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Required Apps CRM (crm)
Lines of code 623
Technical Name crm_duplicates
LicenseSee License tab
Websitehttps://faotools.com/apps/12.0/crm-duplicates-real-time-search-254
Also available in version v 11.0 v 13.0 v 10.0 v 8.0 v 9.0
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Required Apps CRM (crm)
Lines of code 623
Technical Name crm_duplicates
LicenseSee License tab
Websitehttps://faotools.com/apps/12.0/crm-duplicates-real-time-search-254
Also available in version v 11.0 v 13.0 v 10.0 v 8.0 v 9.0
If you do not use CRM and searches for the tool only for partners' duplicates, look at the tool Contacts Duplicates Real Time Search
This is an Odoo sales manager tool to exclude double work and broken communication through fore-handed exposure of duplicates of customers and opportunities.

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'.

Since the search is done in real-time Odoo has to check all shown records for duplicates among all existing records. For example, when you open opportunities' kanban with 80 items, and you have 10,000 leads, the tool make 80 searches by your criteria among 10000 documents. It may result in slowdowns of the following operations:

  • Opening kanban and list views of customers and opportunities
  • Saving changes after update of partners and opportunities

The tool is optimized to make searches as efficient as Odoo ORM allows it. Simultaneously, with a growing number of documents a search will become slower.

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

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

Configurable duplicates' criteria

Duplicates are defined according to set of rules which you set up. 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.

As a duplicate criteria use any stored 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).

For all field a duplicate should have absolutely the same value (e.g. '123' = '123', but '123' is not equal '1234'). Only for the case of soft search by 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').

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.

Configure soft and rigid criteria to search duplicates of customers and opportunities

Odoo configure soft and rigid criteria to search duplicates

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.

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

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

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

According to the current Odoo Apps Store policies:

  • every module bought for the version 12.0 and prior gives you an access to the all versions up to 12.0.
  • starting from the version 13.0, every version of the module should be purchased separately.
  • disregarding the version, purchasing a tool grants you a right for all updates and bug fixes within a major version.

Take into account that Odoo Tools team does not control those policies. By all questions please contact the Odoo Apps Store representativesdirectly.

  1. Restart your Odoo server and update the module

  2. Clean your browser cache (Ctrl + Shift + R) or open Odoo in a private window.

Yes, sure. Take into account that Odoo automatically adds all dependencies to a cart. You should exclude previously purchased tools.

Regretfully, we do not have a technical possibility to provide individual prices.

  1. Unzip source code of purchased tools in one of your Odoo add-ons directory

  2. Re-start the Odoo server

  3. Turn on the developer mode (technical settings)

  4. Update the apps' list (the apps' menu)

  5. Find the app and push the button 'Install'

  6. Follow the guidelines on the app's page if those exist.

Sorry, but no. We distribute the tools only through theofficial Odoo apps store

Yes, all modules marked in dependencies are absolutely required for a correct work of our tool. Take into account that price marked on the app page already includes all necessary dependencies.  

No, third party apps can not be used on Odoo Online.

Red / orange warning itself does not influence features of the app. Regretfully, sometimes our modules do not pass standard automatic tests, since the latter assumes behavior which is in conflict with our apps goals. For example, we change price calculation, while standard Odoo module tests compare final price to standard algorithm.

So, first of all, please check deployed database features. Does everything work correctly?

If you still assume that warning influences real features, please contact us and forward full installation logs and the full lists of deployed modules (including core and third party ones).

As soon as you purchased the app, the button 'Deploy on Odoo.sh' will appear on the app's page in the Odoo store. Push this button and follow the instructions.

Take into account that for paid tools you need to have a private GIT repository linked to your Odoo.sh projects

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

Odoo demonstration databases (live previews)

For this app we might provide a free personalized demo database.

To demand such database: press the button "Live Preview" on the top of this page or copy the link https://faotools.com/my/tickets/newticket?&url_app_id=16&ticket_version=12.0&url_type_id=3

No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.

By your request we will prepare an individual live preview database, where you would be able to apply any tests and to check assumptions during 14 days.

Bug reporting

In case you have faced any bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes during 60 days after a purchase, while even after this period we are strongly interested to improve our tools.

To send us a bug report: press the "Website" link on the top of this page and push the button "Bug Report" (the tab Support). Alternatively, copy the link https://faotools.com/my/tickets/newticket?&url_app_id=16&ticket_version=12.0&url_type_id=1

No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.

