Zoho CRM Tips & Tricks #02 | Maak een uniek veld om duplicaten te voorkomen

Zoho CRM Tips & Tricks #02 | Maak een uniek veld om duplicaten te voorkomen



Wanneer je veel records hebt, wordt het naarmate jouw bedrijf groeit een lastige taak om te controleren op duplicaten binnen je CRM. Zoho CRM kan je deze helpen op te sporen, voordat deze kunnen worden aangemaakt. Dit kan je met behulp van wat we "unieke velden" noemen doen.

Hiervoor moet een veld als "uniek" worden gedefinieerd. Een e-mailadres waarvan het veld als uniek wordt gemarkeerd, mag bijvoorbeeld niet twee keer in jouw CRM voorkomen. Volg onderstaande stappen om een veld als "uniek" te definiëren. Dit kan je voor je e-mail doen, maar bijvoorbeeld ook voor burgerservicenummers, paspoortnummers of productcodes. Je kan binnen Zoho CRM een veld vanuit elke module als "uniek" definiëren.
  1. Log in op je Zoho CRM-account met beheerdersrechten.
  2. Ga naar instellingen > Aanpassing > Modules en Velden
  3. Selecteer de gewenste module en ga via de instellingen (de drie puntjes) naar de "indeling" van deze module.
  4. Selecteer hier het type indeling, bijvoorbeeld "standaard".
  5. Hier kan je voor een geselecteerd veld de instellingen openen en "geen dubbele waardes toestaan" selecteren.
Klik op onderstaande link om een korte demo te bekijken hoe je dit doet:

​



    • Sticky Posts

    • Virtual Community Meetup over Canvas voor Zoho CRM

      Beste Community leden, Wij nodigen jullie graag uit voor de Virtuele Community Meetup over Canvas voor Zoho CRM! Met Canvas kun je de gebruikersinterface van Zoho CRM herontwerpen tot een gebruiksvriendelijke en dynamische tool. Deze oplossing vereenvoudigt

    • Tips & Tricks #01 Top 10 Zoho CRM Integraties

      Wij helpen jou graag om het beste uit je CRM te halen. Zoho CRM ondersteunt verschillende Apps en Add-ons die jouw efficiëntie kunnen verbeteren wanneer je met sales leads, prospects en klanten werkt. Integratie is mogelijk met een uitgebreide set aan

    • Webinar - Nieuwe Canvas Functie voor Zoho CRM

      Wij nodigen jou graag uit voor de Webinar over de nieuwe Canvas-functie van Zoho CRM! Tegenwoordig zien alle CRM-softwares er hetzelfde uit: rijen met data op een witte achtergrond met een contrasterende kleur bovenaan en aan de randen. Dat is NU verleden

    • Ask the Experts #1 Online Forum Q&A over Canvas voor Zoho CRM

      Beste Community leden, Zoals jullie weten lanceerde Zoho CRM deze maand Canvas, de eerste CRM Designstudio in de branche! Met Canvas is het mogelijk om creatieve en praktische ontwerpen te creëren zonder enige kennis van programmeren te hebben. Het is

    • Ontdek onze nieuwe Canvas functie voor CRM

      Het gehele Zoho team is verheugd om onze nieuwe Canvas functie te introduceren, de enige functie binnen de branche die u in staat stelt om het ontwerp van uw CRM aan te passen! Canvas is een ingebouwde designstudio in Zoho CRM, waarmee u uw gebruikersinterface

      • Recent Topics

      • Zoho Books blocks invoicing without VeriFactu even though it is not mandatory until 2027

        I would like to highlight a very serious issue in Zoho Books for Spain. 1. The Spanish government has postponed the mandatory start of VeriFactu to January 1st, 2027. This means that during all of 2026 businesses are NOT required to transmit invoices

      • Problem : Auto redirect from zoho flow to zoho creator

        Hi there, I've been waiting for zoho team to get back on this for last couple of days. Anyone else have the problem to access zoho flow? everytime I click on zoho flow it redirects me to zoho creator. I tried incognito mode but it still direct me to zoho

      • Trouble with using Apostrophe in Name of Customers and Vendors

        We have had an ongoing issue with how the system recognizes an apostrophe in the name of customers and vendors. The search will not return any results for a name that includes the mark; ie one of our vendors names is "L'Heritage" and when entering the

      • Why am I seeing deleted records in Zoho Analytics syncing with Zoho CRM?

