odoo-addon-partner-deduplicate-acl 18.0.1.0.0.3

Contact deduplication with fine-grained permission control

This module extends the functionality of the CRM contact deduplicator to add permission groups that allow the matching users to use those tools, not needing to be the sale settings manager.

Table of contents

• Configuration

• Usage

• Bug Tracker

• Credits

  • Authors

  • Contributors

  • Maintainers

Configuration

To configure this module you need to:

1. Go to Settings > Users & Companies > Users.

2. Choose a user.

3. From field Deduplicate Contacts under Other in Access Rights tab choose desired permission level:

   • Manually allows to run a manual deduplication process.

   • Automatically allows to run an automatic deduplication process.

     Warning

     Automatic contact deduplication can easily lead to unwanted results. Better backup before choosing this option.

   • Without restrictions executes chosen deduplication method with admin rights, to be able to update objects where the user would not normally have write rights, and to allow them to merge contacts with different email addresses.

     Warning

     This is an advanced feature. Make sure to train the user(s) before enabling this permission.

Usage

To use this module, you need to:

1. Ask your admin to give you the new rights.

2. Go to Contacts > Tools > Deduplicate Contacts as usual.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

• Tecnativa

Contributors

• Tecnativa:

  • Rafael Blasco

  • Jairo Llopis

  • Vicent Cubells

  • Pedro M. Baeza

  • Luis M. Ontalba

  • Victor M.M. Torres

  • Carlos Roca

  • João Marques

  • César A. Sánchez

  • Juan Carlos Oñate

• Kevin Khao <[e-mail]>

• Pesol:

  • Jonathan Oscategui Taza <[e-mail]>

• Binhex:

  • Deriman Alonso

Maintainers

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/partner-contact project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.