A Unique Field in Zoho CRM is a field that enforces no two records in the same module can have the same value. Setting a field as unique prevents duplicate entries for identifiers like PAN numbers, GST numbers, customer codes, or contract IDs.
When a field is marked as Unique in Zoho CRM, the system rejects any new or edited record that would create a duplicate value in that field across the module. This is configured in the field’s properties in Setup (not in the Page Layout, unlike Mandatory or Read-Only settings).
Unique Fields are typically text or number fields used as business identifiers: customer account numbers, purchase order references, GST registration numbers, or employee IDs in a Custom Module for HR data.
A Duplicate Check Rule in Zoho CRM checks across a combination of fields (e.g., same First Name + Email = duplicate). A Unique Field enforces uniqueness on a single field only. Both can be used together for comprehensive deduplication.
A Unique Field in Zoho CRM is a field that enforces no two records in the same module can have the same value. Setting a field as unique prevents duplicate entries for identifiers like PAN numbers, GST numbers, customer codes, or contract IDs.
A Unique Field enforces that no two records share the same value in one specific field. A Duplicate Check Rule checks across a combination of fields (e.g., same name and email) to identify potential duplicates.
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