[IMP] General: Updated Contacts page

content/applications/essentials/contacts.rst

@@ -4,92 +4,85 @@
 Contacts
 ========
 
-Contacts are created in the **Contacts** application for customers the company does business with
-through Odoo. A contact record is a repository of vital business information, facilitating
-communication and business transactions.
+Contacts are created in the **Contacts** application for all entities that are part of a company's
+business, whether as a customer, a vendor, or in some other capacity. A contact record is a
+repository of vital information for both individuals and companies, facilitating communication and
+business transactions.
 
-Contact form
-============
+Contact form and basic fields
+=============================
 
-To create a new contact, navigate to the :menuselection:`Contacts app`, and click :guilabel:`New`. A
-new form appears where various contact information can be added.
+To create a new contact, navigate to the :menuselection:`Contacts app`, and click the
+:guilabel:`New` button. A new form appears where various contact information can be added.
 
-Contact type
-------------
+Beginning in 19.1, Odoo no longer draws a distinction between contacts for individuals and contacts
+for companies. There's now a single unified Contacts form that can be customized based on business
+needs. The name of the contact in the :guilabel:`Name (company or person)` field remains
+**mandatory**.
 
-Odoo supports both :guilabel:`Person` and :guilabel:`Company` contacts. Select the appropriate type
-for the new contact. Fill in the name of the :guilabel:`Person` or :guilabel:`Company`. This is how
-the name appears throughout the database. This field is **mandatory**.
+.. image:: contacts/unified-contact-form.png
+   :alt: The new contact form released with Odoo 19.1.
 
 .. tip::
-   :guilabel:`Person` contacts can be linked to a :guilabel:`Company` contact. After selecting
-   :guilabel:`Person`, the :guilabel:`Company` field becomes visible.
+   Contacts for people can be linked to contacts for companies by entering the associated company in
+   the :icon:`fa-building` :guilabel:`Company Employer` field.
 
-In the :icon:`fa-envelope` :guilabel:`(envelope)` field, enter the email address with the domain. In
-the :icon:`fa-phone` :guilabel:`(phone)`  field enter the phone number with the appropriate country
-code. Next, enter the :guilabel:`Address` of the :guilabel:`Company` or :guilabel:`Person`.
+In the :icon:`fa-envelope` :guilabel:`Email` field, enter the email address with the domain. In the
+:icon:`fa-phone` :guilabel:`Phone` field, enter the contact's phone number. Enter the
+:guilabel:`Address` of the contact. Finally, enter the :guilabel:`Tax Identification Number (TIN)`
+the contact uses for tax and accounting purposes. If the contact is not subject to taxation, a `/`
+may be entered in this field.
 
 Additional fields
 -----------------
 
-Additional details are included on the initial form. The following fields are available:
+The following fields are also available on the Contact form to help create a more complete entry for
+this individual or company in your database:
 
-- :guilabel:`Job Position`: list the job position of the :guilabel:`Person` (only available on
-  :guilabel:`Person`).
-- :guilabel:`Tax ID`: the identification number used for tax and accounting purposes.
-- :guilabel:`Partner Level`: select the designated :ref:`partner <contacts/partner-assignment>`
-  level for this contact from the drop-down menu.
-- :guilabel:`Website`: enter the full website address, starting with `http` or `https`.
-- :guilabel:`Language`: enter the language used by the contact. All of the emails and documents sent
-  to this contact are then translated to the selected language.
-- :guilabel:`Tags`: enter preconfigured tags by typing them in the field, or clicking the drop-down
-  menu, and selecting one. To create a new one, type the new tag in the field, and click
-  :guilabel:`Create` from the resulting drop-down menu.
+- :guilabel:`Job Position`: The position or title of the contact, if relevant.
+- :guilabel:`Website`: A relevant website address for the contact, starting with `http` or `https`.
+- :guilabel:`Partner Level`: A drop-down menu where you can select the designated
+  :ref:`partner <contacts/partner-assignment>` level for this contact.
+- :guilabel:`Language`: The language used by the contact. All of the emails and documents generated
+  by the database that are sent to this contact are translated into the selected language.
+- :guilabel:`Tags`: Preconfigured and custom tags may be entered in this field to make it easier to
+  search for and identify the contact within the database. Type the tags into the field or click the
+  drop-down menu and select one. To create a new one, type the new tag in the field, and click
+  :guilabel:`Create` or :guilabel:`Create and edit...` from the resulting drop-down menu.
 
