CRM Duplicates Real Time Search

by
Odoo          
v 8.0 Third Party 39

86.00 €

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Technical name crm_duplicates
LicenseAGPL-3
Websitehttps://odootools.com/apps/8.0/crm-duplicates-real-time-search-221
Read description for v 12.0 v 11.0 v 10.0 v 9.0
Required Apps CRM (crm)
Technical name crm_duplicates
LicenseAGPL-3
Websitehttps://odootools.com/apps/8.0/crm-duplicates-real-time-search-221
Read description for v 12.0 v 11.0 v 10.0 v 9.0
Required Apps CRM (crm)

This is the sales managers' tool to exclude double work and broken communication through fore-handed exposure of duplicates of leads, opportunities and customers.

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
The module features depend on your Odoo version. Please select required one on the top right of this page
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Configure soft and rigid criteria to search duplicates of customers and opportunities
Odoo configure soft and rigid criteria to search duplicates
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
Instant access to customer possible duplicates from kanban
Duplicates kanban view
Partners overall duplicates analysis
Filter customers duplicates
Partners tree: observe potential duplciates counter
Customers list possible 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
One-click access for opportunities duplicates from kanban view
Opportunities kanban duplicates
Filter opportunities with possible duplicates
Odoo opportunities' duplicates filter
Number of potential opportunities duplicates right in the opportunities' list
Opportunities duplicates counter

OdooTools is the team of developers and business analysts to help you extend Odoo potential. We have been communicating with end users to whom the software became the main business tool since 2012. As a result, we are proud of dozens of successful Odoo apps developed. We are open for new ideas and challenges to create the best Odoo tools for business needs all over the world.

This tool has been developed in cooperation with IT Libertas - one of the leading Odoo integrators in Russia.

To contact us please register in our support system. Registration form is available by any link below. Registration doesn't take more than 30 seconds. No phone number or credit card are required

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