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Merging duplicate Contacts in Odoo Online

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odoo
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Thanks!!!

7 答案
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odoo
最佳答案

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


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odoo
最佳答案

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

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odoo
最佳答案

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.

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

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odoo
最佳答案

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?

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odoo
最佳答案

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

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


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odoo
最佳答案

Hello 

use below module for search/remove duplicate data.

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

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odoo
最佳答案

Is there a way to do it automatically ?

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