Odoo • Image and Text

     Contacts

  • This module faces the module in which Odoo is located and is intended for contacting companions.

  • It allows you to keep track of your customers and suppliers as a contact book. 

  • It allows the registration of clients who are individuals, but also legal entities.

  • Contacts can contain basic information, such as: name, phone number, address, e-mail, profile picture, etc.

  • Contacts can be viewed in different forms: kanban, list.

Odoo • Image and Text

Overview

You can view all your company contacts, both individuals and legal entities.

A summary of your company's contacts is available.

Detalied view

You can view the contacts in a more detailed form, where you can find information other than the basic ones (name, address, phone number, etc.), such as: sales amounts, amounts invoiced per customer, opportunities, meetings.


The module also allows you to set internal notes about the client.

Odoo • Text and Image
Odoo • Image and Text

Bank records

This module allows you to track the banks in your country, each bank having a unique identifier, as well as information about name, address, email, phone number and so on.

This is useful for your company's online payments.