[TITLE]
使用合作伙伴自动完成快速丰富联系人信息

[DESCRIPTION]
合作伙伴自动完成可在 Odoo 中通过企业数据快速丰富联系人信息，支持公司名称或税号自动填充，配置简便，需预付积分使用，并遵循 GDPR 法规。

[KEYWORDS]
合作伙伴自动完成, 联系人, 企业数据, Odoo, IAP, 预付积分, GDPR, 税号, 地址, 配置

[TRANSLATED_CONTENT]

Enrich contacts with partner autocomplete

Partner autocomplete enriches the contacts database with corporate
data. In any module, enter the new company name into the
Customer field
([partner_id] technical field), and select one of the
companies suggested in the drop-down menu. Instantly get valuable
company information full of hard-to-find data for a desired company.

:::: important
::: title
Important
:::
A company cannot already be manually entered in the Contacts
application prior to enriching it with data.
::::

The information provided by partner autocomplete can include general
information about the business (including full business name and logo),
Phone number,
Email, Tax ID, address and UNSPSC activities as
Tags.

:::: important
::: title
Important
:::
When getting a company’s contact information make sure to be aware of
the latest EU regulations. For more information about General Data
Protection Regulation refer to: Odoo GDPR. In
Odoo, individual contact information cannot be searched for with the
partner autocomplete feature.
::::

Go to Settings app --> Contacts section. Then, activate the Partner Autocomplete feature, by ticking the
checkbox beside it, and clicking Save.

{.align-center}

From any module, as the user is typing in the name of a new company
contact, Odoo reveals a large drop-down menu of potential match
suggestions. If any are selected, the contact is then populated with
corporate data related to that specific selection.

For example, after typing [Odoo], the following information
populates:

{.align-center}

:::: tip
::: title
Tip
:::
Partner Autocomplete also works if a
VAT (value-added tax) number is entered
instead of company name.
::::

Partner Autocomplete is an In-App Purchase (IAP) service, which
requires prepaid credits to be used. Each request consumes one credit.

To buy credits, go to
Settings app --> Contacts section. Then, locate either the
Partner Autocomplete feature and
click Buy credits, or locate the
Odoo IAP feature and click
View My Services. From the
resulting page, select a desired package.

:::: note
::: title
Note
:::
If the database runs out of credits, the only information populated when
clicking on the suggested company will be the website link and the logo.

Learn about our Privacy Policy.
::::

:::: note
::: title
Note
:::
Enterprise Odoo users with a valid subscription get free credits to test
IAP (In-App Purchase) features before deciding to
purchase more credits for the database. This includes demo/training
databases, educational databases, and one-app-free databases.
::::

::: seealso
../../../essentials/in_app_purchase
:::

[SUMMARY]

使用合作伙伴自动完成丰富联系人信息

  • 合作伙伴自动完成可将企业数据注入联系人数据库
  • 在任意模块的 Customer（partner_id）字段输入公司名称即可选择下拉建议
  • 自动获取公司全称、logo、电话、邮箱、税号、地址、UNSPSC 标签等信息
  • 在使用自动完成前，不能在联系人应用中手动录入该公司
  • 获取公司联系信息时需遵守欧盟 GDPR 法规，个人联系信息不支持搜索
  • 前往 设置应用 → 联系人 区域
  • 勾选 Partner Autocomplete 并保存
  • 输入新公司名称时弹出匹配下拉列表，选择后自动填充企业数据
  • 支持使用 VAT 税号 进行搜索
  • 为 IAP 服务，需要预付积分，每次请求消耗 1 积分
  • 在 设置 → 联系人 中购买积分或查看服务
  • 积分耗尽时仅显示网站链接和 logo
  • 企业版用户可免费获取测试积分
  • 参见 ../../../essentials/in_app_purchase