Catch duplicate contacts and leads in real time
Configurable, multi-company-correct duplicate detection for contacts and CRM leads — with clear field-level warnings, an optional block mode, a whitelist, and a guided merge wizard to clean up what already exists.
The same contact, company, or opportunity ends up in Odoo two or three times. Reps call the wrong number, pipeline reports overstate coverage, and two people work the same account — and the mess only grows with every import and web-form submission.
Admin-defined matching rules flag likely duplicates the moment a record is opened, naming the exact fields that matched. Warn or block on save, whitelist legitimate near-matches, and merge confirmed duplicates through a guided wizard.
Everything you need to control duplicates
Every capability below is implemented in the module.
Real-Time Detection
Likely duplicates are computed live when a contact or lead form is opened, so a warning banner appears before anyone acts on bad data.
Configurable Rules
Define matching rules per model and choose which fields count — email, phone, name, and more — matching on any or all of the selected fields.
Contacts & Leads
Duplicate control covers both res.partner contacts and companies and CRM leads and opportunities, so one tool watches the whole CRM.
Field-Level Warnings
The banner names exactly which field(s) triggered the match — "based on: Email, Phone" — so users can judge a true duplicate in seconds.
Detect, Warn or Block
Set each rule to detect-only, warn, or block. Block mode stops a known duplicate from being saved — prevention, not just after-the-fact cleanup.
Guided Merge Wizard
Open the merge wizard from the warning, pick the master record to keep, and the rest are re-linked to it and archived — always under human confirmation.
Whitelist Exceptions
Mark a legitimate near-match — a parent company and its branch — as not a duplicate, and the pair stops being re-flagged for good.
Multi-Company Correct
Results are scoped to the companies each user is allowed to see, eliminating the false positives that plague duplicate tools in multi-company setups.
Text Normalization
An optional per-rule normalize step ignores case and whitespace differences, so "John@X.com" and "john@x.com " still match as the same value.
How it works
Define Rules
Pick the model, matching fields, and whether to detect, warn, or block.
Get Warned
Open a contact or lead and a banner flags matches and names the fields.
Merge or Whitelist
Merge true duplicates into one master, or whitelist a legitimate pair.
Stay Clean
Block mode prevents new duplicates from entering the database.
See it in action
Real screens from the module, captured on Odoo 17.
Turn Real-Time Duplicate Detection on from CRM Settings, with quick links to Matching Rules and the Whitelist.
The Duplicate Rules list — contact email, contact phone, and lead email — each with its match mode and action.
A rule form: applies-to model, match mode, action, text normalization, and the matching fields.
The whitelist of legitimate near-matches — an approved pair that will never be re-flagged.
A contact form with the live banner "Possible duplicate(s) found based on: Email, Phone", a Merge link, and a Duplicates smart button.
The Merge Duplicates wizard — pick the master record to keep; the others are re-linked and archived under your confirmation.
The same detection on a CRM lead: "Possible duplicate(s) found based on: Email" with a Merge link and Duplicates smart button.
Frequently asked
Which records does it check for duplicates?
Both contacts and companies (res.partner) and CRM leads and opportunities. You control the exact matching fields per model through the rules.
Can it block a duplicate from being saved?
Yes. Each rule can be set to detect-only, warn, or block. In block mode, saving a record that matches an existing one is rejected until the conflict is resolved.
Does it work correctly across multiple companies?
Yes. Duplicate results are scoped to the companies each user is permitted to see, so you do not get false alarms against records outside the user's access.
What happens to the other records when I merge?
You choose the master to keep in the wizard. The other records are re-linked to it and archived. Merging always requires your confirmation — nothing happens automatically.
Get in Touch
Have questions or need customization? Every purchase includes 30 days of free support — we are here to help.
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Real-time, multi-company-correct duplicate detection, prevention, and guided merge for contacts and CRM leads, built natively on Odoo.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 779 |
| Technical Name |
cerevantix_crm_duplicates_real_time_search |
| License | OPL-1 |
| Website | https://cerevantix.com |
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