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CRM Duplicate Alert for Leads | Warning for Duplicate Leads | Limit Duplicate Leads

by
Odoo

22.94

v 18.0 Third Party
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Lines of code 680
Technical Name bi_crm_duplicates
LicenseOPL-1
Websitehttps://www.browseinfo.com/demo-request?app=bi_crm_duplicates&version=18&edition=Community
Versions 14.0 15.0 16.0 17.0 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Lines of code 680
Technical Name bi_crm_duplicates
LicenseOPL-1
Websitehttps://www.browseinfo.com/demo-request?app=bi_crm_duplicates&version=18&edition=Community
Versions 14.0 15.0 16.0 17.0 18.0
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CRM Duplicate Alert for Leads Odoo Apps

Check for Same Leads Odoo App

Restrict Duplicate Leads Odoo App

Detect Duplicate Leads in CRM Odoo App


CRM Duplicate Lead Detector is a simple yet powerful module that helps you manage and prevent duplicate leads and customer records in your CRM. It works by checking key fields like name, email, phone number, company, and others using configurable matching rules. You can set soft or strict criteria to decide how duplicates should be identified. When a duplicate is found, the system can either warn the user or block the creation of the record entirely. Duplicate leads or customers are clearly shown through smart buttons on the form, visual tags in the Kanban view, and a duplicate count in list view. There’s also a filter called “Potential Duplicate” to quickly find and review all entries that may be duplicates. This keeps your CRM data clean, helps sales teams avoid confusion, and ensures better communication with clients by avoiding repeated or redundant records.

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CRM Duplicates Configuration

User can configure CRM duplicates for leads or opportunities and contacts.

Soft and Rigid Criteria for Duplication

User can use soft criteria to view occurred duplication and use rigid criteria to restrict or avoid creation of duplicate.

Duplication Detection Using Storable Fields

User can detect duplication using char, text, many2one, selection, date and datetime, integer, and float fields.

Filter By Potential Duplicates

User can apply 'Potential Duplicates' filter to find duplication in leads or opportunities and contacts.

Easily Count Number of Duplicates

User can easily count number of duplication of lead or opportunity and contacts using duplicate count field.

Visibility Views of Duplicates Count

User have option to hide or show duplicates counts and potential duplicate for leads or opportunities and contacts.

CRM Duplicates Configuration

Under CRM > Configuration > Settings in that select fields duplicates for leads and opportunities.

User have option to select fields to allowed duplication in lead and opportunities.

User have option to select fields to do not allowed duplication in lead and opportunities.



Duplication in Leads

User can view the smart button of 'Duplicates' in leads form view.



Filter by Potential Duplicates in Opportunity

User can apply 'Potential Duplicates' filter to find duplication in an opportunity.


Validation Error

When user enter duplicate data in rigid criteria fields, Validation error raised and can't save leads or opportunity.


Duplicate Count in Tree View

User can easily count number of duplication of lead or opportunity using duplicate count field.


CRM Duplicates Configuration

Under CRM > Configuration > Settings in that select fields duplicates for contacts.

User have option to select fields to allowed duplication in contacts.

User have option to select fields to do not allowed duplication in contacts.

User have option to enable 'Consider only without parent as duplicates' option to searched only without parent and count potential duplicates.

Filter by Potential Duplicates in Contacts

User can apply 'Potential Duplicates' filter to find duplication in contact.



Validation Error

When user enter duplicate data in rigid criteria fields, Validation error raised and can't save contact.


Duplicate Count in Tree View

User can easily count number of duplication of contacts using duplicate count field.

CRM Duplicates Configuration

Under CRM > Configuration > Settings in that use visibility views option.

User have visibility option to enable/disable 'Do not show in crm duplicates count (tree and kanban view)' option to the potential duplicates field will be not shown on kanban and tree views.

User have visibility option to enable/disable 'Do not show in crm duplicates count (form view)' option to the potential duplicates field will be not shown on form view.


Hide Potential Duplicates in Tree View of Lead or Opportunity

Hide Potential Duplicates in Form View of Lead or Opportunity


Hide Potential Duplicates in Tree View of Contacts


Hide Potential Duplicates in Form View of Contacts


Version : 18.0.0.0
17 Jun 2025

Initial release of the app.


Can I Use this module with Odoo Online ?

This Odoo app can not be used with Odoo Online (SaaS).

Do I got free support when I buy an App ?

Yes, 60 Days Free Support Is provided with module in case any bug or issue with module.

Do I have to buy module for each version ?

Yes, Starting version 13.0, Every version of the module is sold separately.

How can I install the module I bought ?

You need to copy paste the module that is inside the zip file to your addons folder. If you are installing the module into an existing database, you need to enable the Technical Features to click on Apps > Update Modules List. Your new module will now appear in the list of modules that you can install.

The module I bought doesn't work, What should I do ?

Please raise your ticket to use on ticket@browseinfo.in We will back to you shortly.

Get Support, For Free!

60 Days Free Support


In case any bugs or issue (Except data recovery)

At Browseinfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part.

Have Any Question ?

+91-6351620270

Write Email

Sales : sales@browseinfo.in
Support : ticket@browseinfo.in


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