Odoo contacts apps.
Production-ready contacts modules for Odoo, designed, shipped and supported by the Cerevantix team.
14 apps
Contact Relationship Types
Configurable, directional relationships between contacts with automatic reciprocal links, validity dates and a network graph — so who relates to whom is a record, not a note.
Contacts Default View
Per-screen, per-user default view rules that survive every login — set once in Settings, overridable by each user, with every other view still one click away and no JavaScript involved.
Customer Search & Filter
Instant phone, email and city lookup with combined AND/OR search and a transparent filter preview — plus saved templates, role-based presets and bulk actions on the results.
FirstName - LastName
Split every contact's Name into addressable first, middle and last name fields — with a guided setup, a reviewable bulk-correction wizard, per-company scoping and a full audit trail.
Generate Customer Unique Reference
Guaranteed-unique contact references from configurable format templates, with per-segment prefixes, a live preview, one-click legacy back-fill, a full audit trail and reference lookup at the till.
Grant Portal Access to Contact — Bulk & Transparent
Grant portal access to hundreds of selected contacts in one run — behind a mandatory preview, with duplicates skipped, an access badge on every contact, and no invitation emails sent.
Household Family Contact Management
Household grouping with synced addresses, salutation presets, a full relationship taxonomy, an interactive family tree and household giving reports — with portal self-service for members.
Import Customers & Vendors
Guided CSV, XLS and XLSX contact imports with visual column mapping, auto-detected field suggestions, sample validation, duplicate handling and batched, resumable runs.
Partner Finder — Search by Number
Format-tolerant, ranked, search-as-you-type matching across every phone, mobile and email field in Contacts — everywhere in Odoo, not just the name search Odoo ships with.
Partner Hierarchy
A governed, multi-level tree for contact tags with branch rollup counts and one-click drill-down — instead of a flat tag list that sprawls past a few hundred records.
Partner Mass Tags Update
Bulk add, replace or remove tags across customers, vendors and contacts with filter-driven targeting, a pre-commit preview, data-loss warnings, one-click undo and reusable tag templates.
Partner Segmentation
Segment customers and vendors with hierarchical, typed partner categories, automatic assignment rules, bulk operations, multi-company scoping and a searchable industry classification tree.
Partner Sequence Codes
Automatic per-scope reference codes (contact / customer / vendor) for partners
Partner Tax ID (VAT) Uniqueness — Enforced & Audited
Enforced Tax ID uniqueness for customers and vendors, with parent/child exceptions, multi-company awareness and a real-time conflict banner — plus duplicate visualization and a full audit log.