Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
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
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
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.
this option is available for system administrators only, how can you give this option to any other users?
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
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?
This app makes a serach for duplicates each time you save a partner:
https://apps.odoo.com/apps/modules/11.0/partner_duplicates/
Hello
use below module for search/remove duplicate data.
https://apps.odoo.com/apps/modules/13.0/eq_merge_duplicate_data_extended/
Is there a way to do it automatically ?
there is, but it only shows up after you do one manually
Create an account today to enjoy exclusive features and engage with our awesome community!
Registrácia| Related Posts | Replies | Zobrazenia | Aktivita | |
|---|---|---|---|---|
|
1
júl 20
|
4480 | ||
|
Contact merge feature
Solved
|
|
2
máj 20
|
3948 | |
|
3
sep 25
|
1701 | ||
|
PEPPOL is not valid
Solved
|
|
3
dec 24
|
4068 | |
|
|
1
máj 20
|
11199 |
1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.
Thanks!!!