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onlinecontactsmerge
7 Vastaukset
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Benjamin Hollister

Is it possible to merge duplicate contacts in Odoo Online? This has occurred where a customer has purchased something but not created an account, multiple times.

Do I need to have CRM installed?

Either way (CRM needed or not needed), what are the steps for merging duplicate contacts?

Thanks

Ben

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Ray Carnes

Thanks!!!

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Ray Carnes (ray)
Paras vastaus

1. Select the records that you want to merge

2. From the Action Menu, select "Merge"


3. Verify the ID of the record you want to KEEP matches the ID at the end of the Destination Contact


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Kevin
Paras vastaus

Yes it is possible. You can goto list view of your contacts. Then select the contacts you want to merge together. And click the action button. There you can find an option to merge selected contacts together. Only one of it stays.

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Ahmed Mohamed Abdelmohsen Sherby

this option is available for system administrators only, how can you give this option to any other users?

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iporoma@ipgrup.com
Paras vastaus

Yes, you have to install a app called data cleaning and then you have to set a rule for search especific information. 

I will link you a yt video: https://www.youtube.com/watch?v=ljdLnFAnnmI

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Fabio Russo
Paras vastaus

Dear, we are facing a situation where for some of our user this option does not show. Do we need to give some permission for this?

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Bernard Wilmus
Paras vastaus

This app makes a serach for duplicates each time you save a partner:

https://apps.odoo.com/apps/modules/11.0/partner_duplicates/


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Equick ERP
Paras vastaus

Hello 

use below module for search/remove duplicate data.

https://apps.odoo.com/apps/modules/13.0/eq_merge_duplicate_data_extended/

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legland
Paras vastaus

Is there a way to do it automatically ?

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Ronald Wagter

there is, but it only shows up after you do one manually

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