Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
Currently, if you install https://www.odoo.com/page/crm, you are able to go to the Kanban Board of the crm and import your leads there using lets say csv file.
How I can prevent duplicates during these imports? If my CSV file contains rows with 3 columns (name, email and phone), how I can prevent uploading the data if I already have a lead in the database with that email or phone?
Is this supported by the odoo crm or this functionality needs to be built additionally?
Hi Mersed Kahrimanovic,
Please go through this link, it will help you,
https://www.odoo.com/forum/help-1/question/how-do-i-prevent-duplicate-partners-15489
Regards,
Nikhilkrishnan
Thanks for the posting, but that does not answer my question at all. I already visited that thread before, and its related with the importing partners and things ... which seems not to be related with what im asking here --- import of leads within the kanban board of the odoo crm. Is this possible or not by default?
By default its not possible, Because cosider a customer A ask you for a service 1, then you create a lead, after a perticular time, the same customer A come to you for another service B. how you manage this. ! ?
If you need this you can do one thing, export the current leads. add the new records to the same Excel file. avoide the duplicate and re import all. i think this is one solution for your current issue.
Crea un account oggi per scoprire funzionalità esclusive ed entrare a far parte della nostra fantastica community!
Registrati| Post correlati | Risposte | Visualizzazioni | Attività | |
|---|---|---|---|---|
|
2
nov 25
|
1181 | ||
|
1
ago 23
|
2206 | ||
|
1
ago 21
|
3579 | ||
|
3
giu 20
|
4929 | ||
|
1
nov 18
|
10405 |
1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.
