partner-contact/partner_deduplicate_filter
2024-10-01 07:51:46 +02:00
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======================================
Exclude records from the deduplication
======================================

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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fpartner--contact-lightgray.png?logo=github
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This module extends the possibilities of the contact deduplication
allowing to filter the applicable set according to several criteria.

For now, only the filter for restricting the deduplication to only
companies or only contacts is implemented.

**Table of contents**

.. contents::
   :local:

Usage
=====

To use this module, you need to:

1. Follow the instructions in the partner_deduplicate_acl addon to set
   up the correct user permissions.
2. Go to *Contacts > Tools > Deduplicate Contacts*.
3. Mark "'Is a company?' field selected", "Parent company not set" or
   "Parent company set (Contacts)" in the section 'Exclude contacts
   having'.
4. This criteria will be used for excluding in the deduplication the
   selected kind of records.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/partner-contact/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 <https://github.com/OCA/partner-contact/issues/new?body=module:%20partner_deduplicate_filter%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

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

Credits
=======

Authors
-------

* Tecnativa

Contributors
------------

-  `Tecnativa <https://www.tecnativa.com>`__:

   -  Pedro M. Baeza
   -  Vicent Cubells
   -  Luis M. Ontalba
   -  Victor M.M. Torres
   -  João Marques
   -  César A. Sánchez
   -  Stefan Ungureanu
   -  Carolina Fernandez

-  Kevin Khao <kevin.khao@gmail.com>

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

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 <https://github.com/OCA/partner-contact/tree/17.0/partner_deduplicate_filter>`_ project on GitHub.

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