Odoo Contact Category Management | Hierarchical Contact Classification for Contacts
by TechUltra Solutions Private Limited https://www.techultrasolutions.com$ 11.74
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) |
| Lines of code | 202 |
| Technical Name |
tus_contact_category |
| License | OPL-1 |
| Website | https://www.techultrasolutions.com |
| Versions | 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) |
| Lines of code | 202 |
| Technical Name |
tus_contact_category |
| License | OPL-1 |
| Website | https://www.techultrasolutions.com |
| Versions | 16.0 17.0 18.0 19.0 |
Odoo Contact Category Management | Hierarchical Contact Classification for Contacts
This module enhances Odoo Contacts by introducing a dedicated Contact Category management
system. It is designed for businesses that need more structured contact classification than
simple tags.
Advanced Contact Category Management helps you organize customers, vendors, and business
contacts in Odoo using a dedicated hierarchical contact category system. Instead of relying
only on generic contact tags, this module adds a required Contact Category field on every
contact, allowing teams to classify contacts in a clean, consistent, and report-friendly
way.
The module supports parent-child contact categories, complete hierarchical category names,
contact counts, category-based grouping, and a protected default General category. It also
improves data governance by preventing accidental category deletion and allowing categories
to be archived instead.
Contact category management can be restricted to authorized users through a dedicated Contact Category Manager group, while regular internal users can access categories in read-only mode. This makes the module useful for businesses that need clean contact segmentation, controlled master data, and better visibility across their Odoo Contacts database.
Odoo Contact Category Management | Hierarchical Contact Classification for Contacts
Product Overview
▶ Watch Module Demo
See how Odoo Contact Category Management | Hierarchical Contact Classification for Contacts works.
Features
Add a dedicated Contact Category field to Odoo contacts and keep customer, vendor, and partner records organized with a consistent classification system.
Create parent and child contact categories to represent business-specific contact structures. Categories display complete hierarchical names for better clarity.
Every contact must have a contact category. A default General category is provided as a safe fallback for manual creation, imports, and upgrades.
View the number of contacts linked to each category, including contacts assigned to child categories. This helps teams quickly understand category usage.
Use the Contact Category group by option in the Contacts search view to analyze and browse contacts by category.
The module prevents accidental deletion of contact categories and protects the default General category from modification. Categories can be archived when no longer needed.
Only users with the Contact Category Manager group can create and manage contact categories. Regular internal users can view existing categories without changing them.
Configuration
Support
FAQs
Assign Contact Category Management Access
After installing the module, navigate to Settings -> Users &
Companies -> User
Here, you can see that Contact Category Manager, assign the users
who you want to have permission to create, edit, archive, and
manage Contact Categories. Once assigned, these users will be able
to access and maintain Contact Categories from the Contacts configuration
menu.
Assigning a Contact Category to a Contact
After configuring access rights, navigate to the Contacts application and open an existing contact or create a new one.
In this example, an existing contact (Brandon Freeman) is opened. On the contact form, you will see the Contact Category field, which is automatically set to the default General category. This default category acts as a fallback and can be changed to a more appropriate category based on the contact’s classification.
Accessing Contact Categories Configuration
Next, navigate to the Contacts application and click on the Configuration menu. In the configuration options, you will find Contact Category listed at the end of the menu. Click on Contact Category to view and manage the available contact categories.
Viewing Hierarchical Contact Categories
After opening the Contact Category menu, you can see that multiple contact categories have been created, including parent categories with their respective child categories. The hierarchical structure is clearly displayed, allowing you to easily understand and manage category relationships, as shown in the screenshot.
Contact Category Form View Overview
Next, open any Contact Category in form view. In this example, the category name is Sub_General, with its Parent Category set to General and the Active status enabled. The Contacts Count field shows a value of 3, indicating that three contacts are currently assigned to the Sub_General category.
Prevention of Recursive Contact Categories
The system does not allow a contact category to be assigned as its own parent. If you attempt to set the same category as both the Category and its Parent Category, an error message is displayed, as shown in the screenshot. This validation prevents recursive category structures and ensures the integrity of the contact category hierarchy.
Default Contact Category Protection
The default General contact category cannot be modified. If you attempt to change its name or parent category the system displays an error message, as shown in the screenshot. This restriction ensures that the default category remains intact as a safe fallback and helps maintain consistent and reliable contact categorization.
Archive-Only Contact Category Management
Once a contact category is created, it cannot be deleted. The system enforces an archive-only policy, allowing categories to be deactivated by setting them as Archived instead of being removed permanently. This approach preserves data integrity and prevents the loss of historical references associated with existing contacts.
Filtering Contacts by Contact Category
Alternatively, you can filter contacts based on their assigned Contact Category. In the Contacts app, use the Search bar > Filters section and add a Custom Filter where Contact Category is in General / Sub_General. Once applied, only the contacts belonging to the selected category and its hierarchy will be displayed.
This demonstrates how the module enables structured contact classification and efficient contact retrieval, making it easier to manage and analyze contacts based on well-defined category hierarchies.
- We provide 90 days bug-free support related to our module.
- We provide 5 hours of free configuration support. Additional configuration or customization is billable.
- The support team is available from Monday to Friday 10:00 AM to 07:00 PM (IST).
- To create a ticket, send an email to support@techultra.in.
Yes, the module supports hierarchical contact categories, allowing you to define parent–child relationships for better organization and scalability.
No, contact categories cannot be deleted once created. They can only be archived to prevent data loss and preserve historical references.
The General category is a protected default category that acts as a fallback. It cannot be modified or deleted to ensure system stability.
No, the module prevents recursive category structures. Assigning a category as its own parent (directly or indirectly) will raise a validation error.
The Contacts Count shows the total number of contacts assigned to a category, including all of its child categories.
Absolutely.
The report provides:
- Exact movement dates
- Source documents (Origin)
- Accurate quantities
- Running balances
This makes it ideal for inventory audits and stock
reconciliation.
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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