When you work with a significant volume of data, it gets quite challenging to keep your database free from duplicates. As the avenues to create records in CRM increase, the chances of duplicate entries increase as well. For example, the same lead may be created via import as well as via APIs. To help you manage a clean set of data, Zoho CRM offers both proactive and reactive solutions.
|Find & Merge Duplicate Records
When to use:
|When to use:
It is ideal to use this feature when you are not clear if there are duplicates and you want CRM to run a duplication check based on certain unique fields.
Example: You run a duplication check on the Leads module based on the Email field.
How it works:
Go to the specific record's Detail page and click the Find & Merge Duplicates option.
This will fetch the duplicate entries for that record.
How it works:
You need not go to a specific record's page. Simply click the De-duplicate tool from the module's list view and select the fields based on which the search must be made.
Example: If you choose the Email and Company fields, CRM will search for all records in which the Email and Company field values are the same.
You can run a check based on a maximum of three fields at a time.
Once the list of duplicate records has been displayed, you can manually select and merge the records from the search results. CRM does not automatically merge the duplicates
You can merge a maximum of three fields at a time.
CRM automatically merges duplicate entries if they are exact copies of each other.
If you are looking to merge the duplicate entries of specific records, Find & Merge Duplicates is the ideal tool for you. Simply go to the Detail page of the specific record and deploy this tool to fetch its duplicates.
The Find & Merge Duplicates tool also allows you to enter further criteria to search for duplicates. There are six fields in which you can specify the criteria in each module. Once the duplicates have been found, you can merge them manually.
This tool is available only in the Leads, Accounts, Contacts, and Vendors modules and you can merge maximum three records at a time.
To find and merge duplicate records
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