:`Payment Method`, or a specific +:guilabel:`Pricelist`, can also be set, if needed. Click the drop-down menu next to +:guilabel:`Payment Terms`, and change it to one of the preselected :guilabel:`Payment Terms`, or +:guilabel:`Create` a new one. Select the :guilabel:`Pricelist` drop-down menu to choose the +appropriate :guilabel:`Pricelist`. Click into the :guilabel:`Delivery Method` field to select an option from the drop-down menu. @@ -138,8 +133,7 @@ Point Of Sale section ~~~~~~~~~~~~~~~~~~~~~ Under the :guilabel:`Point Of Sale` heading, enter a :guilabel:`Barcode` that can be used to -identify the contact. Use the :guilabel:`Loyalty Points` field to track points the user won as part -of a *Loyalty Program*. +identify the contact. Purchase section ~~~~~~~~~~~~~~~~ @@ -150,20 +144,24 @@ Specify :guilabel:`Payment Terms`, :guilabel:`1099 Box` information, and a prefe Misc section ~~~~~~~~~~~~ -Under the :guilabel:`Misc.` heading, use :guilabel:`Reference` field to add any additional -information for this contact. If this contact should only be accessible for one company in a -multi-company database, select it from the :guilabel:`Company` field drop-down list. Use the -:guilabel:`Website` drop-down menu to restrict the publishing of this contact to one website (if -working on a database with multiple websites). Select one or more :guilabel:`Website Tags` to assist -in filtering published customers on the `/customers` website page. Select an :guilabel:`Industry` -for this contact from the drop-down menu. Use the :guilabel:`SLA Policies` field to assign a -*Helpdesk* SLA policy to this contact. +Under the :guilabel:`Misc.` heading, enter a :guilabel:`Citizen Identification` number, if necessary +for tax purposes. Use the :guilabel:`Reference` field to add any additional information for this +contact. + +If this contact should **only** be accessible for one company in a multi-company database, select it +from the :guilabel:`Company` field drop-down list. Use the :guilabel:`Website` drop-down menu to +restrict the publishing of this contact to one website (if working on a database with multiple +websites). Select one or more :guilabel:`Website Tags` to assist in filtering published customers on +the `/customers` website page. + +Select an :guilabel:`Industry` for this contact from the drop-down menu. Use the :guilabel:`SLA +Policies` field to assign a **Helpdesk** SLA policy to this contact. Accounting tab -------------- -The :guilabel:`Accounting` tab appears when the *Accounting* application is installed. Here, a user -can add any related :guilabel:`Bank Accounts`, or set default :guilabel:`Accounting entries`. +The :guilabel:`Accounting` tab appears when the **Accounting** application is installed. Here, a +user can add any related :guilabel:`Bank Accounts`, or set default :guilabel:`Accounting entries`. Under the :guilabel:`Miscellaneous` heading, use the :guilabel:`LEI` field to enter a Legal Entity Identifier, if necessary. @@ -174,12 +172,14 @@ Internal Notes tab Following the :guilabel:`Accounting` tab is the :guilabel:`Internal Notes` tab, where notes can be left on this contact form, just like on the contact form noted above. +.. _contacts/partner-assignment: + Partner Assignment tab ---------------------- -Next is the :guilabel:`Partner Assignment` tab, which by default, includes a :guilabel:`Geolocation` +Next is the :guilabel:`Partner Assignment` tab, which by default includes a :guilabel:`Geolocation` section, and other partner options, including :guilabel:`Partner Activation` and :guilabel:`Partner -Review` configurations. These are **only** present when the *Resellers* module is installed. +Review` configurations. These are **only** present when the **Resellers** module is installed. .. seealso:: Follow the :doc:`Resellers documentation <../sales/crm/track_leads/resellers>` for more @@ -218,11 +218,11 @@ Odoo integrates information from every single app, so there are many smart butto .. example:: For example, there is an :guilabel:`Opportunities` smart button, where all the opportunities - related to this customer from the *CRM* app are accessible. + related to this customer from the **CRM** app are accessible. .. tip:: - If the corresponding applications are installed, their related smart buttons appear - automatically on a contact form. + If the corresponding applications are installed, their related smart buttons appear automatically + on a contact form. A user can see any :guilabel:`Meetings`, :guilabel:`Sales`, :guilabel:`POS Orders`, :guilabel:`Subscriptions`, project :guilabel:`Tasks`, and the :guilabel:`More` smart button reveals @@ -230,8 +230,8 @@ additional options, via a drop-down menu. A user can even quickly access :guilab :guilabel:`Helpdesk` tasks, :guilabel:`On-time Rate` for deliveries, :guilabel:`Invoiced` information, :guilabel:`Vendor Bills`, and the :guilabel:`Partner Ledger` connected to this contact. -Deliveries, documents, loyalty cards, and direct debits are *also* linked to smart buttons, like -this, should there be any outstanding/on-file for this contact. +Deliveries, documents, loyalty cards, and direct debits are also linked to smart buttons, like this, +should there be any related to this contact. If the contact is a partner, the user can visit their partner page on the Odoo-built website by clicking the :guilabel:`Go to Website` smart button. @@ -243,10 +243,10 @@ If a user decides they no longer want to have this contact active, the record ca that, go to the :icon:`fa-cog` :guilabel:`Action` menu at the top of the contact form, and click :guilabel:`Archive`. -Then, click :guilabel:`OK` from the resulting :guilabel:`Confirmation` pop-up window. +Then, click :guilabel:`Archive` from the resulting :guilabel:`Confirmation` pop-up window. -With this contact successfully archived, as indicated by a banner at the top, they do not show up -in the main contacts page, but they can still be searched for with the :guilabel:`Archived` filter. +With this contact successfully archived, as indicated by a banner at the top, they do not show up in +the main contacts page, but they can still be searched for with the :guilabel:`Archived` filter. .. tip:: A contact can be *unarchived*, if the user decides to work with them again. To do that, just diff --git a/content/applications/essentials/contacts/address-type.png b/content/applications/essentials/contacts/address-type.png new file mode 100644 index 0000000000..7db56aa2ab Binary files /dev/null and b/content/applications/essentials/contacts/address-type.png differ diff --git a/content/applications/essentials/contacts/contact-form-add-address.png b/content/applications/essentials/contacts/contact-form-add-address.png index 0e20afd02c..726f93b1a8 100644 Binary files a/content/applications/essentials/contacts/contact-form-add-address.png and b/content/applications/essentials/contacts/contact-form-add-address.png differ diff --git a/content/applications/essentials/contacts/create-contact-window.png b/content/applications/essentials/contacts/create-contact-window.png deleted file mode 100644 index 9a289c2dd7..0000000000 Binary files a/content/applications/essentials/contacts/create-contact-window.png and /dev/null differ