documentation/content/applications/sales/crm/optimize/partner_autocomplete.rst
Antoine Vandevenne (anv) 1d5e549b36 [MOV] content/*: move resource files into their related page's directory
Since odoo/documentation#903, the guideline for the location of new
resource (images, downloadable files, RST includes...) files is to place
those inside the directory of the RST page that references them.

For example, if `doc1.rst` has a reference to `image.png` and to
`download.zip`, the file structure should look like this:

├── parent_doc/
│     └── doc1/
│     │     └── image.png
│     │     └── download.zip
│     └── doc1.rst
│     └── doc2.rst
├── parent_doc.rst

Before this commit, most of the resource files were still located inside
'media' directories holding all the resource files referenced by RST
pages located at the same level as these directories. In the example
above, a single 'media' directory would hold all the resource files
referenced by both `doc1.rst` and `doc2.rst`. Doing so prevented us from
figuring out easily which resource file was referenced by which RST page
and, thus, lead to unused resource files piling up in the repository. It
also made it more complicated to define codeowners regex rules because a
team could not simply be assigned to `/some_page.*` but needed to be
assigned to both `/some_page\.rst` and to the location of 'media'.

In order to help new content writers figure out the guideline when
taking examples from other RST pages, this commit retroactively applies
the guideline to existing resource files and 'media' directories. The
left-over resource files that are not referenced by any RST page are
removed.

task-2497965

Part-of: odoo/documentation#2065
2022-05-20 16:08:16 +02:00

49 lines
2.0 KiB
ReStructuredText

===================================================
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 (SAAS) 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>`_.