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ODOO TRAINING 0805 - CONTACT MODULE

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1. Which app icon opens Odoo’s Contacts module?
Wrench and screwdriver icon Calendar icon only Envelope/mail icon Shopping cart icon Telephone icon on the main dashboard
2. Which records are stored in the Contacts module?
Only customers Leads only from CRM Only employees with user accounts Customers, vendors, and associates Only vendors
3. Where is the quick filter box in the Contacts view?
Upper left corner under the app icon Upper right corner of the module Centered above the Kanban cards Hidden in the More menu On the bottom status bar
4. What happens when you type once and press Enter in the quick filter?
It clears prior filters and shows all It opens the advanced filter builder It searches the first field in the quick list (e.g., address) It searches all fields with OR logic It searches all fields with AND logic
5. How do you make a quick filter search combine two entries with AND logic?
Use a semicolon between terms Hold Ctrl while pressing Enter Use Shift+Enter to add the second term Separate terms with a comma Click the AND checkbox next to the filter
6. What’s the default logical operator when entering two terms in the same quick filter group without Shift?
Nearest-match logic is applied NOT logic is applied AND logic is applied XOR logic is applied OR logic is applied
7. How many account banners can display at once on a contact?
Only COD and In Collections can stack Only archived shows with one other banner Only one banner at a time (highest priority wins) Two banners can display if both are checked All active banners display together
8. Which banner outranks COD when both are set?
Archived is below COD Partner Ledger outranks COD In Collections COD always outranks others National Account outranks COD
9. What automated notification occurs when Credit Hold is toggled on or off?
Nothing happens automatically An email is sent to the local account manager/customer care A text message is sent to the customer A payment is auto-collected The contact is auto-archived
10. Where is the National Account checkbox located?
Under Partner Ledger smart button On the Installed Equipment tab On the main dashboard header In the Communication Preferences tab On the Sales & Purchasing tab
11. Why should you use the location lookup for addresses?
Ensures correctly spelled city/state/ZIP and sets service center, price list, and fiscal position It imports prior statements It auto-creates invoices for the contact It assigns a salesperson automatically It generates loyalty points
12. How should a phone number with an extension be entered?
Digits plus dashes and parentheses Digits only, then space + ‘EXT’ + space + extension digits Digits only; extensions are not supported Digits plus ‘#’ then extension Digits then parentheses around extension
13. Which email should be used when a customer declines to provide an address?
do-not-email@clearwater.com none@noemail.com leave-blank noemail@none.com none
14. What does the Account Number copy button do?
Copies the account number to the clipboard for searching Creates a new quotation Emails the account number to the customer Resets the account sequence Opens the Partner Ledger directly
15. What effect does setting Water Source Type on a contact have?
It hides iron parameters It disables chlorine testing It pre-fills the water source on new water tests for that contact It changes their fiscal position It auto-schedules field service tasks
16. Which statement about smart buttons on the contact dashboard is accurate?
Only Accounting buttons display Smart buttons never hide automatically All smart buttons always show counts They only link to Sales and Invoices Some auto-hide if no data, others show with zero count, and some show totals/counts
17. Which smart button lets you create a saved payment type (token) directly?
Auto Delivery (templates) Saved Payment Types Authorize.Net Partner Ledger Payments
18. Where should spouse/secondary person info be added so emails/phones work correctly?
Put both phones in one Phone field Add as a child record via Contacts & Addresses (Other or Follow-up) Put names in parentheses next to email Create a child Delivery address type Append to the main name field (e.g., John/Jane)
19. Which child types should be created from the parent’s Contacts & Addresses tab?
Invoice and Delivery Delivery and Contact POS and Purchase Other (general) and Follow-up (copied on emails) Contact and Invoice
20. What does the Reference field on Sales & Purchasing do when set on a contact?
Locks price list from edits Creates a partner ledger entry Copies to all new Sales Orders and Invoices for that contact Schedules delivery reminders Forces tax-exempt status
