Improvements to finding and merging duplicate records in CRM

Hello folks,

Here's a quick update about managing duplicate records in Zoho CRM.

Removing duplicate records is often the difference between a clean and organized CRM and one that's a drag on your users' everyday work.

In Zoho CRM, you can proactively curb the creation of duplicate records by setting certain fields as unique. In cases where duplicate records persist, you can use the find and merge option or the deduplicate records option to eliminate duplicate records.

Now, we have some neat tweaks to the Find and Merge and Deduplicate Records features in Zoho CRM:

Modify the fields used in your search criteria (Available to all users)

Previously, in the Find and Merge feature, you couldn't pick the fields you used to search for duplicate records. With the latest update, you can pick the fields you want as well as add and remove fields. This helps you fish out duplicates that might have otherwise been missed.
Manage duplicate records in Deals and custom modules (Updated on Aug 16, 2023: Released for all users. Find and merge is available in all editions while Deduplicate records is available in Professional edition and above)

Previously, these options (Find and Merge and Deduplicate Records) were available only in the Leads, Accounts, Contacts, and Vendors modules. Now you can use them in Deals and custom modules as well, so duplicates can be eliminated more efficiently across your CRM
Previously, the Created time and Created by fields were filled with values from the master record. Now they'll be populated with the values found in the oldest record among the records being merged. (All users)

Find and merge is available in all editions while Deduplicate records is available in Professional edition and above.

To learn more about these features, please refer to our help documents: Find and merge duplicate records and De-deduplicate records

We hope you find these enhancements useful in the hunt for duplicate records in your CRM. Do let us know what you liked and what you didn't like in the comments section below.

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Sticky Posts
Focus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?
Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments can
Identify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—some
Gain control over record sharing with portal users through our new enhancement: criteria-based data exposure
Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparency
Context and convenience just got better with Zia's email intelligence
Dear Customers, We hope you're well! We are in 2024, and email as a tool is only getting more powerful each day. While it enables seamless daily correspondences, we are here with a set of abilities that will enhance your user experience and save several