[I18N] *: export latest terms
As per usual, leave off developer.pot and contributing.pot since we
don't translate them (not useful, can't really contribute to/dev in
Odoo without knowing English)
closes odoo/documentation#10313
X-original-commit: bf9bbff058
Signed-off-by: Tiffany Chang (tic) <tic@odoo.com>
This commit is contained in:
Tiffany Chang (tic)
+185
-101
@@ -8,7 +8,7 @@ msgid ""
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msgstr ""
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"Project-Id-Version: Odoo 17.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2024-06-24 07:08+0000\n"
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"POT-Creation-Date: 2024-07-23 13:30+0000\n"
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"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
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"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
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"Language-Team: LANGUAGE <LL@li.org>\n"
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@@ -467,107 +467,107 @@ msgstr ""
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msgid ":doc:`../sales/crm/optimize/utilize_activities`"
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:3
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#: ../../content/applications/essentials/contacts.rst:5
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msgid "Contacts"
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:5
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#: ../../content/applications/essentials/contacts.rst:7
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msgid "The *Contacts* application comes installed on all Odoo databases. Contacts are created for customers the company does business with through Odoo. A contact is a repository of vital business information, facilitating communication and business transactions."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:10
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#: ../../content/applications/essentials/contacts.rst:12
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msgid "Contact form"
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:12
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#: ../../content/applications/essentials/contacts.rst:14
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msgid "To create a new contact, navigate to the :menuselection:`Contacts app`, and click :guilabel:`Create`. A new form appears where various contact information can be added."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:16
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#: ../../content/applications/essentials/contacts.rst:18
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msgid "Contact type"
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:18
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#: ../../content/applications/essentials/contacts.rst:20
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msgid "Odoo allows for both :guilabel:`Individual` and :guilabel:`Company` contacts. Select either :guilabel:`Individual` or :guilabel:`Company`, depending on the type of contact that is being added."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:22
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#: ../../content/applications/essentials/contacts.rst:24
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msgid "Name"
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:24
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#: ../../content/applications/essentials/contacts.rst:26
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msgid "First, fill in the name of the :guilabel:`Individual` or :guilabel:`Company`. This is how the name appears throughout the database. This field is **mandatory**."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:28
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#: ../../content/applications/essentials/contacts.rst:30
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msgid ":guilabel:`Individual` contacts can have a :guilabel:`Company` contact linked to it. After selecting :guilabel:`Individual`, a new :guilabel:`Company Name...` field appears below the first name field."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:33
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#: ../../content/applications/essentials/contacts.rst:35
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msgid "Address"
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:35
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#: ../../content/applications/essentials/contacts.rst:37
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msgid "Next, enter the :guilabel:`Address` of the :guilabel:`Company` or :guilabel:`Individual`."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:38
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#: ../../content/applications/essentials/contacts.rst:40
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msgid "If the :guilabel:`Individual` option is chosen, then the *type of address* can be chosen from a drop-down menu. Options for this drop-down menu include: :guilabel:`Contact`, :guilabel:`Invoice Address`, :guilabel:`Delivery Address`, :guilabel:`Other Address`, and :guilabel:`Private Address`."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:44
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#: ../../content/applications/essentials/contacts.rst:46
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msgid "Additional fields"
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:46
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#: ../../content/applications/essentials/contacts.rst:48
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msgid "Additional details are included on the initial form. The following fields are available:"
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:48
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#: ../../content/applications/essentials/contacts.rst:50
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msgid ":guilabel:`VAT`: Value Added Tax number."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:49
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#: ../../content/applications/essentials/contacts.rst:51
