Metadata-Based Automatic Conflict Resolution for Duplicate CRM Records

Metadata-Based Automatic Conflict Resolution for Duplicate CRM Records

Hi Zoho CRM Team,


Zoho CRM already detects duplicate records and supports merging them. However, when duplicate records contain conflicting field values, users still need to manually decide which value should be retained.

I suggest exploring a Conflict Resolution Assistant that uses field-level metadata such as source, last updated time, verification status, and data quality to recommend the most reliable value.

The system could also explain why a value was recommended, while allowing the user to approve or change the recommendation before merging.

This could reduce manual effort and make duplicate record conflict resolution more transparent and consistent.



Thanks,
Mari Sudha