CRM Duplicates Real Time Search v.12

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 opportunities' kanban with 80 items, and you have 10,000 leads, 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 customers and opportunities
• Saving changes after update of partners and opportunities

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.

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.