Duplicate Check Rules are configured per module. You specify the fields used for matching (such as Email Address and Mobile Number for Contacts). When a record is saved, Zoho CRM checks all existing records for matches. If a duplicate is found, the system alerts the user with a list of potential duplicates and gives them the option to proceed with the save, merge with the existing record, or cancel.
Duplicate Check prevents duplicates at entry time. For existing duplicates already in the database, use the Merge Records feature to combine duplicate records and consolidate their related data into a single record.
A Duplicate Check Rule detects potential duplicate records when a new record is created or an existing one is edited. It compares specified fields against all existing records and alerts the user when a match is found, preventing the same person or company from being entered multiple times.
When a potential duplicate is detected, Zoho CRM shows the user a list of matching existing records. The user can choose to save the new record anyway, merge it with an existing record, or cancel the save. This gives the user control while still surfacing the duplication risk.
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