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msgid ":guilabel:`Citizen Identification`: citizen or government identification number (only available on :guilabel:`Individual`)."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:51
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#: ../../content/applications/essentials/contacts.rst:53
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msgid ":guilabel:`Job Position`: list the job position of the :guilabel:`Individual` (only available on :guilabel:`Individual`)."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:53
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#: ../../content/applications/essentials/contacts.rst:55
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msgid ":guilabel:`Phone`: list phone number (with country code). Make a call, send an SMS, or WhatsApp message by hovering over the field on the saved form, and clicking the desired option."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:55
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#: ../../content/applications/essentials/contacts.rst:57
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msgid ":guilabel:`Mobile`: list mobile phone number (with country code). Make a call, send an SMS, or WhatsApp message by hovering over the field on the saved form, and clicking on the desired option."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:57
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#: ../../content/applications/essentials/contacts.rst:59
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msgid ":guilabel:`Email`: enter the email address with the domain."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:58
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#: ../../content/applications/essentials/contacts.rst:60
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msgid ":guilabel:`Website`: enter the full website address, starting with `http` or `https`."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:59
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#: ../../content/applications/essentials/contacts.rst:61
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msgid ":guilabel:`Title`: select :guilabel:`Doctor`, :guilabel:`Madam`, :guilabel:`Miss`, :guilabel:`Mister`, :guilabel:`Professor`, or create a new one directly from this field."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:61
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#: ../../content/applications/essentials/contacts.rst:63
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msgid ":guilabel:`Tags`: enter preconfigured tags by typing them in the field, or clicking the drop-down menu, and selecting one. To create a new one, type the new tag in the field, and click :guilabel:`Create` from the resulting drop-down menu."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:66
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#: ../../content/applications/essentials/contacts.rst:68
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msgid "Contacts & Addresses tab"
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:68
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#: ../../content/applications/essentials/contacts.rst:70
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msgid "At the bottom of the contact form are several tabs. On the :guilabel:`Contacts & Addresses` tab, contacts can be added that are associated with a :guilabel:`Company` and related addresses. For example, a specific contact person for the company can be listed here."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:72
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#: ../../content/applications/essentials/contacts.rst:74
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msgid "Multiple addresses can be added on both :guilabel:`Individual` and :guilabel:`Company` contacts. To do so, click :guilabel:`Add` in the :guilabel:`Contacts & Addresses` tab. Doing so reveals a :guilabel:`Create Contact` pop-up form, in which additional addresses can be configured."
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msgstr ""
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@@ -575,31 +575,31 @@ msgstr ""
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msgid "Add a contact/address to the contact form."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:80
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#: ../../content/applications/essentials/contacts.rst:82
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msgid "On the :guilabel:`Create Contact` pop-up form, start by clicking the default :guilabel:`Other Address` field at the top to reveal a drop-down menu of address-related options."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:83
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#: ../../content/applications/essentials/contacts.rst:85
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msgid "Select any of the following options:"
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:85
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#: ../../content/applications/essentials/contacts.rst:87
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msgid ":guilabel:`Contact`: adds another contact to the existing contact form."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:86
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#: ../../content/applications/essentials/contacts.rst:88
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msgid ":guilabel:`Invoice Address`: adds a specific invoice address to the existing contact form."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:87
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#: ../../content/applications/essentials/contacts.rst:89
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msgid ":guilabel:`Delivery Address`: adds a specific delivery address to the existing contact form."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:88
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#: ../../content/applications/essentials/contacts.rst:90
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msgid ":guilabel:`Other Address`: adds an alternate address to the existing contact form."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:89
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#: ../../content/applications/essentials/contacts.rst:91
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msgid ":guilabel:`Private Address`: adds a private address to the existing contact form."
