Enrich contacts with partner autocomplete¶
Partner autocomplete enriches the contacts database with corporate data. In any module, enter the
new company name into the 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), Phone number, Email, Tax ID, address and UNSPSC activities as Tags.
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 . Then, activate the Partner Autocomplete feature, by ticking the checkbox beside it, and clicking Save.
- menu
- Settings ‣ General Settings
- shows
- The Contacts section of the general settings with the "Partner Autocomplete" checkbox enabled.
- highlight
- The "Partner Autocomplete" setting (red frame).
- data
- Demo company.
- module
- partner_autocomplete
- notes
- English UI, light theme, 1440px width, crop to the setting block.
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:
- menu
- Contacts ‣ New
- shows
- A new contact form where typing a company name shows the autocomplete suggestion list with company logos.
- highlight
- The suggestion list (red frame).
- data
- A well-known company name typed in the Name field.
- module
- partner_autocomplete
- notes
- English UI, light theme, 1440px width, crop to the name field and the drop-down.
Tip
Partner Autocomplete also works if a VAT 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 . Then, locate either the Partner Autocomplete feature and click Buy credits, or locate the Odoo IAP feature and click 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.
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See also