Using Advanced Match Options

Use advanced match options to define how potential matches are found.

To set advanced options

1. Use the Duplicates Definition by Score boxes to determine the type of match. This option is only available from the Manage Duplicates step when importing leads.

1. In the Duplicate box, enter the minimum percentage that will determine if a word is a duplicate.
2. In the Possible Duplicate box, enter the minimum percentage that determines that a word is a possible duplicate.

2. Select Use Stemming to include alternate forms of a word.
3. Select Use Phonic search to include similar sounding words.
4. Select Use Synonym search to include words with similar meanings.
5. Select Fuzzy search to include similar or misspelled words. Then select from the Fuzziness Level list to determine how different the spelling can be for a word to be considered a match. Each number represents the number of letters that can be different.

To be a fuzzy match:

• Each match must start with the first letter of the match criteria.
• After the first letter, each match must have no more character differences than the fuzzy level will allow. For example, a fuzziness level of 3 will find any name with 3 or fewer character differences.

Example

If you use "Jon" as your search criteria, a Fuzziness Level of 1 finds that Jon and John are a fuzzy match, but Jon and Johnny are not. For Johnny to be a match, you need to increase the fuzziness level to 3, but then you will also get names such as Jack and Jeff.

Use the following table as an example of other matches that would be found depending on the fuzziness level.

Fuzzy Level 1 (allows 1 Different Character)	Fuzzy Level 2 (allows 2 Different Characters)	Fuzzy Level 3 (allows 3 Different Characters)
Jon	Will also find:	Will also find:
John	Jim	Jeff
Joe	Jay	Jacob
Joan	Josh	Joyce
	Jason	Jack
	Juan	Johnny
	Joel

2. Click OK.

Related Topics

Finding Duplicate Records

Merging Duplicate Records

Importing Leads from a List