Merging duplicate Contacts in Odoo Online

Question

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

Ray Carnes (ray) · Accepted Answer

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

Kevin · Answer

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.

iporoma@ipgrup.com · Answer

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

Fabio Russo · Answer

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?

Bernard Wilmus · Answer

This app makes a serach for duplicates each time you save a partner:
https://apps.odoo.com/apps/modules/11.0/partner_duplicates/ [1]

[1] https://apps.odoo.com/apps/modules/11.0/partner_duplicates/

Equick ERP · Answer

Hello
use below module for search/remove duplicate data.
https://apps.odoo.com/apps/modules/13.0/eq_merge_duplicate_data_extended/

Related Posts	Răspunsuri	Vizualizări
Merge Contacts to Child Accounts V13 Rezolvat contacts merge	1 iul. 20	3901
Contact merge feature Rezolvat contacts merge	2 mai 20	3391
How to Display More Than 80 Contacts on the Map in Odoo Online online contacts map	2 apr. 25	666
PEPPOL is not valid Rezolvat contacts merge peppol	3 dec. 24	2844
How does Odoo de-duplicate Leads / merge Opportunities / merge Contacts? What criteria does it use? Rezolvat contacts merge leads deduplicate	1 mai 20	9856

Această întrebare a fost marcată

Enjoying the discussion? Don't just read, join in!