Přejít na obsah
Menu
You need to be registered to interact with the community.
This question has been flagged
1089 Zobrazení

Hello, I created a form that will create a new customer upon submission. However, when testing, I noticed that despite the name, email, and phone number being the same as an existing Contact, Odoo still created a duplicate entry. Is there a way to create a condition that says, if Customer with same phone and email address already exists, then update the Contact fields?


Also, is there a way to track how Contacts were created (ex: the source was the website form mentioned above)? I would like to trigger an automation whenever a new customer is created or Contact record is updated when the webform is submitted.


Note: I do have a "Survey Date/Time" field and can use the filter "Survey Date/Time" IS SET to find all the survey submissions. I just need to find a way to get notified when one is submitted as well. (and a way to prevent duplicates)

Avatar
Zrušit
Related Posts Odpovědi Zobrazení Aktivita
0
lis 22
434
0
srp 21
11
1
lis 20
9239
0
led 16
4212
1
bře 15
2870