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[IMP] Contacts: Update address types #15595
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@@ -11,55 +11,50 @@ and business transactions. | |||||
| Contact form | ||||||
| ============ | ||||||
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| To create a new contact, navigate to the :menuselection:`Contacts app`, and click | ||||||
| :guilabel:`Create`. A new form appears where various contact information can be added. | ||||||
| To create a new contact, navigate to the :menuselection:`Contacts app`, and click :guilabel:`New`. A | ||||||
| new form appears where various contact information can be added. | ||||||
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| Contact type | ||||||
| ------------ | ||||||
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| Odoo allows for both :guilabel:`Individual` and :guilabel:`Company` contacts. Select either | ||||||
| :guilabel:`Individual` or :guilabel:`Company`, depending on the type of contact that is being added. | ||||||
| Odoo allows for both *Individual* and *Company* contacts. Select either :guilabel:`Individual` or | ||||||
| :guilabel:`Company`, depending on the type of contact that is being added. | ||||||
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| Name | ||||||
| ---- | ||||||
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| First, fill in the name of the :guilabel:`Individual` or :guilabel:`Company`. This is how the name | ||||||
| appears throughout the database. This field is **mandatory**. | ||||||
| First, fill in the name of the contact. This is how the name appears throughout the database. This | ||||||
| field is **mandatory**. | ||||||
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| .. tip:: | ||||||
| :guilabel:`Individual` contacts can have a :guilabel:`Company` contact linked to it. After | ||||||
| selecting :guilabel:`Individual`, a new :guilabel:`Company Name...` field appears below the | ||||||
| first name field. | ||||||
| selecting :guilabel:`Individual`, a new :guilabel:`Company Name...` field appears below the first | ||||||
| name field. | ||||||
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| Address | ||||||
| ------- | ||||||
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| Next, enter the :guilabel:`Address` of the :guilabel:`Company` or :guilabel:`Individual`. | ||||||
| Next, enter the :guilabel:`Address` of the contact. If the :guilabel:`Individual` option is chosen, | ||||||
| then the *type of address* can be chosen from a drop-down menu. Options for this drop-down menu | ||||||
| include: :guilabel:`Contact`, :guilabel:`Invoice Address`, :guilabel:`Delivery Address`, | ||||||
| :guilabel:`Follow-up Address`, and :guilabel:`Other Address`. | ||||||
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| .. tip:: | ||||||
| If the :guilabel:`Individual` option is chosen, then the *type of address* can be chosen from a | ||||||
| drop-down menu. Options for this drop-down menu include: :guilabel:`Contact`, :guilabel:`Invoice | ||||||
| Address`, :guilabel:`Delivery Address`, :guilabel:`Other Address`, and :guilabel:`Private | ||||||
| Address`. | ||||||
| .. image:: contacts/address-type.png | ||||||
| :alt: The contact type drop-down on a new contact creation form. | ||||||
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| Additional fields | ||||||
| ----------------- | ||||||
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| Additional details are included on the initial form. The following fields are available: | ||||||
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| - :guilabel:`VAT`: Value Added Tax number. | ||||||
| - :guilabel:`Citizen Identification`: citizen or government identification number (only available | ||||||
| on :guilabel:`Individual`). | ||||||
| - :guilabel:`Job Position`: list the job position of the :guilabel:`Individual` (only available on | ||||||
| :guilabel:`Individual`). | ||||||
| - :guilabel:`Phone`: list phone number (with country code). Make a call, send an SMS, or WhatsApp | ||||||
| message by hovering over the field on the saved form, and clicking the desired option. | ||||||
| - :guilabel:`Mobile`: list mobile phone number (with country code). Make a call, send an SMS, or | ||||||
| WhatsApp message by hovering over the field on the saved form, and clicking on the desired option. | ||||||
| - :guilabel:`Email`: enter the email address with the domain. | ||||||
| - :guilabel:`Tax ID`: the identification number used for tax and accounting purposes. | ||||||
|
Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. I believe this is country- specific. Exxample, in this runbot 0 there is an "ID' field, not a tax fied, then a Citizen ID field: Perhaps for this section, you can have "universal fields" (which appear for all localizations/regions/etc) and then you can mention that other fields (give examples) are country-specific, relating to taxes and other country-specific information. Might have ot check with a PO to see what is truly 'default' since everyone has to pick a ocuntry when creating a demo database. Just a thought, since I noticed different fields. |
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| - :guilabel:`Partner Level`: select the designated :ref:`partner <contacts/partner-assignment>` | ||||||
| level for this contact from the drop-down menu. | ||||||
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. I also saw a 'Title' field. Not sure if that is default or specific to the country. |
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| - :guilabel:`Website`: enter the full website address, starting with `http` or `https`. | ||||||
| - :guilabel:`Title`: select :guilabel:`Doctor`, :guilabel:`Madam`, :guilabel:`Miss`, | ||||||
| :guilabel:`Mister`, :guilabel:`Professor`, or create a new one directly from this field. | ||||||
| - :guilabel:`Language`: enter the language used by the contact. All of the emails and documents sent | ||||||
| to this contact are then translated to the selected language. | ||||||
| - :guilabel:`Tags`: enter preconfigured tags by typing them in the field, or clicking the drop-down | ||||||
