Card Scanner app creating duplicate Accounts
Hi all,
I recently added Card Scanner app by ZOHO on my phone. I scanned several business cards, and realized that there were some newly added Accounts.
Let's say there is an Account named ABC (US) CO., LTD in our system already. The app scanned the business card as ABC(US) CO., LTD. So the difference is, there is a space in between "ABC" and "(US)" and the app recognized as different company and created the new Accounts.
I wish I can have selection of company from existing Account on system. I can realize typo but such small things, I need to double check with existing data on CRM every single time before saving on the app.
I appreciate that the system is not case sensitive, but is there any way I can avoid these? Does anyone have same problems? If so do you get any solution?
I was thinking to sort by the date created and delete the new Accounts but these are already associated with the added Contacts.
Topic Participants
Noriko Hirano
Pheranda Nongpiur
Daria Curcio
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