This module aims to provide generic means to model relations between partners.
Examples would be ‘is sibling of’ or ‘is friend of’, but also ‘has contract X with’ or ‘is assistant of’. This way, you can encode your knowledge about your partners directly in your partner list.
Table of contents
Before being able to use relations, you’ll have define some first. Do that in Contacts / Relations / Partner relations.
A relation type has a name for both sides.
To have an assistant-relation, you would name one side ‘is assistant of’ and the other side ‘has assistant’.
The Partner Type fields allow to constrain what type of partners can be used on the left and right sides of the relation.
If you leave these fields empty, the relation is applicable to all types of partners.
You may use categories (tags) to further specify the type of partners.
You could for example enforce the ‘is member of’ relation to accept only companies with the label ‘Organization’ on the right side.
A reflexive relation type allows a partner to be in relation with himself.
For example, the CEO of a company could be his own manager.
A symetric relation has the same value for the left and right sides.
For example, in a competitor relation, both companies are competitors of each other.
When the configuration of a relation type changes, some relations between 2 partners may become invalid.
For example, if the left partner type is set to Person and a relation already exists with a company on the right side, that relation becomes invalid.
What happens with invalid relations is customizable on the relation type.
4 possible behaviors are available:
To search for existing relations, go to Contacts / Relations / Relations.
To find all assistants in your database, fill in ‘assistant’ and autocomplete will propose to search for this type of relation.
Now if you want to find Colleen’s assistant, you fill in ‘Colleen’ and one of the proposals is to search for partners having a relation with Colleen.
A smart button is available on the partner form view to display the list of relations.
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
This module is maintained by the OCA.
OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.
This module is part of the OCA/partner-contact project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.