v 16.0 Third Party 80
Live Preview
Required Apps CRM (crm)
Lines of code 714
Technical Name crm_duplicates
LicenseSee License tab
Websitehttps://faotools.com/apps/16.0/crm-duplicates-real-time-search-718
Also available in version v 11.0 v 9.0 v 8.0 v 14.0 v 13.0 v 10.0 v 15.0 v 12.0
You bought this module and need support? Click here!
Required Apps CRM (crm)
Lines of code 714
Technical Name crm_duplicates
LicenseSee License tab
Websitehttps://faotools.com/apps/16.0/crm-duplicates-real-time-search-718
Also available in version v 11.0 v 9.0 v 8.0 v 14.0 v 13.0 v 10.0 v 15.0 v 12.0
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.

Documentation: https://faotools.com/docs/6/crm-duplicates-real-time-search-13

Real-time search of duplicates

The tool detects duplicates for Odoo partners and opportunities. Checks are done 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 lets you both strictly avoid duplicates and/or just warn of those. Use rigid criteria to fully exclude duplicate creation. Use soft criteria to only notify salespersons 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 a copy. For example, an email or a unique number. A document is considered a duplicate if it satisfies any of the criteria

Duplicates detection by storable fields

As 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 objects related to different corporates. Found opportunities duplicates might be merged through the standard Odoo merging tool

Smart consideration

For partners, the tool lets restrict the search only to companies and stand-alone individuals (without a company). In this way, simple contacts will not be included in duplicate detection. For CRM cases, you may search duplicates only for opportunities, only for leads, or for both simultaneously. Optionally hide the kanban/tree counters to speed the loading up.

Odoo: configure soft and rigid criteria to search for duplicates
Odoo: duplicates parameters
Odoo CRM duplicates the kanban view and the filter.
Opportunities: duplicate restriction

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

Configurable duplicates criteria

  • Define on your own which fields should be used to search for duplicates
  • Search criteria for rigid and soft duplicates, for partners and opportunities, are set up independently
  • As 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 a duplicate of 'agro')
  • For CRM cases, you may restrict the duplicate detection only to opportunities or only to leads
  • For partners' duplicates, you may restrict the search only to companies and stand-alone individuals. If the option is checked, Odoo will search only for and only among partners 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 opportunities' kanban with 80 items, and you have 10,000 leads, the tool makes 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. To avoid that, you may turn off showing the counter for a corresponding view.
  • Saving changes after updating partners or leads. To avoid that, assign only soft parameters and neglect rigid ones.

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 faOtools team does not control those policies. By 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 would install the app for your project production branch. If you wanted 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 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.

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).

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 for duplicates of customers and opportunities

Odoo: configure soft and rigid criteria to search for duplicates

Configure fields to detect duplicates

Odoo: duplicates parameters

Warn salespersons of possible customer duplicates

Odoo: search partner duplicates

Instant access to customer possible duplicates

Odoo CRM duplicates the kanban view and the filter.

Warn salespersons of possible opportunity duplicates

Potential Odoo lead/opportunity duplicates

One-click access for opportunity duplicates

Lead duplicates: the kanban and the filter

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

Odoo partners: rigid duplicates

Salespersons are forbidden to save an opportunity if there is a rigid duplicate found

Opportunities: duplicate restriction

Partners tree: control potential duplicates

Customers list: possible duplicates

The number of potential opportunity duplicates is right on the opportunities list.

Opportunity duplicates counter

Odoo demonstration databases (live previews)

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

To demand such a database, press the button "Live Preview" on the top of this page or copy the link https://faotools.com/s/jc1vwu

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.

By your request, we will prepare an individual live preview database, where you would be able to apply any tests and check assumptions for 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 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/g466ae

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/ijwtyg

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/4lz7tm

About the team

faOtools (faotools.com, former odootools.com) is the team of developers and business analysts to help you extend Odoo's 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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by depending on it, importing it and using its resources), but without copying
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Download link
by
raju@enabling.co.nz
on 2/3/23, 12:28 AM Confirmed Purchase

Hi we purchased this app today and the download link does not work


Re: Download link
by
Odoo Tools
on 2/3/23, 2:11 AM Author

Hello,

I'm sorry but we do not control the Odoo store, its payment, and its distribution system. Please, check the related sale order from the Odoo portal. There should be the button 'Download' in one of the sale lines. 

If the link there also does not work, please contact the Odoo store representatives through the official email address: apps@odoo.com

Feel free to contact us with any further questions: https://faotools.com/s/4lz7tm

Re: Download link
by
Odoo Tools
on 2/3/23, 2:11 AM Author

Hello,

I'm sorry but we do not control the Odoo store, its payment, and its distribution system. Please, check the related sale order from the Odoo portal. There should be the button 'Download' in one of the sale lines. 

If the link there also does not work, please contact the Odoo store representatives through the official email address: apps@odoo.com

Feel free to contact us with any further questions: https://faotools.com/s/4lz7tm