User Guide
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. ...
Identifying Duplicates in Contacts Module
How It Works This article will explain how duplicates in the Contacts module are identified. Our extension uses information from specific Contacts module fields and scans across Leads, Contacts, Accounts, and Vendors modules to detect potential ...
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 ...
Identifying Duplicates in Vendors Module
How It Works This article will explain how duplicates in the Vendors module are identified. Our extension uses information from specific Vendors module fields and scans across Leads, Contacts, Accounts, and Vendors modules to detect potential ...
Search Methods for Identifying Duplicates
Identifying Duplicates on New Record Creation When you create a new Lead, Contact, Account or Vendor in your Zoho CRM our extension automatically triggers a workflow rule that checks for duplicates. If one or more potential duplicates are found the ...