MTS Duplicate Check is a SuiteCRM 8 plugin that warns users about duplicate records in real time — before anything is saved. When a match is found, a popup shows the existing records so users can decide whether to proceed or update the one already in the system.
Admin Guide
MTS Duplicate Check — Admin Guide
Administration Overview
| Area | Function |
|---|---|
| MTS Duplicate Check Configuration | Create and manage per-module duplicate check rules |
| License | Activate and validate the commercial license |
| Admin → Repair | Run after configuration changes if needed |
Managing Duplicate Check Configurations
Create a Configuration
- Go to MTS Duplicate Check Configuration → Create new config
- Fill in the fields:
| Field | Required | Description |
|---|---|---|
| Target Module | Yes | The module to protect (e.g. Contacts, Leads, Accounts). One config per module. |
| Enable | Yes | Checked = active. Unchecked = paused (the config is kept but the check does not run). |
| Fields to Check Duplicates | Yes | All selected fields must match at the same time for a record to be flagged. If any field is blank on the form, the check is skipped. |
| Fields to Display in Modal | No | Up to 3 fields shown as columns in the results table. If none are selected, only the record name is shown. |
| Description | No | Internal notes. Not shown to end users. |
- Click Save — the plugin activates duplicate checking for the selected module automatically
Edit a Configuration
- Go to MTS Duplicate Check Configuration → View Configs
- Click a record to open it, then click Edit
- Make changes and click Save
Disable Without Deleting
Set Enable to unchecked and save. Duplicate checking stops for that module but the configuration is kept, ready to re-enable later.
Delete a Configuration
Before deleting a config, set Enable to unchecked and save first. Then delete the record and run Admin → Repair → Quick Repair and Rebuild.
License Management
Activate License
- Go to Admin → MTS Duplicate Check → License
- Enter the license key from your SuiteCRM Store purchase
- Click Validate
License status is checked weekly. An internet connection is required for validation.
License Status
| Status | Effect |
|---|---|
| Valid | Duplicate checks run normally |
| Invalid / Not activated | Checks are skipped; users see no warning |
| Expired | Same as invalid — renew on the SuiteCRM Store |
Field Selection Rules
Which fields can be used as Check Fields
| Can be used | Cannot be used |
|---|---|
| Text, varchar, phone, date, boolean fields | Relationship fields (link, relate, parent) |
Custom fields (e.g. phone_mobile_c) |
System fields (id) |
Email address (email1) |
Read-only computed fields |
Email field
When email1 is selected as a check field, the system automatically compares email addresses in a case-insensitive way. Email can be a check field but cannot be the field that triggers the popup — the system picks a different field for that.
Display fields (modal columns)
Up to 3 display fields can be selected. These are shown as columns in the results table inside the popup. They do not affect which records are considered duplicates — only what information is shown about them.
Results Limit
The popup shows a maximum of 5 matching records. If more than 5 duplicates exist in the database, only the first 5 are displayed.
Backup and Restore
Before Upgrading the Plugin
- Note down all existing configurations (Target Module, Check Fields, Display Fields)
- You can also take a database backup of the
mts_duplicatechecktable
After Reinstalling
- Re-enter the license key if it was lost
- Re-create any configurations that were removed during uninstall
- Run Admin → Repair → Quick Repair and Rebuild
Maintenance
If duplicate checking stops working after deleting a configuration
Run Admin → Repair → Quick Repair and Rebuild. This re-reads all active configurations and updates the system accordingly.
Logging
If you need to investigate why a check is or is not firing, ask your server administrator to check the suitecrm.log file and search for MTS_DuplicateCheck. Each check logs the module, the fields used, and the result.
Common Troubleshooting
1. Duplicate popup does not appear after filling in fields
Check: 1. The configuration for that module has Enable checked 2. At least one field is selected under Fields to Check Duplicates 3. The fields you filled in on the form match the configured check fields 4. The license is valid — go to Admin → MTS Duplicate Check → License 5. Run Admin → Repair → Quick Repair and Rebuild and test again
2. Fields dropdown shows "Please select a module first" even after selecting a module
Check:
1. Wait 2–3 seconds after selecting the Target Module — fields load via a background request
2. Ensure the module was installed correctly and is accessible
3. Check suitecrm.log for any error during the field-loading step
3. Popup appears but the table shows no columns
Fix: Edit the configuration and add fields to Fields to Display in Modal, then save.
4. Popup appears but the warning dismisses too quickly
This may be a conflict with another plugin or browser extension. Try in a private/incognito window. If it only happens with certain plugins active, contact support.
5. After saving a config, the check does not activate immediately
Run Admin → Repair → Quick Repair and Rebuild manually. This is sometimes needed if the automatic repair did not complete due to file permission issues on the server.
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