diff --git a/content/applications/essentials/contacts.rst b/content/applications/essentials/contacts.rst index 8e36d93be..ac3703092 100644 --- a/content/applications/essentials/contacts.rst +++ b/content/applications/essentials/contacts.rst @@ -1,3 +1,5 @@ +:show-content: + ======== Contacts ======== @@ -269,3 +271,8 @@ in the main contacts page, but they can still be searched for with the :guilabel - :doc:`Add different addresses in CRM <../sales/sales/send_quotations/different_addresses>` - `Odoo's eLearning Contacts tutorial `_ + +.. toctree:: + :titlesonly: + + contacts/merge diff --git a/content/applications/essentials/contacts/merge.rst b/content/applications/essentials/contacts/merge.rst new file mode 100644 index 000000000..3a7e0ce70 --- /dev/null +++ b/content/applications/essentials/contacts/merge.rst @@ -0,0 +1,78 @@ +============== +Merge contacts +============== + +Odoo's *Contacts* application allows user's to merge duplicate contacts, without losing any +information in the process. This keeps the database organized, and prevents contacts from being +contacted by more than one salesperson. + +.. _contacts/merge-duplicate: + +Merge duplicate contacts +======================== + +.. danger:: + Merging is an irreversible action. Do **not** merge contacts unless absolutely certain they + should be combined. + +Navigate to the :menuselection:`Contacts app`, and select the :icon:`oi-view-list` +:guilabel:`(list)` icon. Select two or more duplicate contacts from the list, and tick the checkbox +(on the far-left) for the contacts that should be merged. Then, click the :icon:`fa-cog` +:guilabel:`Actions` icon, and select :guilabel:`Merge` from the resulting drop-down menu. + +.. image:: merge/merge-menu.png + :align: center + :alt: The merge contacts option in the Contacts application. + +This opens the :guilabel:`Merge` pop-up window. From here, review the details of the contacts before +confirming they should be merged. If any contacts in the list should **not** be merged, click the +:icon:`fa-times` :guilabel:`(delete)` icon at the far right of the contact. + +.. tip:: + Click the individual contact to open the record for that contact, and view additional + information. + +.. image:: merge/merge-window.png + :align: center + :alt: The merge pop-up window in the Contacts application. + +Click the :guilabel:`Destination Contact` field, and select an option from the drop-down list. This +field defaults to the contact record that was created first in the system. + +After confirming the information on the pop-up window, click :guilabel:`Merge Contacts`. + +Deduplicate contacts +==================== + +After the merge is finished, a pop-up window appears confirming it is complete. This pop-up window +also contains a :guilabel:`Deduplicate the other Contacts` button. This feature searches for +duplicated records, based on selected criteria, and merges them automatically, or after manual +approval. + +Click the :guilabel:`Deduplicate the other Contacts` button to open the :guilabel:`Deduplicate +Contacts` pop-up window. + +Select one or more fields to be used in the search for duplicated records. Duplicated contacts can +be searched, based on the following criteria: + +- :guilabel:`Email` +- :guilabel:`Name` +- :guilabel:`Is Company` +- :guilabel:`VAT` +- :guilabel:`Parent Company` + +.. note:: + If more than one field is selected, only records that have **all** fields in common are suggested + as duplicates. + +If necessary, select criteria to be used to exclude potential duplicates from the search. Potential +duplicates can be excluded from the search, based on the following criteria: + +- :guilabel:`A user associated to the contact` +- :guilabel:`Journal Items associated to the contact` + +After confirming the search criteria, click either :guilabel:`Merge with Manual Check`, +:guilabel:`Merge Automatically`, or :guilabel:`Merge Automatically all process`. + +If :guilabel:`Merge with Manual Check` is selected, complete the merge by following the :ref:`steps +above `. diff --git a/content/applications/essentials/contacts/merge/merge-menu.png b/content/applications/essentials/contacts/merge/merge-menu.png new file mode 100644 index 000000000..e2206426b Binary files /dev/null and b/content/applications/essentials/contacts/merge/merge-menu.png differ diff --git a/content/applications/essentials/contacts/merge/merge-window.png b/content/applications/essentials/contacts/merge/merge-window.png new file mode 100644 index 000000000..a82d92efc Binary files /dev/null and b/content/applications/essentials/contacts/merge/merge-window.png differ