Display Name as Customer Account aka Primary Key?

Display Name as Customer Account aka Primary Key?

I'm new to zoho and trying to understand Display Name in the context of importing invoices.

Usually, I identify a Customer Account ID as a parent primary key when importing invoices. Zoho appears to omit a customer account number or ID from the customer record.  It appears to use the Display Name as the customer account ID.  Zoho allows users to change the Display Name after it has been established. I'm used to a primary key as a static field.

Yet, Zoho appears to use the Display Name as the primary key when importing invoices.  If Display Name is the primary key, when a user changes it, why does that not break the customer record link to its invoice, order and credit history?  Is a customer account ID working in the background?

We have duplicate names for differing customers.  If the import relies on Display Name as the primary key, when I import duplicate Display Names representing multiple people - how will Zoho attribute the invoice to the correct customer account?

When zoho encounters a duplicate Display Name during import, does it look to additional fields, such as email or telephone, to attribute the invoice to the correct customer?  Alternatively, does zoho reject the import or attribute it to the first customer record for which it finds a Display Name match?

Thank you for considering my question. I'd like to understand this before attempting to import many invoices, especially when there is no speedy manner to bulk correct errors. 

Best,
Jeff

    Access your files securely from anywhere

          Zoho Developer Community

              Bootcamp
              Community
              Pricing
              Webinars
              What's New
              Integrations
              Contact Support
              Contact Sales

                Zoho Survey Resources
                  Features
                  Survey Templates
                  Integrations
                  Community
                  iOS Mobile Surveys
                  Pricing
                  Android Mobile Surveys
                  Insurvey Blogs
                  Insight Blogs
                  Tips & Tricks





                                Latest Feature Updates


                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day




                                        Zoho Marketing Automation
                                          Zoho SalesIQ Resources


                                                Manage your brands on social media
                                                Access Zoho Social

                                                  Zoho Pagesense Resources


                                                      Zoho TeamInbox Resources

                                                        Zoho DataPrep Resources



                                                          Zoho CRM Plus Resources

                                                            Zoho Books Resources


                                                              Zoho Subscriptions Resources

                                                                Zoho Projects Resources


                                                                  Zoho Sprints Resources


                                                                    Qntrl Resources


                                                                      Zoho Creator Resources



                                                                          Zoho Campaigns Resources


                                                                            Zoho CRM Resources

                                                                            • CRM Community Learning Series

                                                                              CRM Community Learning Series


                                                                            • Kaizen

                                                                              Kaizen

                                                                            • Functions

                                                                              Functions

                                                                            • Meetups

                                                                              Meetups

                                                                            • Kbase

                                                                              Kbase

                                                                            • Resources

                                                                              Resources

                                                                            • Digest

                                                                              Digest

                                                                            • CRM Marketplace

                                                                              CRM Marketplace

                                                                            • MVP Corner

                                                                              MVP Corner





                                                                                Design. Discuss. Deliver.

                                                                                Create visually engaging stories with Zoho Show.

                                                                                Get Started Now


                                                                                  Zoho Show Resources


                                                                                    Zoho Writer Writer

                                                                                    Get Started. Write Away!

                                                                                    Writer is a powerful online word processor, designed for collaborative work.

                                                                                      Zoho CRM コンテンツ






                                                                                        Nederlandse Hulpbronnen


                                                                                            ご検討中の方





                                                                                                  • Recent Topics

                                                                                                  • Custom Status for Purchase Orders

                                                                                                    Currently Zoho books has functionality to create custom statuses for Sales Orders. Can this be extended to include custom status for purchase orders as well? It was a great decision to add this functionality to sales orders. Our use case is for tracking

                                                                                                  • Remove Address from credit card payment

                                                                                                    I would like to remove the need to add address when paying by credit card. I only want the customer to have to add their credit card details.

                                                                                                  • How to Implement Time-Based Filters in Zoho Workflows?

                                                                                                    Hi everyone, I’m looking for a workaround to implement time-based filters in Zoho workflows. Specifically, I need a workflow to trigger only within certain hours (e.g., between 10:00 AM and 8:00 PM, Sunday to Friday). Currently, Zoho workflows execute

                                                                                                  • Top Menu Disappeared from Blog Page

                                                                                                    Hi, Our top menu disappeared at Blog Posts page. However, it's still visible any other page on the website. I attached two screenshots, so it can be understood clearly. How can we bring back top menu? Thanks, K.

                                                                                                  • Subforms and automation

                                                                                                    If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM

                                                                                                  • My Zoho mail has been blocked for suspicious activity. cannot unblock it! need urgent help!