 Contacts tab
 ------------
 
-On the :guilabel:`Contacts` tab, contacts can be added that are associated with a
-:guilabel:`Company` and related addresses. For example, a specific contact person for the company
-can be listed here.
-
-Multiple addresses can be added on both :guilabel:`Person` and :guilabel:`Company` contacts. To do
-so, click :guilabel:`Add Contact` in the :guilabel:`Contacts` tab. Doing so reveals a
-:guilabel:`Create Contact` pop-up form, in which additional addresses can be configured.
+On the :guilabel:`Contacts` tab, additional contacts can be added that are associated with the
+current contact form and any related addresses. For example, if the current Contact form is meant to
+cover a vendor company, contacts added through the :guilabel:`Contacts` tab can be easily identified
+as employees of that company.
 
-.. image:: contacts/contact-form-add-address.png
-   :alt: Add a contact/address to the contact form.
+This can also be used to associate multiple addresses with the current Contact form. To do so, click
+:guilabel:`Add Contact` in the :guilabel:`Contacts` tab. Doing so brings up the :guilabel:`Create
+Contact` form, in which additional addresses can be configured as regular contacts, addressess for
+invoices and deliveries, and other needs.
 
-On the :guilabel:`Create Contact` pop-up form,  select one of the following options:
+On the :guilabel:`Create Contact` pop-up form, select one of the following options:
 
-- :guilabel:`Contact`: adds another contact to the existing contact form.
-- :guilabel:`Invoice`: adds a specific invoice address to the existing contact form.
-- :guilabel:`Delivery`: adds a specific delivery address to the existing contact form.
-- :guilabel:`Other`: adds an alternate address to the existing contact form.
+- :guilabel:`Contact`: Adds another contact to the existing contact form.
+- :guilabel:`Invoice`: Adds a specific invoice address to the existing contact form.
+- :guilabel:`Delivery`: Adds a specific delivery address to the existing contact form.
+- :guilabel:`Other`: Adds an alternate address to the existing contact form.
 
 .. image:: contacts/create-contact-window.png
-   :alt: Create a new contact/address on a contact form.
+   :alt: Create a new contact or address on a contact form.
 
 Once an option is selected, enter the corresponding contact information that should be used for the
-specified address type.
-
-Add the :guilabel:`Contact Name`, :guilabel:`Address`, :guilabel:`Email`, along with the
-:guilabel:`Phone` and/or :guilabel:`Mobile` numbers below.
-
-Set the :guilabel:`Job Position`, which appears if the :guilabel:`Contact` address type has been
-selected. This is similar to the :guilabel:`Person` contact.
-
-To add a note, click on the text field next to :guilabel:`Notes`, and write anything that is
-applicable to the customer or contact.
-
-Then, click :guilabel:`Save & Close` to save the address, and close the :guilabel:`Create Contact`
-window. Or, click :guilabel:`Save & New` to save the address, and immediately input another one.
+specified address type. Odoo will reference invoice and delivery addresses during relevant parts of
+the sales process.
 
 Sales & Purchase tab
 --------------------
 
-Next, is the :guilabel:`Sales & Purchases` tab, which only appears when the *Sales*, *Purchase*,
-**or** *Point of Sale* applications are installed.
+The :guilabel:`Sales & Purchase` tab only appears when the *Sales*, *Purchase*, or *Point of Sale*
+applications are installed. Each of these apps will add another section to this tab when they are
+installed.
 
 The :guilabel:`Fiscal Position` can be set on the :guilabel:`Sales & Purchases` tab. Select a
 :guilabel:`Fiscal Position` from the drop-down menu.
@@ -99,111 +92,105 @@ The :guilabel:`Fiscal Position` can be set on the :guilabel:`Sales & Purchases`
 Sales section
 ~~~~~~~~~~~~~
 
-Under the :guilabel:`Sales` heading, a specific :guilabel:`Salesperson` can be assigned to a
-contact. To do that, click the :guilabel:`Salesperson` drop-down field, and select one. Create a new
-:guilabel:`Salesperson` by typing the user's name, and making the appropriate selection.
+Under the :guilabel:`Sales` heading, a specific :guilabel:`Salesperson` can be assigned to a work
+with the contact. To do that, click the :guilabel:`Salesperson` drop-down field, and select one.
+Create a new :guilabel:`Salesperson` by typing the user's name and making the appropriate selection.
 
-Certain :guilabel:`Payment Terms`, or a certain :guilabel:`Pricelist`, can also be set, if needed.
-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. Select the :guilabel:`Pricelist`
-drop-down menu to choose the appropriate :guilabel:`Pricelist`.
+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.
 
 Click into the :guilabel:`Delivery Method` field to select an option from the drop-down menu.
 
-Point Of Sale section
+Other options may be appear in this section as well depending on what apps are installed in the
+database and what configurations have been enabled.
+
+Point of Sale section
 ~~~~~~~~~~~~~~~~~~~~~
 
 Under the :guilabel:`Point Of Sale` heading, enter a :guilabel:`Barcode` that can be used to
-identify the contact.
+identify this contact.
 
