SuiteCRM Smart Duplicate Detector

Duplicate data is adverse for every department within an organization whether it’s sales, marketing, or customer service. The reasons behind data duplication can be anything like human error or any bug in the application. If the same problem arises in a data hub e.g. your CRM system then it could lead to catastrophic results. But the question is how you can avoid this issue from happening in the first place. Allow us to introduce SuiteCRM Smart Duplicate Detector that can address you if there is any kind of duplication in module fields.

Real-life Example: Suppose you have two duplicate records of one lead with the same name and contact information in your CRM database. The same lead sent an email and wants a quotation. Let’s say, a colleague of yours sends the quotation and updates it on CRM. Later you also saw the request from the lead and checked the CRM to see if the quotation was sent or not. But you checked the duplicate record, which is not up-to-date and you once again send the new quotation. Now the lead is confused after seeing two different proposals.

All this can be prevented if you had a duplicate detector installed on your system, which can proactively detect any kind of duplication in module fields even before you create a new record.

Functionalities of SuiteCRM Duplicate Detector Plugin

1. 1. Create multiple settings/rules for finding duplicates in particular modules and fields.
   2. The extension will alert you instantly if it found any duplicate records based on matches rules.
   3. In the dialog box, you can see the existing record with duplicate fields and the enforced extension rules too.

1. There is a feature called “Exact Match” or “Duplicate from Multiple fields” if this is enabled then users can create new records if there is at least one unique field. It means you’ll get an alert only if all fields have duplicate values.
2. You can combine as many fields as you want to check for duplication.
3. The users can also create a single setting for a specific module like leads, accounts, contacts, etc.
4. Even after the duplicate fields if you want to create a new record then you use the “Save Anyway” option.