                                                                                                    Hi, I was accessing my email on an airplane which for some reason resulted in my mail being blocked. I have managed to unblock my incoming however outgoing is still blocked. I have contacted all your support emails but it still says contact support when I try to unblock outgoing emails. Its now been over 8 days with the same issue which is really serious as I'm not able to send several business emails during this period. I have followed all your steps to unblock this and contacted your support 5

                                                                                                  • Copy Widget to another Dashboard

                                                                                                    I can see the option to clone a widget to the same dashboard but is it possible to copy it to another dashboard?

                                                                                                  • booking link that expires

                                                                                                    I have a suggestion that is  crucial. When i send booking URL to clients they keep the link and they book appointment whenever they want multiple times. You should give us the Booking URL feature. We should be able to send it and the user can use it only

                                                                                                  • Error while importing products Purchase Price: Value in the field does not match with the data type supported by us.

                                                                                                    I am trying to import items into zoho inventory using an excel spreadsheet. I keep getting this error Purchase Price: Value in the field does not match with the data type supported by us. no matter how i format the cells this comes up and will not import

                                                                                                  • Quotes Module - import data

                                                                                                    Hello Zoho, is it possible to import Quotes records? I was trying and i have no results. Raport shows no data imported. Could you help me please how to do it?

                                                                                                  • Year-End Wrap: Disconnect now; Reconnect later with Offline Mode

                                                                                                    🎄Happy Holidays🎄 Let's say you are travelling home to spend the holiday season with your loved ones. Before you even board the train, you check your phone only to find your inbox rapidly filling with urgent emails that need your attention. There’s no

                                                                                                  • Exploring SalesIQ's Top Features of 2024: An Insider's Look 🔍

                                                                                                    As we wrap up another year at Zoho SalesIQ, it's time to reflect on how far we've come. This year has been incredible for us in our journey to build a more powerful, flexible, and customer-centric engagement platform. We've introduced several features

                                                                                                  • Resource booking functionality questions

                                                                                                    I'm exploring the resource booking functionality in Zoho Bookings for my organisation's needs. I have a few questions about the available Zoho Bookings functionalities. Is it possible to force all users to sign up for an account before they book a resource?

                                                                                                  • How to create a Field with answers as Yes, No> Further if no is selected a new field to be visible to give details

                                                                                                    Dear All, I am creating a feedback form in HR Letter. The question is were you satisfied with the work allotted. Expected answer to this is Yes, No. Further if the response is no, then a field to be give to fill more details as to why no was selected.

                                                                                                  • Modify the way a phone number is shown in footer on ZOHO Booking Page

                                                                                                    The default display of the phone number field in the footer is not customer friendly - See image below. We would like it to use the accepted standards of phone number display: +61 (0)2 88545440, or allow us to choose. At the moment ZOHO Booking sets how

                                                                                                  • Zoho Bookings Multilingual ?

                                                                                                    Hello, Not sure if there is a way to do it currently, but it would be very helpful if Zoho bookings allowed multilingual translations so we could have our booking pages and notifications setup in multiple languages. Thanks,

                                                                                                  • Allow customers to choose meeting venue and meeting duration on booking page

                                                                                                    My business primarily involves one-to-one meetings with my clients. Given the hybrid-work world we now find ourselves in, these meetings can take several forms (which I think of as the meeting "venue"): In-person Zoom Phone call I currently handle these

                                                                                                  • Problem viewing document imported from google drive.

                                                                                                    Hello, When I add a document via my google drive, it is impossible to preview it. I get the error “Files without extensions cannot be previewed. Download to view this file”. Could you please help me? Also, and this is more of a question: is there a way

                                                                                                  • Two way sync Zoho Mail and Bookings

                                                                                                    Hi, I know it’s possible to view Bookings appointments in Zoho Mail, but is there a way to see my Zoho Mail meetings in the Bookings calendar?

                                                                                                  • Modifying iframe data of Zoho booking iframe

                                                                                                    Hello, I have integrated a Zoho Bookings embedded iframe into my website. Currently, I am pre-filling the booking form with default values as part of our process flow. However, I want to ensure that if an input field is already populated with a default

                                                                                                  • Sending my emails to Spam Folder

                                                                                                    I am loosing my business because of this issue, many of my customers are receiving their email in the spam sometimes no one checks them

                                                                                                  • Why can't I sync my Zoho Mail tasks and notes with my mobile device, and is there a way to fix this issue?

                                                                                                    I'm having trouble syncing my Zoho Mail tasks and notes with my mobile device. Despite following the usual steps, the tasks and notes don't appear on my phone. Is there a way to fix this issue? Regards, Adamjes, Tekskills India Pvt Limited, India.

