[IMP] sales: partner autocomplete rewrite

closes #9013

X-original-commit: 5bed8eb
Signed-off-by: Timothy Kukulka (tiku) <[email protected]>

Author: tiku-odoo

content/applications/sales/crm/optimize/partner_autocomplete.rst

@@ -1,48 +1,83 @@
-===================================================
-Enrich your contacts base with Partner Autocomplete
-===================================================
+=========================================
+Enrich contacts with partner autocomplete
+=========================================
 
-Partner Autocomplete helps you to enrich your contacts database with corporate data. Select one of
-the companies suggested in the dropdown, and quickly get all the information you need.
+*Partner autocomplete* enriches the contacts database with corporate data. In any module, enter the
+new company name into the :guilabel:`Customer` field (`partner_id` technical field), and select one
+of the companies suggested in the drop-down menu. Instantly get valuable company information full of
+hard-to-find data for a desired company.
+
+.. important::
+   A company **cannot** already be manually entered in the *Contacts* application prior to enriching
+   it with data.
+
+The information provided by partner autocomplete can include general information about the business
+(including full business name and logo), social media accounts, :guilabel:`Company type`,
+:guilabel:`Founded` information, :guilabel:`Sectors` information, the number of
+:guilabel:`Employees`, :guilabel:`Estimated revenue`, :guilabel:`Phone` number,
+:guilabel:`Timezone`, and :guilabel:`Technologies Used`.
+
+.. important::
+   When getting a company's contact information make sure to be aware of the latest EU regulations.
+   For more information about General Data Protection Regulation refer to: `Odoo GDPR
+   <http://odoo.com/gdpr>`_. In Odoo, individual contact information cannot be searched for with
+   the partner autocomplete feature.
 
 Configuration
 =============
 
-Go to :menuselection:`Settings --> Contacts` and activate the *Partner Autocomplete* feature.
+Go to :menuselection:`Settings app --> Contacts section`. Then, activate the :guilabel:`Partner
+Autocomplete` feature, by ticking the checkbox beside it, and clicking :guilabel:`Save`.
 
-.. image:: partner_autocomplete/settings_partner_autocomplete.png
+.. image:: partner_autocomplete/settings-partner-autocomplete.png
    :align: center
-   :alt: View of settings page and the activations of the feature in Odoo
+   :alt: View of settings page and the activations of the feature in Odoo.
 
-Enrich your contacts with corporate data
-========================================
+Enrich contacts with corporate data
+===================================
 
-| From any module, once you start to create a new contact typing the name of it, the system
-  will suggest a potential match. If you select it, the contact will be populated with corporate
-  data.
-| For example, after typing *Odoo*, you will get the following information:
+From any module, as the user is typing in the name of a new company contact, Odoo reveals a large
+drop-down menu of potential match suggestions. If any are selected, the contact is then populated
+with corporate data related to that specific selection.
 
-.. image:: partner_autocomplete/odoo_autocomplete.png
+For example, after typing `Odoo`, the following information populates:
+
+.. image:: partner_autocomplete/odoo-autocomplete.png
    :align: center
    :alt: Creating a new contact in Odoo
 
-.. image:: partner_autocomplete/odoo_info_autocomplete.png
+In the chatter, the following information populates about the company, after clicking on the desired
+pre-populated contact:
+
+.. image:: partner_autocomplete/odoo-info-autocomplete.png
    :align: center
    :alt: View of the information being shown about odoo with the autocomplete option in Odoo
 
-.. tip:: Partner Autocomplete also works if you enter a VAT number instead of a company name.
+.. tip::
+   Partner Autocomplete also works if a :abbr:`VAT (value-added tax)` number is entered instead of
+   company name.
 
 Pricing
 =======
 
-| *Partner Autocomplete* is an *In-App Purchase (IAP)* service, which requires prepaid credits to be
-  used. Each request will consume one credit.
-| To buy credits, go to :menuselection:`Settings --> Contacts --> Partner Autocomplete or Odoo IAP -->
-  View My Services` and select a package.
+*Partner Autocomplete* is an *In-App Purchase (IAP)* service, which requires prepaid credits to be
+used. Each request consumes one credit.
+
+To buy credits, go to :menuselection:`Settings app --> Contacts section`. Then, locate either the
+:guilabel:`Partner Autocomplete` feature and click :guilabel:`Buy credits`, or locate the
+:guilabel:`Odoo IAP` feature and click :guilabel:`View My Services`. From the resulting page, select
+a desired package.
 
 .. note::
-   - If you run out of credits, the only information that will be populated when clicking on
-     the suggested company will be the website link and the logo.
-   - If you are on Odoo Online and you have the Enterprise version, you benefit from free trial
-     credits to test the feature.
-   - Learn about our *Privacy Policy* `here <https://iap.odoo.com/privacy#header_2>`_.
+   If the database runs out of credits, the only information populated when clicking on the
+   suggested company will be the website link and the logo.
+
+   Learn about our `Privacy Policy <https://iap.odoo.com/privacy>`_.
+
+.. note::
+   Enterprise Odoo users with a valid subscription get free credits to test :abbr:`IAP (In-App
+   Purchase)` features before deciding to purchase more credits for the database. This includes
+   demo/training databases, educational databases, and one-app-free databases.
+
+.. seealso::
+   :doc:`../../../essentials/in_app_purchase`