Tuesday, December 29, 2015

ZOHO CRM - Where did the Do Not Allow Duplicate Checkbox go?

Before the customization UI change, there was a checkbox at the bottom of the Form Layout view that you could set to not allow duplicate records.  Its not there in the new UI - where did it go??

Answer - the new UI has opened up the duplication detection options!  You can now set many fields to not allow duplicates - here's how:

  • Setup->Customization->modules
  • Choose the module of interest
  • hover over the field
  • click the gear wheel
  • select the Do not allow duplicate option
  • Click the Blue Save layout button


Dennis Davis said...
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