Contacts Duplicates Real Time Searchby Odoo Tools
This is the partner managers' 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'.
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, e.g. email or 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 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.
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 in the Odoo Apps Store
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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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, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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How will this app work with a record rule that only displays contact to the assigned salesperson?
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?
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