$ 24.71
| Required Apps |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Technical Name |
crm_duplicates
|
| License | OPL-1 |
| Technical Name |
crm_duplicates
|
| License | OPL-1 |
Introduction
The CRM Duplicates Real-Time Search module for Odoo, developed by faOtools, is designed to help businesses maintain clean and accurate CRM data by identifying and managing duplicate records in real-time. This module enhances data integrity and streamlines CRM operations, ensuring that sales and marketing teams have access to reliable information.
Key Features
Real-Time Duplicate Detection: Instantly identify duplicate records as they are created or updated in the CRM.
Customizable Duplicate Criteria: Define custom rules for what constitutes a duplicate, based on fields such as name, email, phone number, etc.
Merge Duplicate Records: Easily merge duplicate records to consolidate information and maintain a single source of truth.
User-Friendly Interface: Navigate through an intuitive interface for managing duplicate records and configuring settings.
Integration with Odoo CRM: Seamlessly integrates with the existing Odoo CRM module without disrupting current workflows.
Support for Multiple Languages: Handle duplicate records in various languages supported by Odoo.
Open Source License: Distributed under the Odoo Proprietary License v1.0 (OPL-1), allowing for customization and redistribution under certain conditions.
Benefits
Improved Data Accuracy: Ensure that CRM data is accurate and up-to-date by eliminating duplicates.
Enhanced Productivity: Allow sales and marketing teams to focus on engaging with leads and customers rather than managing duplicate records.
Streamlined Operations: Reduce the complexity of CRM data management by consolidating duplicate records.
Better Reporting and Analysis: Generate more accurate reports and analyses by maintaining a clean CRM database.
Cost Savings: Reduce the costs associated with data management and CRM maintenance by eliminating duplicate records.
Scalability: Easily scale CRM operations as your business grows without compromising data integrity.
Customization: Tailor duplicate detection rules and merging processes to fit specific business needs.
Real-Time Insights: Gain real-time insights into duplicate records and take immediate action to resolve them.
Improved Customer Relationships: Maintain accurate customer information, leading to better communication and stronger relationships.
Seamless Integration: Integrate effortlessly with existing Odoo CRM setups without disrupting current workflows.
Compatibility & Technical Details
Required Apps: CRM (crm), Calendar (calendar), Contacts (contacts), Discuss (mail)
Technical Name: crm_duplicates
License: Odoo Proprietary License v1.0 (OPL-1)
Installation: Install via Odoo Apps interface; configure settings under CRM → Settings → Duplicate Detection
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.