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msgstr ""
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@@ -607,214 +607,298 @@ msgstr ""
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msgid "Create a new contact/address on a contact form."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:95
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#: ../../content/applications/essentials/contacts.rst:97
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msgid "Once an option is selected, enter the corresponding contact information that should be used for the specified address type."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:98
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#: ../../content/applications/essentials/contacts.rst:100
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msgid "Add the :guilabel:`Contact Name`, :guilabel:`Address`, :guilabel:`Email`, along with the :guilabel:`Phone` and/or :guilabel:`Mobile` numbers below."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:101
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#: ../../content/applications/essentials/contacts.rst:103
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msgid "Set the :guilabel:`Job Position`, which appears if the :guilabel:`Contact` address type has been selected. This is similar to the :guilabel:`Individual` contact."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:104
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#: ../../content/applications/essentials/contacts.rst:106
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msgid "To add a note, click on the text field next to :guilabel:`Notes`, and write anything that is applicable to the customer or contact."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:107
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#: ../../content/applications/essentials/contacts.rst:109
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msgid "Then, click :guilabel:`Save & Close` to save the address, and close the :guilabel:`Create Contact` window. Or, click :guilabel:`Save & New` to save the address, and immediately input another one."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:111
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#: ../../content/applications/essentials/contacts.rst:113
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msgid "Sales & Purchase tab"
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:113
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#: ../../content/applications/essentials/contacts.rst:115
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msgid "Next, is the :guilabel:`Sales & Purchases` tab, which only appears when the *Sales*, *Purchase*, **or** *Point of Sale* applications are installed."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:116
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#: ../../content/applications/essentials/contacts.rst:118
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msgid "The :guilabel:`Fiscal Position` can be set on the :guilabel:`Sales & Purchases` tab. Select a :guilabel:`Fiscal Position` from the drop-down menu."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:120
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#: ../../content/applications/essentials/contacts.rst:122
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msgid "Sales section"
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:122
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#: ../../content/applications/essentials/contacts.rst:124
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msgid "Under the :guilabel:`Sales` heading, a specific :guilabel:`Salesperson` can be assigned to a contact. To do that, click the :guilabel:`Salesperson` drop-down field, and select one. Create a new :guilabel:`Salesperson` by typing the user's name, and making the appropriate selection."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:126
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#: ../../content/applications/essentials/contacts.rst:128
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msgid "Certain :guilabel:`Payment Terms`, or a certain :guilabel:`Pricelist`, can also be set, if needed. Click the drop-down menu next to :guilabel:`Payment Terms`, and change it to one of the preselected :guilabel:`Payment Terms`, or :guilabel:`Create` a new one. Select the :guilabel:`Pricelist` drop-down menu to choose the appropriate :guilabel:`Pricelist`."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:131
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#: ../../content/applications/essentials/contacts.rst:133
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msgid "Click into the :guilabel:`Delivery Method` field to select an option from the drop-down menu."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:134
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#: ../../content/applications/essentials/contacts.rst:136
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msgid "Point Of Sale section"
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:136
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#: ../../content/applications/essentials/contacts.rst:138
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msgid "Under the :guilabel:`Point Of Sale` heading, enter a :guilabel:`Barcode` that can be used to identify the contact. Use the :guilabel:`Loyalty Points` field to track points the user won as part of a *Loyalty Program*."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:141
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#: ../../content/applications/essentials/contacts.rst:143
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msgid "Purchase section"
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:143
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#: ../../content/applications/essentials/contacts.rst:145
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msgid "Specify :guilabel:`Payment Terms`, :guilabel:`1099 Box` information, and a preferred :guilabel:`Payment Method` here. A :guilabel:`Receipt Reminder` can be set here, as well."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:147
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#: ../../content/applications/essentials/contacts.rst:149
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msgid "Misc section"
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:149
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#: ../../content/applications/essentials/contacts.rst:151
