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Pre-configured rules for contact and account duplicates

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

The pre-configured contact duplicate search rules are as follows:

Rule

Examples of duplicate records

Full name and phone match

Contact duplicates have matching values in the following fields:

[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

Contact duplicates have matching values in the following fields:

[Full 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

Contact duplicates have matching values in the

[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

Contact duplicates have matching values in the

[Business phone] field.

[Business phone] “+1 206 738 16 95 ”;

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

[Business phone] “1(206) 7381695”.

Email match

Contact duplicates have matching values in the

[Email] field.

[Email]a.barber@gmail.com”;

[Email]abarber@gmail.com”;

[Email]a_barber@gmail.com”.

Full name match

Contact duplicates have matching values in the [Full name] field,

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

Account duplicates have matching values in the following fields:

[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

Account duplicates have matching values in the following fields:

[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

Account duplicates have matching values in the following fields:

[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 accounts and contacts,

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

How to search for duplicates

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