Auto Merge Contact With Related Transaction,
The Contact Merge module aims to automatically identify and merge sales orders and other data related to duplicate contacts within Odoo that are not properly associated with the same contact. This module will be responsible for relating all orders that may be linked to different contact records but belong to the same customer, ensuring unified management and a complete view of all transactions for a customer.
1. Key Functionalities of the Module
1.1. Identification of Duplicate Contacts
The module will automatically analyze contacts within Odoo for possible duplicates, based on several criteria:
Key fields: Name, email, phone, address, NIF, etc.
The algorithm will identify contacts with similar or identical data and mark them as candidates for merging.
1.2. Display of Unrelated Orders Correctly
For each duplicate contact, the module will identify sales orders that are not associated with the same contact record, but with different duplicate records.
A table of the orders that have been registered to each duplicate contact will be displayed, making it easy to see the transactions associated with each.
1.3. Automatic Merger of Orders
The module will allow you to merge all the orders that are associated with different duplicate contacts.
A primary contact will be retained, and all orders from duplicate contacts will be reassigned to this primary contact.
Duplicate contacts can be automatically removed or archived to avoid future confusion.
1.4. Merger of Payment History and Other Data
In addition to commands, the module will also allow merging:
Payments associated with different contacts.
Invoices or receipts that have been linked to duplicate contacts.
Other relevant data such as interactions with customer service or incidents.
Duplicate Contact Detection, Automatic Contact Merging ,Automatic Archiving, Configurable Merge Parameters, Scheduled Chron Job, Seamless Data Management,
Based on customized factors like phone number, email, name, and address, the "Auto Merge Contacts With Related Transactions" application helps find and combine duplicate contacts in your system. To find duplicates, you can select one or more criteria, based on your requirements,
For example, the system will automatically combine contacts that have the same phone number if the "Duplicate by Phone" option is chosen. The primary contact will be the oldest contact, meaning it was formed first, and will be given priority over all duplicates which have been generated afterwards,
Furthermore, a scheduled Chron Job—which can also be manually started if necessary—makes sure that the duplicate-checking and merging procedure occurs automatically at scheduled times and intervals,auto merge customer,auto merge partner,merge sale orders,merge purchase order,auto merge invoice,merge payments,auto merge transaction.
Auto Merge Contact With Related Transaction
Vraja Technologies
$ 113.05
5
...and many more!