 Purchase section
 ~~~~~~~~~~~~~~~~
 
-Under the :guilabel:`Purchase` heading, select how :abbr:`RFQs (requests for quotation)` for this
-contact should be grouped together:
+Under the :guilabel:`Purchase` heading, select how :abbr:`Group RFQs (requests for quotation)` for
+this contact should be grouped together:
 
-- :guilabel:`On Order`: replenishment needs are grouped together except for :abbr:`MTO (made to
-  order)`
-- :guilabel:`Daily`: replenishment needs are grouped if the expected arrival is the same day.
-- :guilabel:`Weekly`: replenishment needs are grouped if the expected arrival is the same week or
-  week day.
-- :guilabel:`Always`: replenishment needs are always grouped.
+- :guilabel:`On Order`: Replenishment needs are grouped together except for :abbr:`MTO (made to
+  order)` replenishments.
+- :guilabel:`Daily`: Replenishment needs are grouped together if their expected arrival is on the
+  same day.
+- :guilabel:`Weekly`: Replenishment needs are grouped together if the expected arrival is the same
+  week or week day.
+- :guilabel:`Always`: Replenishment needs are always grouped together.
 
 Select a default :guilabel:`Buyer` if the :abbr:`RFQs (requests for quotation)` should always be
 assigned to the same user.
 
-Specify :guilabel:`Payment Terms`, :guilabel:`1099 Box` information, and a preferred
-:guilabel:`Payment Method` here. A :guilabel:`Receipt Reminder` can be set here, as well. Select a
+Specify :guilabel:`Payment Terms`, a preferred :guilabel:`Payment Method`, and :guilabel:`1099 Box`
+information here. A :guilabel:`Receipt Reminder` can be set here, as well. Select a
 :guilabel:`Supplier Currency` to be used for purchases from the contact.
 
 Fiscal information
 ~~~~~~~~~~~~~~~~~~
 
 To assign a :guilabel:`Fiscal Position` to this contact, select it from the drop-down menu.
 
-Misc section
-~~~~~~~~~~~~
+Miscellaneous section
+~~~~~~~~~~~~~~~~~~~~~
 
-Under the :guilabel:`Misc.` heading, enter a :guilabel:`Citizen Identification` number for *Person*
-contacts, or :guilabel:`Company ID` for *Company* contacts. Use :guilabel:`Reference` field to add
-any additional information 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.
 
 If this contact should only be accessible for one company in a multi-company database, select it
 from the :guilabel:`Company` field drop-down list. Use the :guilabel:`Website` drop-down menu to
-restrict the publishing of this contact to one website (if working on a database with multiple
-websites).
+restrict the publishing of this contact to one website if working on a database with multiple
+websites.
 
 Select one or more :guilabel:`Website Tags` to assist in filtering published customers on the
 `/customers` website page. Select an :guilabel:`Industry` for this contact from the drop-down menu.
 Use the :guilabel:`SLA Policies` field to assign a *Helpdesk* SLA policy to this contact.
 
-Inventory section
-~~~~~~~~~~~~~~~~~
-
-Under the :guilabel:`Inventory` heading, use the :guilabel:`Customer Location` drop-down to select
-the stock location to be used as a destination when sending goods to this contact. Next, use the
-:guilabel:`Vendor Location` drop-down to selection the stock location used as a source when
-recieving goods from this contact. Finally, use the :guilabel:`Subcontractor Location` drop-down to
-idenfy a location used as both a source and destination when sending goods to this contact during a
-subcontracting process.
-
 Accounting tab
 --------------
 
 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
+partners may have :guilabel:`Auto-post bills` enabled, allowing for bills to post automatically,
+never, or after 3 validations without edits.
 
 Under the :ref:`Invoice Follow-Ups <accounting/follow_up/follow-ups-for-one-customer>` heading, the
 :guilabel:`Follow-up Status` indicates if the contact currently has any overdue payments. To
 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.
 
