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 |
| 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". | |
| 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". | |
| 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”. | |
| 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". | |
| 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
