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Author SHA1 Message Date
jero-odoo
e780f19803 [IMP] CRM:rewrite partner autocomplete 2024-04-19 12:54:19 -04:00
6 changed files with 18 additions and 29 deletions

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===================================================
Enrich your contacts base with Partner Autocomplete
===================================================
====================
Partner autocomplete
====================
Partner Autocomplete helps you to enrich your contacts database with corporate data. Select one of
the companies suggested in the dropdown, and quickly get all the information you need.
The *Partner Autocomplete* feature automatically enriches contact records with company information.
Configuration
=============
Go to :menuselection:`Settings --> Contacts` and activate the *Partner Autocomplete* feature.
.. image:: partner_autocomplete/settings_partner_autocomplete.png
.. image:: partner_autocomplete/partner-autocomplete-setting.png
:align: center
:alt: View of settings page and the activations of the feature in Odoo
Enrich your contacts with corporate data
========================================
Enrich CRM contacts with company data
=====================================
| From any module, once you start to create a new contact typing the name of it, the system
will suggest a potential match. If you select it, the contact will be populated with corporate
data.
| For example, after typing *Odoo*, you will get the following information:
.. image:: partner_autocomplete/odoo_autocomplete.png
.. image:: partner_autocomplete/sample-autocomplete.png
:align: center
:alt: Creating a new contact in Odoo
:alt: The chatter thread from a Contact record that was created with Partner Autocomplete.
.. 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 you enter a VAT number instead of a company name.
.. tip::
Company data can also be generated by entering a :abbr:`VAT (Value Added Tax)` number instead of a
company name.
Pricing
=======
| *Partner Autocomplete* is an *In-App Purchase (IAP)* service, which requires prepaid credits to be
used. Each request will consume one credit.
| To buy credits, go to :menuselection:`Settings --> Contacts --> Partner Autocomplete or Odoo IAP -->
View My Services` and select a package.
Partner autocomplete is an *In-App Purchase (IAP)* service, and requires credits for each use.
.. note::
- If you run out of credits, the only information that will be populated when clicking on
the suggested company will be the website link and the logo.
- If you are on Odoo Online and you have the Enterprise version, you benefit from free trial
credits to test the feature.
- Learn about our *Privacy Policy* `here <https://iap.odoo.com/privacy#header_2>`_.
If there are no more credits available, the only information populated when clicking on the
suggested company is the website link, and the logo.
.. seealso::
- :ref:`IAP Low-credit notification <in_app_purchase/low-credits>`

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