Introduction
Odoo 18 offers a robust Contacts module that simplifies managing and locating business relationships. Searching by company name is a common and essential task, especially for businesses maintaining large databases of contacts. By leveraging Odoo’s search and filtering tools, you can quickly find relevant contacts associated with specific companies, saving time and improving efficiency.
Steps to Search by Company Name in Odoo 18 Contacts
Access the Contacts Module:
- pen the Contacts application from the Odoo dashboard.
Utilize the Search Bar:
- Use the Search… bar at the top of the contacts list to type the company name or a portion of it.
- Odoo will instantly display results matching your query.
Apply Filters for Precision:
- Click on the Filters dropdown menu.
- Select Add Custom Filter.
- Define the filter:
- Field: Select Company Name.
- Operator: Choose contains.
- Value: Input the desired company name or keyword.
- Click Apply to refine the search results.
Save the Search for Future Use:
- After setting your filter, click on the Favorites dropdown.
- Choose Save current search and give it a name.
- This saved search can be easily accessed later for similar queries.
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Conclusion
Odoo 18’s search and filter capabilities in the Contacts module make it easy to find records associated with a specific company name. By utilizing these steps, you can streamline your workflow, maintain accurate records, and save valuable time. Whether you’re managing a few clients or a vast network of businesses, Odoo’s intuitive tools ensure efficiency and accuracy in contact management.
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FAQ's
Can I search for contacts by company name directly in Odoo 18 without applying any filters?
Yes. Odoo 18 allows you to search for contacts by simply typing the company name or even a partial keyword into the search bar at the top of the Contacts module. The system will instantly display all matching results in real time, making it quick and easy to locate the contact you need without having to set up any additional filters.
What is the difference between using the search bar and applying a custom filter to find contacts by company name in Odoo 18?
The search bar in Odoo 18 performs a general search across multiple fields, which is great for quick lookups. A custom filter, on the other hand, lets you search specifically by the Company Name field using operators like “contains,” giving you more precise and refined results. For large contact databases where accuracy is critical, using a custom filter is the more reliable approach.
Can I save a company name search in Odoo 18 to reuse it later?
Yes. After applying your search or custom filter in the Contacts module, you can save it for future use by clicking the Favorites dropdown and selecting “Save current search.” You can name the saved search for easy identification and access it anytime directly from the search bar eliminating the need to set up the same filter repeatedly.
Is it possible to search for all individual contacts linked to a specific company in Odoo 18?
Yes. When you search by company name in Odoo 18, the results will include not only the company record itself but also all individual contacts associated with that company. This makes it easy to view the complete list of employees, representatives, or stakeholders linked to a specific business from a single search.
Can I combine a company name search with other filters in Odoo 18 Contacts?
Absolutely. Odoo 18’s Contacts module supports combining multiple filters simultaneously. For example, you can search by company name and add additional filters such as country, industry, or contact type to further narrow down your results. This multi-filter capability is especially useful for businesses managing large and diverse contact databases.
What should I do if a company name search in Odoo 18 returns no results despite the contact existing in the system?
If your search returns no results, there are a few things to check. First, make sure you are using the correct spelling or try a partial keyword instead of the full name. Second, verify that the contact is correctly categorized as a company in the system and that the Company Name field has been properly filled in. If the contact was added as an individual without a company name linked, it may not appear in a company-specific search. Using the custom filter with the “contains” operator can also help catch partial or slightly different name entries.
