Enable Contact Management for Customers and Vendors in Website
Customer/Vendor Portal: Manage Contacts Directly from Website
Customer/Vendor Portal: Add and Edit Contacts Seamlessly
This app empowers customers, vendors, and partners to efficiently manage their company contacts directly from the Odoo portal. After logging into the My Account section, users can view all contacts linked to their company. The portal also provides intuitive functionality to add new contacts or edit existing ones, delivering a seamless self service experience that enhances user autonomy and reduces administrative overhead.
Main Features:
- View Company Contacts from the Portal:
- Customers, vendors, or partners can conveniently view all contacts associated with their company by accessing the My Account section in the portal.
- Add New Contacts via the Portal:
- Portal users can create new contacts for their company through an intuitive self service interface, reducing the need for internal administrative input.
- Edit Existing Contacts in the Portal:
- Users can update and maintain accurate contact details by editing existing company contacts directly from the portal.
- Track Portal Created Contacts:
- A checkbox appears on the backend contact form to clearly indicate whether a contact was created through the portal, giving administrators visibility into user activity.
- User Friendly Self Service Experience:
- Designed to empower external users with easy to use tools for managing contact information without requiring backend access.