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msgid "Under the :guilabel:`Misc.` heading, use :guilabel:`Reference` field to add any additional information for this contact. If this contact should only be accessible for one company in a multi-company database, select it from the :guilabel:`Company` field drop-down list. Use the :guilabel:`Website` drop-down menu to restrict the publishing of this contact to one website (if working on a database with multiple websites). Select one or more :guilabel:`Website Tags` to assist in filtering published customers on the `/customers` website page. Select an :guilabel:`Industry` for this contact from the drop-down menu. Use the :guilabel:`SLA Policies` field to assign a *Helpdesk* SLA policy to this contact."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:159
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#: ../../content/applications/essentials/contacts.rst:161
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msgid "Accounting tab"
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:161
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#: ../../content/applications/essentials/contacts.rst:163
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msgid "The :guilabel:`Accounting` tab appears when the *Accounting* application is installed. Here, a user can add any related :guilabel:`Bank Accounts`, or set default :guilabel:`Accounting entries`."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:164
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#: ../../content/applications/essentials/contacts.rst:166
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msgid "Under the :guilabel:`Miscellaneous` heading, use the :guilabel:`LEI` field to enter a Legal Entity Identifier, if necessary."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:168
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#: ../../content/applications/essentials/contacts.rst:170
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msgid "Internal Notes tab"
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:170
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#: ../../content/applications/essentials/contacts.rst:172
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msgid "Following the :guilabel:`Accounting` tab is the :guilabel:`Internal Notes` tab, where notes can be left on this contact form, just like on the contact form noted above."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:174
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#: ../../content/applications/essentials/contacts.rst:176
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msgid "Partner Assignment tab"
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:176
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#: ../../content/applications/essentials/contacts.rst:178
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msgid "Next is the :guilabel:`Partner Assignment` tab, which by default, includes a :guilabel:`Geolocation` section, and other partner options, including :guilabel:`Partner Activation` and :guilabel:`Partner Review` configurations. These are **only** present when the *Resellers* module is installed."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:181
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#: ../../content/applications/essentials/contacts.rst:183
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msgid "Follow the :doc:`Resellers documentation <../sales/crm/track_leads/resellers>` for more information on publishing partners on the website."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:185
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#: ../../content/applications/essentials/contacts.rst:187
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msgid "Membership tab"
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:187
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#: ../../content/applications/essentials/contacts.rst:189
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msgid "Finally, there is the :guilabel:`Membership` tab on contact forms, which can help users manage any memberships that are being offered to this specific contact. It should be noted that this tab **only** appears when the *Members* application is installed."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:192
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#: ../../content/applications/essentials/contacts.rst:194
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msgid "Activate membership"
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:194
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#: ../../content/applications/essentials/contacts.rst:196
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msgid "To activate a contact's membership, click :guilabel:`Buy Membership` in the :guilabel:`Membership` tab of a contact form. On the pop-up window that appears, select a :guilabel:`Membership` from the drop-down menu. Then, configure a :guilabel:`Member Price`. Click :guilabel:`Invoice Membership` when both fields are filled in."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:199
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#: ../../content/applications/essentials/contacts.rst:201
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msgid "Alternatively, to offer a free membership, tick the :guilabel:`Free Member` checkbox, in the :guilabel:`Membership` tab of a contact form."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:203
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msgid "Publish members directory"
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:205
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msgid "To publish a list of active members on the website, the *Online Members Directory* application must first be :ref:`installed <general/install>`. After installing the module, add the `/members` page to the website's menu by :doc:`editing the website menu <../websites/website/pages/menus>`."
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msgid "Follow the :doc:`Members documentation <../sales/members>` for more information on publishing members on the website."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:210
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msgid "Publish individual members"
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:212
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msgid "Return to :menuselection:`CRM app --> Sales --> Customers`, and click the Kanban card for a member. Click the :guilabel:`Go to Website` smart button at the top of the page to open the member's webpage."
