Customers¶

The Customers applet is a contact and customer management tool for sales teams. It lets you browse, search, create, edit, and delete customer records linked to Odoo CRM, and manage portal access credentials.

Access¶


Login required	Yes — Sales Service Account (SA)
Applet slug	`customer-management`

Customer List¶

The main screen shows all customers associated with the active SA.

Customer Management list — search by name, email, or phone. Filter by type and date period. Tap **+ New Customer** to create a record.

Searching & Filtering¶

Control	Description
Search bar	Search across name, phone, and email
All	Show all customer types
Individual	Show individual (person) contacts only
Company	Show company contacts only
Period filter	Filter by creation date: All Time, Today, 3, 5, 7, 14, or 30 days

Customer Cards¶

Each card displays the customer's avatar (initials or company icon), full name, phone, email, city, and type badge (Individual / Company). Tap a card to open the detail view.

Customer Detail¶

The detail screen shows the full record grouped into three sections.

Section	Fields
Contact	Type, phone number, email address
Address	Street, city, ZIP code
Account	Portal password — view, copy, or reset

Password reset

Resetting the portal password calls the Odoo API and typically sets the password to the customer's phone number.

Actions¶

Action	How to trigger
Edit	Tap the edit button (bottom right)
Delete	Tap the delete icon in the header — a confirmation modal appears before deletion

Creating a Customer¶

Tap + New Customer on the list screen to open the create form.

New Customer form — toggle between Individual and Company, fill in personal details, contact info, and address, then tap **New Customer** to save.

Form Fields¶

Field	Required	Notes
First name / Last name	Yes (Individual)	Replaced by Company name when type is Company
Email address	One of email or phone
Phone number	One of email or phone	Includes country code selector
Street address	Yes
City	Yes
ZIP / Postal code	Yes

Toggle between Individual and Company at the top of the form — this controls which name fields are shown.

Editing a Customer¶

Tap Edit from the customer detail screen. All fields are editable. Changes are saved to Odoo on submission.

Deleting a Customer¶

Tap the delete icon from the customer detail screen. A confirmation modal prevents accidental deletion. The record is permanently removed from Odoo.