Let your customers manage their own contacts — safely
Contact Portal Management turns Odoo's read-only customer portal into a full self-service address book — with permissions, validation, and approvals built in.
The problem
Odoo's native portal is largely read-only for contact data. When a customer needs a new delivery address, a new buyer added to the account, or a stale phone number fixed, they email the vendor and wait for someone to key it in — a steady stream of low-value tickets for the back office and a dead end for the buyer.
The solution
Contact Portal Management gives portal users a searchable address book with full create/edit/archive on their own account's contacts, visual address-type cards, and per-user permissions — while validation, duplicate detection, and an optional approval step keep the back office's data clean.
Everything a self-service address book needs
Every capability below is implemented in the module.
Full Portal Contact CRUD
Portal users create, edit, and archive their own account's child contacts directly from ``/my/contacts`` — no support ticket required.
Visual Address-Type Cards
Contact, invoice, delivery, and other addresses are chosen with labeled cards instead of a dropdown, and one address per type can be marked the default.
Searchable Address Book
Search by name or email, filter by address type, sort, and group the portal contact list — the native portal has none of this.
Per-User Permission Matrix
Grant each portal user a view / create / edit / delete permission set per company account, so multi-user accounts stay under control.
Validation & Duplicate Detection
Required fields and email format are checked at point of entry, and likely duplicates on the account are caught before they are saved.
Optional Approval Workflow
Turn on approvals to hold portal-submitted contacts as pending until internal staff approve or reject them with a reason.
Audit Trail on Every Contact
Every portal-managed contact records who submitted it and when, with an internal chatter note raised for review.
Live Sync to the Back Office
Portal changes act on the same ``res.partner`` records the back office uses — no shadow data set, no separate sync step.
No-Code Portal Menu Toggle
Enable the Contacts card on My Account, the approval policy, and the duplicate-match rule all from General Settings — no developer needed.
How it works
Grant portal access
An admin assigns each portal user a view / create / edit / delete permission grant for their company account.
Manage contacts from the portal
The portal user adds or edits contacts at ``/my/contacts``, choosing an address type with the visual cards.
Validate on submit
Email format and required fields are checked, and likely duplicates on the account are flagged before saving.
Approve & sync
If approvals are on, staff review pending contacts; otherwise the change lands in the back office immediately.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No, it builds on top of it. The native billing/delivery address forms still work; this module adds a searchable address book, full CRUD with visual address-type cards, per-user permissions, and an optional approval workflow that the native portal does not have.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Contact Portal Management
Full contact and address CRUD in the customer portal, with visual address-type cards, a searchable book, a per-user permission matrix, duplicate detection and an optional approval step before anything reaches the back office.
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