Confirm or fix a client match

Skeleton page

Stub — headings are in place; steps still to be written.

Each correspondence item is matched to a client, optionally via Odoo res.partner. A confident match auto-fills; an ambiguous one waits for you.

Steps

1. Open the item and read the proposed match. (TODO)
2. If correct, confirm it. (TODO)
3. If wrong or ambiguous, search and select the right client. (TODO)
4. If no client fits, see No client matched.

See also

• Review a correspondence item · Handle an exception