Andrew Simpson of Aether Automation shows how to find and deduplicate duplicate records in Zoho Creator. He demonstrates how to create a standalone function called "dedupe" that fetches the record, searches for records with the same email, and deletes all non-original records. He also creates a button in the detail view that runs the deduplication process by calling the "dedupe" function.
Duplicate data in your CRM can be very harmful to your business. Not only does it waste time and resources, but it can also lead to inaccurate or incomplete data analysis. For example, if you have duplicate customer profiles in your CRM, then you may be basing decisions on inaccurate or incomplete data. Additionally, if you have multiple, duplicate profiles of the same customer, then you may be missing out on important data points that can help you better serve and understand them. Furthermore, if you have duplicate records in your CRM, then it can lead to unnecessary confusion, as it can be difficult to keep track of which record is the most up-to-date. As such, it is important to identify and remove duplicate records from your CRM in order to ensure accuracy, efficiency, and customer satisfaction.
Having duplicate records in your database can create a lot of confusion and lead to arguments among sales people about who should get commission. This is because if there are multiple records of the same sale, it's difficult to determine which salesperson should be credited with the sale and be given commission. This can lead to frustration, mistrust, and competition between salespeople as they try to prove that they should receive the commission from a particular sale. In addition, duplicate records can lead to inaccurate sales records and reporting, which can lead to further confusion and disputes. Therefore, it is important to ensure that your database is free of duplicate records in order to prevent any disputes among salespeople about commission.
