773daf102f
closes odoo/documentation#9010
X-original-commit: 5bed8eb25b
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
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84 lines
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=========================================
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Enrich contacts with partner autocomplete
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=========================================
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*Partner autocomplete* enriches the contacts database with corporate data. In any module, enter the
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new company name into the :guilabel:`Customer` field (`partner_id` technical field), and select one
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of the companies suggested in the drop-down menu. Instantly get valuable company information full of
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hard-to-find data for a desired company.
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.. important::
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A company **cannot** already be manually entered in the *Contacts* application prior to enriching
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it with data.
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The information provided by partner autocomplete can include general information about the business
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(including full business name and logo), social media accounts, :guilabel:`Company type`,
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:guilabel:`Founded` information, :guilabel:`Sectors` information, the number of
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:guilabel:`Employees`, :guilabel:`Estimated revenue`, :guilabel:`Phone` number,
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:guilabel:`Timezone`, and :guilabel:`Technologies Used`.
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.. important::
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When getting a company's contact information make sure to be aware of the latest EU regulations.
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For more information about General Data Protection Regulation refer to: `Odoo GDPR
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<http://odoo.com/gdpr>`_. In Odoo, individual contact information cannot be searched for with
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the partner autocomplete feature.
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Configuration
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=============
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Go to :menuselection:`Settings app --> Contacts section`. Then, activate the :guilabel:`Partner
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Autocomplete` feature, by ticking the checkbox beside it, and clicking :guilabel:`Save`.
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.. image:: partner_autocomplete/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 contacts with corporate data
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===================================
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From any module, as the user is typing in the name of a new company contact, Odoo reveals a large
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drop-down menu of potential match suggestions. If any are selected, the contact is then populated
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with corporate data related to that specific selection.
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For example, after typing `Odoo`, the following information populates:
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.. image:: partner_autocomplete/odoo-autocomplete.png
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:align: center
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:alt: Creating a new contact in Odoo
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In the chatter, the following information populates about the company, after clicking on the desired
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pre-populated contact:
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.. image:: partner_autocomplete/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::
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Partner Autocomplete also works if a :abbr:`VAT (value-added tax)` number is entered instead of
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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 consumes one credit.
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To buy credits, go to :menuselection:`Settings app --> Contacts section`. Then, locate either the
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:guilabel:`Partner Autocomplete` feature and click :guilabel:`Buy credits`, or locate the
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:guilabel:`Odoo IAP` feature and click :guilabel:`View My Services`. From the resulting page, select
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a desired package.
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.. note::
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If the database runs out of credits, the only information populated when clicking on the
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suggested company will be the website link and the logo.
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Learn about our `Privacy Policy <https://iap.odoo.com/privacy>`_.
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.. note::
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Enterprise Odoo users with a valid subscription get free credits to test :abbr:`IAP (In-App
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Purchase)` features before deciding to purchase more credits for the database. This includes
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demo/training databases, educational databases, and one-app-free databases.
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.. seealso::
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:doc:`../../../essentials/in_app_purchase`
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