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Support Process: Creating a contact in Odoo

By
Carla Reed
on 4/7/19, 12:57 PM 9 views

Creating a contact in Odoo


How do I create a resident contact in Odoo?

You can create a resident contact in Odoo by clicking on the “Opened by” line on your ticket and selecting “Create and edit”

Please add the name of the resident on the name line

Please select "resident" under the contact type

Once all of the necessary information is filled out, please select save


What information is required to be filled out?

When filling out the contact information for a resident please provide the email address & phone number.


How do I create a contact for a property representative in Odoo?

You can create a property contact in Odoo by clicking on the “Opened by” line on your ticket and selecting “Create and edit”

Please add the name of the representative on the name line

Please select "key contact" or "champion" under the contact type

Once all of the necessary information is filled out, please select save


What information is required to be filled out?

When filling out the contact information for the representative, please provide the email address & phone number.


How do I determine which type of contact to use?

Key Contact: Property Manager

Champion: House Account contact or a member of the leasing staff who is responsible for managing the Luxer One system.


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Asked: 4/7/19, 12:57 PM
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Last updated: 4/7/19, 12:57 PM