89 lines
3.5 KiB
Markdown
89 lines
3.5 KiB
Markdown
# 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](http://odoo.com/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`.
|
|
|
|
```{image} partner_autocomplete/settings-partner-autocomplete.png
|
|
: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:
|
|
|
|
```{image} partner_autocomplete/odoo-autocomplete.png
|
|
: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:
|
|
|
|
```{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 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](https://iap.odoo.com/privacy).
|
|
:::
|
|
|
|
:::{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`
|
|
:::
|
|
|