79 lines
3.1 KiB
ReStructuredText
79 lines
3.1 KiB
ReStructuredText
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==============
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Merge contacts
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==============
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Odoo's *Contacts* application allows user's to merge duplicate contacts, without losing any
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information in the process. This keeps the database organized, and prevents contacts from being
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contacted by more than one salesperson.
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.. _contacts/merge-duplicate:
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Merge duplicate contacts
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========================
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.. danger::
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Merging is an irreversible action. Do **not** merge contacts unless absolutely certain they
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should be combined.
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Navigate to the :menuselection:`Contacts app`, and select the :icon:`oi-view-list`
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:guilabel:`(list)` icon. Select two or more duplicate contacts from the list, and tick the checkbox
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(on the far-left) for the contacts that should be merged. Then, click the :icon:`fa-cog`
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:guilabel:`Actions` icon, and select :guilabel:`Merge` from the resulting drop-down menu.
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.. image:: merge/merge-menu.png
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:align: center
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:alt: The merge contacts option in the Contacts application.
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This opens the :guilabel:`Merge` pop-up window. From here, review the details of the contacts before
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confirming they should be merged. If any contacts in the list should **not** be merged, click the
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:icon:`fa-times` :guilabel:`(delete)` icon at the far right of the contact.
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.. tip::
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Click the individual contact to open the record for that contact, and view additional
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information.
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.. image:: merge/merge-window.png
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:align: center
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:alt: The merge pop-up window in the Contacts application.
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Click the :guilabel:`Destination Contact` field, and select an option from the drop-down list. This
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field defaults to the contact record that was created first in the system.
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After confirming the information on the pop-up window, click :guilabel:`Merge Contacts`.
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Deduplicate contacts
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====================
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After the merge is finished, a pop-up window appears confirming it is complete. This pop-up window
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also contains a :guilabel:`Deduplicate the other Contacts` button. This feature searches for
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duplicated records, based on selected criteria, and merges them automatically, or after manual
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approval.
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Click the :guilabel:`Deduplicate the other Contacts` button to open the :guilabel:`Deduplicate
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Contacts` pop-up window.
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Select one or more fields to be used in the search for duplicated records. Duplicated contacts can
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be searched, based on the following criteria:
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- :guilabel:`Email`
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- :guilabel:`Name`
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- :guilabel:`Is Company`
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- :guilabel:`VAT`
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- :guilabel:`Parent Company`
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.. note::
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If more than one field is selected, only records that have **all** fields in common are suggested
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as duplicates.
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If necessary, select criteria to be used to exclude potential duplicates from the search. Potential
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duplicates can be excluded from the search, based on the following criteria:
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- :guilabel:`A user associated to the contact`
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- :guilabel:`Journal Items associated to the contact`
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After confirming the search criteria, click either :guilabel:`Merge with Manual Check`,
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:guilabel:`Merge Automatically`, or :guilabel:`Merge Automatically all process`.
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If :guilabel:`Merge with Manual Check` is selected, complete the merge by following the :ref:`steps
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above <contacts/merge-duplicate>`.
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