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Help

Export the name of the contact person in a separate column

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exportcontactsnamev14
2 Replies
3820 Tampilan
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Martins

I'm looking for a way to export the names (first name and last name) of the contact persons from the Contacts app in a separate column without an active filter. I am using odoo 14 enterprise online

What I am able to export

Name

Example Company

John Doe

Acme Corporation

Globex Corporation

Paula Poe

Tommy Toe

Soylent Corp

Initech Inc.

Richard Roe

 

Display Name

Example Company

Example Company, John Doe

Acme Corporation

Globex Corporation

Globex Corporation,  Paula Poe

Globex Corporation, Tommy Toe

Soylent Corp

Initech Inc.

Initech Inc., Richard Roe

 

Commercial Company Name

Example Company

 

Acme Corporation

Globex Corporation

 

 

Soylent Corp

Initech Inc.

 

 

What do I need to export

Contact Name

 

John Doe

 

 

Paula Poe

Tommy Toe

 

 

Richard Roe


Thanks

0
Avatar
Buang
Avatar
Martins
Penulis Jawaban Terbai

Hi Alexis Reyes! Thank you for your help!

That works, but I need the export without grouping headings (Example Company (1), Globex Corporation (2) …) in the Excel file. There should be a contact in each line (as in the default export). I also have too many contacts to manually expand the range every time.

 

In the grouped export, the names in the Excel table look like this

Display Name

Name

Company Name Entity

Example Company (1)

 

 

Example Company, John Doe

John Doe

Example Company

Globex Corporation (2)

 

 

Globex Corporation, Paula Poe

Paula Poe

Globex Corporation

Globex Corporation, Tommy Toe

Tommy Toe

Globex Corporation

Initech Inc. (1)

 

 

Initech Inc., Richard Roe

Richard Roe

Initech Inc.

Undefined (6)

 

 

Acme Corporation

Acme Corporation

Acme Corporation

Example Company

Example Company

Example Company

Globex Corporation

Globex Corporation

Globex Corporation

Initech Inc.

Initech Inc.

Initech Inc.

Soylent Corp

Soylent Corp

Soylent Corp

 

I need a list export with an extra column with the first name and last name if it is an individual contact. If a company contact is entered in the line, the "Individual Contact" cell should remain empty.

 

Display Name

Name

Individual Contact Name (First Name + Last Name )

Company Name Entity

Acme Corporation

Acme Corporation

Acme Corporation

Example Company

Example Company

Example Company

Example Company, John Doe

John Doe

John Doe

Example Company

Globex Corporation

Globex Corporation

Globex Corporation

Globex Corporation, Paula Poe

Paula Poe

Paula Poe

Globex Corporation

Globex Corporation, Tommy Toe

Tommy Toe

Tommy Toe

Globex Corporation

Initech Inc.

Initech Inc.

Initech Inc.

Initech Inc., Richard Roe

Richard Roe

Richard Roe

Initech Inc.

Soylent Corp

Soylent Corp

Soylent Corp

 

I am able to insert the column "Individual Contact Name" in the list view in Odoo with

<field name="name" string=“Individual Contact Name“ attrs="{'invisible': [('is_company', '=', True)]}"/>

But when I export the view, the Company Names are exported again in the Individual Contact Name column.

Thanks

0
Avatar
Buang
Avatar
Alexis Reyes
Jawaban Terbai

Hi Martins, try to group the contacts first by type of company. Then select all those who are person and export. Remember to always expand the range of the displayed list, so that you can select all of them. Hope this helps you.

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