Contacts in several partners

• Descarga el módulo desde el repositorio de OCA (asegúrate de que se cumplan las dependencias).
• Coloca el módulo en tu directorio de addons de Odoo.
• Reinicia el servicio de Odoo.
• En Odoo, ve a Aplicaciones > Actualizar lista de aplicaciones.
• Busca e instala el módulo Partner Contact in Several Companies.

Tras la instalación, todos los contactos existentes serán de tipo Standalone (el valor predeterminado del campo contact_type).

No se necesita configuración: los nuevos contactos serán automáticamente de tipo Standalone.

Para añadir un nuevo contacto Standalone, añade un contacto como de costumbre, ya sea por sí mismo o bajo la pestaña Contacts & Addresses de un contacto existente (el Contact Type será 'Standalone' por defecto). Cualquier contacto Standalone Individual puede servir como origen para contactos Attached, ya sea que ese contacto Standalone se haya añadido por sí mismo o bajo la pestaña Contacts & Addresses de una Company o Individual existente.

Para añadir un nuevo contacto Attached:

1. Ensure that the source Standalone contact is already created, though you can create the Standalone contact on-the-fly if needed.
2. Open the contact under which you would like to add the Attached contact (usually a Company, but it could be an Individual).
3. On the Contacts & Addresses tab, click the Add button.
4. Choose the type of contact you are adding (e.g. Contact, Delivery Address, Other
   Address, etc., though usually you will select Contact).
5. Select 'Attached to existing Contact' for the Contact Type
6. Select the source Standalone contact in the Contact drop-down list (or create a new one on-the-fly). Only contacts that are Standalone and are Individuals will appear in the list.
7. Fill in the other informational fields (e.g. Address, Email, Phone, etc.) This data will not be copied or synchronized from the source Standalone contact.
8. Click the Save & Close button (or Save & New). The Attached contact will appear in the Contacts & Addresses tab of the parent Company, and in the Other Positions tab of the source Standalone contact.
9. If you later change the Name of either a Standalone or Attached contact, the Name will be synchronized between all related contacts. However, other information (e.g., Address, Email, Phone, etc.) will not be synchronized.

Searching for Contacts:

Al buscar Contacts, solo se muestran los contactos Standalone coincidentes, con el número de contactos Attached mostrado como '+ # other position(s)'. Abre el contacto Standalone y selecciona la pestaña Other Positions para ver los contactos que están 'Attached' a este contacto Standalone.

NOTES:

1. This module merely sets up a relationship between the Standalone and Attached contacts — other than 'Name', there is no address, phone, email, etc. information synchronized or carried-over from one to the other. For example, an email address in the Standalone contact is not carried over to the Attached contact when created (and indeed they can both have different email addresses). The contact Name is however synchronized between Standalone and associated Attached contacts.
2. Attached contacts are not treated as duplicates when performing the Contact Merge action due to Attached contacts being specifically removed from the results of the res_partner.search() method (i.e. only Standalone contacts are returned during a res_partner.search()).
3. This module is compatible with the OCA's Partner Contact Access Link (partner_contact_access_link) module.
4. When you install this module, existing contacts will all become Standalone contacts. If there are any child contacts of Companies that you would like to convert to Attached to an existing contact, it is a manual process: create the new Standalone contact without any parent, and then change the child contact's Contact Type from 'Standalone' to 'Attached to existing Contact' and choose the new Standalone contact that you created without any parent.


For further information:

Por favor, visita:

• https://www.odoo.com/forum/help-1
• https://github.com/OCA/partner-contact/