Tip #7: Create Unique Fields to avoid duplicate records
Hello everyone,
We are back with a great tip for this week, yet again, on how you can maintain a clean CRM database. While it's a good thing to drive all your focus on putting Zoho CRM to its best use, it is equally important to maintain a clean, clutter-free system. Following our previous tip "Maintain a style sheet for a clean CRM database" here's another tip on how you can avoid duplicate records in your CRM database.
Tip #7: Create Unique Fields to avoid duplicate records
With multiple lead sources and multiple people handling your CRM system, the chances of adding duplicate records get higher. And as your CRM database grows, it is almost impossible to look for duplicate records manually, every now and then. Don't worry, we've got you covered!
Zoho CRM helps you avoid the creation of duplicate records in the first place. How?
Mark a field as unique.
A unique field is a field in a record whose value makes the record unique. For example, the email address field could be marked as a unique field because, clearly, no two people can have the same email address.
Similarly you could include Passport Numbers, Social Security Numbers, and the like as custom fields for leads and contacts and mark them as unique fields. This way, Zoho CRM will not allow the creation of a duplicate lead or contact that holds the same unique field value that's already existing.
Unique fields play vital role in managing duplicate records from various sources like manual creation of records, records created via import, APIs, integration, web forms, etc,. To know more about unique fields, click here.
So what will be your unique field? Do try this tip and let us know what you think by commenting 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
ZUG (Zoho User Group) In-person Meetups - Learn, Share, and Discuss All Things Zoho
Hi, We hope you are all doing well. We are excited to announce the second leg of our in-person Zoho User Group (ZUG) meetups in your region. A quick update: Our first leg of meetups in 2024 reached completion, and Zoho experts had the opportunity to meet
Tip #35 - On using Kanban View in Zoho CRM
Hi folks, It's that time of the week again, and I am back with a quick tip about using Kanban View in Zoho CRM. If you think you missed any of our previous weeks' tips, you can read them here. Tip #35 - On using Kanban View in Zoho CRM You deal with so many records in CRM every single day! When you click open each module in Zoho CRM, you have hundreds of records, each in various stages of your sales pipeline. Wouldn't it be cool if you had them all sorted automatically without having to filter
ZUG (Zoho User Group) In-person Meetups - Learn, share and discuss all things Zoho
Hi, Hope you all are well. We're excited to announce our second leg of in-person Zoho User Group (ZUG) meetups in your region. A quick update - Our first leg of meetups in 2024 progressed and reached completion smoothly, where Zoho experts had the opportunity
ZUG (Zoho User Group) In-person Meetups - Learn, share and discuss all things Zoho
A big warm hello to the Zoho Community, and Happy new year to all of you! We're thrilled to let you know that our ZUG Meetups for 2024 have almost begun, and we can't wait for you to be a part of them. We have some interesting topics in store for this
Cloning Email Templates across modules in Zoho CRM.
The option of cloning email templates across modules has been a long standing feature request from the Community. Thank you all for being so patient with us. We are happy to inform you all that this enhancement has been rolled out. Just in case you haven't noticed it already, cloning email templates is possible now! Cloning is useful because it cuts down the hassle of having to create the same email templates again for different modules. Here are the steps: Navigate to Settings---> Customization--->Templates
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.