Skip ke Konten
Pertanyaan ini telah diberikan tanda
onlinecontactsmerge
7 Replies
26998 Tampilan
Avatar
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

Avatar
Buang
Ray Carnes

Thanks!!!

Avatar
Ray Carnes (ray)
Jawaban Terbai

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


Avatar
Buang
Avatar
Kevin
Jawaban Terbai

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.

Avatar
Buang
Ahmed Mohamed Abdelmohsen Sherby

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

Avatar
iporoma@ipgrup.com
Jawaban Terbai

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

Avatar
Buang
Avatar
Fabio Russo
Jawaban Terbai

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?

Avatar
Buang
Avatar
Bernard Wilmus
Jawaban Terbai

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

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


Avatar
Buang
Avatar
Equick ERP
Jawaban Terbai

Hello 

use below module for search/remove duplicate data.

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

Avatar
Buang
Avatar
legland
Jawaban Terbai

Is there a way to do it automatically ?

Avatar
Buang
Ronald Wagter

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

Post Terkait Replies Tampilan Aktivitas
Merge Contacts to Child Accounts V13 Diselesaikan
contacts merge
Avatar
Avatar
1
Jul 20
4466
Contact merge feature Diselesaikan
contacts merge
Avatar
Avatar
2
Mei 20
3921
How to Display More Than 80 Contacts on the Map in Odoo Online
online contacts map
Avatar
Avatar
Avatar
Avatar
3
Sep 25
1690
PEPPOL is not valid Diselesaikan
contacts merge peppol
Avatar
Avatar
Avatar
Avatar
3
Des 24
4064
How does Odoo de-duplicate Leads / merge Opportunities / merge Contacts? What criteria does it use? Diselesaikan
contacts merge leads deduplicate
Avatar
1
Mei 20
11175