Improvements to finding and merging duplicate records in CRM
Hello folks,
Here's a quick update about managing duplicate records in Zoho CRM.
Removing duplicate records is often the difference between a clean and organized CRM and one that's a drag on your users' everyday work.
In Zoho CRM, you can proactively curb the creation of duplicate records by setting certain fields as
unique. In cases where duplicate records persist, you can use the
find and merge
option or the
deduplicate records
option to eliminate duplicate records.
Now, we have some neat tweaks to the
Find and Merge
and
Deduplicate Records
features in Zoho CRM:
-
Modify the fields used in your search criteria
(Available to all users)
Previously, in the
Find and Merge
feature, you couldn't pick the fields you used to search for duplicate records. With the latest update, you can pick the fields you want as well as add and remove fields. This helps you fish out duplicates that might have otherwise been missed.
-
Manage duplicate records in Deals and custom modules
(Updated on Aug 16, 2023: Released for all users. Find and merge is available in all editions while Deduplicate records is available in Professional edition and above)
Previously, these options (Find and Merge
and
Deduplicate Records) were available only in the Leads, Accounts, Contacts, and Vendors modules. Now you can use them in Deals and custom modules as well, so duplicates can be eliminated more efficiently across your CRM
-
Previously, the
Created time
and
Created by
fields were filled with values from the master record. Now they'll be populated with the values found in the
oldest
record among the records being merged.
(All users)
Find and merge
is available in all editions while
Deduplicate records
is available in Professional edition and above.
We hope you find these enhancements useful in the hunt for duplicate records in your CRM. Do let us know what you liked and what you didn't like in the comments section below.
Deliver unforgettable customer experiences
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
Sticky Posts
Enrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing
New capabilities for custom buttons: Elevate UX and CX with just a click!
Dear Customers, We hope you're well! We're happy to announce enhancements we've made to buttons. Buttons in Zoho CRM are a simple yet versatile customization tool. It offers great usability for CRM users, enabling them execute important actions as required.
Introducing Zia Presentation in Zoho CRM
----------------Moderation 3.0, Date: 10th May'24--------------------------------------- Zia's Presentation feature is now available for orgs in US, EU, IN, CN, JP, and AU DCs. Orgs., with Enterprise or Ultimate editions with 20+ user licenses can access
Zoho CRM Digest - February 2024
We're thrilled to bring you the February digest, packed with exciting product updates and engaging discussions from the Zoho CRM Community. Keep reading to stay in the loop! Product Updates: Zia Enhancements Be it Tasks, Calls, or Meetings, Zia's activity
Canvas templates can now be shared with different CRM organizations
----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help
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 WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Zoho Show Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.