Find Duplicates BEFORE You Save! Instead of waiting until after you enter a new record's information to know if it's a duplicate, know after the first field if you're working on a duplicate. Say NO to redundant data! Improve your SugarCRM data quality by being prompted of duplicate values while creating new records.
Installation & Configuration
Installing Duplicate Detector is easy. After purchasing the add-on, go to your downloads on SugarOutfitters and download the zip file. Now go to your SugarCRM, go to "Admin" and then "Module Loader". Using the Module Loader, simply upload the zip file and install.
To enable the Duplicate Detector on your fields, go to "Admin" and "Dupdetector Detector" towards the bottom.
Select a module > Select the view to which you want to add duplicate check on any field.
If you select Prevent Submit option, system will not allow user to save a record if duplicate match found.
P.S. “Prevent Submit” option applies to all modules using Dupdetector type of field(s)
Note : SugarCRM Field type supported is Varchar, Name and Phone.
Drag and drop fields you want to activate the duplicate check on. Hit save!
To remove the duplicate check, put back the field. That’s it!
Other add-ons of interest
Scan Identical Leads
Have newly created leads? Processing imported leads from one or more sources? Quickly identify if there is already an existing lead by setting up your predefined parameters. Any possible duplicates will be highlighted and noted when viewing a given lead.