Zoho - Finding and Merging Duplicates

Zoho - Finding and Merging Duplicates

Find & Merge Duplicate Records

If you are looking to merge the duplicate entries of specific records, Find & Merge Duplicates is the ideal tool for you. Simply go to the Detail page of the specific record and deploy this tool to fetch its duplicates.

The Find & Merge Duplicates tool also allows you to enter further criteria to search for duplicates. There are six fields in which you can specify the criteria in each module. Once the duplicates have been found, you can merge them manually.

This tool is available only in the Leads, Accounts, Contacts, and Vendors modules and you can merge maximum three records at a time.

Availability
Permission Required
Users with the Find and Merge [Module] permission in their profile can access this feature.



To find and merge duplicate records

  1. Click the Leads, Accounts, Contacts or Vendors tab.
  2. In the [Module] Home page, click the required record.
    (Module refers to the tabs.)
  3. In the [Module] Details page, click the Moreicon > Find & Merge Duplicates.
    Available only in the Leads, Accounts, Contacts and Vendors modules
  4. In the
     
    Find and Merge Duplicate for [records]page, do the following:
    • In the Search Criteria section, the matching criteria are displayed.
    • Specify additional criteria if required, and then click Search.
    • In the Matching Records section, select at least two records to be merged.
    • Click Next.

  5. In the Merge [records] page, select the record that you want to maintain as the Master Record.
    You can click SELECT ALL, if you wish to take all the master record values as final and merge the duplicates.

    If not, click the radio buttons near the corresponding fields of other records to instruct CRM on which field values should be considered "final" in order to merge duplicates.
    The values thus selected appear under the MASTER RECORD column. You can merge a maximum of three records at a time.
     
  6. Click Merge.
Note
  • The record(s) merged to the master record will be deleted permanently and the action cannot be reverted.
  • The attachments and activities will also be transferred to the master record.

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