This is the sales managers' tool to exclude double work and broken communication through fore-handed exposure of duplicates of leads, opportunities and customers.
Search of duplicates is real-time. You see results as soon as you save a partner or an opportunity
The tool is fully configurable. Duplicates are defined according to your flexibly set up rules
Use rigid criteria to fully exclude duplicates creation. Odoo would not allow salespersons to save a customer or an opportunity, 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. Besides, use the special filter for duplicates analysis
As duplicates criteria use any 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)
A document is considered as a duplicate, if it satisfies any of criteria. For all types except 'char', a duplicate should have absolutely the same value (e.g. '123' = '123', but '123' is not equal '1234').
[Only for soft search] For 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')
The module supports multi companies. Duplicates are searched within a certain company. Thus, there may be equal objects related to different corporates
The app is fully compatible with the Odoo standard tool to merge opportunities
The module features depend on your Odoo version.
Please select required one on the top right of this page
CRM Daily Reminder
The tool to notify salespersons of topical activities by leads and opportunities
The tool to build deep and structured knowledge base for internal and external use
Configure soft and rigid criteria to search duplicates of customers and opportunities
Users can't save a customer if there is a rigid duplicate found
Warn salespersons of possible customers duplicates
Instant access to customer possible duplicates from kanban
Partners overall duplicates analysis
Partners tree: observe potential duplciates counter
Salespersons are forbidden save an opportunity if there is a rigid duplicate found
Warn salespersons of possible opportunites duplicates
One-click access for opportunities duplicates from kanban view
Filter opportunities with possible duplicates
Number of potential opportunities duplicates right in the opportunities' list
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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