[IMP] Contacts: Update address types

Author: jero-odoo

content/applications/essentials/contacts.rst

@@ -11,55 +11,50 @@ and business transactions.
 Contact form
 ============
 
-To create a new contact, navigate to the :menuselection:`Contacts app`, and click
-:guilabel:`Create`. A new form appears where various contact information can be added.
+To create a new contact, navigate to the :menuselection:`Contacts app`, and click :guilabel:`New`. A
+new form appears where various contact information can be added.
 
 Contact type
 ------------
 
-Odoo allows for both :guilabel:`Individual` and :guilabel:`Company` contacts. Select either
-:guilabel:`Individual` or :guilabel:`Company`, depending on the type of contact that is being added.
+Odoo allows for both *Individual* and *Company* contacts. Select either :guilabel:`Individual` or
+:guilabel:`Company`, depending on the type of contact that is being added.
 
 Name
 ----
 
-First, fill in the name of the :guilabel:`Individual` or :guilabel:`Company`. This is how the name
-appears throughout the database. This field is **mandatory**.
+First, fill in the name of the contact. This is how the name appears throughout the database. This
+field is **mandatory**.
 
 .. tip::
    :guilabel:`Individual` contacts can have a :guilabel:`Company` contact linked to it. After
-   selecting :guilabel:`Individual`, a new :guilabel:`Company Name...` field appears below the
-   first name field.
+   selecting :guilabel:`Individual`, a new :guilabel:`Company Name...` field appears below the first
+   name field.
 
 Address
 -------
 
-Next, enter the :guilabel:`Address` of the :guilabel:`Company` or :guilabel:`Individual`.
+Next, enter the :guilabel:`Address` of the contact. If the :guilabel:`Individual` option is chosen,
+then the *type of address* can be chosen from a drop-down menu. Options for this drop-down menu
+include: :guilabel:`Contact`, :guilabel:`Invoice Address`, :guilabel:`Delivery Address`,
+:guilabel:`Follow-up Address`, and :guilabel:`Other Address`.
 
-.. tip::
-   If the :guilabel:`Individual` option is chosen, then the *type of address* can be chosen from a
-   drop-down menu. Options for this drop-down menu include: :guilabel:`Contact`, :guilabel:`Invoice
-   Address`, :guilabel:`Delivery Address`, :guilabel:`Other Address`, and :guilabel:`Private
-   Address`.
+.. image:: contacts/address-type.png
+   :alt: The contact type drop-down on a new contact creation form.
 
 Additional fields
 -----------------
 
 Additional details are included on the initial form. The following fields are available:
 
-- :guilabel:`VAT`: Value Added Tax number.
-- :guilabel:`Citizen Identification`: citizen or government identification number (only available
-  on :guilabel:`Individual`).
 - :guilabel:`Job Position`: list the job position of the :guilabel:`Individual` (only available on
   :guilabel:`Individual`).
-- :guilabel:`Phone`: list phone number (with country code). Make a call, send an SMS, or WhatsApp
-  message by hovering over the field on the saved form, and clicking the desired option.
-- :guilabel:`Mobile`: list mobile phone number (with country code). Make a call, send an SMS, or
-  WhatsApp message by hovering over the field on the saved form, and clicking on the desired option.
-- :guilabel:`Email`: enter the email address with the domain.
+- :guilabel:`Tax ID`: the identification number used for tax and accounting purposes.
+- :guilabel:`Partner Level`: select the designated :ref:`partner <contacts/partner-assignment>`
+  level for this contact from the drop-down menu.
 - :guilabel:`Website`: enter the full website address, starting with `http` or `https`.
-- :guilabel:`Title`: select :guilabel:`Doctor`, :guilabel:`Madam`, :guilabel:`Miss`,
-  :guilabel:`Mister`, :guilabel:`Professor`, or create a new one directly from this field.
+- :guilabel:`Language`: enter the language used by the contact. All of the emails and documents sent
+  to this contact are then translated to the selected language.
 - :guilabel:`Tags`: enter preconfigured tags by typing them in the field, or clicking the drop-down
   menu, and selecting one. To create a new one, type the new tag in the field, and click
   :guilabel:`Create` from the resulting drop-down menu.
@@ -71,28 +66,22 @@ At the bottom of the contact form are several tabs. On the :guilabel:`Contacts &
 contacts can be added that are associated with a :guilabel:`Company` and related addresses. For
 example, a specific contact person for the company can be listed here.
 
-Multiple addresses can be added on both :guilabel:`Individual` and :guilabel:`Company` contacts. To
+Multiple addresses can be added to both :guilabel:`Individual` and :guilabel:`Company` contacts. To
 do so, click :guilabel:`Add` in the :guilabel:`Contacts & Addresses` tab. Doing so reveals a
 :guilabel:`Create Contact` pop-up form, in which additional addresses can be configured.
 
-.. image:: contacts/contact-form-add-address.png
-   :align: center
-   :alt: Add a contact/address to the contact form.
-
-On the :guilabel:`Create Contact` pop-up form, start by clicking the default :guilabel:`Other
-Address` field at the top to reveal a drop-down menu of address-related options.
-
-Select any of the following options:
+On the :guilabel:`Create Contact` pop-up form, select one of the following options for the address
+type:
 
 - :guilabel:`Contact`: adds another contact to the existing contact form.
 - :guilabel:`Invoice Address`: adds a specific invoice address to the existing contact form.
 - :guilabel:`Delivery Address`: adds a specific delivery address to the existing contact form.
-- :guilabel:`Other Address`: adds an alternate address to the existing contact form.
-- :guilabel:`Private Address`: adds a private address to the existing contact form.
+- :guilabel:`Follow-up Address`: adds a preferred address for follow-up reports and reminders about
+  overdue invoices.
+- :guilabel:`Other Address`: adds an alternate address for the company, such as a subsidiary.
 
