Find any customer instantly — and trust the result
Search customers by phone, email or city with real-time suggestions, see the exact filter logic before you run it, and act on results with saved templates and bulk messaging — all with no activity-tracking clutter.
The problem
Odoo's native contact search is built for name-based lookup, so finding a customer by the phone number read off a caller ID, an email fragment, or a city means scrolling or building an ad-hoc filter every time. Teams can never tell if a filter is doing an exact match or a contains search until the results come back wrong, empty, or inconsistent.
The solution
A focused customer search tool that shows its work: every search previews its exact filter logic and match count before you run it. Quick phone, email and city lookups, combined AND/OR criteria on any stored field, saved and shared search templates, and bulk actions on the results — with no activity dashboard bolted on to confuse the product.
Everything you need to find a customer fast
Every capability below is implemented in the module.
Instant Phone & City Lookup
Type a phone number, email or city into the live suggestion field and matching customers appear instantly — built for the inbound-call moment when speed matters most.
Quick Email & City Filters
Narrow a contact list by a partial email address or a city in one field each — no need to know the exact stored value to find the right customer.
Combined AND/OR Search
Stack multiple criteria and choose Match ALL or Match ANY to combine them — reliable multi-field search with behavior you can predict every time.
Transparent Filter Preview
Before you click search, a plain-language preview spells out exactly which fields, operators (contains, is exactly, is set, and more) and values are being applied.
Custom-Field Filtering
Pick any stored customer field — job position, VAT, reference and more — as a search criterion, not just the standard phone, email and city attributes.
Saved Search Templates
Save a frequent search once with its full criteria and match mode, then reload or run it in one click instead of rebuilding the filter every day.
Shared Presets by Role
Mark a template as a shared preset, scoped to a department or role, so a whole team gets consistent default searches with no setup of their own.
Result Count Before You Load
Every template and wizard shows the live match count as you build a filter, with a clear message when nothing matches, so a search never ends in a silent empty screen.
Bulk Actions on Results
Turn a filtered list straight into action: send a bulk message to every matched customer or export the list, right from the results view.
How it works
Open the Search Wizard
Start a new search, or load a saved template or shared preset to begin from an existing filter.
Enter Your Criteria
Use the quick phone, email and city fields, or add criteria rows on any stored field with the operator you need.
Review the Live Preview
Check the plain-language filter logic and the match count before anything runs, so you know exactly what to expect.
Run and Take Action
Open the matching customers, then message or export them in bulk, or save the search as a template for next time.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. This module is deliberately focused on customer search and filtering only, so you always know exactly what you are getting — no bundled activity dashboards or cross-module task tracking.
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.
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.
Buy on Odoo App Store