FIND AND ADD

Duplicate records are challenging, most businesses and software applications face this issue. At SOS Consulting we are passionate about never duplicating data, so we built an exclusive Zoho solution called 'Find and Add Search'. Using information from new enquires generated via the phone, email or internet the Find and Add search automatically links existing records or creates new Leads, Accounts and Contacts. No more duplicate customers and you can see all new enquiries related to a business or individual in one place.

FEATURES

  • Change the search logic between 'And' / 'Or' to improve your search results.
  • More optional fields when creating an enquiry.
  • Now returns all contacts linked to an Account.
  • Now option to use 'Contact Only' match.
  • Integrated Google address look up.