documentation/content/applications/sales/crm/optimize/partner_autocomplete.rst
Jonathan Castillo (jcs) 9b69e0d77e [IMP] *: Remove "SaaS" to keep only the "Odoo Online" appellation
task-3034812

closes odoo/documentation#2836

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-10-21 16:19:58 +02:00

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===================================================
Enrich your contacts base with Partner Autocomplete
===================================================
Parter 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.
Configuration
=============
Go to :menuselection:`Settings --> Contacts` and activate the *Partner Autocomplete* feature.
.. image:: partner_autocomplete/settings_partner_autocomplete.png
:align: center
:alt: View of settings page and the activations of the feature in Odoo
Enrich your 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:
.. image:: partner_autocomplete/odoo_autocomplete.png
:align: center
:alt: Creating a new contact in Odoo
.. 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.
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.
.. 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 <https://iap.odoo.com/privacy#header_2>`_.