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@ -31,7 +31,29 @@ |
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Contacts by Functions |
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===================== |
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This module allows you to manage contacts by functions |
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This module allows you to manage contacts by functions. |
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A person can occupy many job positions in many organizations and you may need |
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to retrieve all your contacts for a given job position. |
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This module replaces the single "job position" field on a contact and gives |
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the possibility to declare many functions (i.e job positions) for a contact. |
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You can also manage the functions on the organization |
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(res.partner is_company=True) itself. |
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To retrieve contacts by functions, categories (tags) are used in order to group |
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similar functions in a single category. Within a category, you can declare |
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the sequence of functions so you could use this sequence to sort the contacts |
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of this category by their function. |
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When you have functions for your contacts and functions for the categories you |
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can tag the contacts (manually or automatically with the segmentation tool) and |
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search with the tag name. |
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E.g.: |
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You may need to have a category such as 'Head of State' to quickly identify |
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contacts that occupies the functions 'President', 'Prime minister' or 'King'. |
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For protocol reasons, you may want to have 'Kings' sorted first. |
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Contributors |
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