102.53

v 14.0 Third Party 26
Live Preview
Lines of code 312
Technical Name partner_duplicates
LicenseSee License tab
Websitehttps://faotools.com/apps/14.0/contacts-duplicates-real-time-search-495
Also available in version v 13.0 v 11.0 v 12.0
You bought this module and need support? Click here!
Lines of code 312
Technical Name partner_duplicates
LicenseSee License tab
Websitehttps://faotools.com/apps/14.0/contacts-duplicates-real-time-search-495
Also available in version v 13.0 v 11.0 v 12.0

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 search of duplicates

The tool detects duplicates for Odoo partners each time a document is opened or saved: on kanban, tree, and form views. It means that the search is done in real time and takes into account all recent changes

Soft and rigid duplicates

The tool let you both strictly avoid duplicates and/or just warn of those. Use rigid criteria to fully exclude duplicates creation. Use soft criteria to only notify Odoo users of possible duplicates

Configurable duplicates' criteria

Duplicates are defined according to the rules which you set up. A rule is a field according to which an item is considered as a copy. For example, an email or a name. A customer is considered as a duplicate, if it satisfies any of criteria

Duplicates detection by storable fields

As a duplicate criteria use any stored field of the following types: char, text, many2one, selection, date and datetime, integer and float

Compatible with Odoo standard features

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

Smart partners' consideration

The tool let restrict search only to companies and stand-alone individuals (without company). In such a case simple contacts would not be excluded from duplicates detection.

Odoo configure soft and rigid criteria to search duplicates
Odoo partners duplicates kanban view and filter
Odoo partners rigid duplicates

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

Configurable duplicates criteria

  • Define by your own which Odoo partner fields should be used to search duplicates
  • Search criteria for rigid and soft duplicates are set up independently
  • 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 fields a duplicate should have absolutely the same value. For example, '123' equals '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 restrict search only for companies and stand-alone individuals. If the option is checked, Odoo will search only for and only among customers without a parent.

Performance issues

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.

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 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 Odoo contacts
  • Saving changes after update of partners.

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 Odoo customers

Odoo configure soft and rigid criteria to search duplicates

Instant access to customer possible duplicates

Odoo partners duplicates kanban view and filter

Warn users of possible customers duplicates

Odoo search partners duplicates

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

Odoo partners rigid duplicates

Partners tree: control potential duplicates

Customers list possible duplicates

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=13&ticket_version=14.0&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=13&ticket_version=14.0&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=13&ticket_version=14.0&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=13&ticket_version=14.0&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=13&ticket_version=14.0&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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If I buy this one, do I need also the one for CRM ?
by
David Thiercelin
on 11/17/20, 4:31 AM

If I buy this one, do I need also the one for CRM ?

Re: If I buy this one, do I need also the one for CRM ?
by
Odoo Tools
on 11/17/20, 5:18 AM Author

Hello!

The app Contacts Duplicates Real Time Search (https://apps.odoo.com/apps/modules/14.0/partner_duplicates) is a limited version of the module CRM Duplicates Real Time Search (https://apps.odoo.com/apps/modules/14.0/crm_duplicates/).

You should use only ONE of those modules within a single Odoo database:

  1. Contacts Duplicates Real Time Search - if you would like to detect duplicates among partners only and you do not use the core Odoo app crm

  2. CRM Duplicates Real Time Search -  - if you would like to detect duplicates among partners and opportunities. The core app crm is required in such a case.