Administrator Guide
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 ...
Manage Extension Settings
Overview Options available within extension Settings allow administrators to enable or disable workflow rules, single record buttons and mass action buttons in Leads, Contacts, Accounts and Vendors modules. This document provides a step-by-step guide ...
How To Install
Installing the Identify Duplicates for Zoho CRM extension is a straightforward process that enhances your CRM's functionality by helping you manage duplicate records effectively. Follow these steps to install the extension: Access Zoho CRM ...
How To Uninstall
Please note that uninstalling the extension will: - remove all workflow rules and custom buttons that were added during extension installation - not remove the Check Duplicates in Notes tag and Notes added to all records that were identified as ...