When you have hundreds and thousands of records in your Recruit, as your business grows, it becomes a very difficult task to check for duplicates. Zoho Recruit provides you with an option to check if a record already exists in your Recruit account by using the concept of unique fields.
A unique field is that field in a record whose value makes the record unique. Email addresses of people are good examples of unique fields because clearly, two people cannot have the same Email address. It is a very unique attribute. Other examples include Social Security Numbers, Passport Numbers, Product codes and the like. In Zoho Recruit, you can mark a field from any module as "Unique". Once marked as "Unique", these fields play a vital role in managing duplicate records in Zoho Recruit in various instances including manual creation of records as well as records created via import.
The administrator or a user with the Customize Zoho Recruit profile permission will be able to mark a field as unique. Once a field is marked as unique in a module, you will be able to arrest the creation of duplicate records in that module via manual creation, imports, integrations, web forms and so on.
Permission Required: All the users can use this feature once it is enabled.
Mark a field as unique
Users with the Customize Zoho Recruit permission in profile can enable this feature. All the Administrators will receive an email notification, when this feature is enabled or disabled. Please note that you need to enable it separately for the Candidates and Contacts module. Once it is enabled, all the users can use it and they will be notified while adding a candidate or a contact whose email address already exists in Recruit.
Click on this link to know how to mark a field as unique and related notes: Mark a field as unique
There are different ways of adding a record in Zoho Recruit. You can fill the candidate/contact form, clone a record, use the web forms, import records, use API and use many other ways to add records. Below, you will find the various scenarios when email duplication check is performed.
Note
Email address duplication check will not be performed in the following scenarios:
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
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.
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.