Contacts | Getting Started

Odoo Contacts allows users to add, organize, and manage contact information in a single place. It stores basic details and advanced data like accounting and billing information, fully integrated across all Odoo apps for easy access and updates.

The Contacts application offers several views: List view for a dense display of information like name, email, phone, and activities; Kanban view for a visual format with contact pictures; Map view to show contact locations; and Activity view for upcoming contact activities. Columns in the list view are fully customizable.

When viewing a company contact like 'Azure Interior', users can specify it as a company or person, add key details such as address, tax IDs, website, tags, phone, and email. Various tabs allow for adding more information including associated contacts, sales and purchase details, accounting information, and internal notes.

Within a company's contact record, users can add individual contacts associated with that company, specifying if they are a general contact, invoice address, delivery address, or other. Details like name, email, phone, job title, and internal notes can be added for each associated contact.

The sales and purchase tab allows assigning salespeople, setting payment terms, and configuring miscellaneous details like company ID and industry. The purchase section enables assigning buyers and specifying payment methods. The accounting tab is for adding bank accounts and setting default accounting journals. Internal notes can also be added here.

Smart buttons display relevant records from other Odoo applications that are linked to the contact, such as CRM opportunities, sales, meetings, deliveries, documents, loyalty cards, and direct debits, showcasing Odoo's integrated data approach.

Contacts can be archived to make them inactive, removing them from the main contacts page but keeping them retrievable via an archived filter. Contacts can be unarchived just as easily to restore their active status.

For individual contacts like 'Brandon Freeman', the contact page highlights them as a person and includes fields not visible for companies, such as associating them with a company. It also shows their job position and allows linking directly to their associated company's contact page.

Odoo allows merging duplicate contact records into a single entry to prevent data loss. Users can select multiple duplicate records, choose the 'Merge' action, confirm, and combine them into one comprehensive contact.

The Contacts application is crucial for managing information for companies and customers, as its data seamlessly integrates with nearly every other Odoo app. This full integration ensures easy access and up-to-date information across the entire database.