$ 23.13
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Employees (hr) • Inventory (stock) • Point of Sale (point_of_sale) • Discuss (mail) • Invoicing (account) |
| Lines of code | 147 |
| Technical Name |
kaz_customer_profile |
| License | OPL-1 |
| Website | http://www.kaizenae.com/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Employees (hr) • Inventory (stock) • Point of Sale (point_of_sale) • Discuss (mail) • Invoicing (account) |
| Lines of code | 147 |
| Technical Name |
kaz_customer_profile |
| License | OPL-1 |
| Website | http://www.kaizenae.com/ |
Customer Profile & Contact Validation
for Odoo
Take full control of your customer and employee contact records automatically enforce naming standards, validate phone and mobile formats, and eliminate duplicate numbers before they reach your database. This module applies intelligent rules the moment a record is created: names must be clear and meaningful, phone numbers must match international formats and length requirements, and at least one contact number is required for back-office entries. Dynamic form logic ensures Phone and Mobile work as mutually required fields, while POS operations stay frictionless. HR data stays in sync effortlessly employee work phones, emails, and mobiles are instantly updated on linked contacts without manual intervention. With every change tracked in Odooâs chatter for compliance and transparency, youâll maintain a clean, reliable master database that fuels faster sales outreach, more accurate reporting, and consistent customer and workforce communication.
© 2025 Kaizen Principles
What's New in Customer Profile & Contact Validation for Odoo
Enhanced Customer Name Validation
Advanced Phone and Mobile Number Validation
Point of Sale (POS) Integration
Employee Work Phone Integration
Kaizen Principles
Your Partner
We're here to support your growth 24/7. Connect with our experts now.
All Features
Name Quality Enforcement
Phone Number Validation
Duplicate Number Prevention
Mandatory Contact Number for Back-Office Records
Auditability & Compliance
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Learn More »Free 30 Days Support
Kazien Principles will provide FREE 30 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this module. This is applicable from the date of purchase.
Customer Profile & Contact Validation
Gain complete, end-to-end control over your customer and employee contact records validate names, enforce international phone formats, and eliminate duplicate numbers before they create confusion in your CRM. From the first keystroke, intelligent constraints ensure names are professional and meaningful, phone and mobile numbers meet country code and length standards, and at least one contact number is present for back-office entries. Dynamic form logic makes Phone and Mobile work as mutually required fields, while POS workflows stay quick and unobstructed. For HR teams, employee work phone, mobile, and email automatically sync to linked work contacts, removing the need for manual updates. Role-based access ensures only authorized users can manage sensitive contact data, and every change or validation error is recorded in Odooâs chatter for full traceability. Whether youâre protecting data quality, improving outreach accuracy, or ensuring compliance, this module centralizes your contact management, enforces consistent standards, and delivers clean, reliable information to every team that depends on it.
Create & Validate New Contact Records
Effortlessly create new customer or employee contact profiles directly from the backend or Point of Sale interface. Enter essential details such as name, phone, mobile, email, and address, while built-in validation instantly checks for correct formats, duplicates, and required fields. Backend entries enforce at least one contact number, while POS creation remains quick and flexible for fast-paced environments. This ensures every new record meets your organizationâs data quality standards from the moment itâs saved.
Enforce Minimum Name Length Validation
When creating or editing a contact, the system instantly checks the entered name for quality standards. If the name is fewer than 6 characters or fails the readability rules, a clear validation error is displayed, preventing the record from being saved until corrected. This ensures all customer and employee names meet minimum standards for professionalism, consistency, and reporting accuracy across your CRM and HR modules.
Validate Phone Number Format & Length
When entering a phone number without an international country code, the system enforces a strict 10-digit numeric format to maintain consistent and reliable contact information. If the number does not meet this standard, a clear validation error is displayed, guiding the user to correct the entry before saving. This prevents incomplete or incorrectly formatted numbers from entering your database, ensuring accurate communication channels for sales, support, and HR teams.
Prevent Duplicate Phone & Mobile Numbers
When creating or editing a contact, the system instantly checks whether the phone or mobile number entered already exists in the database either in another contactâs record or as a duplicate within the same contact. If the same number is used for both Phone and Mobile fields, or if it matches a number assigned to another record, the system blocks the save. This ensures every contact has unique and reliable communication details, preventing misrouted calls, duplicated outreach, and CRM data conflicts.
Block Identical Phone & Mobile Numbers
When adding or updating a contact, the system prevents the same number from being entered in both the Phone and Mobile fields. If the numbers match, a validation error is displayed, stopping the save until the duplication is corrected. This safeguard ensures accurate classification of contact numbers, avoids confusion during outreach, and keeps communication records clean and purposeful across CRM, sales, and HR operations.
Save Contact with Valid Unique Numbers
Once all validation rules are satisfied name length, proper phone/mobile formats, unique numbers across the database, and no duplication between Phone and Mobile the contact can be saved successfully. This step confirms that the record meets your organizationâs data quality standards, ensuring accurate, reliable contact information for CRM, HR, and communication processes. By enforcing these checks before saving, the system maintains a clean master database that supports better customer outreach, reporting accuracy, and operational efficiency.
Detect and Block Duplicate Numbers Across Contacts
When saving a contact, the system automatically checks the database to ensure that the entered phone or mobile number is not already assigned to another contact. If a match is found, a validation error is displayed, specifying the duplicate number and preventing the record from being saved until corrected. This safeguard maintains unique, conflict-free communication details, avoids mix-ups in customer interactions, and ensures clean CRM and HR records for accurate reporting and outreach.
Successfully Create Contact with Unique, Valid Numbers
After passing all validation checks name length, correct phone/mobile formats, unique numbers across the database, and no duplication between Phone and Mobile the contact is successfully created and saved. This confirmation step ensures the record meets your organizationâs strict data quality standards, guaranteeing accurate, actionable information for CRM, HR, and communication workflows. From here, teams can confidently use the contact for sales, support, or internal processes without worrying about data inconsistencies.
Why Kaizen
You know us as the makers of the Odoo "Customer Profile & Contact Validation for Odoo".
Kaizen's Top App Recommendations
Take a look at our other Odoo apps designed to make your life easier with a smooth workflow. Don't miss the chance to uplift your Odoo ERP experience with our apps!
More Apps »
POS Tamara
Pay point of sale orders with tamara payment gateway and refund orders paid with tamara....
Learn More »
UAE Corporate Tax
Get Complete State-specific legislation view of Company income taxes Generate / redraft related journals at any time during the year...
Learn More »
Stock Report PDF
PDF report to print inventory transactions using different fillters...
Learn More »
Payment Provider: Tamara
Integration With Tamara Payment Gateway (E-commerce and Point of Sale)...
Learn More »Kaizen Odoo Services
Upscale your business with expert services from an Odoo Gold Partner.
Module Development
Implementation
Customization
Integration
Migration
Support & Maintenance
Consulting
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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