CRM Duplicates Real Time Search

by
Odoo 2
v 12.0 Third Party 30

86.00 €

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Technical name crm_duplicates
LicenseSee License tab
Websitehttps://odootools.com/apps/12.0/crm-duplicates-real-time-search-254
Read description for v 11.0 v 10.0 v 9.0 v 8.0
Required Apps CRM (crm)
Technical name crm_duplicates
LicenseSee License tab
Websitehttps://odootools.com/apps/12.0/crm-duplicates-real-time-search-254
Read description for v 11.0 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 leads, opportunities and customers.

The tool is compatible with both Odoo Enterprise and Odoo Community.

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

Search of duplicates is real-time. You see results as soon as you save a partner or an opportunity
The tool is fully configurable. Duplicates are defined according to your flexibly set up rules
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. Besides, use the special filter for duplicates analysis
As duplicates criteria use any field of the following types: char (name, email, phone, mobile, etc.), text (descriptions), many2one (reference for a parent company or a related customer), selection (for instance, type), date and datetime (e.g. birthday), integer and float (any unique code or even planned revenue)
A document is considered as a duplicate, if it satisfies any of criteria. For all types except 'char', a duplicate should have absolutely the same value (e.g. '123' = '123', but '123' is not equal '1234').
[Only for soft search] For char fields it is the operator 'ilike', thus, 'agro' is considered to be a potential duplicate of 'Agrolait' (but Agrolait is not considered as a duplicate of 'agro')
The module supports multi companies. Duplicates are searched within a certain company. Thus, there may be equal objects related to different corporates
New For partners duplicates you may restrict search only for companies and stand-alone individuals. If the option is checked, Odoo will search only for and only among partners without parent
The app is fully compatible with the Odoo standard tool to merge opportunities
The module features depend on your Odoo version. Please select required one on the top right of this page
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

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.

To contact us please register in our support system. Registration form is available by any link below. Registration doesn't take more than 30 seconds. No phone number or credit card are required
Odoo Proprietary License v1.0

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modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

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by depending on it, importing it and using its resources), but without copying
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Please log in to comment on this module

Odoo
Re: philippe.thuaud@safecoms.com
by on

Hello Philippe, the module would work in case of import in the following way: 1. In case of rigid duplicates, Odoo would throw an error and would stop import 2. In case of soft duplicates, Odoo would import all lines, but afterwards you would be able to find duplicates by indicative buttons and filters. If you mean other features, you can contacts us on the page: https://odootools.com/my/tickets/newticket?&x_custom_1=x_option_31&x_custom_2=x_option_2&url_type_id=2. We are always willing to improve our tools


Odoo
by on

Does your module also check when we use the import functionality of the system? like importing contacts and importing leads?


Odoo
works fine for me
by on

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!


Odoo
New feature implementation notice
by on

Hello Mr. Bergman, as promised we added the feature of searching partners' duplicates only for and among companies and stand-alone individuals (partners without a parent). Besides, we have optimized the module to the extent it is reasonably possible to do. To apply changes: just get the most recent code from the store. Thank you for your feedback and for forcing us being better. P.S. a while ago we wrote to you a direct message with questions and a few clarifications, but we haven't receive a response. Please check your spam box.


Odoo
@uwe.bergmann@nethinks.com
by on

Hello, we are sorry that you had bad experience with our tool. But does it really worth 2 (!) stars killing rating? The app does everything included into the description. By your comments: (1) minor slowdowns (1 second?) are the price for real time search and filtering. How is it possible to do that differently? (2) contacts / companies: this feature is never mentioned, but we would anyway include it in our to-do list, it would be implemented within a week We anyway apologize that our tool doesn’t suit your expectations


Odoo
Good idea - could be better programmed
by on

In common it is - for me - not worth the money. It slows down Odoo if implemented. There is no possibility to decide between contacts and companies. I would deduplicate only companies and I get all contacts displayed as possible duplicates.