Deduplicate Contacts and Accounts
Over a period, there maybe a chance of accumulating duplicate records. You can search the duplicates and merge them for a better organization of records. The Deduplication feature helps you to find duplicate records in bulk and merge them as one record. With this, you have the option to search for all duplicate records in the Customers module based on a selected field.
- First Name
- Last Name
- Full Name
- Email
- Secondary Email
- Email & Secondary Email
- Phone
- Account Name
- Phone
- Navigate to the Customers module.
- Click More Actions icon (
) in the upper-right corner of the page.
- You can choose either Contacts or Accounts tab.
- Click Deduplicate Contact/Account.
- In the Find Duplicates window, click an option to search the duplicate records.
- Click Find.
- From the list of matching records, select at least two records to be merged.
- Click Merge.
- In the Merge Contacts/Accountspage, select the record that you want to maintain as the Master Record. Select the data that is to be retained.
You can merge a maximum of 3 records at a time. Also, you can only merge the records from the same group. - Click Merge.
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
Associating Contacts with Multiple Accounts
The contacts who submit tickets might work with more than one company. A consultant might work on behalf of multiple businesses, or a business owner might operate more than one company. In all these situations, you might be needing to relate a single ...Know your Customers | Contact and Account Information
Zoho Desk displays an overview for each of your customers to help you better understand their interaction with your help desk. The following are the information displayed on the details page of your contacts and accounts: Customer Activity: Keep a ...What are the Contact Associates?
Contact Associates are entities that are relevant to your contacts and most importantly, be linked with the other standard modules in your helpdesk. The associates provide contextual information about a contact like associated tickets, related ...Contact Locator Extension for Zoho Desk
Are you looking at an unfamiliar address? Do you want to assign tickets to the nearest field service engineer? Or are you looking for the best route to reach your customer? The Contact Locator extension will help you do all of this much faster. This ...Add, Edit and Delete Contacts
Contacts, also known as end-users are customers who send in support tickets through one of the many channels you have enabled in Zoho Desk. They can submit tickets, read articles and track the status of their tickets on your Help Center. Also, ...