        I have done a data sync between Zoho CRM and Zoho Analytics, and the recycle bin is empty. Why do I see deleted leads/deals/contacts in Zoho Analytics if it doesn't exist in Zoho CRM? How can I solve this problem? Thanks

      • Nueva edición de "Ask The Expert" en Español Zoho Community

        ¡Hola Comunidad! ¿Te gustaría obtener respuestas en directo sobre Zoho CRM, Zoho Desk u otra solución dentro de nuestro paquete de CX (Experiencia del Cliente? Uno de nuestros expertos estará disponible para responder a todas tus preguntas durante nuestra

      • How to use MAIL without Dashboard?

        Whenever I open Mail, it opens Dashboard. This makes Mail area very small and also I cannot manage Folders (like delete/rename) etc. I want to know if there is any way to open only Mail apps and not the Dashboard.

      • Peppol: Accept Bill (Belgium)

        Hi, This topic might help you if you're facing the same in Belgium. We are facing an issue while accepting a supplier bill received by Peppol in Zoho Books. There is a popup with an error message: This bill acceptance could not be completed, so it was

      • click to call feature

        I've Zoho CRM and in that i want click to call feature.

      • Zoho Books is now integrated with Zoho Checkout

        Hello everyone,   We're glad to be announcing that Zoho Books is now integrated with Zoho Checkout. With this integration, you can now handle taxes and accounting on your payment pages with ease.   An organization you create in Zoho Checkout can be added to Zoho Books and vice-versa. Some of the key features and benefits you will receive are:   Seamless sync of customer and invoice data With the end-to-end integration, the customer and invoice details recorded via the payment pages from Zoho Checkout

      • Sync Issue

        My Current plan only allows me with 10,000 rows and it is getting sync failure how to control it without upgrading my plan

      • Add Zoho PDF to Zoho One Tool Applications

        It should be easy to add from here without the hassle of creating a web tab:

      • JOB WISE INVOICE PROCESS

        I WANT TO ENABLE JOB WISE TRACKING OF ALL SALES AND PURCHASE

      • PDF Template have QTY as first column

        I want to have the QTY of an item on the sales orders and invoices to be the first column, then description, then pricing. Is there a way to change the order? I went to the Items tab in settings but don't see how to change the order of the columns on

      • RAG (Retrieval Augmented Generation) Type Q+A Environment with Zoho Learn

        Hi All, Given the ability of Zoho Learn to function as a knowledge base / document repository type solution and given the rapid advancements that Zoho is making with Zia LLM, agentic capabilities etc. (not to mention the rapid progress in the broader

      • Welcome to the Zoho ERP Community Forum

        Hello everyone, We are thrilled to launch Zoho ERP (India edition), a software to manage your business operations from end to end. We’ve created this community forum as a space for you to ask questions, comment answers, provide feedback, and share your

      • In App Auto Refresh/Update Features

        Hi,    I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users.   The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps.    I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With the

      • Consolidated report for multi-organisation

        I'm hoping to see this feature to be available but couldn't locate in anywhere in the trial version. Is this supported? The main aim to go to ERP is to have visibility of the multi-organisation in once place. I'm hopeful for this.

      • IMAP mail after specify date

        Hi My customer's mail server is on premise and mail storage is very huge. So It never finish sync. and finally stop sync. Cloud CRM have a option like zoho mail sync mail after some date.

      • Claude + MCP Server + Zoho CRM Integration – AI-Powered Sales Automation

        Hello Zoho Community 👋 I’m excited to share a recent integration we’ve worked on at OfficehubTech: ✅ Claude + MCP Server + Zoho CRM This integration connects Zoho CRM with Claude AI through our custom MCP Server, enabling intelligent AI-driven responses

      • Issue with open-rate reporting in Zoho Campaigns

        Hello, Since yesterday I’ve been experiencing an issue with the open-rate reports in Zoho Campaigns. The campaigns I send appear in the reports as if none of the emails have been opened, even though I know they have. To verify this, I replicated the campaign

      • Notes badge as a quick action in the list view

        Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associated

      • Search Bar positioning

        Why is the Search bar on the far right when everything is oriented towards the left?

