Tip #6: Crea campos únicos para evitar el duplicado de registros

Tip #6: Crea campos únicos para evitar el duplicado de registros

Tips and tricks #06, adaptado de Aishwarya EK
¡Hola usuarios!

La semana pasada hablamos de la importancia de tener una base de datos organizada para empezar mejor el nuevo año. Si bien es importante tener el foco en utilizar Zoho CRM de la mejor forma, también lo es el mantener una base de datos limpia y ordenada. Siguiendo con este hilo, hoy te ofrecemos un nuevo consejo sobre cómo evitar los registros duplicados en tu base de datos de CRM.

Tip #6: Crea campos únicos para evitar el duplicado de registros.

Campaigns, Social, Backstage, Sales IQ, etc. ¡Tenemos tantas posibilidades de recoger y almacenar posibles clientes! Con múltiples fuentes y diversos compañeros utilizando el mismo sistema CRM, la probabilidad de añadir contactos duplicados se incrementa. Y mientras la base de datos crece, es más complicado buscar estos registros duplicados manualmente. No te preocupes, ¡estás cubierto!

Zoho CRM te ayuda a evitar la creación de registros duplicados desde su creación. ¿Cómo? Marca el campo como único.

Un campo único es un campo en un registro cuyo valor lo hace único. Un ejemplo de campo único puede ser el del correo electrónico, ya que de forma habitual cada correo electrónico corresponde a una sola persona. Si se define este campo como único, sólo los datos de una persona se asociarán a esa cuenta de correo electrónico.



Otro campo que puede servir como único es para datos como el DNI, NIF y otros documentos de identificación personal y fiscal. Puedes añadir estos campos personalizados y hacerlos campos únicos en los módulos de posibles clientes, contactos y cuentas. De esta forma, Zoho CRM no permitirá la creación de registros duplicados que contengan un valor ya existente en el mismo campo.

Veamos algunos casos en los que podrían surgir registros duplicados para comprender mejor la herramienta.

Caso 1: Posibles clientes a través de formularios web y formularios integrados en aplicaciones.

En aquellos casos en los que el registro de posible cliente se realice mediante la integración con otras aplicaciones y formularios web, utilizar el campo único como campo requerido a rellenar por el usuario puede facilitarnos el control de registros duplicados. En este caso, los registros se almacenarán en tu CRM para su aprobación en Posibles Clientes > Más (...) > Aprobar Posibles Clientes > Duplicar Posibles Clientes.



Caso 2: Nuevo posible cliente que ya existe como contacto.

Los campos únicos son específicos para cada módulo. Por ejemplo, si marcas un campo único en el módulo Contactos, y un nuevo contacto se crea con el mismo valor de campo único (pongamos el mismo correo electrónico), el sistema alertará sobre el registro duplicado. Sin embargo, la inspección de duplicados no se realizará en el módulo de Posibles Clientes. Atención: si decides convertir el Posible Cliente a Contacto, el sistema te alertará de que éste ya existe como contacto, por lo que te obligará a que la información de ambos se quede en el registro de contacto existente:
​


Los campos únicos juegan un rol importante en la gestión de registros duplicados de distintas fuentes, como son la creación manual, registros creados via importación, APIs, integraciones con aplicaciones, formularios web, etc. Para descubrir más sobre campos únicos, haz clic aquí.

¿Conocías esta función? ¿Qué te parece? ¡Añádelo en los comentarios!




        • Recent Topics

        • Zoho IP blocked by SpamHaus

          ERROR CODE :550 - 5.7.0 Your server IP address is in the SpamHaus SBL-XBL database, bye

        • File Upload in Creator's Subfrom

          Hello Sir/Madam, Here is a Problem......... Scenario: In CRM One Custom Module (Payments) have one File Upload Field now we have to Upload that File into Creator's Custom Form (Documents) have one Subform (Documents) in Document Upload Field using Deluge

        • Error AS101 when adding new email alias

          Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

        • Trigger workflow base on email clic

          Searching the help and forum, I see that there were workflow trigger rules based on email. But now, I can't find this type of trigger when I create a custom workflow. What I'm looking for would be to automate the sending of an email for a new prospect,

        • Bigin Form Acknowledgement

          How to troubleshoot and find out why form acknowledgement is not sending emails after form submission?

