Customer Portal
The "Customer Portal"module enhances the Odoo website by providing a dedicated portal for managing customer contacts.Users can view, add, and manage child contacts with a responsive UI contact creation.It also includes custom views, dynamic country/state handling, and integration into the portal dashboard.
All Features
Interactive Contact Cards
Displays customer contacts in sleek, responsive cards with key details and profile images.
Customer Contact Overview
View all child contacts associated with customers in a structured portal layout.
One-Click Contact Creation
Create new child customer instantly via a modal form no page reload required.
Mobile-Optimized Layout
Fully responsive UI ensures smooth experience across desktop, tablet, and phone views.
Documentation
Navigate to Settings > Users & Companies > Users to manage user-specific configurations.
If the Customers Visible On Portal checkbox is enabled, the Customer button will be displayed on the website.
The "Customers" button in the portal dashboard, linking users to a dedicated view for managing customer contacts.
Clicking the "Customers" button opens a structured list view of customer contacts with their name, email, and phone details.
Users can easily switch between List View and Kanban View using the toggle icons, allowing flexible visualization of customer contact information.
The Customer Details Page allows users to view, manage, and update their contact information seamlessly through an intuitive and editable interface.
Click the Add button to easily create and link child contacts under the main customer profile.
Click the Add button to open a popup contact form, allowing you to enter and save child contact details under the main customer.
Releases
Version 20.0.1.0 | Released on : 08thOctober 2026
FAQs
- Only users with portal access can view and manage customers through the website interface.
- Yes, you can click the Add button to create and manage child contacts associated with a parent customer.
- Absolutely! The module supports both List View and Kanban View for flexible contact management.
- Yes, the contact form includes fields for address, GSTIN, and other business-specific details.
- Yes, the module is easy to install and user-friendly with seamless integration into the Odoo portal.
- Please Contact Us At support@mindphin.com To Request Customization.
Our Services
Odoo Implementation
Odoo Customization
Odoo Database Migration
Odoo Training
Support & Maintenance
Mobile Apps
