[Zoho Desk] How to easily find duplicate Contacts or Accounts
Zoho Desk has the capability to track duplicates in the Customer module. This makes it easy if you would like to do clean-up of your Customers or Accounts and make sure there are no duplicates. Follow these steps on how to do that.
1. Go to the Customers module
2. Click on 3 dots on top right corner of the screen > select "De-duplicate Contacts
3. Select field that to search for duplicate records > Click "Next"
4. You will see duplicate records as below > Hover the cursor on the initial > click to select
5. You may select if you would like to Update, Delete or Merge the records
Related Articles
[Zoho Desk] Add a Help Article When Replying to a Ticket
Add a help article when replying to a ticket When replying to a ticket in Zoho Desk, you can add existing article from your knowledge base. You can either add the whole article to the reply or add a link to the article. Follow the steps below to do ...[Zoho Desk] How to Edit Assignment Rules
Assignment rules help you automatically assign the tickets that are received in your Zoho Desk. The rule is based on certain specified conditions that can route tickets to the appropriate department and further assign ownership to it. While this ...[Zoho Analytics] How to Create a Dashboard?
What is a dashboard ? A Dashboard in Zoho Analytics is a powerful visual interface designed to consolidate and display multiple reports, charts, KPIs, pivot tables, and widgets in a single unified view. It serves as an interactive and customizable ...[Zoho Desk] How to get search result from recycle bin and spam folders
How to get search result from recycle bin and spam folders 1. You may check this by searching for the email address in the search box and press Enter 2. There will be no result, however look at the bottom of the page and click on "Search in recycle ...[Zoho Desk] How to mark a contact as not spam
How to mark a contact as not spam 1. Search for the contact that marked as spam. Open the contact and you will see the Spam tag 2. To mark it as not spam, at the contact page, click on the 3 dots icon at the top right corner 3. Click on "Not Spam" ...