Contacts Duplicates Real Time Search v.11

The tool for real-time control of contacts' duplicates

18.0 17.0 16.0 15.0 14.0 13.0 12.0 11.0

38€

Buy in the Odoo Apps Store

The tool does not require extra dependencies beside standard Odoo apps.

Current version: 11.0.2.0.1

Enterprise

Community

Odoo.sh

Odoo configure soft and rigid criteria to search duplicates

Features
Support

This is the partner managers' tool to exclude double work and broken communication through fore-handed exposure of duplicates of contacts: customers, suppliers, any Odoo partners

Real-time duplicates search

The apps check possible duplicates each time a user opens or saves 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'.

Performance issues

Since the search is done in real-time Odoo has to check all shown records for duplicates among all existing records. For example, when you open customers' kanban with 80 items, and you have 10,000 partners, the tool make 80 searches by your criteria among 10000 documents. It may result in slowdowns of the following operations:

Opening kanban and list views of Odoo contacts
Saving changes after update of partners

The tool is optimized to make searches as efficient as Odoo ORM allows it. Simultaneously, with a growing number of documents a search will become slower.

Screenshots

Instant access to partner possible duplicates from kanban

Contacts overall duplicates analysis

Partners tree: observe potential duplciates counter

Configurable duplicates' criteria

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

How rules work

As a duplicate criteria use any stored field of the following types: char (name, email, phone, mobile, etc.), text (descriptions), many2one (e.g, reference for a parent company), selection (for instance, type), date and datetime (e.g. birthday), integer and float (any unique code or even a credit limit).

For all field a duplicate should have absolutely the same value (e.g. '123' = '123', but '123' is not equal '1234'). Only for the case of soft search by 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').

You may also restrict search only for companies and stand-alone individuals. If the option is checked, Odoo will search only for and only among partners without parent.

Screenshots

Configure soft and rigid criteria to search duplicates of contacts

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 partner, 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.

Screenshots

Users can't save a partner if there is a rigid duplicate found

Warn salespersons of possible contact duplicates

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 partners' duplicates might be merged through the standard Odoo merging tool.

Very satisfied, ideal tool for real and potential duplicates

We use it on Odoo V12 enterprise with our helpdesk application and we can easily manage potential and real duplicates ! Thanks you to Odoo Tools

— Nicolas in the Odoo Apps Store

Bug Report Raise Question Share Features Ideas

Bug reporting

In case you have faced any bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes within 60 days after the purchase, while even after this period we are strongly interested to improve our tools.

No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.

Please include in your request as many details as possible: screenshots, Odoo server logs, a full description of how to reproduce your problem, and so on. Usually, it takes a few business days to prepare a working plan for an issue (if a bug is confirmed) or provide you with guidelines on what should be done (otherwise).

Public features requests and module ideas (free development)

We are strongly motivated to improve our tools and would be grateful for any sort of feedback. In case your requirements are of public use and might be efficiently implemented, the team would include those in our to-do list.

Such a to-do list is processed on a regular basis and does not assume extra fees. Although we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.

No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.

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