@@ -17,41 +17,39 @@ To create a new contact, navigate to the :menuselection:`Contacts app`, and clic
1717Contact type
1818------------
1919
20- Odoo allows for both :guilabel: `Individual ` and :guilabel: `Company ` contacts. Select either
21- :guilabel: `Individual ` or :guilabel: `Company `, depending on the type of contact that is being added.
20+ Odoo allows for both :guilabel: `Person ` and :guilabel: `Company ` contacts. Select either
21+ :guilabel: `Person ` or :guilabel: `Company `, depending on the type of contact that is being added.
2222
2323Name
2424----
2525
26- First, fill in the name of the :guilabel: `Individual ` or :guilabel: `Company `. This is how the name
26+ First, fill in the name of the :guilabel: `Person ` or :guilabel: `Company `. This is how the name
2727appears throughout the database. This field is **mandatory **.
2828
2929.. tip ::
30- :guilabel: `Individual ` contacts can have a :guilabel: `Company ` contact linked to it. After
31- selecting :guilabel: `Individual `, a new :guilabel: `Company Name... ` field appears below the
32- first name field.
30+ :guilabel: `Person ` contacts can have a :guilabel: `Company ` contact linked to it. After selecting
31+ :guilabel: `Person `, a new :guilabel: `Company Name... ` field appears below the first name field.
3332
3433Address
3534-------
3635
37- Next, enter the :guilabel: `Address ` of the :guilabel: `Company ` or :guilabel: `Individual `.
36+ Next, enter the :guilabel: `Address ` of the :guilabel: `Company ` or :guilabel: `Person `.
3837
3938.. tip ::
40- If the :guilabel: `Individual ` option is chosen, then the *type of address * can be chosen from a
39+ If the :guilabel: `Person ` option is chosen, then the *type of address * can be chosen from a
4140 drop-down menu. Options for this drop-down menu include: :guilabel: `Contact `, :guilabel: `Invoice
42- Address `, :guilabel: `Delivery Address `, :guilabel: `Other Address `, and :guilabel: `Private
43- Address `.
41+ Address `, :guilabel: `Delivery Address `, and :guilabel: `Other Address `.
4442
4543Additional fields
4644-----------------
4745
4846Additional details are included on the initial form. The following fields are available:
4947
5048- :guilabel: `VAT `: Value Added Tax number.
51- - :guilabel: `Citizen Identification `: citizen or government identification number (only available
52- on :guilabel: `Individual `).
53- - :guilabel: `Job Position `: list the job position of the :guilabel: `Individual ` (only available on
54- :guilabel: `Individual `).
49+ - :guilabel: `Citizen Identification `: citizen or government identification number (only available on
50+ :guilabel: `Person `).
51+ - :guilabel: `Job Position `: list the job position of the :guilabel: `Person ` (only available on
52+ :guilabel: `Person `).
5553- :guilabel: `Phone `: list phone number (with country code). Make a call, send an SMS, or WhatsApp
5654 message by hovering over the field on the saved form, and clicking the desired option.
5755- :guilabel: `Mobile `: list mobile phone number (with country code). Make a call, send an SMS, or
@@ -71,27 +69,21 @@ At the bottom of the contact form are several tabs. On the :guilabel:`Contacts &
7169contacts can be added that are associated with a :guilabel: `Company ` and related addresses. For
7270example, a specific contact person for the company can be listed here.
7371
74- Multiple addresses can be added on both :guilabel: `Individual ` and :guilabel: `Company ` contacts. To
75- do so, click :guilabel: `Add ` in the :guilabel: `Contacts & Addresses ` tab. Doing so reveals a
72+ Multiple addresses can be added on both :guilabel: `Person ` and :guilabel: `Company ` contacts. To do
73+ so, click :guilabel: `Add ` in the :guilabel: `Contacts & Addresses ` tab. Doing so reveals a
7674:guilabel: `Create Contact ` pop-up form, in which additional addresses can be configured.
7775
7876.. image :: contacts/contact-form-add-address.png
79- :align: center
8077 :alt: Add a contact/address to the contact form.
8178
82- On the :guilabel: `Create Contact ` pop-up form, start by clicking the default :guilabel: `Other
83- Address ` field at the top to reveal a drop-down menu of address-related options.
84-
85- Select any of the following options:
79+ On the :guilabel: `Create Contact ` pop-up form, select one of the following options:
8680
8781- :guilabel: `Contact `: adds another contact to the existing contact form.
8882- :guilabel: `Invoice Address `: adds a specific invoice address to the existing contact form.
8983- :guilabel: `Delivery Address `: adds a specific delivery address to the existing contact form.
9084- :guilabel: `Other Address `: adds an alternate address to the existing contact form.
91- - :guilabel: `Private Address `: adds a private address to the existing contact form.
9285
9386.. image :: contacts/create-contact-window.png
94- :align: center
9587 :alt: Create a new contact/address on a contact form.
9688
9789Once an option is selected, enter the corresponding contact information that should be used for the
@@ -101,7 +93,7 @@ Add the :guilabel:`Contact Name`, :guilabel:`Address`, :guilabel:`Email`, along
10193:guilabel: `Phone ` and/or :guilabel: `Mobile ` numbers below.
10294
10395Set the :guilabel: `Job Position `, which appears if the :guilabel: `Contact ` address type has been
104- selected. This is similar to the :guilabel: `Individual ` contact.
96+ selected. This is similar to the :guilabel: `Person ` contact.
10597
10698To add a note, click on the text field next to :guilabel: `Notes `, and write anything that is
10799applicable to the customer or contact.
@@ -199,8 +191,8 @@ Odoo integrates information from every single app, so there are many smart butto
199191 related to this customer from the *CRM * app are accessible.
200192
201193.. tip ::
202- If the corresponding applications are installed, their related smart buttons appear
203- automatically on a contact form.
194+ If the corresponding applications are installed, their related smart buttons appear automatically
195+ on a contact form.
204196
205197A user can see any :guilabel: `Meetings `, :guilabel: `Sales `, :guilabel: `POS Orders `,
206198:guilabel: `Subscriptions `, project :guilabel: `Tasks `, and the :guilabel: `More ` smart button reveals
@@ -223,8 +215,8 @@ that, go to the :icon:`fa-cog` :guilabel:`Action` menu at the top of the contact
223215
224216Then, click :guilabel: `OK ` from the resulting :guilabel: `Confirmation ` pop-up window.
225217
226- With this contact successfully archived, as indicated by a banner at the top, they do not show up
227- in the main contacts page, but they can still be searched for with the :guilabel: `Archived ` filter.
218+ With this contact successfully archived, as indicated by a banner at the top, they do not show up in
219+ the main contacts page, but they can still be searched for with the :guilabel: `Archived ` filter.
228220
229221.. tip ::
230222 A contact can be *unarchived *, if the user decides to work with them again. To do that, just
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