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msgstr ""
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|
||||
#: ../../content/applications/essentials/contacts.rst:216
|
||||
msgid "After making any necessary changes to the page, click :guilabel:`Save`. At the top of the page, slide the :guilabel:`Unpublished` toggle to the active, :guilabel:`Published` position."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:219
|
||||
msgid "Repeat these steps for all members."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:222
|
||||
#: ../../content/applications/essentials/contacts.rst:209
|
||||
msgid "Smart buttons"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:224
|
||||
#: ../../content/applications/essentials/contacts.rst:211
|
||||
msgid "At the top of the contact form, there are some additional options available, known as *smart buttons*."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:227
|
||||
#: ../../content/applications/essentials/contacts.rst:214
|
||||
msgid "Here, Odoo displays a variety of records, related to this contact, that were created on other apps. Odoo integrates information from every single app, so there are many smart buttons."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:231
|
||||
#: ../../content/applications/essentials/contacts.rst:218
|
||||
msgid "For example, there is an :guilabel:`Opportunities` smart button, where all the opportunities related to this customer from the *CRM* app are accessible."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:235
|
||||
#: ../../content/applications/essentials/contacts.rst:222
|
||||
msgid "If the corresponding applications are installed, their related smart buttons appear automatically on a contact form."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:238
|
||||
#: ../../content/applications/essentials/contacts.rst:225
|
||||
msgid "A user can see any :guilabel:`Meetings`, :guilabel:`Sales`, :guilabel:`POS Orders`, :guilabel:`Subscriptions`, project :guilabel:`Tasks`, and the :guilabel:`More` smart button reveals additional options, via a drop-down menu. A user can even quickly access :guilabel:`Purchases`, :guilabel:`Helpdesk` tasks, :guilabel:`On-time Rate` for deliveries, :guilabel:`Invoiced` information, :guilabel:`Vendor Bills`, and the :guilabel:`Partner Ledger` connected to this contact."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:244
|
||||
#: ../../content/applications/essentials/contacts.rst:231
|
||||
msgid "Deliveries, documents, loyalty cards, and direct debits are *also* linked to smart buttons, like this, should there be any outstanding/on-file for this contact."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:247
|
||||
#: ../../content/applications/essentials/contacts.rst:234
|
||||
msgid "If the contact is a partner, the user can visit their partner page on the Odoo-built website by clicking the :guilabel:`Go to Website` smart button."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:251
|
||||
#: ../../content/applications/essentials/contacts.rst:238
|
||||
msgid "Archive contacts"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:253
|
||||
#: ../../content/applications/essentials/contacts.rst:240
|
||||
msgid "If a user decides they no longer want to have this contact active, the record can be archived. To do that, go to the :icon:`fa-cog` :guilabel:`Action` menu at the top of the contact form, and click :guilabel:`Archive`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:257
|
||||
#: ../../content/applications/essentials/contacts.rst:244
|
||||
msgid "Then, click :guilabel:`OK` from the resulting :guilabel:`Confirmation` pop-up window."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:259
|
||||
#: ../../content/applications/essentials/contacts.rst:246
|
||||
msgid "With this contact successfully archived, as indicated by a banner at the top, they do not show up in the main contacts page, but they can still be searched for with the :guilabel:`Archived` filter."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:263
|
||||
#: ../../content/applications/essentials/contacts.rst:250
|
||||
msgid "A contact can be *unarchived*, if the user decides to work with them again. To do that, just click the :icon:`fa-cog` :guilabel:`Action` menu again at the top of the archived contact form, and click :guilabel:`Unarchive`. Upon doing so, the :guilabel:`Archived` banner is removed, and the contact is restored."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:269
|
||||
#: ../../content/applications/essentials/contacts.rst:256
|
||||
msgid ":doc:`Add different addresses in CRM <../sales/sales/send_quotations/different_addresses>`"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:270
|
||||
#: ../../content/applications/essentials/contacts.rst:257
|
||||
msgid "`Odoo's eLearning Contacts tutorial <https://www.odoo.com/slides/slide/contacts-2527?fullscreen=1>`_"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/contacts/merge.rst:3
|
||||
msgid "Merge contacts"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/contacts/merge.rst:5
|
||||
