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 is added to the account fieldz in the Contact/Account Information window. If the contact or account information do not match, you can continue adding your contact or account.

Note: 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:

Specify contact or account information in the Contact/Account Information window, and click Look for Matching Records. See Adding Contact/Account information

Note: You can also specify account information in the Insert New Account window, and click Look for Matching Records. See Adding a new account
Select the types of records that must be searched next to Type.
Select the filter check boxes that must be applied under Match Filters.
Select one of these 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.
Click Advanced Options to perform an advanced search. See Using advanced match options, .
Click Update Potential Matches.
Click Open next to a potentially matching record in the Matched Contact/Lead Records grid to view additional record information.
Note: You can also:
- Click Use Account in the Matched Account Records grid, to add the contact to an existing account. See Adding new contact for existing account
- Click Cancel to access Contact/Account Information and continue inserting the contact and account. See Adding a new Contact and Account