Contacts Duplicates Real Time Search v.13
The tool for real-time control of contacts' duplicates
Real-time duplicates search
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
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
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
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
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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