Discover the module screen by screen, with annotated Dolibarr screenshots and demonstration data. This is a guided presentation, not a live demo.
The dashboard
Data health score, duplicates to review with the very likely count, third parties and contacts in the entity, merges recorded. Module state (tables, version, fingerprints up to date, last scan) and the duplicate table by type and confidence. Buttons: compute fingerprints, run a scan.
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The duplicate list
Third parties or contacts, filtered by confidence and status. Each pair shows both records, the confidence percentage, the main reason (same company name, same phone, same VAT number…) and the actions: review, not a duplicate, ignore.
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Reviewing a pair
Score and level at the top, then the field-by-field comparison with equal or different markers and the counts of customer invoices, orders, contacts and documents on each side. Below, each criterion with its similarity, weight, points and finding, then the buttons “Not a duplicate”, “Ignore”, “Prepare merge”.
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The merge preview
Recommended master with a link to swap roles, points to check before confirming, totals after merge (27 + 3 = 30 invoices), kept fields and conflicts with the decision for each. The irreversible action is stated and a checkbox is required before “Merge”.
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Duplicate contacts
The same list for contacts: pairs with the same phone, e-mail or name across third parties, with confidence and status, ready for review.
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Reviewing a contact pair
Name, first name, e-mail, phones and position compared, then the criteria specific to contacts: e-mail, company name, phone, parent third party and position.
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Data quality
Health score with the four axes and their weights (duplicates, completeness, validity, consistency), and the ten findings with counts: records in a duplicate to review, shared VAT numbers, shared e-mails or phones, invalid e-mails, missing country or postcode.
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History
Completed merges with date, type, absorbed and kept records, user and status, each with a detail; scan runs with records analysed, pairs evaluated and duplicates kept.
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