Search of duplicates is real-time. You see results as soon as you save a partner or an opportunity
The tool is fully configurable. Duplicates are defined according to your flexibly set up rules
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. Besides, use the special filter for duplicates analysis
As duplicates criteria use any 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)
A document is considered as a duplicate, if it satisfies any of criteria. For all types except 'char', a duplicate should have absolutely the same value (e.g. '123' = '123', but '123' is not equal '1234').
[Only for soft search] For 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')
The module supports multi companies. Duplicates are searched within a certain company. Thus, there may be equal objects related to different corporates
The app is fully compatible with the Odoo standard tool to merge opportunities
Frequently Asked Questions about CRM Duplicates Real Time Search Odoo v.8
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 representatives directly.
Unzip source code of purchased tools in one of your Odoo add-ons directory
Re-start the Odoo server
Turn on the developer mode (technical settings)
Update the apps' list (the apps' menu)
Find the app and push the button 'Install'
Follow the guidelines on the app's page if those exist.
No, we distribute the tools only through the official Odoo apps store
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.
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
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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