Contact by Function

base_contact_function · OCA/partner-contact

    Repository
    OCA/partner-contact · module folder · Try on Runboat
    Module version
    1.0
    Category
    Customer Relationship Management
    Folder size
    0.06 MB
    License
    LGPL-3
    Application
    No
    Auto-installable
    No
    Website
    http://www.savoirfairelinux.com
    Last tracking update
    2026-08-07 06:56:11
    Authors
    Savoir-faire Linux, Odoo Community Association (OCA)
    Maintainers
    Savoir-faire Linux
    Committers
    Alexandre Fayolle, Sandy Carter, Stéphane Bidoul (ACSONE), OCA Transbot
    Odoo dependencies
    OCA/partner-contact:
    - base_contact
    odoo/odoo:
    - base
    - process
    - web
    - contacts
    - mail
    - base_setup
    - web_kanban
    Python dependencies
    None
    System dependencies
    None
    Required by
    base_contact_function_partner_firstname
    Description
    Contacts by Functions
=====================

This module allows you to manage contacts by functions.

A person can occupy many job positions in many organizations and you may need
to retrieve all your contacts for a given job position.

This module replaces the single "job position" field on a contact and gives
the possibility to declare many functions (i.e job positions) for a contact.
You can also manage the functions on the organization
(res.partner is_company=True) itself.

To retrieve contacts by functions, categories (tags) are used in order to group
similar functions in a single category. Within a category, you can declare
the sequence of functions so you could use this sequence to sort the contacts
of this category by their function.

When you have functions for your contacts and functions for the categories you
can tag the contacts (manually or automatically with the segmentation tool) and
search with the tag name.

E.g.:
You may need to have a category such as 'Head of State' to quickly identify
contacts that occupies the functions 'President', 'Prime minister' or 'King'.
For protocol reasons, you may want to have 'Kings' sorted first.

Contributors
------------
* El Hadji Dem (elhadji.dem@savoirfairelinux.com)
* Sandy Carter (sandy.carter@savoirfairelinux.com)

    Code Analysis ⓘ

    Views touched (9)
    XML IDNameModelTypeStatus
    function_form_view Function Form View res.partner.function form New
    function_tree_view Function Tree View res.partner.function tree New
    view_contact_by_function_form contact.functions.form.inherit res.partner form Inherits base.view_partner_form
    view_partner_category_form_admin List Form res.partner.category tree New
    view_partner_category_functions_form Partner Categories Functions res.partner.category form Inherits base.view_partner_category_form
    view_partner_category_list_admin List Tree res.partner.category tree New
    view_partner_simple_form res.partner.simplified.form res.partner form New
    view_partner_tree_country_address res.partner tree Inherits base.view_partner_tree
    view_position_info_form position.info.form.inherit res.partner form Inherits base_contact.view_partner_form_inherit
    HTTP endpoints (0)

    No HTTP endpoints found for this module.

    Models touched (4)

    New fields (0)

    No new fields.

    Public methods (1)
    • onchange_partner_function(self, cr, uid, ids, part, context=None)

    New fields (0)

    No new fields.

    Public methods (1)
    • name_search(self, cr, user, name='', args=None, operator='ilike', context=None, limit=100)

    New fields (0)

    No new fields.

    Public methods (0)

    No public methods.

    New fields (0)

    No new fields.

    Public methods (0)

    No public methods.