Skip to main content

Contact deduplication with fine-grained permission control

Project description

Beta License: AGPL-3 OCA/partner-contact Translate me on Weblate Try me on Runbot

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

To configure this module, you need to:

  1. Go to Settings > Users > Users.

  2. Choose a user.

  3. Choose the desired permission level(s) in Appplication > Deduplicate Contacts:

    • Manually allows him to do the manual deduplication process.

    • Automatically allows him to do the automatic deduplication process.

      Warning

      Automatic contact deduplication can easily lead to unwanted results. Better backup before doing it.

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

      Warning

      This is an advanced feature, be sure to train the user before enabling this permission for him.

Usage

To use this module, you need to:

  1. Ask your admin to give you the new rights.
  2. Go to CRM > 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 smashing it by providing a detailed and welcomed feedback.

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

Credits

Authors

  • Tecnativa

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

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.

Project details


Download files

Download the file for your platform. If you're not sure which to choose, learn more about installing packages.

Files for odoo13-addon-partner-deduplicate-acl, version 13.0.1.0.1.dev1
Filename, size File type Python version Upload date Hashes
Filename, size odoo13_addon_partner_deduplicate_acl-13.0.1.0.1.dev1-py3-none-any.whl (138.4 kB) File type Wheel Python version py3 Upload date Hashes View hashes

Supported by

Elastic Elastic Search Pingdom Pingdom Monitoring Google Google BigQuery Sentry Sentry Error logging AWS AWS Cloud computing DataDog DataDog Monitoring Fastly Fastly CDN DigiCert DigiCert EV certificate StatusPage StatusPage Status page