How to Manage Contacts in Odoo

How to Manage Contacts in Odoo: A Complete Guide

Introduction

Managing contacts efficiently is crucial for any business. In Odoo, the Contacts module allows you to store, organize, and manage customer, vendor, and employee details all in one place. This guide will walk you through the key features and best practices for managing contacts in Odoo.

1. Accessing the Contacts Module

To start managing contacts in Odoo:

1. Navigate to Apps > Search for Contacts and install it (if not already installed).
2. Click on Contacts in the main dashboard.
3. You'll see a list of all existing contacts.

2. Creating a New Contact

To add a new contact:

1. Click Create in the Contacts module.
2. Fill in the following details:
   • Name (Company or Individual)
   • Address (Street, City, Country)
   • Phone & Email
   • Tax ID & Company Name (if applicable)
   • Tags for categorization
3. Click Save to store the contact.

💡 Tip: You can set the contact type as Individual or Company based on your needs.

3. Organizing Contacts with Tags & Categories

To keep contacts well-organized, Odoo allows you to:

✅ Use Tags – Assign color-coded tags like “VIP Client,” “Supplier,” or “Lead.”

✅ Define Customer, Vendor, or Both – Set contact types based on their role.

4. Adding Multiple Addresses for a Contact

For companies with multiple locations:

1. Open a company contact.
2. Click Add in the "Contacts & Addresses" tab.
3. Enter the branch or department details.

💡 This is useful for businesses with different billing and shipping addresses.

5. Managing Contact Relationships

Odoo allows you to manage relationship between contacts:

• Assign an account manager or sales rep.
• Link employees to their companies.
• Track contact history (calls, meetings, emails).

6. Importing & Exporting Contacts

If you have a large database, you can import contacts in bulk:

1. Go to Contacts > Click Import.
2. Download the sample file, fill in the details, and upload it.

For exporting:

1. Select contacts > Click Action > Export.
2. Choose fields to export and download in Excel/CSV format.

7. Integrating Contacts with Other Odoo Modules

Odoo’s Contacts module is fully integrated with:

✅ CRM – Sync leads and customers.

✅ Sales & Invoicing – Auto-fill customer details in quotations.

✅ Inventory & Purchase – Manage vendor details.

✅ Email Marketing – Segment contacts for campaigns.

Conclusion

Odoo’s Contacts module is a powerful tool to centralize and manage customer and vendor information efficiently. By using tags, categorizing contacts, and integrating with other modules, businesses can improve their operations and customer relationships.