Partner Filtering
Search a contact by the number they called from
One search on the contacts list that looks at phone and mobile together, formatting and spaces ignored.
Partner Filtering (technical name viin_partner_filter) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for reception, support, sales, data owner.
At a Glance
The facts of Partner Filtering, version 0.1.0, in one place. Published by Viindoo.
How It Works
Type the number, pick the line.
The search offers it
Phone/Mobile sits alongside name, email and tax ID.
And the match comes back
Both fields searched at once, on the digits rather than the formatting.
The contacts themselves
Nothing else changes about how contacts are stored or read.
What You Get
A Phone/Mobile entry in the contacts search
Phone and mobile searched together, in one pass
Matches on a fragment, so the last digits are enough
Formatting and spacing ignored
Works anywhere the phone mixin is used, not only on contacts
No configuration, no new menu
More Screens
Everything below was taken on a database seeded with real business data, on this series - not a mock-up and not a screenshot from an older version.
Contacts
What This App Does Not Do
Read this before you buy. Everything below is something the app deliberately leaves to another app or to you.
Normalising stored numbers is a data project - this makes the search tolerant instead.
That needs a telephony integration; this is the search behind it.
It searches the two Odoo already has.
Which is expected - use enough digits.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use Partner Filtering?
Reception
Identifies a caller before the second ring.
Support
Finds the customer from the number on the ticket.
Sales
Checks whether a number already belongs to somebody in the base.
Data owner
Spots duplicates that share a number.
Frequently Asked Questions
What does Partner Filtering do?
One search on the contacts list that looks at phone and mobile together, formatting and spaces ignored.
What does Partner Filtering not do?
It searches; it does not clean. Normalising stored numbers is a data project - this makes the search tolerant instead. It does not identify callers automatically. That needs a telephony integration; this is the search behind it. It does not add a phone field. It searches the two Odoo already has. Very short fragments match a lot. Which is expected - use enough digits.
Who is Partner Filtering for?
Reception: Identifies a caller before the second ring. Support: Finds the customer from the number on the ticket. Sales: Checks whether a number already belongs to somebody in the base. Data owner: Spots duplicates that share a number.
Which Odoo version and editions does it support?
Odoo 17.0 - Odoo Community, Odoo Enterprise, Viindoo Cloud. Upgrades to a newer Odoo series are a separate purchase for that series.
What does it depend on?
It installs on top of: phone_validation. Odoo installs them with it.
How do I set it up?
Type the number, pick the line.
What works well with it?
Contact Change Tracking (to_partner_track_change): Who changed that number, and when. Multilingual Contacts (to_partner_multilang): One contact, several languages. CRM extensions (viin_crm): The rest of the customer layer.
Can I try it before buying?
Yes - the Live Preview button at the top of this page opens the module's own screen on a working database.
How do I get support?
Write to apps.support@viindoo.com with your Odoo version and the technical name viin_partner_filter; pre-sales questions go to sales@viindoo.com.
See Partner Filtering in Action
Live demo: v17demo-int.viindoo.com/web#action=base.action_partner_form
Need help with Partner Filtering?
For questions, implementation support or a custom feature, contact Viindoo.
Pre-Sales & Partnership
sales@viindoo.comUpgrades to a newer Odoo series are a separate purchase for that series.
All Viindoo apps: apps.odoo.com/apps/modules/browse?author=Viindoo
Technical Requirement
Changes log
0.1.0 - Latest on the 17.0 line
- The search extends Odoo's phone mixin, so it applies wherever that mixin is used.
Installation
- Navigate to Apps.
- Search with keyword viin_partner_filter.
- Press Install.
Instruction
Instruction video: Partner Filtering
Let's take a look at the following example to see how this module works. For example, a partner in Australia has a phone number of (+61) 288xxx9999.
Step 1: Set up the partner's phone/mobile number.
Go to Contacts, select the partner you want to set up, then fill in the partner's phone number/mobile number and press the Save button. You can Create a new contact if not available.
Step 2: On the search bar of the Contacts interface, enter the phone number/mobile number of the partner you want to find, ignoring the special characters.
The system will filter out exactly the partner you are looking for.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software.
The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software.
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