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Modules / Sales / CRM

QOD CRM Identity & Stop Factors

Digital identities as the anti-duplicate key, with stop factors carried on the person.

qod_crm_identity · Version 18.0.1.0.0

A person is identified across channels by a normalised (provider, handle) pair. "+7 (916) 123-45-67", "79161234567" and "8 916 123 45 67" are one phone; the raw value is kept for display and matching runs on the normalised one, so the same human is matched instead of duplicated.

Key features

  • qod.identity model with a UNIQUE constraint on the normalised pair and a find_partner() dedup primitive.
  • Native email and phone are auto-mirrored into the identity table; collisions are swallowed for a human to merge.
  • Stop factors on res.partner: a blocking reason vetoes moving a lead forward and survives a merge; a watch-list reason only warns.
Solution: QOD CRM