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Tag: Contacts

How to Create Quick Contacts in Odoo 19 CRM | Odoo 19 CRM Tutorials | Odoo 19 Tutorials | Odoo 19 – CBMS Odoo ERP
Odoo ERP

How to Create Quick Contacts in Odoo 19 CRM | Odoo 19 CRM Tutorials | Odoo 19 Tutorials | Odoo 19 – CBMS Odoo ERP

Quick-create contacts Link a new contact directly to a company in the new Kanban card when creating a lead. #Odoo19 #Odoo19CRM #OdooTutorials #Odoo19NewFeatures #Odoo19ReleaseDate #QuickContactsOdoo #OdooCRM #Odoo19Tips #OdooBeginners #CRMtutorials #Odoo19CRMTutorial #OdooNewFeatures #QuickContacts #Odoo19Tutorials #CRMTips #SalesAutomation #BusinessSoftware #ERP #Odoo #OdooExperience2025 #ProductivityTips #CRMSoftware #LeadManagement #DigitalTransformation Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ […]

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How to Clean Your Contacts Using the Deduplication Menu in Odoo 18 | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP
Odoo 18

How to Clean Your Contacts Using the Deduplication Menu in Odoo 18 | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP

Clean Up Your Contact List: A Guide to Deduplication in Odoo 18 Keep your contact database organized and efficient with Odoo 18’s powerful deduplication tool. This video will show you how to identify and merge duplicate contacts, ensuring a clean and accurate contact list. Key Topics Covered: Understanding Duplicate Contacts Accessing the Deduplication Menu Configuring […]

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Contacts | Getting Started – CBMS Odoo ERP
Odoo Tutorials

Contacts | Getting Started – CBMS Odoo ERP

In this video, learn how to manage contacts in Odoo. **Check out more Odoo tutorials** – 1.g Odoo Calendar (not live yet) – 1.d Schedule Activities – 1.e Odoo Discuss: Direct Messages & Voice/Video Calls **App documentation** – Import/export contacts: – All docs: **See what Odoo can do for you!** – Schedule a demo:  – Start […]

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Contacts Module in Odoo 17 | Complete Odoo 17 Contact App Demo | Odoo 17 Functional Tutorials – CBMS Odoo ERP
Odoo 17

Contacts Module in Odoo 17 | Complete Odoo 17 Contact App Demo | Odoo 17 Functional Tutorials – CBMS Odoo ERP

This module explains the Contacts module in Odoo 17. Odoo has a dynamic contact management module that allows you to record all contact information for your organization’s employees and customers. This module allows you to manage contact information with ease and clarity. This module will serve as a dedicated digital address book, allowing you to […]

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How to Configure Multiple Address for a Contact in Odoo 16 Contacts App | Odoo 16 Contacts App Demo – CBMS Odoo ERP
Odoo 16

How to Configure Multiple Address for a Contact in Odoo 16 Contacts App | Odoo 16 Contacts App Demo – CBMS Odoo ERP

Contact management of vendors, contractors, customers, and clients assists in the smooth functioning of a business. In some instances, most firms struggle to maintain an address with different individuals in the organization. #odoo16 Video Chapters 00:00 – Introduction 01:00 – How to Create a Contact? 04:04 – How to Create Multiple Contacts for an Individual? […]

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How to Clean Your Contacts Using the Deduplication Menu in Odoo 16 | Odoo 16 Data Cleaning – CBMS Odoo ERP
Odoo 16

How to Clean Your Contacts Using the Deduplication Menu in Odoo 16 | Odoo 16 Data Cleaning – CBMS Odoo ERP

This video explains about cleaning the contacts using Deduplication rules in Odoo16. Data cleaning is the process of eliminating unwanted documents such as duplicated, undesirable, irrelevant, and inadequate data from your system. Video Chapters 00:00 Introduction 00:44 Rule configuration 02:54 Create contacts with the same name 04:16 Go back to data cleaning and open our […]

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How to Define Opportunities & Meetings in Odoo 15 Contacts Module | Odoo 15 Enterprise Edition – CBMS Odoo ERP
Odoo 15

How to Define Opportunities & Meetings in Odoo 15 Contacts Module | Odoo 15 Enterprise Edition – CBMS Odoo ERP

This video helps you know about Opportunities and Meetings in the Odoo 15 Contacts module. #odoo15contact Video Chapters 00:00 Introduction to Odoo Contact Module 00:32 Meetings Window 01:34 How to Create a Meeting 03:55 Options Tab 05:01 Opportunity The details of customers and employees are stored easily using the Odoo 15 Contacts module. Most people […]

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