Odoo _STU_WEB

What are the two types of contacts?

• 
  Individual & Company.

• 
  Company & Not-For-Profit.

• 
  Company & Personal.

• Individual & Not-For-Profit.

How can you archive a contact you don’t do business with anymore?

• Configuration Menu > Archive Contacts.

• 
  Select/view contact > Right click > Archive.

• Select/view contact > Action > Archive.

• 
  Select/view contact > Favorites > Archive.

Where are the SMART buttons located in Odoo?

• 
  SMART buttons are located in the top bar of the record in Odoo.

• 
  SMART buttons are located in the bottom right corner.

• 
  SMART buttons are located in the configuration menu.

• SMART buttons are not present in Odoo.

How do you specify what records in Odoo you want to export?

• Specify what to export by checking the box on the left of the record line while in List mode.

• There is no need to specify, all records will automatically download as long as they are present on the page.

• Highlight the lines you want to export.

• Action > Specify Contacts > Export.

What is the setting to make the data you’re exporting/importing compatible with Odoo?

• All data, no matter where it is exported, is import-compatible.

• Check the box labeled: “I want to update data (import-compatible export)” when exporting.

• 
  Download the template from the import data window and use the headings supplied.

• 
  Both answers B & C.

Where can you find the “Import Records” option in Odoo?

• 
  Select contacts in list view > Action > Import records.

• 
  Favorites > Import records.

• 
  Import records icon in the top bar.

• 
  Under the configuration menu.

What can you NOT see in a record’s Chatter?

• 
  Log notes.

• 
  Related sales orders.

• 
  Updates to the record information.

• Sent messages.

How do you add a follower to the record?

• Followers > Add Followers > Mention (@) the person’s name > Add Follower.

• Followers > Add Followers > Type the person’s name or email > Add Follower.

• 
  Followers > Add Followers > Copy and send the invitation link to the person.

• Followers > Add Followers > Check the box next to the person’s name > Add Follower.

What is the difference between “Send Message” and “Log Note”?

• “Log Note” can use email templates; “Send Message” can not.

• “Send Message” will notify Followers; “Log Note” will not.

• “Send Message” can send a message that is visible to external users; “Log Note” can create a note that is NOT visible to external users.

• 
  “Send Message” can attach files to its message; “Log Note” can not.

How can you view all your Discuss conversations in Odoo?

• 
  By clicking the Conversations icon in the top navigation bar.

• 
  By going to the Discuss module.

• 
  By clicking on a record and viewing its Chatter.

• 
  Both A & B are correct.