How the duplicate search works
The duplicates search mechanism is identical to the global search mechanism.
Creatio uses data indexing to remove all special characters, and divide all remaining symbols and numbers into two or three characters and records them in the index, which is then used by the search mechanism.
Note
Actual section records are not modified during indexing.
Local search procedure:
1.The user creates and saves a new record.
2.Creatio processes new data (removes all special characters, and divides all remaining data into two or three characters) and requests Elasticsearch to search for records, which contain the specified symbols.
3.Creatio displays all matches, according to at least one active duplicate search rule (the [Use this rule on save] checkbox must be selected for this rule). Matches with word swapping will also be found.
The bulk search is executed in a similar way, taking into account the active duplicates search rules.
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If a compared field value contains several words, Creatio will merge records with identical values in this field, as well as records, where at least one word in the compared field match. For example, duplicate search via the “Contact duplicates. Contact name” rule, Creatio will treat contacts with the name “John Smith” and “Smith” as duplicates.
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If search conditions overlap, Creatio will use the more strict rule when searching. For example, if the following duplicate search rules are configured: “Full name match” and “Full name and mobile phone match”, Creatio will only consider the records that have matching full names as duplicates since the corresponding rule is greater. You can learn more about duplicate search rules in a separate article - “Duplicate search rules”.
All phone numbers are compared to each other, regardless of the phone number type: [Business phone], [Mobile phone], [Home phone], etc.
Note
Please note that the list of duplicates will not display the records which were excluded earlier via the [Is not a duplicate] button. You can learn more about processing duplicate records in a separate article - “How to search for and process duplicates”.
See also
