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https://gitlab.com/flectra-community/partner-contact.git
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477 lines
14 KiB
HTML
477 lines
14 KiB
HTML
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<title>Deduplicate Contacts ACL</title>
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</head>
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<body>
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<div class="document" id="deduplicate-contacts-acl">
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<h1 class="title">Deduplicate Contacts ACL</h1>
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<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/partner-contact/tree/14.0/partner_deduplicate_acl"><img alt="OCA/partner-contact" src="https://img.shields.io/badge/github-OCA%2Fpartner--contact-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/partner-contact-14-0/partner-contact-14-0-partner_deduplicate_acl"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/134/14.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
|
||
|
|
<p>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.</p>
|
||
|
|
<p><strong>Table of contents</strong></p>
|
||
|
|
<div class="contents local topic" id="contents">
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||
|
|
<ul class="simple">
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||
|
|
<li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li>
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||
|
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<li><a class="reference internal" href="#usage" id="id2">Usage</a></li>
|
||
|
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<li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li>
|
||
|
|
<li><a class="reference internal" href="#credits" id="id4">Credits</a><ul>
|
||
|
|
<li><a class="reference internal" href="#authors" id="id5">Authors</a></li>
|
||
|
|
<li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li>
|
||
|
|
<li><a class="reference internal" href="#maintainers" id="id7">Maintainers</a></li>
|
||
|
|
</ul>
|
||
|
|
</li>
|
||
|
|
</ul>
|
||
|
|
</div>
|
||
|
|
<div class="section" id="configuration">
|
||
|
|
<h1><a class="toc-backref" href="#id1">Configuration</a></h1>
|
||
|
|
<p>To configure this module, you need to:</p>
|
||
|
|
<ol class="arabic">
|
||
|
|
<li><p class="first">Go to <em>Settings > Users > Users</em>.</p>
|
||
|
|
</li>
|
||
|
|
<li><p class="first">Choose a user.</p>
|
||
|
|
</li>
|
||
|
|
<li><p class="first">Choose the desired permission level(s) in <em>Appplication > Deduplicate
|
||
|
|
Contacts</em>:</p>
|
||
|
|
<ul>
|
||
|
|
<li><p class="first"><em>Manually</em> allows him to do the manual deduplication process.</p>
|
||
|
|
</li>
|
||
|
|
<li><p class="first"><em>Automatically</em> allows him to do the automatic deduplication process.</p>
|
||
|
|
<div class="admonition warning">
|
||
|
|
<p class="first admonition-title">Warning</p>
|
||
|
|
<p class="last">Automatic contact deduplication can easily lead to unwanted results.
|
||
|
|
Better backup before doing it.</p>
|
||
|
|
</div>
|
||
|
|
</li>
|
||
|
|
<li><p class="first"><em>Without restrictions</em> 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.</p>
|
||
|
|
<div class="admonition warning">
|
||
|
|
<p class="first admonition-title">Warning</p>
|
||
|
|
<p class="last">This is an advanced feature, be sure to train the user before enabling
|
||
|
|
this permission for him.</p>
|
||
|
|
</div>
|
||
|
|
</li>
|
||
|
|
</ul>
|
||
|
|
</li>
|
||
|
|
</ol>
|
||
|
|
</div>
|
||
|
|
<div class="section" id="usage">
|
||
|
|
<h1><a class="toc-backref" href="#id2">Usage</a></h1>
|
||
|
|
<p>To use this module, you need to:</p>
|
||
|
|
<ol class="arabic simple">
|
||
|
|
<li>Ask your admin to give you the new rights.</li>
|
||
|
|
<li>Go to <em>CRM > Tools > Deduplicate Contacts</em> as usual.</li>
|
||
|
|
</ol>
|
||
|
|
</div>
|
||
|
|
<div class="section" id="bug-tracker">
|
||
|
|
<h1><a class="toc-backref" href="#id3">Bug Tracker</a></h1>
|
||
|
|
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/partner-contact/issues">GitHub Issues</a>.
|
||
|
|
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
|
||
|
|
<a class="reference external" href="https://github.com/OCA/partner-contact/issues/new?body=module:%20partner_deduplicate_acl%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
|
||
|
|
<p>Do not contact contributors directly about support or help with technical issues.</p>
|
||
|
|
</div>
|
||
|
|
<div class="section" id="credits">
|
||
|
|
<h1><a class="toc-backref" href="#id4">Credits</a></h1>
|
||
|
|
<div class="section" id="authors">
|
||
|
|
<h2><a class="toc-backref" href="#id5">Authors</a></h2>
|
||
|
|
<ul class="simple">
|
||
|
|
<li>Tecnativa</li>
|
||
|
|
</ul>
|
||
|
|
</div>
|
||
|
|
<div class="section" id="contributors">
|
||
|
|
<h2><a class="toc-backref" href="#id6">Contributors</a></h2>
|
||
|
|
<ul class="simple">
|
||
|
|
<li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul>
|
||
|
|
<li>Rafael Blasco</li>
|
||
|
|
<li>Jairo Llopis</li>
|
||
|
|
<li>Vicent Cubells</li>
|
||
|
|
<li>Pedro M. Baeza</li>
|
||
|
|
<li>Luis M. Ontalba</li>
|
||
|
|
<li>Victor M.M. Torres</li>
|
||
|
|
<li>Carlos Roca</li>
|
||
|
|
<li>João Marques</li>
|
||
|
|
</ul>
|
||
|
|
</li>
|
||
|
|
<li>Kevin Khao <<a class="reference external" href="mailto:kevin.khao@gmail.com">kevin.khao@gmail.com</a>></li>
|
||
|
|
</ul>
|
||
|
|
</div>
|
||
|
|
<div class="section" id="maintainers">
|
||
|
|
<h2><a class="toc-backref" href="#id7">Maintainers</a></h2>
|
||
|
|
<p>This module is maintained by the OCA.</p>
|
||
|
|
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
|
||
|
|
<p>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.</p>
|
||
|
|
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/partner-contact/tree/14.0/partner_deduplicate_acl">OCA/partner-contact</a> project on GitHub.</p>
|
||
|
|
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
|
||
|
|
</div>
|
||
|
|
</div>
|
||
|
|
</div>
|
||
|
|
</body>
|
||
|
|
</html>
|