        • Option to Customize Career Site URL Without “/jobs/Careers”

          Dear Zoho Recruit Team, I hope you are doing well. We would like to request an enhancement to the Career Site URL structure in Zoho Recruit. In the old version of the career site, our URL was simply: 👉 https://jobs.domain.com However, after moving to

        • Zoho Mail POP & IMAP Server Details

          Hello all! We have been receiving a number of requests regarding the errors while configuring or using Zoho Mail account in POP/ IMAP clients. The server details vary based on your account type and the Datacenter in which your account is setup. Ensure

        • Ever since the new Android App udpates notifications are not working

          notifications are not working for the app is its closed I followed the tutuorial to the notificaction fixed and everythig seems to be right but notifications are not workig

        • Zoho Analytics & Zoho Desk - but not all desks

          I have several desks in our company and one of those is used by our HR department. I want to bring through the data to the shared Zoho Analytics workspace - except for the HR desk. Can this be excluded at data import stage ?

        • Incoming Emails Not Showing Up in Zoho Inbox

          Hi - I have my Zoho email account set up to forward a copy of all incoming emails to a secondary Gmail address, whilst retaining the original email in the Zoho inbox. However, all my incoming emails are currently not showing up in my Zoho inbox, so I'm

        • How to retrieve my following requests on this forum?

          Sorry, but I did not find the proper subforum for this question.

        • How to list emails in a folder, e.g. Inbox, on multiple pages when using Zoho mail webpage?

          Something as shown in the figure. There are totally 50 emails in Sent folder. If "Mail per page" equals 20, then the Sent folder is split into 3 pages. When I wander through Sent folder, I can just select a specific page to jump to. BTW, it seems that

        • Unable to Create Zoho Booking via the Book Appointment API

          Its giving the below error {     "response": {         "errormessage": "Error setting value for the variable:customer_details\n null",         "status": "Error"     } } Request: POST Url: https://www.zohoapis.in/bookings/v1/json/appointment attached Zoho-oauthtoken

        • SHEET - Send email when a cell changes

          I would like to create a custom function for Zoho Sheet that triggers when a paticular cell changes to a specific value. This would result in sending an email to a recipient (this would be an address that remains the same and included in the script). Example: = IF(N4= "Drafted", <>EmailFunction) 1)     Cell N4 changes to "Drafted" 2)    Email is sent to recipient            or alternatively 3)    Post to chat channel I have found the Custom function editor in Sheet. I am not bad at scripting, but

        • Apply transaction rules to multiple banks

          Is there any way to make transaction rules for one bank apply to other banks? It seems cumbersome to have to re-enter the same date for every account.

        • 【開催報告】 福岡 ユーザー交流会 2025/8/8（金）

          皆さま、こんにちは。コミュニティチームの中野です。 8/8（金）に、福岡 ユーザー交流会を開催しました。 本投稿では、その様子をお届けします。当日の登壇資料などもこちらに共有しますので、参加できなかった皆さまもご参照ください。 今年初の開催となる福岡 ユーザー交流会では、CreativeStudio樂合同会社 前田さんによるZoho CRM / Sign / Survey の事例セッションのほか、 Zoho社員セッションでは、Zoho Forms の活用法を解説。 さらに、「見込み客・顧客データの管理/活用方法」をテーマに参加者同士でZoho

        • no me llegan los correos a Zoho mail

          No puedo recibir correos pero sí enviarlos, ya hice la modificación de MX y la verificación de teléfonos, qué es lo que ocurre? gracias

        • Error: Invalid login: 535 Authentication Failed

          I have used zoho with nodemailer. const transporter = nodemailer.createTransport({ host: 'smtp.zoho.com', port: 465, secure: true, auth: { user: 'example@example.com', pass: 'password' } }); While sending the mail, it shows the following error: Error:

        • Zoho Renewal

          Hello, If I am not going for zoho email renewal. will i get back my free zoho account? and if yes then is it possible to get back my all free user. how many user get back 10 or 25?

        • Not reciving emails

          Apparently i cannot recive emails on my adress contact@sportperformance.ro I can send, but do not recive. The mail i'm trying to send from mybother adress gets sent and doesn't bounce back... but still doesn't get in my inbox. Please advise

        • Not receiving MailChimp verification e-mail

          It seems that their verification e-mails are blocked. I can receive their other e-mails, but not their verification of domain ownership e-mail. I've checked and double checked how I typed the e-mail, using different e-mails (my personal e-mail can receive it), white listing the domain and all that is left is for the IP's to be white listed, but I don't have that power.  If a staff member could take a look at this -> http://mailchimp.com/about/ips/ And perhaps white list them for me, that would be

        • Creating my 2nd email account

          After creating my first email address, I decided to get another email address. I would like to use this new address as the primary address too. I don't know how to set it up there doesn't seem to be an option for that

        • Cannot - create more email account - Unusual activity detected from this IP. Please try again after some time

          Hello, I come across the error message in Control Panel. Unusual activity detected from this IP. Please try again after some time and i cannot create any more users We are an IT company and we provide service for another company Please unlock us.

