| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 2586 |
| Technical Name |
gbt_dup_guard_crm |
| License | OPL-1 |
| Website | https://www.geobritech.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 2586 |
| Technical Name |
gbt_dup_guard_crm |
| License | OPL-1 |
| Website | https://www.geobritech.com |
CRM Data Hygiene – Duplicate Guard
Detect duplicate CRM Leads/Opportunities and Contacts. Warn or block saves with override and audit. Works across UI, API, and automated flows.
Configure rules, match keys, and enforcement (Warn/Block). Override with reason; all overrides logged.
Warn or Block
Warn: in-form ribbon and “Possible Duplicates (n)” smart button; save allowed. Block: prevent create/write unless the user overrides with a mandatory reason.
Fields to Match
Select model fields for duplicate detection (email, phone, VAT, website, name, ref, etc.). Pre-filled by default per model. Add or remove fields as needed.
Override + Audit
Authorized users can bypass block by checking “Override duplicate check” and entering a reason. All overrides are logged in Override Log (Settings → Duplicate Guard).
Video Demo
See Duplicate Guard CRM in action!
Configure rules, see warn/block in action, and use the override flow with audit log in this short demo.
How It Works
Go to Settings → Duplicate Guard → Rules. Create a rule, pick the model (Contacts or Leads/Opportunities), enforcement mode (Warn/Block), and match keys. Optionally set domain filter and company.
When users create or update a Contact or Lead, applicable rules run server-side. Duplicates are found via normalized fields (email, phone, etc.). WARN shows matches and allows save; BLOCK stops save unless override.
Use the “Possible Duplicates” smart button to open the list of matches. Resolve via Actions → Merge (Contacts) or Odoo’s lead merge flows—no custom merge engine.
Screenshots
Duplicate Guard Rules
Define duplicate detection rules in Settings → Duplicate Guard → Rules. Choose the model (Contacts or Leads), enforcement mode (Warn/Block), match keys, and optional domain filter.
Duplicate Warning on Form
When a duplicate is detected, the form shows a ribbon and the “Possible Duplicates” smart button. In Warn mode you can save; in Block mode you must override with a reason or resolve duplicates first.
Merge Wizard
Use Odoo's merge wizard to merge duplicates.
Common Use Cases
Contacts (res.partner)
- Duplicate detection by email, phone, VAT
- Warn or block new contacts matching existing ones
- Override with reason; fast access to Actions → Merge
CRM Leads / Opportunities
- Duplicate detection by email, phone, etc.
- Ribbon and smart button on lead/opportunity forms
- Use Odoo’s merge behavior; avoid merging lost leads or different salespersons
Key Features
Detection & Enforcement
- Server-side duplicate check on create/write (no client bypass)
- Normalized fields (email, phone, VAT, domain) stored and indexed
- Default match keys pre-filled per model; add extra fields for custom fields
- Domain filter (domain widget) to restrict scope
- Multi-company: global or company-specific rules
- Candidate limit to keep queries lean
Visibility & Governance
- Ribbon “Possible Duplicates” when matches exist
- Smart button “Possible Duplicates (n)” opens match list
- Override only for users in rule’s override group; reason required
- Override Log with user, rule, reason, match summary, matched IDs
- Compare wizard (optional): side-by-side key fields
- Open matches wizard to jump to duplicate list from block flow
Limitations & Not Included
- No automatic merges — Duplicate Guard detects and warns/blocks; merging is done manually via Odoo’s built-in merge wizards (Contacts or Leads).
- No dedupe automation — No scheduled jobs or bots that auto-merge or auto-delete duplicates; you stay in control.
- No data enrichment — No external APIs to fill or clean contact/lead data; matching uses only the fields you configure.
- Leads and Contacts only — Rules apply to crm.lead and res.partner; other models are not covered.
Why Duplicate Guard CRM?
Focused on detection, governance, and audit inside Odoo: server-side rules, warn/block with override, and a clear override log. No lock-in to external services—configure match keys and enforcement per model and use Odoo’s native merge when you decide to consolidate. Ideal for teams that want duplicate control without automatic merges or third-party enrichment.
Configuration
- Go to Settings → Duplicate Guard → Rules
- Click Create and set Model (Contacts or Leads/Opportunities)
- Choose Enforcement mode (Warn / Block) and Fields to match (pre-filled by default)
- Optional: Domain filter, Company, Override group, Exclude archived
- View overrides in Settings → Duplicate Guard → Override Log
Technical Notes
Normalized fields enable exact, SQL-friendly matches. Candidate search is capped (e.g. top 20). No heavy “contains” searches. Name+company matching is conservative to avoid false positives.
Only admins manage rules. Override is restricted to the rule’s override group; reason is mandatory. Duplicate list respects record rules (no cross-company/team leakage). Error messages avoid leaking confidential data.
Ready to Reduce Duplicates?
Install Duplicate Guard CRM and configure your first rule in minutes. Prevent duplicate Contacts and Leads while keeping full audit control.
Technical Support
Support
For functional questions, configuration help, or incident troubleshooting:
- Email: support@geobritech.com
- Standard response target: 24–48 business hours
Please include:
- Odoo version & edition: (e.g. 19.0 CE/EE)
- Module version: (from Apps / manifest)
- Steps to reproduce: exact clicks/actions
- Screenshots: UI evidence
- Traceback/logs: full server error (if applicable)
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Duplicate Guard CRM — Odoo 19 module description page (static/description/index.html)
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