Duplicate Contact Details Alert

Duplicate customer and vendor records cause wrong statements and repeated marketing. This module adds a Unique Contacts Alert switch to the settings and validates partner data when a contact is saved. It extends the Contacts app and res.partner. The benefit is cleaner master data because the user is stopped with a clear message before a duplicate is created.

1. 1

   Turn the check on

   An administrator opens General Settings and enables Unique Contacts Alert. The switch is stored in res.config.settings. Until it is enabled contacts behave as standard.

   • Setting: Unique Contacts Alert
   • Global switch
2. 2

   Choose the fields to compare

   The settings also hold a many-to-many list of fields that must be unique. The administrator picks which contact details are checked. Only the selected fields are compared.

   • Field: unique_contact_ids
   • Pick the details to check
3. 3

   Create or edit a contact

   The user saves a contact from Contacts, Sales or Purchase. The module searches other partners for the same value in the chosen fields. The check runs on the partner record itself.

   • Runs when a partner is saved
   • Compares against other partners
4. 4

   Receive the validation error

   If a match is found a ValidationError explains that the detail already exists. The save is cancelled so the duplicate is never stored. The user corrects the value or opens the existing contact instead.

   • Save is blocked
   • Message explains the duplicate

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