Potential Matching Records
When adding a contact or account, you can compare the contact or account you are adding to contacts or accounts that exist in the database. If a record exists in the database with the same information, you can avoid having duplicate records. If you choose to use a matching account, the account information will be added to the account boxes in the Contact/Account Information dialog box. If the contact or account information does not match, you can continue adding your contact or account.
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Matches on phone numbers do not require an exact match. The area core or country code and next 3-digits must be an exact match, but the remaining numbers do not have to match exactly in order to be returned as a potential matching record. |
To search for matching records
- Do one of the following:
- Enter contact or account information in the Contact/Account Information dialog box, and then click the Look for Matching Records button.
- Enter account information in the Insert New Account dialog box, and then click the Look for Matching Records button.
- Next to Type, select which types of records to search.
- Under Match Filters, select the filter check boxes that you want to apply.
- Select one of the following Options:
- Match all selected filters - A record is a duplicate, only if it matches all of the selected filters.
- Match any of the selected filters - A record is a duplicate, if it matches any of the selected filters.
- To perform an Advanced Search click Advanced Options.
- Click Update Potential Matches.
- Do one of the following:
- In the Matched Contact/Lead Records grid, click Open next to a potentially matching record to view additional record information.
- In the Matched Account Records grid, click Use Account to add the contact to an existing account.
- Click Cancel to return to Contact/Account Information and continue inserting the contact and account.
Adding New Contact for Existing Account
Adding New Contact and Account