Please include in your request as many details as possible: screen shots, Odoo server logs, full description of how to re-produce your problem, and so on. Usually it takes a few business days to prepare a working plan by an issue (if a bug is confirmed) or provide you with guidelines what should be done (otherwise).

Public features request and module ideas (free development)

We are strongly motivated to improve our tools and would be grateful for any sort of feedback. In case your requirements are of public use and might be efficiently implemented, the team would include those into our to-do list.

Such to-do list is processed on a regular basis and does not assume extra fees. Altough we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.

To share ideas: press the "Website" link on the top of this page and push the button "Share Features Ideas" (the tab Support). Alternatively, copy the link https://faotools.com/my/tickets/newticket?&url_app_id=16&ticket_version=12.0&url_type_id=5

No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.

New features and extra Odoo services (individual development)

Each of our apps might be customized and extended to suit your specific requirements.

Our customization team (itlibertas.com) fulfills not only such jobs but it also provides a full range of Odoo services. From simple modifications and consultations to complex enterprise projects. The team has completed over 100 implementations since 2012, and might help with any technical or business needs.

To contact us for details and conditions: press the "Website" link on the top of this page and push the button "Request Individual Customization" (the tab Support). Alternatively, copy the link https://faotools.com/my/tickets/newticket?&url_app_id=16&ticket_version=12.0&url_type_id=2

No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.

Questions and misc issues

Feel free to contact us by any other concerns, doubts, or questions: press the "Website" link on the top of this page and push the button "Raise Question" (the tab Support). Alternatively, copy the link https://faotools.com/my/tickets/newticket?&url_app_id=16&ticket_version=12.0&url_type_id=4

About the team

faOtools (faotools.com, former odootools.com) 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 apps for business needs all over the world.

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works fine for me
by
Marcus Elberg
on 12/26/18, 2:01 PM

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!


Good idea - could be better programmed
by
uwe.bergmann@nethinks.com
on 12/13/18, 12:40 PM

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.


Istalation error
by
accounts5@rdp.in
on 6/19/19, 10:59 AM Confirmed Purchase

Error while importing module 'crm_duplicates': 'Error while validating constraint\n\nField `company_duplicate_id` does not exist\n\nError context:\nView `res.config.settings.view.form`\n[view_id: 2834, xml_id: n/a, model: res.config.settings, parent_id: 153]\nNone\n\n res.config.settings.view.form\n res.config.settings\n \n \n \n <xpath expr="//div[@data-key=\'crm\']" position="inside">\n

CRM Duplicates

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\n Select criteria, how to search partner duplicates.\n Odoo would show such duplicates on a special button, but would allow to save such object!\n
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\n Select criteria, how to search partner duplicates.\n Odoo would not allow to save a duplicate in comparison the soft fields.\n
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\n If checked duplicates would be searched only for and among\n partners without parent. In such a way all contacts would be excluded\n
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\n Select criteria, how to search opportunities duplicates.\n Odoo would show such duplicates on a special button, but would allow to save such object!\n
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\n Select criteria, how to search opportunities duplicates.\n Odoo would not allow to save a duplicate in comparison the soft fields.\n
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\n \n \n \n/tmp/tmpbv1j3tne/crm_duplicates/views/res_config_settings.xml\n4' get this error in installation process through import module form apps please guide me how to install for odoo 12 eneteprise
Re: Istalation error
by
Odoo Tools
on 6/19/19, 12:01 PM Author

Hello, to install the app you should not import it, but you should: 1. Unzip source code of the app in one of your Odoo add-ons directory 2. Re-start the Odoo server 3. Turn on the developer mode (technical settings) 4. Update the apps list (the apps' menu) 5. Find the app and push the button 'Install'. If it doesn't help you, please write to us using our support portal: https://odootools.com/my/tickets/newticket?&x_custom_1=x_option_31&x_custom_2=x_option_2&url_type_id=1


Re: philippe.thuaud@safecoms.com
by
Odoo Tools
on 2/7/19, 10:51 AM Author

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


by
philippe.thuaud@safecoms.com
on 2/6/19, 11:18 PM

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


New feature implementation notice
by
Odoo Tools
on 12/18/18, 2:21 PM Author

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.


@uwe.bergmann@nethinks.com
by
Odoo Tools
on 12/13/18, 1:24 PM Author

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