CRM Duplicates Real Time Search v.11

The tool for real-time control of customers' and opportunities duplicates

86€

The tool does not require extra dependencies beside standard Odoo apps.
Current version: 11.0.2.0.1

Enterprise
Community
Odoo.sh
If you do not use CRM and searches for the tool only for partners' duplicates, look at the tool Contacts Duplicates Real Time Search
This is the sales managers' tool to exclude double work and broken communication through fore-handed exposure of duplicates of customers and opportunities.

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 set up. 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.

How rules work

As a duplicate criteria use any stored 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).

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').

For partners' duplicates you may 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 customers and opportunities

Odoo configure soft and rigid criteria to search duplicates

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.

Screenshots

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

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

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

Frequently Asked Questions about CRM Duplicates Real Time Search Odoo v.11

According to the current Odoo Apps Store policies:

  • every module bought for the version 12.0 and prior gives you an access to the all versions up to 12.0.
  • starting from the version 13.0, every version of the module should be purchased separately.
  • disregarding the version, purchasing a tool grants you a right for all updates and bug fixes within a major version.

Take into account that Odoo Tools team does not control those policies. By all questions please contact the Odoo Apps Store representativesdirectly.

  1. Restart your Odoo server and update the module

  2. Clean your browser cache (Ctrl + Shift + R) or open Odoo in a private window.

Yes, sure. Take into account that Odoo automatically adds all dependencies to a cart. You should exclude previously purchased tools.

Regretfully, we do not have a technical possibility to provide individual prices.

  1. Unzip source code of purchased tools 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'

  6. Follow the guidelines on the app's page if those exist.

Sorry, but no. We distribute the tools only through theofficial Odoo apps store

Yes, all modules marked in dependencies are absolutely required for a correct work of our tool. Take into account that price marked on the app page already includes all necessary dependencies.  

No, third party apps can not be used on Odoo Online.

Red / orange warning itself does not influence features of the app. Regretfully, sometimes our modules do not pass standard automatic tests, since the latter assumes behavior which is in conflict with our apps goals. For example, we change price calculation, while standard Odoo module tests compare final price to standard algorithm.

So, first of all, please check deployed database features. Does everything work correctly?

If you still assume that warning influences real features, please contact us and forward full installation logs and the full lists of deployed modules (including core and third party ones).

As soon as you purchased the app, the button 'Deploy on Odoo.sh' will appear on the app's page in the Odoo store. Push this button and follow the instructions.

Take into account that for paid tools you need to have a private GIT repository linked to your Odoo.sh projects

Odoo demonstration databases (live previews)

For this app we might provide a free personalized demo database.

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

By your request we will prepare an individual live preview database, where you would be able to apply any tests and to check assumptions during 14 days.

Bug reporting

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

No phone number or credit card are 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: screen shots, Odoo server logs, full description of how to re-produce your problem, and so on. Usually it takes a few business days to prepare a working plan by an issue (if a bug is confirmed) or provide you with guidelines what should be done (otherwise).

Public features request 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 into our to-do list.

Such to-do list is processed on a regular basis and does not assume extra fees. Altough 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 are required to contact us: only a short email sign up which does not take more than 30 seconds.

New features and extra Odoo services (individual development)

Each of our apps might be customized and extended to suit your specific requirements.

Our customization team fulfills not only such jobs but it also provides a full range of Odoo services. From simple modifications and consultations to complex enterprise projects. The team has completed over 100 implementations since 2012, and might help with any technical or business needs.

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

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