CRM Duplicates Real Time Search

by
Odoo 2
v 12.0 Third Party 36

86.00 €

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Technical name crm_duplicates
LicenseSee License tab
Websitehttps://odootools.com/apps/12.0/crm-duplicates-real-time-search-254
Read description for v 11.0 v 10.0 v 9.0 v 8.0
Required Apps CRM (crm)
Technical name crm_duplicates
LicenseSee License tab
Websitehttps://odootools.com/apps/12.0/crm-duplicates-real-time-search-254
Read description for v 11.0 v 10.0 v 9.0 v 8.0
Required Apps CRM (crm)

This is the sales managers' tool to exclude double work and broken communication through fore-handed exposure of duplicates of customers and opportunities.

If you do not use CRM and searches for the tool only for partners' duplicates, look at the tool Contacts Duplicates Real Time Search

Real-time duplicates search

The apps check possible duplicates each time a user opens or saves opportunities and partners. It means that the search is done in real time and takes into account all recent changes.
Duplicates are shown on kanban, tree, and form views. Using the special button you can open candidates to check whether those are actual duplicates. Besides, users may select possible copies by applying the filter 'Potential Duplicates'.

Configurable duplicates' criteria

Duplicates are defined according to set of rules which you define. A rule is a field by which an item is considered as copy, for example an email or a unique number. A document is considered as a duplicate, if it satisfies any of criteria.

Rigid or soft duplicates

The tool let you both strictly avoid duplicates and/or just warn of those. 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.

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.

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 in the Odoo Apps Store

Configure soft and rigid criteria to search duplicates of customers and opportunities
Odoo configure soft and rigid criteria to search duplicates
Users can't save a customer if there is a rigid duplicate found
Odoo partners rigid duplicates
Warn salespersons of possible customers duplicates
Odoo search customers duplicates
Instant access to customer possible duplicates from kanban
Duplicates kanban view
Partners overall duplicates analysis
Filter customers duplicates
Partners tree: observe potential duplciates counter
Customers list possible duplicates
Salespersons are forbidden save an opportunity if there is a rigid duplicate found
Opportunities duplicates restriction
Warn salespersons of possible opportunites duplicates
Potential leads/opportunities duplicates
One-click access for opportunities duplicates from kanban view
Opportunities kanban duplicates
Filter opportunities with possible duplicates
Odoo opportunities' duplicates filter
Number of potential opportunities duplicates right in the opportunities' list
Opportunities duplicates counter
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The module features and support depend on your Odoo version. Please select required one on the top right of this page.

We guarantee to provide a working plan by your issue within 5 days. The most of issues are solved within 2 business days.

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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Odoo
Istalation error
by on

Error while importing module 'crm_duplicates': 'Error while validating constraint\n\nField `company_duplicate_id` does not exist\n\nError context:\nView `res.config.settings.view.form`\n[view_id: 2834, xml_id: n/a, model: res.config.settings, parent_id: 153]\nNone\n\n res.config.settings.view.form\n res.config.settings\n \n \n \n <xpath expr="//div[@data-key=\'crm\']" position="inside">\n

CRM Duplicates

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\n Select criteria, how to search partner duplicates.\n Odoo would show such duplicates on a special button, but would allow to save such object!\n
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\n Select criteria, how to search partner duplicates.\n Odoo would not allow to save a duplicate in comparison the soft fields.\n
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\n If checked duplicates would be searched only for and among\n partners without parent. In such a way all contacts would be excluded\n
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\n Select criteria, how to search opportunities duplicates.\n Odoo would show such duplicates on a special button, but would allow to save such object!\n
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\n Select criteria, how to search opportunities duplicates.\n Odoo would not allow to save a duplicate in comparison the soft fields.\n
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\n \n \n \n/tmp/tmpbv1j3tne/crm_duplicates/views/res_config_settings.xml\n4' get this error in installation process through import module form apps please guide me how to install for odoo 12 eneteprise
Odoo
Re: Istalation error
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Hello, to install the app you should not import it, but you should: 1. Unzip source code of the app 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'. If it doesn't help you, please write to us using our support portal: https://odootools.com/my/tickets/newticket?&x_custom_1=x_option_31&x_custom_2=x_option_2&url_type_id=1


Odoo
Re: philippe.thuaud@safecoms.com
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Hello Philippe, the module would work in case of import in the following way: 1. In case of rigid duplicates, Odoo would throw an error and would stop import 2. In case of soft duplicates, Odoo would import all lines, but afterwards you would be able to find duplicates by indicative buttons and filters. If you mean other features, you can contacts us on the page: https://odootools.com/my/tickets/newticket?&x_custom_1=x_option_31&x_custom_2=x_option_2&url_type_id=2. We are always willing to improve our tools


Odoo
by on

Does your module also check when we use the import functionality of the system? like importing contacts and importing leads?


Odoo
works fine for me
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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!


Odoo
New feature implementation notice
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Hello Mr. Bergman, as promised we added the feature of searching partners' duplicates only for and among companies and stand-alone individuals (partners without a parent). Besides, we have optimized the module to the extent it is reasonably possible to do. To apply changes: just get the most recent code from the store. Thank you for your feedback and for forcing us being better. P.S. a while ago we wrote to you a direct message with questions and a few clarifications, but we haven't receive a response. Please check your spam box.


Odoo
@uwe.bergmann@nethinks.com
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Hello, we are sorry that you had bad experience with our tool. But does it really worth 2 (!) stars killing rating? The app does everything included into the description. By your comments: (1) minor slowdowns (1 second?) are the price for real time search and filtering. How is it possible to do that differently? (2) contacts / companies: this feature is never mentioned, but we would anyway include it in our to-do list, it would be implemented within a week We anyway apologize that our tool doesn’t suit your expectations


Odoo
Good idea - could be better programmed
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In common it is - for me - not worth the money. It slows down Odoo if implemented. There is no possibility to decide between contacts and companies. I would deduplicate only companies and I get all contacts displayed as possible duplicates.