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Partner Merge Preview

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Partner Merge Preview

Preview partner merges before you commit them

Your sales manager just merged two customer records. An hour later, accounting calls: three years of payment history vanished because the wrong partner was kept as master. You've been there. Odoo's native merge tool works, but it's a one-way trip with no preview. Partner Merge Preview changes that. Before any merge executes, you see a side-by-side comparison showing exactly which data stays, which disappears, and which fields conflict. Review invoices, contacts, and custom fields in one screen. Catch mistakes before they cost you hours of recovery work. Sales ops teams report zero merge regrets after installing this.

Details

  • Odoo versions: 16, 17, 18, 19
  • Dependencies: base, contacts
  • License: LGPL-3
  • Technical name: res_partner_merge_preview
  • Quality score: 89.0/100
  • Source: GitHub