Exclude records from the deduplication
by Tecnativa https://www.tecnativa.com , Odoo Community Association (OCA) https://www.tecnativa.com| Availability |
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| Odoo Apps Dependencies |
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CRM (crm)
• Calendar (calendar) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Technical Name |
crm_deduplicate_filter |
| License | AGPL-3 |
| Website | https://www.tecnativa.com |
| Versions | 9.0 11.0 8.0 10.0 |
Exclude some records from the deduplication
This module extends the possibilities of the contact deduplication allowing to filter the applicable set according to several criteria.
For now, only the filter for restricting the deduplication to only companies or only contacts is implemented.
Usage
To use this module, you need to:
- Go to Sales > Tools > Deduplicate Contacts.
- Mark "'Is a company?' field selected", "Parent company not set" or "Parent company set (Contacts)" in the section 'Exclude contacts having'.
- This criteria will be used for excluding in the deduplication the selected kind of records.
Bug Tracker
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback.
Credits
Images
- Funnel.
- Arrow.
Contributors
- Pedro M. Baeza <pedro.baeza@tecnativa.com>
- Vicent Cubells <vicent.cubells@tecnativa.com>
Maintainer
This module is maintained by the OCA.
OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.
To contribute to this module, please visit https://odoo-community.org.
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