| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Employees (hr) • Purchase (purchase) • Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 233 |
| Technical Name |
contact_categ_split |
| License | OPL-1 |
| Website | https://aakash.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Employees (hr) • Purchase (purchase) • Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 233 |
| Technical Name |
contact_categ_split |
| License | OPL-1 |
| Website | https://aakash.com |
Contacts Split by Category
Contacts Split by Categories : Customers, Vendors and Employees
This "Contacts Split by Categories" application enables users or businesses to view contacts sorted by categories. It helps users identify whether a contact is a customer, vendor, or employee. Existing contacts in the system will be categorized accordingly upon module installation, and users can manually change the categories of the contacts as needed.
Features
Contacts Category : CustomersContacts Category : VendorsContacts Category : EmployeeChange Categories Manually : SingleChange Categories Manually : MultipleReset Contact CategoryContacts Menu
Once you install Contacts Split by Categories application, You will see 3 new menu under Contacts menu. Customers, Vendors and Employees. Contacts menu will have all the contacts regardless of their category, Whereas Customers, Vendors and Employees menu will contain contacts of categories accordingly.
Customers Menu
This menu contains contacts of customers category. These contacts are either created from Customers menu or are manually set as customers.
Vendors Menu
This menu contains contacts of vendors category. These contacts are either created from Vendors menu or are manually set as vendors.
Employees Menu
This menu contains contacts of employees category. These contacts are either created from Employees menu or are manually set as employees.
Contacts View : Form
In Contacts Form, we have added new buttons. 1.Reset Contact type 2.Configure Manually
1. Reset Contact Type : This button will check in system the categories of current contact and will set automatically accordingly.
2. Configure Manually : This button will open a wizard to configure contact type for current contact manually.
Manual Process : Single
From contacts form view, when process Configure Manually, A wizard will open with current contact where you can configure one or more categories of contact manually.
Contacts View : List
In contacts list view, you can select one or multiple records and Configure Manually option will appear in actions to configure multiple contacts to same categories.
Manual Process : Multiple
When manual configuration wizard is opened from list view, user can select All Contacts to configure All contacts available in system or can continue with selected contacts. User can also add contacts to the list bedore processing.
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Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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