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Odoo contacts that update themselves: GCNA connections in the Odoo Phone System

GCNA ·

A CRM is only as good as its contact data, and nobody likes retyping a new phone number. With GCNA's Odoo Phone System, your contacts keep their own Odoo records current.

In short

  • After an answered call with someone outside your company, the phone offers to send your contact info.
  • The recipient accepts by link and gets a free GCNA account if they have none.
  • The connection links to the Odoo contact with the same email, which shows “GCNA connected”.
  • When they change their GCNA business card, Odoo takes over the new details automatically.

Sending your contact info from Odoo

GCNA's Odoo Phone System embeds a business phone in Odoo. After an answered call with someone outside your company, the phone asks whether you want to stay in contact and send your contact info. You can also send it at any time with "Send Contact Info". GCNA emails your card, with a vCard attachment and an accept link, from its own address; replies go to you.

What the recipient does

They open the link, see who invites them, enter their name and company and accept the terms. If they have no GCNA account, they get one free of charge, mapped to their organisation by their email domain. If they already have one, accepting simply adds the connection.

How the connection arrives in Odoo

Odoo checks for accepted invitations regularly. An accepted connection is linked to the Odoo contact with the same email address, which then shows a "GCNA connected" badge. If no such contact exists yet, the phone lists the person under "Accepted your invitation", and you create the contact with one click, provided your Odoo user may create contacts. Nothing is created behind your back.

When a connection changes their details

When they save a new phone number, role, company or address on their GCNA business card, two things happen: everyone connected receives an email with the new details and a fresh vCard, and in Odoo the linked contact takes over the change automatically. The same works in the other direction: your changes reach their Odoo, and their inbox.

Permissions stay as they are

Each Odoo user sends invitations as themselves and sees their own invitations. Odoo's record rules and access rights apply to every contact GCNA links or creates.

What it costs

Connections and contact updates are part of the free GCNA business network. The Odoo Phone System itself and enterprise features are subject to the price list.

Questions and answers

Does GCNA create Odoo contacts automatically?

It links an accepted connection to the existing Odoo contact with the same email. If none exists, you create the contact with one click; GCNA does not create it on its own.

How do contact changes reach Odoo?

When a connection saves a change to their GCNA business card, the linked Odoo contact takes over the new details automatically, and everyone connected also receives the change by email.

Does the recipient need Odoo?

No. Anyone can accept an invitation and gets a free GCNA account if they have none.

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