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[IMP] Contacts: Address type correction
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content/applications/essentials/contacts.rst

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@@ -17,41 +17,39 @@ To create a new contact, navigate to the :menuselection:`Contacts app`, and clic
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Contact type
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------------
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Odoo allows for both :guilabel:`Individual` and :guilabel:`Company` contacts. Select either
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:guilabel:`Individual` or :guilabel:`Company`, depending on the type of contact that is being added.
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Odoo allows for both :guilabel:`Person` and :guilabel:`Company` contacts. Select either
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:guilabel:`Person` or :guilabel:`Company`, depending on the type of contact that is being added.
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Name
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----
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First, fill in the name of the :guilabel:`Individual` or :guilabel:`Company`. This is how the name
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First, fill in the name of the :guilabel:`Person` or :guilabel:`Company`. This is how the name
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appears throughout the database. This field is **mandatory**.
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.. tip::
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:guilabel:`Individual` contacts can have a :guilabel:`Company` contact linked to it. After
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selecting :guilabel:`Individual`, a new :guilabel:`Company Name...` field appears below the
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first name field.
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:guilabel:`Person` contacts can have a :guilabel:`Company` contact linked to it. After selecting
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:guilabel:`Person`, a new :guilabel:`Company Name...` field appears below the first name field.
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Address
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-------
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Next, enter the :guilabel:`Address` of the :guilabel:`Company` or :guilabel:`Individual`.
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Next, enter the :guilabel:`Address` of the :guilabel:`Company` or :guilabel:`Person`.
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.. tip::
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If the :guilabel:`Individual` option is chosen, then the *type of address* can be chosen from a
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If the :guilabel:`Person` option is chosen, then the *type of address* can be chosen from a
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drop-down menu. Options for this drop-down menu include: :guilabel:`Contact`, :guilabel:`Invoice
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Address`, :guilabel:`Delivery Address`, :guilabel:`Other Address`, and :guilabel:`Private
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Address`.
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Address`, :guilabel:`Delivery Address`, and :guilabel:`Other Address`.
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Additional fields
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-----------------
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Additional details are included on the initial form. The following fields are available:
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- :guilabel:`VAT`: Value Added Tax number.
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- :guilabel:`Citizen Identification`: citizen or government identification number (only available
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on :guilabel:`Individual`).
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- :guilabel:`Job Position`: list the job position of the :guilabel:`Individual` (only available on
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:guilabel:`Individual`).
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- :guilabel:`Citizen Identification`: citizen or government identification number (only available on
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:guilabel:`Person`).
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- :guilabel:`Job Position`: list the job position of the :guilabel:`Person` (only available on
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:guilabel:`Person`).
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- :guilabel:`Phone`: list phone number (with country code). Make a call, send an SMS, or WhatsApp
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message by hovering over the field on the saved form, and clicking the desired option.
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- :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 &
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contacts can be added that are associated with a :guilabel:`Company` and related addresses. For
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example, a specific contact person for the company can be listed here.
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Multiple addresses can be added on both :guilabel:`Individual` and :guilabel:`Company` contacts. To
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do so, click :guilabel:`Add` in the :guilabel:`Contacts & Addresses` tab. Doing so reveals a
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Multiple addresses can be added on both :guilabel:`Person` and :guilabel:`Company` contacts. To do
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so, click :guilabel:`Add` in the :guilabel:`Contacts & Addresses` tab. Doing so reveals a
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:guilabel:`Create Contact` pop-up form, in which additional addresses can be configured.
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.. image:: contacts/contact-form-add-address.png
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:align: center
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:alt: Add a contact/address to the contact form.
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On the :guilabel:`Create Contact` pop-up form, start by clicking the default :guilabel:`Other
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Address` field at the top to reveal a drop-down menu of address-related options.
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Select any of the following options:
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On the :guilabel:`Create Contact` pop-up form, select one of the following options:
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- :guilabel:`Contact`: adds another contact to the existing contact form.
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- :guilabel:`Invoice Address`: adds a specific invoice address to the existing contact form.
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- :guilabel:`Delivery Address`: adds a specific delivery address to the existing contact form.
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- :guilabel:`Other Address`: adds an alternate address to the existing contact form.
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- :guilabel:`Private Address`: adds a private address to the existing contact form.
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.. image:: contacts/create-contact-window.png
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:align: center
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:alt: Create a new contact/address on a contact form.
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Once 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
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:guilabel:`Phone` and/or :guilabel:`Mobile` numbers below.
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Set the :guilabel:`Job Position`, which appears if the :guilabel:`Contact` address type has been
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selected. This is similar to the :guilabel:`Individual` contact.
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selected. This is similar to the :guilabel:`Person` contact.
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To add a note, click on the text field next to :guilabel:`Notes`, and write anything that is
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applicable to the customer or contact.
@@ -199,8 +191,8 @@ Odoo integrates information from every single app, so there are many smart butto
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related to this customer from the *CRM* app are accessible.
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.. tip::
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If the corresponding applications are installed, their related smart buttons appear
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automatically on a contact form.
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If the corresponding applications are installed, their related smart buttons appear automatically
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on a contact form.
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A user can see any :guilabel:`Meetings`, :guilabel:`Sales`, :guilabel:`POS Orders`,
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: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
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Then, click :guilabel:`OK` from the resulting :guilabel:`Confirmation` pop-up window.
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With this contact successfully archived, as indicated by a banner at the top, they do not show up
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in the main contacts page, but they can still be searched for with the :guilabel:`Archived` filter.
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With this contact successfully archived, as indicated by a banner at the top, they do not show up in
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the main contacts page, but they can still be searched for with the :guilabel:`Archived` filter.
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.. tip::
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A contact can be *unarchived*, if the user decides to work with them again. To do that, just
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