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
Frequently Asked Questions about Contacts Duplicates Real Time Search Odoo v.11
According to the current Odoo Apps Store policies:
- every module bought for version 12.0 and prior gives you access to all versions up to 12.0.
- starting from version 13.0, every module version should be purchased separately.
- disregarding the version, purchasing a tool grants you a right to all updates and bug fixes within a major version.
Take into account that the faOtools team does not control those policies. For all questions, please contact the Odoo Apps Store representatives directly.
The easiest approach is to use the Odoo store built-in workflow:
1. Open the module's page and click the button Deploy on odoo.sh
2. After that, you will be redirected to the GitHub page. Login to your account and click 'Create a new repo' or use the existing one. Please, make sure, that your repository is private. It is not permitted to publish the apps under the OPL-1 license. If necessary, create a new repo for your Odoo.sh project
3. Then, go to odoo.sh and click on the deploy button, submit the decision in the pop-up window and click 'Continue'. The action will trigger the installation process.
These steps will install the app for your project production branch. If you want to deploy the apps for other branches or update the module, you should undertake the following actions:
1. Upload the source code for the app from the Odoo store
2. Commit the module to a required GitHub repository. Make sure that none of the app folders/files are ignored (included in the .gitignore of your repo). Repositories are automatically created by odoo.sh, which might add by default some crucial items there (e.g. /lib). You should upload all module directories, subdirectories, and files without exceptions
3. Deploy a target branch of the odoo.sh project or wait until it is automatically built if your settings assume that.
Unzip the source code of the purchased tools in one of your Odoo add-ons' directories;
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.
Yes, sure. Take into account that Odoo automatically adds all dependencies to a cart. You should exclude previously purchased tools.
A 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).
No, we distribute the tools only through the official Odoo apps store
Regretfully, we do not have a technical possibility to provide individual prices.
No, third party apps can not be used on Odoo Online.
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.
The price for our modules is set up in euros. The Odoo store converts prices in others currencies according to its internal exchange rate. Thus, the price in US Dollars may change, when exchange rate changes.
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.
The technical core to synchronize your cloud storage solution with Odoo
The tool to build deep and structured knowledge base for internal and external use. Knowledge System. KMS
298€
The tool to automatically synchronize Odoo attachments with OneDrive files in both ways
The tool to automatically synchronize Odoo attachments with Google Drive files in both ways
The tool for time-based service management from booking appointments to sales and reviews
398€
The tool to combine users in roles and to simplify security group assigning
The tool to plan, share and control shifts in a form of weekly time tables
148€
The tool to add new fields for Odoo contacts without any technical knowledge
38€
The tool to keep complete and easy-reach employees' contact information