Welcome to the Duplicate Record Finder user guide. Zoho CRM’s built-in duplicate checker is limited to individual modules, leaving many cross-module matches undetected. Our free Zoho CRM Marketplace extension changes that by seamlessly extending duplicate detection across Leads, Contacts, and any other modules you use. Installed directly within Zoho CRM as a native widget, it performs all its processing on-platform—no data ever leaves your secure environment and no third-party servers are involved.
With Duplicate Record Finder, you can scan a single record or sweep entire modules to uncover both exact and near-duplicate entries. Define match criteria on any single-line, email, phone, picklist, or URL field, then combine conditions with intuitive AND/OR logic in the visual rule builder. A customizable confidence-scoring engine ensures that only records meeting your threshold appear as potential duplicates, and you can trigger on-demand checks from any record view. Results are displayed in a clear, sortable table, complete with field-level match details and score breakdowns—so you can review and resolve duplicates in minutes, not days.
Looking ahead, we’re preparing to add real-time auto-scanning, so every new Lead or Contact you create will be checked for duplicates before it ever hits your inbox. Future paid versions will also include bulk-scan capabilities and intelligent merge suggestions, helping you tackle large-scale clean-up projects even more efficiently. Let’s get started—turn the page to begin configuring Duplicate Record Finder for your organization.