How to Search records with Null value in Zoho CRM

Andrew Simpson
September 2, 2021
Are you trying to search for records with a null field in Zoho CRM using deluge? In this video you'll learn how to find these records using Deluge

In this video, Andrew explains how to search for records with null values in Zoho CRM. The normal search method does not allow for searching for null values, so the speaker shows an alternative method using COQL (Controls for Zoho CRM Query Language) to search for records where the "title" field is null. The speaker shows how to create a connection for COQL and how to run a COQL query to select all records with a null "title" field. The response is then used to update all records with a specific value.

Zoho CRM is a powerful tool for businesses that want to maintain their data integrity. With its efficient search functions, businesses can quickly identify and update records that have empty values. This is especially useful when trying to group customers into categories, as the ability to search for and update blank fields helps to keep records accurate and up-to-date. Additionally, the ability to use CoQL to construct queries allows businesses to customize their searches to their specific needs. This can help them to find and update records that fit their exact criteria, ensuring that their records are accurate and up-to-date. With these features, Zoho CRM provides businesses with an efficient and powerful tool for maintaining their data integrity.

Having empty fields in your database can cause trouble when syncing into other business systems, especially if an empty value overwrites a live value. This can cause all sorts of problems, from data loss to inconsistent records, among other issues. Empty fields can have an even more drastic effect if they are used in calculations or data sorting. Incorrectly sorted data can lead to bad decision-making, while incorrect calculations can lead to faulty financial reporting. To ensure that your database is clean and accurate, it is important to always ensure that all fields have the correct values.

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