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Preconfigured duplicate search rules for contacts and accounts

There are several duplicate search rules in bpm'online. A record is considered to be a duplicate if it matches one of the duplicate search rules.

The rules for contact duplicate search is described below.

Rule

Examples of duplicate records

Full name and phone match

Field values match for contact duplicates:

[Full name] and one of the following fields:

[Business phone]

[Home phone];

[Mobile phone].

[Full name] "Andrew Barber";

[Business phone] "+1 206 587 10 36".

[Full name] "Andrew Barber";

[Mobile phone] "+1 (206) 587-10-36".

[Full name] "Andrew Barber";

[Home phone] "1(206) 5871036".

Full name and Email match

Field values match for contact duplicates:

[Name]

[Email].

[Full name] "Andrew Barber";

[Email] "a.barber@infocom-global.com".

[Full name] "Andrew Barber";

[Email] "abarber@infocom-global.com".

[Full name] "Barber, Andrew";

[Email] "a.barber@infocom-global.uk".

Mobile phone match

Field values match for contact duplicates:

[Mobile phone] field.

[Mobile phone] “+1 206 384 02 18”;

[Mobile phone] “+1 (206) 384-02-18”;

[Additional phone] "+1(206) 7808082".

Business phone match

Field values match for contact duplicates:

[Business phone] field.

[Business phone] “+1 206 738 16 95”;

[Business phone] “+1 (206) 738-16-95”;

[Business phone] “1(206) 7381695”.

Email match

Field values match for contact duplicates:

[Email].

[Email] “a.barber@gmail.com”;

[Email] “abarber@gmail.com”;

[Email] “a_barber@gmail.com”.

Full name match

Field values match for contact duplicates:

regardless of the order in which first and last names are entered.

[Full name] “Barber, Andrew”;

[Full name] "Andrew Barber";

A rule for account duplicate search is described below.

Fields values match

Examples of duplicate records

Name, city and website match

Field values match for account duplicates:

[Name]

[City];

[Web].

[Name] "Infocom";

[City] "New York";

[Web] "www.infocom.org".

[Name] "Info Com";

[City] "New York";

[Web] "infocom.com".

[Name] "Info Com";

[City] "New York";

[Web] "http://infocom.com".

Name, city and phone match

Field values match for account duplicates:

[Name]

[City];

and any of the fields:

[Primary phone] or [Additional phone] or [Fax].

[Name] "Infocom";

[City] "New York";

[Primary phone] “+1 206 384 02 18”.

[Name] "Info Com";

[City] "New York";

[Additional phone] "+1(206) 3840218".

[Name] "Info Com";

[City] "New York";

[Fax] "+1 (206) 384-02-18".

Name, city and email match

Field values match for account duplicates:

[Name]

[City];

[Email].

[Name] "Infocom";

[City] "New York";

[Email] “info@infocom.biz”.

[Name] "Info Com";

[City] "New York";

[Email] “info@info-com.com”.

[Name] "Info Com";

[City] "New York";

[Email] “info@info-com.org”.

Name and phone match

Account duplicates have matching values in the [Name] field and any of the following fields:

[Primary phone], [Additional phone], [Fax].

[Primary phone] “+1 206 384 02 18”.

[Additional phone] "+1 (206) 3840218".

[Fax] "+1 (206) 384-02-18".

Name and website match

Account duplicates have matching values in the [Web] field.

[Web] "www.infocom.org".

[Web] "infocom.com".

[Web] "http://infocom.com".

Company name match

Account duplicates have matching values in the [Name] field.

[Name] "Infocom";

[Name] "Info Com";

[Name] "Info-Com";

See also

How to search for duplicates when saving records

How to set up rules and schedule for a general duplicate search

How to search for duplicates

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