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3

How do I prevent duplicate partners?

By
AJ Schrafel Paper Corp
on 5/8/13, 2:21 AM 4,097 views

Other than permissions to limit the users that have permission to create new partners how can I ensure that duplicate partners are not created?

Is there a custom module that will ask for confirmation before creating a new partner which has the same phone or fax as another partner?

You can customize module for such things.

Sudhir Arya (SA)
on 5/8/13, 3:09 AM

I'm confused: how on earth a question with four answers has only one upvote? <rambling>

Daniel Reis
on 10/10/13, 7:38 AM
3

Daniel Reis

--Daniel Reis--
3436
| 6 7 9
Lisbon, Portugal
--Daniel Reis--

Author of the "Odoo Development Essentials" book.

Applications Manager at Securitas Portugal

Github: https://github.com/dreispt

Twitter; @reis_pt


Daniel Reis
On 10/10/13, 7:31 AM

The Trunk and the SaaS branches have a "Deduplicate Contacts" feature, on Sales -> Tools:

image description.

It could perfectly be backported for v7 stable

From where i can download the module can you give me the link please.

548
on 10/10/13, 8:01 AM
1

Fabrice Henrion (fhe)

--Fabrice Henrion (fhe)--
5813
| 7 7 8
San Francisco, United States
--Fabrice Henrion (fhe)--

Director Odoo USA

Fabrice Henrion (fhe)
On 6/19/14, 7:40 PM

You can prevent the creation of 2 contacts with the same phone number by just making that field "unique" in the settings. This applies to any field.

1

Ghanshyam Prajapati

--Ghanshyam Prajapati--
1377
| 4 4 8
Pune, India
--Ghanshyam Prajapati--
OpenERP Developer
Ghanshyam Prajapati
On 5/8/13, 3:13 AM

No, there is not any custom module that will ask for for confirmation before creating a new partner which has the same phone or fax as another partner.

You have to make custom module as per your expectation. please have a look use ofConstraints(http://stackoverflow.com/questions/13263507/openerp-unique-constraint) and sql_constraints

1
Laurens
On 5/22/13, 7:56 AM

This will fix your problem.

0
IT Libertas
On 7/13/16, 8:44 AM

Have a look at his easily configurable module: https://apps.odoo.com/apps/modules/9.0/crm_duplicates/

0
Michel Hugues
On 10/10/13, 5:39 AM

I found this : The Heo_Unique_Partner_Ref module can prevent the creation of two partners with the same reference.

Is a Heonium module (http://www.heonium.com), you can see video presentation (https://www.youtube.com/watch?v=v4XVcUEJr5c)

This module adds a reference field below the name of the customer (in blue, so required)

 

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Asked: 5/8/13, 2:21 AM
Seen: 4097 times
Last updated: 7/13/16, 8:44 AM