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ISM302 Assignment 1.4 Contact Management KieuLinh

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30 views11 pages

ISM302 Assignment 1.4 Contact Management KieuLinh

Uploaded by

linhvtkhe170509
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Vũ Thị Kiều Linh_HE170509

Exercise: Contact Management in Odoo 17


Objective:

To manage contacts efficiently in Odoo 17 by creating, organizing, and


utilizing contact information for better business operations.

Steps:

1. Set Up Odoo 17 Environment:

 Ensure you have access to an Odoo 17 instance. This could be a


local installation, a hosted solution, or an Odoo trial account.

2. Navigate to Contacts Module:

 Log in to your Odoo instance.


 From the main dashboard, click on the "Contacts" module.

3. Create a New Contact:

 Click on the "Create" button.

 Fill in the following details for the contact:


Field Sample Data
Name John Doe
Company Doe Enterprises
Job Position Sales Manager
Email [email protected]
Phone +1 555 123 4567
Mobile +1 555 765 4321
Website www.doeenterprises.com
Address 123 Elm Street
City Metropolis
State NY
Zip 10001
Country United States

4. Add Internal Notes:

 Navigate to the "Internal Notes" tab.


 Add a note such as: "John is a key contact for our sales in the
Northeast region."

5. Categorize the Contact:

 Use tags to categorize the contact. For example, add tags like
"Sales", "Northeast", "Key Account".
 To add a tag, click on the tags field and either select an existing
tag or type a new one and press enter.

6. Save the Contact:

 Click the "Save" button to store the contact information.

7. Create Additional Contacts:


 Repeat the process to create more contacts. Here are some
sample data entries for additional contacts:

Contact 2:

 Name: Jane Smith


 Company: Smith & Co
 Job Position: CEO
 Email: [email protected]
 Phone: +1 555 987 6543
 Mobile: +1 555 543 2198
 Website: www.smithco.com
 Address: 456 Oak Avenue
 City: Gotham
 State: CA
 Zip: 90210
 Country: United States
 Tags: "Executive", "West Coast", "VIP"
Contact 3:

 Name: Alice Johnson


 Company: Johnson Industries
 Job Position: CFO
 Email: [email protected]
 Phone: +1 555 654 3210
 Mobile: +1 555 210 4321
 Website: www.johnsonind.com
 Address: 789 Pine Road
 City: Star City
 State: TX
 Zip: 73301
 Country: United States
 Tags: "Finance", "South", "Potential Client"

8. Organize Contacts into Companies:

 Navigate to the "Companies" view in the Contacts module.


 Ensure that "Doe Enterprises", "Smith & Co", and "Johnson
Industries" are listed as companies.
 For each company, ensure their respective contacts are linked
properly.

9. Use Filters and Groups:

 Apply filters to find contacts quickly. For example, filter by "Tags"


to see all contacts tagged as "Key Account".
 Group contacts by "Company" to see contacts organized by their
respective companies.
10. Export Contacts:

 Select multiple contacts by clicking the checkboxes next to their


names.
 Click on the "Action" button and choose "Export".
 Choose the fields you want to export (e.g., Name, Email, Phone,
Company) and click "Export to File".
11. Import Contacts:

 Prepare a CSV file with contact information similar to the sample


data provided.
 Click on the "Import" button in the Contacts module.
 Upload the CSV file and map the fields accordingly.
 Click "Import" to add the contacts to your Odoo database.

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