Odoo, Software development, SOLVVE

The Odoo Contact Management Module/Everything You Should Know in 2022

A lot of people working with odoo contacts in a big office.

Efficient contact management is vital for any company or business venture. As the business grows, it will be tough to keep track of your contacts and contact information on your phone or email. Managing communication with clients, vendors, and many other categories of people will be required to provide a dynamic business process. The Odoo ERP system offers a convenient solution for managing contacts – the Contact Management module. Such a module comes to the user’s rescue to manage the contact details of employees and customers. The module can be combined with various other modules so that each business can use the contact support system. Let’s know more in-depth about such a module and how to implement it seamlessly. 

What Does The Contact Management Module Include?

In the Contact Management module, the next person’s details are available to put on the list:

  • Name
  • Phone number
  • Email address and some other information. 

Contacts can also be determined by indicating whether the individuals are sales representatives, customers, buyers, employees, and others. The company should pay attention to the Odoo version to provide more specific information. 

The latest Odoo versions 14 and 15 allow the company to add more details to the individual profile, such as special notes about the contact, payment terms, price list, fiscal position, etc. 

Such a detailed profile is a great benefit of the Odoo system due to its user-friendly and easy access.

Along with multiple business processes such as:

  • Task / Activity Management.
  • Territory & Quota Management.
  • List Management.
  • Accounting Management, etc.

A Contact Management module allows the company to keep save essential bank data such as account numbers and accounts, both payable and unplayable, which significantly shortens the time to find needed information. It dramatically simplifies the company’s financial overflow. 

Effective People Management

Odoo provides users with possibilities that no other system can currently offer to organize a well-handled management system. 

For instance, to establish a meeting within a team, a user can invite people from their contact list to join it. The user will have to employ a calendar option for this. This ability can also synchronize data with Google or any other calendar. You’ll avoid any inconveniences with lots of different calendars and various data. 

The user can also apply the filter to find the required data faster. With Odoo Contact Management, you can see all the activities linked with a particular contact. Personal information, forthcoming meetings, and other essential information can be seen by all the team members who joined the specific group.

Customer-Relation Management

With an Odoo Contact Management module, the company’s customer relations are handled with the highest quality. All the data on business activities, cash operations, bug-related issues, and other essential information are sorted and kept according to the related contacts. 

However, the Odoo system attaches liability to the administration, control, and security of the database on the company employing the CRM software. All the systems perform much better when businesses pay attention to cleaning up their current data to avoid copied or incomplete records before supplementing any data with external data sources.

Tips to Install

Firstly, different Odoo versions have different module access requirements. Before implementing the module to your current Odoo version, it’s vital to understand if it’s possible. The company can do such research by itself or order a professional Odoo developer assessment with a detailed Contact Management module integration plan to the database. 

Secondly, before implementing a Contact Management module, the company should remember that by using this module, you need to configure the basic contact details of suppliers, partners, etc. Applying the Odoo ERP system makes the data automatically flow from one stage of a customer or partner transaction to the next.

The module should be primarily installed in your Odoo database to employ. If this module is not installed for your company, you should go to the Odoo app store and install it or ask an Odoo developer for assistance. When it is installed, click on the Contact icon, and you will come to its dashboard.

To Conclude

Following everything mentioned above, the Contact Management module is vital for general company management. It provides the company with high-quality data security and with control of arising changes. In-brief, the information is sorted and kept regarding the customer’s preferences and comfort.

Using the latest Odoo versions, you will open an exclusive opportunities for your  business.  Contact us to cover all the questions with our dedicated Odoo developers.