Zoho CRM – Duplicate Identification Extension
Posted on Wednesday, November 13th, 2024
The focus of this project is to provide a platform for Zoho CRM, in which users can identify duplicate records within their Zoho record modules. Primarily, the software developed through this project is an extension, which will identify duplicates within Zoho’s default Accounts, Contacts and Leads modules. The extension also provides the user with a variety of search settings and comes with a local database with which data can be synced to to save on API calls to the Zoho servers. Search settings include the ability to search by multiple fields, which are combined using either AND or OR operators to create a search pattern. An option to exclude data from the search based on the presence of specified values is also provided. Finally, the ability for users to schedule searches has also been implemented, allowing users to schedule searches on each module with their specified settings.