Identifying Duplicates in Accounts Module
How It Works
This article will explain how duplicates in the Accounts module are identified. Our extension uses information from specific Accounts module fields and scans across Leads, Contacts, Accounts, and Vendors modules to detect potential duplicates. It compares information available in specific Accounts module fields to find duplicates. Identified duplicate accounts are tagged with the Check Duplicates in Notes tag and directs links to all potential duplicates are added in the Notes related lists for you to easily access them and take further action.
Accounts Module Information Used for Duplicate Searches
- Account Name
- Website
- Phone
Where Duplicates Are Searched
Leads Module
- Company Name
- Website
- All standard and custom phone fields
Contacts Module
- All standard and custom phone fields
Accounts Module
- Account Name
- Website
- All standard and custom phone fields
Vendors Module
- Vendor Name
- Website
- All standard and custom phone fields
If this doesn't cover your specific needs for identifying duplicates feel free to reach out to us. We can customize your Zoho CRM by implementing additional search logic based on your unique requirements. Please send an email with more details to helpdesk@magpie-bt.eu.
