Portal Customer Contact Management for Odoo
by DevIntelle Consulting Service Pvt.Ltd https://www.devintellecs.com$ 10.48
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Website (website) • Discuss (mail) |
| Lines of code | 482 |
| Technical Name |
dev_website_customer_contact |
| License | See License tab |
| Website | https://www.devintellecs.com |
| Versions | 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Website (website) • Discuss (mail) |
| Lines of code | 482 |
| Technical Name |
dev_website_customer_contact |
| License | See License tab |
| Website | https://www.devintellecs.com |
| Versions | 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0 |
Website Customer Contact
Website Customer Contact Odoo App gives your portal customers a self-service contact book. From their own account on the website, a customer can add new people and addresses — a secondary buyer, an accounts contact, a shipping address, a private address — without having to email your sales team or wait for someone in the back office to type it in.
A new Contact tile appears on the customer's My Account page with a count of how many contacts they have on file. From there they can browse the list, open any contact to see the full details, edit the basic fields when something changes, and add new contacts using a guided form that captures Type, Title, Job Position, Email, Phone, Mobile and Notes.
Every contact created on the website is linked to the customer automatically and shows up as a child contact inside the back-office Contacts app — so your sales, finance and shipping teams see the same address book the customer maintains. Useful for B2B businesses whose clients regularly add new staff, billing contacts or delivery sites and want to manage that list themselves.
Features
- Self-Service Contact Book: Portal customers can create, browse and edit their own contacts and addresses without contacting your team.
- Contact Tile on My Account: A new Contact entry appears on the My Account page with a live count of linked contacts.
- Quick Contact Request Link: A Contact Request shortcut sits inside the customer's user dropdown menu, one click away from anywhere on the website.
- Guided Contact Form: Customers capture Type, Name, Title, Job Position, Email, Phone, Mobile and Notes through a clear single-page web form.
- Address Type Selection: Pick the right slot — Contact, Invoice Address, Shipping Address, Other Address or Private Address — so the entry lands in the correct place.
- Sortable Contact List: The portal lists every linked contact with name, phone, email and category, and can be sorted by name in one click.
- Contact Detail View: Open any contact to see the full record — name, title, job, email, phone, mobile and notes — laid out in a clean read-only summary.
- Inline Edit Popup: An Edit button opens a popup where the customer updates the basics — name, job position, email and phone — and saves in one click.
- Auto-Link to Customer Record: Every contact added from the website appears as a child contact on the customer's back-office record, ready for sales and finance to use.
Customer With No Contacts Yet
Inside the back-office Contacts app, the customer Mitchell Admin / YourCompany has an empty Contacts & Addresses tab — the starting point before any portal entry is made.
Contact Request Link in the User Menu
Once logged in to the website, the customer opens the user dropdown next to their name and finds a new Contact Request shortcut between My Account and Logout.
Fill the Contact Form and Submit
The Contact Address form lets the customer pick a Type (here Shipping address) and capture Contact Name, Title, Job Position, Email, Phone, Mobile and Notes — then a single Submit button creates the entry.
Contact Tile on My Account
The customer's My Account page now shows a new Contact tile alongside Sales Orders, Invoices and Addresses — the gateway to their saved contacts list.
Browse All Saved Contacts
Clicking the tile opens the Contact list with each entry's name, phone, email and category, a Sort By control, and an Add Contact button to add more whenever needed.
Read-Only Contact Detail Page
Opening a contact shows a clean Contact Information summary with Name, Title, Job Position, Email, Phone, Mobile and Notes — plus an Edit button when something needs to change.
Edit Basic Details in a Popup
The Edit button opens an Edit Customer Contact popup pre-filled with Name, Job Position, Email and Phone — change what you need and hit Save without leaving the page.
Linked Automatically to the Back Office
Back in the Contacts app, the customer's record now shows both portal-created contacts — Anita Oliver and Marc demo — under Contacts & Addresses, with their job, email, phone and mobile ready for the team to use.
Version 1.0 | Released on : 13th February 2024
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Is this app compatible with Odoo Enterprise?
- Yes, our app works with Odoo Enterprise as well as Community.
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If need of customization in this app, How can i contact ?
- Please contact us on odoo@devintellecs.com
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Do i get free support?
- Yes, you will get free support for 90days.
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Do i get free updates?
- Yes, you will get free updates for lifetime.
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Do i have to buy this module for each version ?
- Yes, you have to buy this module for each version.
Support
Why Us?
Devintelle Odoo Services
Connect Us
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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