CRM Duplicates Real Time Search

by
Odoo          
v 11.0 Third Party 36

86.00 €

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Technical name crm_duplicates
LicenseSee License tab
Websitehttps://odootools.com/apps/11.0/crm-duplicates-real-time-search-366
Read description for v 12.0 v 10.0 v 9.0 v 8.0
Required Apps CRM (crm)
Technical name crm_duplicates
LicenseSee License tab
Websitehttps://odootools.com/apps/11.0/crm-duplicates-real-time-search-366
Read description for v 12.0 v 10.0 v 9.0 v 8.0
Required Apps CRM (crm)

This is the sales managers' tool to exclude double work and broken communication through fore-handed exposure of duplicates of customers and opportunities.

If you do not use CRM and searches for the tool only for partners' duplicates, look at the tool Contacts Duplicates Real Time Search

Real-time duplicates search

The apps check possible duplicates each time a user opens or saves opportunities and partners. It means that the search is done in real time and takes into account all recent changes.
Duplicates are shown on kanban, tree, and form views. Using the special button you can open candidates to check whether those are actual duplicates. Besides, users may select possible copies by applying the filter 'Potential Duplicates'.

Configurable duplicates' criteria

Duplicates are defined according to set of rules which you define. A rule is a field by which an item is considered as copy, for example an email or a unique number. A document is considered as a duplicate, if it satisfies any of criteria.

Rigid or soft duplicates

The tool let you both strictly avoid duplicates and/or just warn of those. Use rigid criteria to fully exclude duplicates creation. Odoo would not allow salespersons to save a customer or an opportunity, if any duplicates were found by rigid rules.
Use soft criteria to warn salespersons of possible duplicates but not restrict them in such duplicates creation. An instance access to potential duplicates is available from form and kanban views.

Compatible with Odoo standard features

The module supports multi companies. Duplicates are searched within a certain company. Thus, there might be equal objects related to different corporates.
Found opportunities duplicates might be merged through the standard Odoo merging tool.

works fine for me

the module is what i need to finally get rid of mess among customers.. quite fast and indicative. The kiling feature is custom field (vin number) search. developers provided testing odoo and answered questions within an hour. good job!

Marcus Elberg in the Odoo Apps Store

Configure soft and rigid criteria to search duplicates of customers and opportunities
Odoo configure soft and rigid criteria to search duplicates
Users can't save a customer if there is a rigid duplicate found
Odoo partners rigid duplicates
Warn salespersons of possible customers duplicates
Odoo search customers duplicates
Instant access to customer possible duplicates from kanban
Duplicates kanban view
Partners overall duplicates analysis
Filter customers duplicates
Partners tree: observe potential duplciates counter
Customers list possible duplicates
Salespersons are forbidden save an opportunity if there is a rigid duplicate found
Opportunities duplicates restriction
Warn salespersons of possible opportunites duplicates
Potential leads/opportunities duplicates
One-click access for opportunities duplicates from kanban view
Opportunities kanban duplicates
Filter opportunities with possible duplicates
Odoo opportunities' duplicates filter
Number of potential opportunities duplicates right in the opportunities' list
Opportunities duplicates counter
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The module features and support depend on your Odoo version. Please select required one on the top right of this page.

We guarantee to provide a working plan by your issue within 5 days. The most of issues are solved within 2 business days.

OdooTools is the team of developers and business analysts to help you extend Odoo potential. We have been communicating with end users to whom the software became the main business tool since 2012. As a result, we are proud of dozens of successful Odoo apps developed. We are open for new ideas and challenges to create the best Odoo tools for business needs all over the world.

This tool has been developed in cooperation with IT Libertas - one of the leading Odoo integrators in Russia.

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