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Contacts Duplicates Real Time Search

by
Odoo

$ 32.48

v 13.0 Third Party 76
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Contacts (contacts)
• Discuss (mail)
Lines of code 313
Technical Name partner_duplicates
LicenseSee License tab
Websitehttps://faotools.com/apps/13.0/contacts-duplicates-real-time-search-13-0-partner-duplicates-384
Versions 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Contacts (contacts)
• Discuss (mail)
Lines of code 313
Technical Name partner_duplicates
LicenseSee License tab
Websitehttps://faotools.com/apps/13.0/contacts-duplicates-real-time-search-13-0-partner-duplicates-384
Versions 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0
This is an Odoo partner manager tool to exclude double work and broken communication through fore-handed exposure of duplicates of contacts: customers, suppliers, any Odoo partners

Real-time duplicates search

The apps check possible duplicates each time a user opens or saves 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 customers' kanban with 80 items, and you have 10,000 partners, 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 Odoo contacts
  • Saving changes after update of partners

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 partner possible duplicates from kanban

Duplicates kanban view

Contacts overall duplicates analysis

Filter customers duplicates

Partners tree: observe potential duplciates counter

Customers list possible duplicates

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, e.g. email or 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 (e.g, reference for a parent company), selection (for instance, type), date and datetime (e.g. birthday), integer and float (any unique code or even a credit limit).

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').

You may also 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 contacts

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 partner, 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 partner if there is a rigid duplicate found

Odoo partners rigid duplicates

Warn salespersons of possible contact duplicates

Odoo search customers 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 partners' duplicates might be merged through the standard Odoo merging tool.

Very satisfied, ideal tool for real and potential duplicates

We use it on Odoo V12 enterprise with our helpdesk application and we can easily manage potential and real duplicates ! Thanks you to Odoo Tools

-- Nicolas

According to the current Odoo Apps Store policies:

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

Take into account that the faOtools team does not control those policies. For all questions, please contact the Odoo Apps Store representatives directly.

The easiest approach is to use the Odoo store built-in workflow:

1. Open the module's page and click the button Deploy on odoo.sh

2. After that, you will be redirected to the GitHub page. Login to your account and click 'Create a new repo' or use the existing one. Please, make sure, that your repository is private. It is not permitted to publish the apps under the OPL-1 license. If necessary, create a new repo for your Odoo.sh project

3. Then, go to odoo.sh and click on the deploy button, submit the decision in the pop-up window and click 'Continue'. The action will trigger the installation process.

These steps will install the app for your project production branch. If you want to deploy the apps for other branches or update the module, you should undertake the following actions:

1. Upload the source code for the app from the Odoo store

2. Commit the module to a required GitHub repository. Make sure that none of the app folders/files are ignored (included in the .gitignore of your repo). Repositories are automatically created by odoo.sh, which might add by default some crucial items there (e.g. /lib). You should upload all module directories, subdirectories, and files without exceptions

3. Deploy a target branch of the odoo.sh project or wait until it is automatically built if your settings assume that.

1. Unzip the source code of the purchased tools in one of your Odoo add-ons' directories;
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 'Activate'/'Install';
6. Follow the guidelines on the app's page if those exist.

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

A 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).

No, we distribute the tools only through the official Odoo apps store

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

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

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.  

The price for our modules is set up in euros. The Odoo store converts prices in others currencies according to its internal exchange rate. Thus, the price in US Dollars may change, when exchange rate changes.

Configure soft and rigid criteria to search duplicates of contacts

Odoo configure soft and rigid criteria to search duplicates

Users can't save a partner if there is a rigid duplicate found

Odoo partners rigid duplicates

Warn salespersons of possible contact duplicates

Odoo search customers duplicates

Instant access to partner possible duplicates from kanban

Duplicates kanban view

Contacts overall duplicates analysis

Filter customers duplicates

Partners tree: observe potential duplciates counter

Customers list possible duplicates

Bug reporting

In case you have faced any bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes within 60 days after the 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/s/zkzfn7

No phone number or credit card is 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: screenshots, Odoo server logs, a full description of how to reproduce your problem, and so on. Usually, it takes a few business days to prepare a working plan for an issue (if a bug is confirmed) or provide you with guidelines on what should be done (otherwise).

Public features requests 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 in our to-do list.

Such a to-do list is processed on a regular basis and does not assume extra fees. Although 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/s/fqoizc

No phone number or credit card is 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 with 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/s/3cxi5t

About the team

faOtools (faotools.com, former odootools.com) is the developers and business analysts team that helps you extend Odoo's potential. We have communicated with end users to whom the software became the primary business tool since 2012. As a result, we are proud of the dozens of successful apps that have been developed. We are open to new ideas and challenges to create the best Odoo tools for business needs worldwide.

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Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
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).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
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ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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Transfer license to another user
by
Mayte Montaño
on 8/20/20, 3:49 PM Confirmed Purchase

Hello:


I bought this module for my company, I did it with my personal username and I need to transfer the license/ownership to the company, how can I do that?

Thanks
Mayte

Re: Transfer license to another user
by
Odoo Tools
on 8/21/20, 5:53 AM Author

Hello!

The app vendors do not have control over the Odoo store portal and can't manage licenses therefore. Please contact the store representatives directly using the email address apps@odoo.com or through the contact us form. 

Thank you for choosing our tools!

How will this app work with a record rule that only displays contact to the assigned salesperson?
by
shrey@jasani.ae
on 11/21/19, 4:10 AM

I'd like to identify duplicates, but I also have a record rule to restrict access to contacts only for the assigned salesperson or multiple salespersons. Can your work work with this rule?

Re: How will this app work with a record rule that only displays contact to the assigned salesperson?
by
Odoo Tools
on 11/21/19, 6:54 AM Author

Hello! In case a user can not access partners which are considered as soft/rigid duplicates, all checks would be anyway done and would be done for all possible partners even not available. So, this user, would see the soft duplicates counter and would be not able to save a rigid duplicate even he/she cannot see such contacts. Feel free to contact us by any further issues through our support portal: https://odootools.com/my/tickets/newticket?&x_custom_1=x_option_82&x_custom_2=x_option_125&x_custom_3=x_option_7&url_type_id=4