Merging Duplicate Records in Zoho Manually

Merging Duplicate Records in Zoho Manually

In order to merge duplicate records:
  1. Open a record which you know has a duplicate.
  2. Click on three dots menu in the upper right corner and choose Merge Duplicates


  3. Adjust search criteria in the dialog that opens to find a duplicate record, and select both duplicates
  4. Click Next
  5. Select which fields to save to merged record
  6. Click Merge.

    • Related Articles

    • Update CRM Records using Zoho Forms

      Create a form using Zoho Forms. - read more here. Make sure all fields in Zoho Form have corresponding field in Zoho CRM, if some fields are missing, add necessary fields in Zoho CRM. Not you should have admin privileges to be able to add new custom ...

    • Before sending your first Zoho Campaign

      Here is a checklist to go over before sending your first campaign in Zoho Campaigns: Make sure you have a proper list Ensure that the footer information is proper: First make sure that your message about how you know the recipient is correct. You ...

    • Zoho Basics

      Hi there, in this article we will give a brief overview what is Zoho and what we can do with it :) Zoho is an all in one web-based business management platform. It includes more than 35 different applications including: Zoho CRM - to manage all your ...

    • Zoho Help Resources

      Zoho Corporation provides a lot of resources for each of it's products. Please find some of the useful links below: Zoho CRM: Training Videos User Guide Knowledge Base You can learn more at Zoho CRM Help Center

    • Transferring Ownership in Zoho Sites

      As an admin user you can manage all other users. If one of your users created a Zoho Site and didn't invite you to be a contributor, that site will not be visible in your account. However you can always transfer the ownership of the site to yourself. ...