Clean up duplicate records automatically. Set your rules and let Sugar merge matches for you. Marie Kondo would be so proud.
Release Notes
Version 1.0.0
- Initial release of Upsert® Deduplicate for SugarCRM
Version 2.0.0
- Cross-module duplicate detection feature made available as an additional add-on
- Introduced module-level configuration to restrict ability to create duplicate records in the UI
- Added controls to merge and ignore duplicate matches in the List View dashlet
Version 2.1.0
- File deduplication feature made available as an additional add-on
Version 2.2.0
- Duplicate Matches dashlet added for efficient duplicate remediation
- Match filters added for fields to match on a configurable number of characters at the beginning or ending of a field value
Version 3.0.0
- Sync Fields can be configured per module to ensure records synchronized from external systems are not automatically merged and provide warnings when manually merging
- Duplicate Matches dashlet allows for filtering duplicate matches by specific modules
- License validation provides notification alerts to admins when a new release of the plugin is available
Version 3.1.0
- ‘Has Duplicates’ and ‘Has Cross Module Duplicates’ fields added for each module enabled for duplicate checking. Customers upgrading to this release will need to resave the plugin configuration to trigger the field creation.
Version 3.2.0
- Deduplication queries support using relationship fields and teams in match conditions and filters
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