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Contacts in several partners

by , ,
Odoo
v 16.0 Third Party 826
Download for v 16.0 Deploy on Odoo.sh
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Contacts (contacts)
• Discuss (mail)
Community Apps Dependencies
Lines of code 411
Technical Name partner_contact_in_several_companies
LicenseAGPL-3
Websitehttps://github.com/OCA/partner-contact
Versions 8.0 9.0 10.0 11.0 12.0 13.0 14.0 16.0
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Odoo Community Association

Contacts in several partners

Beta License: AGPL-3 OCA/partner-contact Translate me on Weblate Try me on Runboat

This module extends Odoo’s Contacts app to allow one contact to have several job positions in different companies. It is an essential add-on for handling the ‘gig economy’ where people often work for several companies at a time (e.g., film and television industry, contract developers, construction, etc.)

Contacts are categorized as either:

  • Standalone Contact (default): A normal contact (either an Individual or a Company), though only Individual Standalone contacts can be linked to.
  • Attached to existing Contact: Usually used when adding a contact under a Company, this contact is linked to a source Standalone Contact. Source contacts can only be Individuals, not Companies, nor can an Attached contact serve as the source of another Attached contact.

Table of contents

Installation

  1. Download the module from the OCA repository (ensure any dependencies are satisfied).
  2. Place the module in your Odoo addons directory.
  3. Restart the Odoo service.
  4. In Odoo, go to Apps > Update Apps List.
  5. Find and install the Partner Contact in Several Companies module.

After installation, all existing contacts will be of type Standalone (the default for the field contact_type).

Configuration

No configuration is needed: new contacts will automatically be of type Standalone.

Usage

To add a new Standalone contact, add a contact as usual, either by itself or under an existing contact’s Contacts & Addresses tab (the Contact Type will be ‘Standalone’ by default). Any Standalone Individual contact can serve as the source for Attached contacts, whether that Standalone contact was added by itself or under an existing Company’s or Individual’s Contacts & Addresses tab.

To add a new Attached contact:

  1. Ensure that the source Standalone contact is already created, though you can create the Standalone contact on-the-fly if needed.
  2. Open the contact under which you would like to add the Attached contact (usually a Company, but it could be an Individual).
  3. On the Contacts & Addresses tab, click the Add button.
  4. Choose the type of contact you are adding (e.g. Contact, Delivery Address, Other Address, etc., though usually you will select Contact).
  5. Select ‘Attached to existing Contact’ for the Contact Type
  6. Select the source Standalone contact in the Contact drop-down list (or create a new one on-the-fly). Only contacts that are Standalone and are Individuals will appear in the list.
  7. Fill in the other informational fields (e.g. Address, Email, Phone, etc.) This data will not be copied or synchronized from the source Standalone contact.
  8. Click the Save & Close button (or Save & New). The Attached contact will appear in the Contacts & Addresses tab of the parent Company, and in the Other Positions tab of the source Standalone contact.
  9. If you later change the Name of either a Standalone or Attached contact, the Name will be synchronized between all related contacts. However, other information (e.g., Address, Email, Phone, etc.) will not be synchronized.

Searching for Contacts:

When searching for Contacts, only the matching Standalone contacts are displayed, with the number of Attached contacts shown as ‘+ # other position(s)’. Open the Standalone contact and select the Other Positions tab to see the contacts that are ‘Attached’ to this Standalone contact.

NOTES:

  1. This module merely sets up a relationship between the Standalone and Attached contacts — other than ‘Name’, there is no address, phone, email, etc. information synchronized or carried-over from one to the other. For example, an email address in the Standalone contact is not carried over to the Attached contact when created (and indeed they can both have different email addresses). The contact Name is however synchronized between Standalone and associated Attached contacts.
  2. Attached contacts are not treated as duplicates when performing the Contact Merge action due to Attached contacts being specifically removed from the results of the res_partner.search() method (i.e. only Standalone contacts are returned during a res_partner.search()).
  3. This module is compatible with the OCA’s Partner Contact Access Link (partner_contact_access_link) module.
  4. When you install this module, existing contacts will all become Standalone contacts. If there are any child contacts of Companies that you would like to convert to Attached to an existing contact, it is a manual process: create the new Standalone contact without any parent, and then change the child contact’s Contact Type from ‘Standalone’ to ‘Attached to existing Contact’ and choose the new Standalone contact that you created without any parent.

For further information:

Please visit: * https://www.odoo.com/forum/help-1 * https://github.com/OCA/partner-contact/

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Known issues / Roadmap

  • You can not add position directly from individual partner, you can just see other positions and update them

Improve:

  • Add an wizard / form to clean create new position from individual partner form. In this cas you will have to select an existing company (or create one on the fly)

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Nicolas JEUDY
  • Odoo SA

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/partner-contact project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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