[ADD] crm: doc about partner autocomplete
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@ -8,3 +8,4 @@ Optimize your Day-to-Day work
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optimize/google_calendar_credentials
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optimize/google_calendar_credentials
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optimize/onsip
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optimize/onsip
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optimize/setup
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optimize/setup
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optimize/partner_autocomplete
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crm/optimize/partner_autocomplete.rst
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===================================================
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Enrich your contacts base with Partner Autocomplete
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===================================================
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Parter Autocomplete helps you to enrich your contacts database with corporate data. Select one of
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the companies suggested in the dropdown, and quickly get all the information you need.
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Configuration
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=============
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Go to :menuselection:`Settings --> Contacts` and activate the *Partner Autocomplete* feature.
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.. image:: media/settings_partner_autocomplete.png
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:align: center
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:alt: View of settings page and the activations of the feature in Odoo
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Enrich your contacts with corporate data
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========================================
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| From any module, once you start to create a new contact typing the name of it, the system
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will suggest a potential match. If you select it, the contact will be populated with corporate
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data.
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| For example, after typing *Odoo*, you will get the following information:
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.. image:: media/odoo_autocomplete.png
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:align: center
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:alt: Creating a new contact in Odoo
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.. image:: media/odoo_info_autocomplete.png
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:align: center
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:alt: View of the information being shown about odoo with the autocomplete option in Odoo
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.. tip:: Partner Autocomplete also works if you enter a VAT number instead of a company name.
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Pricing
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=======
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| *Partner Autocomplete* is an *In-App Purchase (IAP)* service, which requires prepaid credits to be
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used. Each request will consume one credit.
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| To buy credits, go to :menuselection:`Settings --> Contacts --> Partner Autocomplete or Odoo IAP -->
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View My Services` and select a package.
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.. note::
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- If you run out of credits, the only information that will be populated when clicking on
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the suggested company will be the website link and the logo.
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- If you are on Odoo Online (SAAS) and you have the Enterprise version, you benefit from free
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trial credits to test the feature.
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- Learn about our *Privacy Policy* `here <https://iap.odoo.com/privacy#header_2>`_.
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