3.5 KiB
Enrich contacts with partner autocomplete
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 app --> Contacts section. Then, activate the {guilabel}Partner Autocomplete feature, by ticking the checkbox beside it, and clicking {guilabel}Save.
:align: center
:alt: View of settings page and the activations of the feature in Odoo.
Enrich contacts with corporate data
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.
For example, after typing Odoo, the following information populates:
:align: center
:alt: Creating a new contact in Odoo
In the chatter, the following information populates about the company, after clicking on the desired pre-populated contact:
:align: center
:alt: View of the information being shown about odoo with the autocomplete option in
: Odoo
:::{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 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 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
:::