 .. _contacts/partner-assignment:
 
 Partner Assignment tab
 ----------------------
 
-Next is the :guilabel:`Partner Assignment` tab, which by default, includes a :guilabel:`Geolocation`
-section, and other partner options, including :guilabel:`Partner Activation` and :guilabel:`Partner
+Next is the :guilabel:`Partner Assignment` tab, which by default includes a :guilabel:`Geolocation`
+section and other partner options, including :guilabel:`Partner Activation` and :guilabel:`Partner
 Review` configurations. These are **only** present when the *Resellers* module is installed.
 
 .. seealso::
    Follow the :doc:`Resellers documentation <../sales/crm/track_leads/resellers>` for more
    information on publishing partners on the website.
 
-Internal Notes tab
-------------------
+Notes tab
+---------
 
-Following the :guilabel:`Accounting` tab is the :guilabel:`Internal Notes` tab, where notes can be
-left on this contact form, just like on the contact form noted above.
+The :guilabel:`Internal Notes` tab is a space where notes for other users can be left on the contact
+form. There are no settings that can be configured within this tab.
 
 UBO tab
 -------
 
 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.
 
 The :guilabel:`UBO` tab is **only** present when the *Equity* app is installed.
 
@@ -214,28 +201,18 @@ the contact.
 Smart buttons
 =============
 
-At the top of the contact form, there are some additional options available, known as *smart
-buttons*.
+At the top of the contact form, some additional *smart buttons* may be available.
 
-Here, Odoo displays a variety of records, related to this contact, that were created on other apps.
-Odoo integrates information from every single app, so there are many smart buttons.
+Here, Odoo displays a variety of records related to this contact that were created within other
+apps. Odoo integrates information from every single one of its apps, so there may be multiple smart
+buttons that appear automatically in this section.
 
 .. example::
-   For example, there is an :guilabel:`Opportunities` smart button, where all the opportunities
-   related to this customer from the *CRM* app are accessible.
-
-.. tip::
-   If the corresponding applications are installed, their related smart buttons appear automatically
-   on a contact form.
-
-A user can see any :guilabel:`Meetings`, :guilabel:`Sales`, :guilabel:`POS Orders`,
-:guilabel:`Subscriptions`, project :guilabel:`Tasks`, and the :guilabel:`More` smart button reveals
-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 a :guilabel:`Sales` smart button, where all the sales orders and
+   quotations related to this customer from the *Sales* app are accessible.
 
-Deliveries, documents, loyalty cards, and direct debits are *also* linked to smart buttons, like
-this, should there be any outstanding/on-file for this contact.
+Deliveries, documents, loyalty cards, and direct debits are *also* linked to smart buttons, should
+there be any outstanding/on-file for this contact.
 
 If the contact is a partner, the user can visit their partner page on the Odoo-built website by
 clicking the :guilabel:`Go to Website` smart button.
@@ -244,18 +221,19 @@ Archive contacts
 ----------------
 
 If a user decides they no longer want to have this contact active, the record can be archived. To do
-that, go to the :icon:`fa-cog` :guilabel:`Action` menu at the top of the contact form, and click
-:guilabel:`Archive`.
+that, go to the :icon:`fa-cog` :guilabel:`Actions` menu at the top of the contact form, and click
+:icon:`fa-inbox` :guilabel:`Archive`.
 
 Then, click :guilabel:`Archive` from the resulting :guilabel:`Confirmation` pop-up window.
 
-With this contact successfully archived, as indicated by a banner at the top, they do not show up in
-the main contacts page, but they can still be searched for with the :guilabel:`Archived` filter.
+With this contact successfully archived, as indicated by a banner at the top of the contact form,
+they do not show up in the main contacts page, but they can still be searched for with the
+:guilabel:`Archived` filter.
 
 .. tip::
    A contact can be *unarchived*, if the user decides to work with them again. To do that, just
-   click the :icon:`fa-cog` :guilabel:`Action` menu again at the top of the archived contact form,
-   and click :guilabel:`Unarchive`. Upon doing so, the :guilabel:`Archived` banner is removed, and
+   click the :icon:`fa-cog` :guilabel:`Actions` menu again at the top of the archived contact form,
+   and click :guilabel:`Unarchive`. Upon doing so, the :guilabel:`Archived` banner is removed and
    the contact is restored.
 
 .. seealso::