MTS Duplicate Check — Frequently Asked Questions

General Questions

What does MTS Duplicate Check do?

MTS Duplicate Check automatically warns users when they are about to create a record that already exists in SuiteCRM. As soon as a potential duplicate is detected, a popup appears showing a list of matching records — so users can review them and decide whether to continue or go back and update the existing one instead.

Which version of SuiteCRM does MTS Duplicate Check support?

MTS Duplicate Check supports SuiteCRM 8.x. It is not compatible with SuiteCRM 7.

Which modules can I enable duplicate checking on?

You can enable duplicate checking on any standard SuiteCRM module — such as Contacts, Leads, Accounts, and Prospects — as well as custom modules. Each module gets its own configuration.

Does the plugin block users from saving a record?

No. The plugin warns users but never prevents saving. Users always see the list of potential duplicates and choose for themselves whether to proceed or go back and update an existing record.

Installation Questions

Where can I download MTS Duplicate Check?

You can purchase and download it from the SuiteCRM Store. After purchase you receive a ZIP file to install via Admin → Module Loader.

Do I need to do anything after installation?

Yes — activate your license first. Go to Admin → MTS Duplicate Check → License, enter your license key, and click Validate. Duplicate checking will not run without an active license.

Does the plugin affect my existing data?

No. It only checks for matches when a user fills in a form. It does not modify, delete, or reorganise any of your existing records.

Configuration Questions

How many fields can I use to check for duplicates?

You can select multiple fields. In practice, 1 to 3 fields works best. All selected fields must match at the same time for a record to be flagged — so choosing too many fields means fewer matches will ever be found.

What is the difference between "Fields to Check Duplicates" and "Fields to Display in Modal"?

• Fields to Check Duplicates — the fields the system compares to decide if a duplicate exists. All must match for a warning to appear.
• Fields to Display in Modal — the fields shown as columns in the results popup. These help users identify the matching record. They do not affect which records are flagged.

Can I use email address as a duplicate check field?

Yes. Select the email field when configuring a module. The system compares email addresses in a case-insensitive way, so "Info@Company.com" and "info@company.com" are treated as the same address.

How does the system decide which field triggers the duplicate check?

The system automatically picks the most appropriate field — usually the first required field in the form that is part of your check configuration. You do not need to configure this manually.

Can I have more than one configuration for the same module?

No. Each module supports one active configuration. If you need to change which fields are checked, simply edit the existing configuration.

What happens when I disable a configuration?

Duplicate checking stops for that module immediately. The configuration is kept so you can re-enable it later without having to set it up again.

Usage Questions

Why did the duplicate warning not appear when I expected it to?

The most common reasons: 1. One of the required fields was left blank — the check only runs when all configured fields have a value 2. The configuration for that module is disabled 3. The license is not active — check Admin → MTS Duplicate Check → License

Why does the popup say "Duplicate Found" but show no records in the table?

Your admin has not yet configured which fields to display in the results table. The duplicate was still detected correctly. Ask your admin to add display fields to the configuration.

Can I click the record name in the popup to view the existing record?

Yes. If the display fields include the record name, it appears as a clickable link. Clicking it opens the existing record in a new tab so you can review it without losing your current form.

Can I close the popup without making a choice?

No. You need to either confirm (proceed with saving) or cancel (return to the form). This ensures users always make an intentional decision when a duplicate is detected.

Does the check find records that have been deleted?

No. Only active, non-deleted records are checked. Records that have been moved to the Recycle Bin or permanently deleted will not appear in the results.

Security Questions

Is my data safe during a duplicate check?

Yes. The duplicate check runs entirely within your own SuiteCRM installation. No record data is ever sent to an external server. The only external connection the plugin makes is a weekly license check — and that only sends your license key and SuiteCRM version, nothing else.

Who can access and edit the duplicate check configuration?

Only users with SuiteCRM Administrator access can create, edit, or disable configurations. Regular users can only see the duplicate warning popup — they have no access to the settings.

Is the plugin secure against data manipulation?

Yes. All field values are safely handled before being compared to the database. Users cannot inject malicious input through the duplicate check form.

Troubleshooting Questions

The duplicate warning popup appeared but vanished immediately on its own.

This may be caused by a conflict with another plugin or browser extension. Try opening the form in a private/incognito browser window to rule out browser issues. If the problem only happens with certain other plugins active, contact our support team.

Quick Repair does not seem to activate my new configuration.

Make sure your server's cache and file storage folders are writable by the web server. If you are unsure, ask your server administrator to check folder permissions. You can also try running Admin → Repair → Quick Repair and Rebuild manually after saving a configuration.

Duplicate check seems to run but always says no duplicates were found, even though I know a match exists.

Check that the values you entered on the form exactly match the values stored in the existing record. For example, a phone number stored as "0901234567" will not match "0901 234 567" (with spaces). Ask your admin to review which fields are configured for checking.

The module dropdown in the configuration form is empty.

This usually means the license is not active. Validate your license at Admin → MTS Duplicate Check → License and try again. If the issue continues, run Admin → Repair → Quick Repair and Rebuild.

After uninstalling the plugin, the duplicate warning still appears for one module.

Run Admin → Repair → Quick Repair and Rebuild. This clears any leftover settings from the uninstalled plugin. If it still appears, contact our support team.

Billing Questions

What is included in the Yearly license?

A Yearly license covers one SuiteCRM installation for 12 months. It includes all updates released during that period and access to email support.

Can I use the same license key on my development, staging, and production servers?

The license is for one active installation. For multi-environment setups, please contact us to discuss options.

What happens when my license expires?

Duplicate checking stops running — the plugin stays installed but inactive. Your configurations are preserved. Simply renew your license on the SuiteCRM Store and re-enter the key to reactivate.

Is a one-time (lifetime) license available?

Yes. Contact us directly for a one-time perpetual license quote.

How It Works Questions

Does the duplicate check happen in real time or only when I click Save?

It happens in real time as you fill in the form — you see the warning before you ever click Save. This gives you a chance to review the match and decide what to do without losing your entered data.

How many duplicate records does the popup show?

Up to 5 matching records are shown. If there are more than 5 matches in the system, only the 5 closest results are displayed.

Does the check work on both Create and Edit forms?

Yes. The duplicate check runs when creating a new record and when editing an existing one. When editing, the system automatically excludes the record you are currently editing from the results.

Does MTS Duplicate Check work with custom fields?

Yes. If your module has custom fields (for example, a custom phone or reference number field), these can be selected as check fields or display fields in the configuration.

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