Zoho CRM Duplicate Record Improvements
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Zoho CRM has updated its Find and Merge and Deduplicate Records features for managing duplicate records.
Users can now modify the fields used in their search criteria to better identify duplicate records.
These features have been extended to the Deals and custom modules, allowing for more efficient elimination of duplicates across the CRM system.
The Created time and Created by fields will now be populated with values from the oldest record among the records being merged.
The Find and Merge feature is available in all editions, while the Deduplicate Records feature is available in the Professional edition and above.