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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