| menu, and selecting one. To create a new one, type the new tag in the field, and click | ||||||
| :guilabel:`Create` from the resulting drop-down menu. | ||||||
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@@ -71,28 +66,22 @@ At the bottom of the contact form are several tabs. On the :guilabel:`Contacts & | |||||
| contacts can be added that are associated with a :guilabel:`Company` and related addresses. For | ||||||
| example, a specific contact person for the company can be listed here. | ||||||
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. I would add that this is available for both company and individual - or not mention company at all, since it is for both. |
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| Multiple addresses can be added on both :guilabel:`Individual` and :guilabel:`Company` contacts. To | ||||||
| Multiple addresses can be added to both :guilabel:`Individual` and :guilabel:`Company` contacts. To | ||||||
| do so, click :guilabel:`Add` in the :guilabel:`Contacts & Addresses` tab. Doing so reveals a | ||||||
| :guilabel:`Create Contact` pop-up form, in which additional addresses can be configured. | ||||||
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| .. image:: contacts/contact-form-add-address.png | ||||||
| :align: center | ||||||
| :alt: Add a contact/address to the contact form. | ||||||
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| On the :guilabel:`Create Contact` pop-up form, start by clicking the default :guilabel:`Other | ||||||
| Address` field at the top to reveal a drop-down menu of address-related options. | ||||||
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| Select any of the following options: | ||||||
| On the :guilabel:`Create Contact` pop-up form, select one of the following options for the address | ||||||
| type: | ||||||
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| - :guilabel:`Contact`: adds another contact to the existing contact form. | ||||||
| - :guilabel:`Invoice Address`: adds a specific invoice address to the existing contact form. | ||||||
| - :guilabel:`Delivery Address`: adds a specific delivery address to the existing contact form. | ||||||
| - :guilabel:`Other Address`: adds an alternate address to the existing contact form. | ||||||
| - :guilabel:`Private Address`: adds a private address to the existing contact form. | ||||||
| - :guilabel:`Follow-up Address`: adds a preferred address for follow-up reports and reminders about | ||||||
| overdue invoices. | ||||||
| - :guilabel:`Other Address`: adds an alternate address for the company, such as a subsidiary. | ||||||
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| .. image:: contacts/create-contact-window.png | ||||||
| :align: center | ||||||
| :alt: Create a new contact/address on a contact form. | ||||||
| .. image:: contacts/contact-form-add-address.png | ||||||
| :alt: Add a contact/address to the contact form. | ||||||
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| Once an option is selected, enter the corresponding contact information that should be used for the | ||||||
| specified address type. | ||||||
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. line 90: 'and mobile' instead of and/or |
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@@ -127,7 +116,7 @@ Under the :guilabel:`Sales` heading, a specific :guilabel:`Salesperson` can be a | |||||
| contact. To do that, click the :guilabel:`Salesperson` drop-down field, and select one. Create a new | ||||||
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Line 92 - it sounds a little confusing. I suggest: If 'Contact' is selected for the contact type, the 'Address' field is hidden, and a Title' and 'Job positoin' field appear instead. Enter the contacts job an dtitle in the respective fields. |
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| :guilabel:`Salesperson` by typing the user's name, and making the appropriate selection. | ||||||
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Line 104 - the app names should be bold. |
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| Certain :guilabel:`Payment Terms`, or a certain :guilabel:`Pricelist`, can also be set, if needed. | ||||||
| Certain :guilabel:`Payment Terms`, or a specific :guilabel:`Pricelist`, can also be set, if needed. | ||||||
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Suggested change
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| Click the drop-down menu next to :guilabel:`Payment Terms`, and change it to one of the preselected | ||||||
| :guilabel:`Payment Terms`, or :guilabel:`Create` a new one. Select the :guilabel:`Pricelist` | ||||||
| drop-down menu to choose the appropriate :guilabel:`Pricelist`. | ||||||
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@@ -138,8 +127,7 @@ Point Of Sale section | |||||
| ~~~~~~~~~~~~~~~~~~~~~ | ||||||
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| Under the :guilabel:`Point Of Sale` heading, enter a :guilabel:`Barcode` that can be used to | ||||||
| identify the contact. Use the :guilabel:`Loyalty Points` field to track points the user won as part | ||||||
| of a *Loyalty Program*. | ||||||
| identify the contact. | ||||||
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| Purchase section | ||||||
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. I'd check what the defauts are here as well, since I see a lot of US- based ones (the 10-99 form reference for example). Suppliue Currency is also visible. I'd check what the truly default options are and include the, in th elist, and nothing local-specific. I recomment adding a large note or warning or osmething at the top of the doc before you get into the tabs, to explain that depending on the localization. many other fields will be poresent. You can link to the fiscal localization docs (if they are releveant) and then just add a 'check with the accounting dpeartmennt...' to cover yourself from missing anything! |
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| ~~~~~~~~~~~~~~~~ | ||||||
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@@ -150,7 +138,7 @@ Specify :guilabel:`Payment Terms`, :guilabel:`1099 Box` information, and a prefe | |||||
| Misc section | ||||||
