コンテンツへスキップ
メニュー
この質問にフラグが付けられました
1067 ビュー

Hello, I created a form that will create a new customer upon submission. However, when testing, I noticed that despite the name, email, and phone number being the same as an existing Contact, Odoo still created a duplicate entry. Is there a way to create a condition that says, if Customer with same phone and email address already exists, then update the Contact fields?


Also, is there a way to track how Contacts were created (ex: the source was the website form mentioned above)? I would like to trigger an automation whenever a new customer is created or Contact record is updated when the webform is submitted.


Note: I do have a "Survey Date/Time" field and can use the filter "Survey Date/Time" IS SET to find all the survey submissions. I just need to find a way to get notified when one is submitted as well. (and a way to prevent duplicates)

アバター
破棄
関連投稿 返信 ビュー 活動
0
11月 22
434
0
8月 21
11
1
11月 20
9232
0
1月 16
4211
1
3月 15
2870