msgid "Odoo's *Contacts* application allows user's to merge duplicate contacts, without losing any information in the process. This keeps the database organized, and prevents contacts from being contacted by more than one salesperson."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/contacts/merge.rst:12
|
||||
msgid "Merge duplicate contacts"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/contacts/merge.rst:15
|
||||
msgid "Merging is an irreversible action. Do **not** merge contacts unless absolutely certain they should be combined."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/contacts/merge.rst:18
|
||||
msgid "Navigate to the :menuselection:`Contacts app`, and select the :icon:`oi-view-list` :guilabel:`(list)` icon. Select two or more duplicate contacts from the list, and tick the checkbox (on the far-left) for the contacts that should be merged. Then, click the :icon:`fa-cog` :guilabel:`Actions` icon, and select :guilabel:`Merge` from the resulting drop-down menu."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/contacts/merge.rst:-1
|
||||
msgid "The merge contacts option in the Contacts application."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/contacts/merge.rst:27
|
||||
msgid "This opens the :guilabel:`Merge` pop-up window. From here, review the details of the contacts before confirming they should be merged. If any contacts in the list should **not** be merged, click the :icon:`fa-times` :guilabel:`(delete)` icon at the far right of the contact."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/contacts/merge.rst:32
|
||||
msgid "Click the individual contact to open the record for that contact, and view additional information."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/contacts/merge.rst:-1
|
||||
msgid "The merge pop-up window in the Contacts application."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/contacts/merge.rst:39
|
||||
msgid "Click the :guilabel:`Destination Contact` field, and select an option from the drop-down list. This field defaults to the contact record that was created first in the system."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/contacts/merge.rst:42
|
||||
msgid "After confirming the information on the pop-up window, click :guilabel:`Merge Contacts`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/contacts/merge.rst:45
|
||||
msgid "Deduplicate contacts"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/contacts/merge.rst:47
|
||||
msgid "After the merge is finished, a pop-up window appears confirming it is complete. This pop-up window also contains a :guilabel:`Deduplicate the other Contacts` button. This feature searches for duplicated records, based on selected criteria, and merges them automatically, or after manual approval."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/contacts/merge.rst:52
|
||||
msgid "Click the :guilabel:`Deduplicate the other Contacts` button to open the :guilabel:`Deduplicate Contacts` pop-up window."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/contacts/merge.rst:55
|
||||
msgid "Select one or more fields to be used in the search for duplicated records. Duplicated contacts can be searched, based on the following criteria:"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/contacts/merge.rst:58
|
||||
msgid ":guilabel:`Email`"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/contacts/merge.rst:59
|
||||
msgid ":guilabel:`Name`"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/contacts/merge.rst:60
|
||||
msgid ":guilabel:`Is Company`"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/contacts/merge.rst:61
|
||||
msgid ":guilabel:`VAT`"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/contacts/merge.rst:62
|
||||
msgid ":guilabel:`Parent Company`"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/contacts/merge.rst:65
|
||||
msgid "If more than one field is selected, only records that have **all** fields in common are suggested as duplicates."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/contacts/merge.rst:68
|
||||
msgid "If necessary, select criteria to be used to exclude potential duplicates from the search. Potential duplicates can be excluded from the search, based on the following criteria:"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/contacts/merge.rst:71
|
||||
msgid ":guilabel:`A user associated to the contact`"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/contacts/merge.rst:72
|
||||
msgid ":guilabel:`Journal Items associated to the contact`"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/contacts/merge.rst:74
|
||||
msgid "After confirming the search criteria, click either :guilabel:`Merge with Manual Check`, :guilabel:`Merge Automatically`, or :guilabel:`Merge Automatically all process`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/contacts/merge.rst:77
|
||||
msgid "If :guilabel:`Merge with Manual Check` is selected, complete the merge by following the :ref:`steps above <contacts/merge-duplicate>`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/export_import_data.rst:3
|
||||
msgid "Export and import data"
|
||||
msgstr ""
|
||||
|
||||
Reference in New Issue
Block a user