21. How is a contact marked tax-exempt?
Toggle Tax Exempt; fiscal position switches to a tax‑exempt profile Create a zero-dollar invoice Set Water Source to Municipal Set Account Banner to National Account Change price list to Tax-Free
22. What populates the Installed Equipment list on a contact?
Transferring an item whose product is flagged ‘Is Equipment’ to the contact A POS order with any item Any item invoiced, regardless of type Any product sold on a quotation Only serialized items with lots
23. How are warranty expirations shown on Installed Equipment?
As months remaining only As expiration dates computed from the transfer date and months per class As the original months for each class As a Yes/No warranty flag Not displayed on the contact
24. What does the Customer Statement tab show?
Only current month invoices Only paid invoices Only delivery tickets All invoices including past due, late/print fees, and open balance list Only quotes and sales orders
25. When are printed statements generated and mailed (if enabled)?
Quarterly on the first business day Weekly every Friday On invoice creation instantly Once a month (generated around the 1st; mailed by the 2nd–3rd; due by the 20th) Daily at 6 PM local time
26. What fee applies to printed monthly statements?
$0.69 per invoice line No fee is ever applied $1.99 per invoice A $0.69 print fee per monthly statement $5.00 processing fee
27. What does ‘Excluded from Statement’ do when checked?
Changes their price list to default Auto-archives the contact Blocks all emails to the contact Prevents invoices from posting Prevents late/print fees and statement generation for that contact
28. What does the ‘Delivery Reminder’ preference do?
Emails a reminder 24 hours before Auto Delivery orders Creates a draft sales order Adds a reminder to the calendar Prints a postcard reminder weekly Sends SMS to all contacts
29. How are e‑mailed invoices sent when ‘Email Invoice’ is enabled?
Automatically about an hour after the invoice is posted On the next monthly statement run Immediately upon quotation confirmation Only if a payment token exists Only when a user clicks Send
30. What’s required to enable an Auto Pay profile for a contact?
Printed statements enabled Tax Exempt enabled National Account banner A partner ledger balance of $0 At least one active saved payment set as Preferred
31. Which Auto Pay recurrence options are available?
Monthly (on day 1–28), Per‑Invoice, or Manual Weekly or Biweekly only Quarterly only Annual only Daily only
32. Which smart button links to unpaid posted invoices specifically?
Invoiced Due Opportunities Payments Sales
33. What is the behavior difference between ‘Auto Delivery’ and the second ‘Auto Deliveries’ smart button?
Both show the same list of orders First shows POS orders; second shows tasks First shows generated Auto‑Delivery sales orders; second shows templates for that contact First shows templates; second shows invoices Both link to Inventory Transfers only
34. Which fields are auto-set by the location lookup besides address normalization?
POS Pricelist and POS Session Inventory Warehouse and Route Opportunity Stage and Credit Limit Service Center/Group, Tags, Price List, and Fiscal Position Salesperson and Payment Terms
35. Which smart button provides access to field service work orders linked to the contact?
Tasks Water Test Pictures Item Transfers Meetings
36. What is the correct way to format the phone field before pressing Enter?
Enter digits only; system applies formatting on save Use dots between groups (###.###.####) Type (###) ###‑#### with dashes Enter digits with slashes Include country code +1 and spaces
37. Which tab controls statement/invoice/receipt delivery preferences?
Sales & Purchasing Contacts & Addresses Installed Equipment Communication Preferences Customer Statement
38. What must be true to set up Auto Pay on a contact who has multiple cards?
Preferred is optional for Auto Pay All cards must be deleted except one Printed Statement must be selected National Account must be enabled One saved payment must be marked Preferred; otherwise Auto Pay cannot be enabled
39. Which smart button leads to accounting transactions (AR/AP) for the contact?
Due Invoiced Sales Payments Partner Ledger
40. Which two child-address types are explicitly discouraged when adding people under a parent contact?
Invoice and Delivery (created as children here won’t get account numbers) Opportunities and Sales Other and Follow-up Meetings and Pictures POS and Tasks