| ~~~~~~~~~~~~ | ||||||
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| Under the :guilabel:`Misc.` heading, use :guilabel:`Reference` field to add any additional | ||||||
| Under the :guilabel:`Misc.` heading, use the :guilabel:`Reference` field to add any additional | ||||||
| information for this contact. If this contact should only be accessible for one company in a | ||||||
| multi-company database, select it from the :guilabel:`Company` field drop-down list. Use the | ||||||
| :guilabel:`Website` drop-down menu to restrict the publishing of this contact to one website (if | ||||||
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@@ -174,10 +162,12 @@ Internal Notes tab | |||||
| Following the :guilabel:`Accounting` tab is the :guilabel:`Internal Notes` tab, where notes can be | ||||||
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. line 148 - Helpdesk should be bold
Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Also, the misc section is one paragraph, and is difficult to ready. It doesn't follow the order of the info, so I would recommend having the info in order, and maybe making 2-3 paragraphs or just separating it out a little bit
Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. 153 - Accounting app should be bold |
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| left on this contact form, just like on the contact form noted above. | ||||||
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| .. _contacts/partner-assignment: | ||||||
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| Partner Assignment tab | ||||||
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Also, when the page is zoomed in, the order for the sections are: Sales, Purchase, Point of Sale, Fiscal, Misc. - I suggest rearranging for that order. |
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| ---------------------- | ||||||
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| Next is the :guilabel:`Partner Assignment` tab, which by default, includes a :guilabel:`Geolocation` | ||||||
| Next is the :guilabel:`Partner Assignment` tab, which by default includes a :guilabel:`Geolocation` | ||||||
| section, and other partner options, including :guilabel:`Partner Activation` and :guilabel:`Partner | ||||||
| Review` configurations. These are **only** present when the *Resellers* module is installed. | ||||||
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Suggested change
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Seealso can just the the doc link with nothing else (optional) |
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@@ -221,17 +211,17 @@ Odoo integrates information from every single app, so there are many smart butto | |||||
| related to this customer from the *CRM* app are accessible. | ||||||
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. 183 : Members app - bold
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Suggested change
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| .. tip:: | ||||||
| If the corresponding applications are installed, their related smart buttons appear | ||||||
| automatically on a contact form. | ||||||
| If the corresponding applications are installed, their related smart buttons appear automatically | ||||||
| on a contact form. | ||||||
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| A user can see any :guilabel:`Meetings`, :guilabel:`Sales`, :guilabel:`POS Orders`, | ||||||
| :guilabel:`Subscriptions`, project :guilabel:`Tasks`, and the :guilabel:`More` smart button reveals | ||||||
| additional options, via a drop-down menu. A user can even quickly access :guilabel:`Purchases`, | ||||||
| :guilabel:`Helpdesk` tasks, :guilabel:`On-time Rate` for deliveries, :guilabel:`Invoiced` | ||||||
| information, :guilabel:`Vendor Bills`, and the :guilabel:`Partner Ledger` connected to this contact. | ||||||
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| Deliveries, documents, loyalty cards, and direct debits are *also* linked to smart buttons, like | ||||||
| this, should there be any outstanding/on-file for this contact. | ||||||
| Deliveries, documents, loyalty cards, and direct debits are also linked to smart buttons, like this, | ||||||
| should there be any related to this contact. | ||||||
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| If the contact is a partner, the user can visit their partner page on the Odoo-built website by | ||||||
| clicking the :guilabel:`Go to Website` smart button. | ||||||
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Suggested change
Add globe icon to smart button
Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. You could add ALL the icons to the smart buttons! =) |
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@@ -245,8 +235,8 @@ that, go to the :icon:`fa-cog` :guilabel:`Action` menu at the top of the contact | |||||
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| Then, click :guilabel:`OK` from the resulting :guilabel:`Confirmation` pop-up window. | ||||||
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Suggested change
Alos, you can add the folder icon that appears next to Archive int he dorp0-down int he direciton above (with the gear). |
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| With this contact successfully archived, as indicated by a banner at the top, they do not show up | ||||||
| in the main contacts page, but they can still be searched for with the :guilabel:`Archived` filter. | ||||||
| With this contact successfully archived, as indicated by a banner at the top, they do not show up in | ||||||
| the main contacts page, but they can still be searched for with the :guilabel:`Archived` filter. | ||||||
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| .. tip:: | ||||||
| A contact can be *unarchived*, if the user decides to work with them again. To do that, just | ||||||
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There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Can add the icons here, too |
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This just sounds awkward with Individual written a lot. maybe:
list the contact's job position. This only appears for :guilabel:
Individualcontacts.