      • Basic Mass Update deluge schedule not working

        I'm trying to create a schedule that will 'reset' a single field to 0 every morning - so that another schedule can repopulate with the day's calculation. I thought this would be fairly simple but I can't work out why this is failing : 1) I'm based in

      • The Social Playbook - January edition: Getting started with content creation

        Social media isn’t just about posting some random content. It’s about why certain content works, how brands stand out, and what makes people pause mid-scroll. The Social Playbook is a monthly community series where we break all of that down. Through real

      • Import Error: Empty values for mandatory fields - Closing Date

        Hello, I've tried multiple times to import a CVS Potential list from another Zoho account. But the error message I get is: Empty values for mandatory fields - Closing Date There are valid dates in this field, so I don't understand why this error messages

      • Adding custom "lookup" fields in Zoho Customization

        How can I add a second “lookup” field in Zoho? I’m trying to create another lookup that pulls from my Contacts, but the option doesn’t appear in the module customization sidebar. In many cases, a single work order involves multiple contacts. Ideally,

      • Special characters (like â, â, æ) breaking when input in a field (encoding issue)

        Hey everyone, We are currently dealing with a probably encoding issue when we populate a field (mostly but not exclusively, 'Last Name' for Leads and Contracts). If the user manually inputs special characters (like ä, â, á etc.) from Scandinavian languages,

      • Feature Requests - Contact Coloured Picklist Visibility & Field Visibility During Ticket Creation

        Hi Desk Team, I have 2 feature requests for you. Since Coloured Picklists are now available in Desk, It would be great if the colours were visible on the Related Details (Contact Information) when creating a ticket. In the screenshot below, I have 2 fields

      • How to integrate XML with Zoho CRM

        Hi, I have an eCom service provider that gives me a dynamic XML that contains order information, clients, shipments... The XML link is the only thing I have. No Oath or key, No API get... I want to integrate it into Zoho CRM. I am not a developer nor

      • Feature Request - Ability to Customise Contact Info Card on Ticket Details View

        Hi Desk Team, I've added a "Contact Priority" and "Account Prioirty" field and it would be very useful to agents if they could see that information in the Contact Info card on the Ticket Details view. It would be great if we could choose some fields to

      • Tax in Quote

        Each row item in a quote has a tax value. At the total numbers at the bottom, there is also a Tax entry. If you select tax in both of the (line item, and the total), the tax doubles. My assumption is that the Tax total should be totalling the tax from

      • Zoho Flow integration with Facebook Messenger and Whatsapp

        Hi there,  any plans of adding integrations with Facebook Messenger and Whatsapp into Zoho Flow? Seems that more and more business are delivering automated updates such as "your order is received",  "your order has been shipped" and so on via these two platforms. Not sure if Whatsapp has the API access needed i am pretty sure that Facebook Messenger has... Kind regards Bo Thygesen 

      • Multi-currency and Products

        One of the main reasons I have gone down the Zoho route is because I need multi-currency support.  However, I find that products can only be priced in the home currency, We sell to the US and UK.  However, we maintain different price lists for each. 

      • Campaigns unsubscribe/manage preferences links

        Hi, Where can I edit the unscubscribe and manage preferences link in the footer of the email. I would like it so that when you click 'manage preferences' an form opens up that allows the person to choose what type of emails they do and don't wish to

      • email address somehow still not verified (?!)

        L.S. After creating a new email template in CRM I was about to send a group email to my clients, then Zoho CRM announced that they would change the sender address to some kind of Zoho-e-ddress because my email address "has not been verified". Not only

      • Marketing Tip #17: Add credibility to your online store with Review Widgets

        One of the fastest ways to build trust in an online store is to show real customer feedback right where people are deciding to buy. Third-party widgets let you embed things like Google Reviews, Instagram feeds, or even a WhatsApp chat button. These add

      • adding several team members to an Opportunity

        How can we add several team members to one opportunity for collaboration? I have researched and only found something called Deal Team which I cannot find in my CRM to configure.

      • PDF Annotation is here - Mark Up PDFs Your Way!

        Reviewing PDFs just got a whole lot easier. You can now annotate PDFs directly in Zoho Notebook. Highlight important sections, add text, insert images, apply watermarks, and mark up documents in detail without leaving your notes. No app switching. No

      • Bulk update Profile Permissions

        Dears, What should we do if we add new forms or reports and need to update more than 20 permissions? Updating them one by one feels pretty harsh, doesn’t it?

      • From Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View

        Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world with

      • Next Page