[IMP] General: Updated Contacts page#16532
[IMP] General: Updated Contacts page#16532theRealThagomizer wants to merge 1 commit intosaas-19.1from
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theRealThagomizer
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larm-odoo
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jero-odoo and
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erjer-odoo
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erjer-odoo
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Hi @theRealThagomizer -- this looks great! I had mostly nitpicks for this, so nothing major. When you address those comments, it should be ready for final review.
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| Contact type | ||
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| Beginning in 19.1, Odoo no longer draws a distinction between contacts for individuals and contacts |
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Do you have plans to manage the explicit references to v19.1 in forward ports/future versions? I know that when I had to work on a feature added at some point for RFID, I had to remove explicit references to that version in future branches of the documentation because then it was just part of the product.
If you haven't already, you may want to talk to Felicia about the best way to handle it.
| A :guilabel:`Pricelist` or :guilabel:`Payment Terms` can also be set, if needed. Select the | ||
| :guilabel:`Pricelist` drop-down menu to choose the appropriate :guilabel:`Pricelist`. Click the | ||
| drop-down menu next to :guilabel:`Payment Terms` and change it to one of the preselected | ||
| :guilabel:`Payment Terms` or :guilabel:`Create` a new one. |
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Runbot also has a Payment Method field.
| Under the :guilabel:`Misc.` heading, enter a :guilabel:`Company ID` if applicable. Use | ||
| :guilabel:`Reference` field to add any additional information or notes for this contact. |
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| Under the :guilabel:`Misc.` heading, enter a :guilabel:`Company ID` if applicable. Use | |
| :guilabel:`Reference` field to add any additional information or notes for this contact. | |
| Under the :guilabel:`Misc.` heading, enter a :guilabel:`Company ID` if applicable. Use the | |
| :guilabel:`Reference` field to add any additional information or notes for this contact. |
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| The :guilabel:`Accounting` tab appears when the *Accounting* application is installed. Here, a user | ||
| can add any related :guilabel:`Bank Accounts`, or set default :guilabel:`Accounting entries`. | ||
| can add any related :guilabel:`Bank Accounts` or set default accounting journals. Trusted business |
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| can add any related :guilabel:`Bank Accounts` or set default accounting journals. Trusted business | |
| can add any related :guilabel:`Bank accounts` or set default accounting journals. Trusted business |
This is a nitpick -- the "a" is lowercase in the UI.
| configure :guilabel:`Reminders` for this contact, use the radio buttons to select either | ||
| :guilabel:`Automatic` or :guilabel:`Manual` reminders, as well as schedule the :guilabel:`Next | ||
| Reminder`. | ||
| Reminder`. A user can be set to be :guilabel:`Responsible` for manual follow-ups here as well. |
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| Reminder`. A user can be set to be :guilabel:`Responsible` for manual follow-ups here as well. | |
| reminder`. A user can be set to be :guilabel:`Responsible` for manual follow-ups here as well. |
Another nit -- the "r" is lowercase in the UI.
| The UBO (Ultimate Beneficial Owner) tab contains a snapshot of the *Holdings* information from the | ||
| :guilabel:`Equity` app, as well as information for the individual contact, including their | ||
| :guilabel:`Birth Date` and :guilabel:`Birth Place`. | ||
| :guilabel:`Equity` app, as well as information for the individual contact. |
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I also see other fields here, like "ID Number," "PEP," "Birth Date," and "Birth Place." Do you need to document these, as well?
| additional options, via a drop-down menu. A user can even quickly access :guilabel:`Purchases`, | ||
| :guilabel:`Helpdesk` tasks, :guilabel:`On-time Rate` for deliveries, :guilabel:`Invoiced` | ||
| information, :guilabel:`Vendor Bills`, and the :guilabel:`Partner Ledger` connected to this contact. | ||
| For example, there is an :guilabel:`Sales` smart button, where all the sales orders and |
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| For example, there is an :guilabel:`Sales` smart button, where all the sales orders and | |
| For example, there is a :guilabel:`Sales` smart button, where all the sales orders and |
| Archive contacts | ||
| ---------------- |
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Did you want this as a child heading underneath the "Smart Buttons" section, or did you intend it to also be a top-level heading?
| the contact is restored. | ||
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| .. seealso:: | ||
| - :doc:`Add different addresses in CRM <../sales/sales/sales_quotations/different_addresses>` |
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As a note, someone will likely have to update this doc for 19.1 as well, since it's slightly out of date with these changes.
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Did you want to redo this with the UI in light mode?
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Hiya, @erjer-odoo! Got an updated doc for you to review. This is ostensibly a version-specific update, but it's actually quite a big change in functionality between 19.0 and saas-19.1: there will no longer be two kinds of contact forms, one for companies and one for individuals. That tag has been removed and the basic content form fields have been reimagined to allow for more customization overall.
Thank you!
This saas-19.1 PR can be FWP up to master.