diff --git a/content/applications/sales/crm/optimize/partner_autocomplete.rst b/content/applications/sales/crm/optimize/partner_autocomplete.rst index 4de5bad61..f3b613a0d 100644 --- a/content/applications/sales/crm/optimize/partner_autocomplete.rst +++ b/content/applications/sales/crm/optimize/partner_autocomplete.rst @@ -1,48 +1,83 @@ -=================================================== -Enrich your contacts base with Partner Autocomplete -=================================================== +========================================= +Enrich contacts with partner autocomplete +========================================= -Partner Autocomplete helps you to enrich your contacts database with corporate data. Select one of -the companies suggested in the dropdown, and quickly get all the information you need. +*Partner autocomplete* enriches the contacts database with corporate data. In any module, enter the +new company name into the :guilabel:`Customer` field (`partner_id` technical field), and select one +of the companies suggested in the drop-down menu. Instantly get valuable company information full of +hard-to-find data for a desired company. + +.. important:: + A company **cannot** already be manually entered in the *Contacts* application prior to enriching + it with data. + +The information provided by partner autocomplete can include general information about the business +(including full business name and logo), social media accounts, :guilabel:`Company type`, +:guilabel:`Founded` information, :guilabel:`Sectors` information, the number of +:guilabel:`Employees`, :guilabel:`Estimated revenue`, :guilabel:`Phone` number, +:guilabel:`Timezone`, and :guilabel:`Technologies Used`. + +.. important:: + When getting a company's contact information make sure to be aware of the latest EU regulations. + For more information about General Data Protection Regulation refer to: `Odoo GDPR + `_. In Odoo, individual contact information cannot be searched for with + the partner autocomplete feature. Configuration ============= -Go to :menuselection:`Settings --> Contacts` and activate the *Partner Autocomplete* feature. +Go to :menuselection:`Settings app --> Contacts section`. Then, activate the :guilabel:`Partner +Autocomplete` feature, by ticking the checkbox beside it, and clicking :guilabel:`Save`. -.. image:: partner_autocomplete/settings_partner_autocomplete.png +.. image:: partner_autocomplete/settings-partner-autocomplete.png :align: center - :alt: View of settings page and the activations of the feature in Odoo + :alt: View of settings page and the activations of the feature in Odoo. -Enrich your contacts with corporate data -======================================== +Enrich contacts with corporate data +=================================== -| From any module, once you start to create a new contact typing the name of it, the system - will suggest a potential match. If you select it, the contact will be populated with corporate - data. -| For example, after typing *Odoo*, you will get the following information: +From any module, as the user is typing in the name of a new company contact, Odoo reveals a large +drop-down menu of potential match suggestions. If any are selected, the contact is then populated +with corporate data related to that specific selection. -.. image:: partner_autocomplete/odoo_autocomplete.png +For example, after typing `Odoo`, the following information populates: + +.. image:: partner_autocomplete/odoo-autocomplete.png :align: center :alt: Creating a new contact in Odoo -.. image:: partner_autocomplete/odoo_info_autocomplete.png +In the chatter, the following information populates about the company, after clicking on the desired +pre-populated contact: + +.. image:: partner_autocomplete/odoo-info-autocomplete.png :align: center :alt: View of the information being shown about odoo with the autocomplete option in Odoo -.. tip:: Partner Autocomplete also works if you enter a VAT number instead of a company name. +.. tip:: + Partner Autocomplete also works if a :abbr:`VAT (value-added tax)` number is entered instead of + company name. Pricing ======= -| *Partner Autocomplete* is an *In-App Purchase (IAP)* service, which requires prepaid credits to be - used. Each request will consume one credit. -| To buy credits, go to :menuselection:`Settings --> Contacts --> Partner Autocomplete or Odoo IAP --> - View My Services` and select a package. +*Partner Autocomplete* is an *In-App Purchase (IAP)* service, which requires prepaid credits to be +used. Each request consumes one credit. + +To buy credits, go to :menuselection:`Settings app --> Contacts section`. Then, locate either the +:guilabel:`Partner Autocomplete` feature and click :guilabel:`Buy credits`, or locate the +:guilabel:`Odoo IAP` feature and click :guilabel:`View My Services`. From the resulting page, select +a desired package. .. note:: - - If you run out of credits, the only information that will be populated when clicking on - the suggested company will be the website link and the logo. - - If you are on Odoo Online and you have the Enterprise version, you benefit from free trial - credits to test the feature. - - Learn about our *Privacy Policy* `here `_. + If the database runs out of credits, the only information populated when clicking on the + suggested company will be the website link and the logo. + + Learn about our `Privacy Policy `_. + +.. note:: + Enterprise Odoo users with a valid subscription get free credits to test :abbr:`IAP (In-App + Purchase)` features before deciding to purchase more credits for the database. This includes + demo/training databases, educational databases, and one-app-free databases. + +.. seealso:: + :doc:`../../../essentials/in_app_purchase` diff --git a/content/applications/sales/crm/optimize/partner_autocomplete/odoo-autocomplete.png b/content/applications/sales/crm/optimize/partner_autocomplete/odoo-autocomplete.png new file mode 100644 index 000000000..bc45a5758 Binary files /dev/null and b/content/applications/sales/crm/optimize/partner_autocomplete/odoo-autocomplete.png differ diff --git a/content/applications/sales/crm/optimize/partner_autocomplete/odoo-info-autocomplete.png b/content/applications/sales/crm/optimize/partner_autocomplete/odoo-info-autocomplete.png new file mode 100644 index 000000000..9d0ae747a Binary files /dev/null and b/content/applications/sales/crm/optimize/partner_autocomplete/odoo-info-autocomplete.png differ diff --git a/content/applications/sales/crm/optimize/partner_autocomplete/odoo_autocomplete.png b/content/applications/sales/crm/optimize/partner_autocomplete/odoo_autocomplete.png deleted file mode 100644 index 4e4649873..000000000 Binary files a/content/applications/sales/crm/optimize/partner_autocomplete/odoo_autocomplete.png and /dev/null differ diff --git a/content/applications/sales/crm/optimize/partner_autocomplete/odoo_info_autocomplete.png b/content/applications/sales/crm/optimize/partner_autocomplete/odoo_info_autocomplete.png deleted file mode 100644 index e577b5617..000000000 Binary files a/content/applications/sales/crm/optimize/partner_autocomplete/odoo_info_autocomplete.png and /dev/null differ diff --git a/content/applications/sales/crm/optimize/partner_autocomplete/settings-partner-autocomplete.png b/content/applications/sales/crm/optimize/partner_autocomplete/settings-partner-autocomplete.png new file mode 100644 index 000000000..98307c37d Binary files /dev/null and b/content/applications/sales/crm/optimize/partner_autocomplete/settings-partner-autocomplete.png differ diff --git a/content/applications/sales/crm/optimize/partner_autocomplete/settings_partner_autocomplete.png b/content/applications/sales/crm/optimize/partner_autocomplete/settings_partner_autocomplete.png deleted file mode 100644 index 06f0b04ac..000000000 Binary files a/content/applications/sales/crm/optimize/partner_autocomplete/settings_partner_autocomplete.png and /dev/null differ