Clients Project Linked To Contact

The Clients Project Linked to Contact feature enhances the usability of the contact form by adding a Projects smart button. This button provides a quick overview of all the projects associated with a particular client. By linking client contacts directly to their respective projects, this feature simplifies navigation and improves the user experience in project management workflows.

With this smart button, users can easily access the full list of projects related to a client without navigating through multiple menus. It helps managers and team members quickly view ongoing or completed projects tied to a contact, ensuring better coordination and streamlined operations.

Key Features

1. Smart Button Integration: Adds a Projects smart button on the contact form to provide quick access to linked projects.
2. Dynamic Linking: Automatically displays all projects associated with the selected client contact.
3. Improved Navigation: Allows users to jump directly from a contact record to the list of associated projects.
4. Enhanced Workflow: Simplifies project tracking and management by linking clients to their projects.
5. Real-Time Updates: Always shows the latest project data associated with the contact.

Example Use Case

1. A company manages multiple projects for a single client.
2. The sales or project management team needs to view all active and completed projects linked to a specific client.
3. On the Contacts form, the Projects smart button shows the count of projects linked to the client.
4. Clicking the button redirects the user to a filtered list of all the projects associated with the client, making it easier to monitor project statuses and details.

Benefits

1. Quick Access: Reduces the time spent searching for projects related to a specific client.
2. Improved Visibility: Provides a centralized view of all projects linked to a client contact.
3. Streamlined Workflows: Enhances productivity by minimizing navigation between different menus.
4. Better Coordination: Facilitates smoother communication and follow-ups with clients regarding their projects.
5. User-Friendly Interface: Intuitive and easy-to-use feature that integrates seamlessly into the contact form.

Conclusion

The Clients Project Linked to Contact feature enhances project visibility and simplifies navigation in Odoo. By providing a direct link between client contacts and their projects, it ensures efficient project tracking and better client management. This smart button is a valuable addition for businesses aiming to streamline their project workflows and improve overall operational efficiency.