-.. image:: contacts/create-contact-window.png
-   :align: center
-   :alt: Create a new contact/address on a contact form.
+.. image:: contacts/contact-form-add-address.png
+   :alt: Add a contact/address to the contact form.
 
 Once an option is selected, enter the corresponding contact information that should be used for the
 specified address type.
@@ -127,7 +116,7 @@ Under the :guilabel:`Sales` heading, a specific :guilabel:`Salesperson` can be a
 contact. To do that, click the :guilabel:`Salesperson` drop-down field, and select one. Create a new
 :guilabel:`Salesperson` by typing the user's name, and making the appropriate selection.
 
-Certain :guilabel:`Payment Terms`, or a certain :guilabel:`Pricelist`, can also be set, if needed.
+Certain :guilabel:`Payment Terms`, or a specific :guilabel:`Pricelist`, can also be set, if needed.
 Click the drop-down menu next to :guilabel:`Payment Terms`, and change it to one of the preselected
 :guilabel:`Payment Terms`, or :guilabel:`Create` a new one. Select the :guilabel:`Pricelist`
 drop-down menu to choose the appropriate :guilabel:`Pricelist`.
@@ -138,8 +127,7 @@ Point Of Sale section
 ~~~~~~~~~~~~~~~~~~~~~
 
 Under the :guilabel:`Point Of Sale` heading, enter a :guilabel:`Barcode` that can be used to
-identify the contact. Use the :guilabel:`Loyalty Points` field to track points the user won as part
-of a *Loyalty Program*.
+identify the contact.
 
 Purchase section
 ~~~~~~~~~~~~~~~~
@@ -150,7 +138,7 @@ Specify :guilabel:`Payment Terms`, :guilabel:`1099 Box` information, and a prefe
 Misc section
 ~~~~~~~~~~~~
 
-Under the :guilabel:`Misc.` heading, use :guilabel:`Reference` field to add any additional
+Under the :guilabel:`Misc.` heading, use the :guilabel:`Reference` field to add any additional
 information for this contact. If this contact should only be accessible for one company in a
 multi-company database, select it from the :guilabel:`Company` field drop-down list. Use the
 :guilabel:`Website` drop-down menu to restrict the publishing of this contact to one website (if
@@ -174,10 +162,12 @@ Internal Notes tab
 Following the :guilabel:`Accounting` tab is the :guilabel:`Internal Notes` tab, where notes can be
 left on this contact form, just like on the contact form noted above.
 
+.. _contacts/partner-assignment:
+
 Partner Assignment tab
 ----------------------
 
-Next is the :guilabel:`Partner Assignment` tab, which by default, includes a :guilabel:`Geolocation`
+Next is the :guilabel:`Partner Assignment` tab, which by default includes a :guilabel:`Geolocation`
 section, and other partner options, including :guilabel:`Partner Activation` and :guilabel:`Partner
 Review` configurations. These are **only** present when the *Resellers* module is installed.
 
@@ -221,17 +211,17 @@ Odoo integrates information from every single app, so there are many smart butto
    related to this customer from the *CRM* app are accessible.
 
 .. tip::
-   If the corresponding applications are installed, their related smart buttons appear
-   automatically on a contact form.
+   If the corresponding applications are installed, their related smart buttons appear automatically
+   on a contact form.
 
 A user can see any :guilabel:`Meetings`, :guilabel:`Sales`, :guilabel:`POS Orders`,
 :guilabel:`Subscriptions`, project :guilabel:`Tasks`, and the :guilabel:`More` smart button reveals
 additional options, via a drop-down menu. A user can even quickly access :guilabel:`Purchases`,
 :guilabel:`Helpdesk` tasks, :guilabel:`On-time Rate` for deliveries, :guilabel:`Invoiced`
 information, :guilabel:`Vendor Bills`, and the :guilabel:`Partner Ledger` connected to this contact.
 
-Deliveries, documents, loyalty cards, and direct debits are *also* linked to smart buttons, like
-this, should there be any outstanding/on-file for this contact.
+Deliveries, documents, loyalty cards, and direct debits are also linked to smart buttons, like this,
+should there be any related to this contact.
 
 If the contact is a partner, the user can visit their partner page on the Odoo-built website by
 clicking the :guilabel:`Go to Website` smart button.
@@ -245,8 +235,8 @@ that, go to the :icon:`fa-cog` :guilabel:`Action` menu at the top of the contact
 
 Then, click :guilabel:`OK` from the resulting :guilabel:`Confirmation` pop-up window.
 
-With this contact successfully archived, as indicated by a banner at the top, they do not show up
-in the main contacts page, but they can still be searched for with the :guilabel:`Archived` filter.
+With this contact successfully archived, as indicated by a banner at the top, they do not show up in
+the main contacts page, but they can still be searched for with the :guilabel:`Archived` filter.
 
 .. tip::
    A contact can be *unarchived*, if the user decides to work with them again. To do that, just