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490 lines
14 KiB
HTML
490 lines
14 KiB
HTML
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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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!! source digest: sha256:899764afb496ed845a2315be7e225c83d430e047f6db01c4a089f54a43bbb200
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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<p><a class="reference external image-reference" 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 image-reference" 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 image-reference" href="https://github.com/OCA/partner-contact/tree/17.0/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 image-reference" href="https://translation.odoo-community.org/projects/partner-contact-17-0/partner-contact-17-0-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 image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/partner-contact&target_branch=17.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
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<p>This module extends the functionality of the CRM contact deduplicator to
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add permission groups that allow the matching users to use those tools,
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not needing to be the sale settings manager.</p>
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<p><strong>Table of contents</strong></p>
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<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="toc-entry-1">Configuration</a></li>
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<li><a class="reference internal" href="#usage" id="toc-entry-2">Usage</a></li>
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<li><a class="reference internal" href="#bug-tracker" id="toc-entry-3">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="toc-entry-4">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="toc-entry-5">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="toc-entry-6">Contributors</a></li>
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<li><a class="reference internal" href="#maintainers" id="toc-entry-7">Maintainers</a></li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="section" id="configuration">
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<h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
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<p>To configure this module you need to:</p>
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<ol class="arabic">
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<li><p class="first">Go to <em>Settings > Users & Companies > Users</em>.</p>
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</li>
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<li><p class="first">Choose a user.</p>
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</li>
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<li><p class="first">From field <em>Deduplicate Contacts</em> under <em>Other</em> in <em>Access Rights</em>
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tab choose desired permission level:</p>
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<ul>
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<li><p class="first"><em>Manually</em> allows to run a manual deduplication process.</p>
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</li>
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<li><p class="first"><em>Automatically</em> allows to run an automatic deduplication process.</p>
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<div class="admonition warning">
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<p class="first admonition-title">Warning</p>
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<p class="last">Automatic contact deduplication can easily lead to unwanted
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results. Better backup before choosing this option.</p>
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</div>
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</li>
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<li><p class="first"><em>Without restrictions</em> executes chosen deduplication method with
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admin rights, to be able to update objects where the user would
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not normally have write rights, and to allow them to merge
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contacts with different email addresses.</p>
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<div class="admonition warning">
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<p class="first admonition-title">Warning</p>
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<p class="last">This is an advanced feature. Make sure to train the user(s)
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before enabling this permission.</p>
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</div>
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</li>
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</ul>
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</li>
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</ol>
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</div>
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<div class="section" id="usage">
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<h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1>
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<p>To use this module, you need to:</p>
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<ol class="arabic simple">
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<li>Ask your admin to give you the new rights.</li>
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<li>Go to <em>Contacts > Tools > Deduplicate Contacts</em> as usual.</li>
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</ol>
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</div>
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<div class="section" id="bug-tracker">
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<h1><a class="toc-backref" href="#toc-entry-3">Bug Tracker</a></h1>
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<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/partner-contact/issues">GitHub Issues</a>.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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<a class="reference external" href="https://github.com/OCA/partner-contact/issues/new?body=module:%20partner_deduplicate_acl%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
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<p>Do not contact contributors directly about support or help with technical issues.</p>
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</div>
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<div class="section" id="credits">
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<h1><a class="toc-backref" href="#toc-entry-4">Credits</a></h1>
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<div class="section" id="authors">
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<h2><a class="toc-backref" href="#toc-entry-5">Authors</a></h2>
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<ul class="simple">
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<li>Tecnativa</li>
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</ul>
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</div>
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<div class="section" id="contributors">
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<h2><a class="toc-backref" href="#toc-entry-6">Contributors</a></h2>
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<ul class="simple">
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<li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul>
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<li>Rafael Blasco</li>
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<li>Jairo Llopis</li>
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<li>Vicent Cubells</li>
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<li>Pedro M. Baeza</li>
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<li>Luis M. Ontalba</li>
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<li>Victor M.M. Torres</li>
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<li>Carlos Roca</li>
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<li>João Marques</li>
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<li>César A. Sánchez</li>
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</ul>
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</li>
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<li>Kevin Khao <<a class="reference external" href="mailto:kevin.khao@gmail.com">kevin.khao@gmail.com</a>></li>
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<li><a class="reference external" href="https://www.pesol.es">Pesol</a>:<ul>
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<li>Jonathan Oscategui Taza <<a class="reference external" href="mailto:info@pesol.es">info@pesol.es</a>></li>
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</ul>
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</li>
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<li><a class="reference external" href="https://binhex.cloud/">Binhex</a>:<ul>
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<li>Deriman Alonso</li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="section" id="maintainers">
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<h2><a class="toc-backref" href="#toc-entry-7">Maintainers</a></h2>
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<p>This module is maintained by the OCA.</p>
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<a class="reference external image-reference" href="https://odoo-community.org">
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|
<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
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</a>
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<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.</p>
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<p>This module is part of the <a class="reference external" href="https://github.com/OCA/partner-contact/tree/17.0/partner_deduplicate_acl">OCA/partner-contact</a> project on GitHub.</p>
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<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>
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