        • "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain"

          Good day. When I try to send mail through ZOHO mail I get the following error : "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain" I need help with this. My zohomail is : @eclipseweb.site Thank you,

        • Transfert de domaine pour création des comptes emails

          Bonjour , je ne parviens point à créer des mails avec le domaine 'raeses.org' suite à la souscription du domaine auprès d'un autre hébergeur, dont j'ai fait la demande du code de transfert qui est le suivant : J2[U8-l0]p8[ En somme, attente de l'activation

        • Help! Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.

          Kindly help me resolved this issue that i am facing here.

        • How are people handling estimates with Zoho inventory?

          We are often using Zoho Books for estimates that then get converted to invoices within Books. We would like the sales team to migrate entirely to Zoho Inventory and no longer need to use Zoho Books so that they are only on one system. How are people managing

        • Relative Date Searches

          Currently in the search options, it has "date", "from date" and "to date". I think it would be great if there were options like "date greater than x days ago" and "date less than x days ago". I realise that as a once off you can just use the existing

        • Performance is degrading

          We have used Mail and Cliq for about three years now. I used to use both on the browser. Both have, over the past 6 months, had a severe degradation in performance. I switched to desktop email, which appeared to improve things somewhat, although initial

        • Ask the Experts 23: Customize, utilize, and personalize with Zoho Desk

          Hello everyone! It's time for the next round of Ask the Experts (ATE). This month is all about giving Zoho Desk a complete makeover and making it truly yours. Rebrand Zoho Desk with your organization’s details, customize ticket settings based on your

        • Dear Zoho CEO: Business Growth is about how you prioritise!

          All of us in business know that when you get your priorities right, your business grows. Zoho CRM and Zoho Books are excellent products, but sadly, Zoho Inventory continues to lag behind. Just this morning, I received yet another one-sided email about

        • Payroll In Canada

          Hi, When can we expect to have payroll in Canada with books 

        • Please review and re-enable outgoing emails for my domain

          Hello Zoho Support, I have recently purchased a new domain and set up email hosting with Zoho. However, my account shows "Outgoing Email Blocked". I am a genuine user and not sending bulk/spam emails. Please review and re-enable outgoing emails for my

        • Payroll without tax integrations (i.e. payroll for international)

          It seems as though Zoho waits to develop integrations with local tax authorities before offering Zoho Payroll to Zoho customers in a country. Please reconsider this approach. We are happy Zoho Books customers, but unhappy that we have to run payroll in

        • goingout e mail block

          info@ozanrade.com.tr

        • Incoming mails blocked

          Zoho User ID : 60005368884 My mail Id is marketing#axisformingtechnology.com .I am getting following message "Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts. Click here to get unblocked." Please

        • Assistance Needed: Ticket Status Not Updating and Sorting by Last Customer Reply in Zoho Desk

          Hello, I’m facing two issues in Zoho Desk that I’d like your guidance on: Ticket Status Not Updating: When a customer replies to a ticket, the status does not change to Reopened. Instead, it remains in Waiting on Customer, even after the customer’s response

        • Configuring Email Notifications with Tautulli for Plex

          Hi I'm new to Zoho. I am from Canada and I have a I use a web based application called Tautulli for Plex that monitors my Plex media server. It also sends a newsletter to my followers. To set this up they require a "From" email address., a smtp server

        • Is there a way to automatically add Secondary Contacts (CCs) when creating a new ticket for specific customers?

          Some of our customers want multiple contacts to receive all notifications from our support team. Is there a way to automatically add secondary contacts to a ticket when our support team opens a new ticket and associates it with an account? This would

        • How to Set Up Zoho Mail Without Cloudflare on My Website

          I'm having some trouble with Cloudflare here in Pakistan. I want to configure Zoho Mail for my domain, but I'm not sure how to set it up without going through Cloudflare. My website, https://getcrunchyrollapk.com/ , is currently using CF, but I'd like

        • Next Page