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.