| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) |
| Lines of code | 295 |
| Technical Name |
contact_type |
| License | LGPL-3 |
| Website | https://www.yantradhigam.com |
| Versions | 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) |
| Lines of code | 295 |
| Technical Name |
contact_type |
| License | LGPL-3 |
| Website | https://www.yantradhigam.com |
| Versions | 17.0 18.0 |
Transform Your Contact Management with Smart Type Classification
Efficiently organize and categorize contacts with customizable contact types including vendors, customers, and employees. Enhance your CRM workflow with flexible partner classification and improved relationship management.
This module allows you to:
Create and manage contact types (Customer, Vendor, Distributor, etc.)
Assign multiple contact types to partners
Filter and search partners by contact type
Generate automatic contact codes
Enhanced partner management workflow
Key Features
Comprehensive contact type management system designed to streamline your partner relationships and improve organizational efficiency.
Automatic Sequence Generation
Generate unique contact codes automatically for better organization and tracking of all your partners and contacts.
Many-to-Many Relationships
Flexible relationship structure between partners and contact types, allowing multiple classifications per contact.
Enhanced Search & Filter
Advanced search and filter capabilities to quickly find partners based on their assigned contact types.
Multiple View Options
Tree, form, and kanban views for optimal data visualization and management according to your preferences.
Seamless Integration
Perfect integration with existing partner workflow without disrupting your current business processes.
Customizable Types
Create custom contact types that match your business requirements - vendors, suppliers, employees, distributors, and more.
How to Use Contact Type Management
Simple steps to implement and start organizing your contacts with smart type classification.
Install Module
Install the Contact Type Management app from Odoo App Store and access configuration settings.
Define Contact Types
Create your contact types (Customer, Vendor, Employee, Distributor) to match your business needs.
Assign Types
Assign single or multiple contact types to partners during creation or editing process for better organization.
Filter & Manage
Use enhanced search and filter options to quickly find and manage partners based on their contact types.
App Screenshots
See how the Contact Type Management app seamlessly integrates into your Odoo partner management workflow.
Contact Type Menu Access
Navigate to Contacts > Configuration > Contact Type
Create or Edit Contact Type
Easily create and manage custom contact types for your organization
Partner Contact Types
Assign multiple contact types to partners for flexible classification
Kanban View
Visual contact type management in kanban layout
Tree View
Detailed list view for comprehensive contact type overview
Enhanced Partner Search
Advanced filtering and search capabilities by contact type
Ready to Organize Your Contacts?
Get started with Contact Type Management today and transform your partner relationship workflow. Contact our team for support and customization.
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