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




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