Take action on records based on detected duplicate images

Take action on records based on detected duplicate images

Hello all,

We've enhanced our duplicate image detection feature to improve data accuracy, reduce duplicate data, and reduce manual effort. Previously, the system would simply alert you to potential duplicate images, but now you can take action directly within the module.

What's new:
  1. Merge duplicates: Simplify data management by selecting up to two records based on duplicate images to merge with a master record.
  2. Mark as unique: Easily mark a record as unique to remove it from the duplicate list and ensure it's not flagged again.

Imagine you're a record owner of a module in Zoho CRM. Previously, you'd see an indicator flagging potential duplicates but had to manage them individually. Now, you can quickly merge duplicates or mark images as unique, saving time and reducing errors. Let's look at it in greater detail.

Merge records
Merging turns duplicate detection into something actionable instead of purely informational. When two records have similar record images (e.g., duplicate leads created because someone reached out with a different phone number or email), and if they need to be combined as one record, the user can consolidate them into one master record instead of maintaining multiple redundant entries.



Mark as unique
Marking records as unique solves the opposite problem: false positives. Sometimes two profile images just look alike, or Zia's face-matching flags a pair that isn't actually the same person. Marking one as unique tells the system "don't keep showing me this pairing again." It pulls that specific record out of that particular duplicate bucket so it won't resurface in future detections.


These enhancements allow you to clean up your database efficiently by merging duplicates and marking unique images to ensure your records remain accurate.

Feel free to write your thoughts as comments below.

Info
Availability

DCs: This enhancement is released to customers of the following DCs: US, JP
Editions: Professional | Enterprise | Ultimate | CRM Plus | Zoho One 

Regards
Fiona