Odoo Help

3

How do I prevent duplicate partners?

By
AJ Schrafel Paper Corp
on 5/8/13, 2:21 AM 5,501 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
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

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.

which setting for Odoo community 10.0 ?

Arafat Ali
on 10/19/17, 8:04 PM
1
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
Nikolai Ensslen
On 11/14/17, 2:33 PM

In case someone desperately searches it, just as I did: The duplicate search and merge feature is weirdly hidden in Odoo 10, yet another item contributing to Odoo's usability catastrophy.

In a list view of contacts, select two random contacts, then hit "Action" > "Merge Selected Contacts". Hit "Skip these contacts". Hit "Deduplicate the other contacts". This will prompt you with the duplicate search form.

Again, unbelievable...

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: 5501 times
Last updated: 11/14/17, 2:33 PM