MTS Duplicate Check — Installation Guide

System Requirements

SuiteCRM 7 is not supported.

Installation

Step 1 — Upload via Module Loader

1. Log in to SuiteCRM as an Administrator
2. Go to Admin → Module Loader
3. Click Choose File and select the ZIP package: MTS_Duplicate_Check_Yearly_1.0.0.zip
4. Click Upload
5. When the package appears in the list, click Install
6. Confirm any prompts during installation

Step 2 — Wait for Automatic Setup

After installation completes, the system runs a repair automatically. Wait for the page to finish loading — no manual action is needed at this step.

Step 3 — Verify the Module Appears

1. Refresh the browser (Ctrl+Shift+R / Cmd+Shift+R)
2. Check the top navigation bar — MTS Duplicate Check Configuration should appear, or access it via Admin → MTS Duplicate Check
3. If the menu item is missing, go to Admin → Repair → Quick Repair and Rebuild

Initial Configuration

Before creating any duplicate check rules, activate your license.

Step 1 — Activate License

1. Go to Admin → MTS Duplicate Check → License
2. Enter your license key from the SuiteCRM Store purchase confirmation email
3. Click Validate
4. You should see a green confirmation message

Without a valid license, duplicate checks will not run.

Step 2 — Create a Duplicate Check Configuration

1. Go to MTS Duplicate Check Configuration → Create new config
2. Fill in the configuration form:

3. Click Save — the plugin sets up duplicate checking for the selected module automatically

Step 3 — Repeat for Each Module

Create one configuration per module you want to protect. Each module is independent.

Verify Operation

1. Go to the module you configured (e.g. Contacts → Create Contact)
2. Fill in the fields you selected for duplicate checking
3. If a matching record already exists, a confirmation popup should appear showing the duplicates list
4. If no match exists, the form saves normally

To test, create two contacts with the same Last Name and Phone, then try creating a third.

Uninstall

1. Go to Admin → Module Loader → Installed Packages
2. Find MTS Duplicate Check and click Uninstall
3. When prompted about removing database tables, select Leave Tables to preserve your configurations, or Remove Tables to do a clean uninstall
4. After uninstall, go to Admin → Repair → Quick Repair and Rebuild

Troubleshooting

Duplicate popup does not appear

• Check the license is valid: Admin → MTS Duplicate Check → License
• Confirm the configuration has Enable checked and at least one field selected under Fields to Check Duplicates
• Go to Admin → Repair → Quick Repair and Rebuild and test again

"Please select a module first" shown in the Fields area even after selecting a module

• Wait 1–2 seconds after selecting the Target Module for the fields to load
• Ensure JavaScript is enabled in your browser

Duplicate check runs but no table appears in the popup

• Edit the configuration and add fields to Fields to Display in Modal
• Run Admin → Repair → Quick Repair and Rebuild

License validation fails

• Ensure your server can reach the internet (outbound HTTPS)
• Copy the license key directly from the SuiteCRM Store order page and try again
• Check for any firewall or proxy settings that might block external connections

A module is not appearing in the Target Module dropdown

• Only modules that are properly installed in SuiteCRM appear in the list
• If a custom module is missing, ensure it was installed correctly and run Quick Repair and Rebuild

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