Using advanced match options
Use advanced match options to define a method in which potential matches can be found.
To set advanced options:
-
Use the Duplicates
Definition by Score field to determine the type of match. This
option is only available from the Manage Duplicates step when importing
leads.
- Specify the minimum percentage required to determine if a word is a duplicate in the Duplicate Definition by Score field.
- Specify the minimum percentage that determines if a word is a possible duplicate in the Possible Duplicate field.
- Select Use Stemming check box to include alternate forms of a word.
- Select Use Phonic search check box to include similar sounding words
- Select Use Synonym search check box to include words with similar meanings.
-
Select
Fuzzy search check box 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 allows. For example, a fuzziness level of 3 finds any name with 3 or fewer character differences.
ExampleIf you use "Jon" as the 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 also get names such as Jack and Jeff.
Use this table as an example of other matches that can be found based 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 Also finds: Also finds: John Jim Jeff Joe Jay Jacob Joan Josh Joyce Jason Jack Juan Johnny Joel - Click OK.