Recent Articles
Manage Permissions for Custom Buttons
Managing custom button permissions in Zoho CRM ensures that only authorized users can use them to perform duplicate searches. Follow these steps to manage permissions for custom buttons: Access Setup: Log in to your Zoho CRM account. Click the Setup ...
List of Free Email Domains Excluded from Duplicate Search
Our extension searches duplicates based on different criteria and one of them is email domain. As there are many free email providers available we are excluding them from the search logic to reduce the chance of finding fake duplicates. Below is a ...
IMPORTANT: Manage Tag for Identified Duplicates
All search methods in our extension will add a red colored "Check Duplicates in Notes" tag to records that are identified as duplicates. The same tag name will be used in Leads, Contacts, Accounts and Vendors module. Example of the tag is below. In ...
Creating Custom Views and Custom Filters For Tagged Duplicates
Our extension automatically tags records that are identified as duplicates. In this article we will walk you through different ways the automated tag can be used in custom views and custom filters. This will enable to easily filter and manage ...
Identifying Duplicates in Leads Module
How It Works This article will explain how duplicates in the Leads module are identified. Our extension uses information from specific Leads module fields and scans across Leads, Contacts, Accounts, and Vendors modules to detect potential duplicates. ...