| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 430 |
| Technical Name |
ts_merge_multi_records |
| License | OPL-1 |
| Website | https://technians.com/odoo |
| Versions | 16.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 430 |
| Technical Name |
ts_merge_multi_records |
| License | OPL-1 |
| Website | https://technians.com/odoo |
| Versions | 16.0 |
Community
Enterprise
Merge Multiple Records.
This application makes it easy to merge CRM lead records with a two-step process. Users can delete duplicates, retain one record, or utilize custom combinations. It makes lead management easy, ensuring an organized and updated CRM system.
"This app facilitates the merging of lead records through a straightforward two-step process, making it easy with just a few clicks."
Latest Features
Easily retain a single lead record and remove duplicates, keeping your CRM clean and accurate. This straightforward process eliminates clutter, ensuring your system stays organized, efficient, and optimized for smoother operations.
Merge lead records with customized data fields to retain all essential information while keeping your CRM organized. This process ensures that relevant details are preserved, eliminating clutter and improving the accuracy and efficiency.
Click on the CRM button
When you click on 'Leads', all the records will be displayed on the screen.
Merge Record- Keep one Remove other
Select the leads record and when you click on action a drop-down will open
Select Merge Records button from that drop-down
Select one option from the merge type
CLICK ON KEEP ONE REMOVE OTHERS
All the selected leads will appear on the screen
Click on leads to keep and select the lead record you want to keep between the duplicate leads
After filling the details for leads to keep, Click on Merge Records
A New Lead is generated
Merge Record- Custom Combination
Select the leads and click on actions
Select Merge Records button from that drop-down
In merge type click on Custom Combination
A wizard will open this screen to you, select Custom Combination in Merge Type
Here, select the records accordingly and then click on the Create Records.
A New Lead has been generated based on the information you have provided.
Why Technians
We excel in crafting customized Odoo solutions to meet the unique needs of our clients. Our developers work closely with businesses to understand their requirements and develop modules, applications, and workflows that seamlessly integrate with the Odoo framework. Our team has the expertise to ensure a smooth and efficient integration process.We focus on enhancing functionality and optimizing performance. . Our agency offers comprehensive training sessions and consultations to empower your team with the knowledge and skills needed to leverage Odoo's full potential.
Version 16.0
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Got questions or need help? Get in touch.
Related Apps
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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