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  1. ======================================
  2. Exclude records from the deduplication
  3. ======================================
  4. .. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
  5. !! This file is generated by oca-gen-addon-readme !!
  6. !! changes will be overwritten. !!
  7. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
  8. .. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
  9. :target: https://odoo-community.org/page/development-status
  10. :alt: Beta
  11. .. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
  12. :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
  13. :alt: License: AGPL-3
  14. .. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fpartner--contact-lightgray.png?logo=github
  15. :target: https://github.com/OCA/partner-contact/tree/12.0/partner_deduplicate_filter
  16. :alt: OCA/partner-contact
  17. .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
  18. :target: https://translation.odoo-community.org/projects/partner-contact-12-0/partner-contact-12-0-partner_deduplicate_filter
  19. :alt: Translate me on Weblate
  20. .. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
  21. :target: https://runbot.odoo-community.org/runbot/134/12.0
  22. :alt: Try me on Runbot
  23. |badge1| |badge2| |badge3| |badge4| |badge5|
  24. This module extends the possibilities of the contact deduplication allowing
  25. to filter the applicable set according to several criteria.
  26. For now, only the filter for restricting the deduplication to only companies or
  27. only contacts is implemented.
  28. **Table of contents**
  29. .. contents::
  30. :local:
  31. Usage
  32. =====
  33. To use this module, you need to:
  34. #. Go to *CRM/Sales > Tools > Deduplicate Contacts*.
  35. #. Mark "'Is a company?' field selected", "Parent company not set" or
  36. "Parent company set (Contacts)" in the section 'Exclude contacts having'.
  37. #. This criteria will be used for excluding in the deduplication the selected
  38. kind of records.
  39. Bug Tracker
  40. ===========
  41. Bugs are tracked on `GitHub Issues <https://github.com/OCA/partner-contact/issues>`_.
  42. In case of trouble, please check there if your issue has already been reported.
  43. If you spotted it first, help us smashing it by providing a detailed and welcomed
  44. `feedback <https://github.com/OCA/partner-contact/issues/new?body=module:%20partner_deduplicate_filter%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
  45. Do not contact contributors directly about support or help with technical issues.
  46. Credits
  47. =======
  48. Authors
  49. ~~~~~~~
  50. * Tecnativa
  51. Contributors
  52. ~~~~~~~~~~~~
  53. * Pedro M. Baeza <pedro.baeza@tecnativa.com>
  54. * Vicent Cubells <vicent.cubells@tecnativa.com>
  55. * Luis M. Ontalba <luis.martinez@tecnativa.com>
  56. * Victor M.M. Torres <victor.martin@tecnativa.com>
  57. Maintainers
  58. ~~~~~~~~~~~
  59. This module is maintained by the OCA.
  60. .. image:: https://odoo-community.org/logo.png
  61. :alt: Odoo Community Association
  62. :target: https://odoo-community.org
  63. OCA, or the Odoo Community Association, is a nonprofit organization whose
  64. mission is to support the collaborative development of Odoo features and
  65. promote its widespread use.
  66. This module is part of the `OCA/partner-contact <https://github.com/OCA/partner-contact/tree/12.0/partner_deduplicate_filter>`_ project on GitHub.
  67. You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.