In the previous post, we covered how to create a basic contact record. Now let's go deeper: how do you link a person to a company, how do you use tags to organize contacts, and how do you build segments for targeted outreach?
Company-Person Relationship
In Odoo 19, contacts follow a parent-child structure. A company is the parent; the people who work there are the children.
How to Link a Person to a Company
Step 1: Open or create the company record.
Step 2: Go to the Contacts & Addresses tab.
Step 3: Click Add a line and select the person's contact type:
- Contact — general employee
- Invoice Address — the person who receives invoices
- Delivery Address — the person who receives deliveries
- Other Address — any other purpose
Step 4: Enter the person's name, job position, email, and phone.
TIP: When you open the company card, all linked people appear together. In CRM and Sales, when you select the company as a customer, the linked contacts appear as options for the contact person field — no need to search separately.
Individual Person Linked to a Company
Alternatively, you can create the person as a separate contact and link them to the company via the Company field:
Contact Form → Company field → Select the company
Both approaches give the same result. For large companies with many contacts, managing from the company card is cleaner.
Address Types
Each contact can have multiple address entries, each with a different purpose:
| Address Type | When It's Used |
| Contact | Default address — used across all modules |
| Invoice Address | Pulled automatically when creating an invoice |
| Delivery Address | Pulled automatically when creating a delivery order |
| Other Address | Any custom purpose |
TIP: For companies that send invoices to headquarters but receive deliveries at a warehouse, setting up separate Invoice and Delivery addresses saves time on every transaction.
Tags: Organize and Filter Your Contacts
Tags are colored labels you can assign to contacts. They make filtering and grouping fast.
Creating Tags
Contacts → Configuration → Tags → New
Give the tag a name and pick a color. Examples:
VIP Customer(gold)Cold Lead(blue)Partner(green)Newsletter(purple)
Assigning Tags to a Contact
Open the contact card → Tags field → select one or more tags.
A contact can have multiple tags at the same time.
Filtering by Tag
In the Contacts list:
Search bar → Tags → Select tag
Or use the Filters menu to combine multiple tags.
Segmentation: Save Filters as Groups
Segmentation in Odoo means saving a set of filters as a reusable view — so you don't have to rebuild the same search every time.
How to Create a Segment
Step 1: In the Contacts list, apply the filters you want. For example:
- Country = Turkey
- Is Customer = Yes
- Tag = VIP Customer
Step 2: Click the search bar dropdown arrow → Save current filter.
Step 3: Give the filter a name (e.g., "Turkish VIP Customers") and save.
The saved filter appears under Filters in the search bar from now on.
TIP: Saved filters work across Email Marketing and SMS Marketing too. When sending a campaign, you can load your saved contact segment directly as the recipient list.
The Sales & Purchase Tab
Every contact card has a Sales & Purchase tab that controls how that contact behaves across your business workflows.
| Field | What It Does |
| Salesperson | Assigns a responsible salesperson — auto-populated on new quotes |
| Payment Terms | Default payment terms for invoices (e.g., 30 days, immediate) |
| Pricelist | Assigns a specific pricelist — useful for VIP or wholesale customers |
| Purchase Payment Terms | Separate payment terms for vendor bills |
TIP: Setting payment terms on the contact record means you never have to set them manually on each invoice. Odoo pulls them automatically when the contact is selected.
The Accounting Tab
The Accounting tab appears when the Accounting module is installed. It lets you:
- Add bank accounts — store the contact's IBAN/bank details for payments
- Set invoice follow-up — flag contacts for automatic payment reminders
Contact Form → Accounting tab → Save Bank Account
Once a bank account is saved here, it's available as a payment destination whenever you process a vendor payment — no need to enter it again.
Smart Buttons
When a contact has activity in other modules, Odoo displays smart buttons at the top of the contact card. These are live counters that link directly to related records:
| Button | Links To |
| Opportunities | Open CRM opportunities for this contact |
| Sales Orders | All sales orders placed by this contact |
| Invoices | Invoices issued to this contact |
| Meetings | Scheduled calendar meetings |
| Vendor Bills | Bills received from this supplier |
TIP: Smart buttons give you a 360° view of a contact without leaving the contact card. Click any button to drill straight into the related records.
Duplicate Detection
Odoo 19 automatically warns you when a new contact looks like an existing one (same name, email, or phone). You can then choose to merge the records.
Contacts → Configuration → Merge Contacts (for manual deduplication)
WARNING: Before importing a contact list from Excel, run the duplicate check first. Importing without checking can create hundreds of duplicate records that are hard to clean up later.
Summary
With company-person relationships, tabs, tags, and segmentation, your Contacts module becomes a proper CRM database:
- Every person is correctly linked to their company
- Addresses route invoices and deliveries to the right place automatically
- The Sales & Purchase tab sets defaults that flow through every transaction
- Bank accounts saved here are reused across all payment workflows
- Smart buttons give instant access to the full history of any contact
- Tags and saved filters power targeted campaigns in seconds
In the next post, we'll look at bulk data import — loading customer and vendor records from Excel into Odoo.
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Odoo 19 Kontaklar — Şirket-Kişi İlişkisi, Etiketler ve Segmentasyon