联系人¶
联系人是在 联系人 应用程序中为公司通过 Odoo 开展业务的客户创建的。联系人是重要业务信息的存储库，可促进沟通和业务交易。
联系登记表¶
To create a new contact, navigate to the , and click New. A new form appears where various contact information can be added.
注解
Some fields may be slightly different depending on the fiscal localization that is installed on the databse.
联系方式¶
Odoo allows for both Individual and Company contacts. Select either Individual or Company, depending on the type of contact that is being added.
名称¶
First, fill in the name of the contact. This is how the name appears throughout the database. This field is mandatory.
小技巧
个人 联系人可以链接到 公司 联系人。选择 个人 后，在姓名字段下方会出现一个新的 公司名称… 字段。
地址¶
Next, enter the Address of the contact. If the Individual option is chosen, then the type of address can be chosen from a drop-down menu. Options for this drop-down menu include: Contact, Invoice Address, Delivery Address, Follow-up Address, and Other Address.
其他字段¶
其他详细信息包含在初始表格中。以下字段可用：
Job Position: list the contact’s job position (only available on Individual).
Tax ID: the identification number used for tax and accounting purposes. This may appear as Identification Number or Citizen ID depending on the country.
Partner Level: select the designated partner level for this contact from the drop-down menu.
网站：输入完整的网站地址，以
http或https开头。Language: enter the language used by the contact. All of the emails and documents sent to this contact are then translated to the selected language.
标签：在字段中输入预设标签，或点击下拉菜单并选择一个。要创建新标签，请在字段中键入新标签，然后点击下拉菜单中的 创建。
联系人和地址选项卡¶
联系人表单底部有几个选项卡。在 联系人 & 地址 选项卡上，可以添加与 公司 关联的联系人和相关地址。例如，公司的特定联系人可列在此处。
Multiple addresses can be added to contacts. To do so, click Add in the Contacts & Addresses tab. Doing so reveals a Create Contact pop-up form, in which additional addresses can be configured.
On the Create Contact pop-up form, select one of the following options for the address type:
联系人：在现有联系表单中添加另一个联系人。
发票地址：在现有联系表单中添加特定发票地址。
送货地址：在现有联系表单中添加特定送货地址。
Follow-up Address: adds a preferred address for follow-up reports and reminders about overdue invoices.
Other Address: adds an alternate address for the company, such as a subsidiary.
选择选项后，输入指定地址类型应使用的相应联系信息。
Add the Contact Name, Address, Email, along with the Phone and Mobile numbers below.
设置 工作职位，如果选择了 联系人 地址类型，则会显示该职位。这与 个人 联系人类似。
要添加备注，请点击 备注 旁边的文本字段，然后写入任何适用于客户或联系人的内容。
然后，点击 保存并关闭 保存地址，并关闭 创建联系人 窗口。或者，点击 保存并新建 保存地址，并立即输入另一个地址。
销售和采购选项卡¶
Next, is the Sales & Purchases tab, which only appears when the Sales, Purchase, or Point of Sale applications are installed.
可以在 销售与采购 选项卡上设置 财政状况。从下拉菜单中选择:guilabel:财政状况。
销售部分¶
在 销售 标题下，可为联系人指定特定的 销售人员。要执行此操作，请点击 销售人员 下拉字段并选择一个。键入用户名并进行适当选择，创建新的 销售人员 。
Certain Payment Terms, a Payment Method, or a specific Pricelist, can also be set, if needed. Click the drop-down menu next to Payment Terms, and change it to one of the preselected Payment Terms, or Create a new one. Select the Pricelist drop-down menu to choose the appropriate Pricelist.
点击 送货方式 字段，从下拉菜单中选择一个选项。
销售点部分¶
Under the Point Of Sale heading, enter a Barcode that can be used to identify the contact.
采购部分¶
在此指定 付款条款、1099 Box 信息和首选的 付款方式。还可以在此处设置 收据提醒。
杂项¶
Under the Misc. heading, enter a Citizen Identification number, if necessary for tax purposes. Use the Reference field to add any additional information for this contact.
If this contact should only be accessible for one company in a multi-company database, select it
from the Company field drop-down list. Use the Website drop-down menu to
restrict the publishing of this contact to one website (if working on a database with multiple
websites). Select one or more Website Tags to assist in filtering published customers on
the /customers website page.
Select an Industry for this contact from the drop-down menu. Use the SLA Policies field to assign a Helpdesk SLA policy to this contact.
会计选项卡¶
The Accounting tab appears when the Accounting application is installed. Here, a user can add any related Bank Accounts, or set default Accounting entries.
在 杂项 标题下，如有必要，使用 LEI 字段输入法律实体识别编码。
内部备注选项卡¶
在 会计 选项卡之后是 内部说明 选项卡，可以在此联系表单上留下备注，就像在上述联系表单上一样。
合作伙伴分配选项卡¶
Next is the Partner Assignment tab, which by default includes a Geolocation section, and other partner options, including Partner Activation and Partner Review configurations. These are only present when the Resellers module is installed.
参见
有关在网站上发布合作伙伴的更多信息，请参阅 经销商文档 。
存档联系人¶
如果用户决定不再使用该联系人，可以将记录存档。要执行此操作，请转到联系人表单顶部的 操作`菜单，然后点击 :guilabel:`存档。
Then, click Archive from the resulting Confirmation pop-up window.
如果联系人已成功存档，如顶部的横幅所示，则不会显示在主联系人页面，但仍可使用 已存档 筛选器进行搜索。
小技巧
如果用户决定再次使用联系人，可以*取消存档*。要执行此操作，只需再次点击已存档联系人表单顶部的 操作`菜单，然后点击 :guilabel:`取消存档。这样，:guilabel:`存档`横幅就会移除，联系人也会恢复。