Join The Community Sign Up For Club Zenatta

Article Read Time:

< 1 Min

Search
Search
Stay Connected

Say NO To Duplicate Records

This snippet was taken from the CRM Zen Show featuring Zenatta’s Brett Martin & Tyler Colt.  Brett covers the value and steps to prevent and clean up duplicate records.  Lets take a look at the three key take aways from this video.

  1. Unique Fields
    • By toggling the Do Not Allow Duplicate Values feature you can turn a field into a Unique ID. 
    • This prevents anyone in your company using the CRM from creating the same record twice. 
    • Email is a good example of when this would be applied.
  2. How to Dedup
    • Go to the Module you wish to check for duplicates i.e. Accounts/Leads/Deals/Contacts
    • On the upper right side of the screen click on the . . .
    • Choose Deduplicate <MODULE NAME>
    • Then select the fields you wish to check for duplicates
    • Once selected click Find and Merge Duplicates
  3. The Value of Clean Data
    • Having data in the wrong location can be both time consuming and cost your company money by unnecessary mistakes caused by having 2 of the same record.

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

.

.