                                                                                                  • attributed automatically database section

                                                                                                    Hello everyone and happy holidays... here in zoho CRM, I created 3 bases: - Properties (House, apartment ...) - Transactions (Notaries, ...) - Real estate ads I want when the address is identical on these three bases, that in "Properties" the transactions

                                                                                                  • Re: constant rejected email form and to my account

                                                                                                    Hi, have had several rejection when I sent an email to Zoho account as well as other people have sent emails to my as your health Centre they have account and all aspects have been ejected. i wonder why the email are rejecting to and from. If you see

                                                                                                  • How do I redeem credits?

                                                                                                    How do I redeem credits that are shown in billing section?

                                                                                                  • Introducing 'Queries' In Zoho CRM

                                                                                                    Hello everyone! We are here with an exciting feature - Queries in Zoho CRM! A little context before we dive right into the feature specifics :) In today’s fast-paced business environment, immediate access to relevant data is essential for informed decision-making.

                                                                                                  • Will zoho thrive be integrated with Zoho Books?

                                                                                                    title

                                                                                                  • Cannot add IMAP account to "new" Outlook

                                                                                                    Hi, I am attempting to add an IMAP account to my copy of the "new" Outlook on my desktop computer. I have tried using the default password when MFA was disabled and an app password when MFA was enabled. But neither attempt worked. My Windows 11 OS number

                                                                                                  • Update Zoho Flow on Sprint Work Item Status Change

                                                                                                    Hello, I've contacted Zoho One support but have been unable to help in a timely manner, so I'm asking the community. I want to start using sprints, but I'm having an issue. I need to post updates to Slack when a Work Item has a status change. My understanding

                                                                                                  • Issue with skip_workflow Not Preventing Edit Workflow Trigger

                                                                                                    Hi Team, I am trying to upload a file to a form in Zoho Creator. However, during the upload, an edit workflow is being triggered. I want to prevent this workflow from running, so I have used the skip_workflow parameter as mentioned in the API documentation:

                                                                                                  • Create Dashboard using data/tables from different workspaces

                                                                                                    Is it possible do create a Dashboard using different tables that are part of different Workspaces? 

                                                                                                  • Este domínio já está associado a esta conta

                                                                                                    quando digitei meu domínio recebi essa mensagem que meu domínio estava associado a uma conta que eu nem faço idéia de quem seja. Como que faço pra resolver isso?

                                                                                                  • Storage addon failed to upgrade

                                                                                                    Hi, I am trying to purchase addon storage, but i am getting upgrade failed error Sorry! We are unable to process your information. Please try again after some time. If the problem occurs again, please visit our Contact Us page to reach out to the appropriate

                                                                                                  • no puedo recibir correos

                                                                                                    Hola, en la cuenta de la empresa desde hace unos tres días dejamos de recibir correos y no hemos realizado ningun cambio de configuracion, requerimos asistencia urgente por favor

                                                                                                  • Default reminders on Emails

                                                                                                    I have seen that it is possible to set, for each email, a reminder when the email remains unresponded for some time. This is very useful, so useful that I would like to set it for all my emails, by default. Because an unanswered email usually requires

                                                                                                  • NO PUEDO RECIBIR CORREOS EN MI CUENTA ZOHO MAIL

                                                                                                    LO QUE SI PUEDO HACER ES ENVIAR CORREOS PERO NO PUEDO RECIBIR CORREOS. Y LA CONFIGUIRACION DE MI DNS YA ESTA CORRECTA Y APUNTAN A ZOHO PERO AUN ASI NO PUEDO RECIBIR  NECESITO AYUDA URGENTE YA QUE EN MEXICO NO HAY FORMA DE COMUNICARNOS VIA TELEFONIA CON

                                                                                                  • Send email is not authenticated

                                                                                                    Hi, I’m getting an error in Gmail, when receiving an email from my account in zoho, my email is already authenticated in my domain, and I don't know why I keep receiving this message... also testing in outlook, the message goes directly to "junk".

                                                                                                  • Using Queries with dynamic parameters in Kiosk Studio

                                                                                                    Hi, I'm pretty new when it comes to developing within Zoho (I'm really a .NET developer), as it was just added to my responsibilities. For a new feature in the CRM, I'm trying to develop a Kiosk function to show a list of records (retrieved by the new

                                                                                                  • Workflow Based on Manual Journal

                                                                                                    Manual journal entries are one of the few areas that cannot kick off a workflow automation in Zoho Books currently. I would propose considering adding that. My use case is that the payroll provider I use (a flavor of SurePayroll) has a Zoho Books automation

                                                                                                  • How do I hide all leads from Standard users in my CRM ZOHO

                                                                                                    I want to configure my crm zoho in such a way that standard users will only see leads owned or assigned to them. How do I go about doing this? I have tried all i could, but nothing...can anyone help me?

                                                                                                  • Next Page