Overview:

Merge Contact Customization is designed to automatically detect and merge duplicate contact records in Odoo, using flexible parameters that can be customized according to your business needs. Here’s how it works:

1. Configurable Parameter-Based Duplicate Detection

Key contact information fields like these are used by the app to identify duplication.

• Phone number
• Name and email address
• Address

You have total control over the duplication identification process by choosing one or more parameters.

If you select "Duplicate by Phone," for example, the system will combine contacts that have the same phone number.

2. Automated Merge

The oldest contact record is given priority and is identified as the principal contact when duplicates are found. Your contact list is kept accurate and neat by merging all other duplicate data into this main contact.

3. Automated Duplicate Archiving

Duplicate records created after the original contact are automatically archived after the merging process is finished. This keeps duplicates from piling up in your active contact list and ensures that you never lose important data.

4. Manual and Scheduled Merging

Combine A built-in Cron Job in Contact Customization enables the duplicate identification and merging operation to run on a predetermined schedule. Your contact list will be consistently updated, and you can customize the job's frequency to suit your needs. You have total flexibility because you can also manually start the merging process whenever necessary.

Key Features of Merge Contact Customization

Let’s take a closer look at some of the standout features of this powerful Odoo app:

 Flexible Duplicate Identification

• Identifies duplication using characteristics that can be changed, including name, address, phone, and email.
• Gives you total control over the detecting process by allowing you to choose one or more criteria.

 

Automated Combining

• The oldest contact is given priority as the primary record when merging duplicate contacts automatically.
• guarantees the smooth and automated aggregation of contact information.

Customizable Merge Information

• Adaptable to your company's unique requirements.
• gives options for handling and detecting duplicate contacts.

 

Timed and Demand-Based Combining

• Using the integrated Cron Job, you can set up scheduled merge schedules to guarantee that your contact list is updated on a regular basis.
• Choice to start manual merging when necessary.

Automated Preservation

• Your database is kept tidy and orderly by automatically archiving duplicates made after the main interaction.

Advantages for Your Company

There are several advantages that your company can get by integrating Merge Contact Customization into your Odoo system:

• Better Data Accuracy: Your company may keep a more accurate and current contact list, which facilitates better communication and decision-making, by merging duplicate contacts.
• Improved Efficiency: Your sales, marketing, and customer service teams may operate more productively and spend less time looking up the appropriate contact information when you have a cleaner contact database.
• Decreased Risk of Miscommunication: When duplicate contacts are merged, there is a much smaller chance that follow-ups will be ignored or misinterpreted because of inconsistent data.
• Streamlined Workflows: By automating the duplicate merging process, significant time and resources can be saved. This allows your team to focus more on strategic tasks.

How to Get Started

Are you prepared to master contact management? Users of Odoo can now download Vraja Technologies' Merge Contact Customization application from Odoo App Store. This program can help you organize your data management process, whether you're a large organization managing thousands of entries or a small business trying to organize your contact list.

In summary

Your operations may be hampered by duplicate contacts, but with Merge Contact Customization, you can automate the process of finding and merging them, keeping your contact database current at all times. Because of its adaptability, simplicity of use, and potent automation, the app is a vital resource for any company trying to enhance its Odoo data management.

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