EXCLUSIVE INSIGHTS

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.

INSIGHT VIDEO


Duplicate records are challenging, most businesses and many software applications face this issue. Watch this video and see how we add new business enquiries to ZohoCRM, to eliminate the problem with duplicate Leads, Accounts and Contacts.

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FEATURED IMAGES

When we create a software solution, our team take great care to make the process smooth, simple and smart.
Here are a couple of images to showcase this exclusive insight.




STEP BY STEP

Every step of software implementation relates to a process. We specialise in understanding each step a business needs and the processes required to deliver a smooth, simple and smart software solution. Today we have over 90 custom solutions designed to support many industries and businesses.

Find out more

Reach out to our team if you would like to learn more about this process or other exclusive solutions.

CONTACT US

Every step of software implementation relates to a process. We specialise in understanding each step a business needs and the processes required to deliver a smooth, simple and smart software solution. Today we have over 90 custom solutions designed to support many industries and businesses.