Hello All,
In order to get rid of duplicates that slip past our notice I would like to use a Account Duplicates Account Name. However, I find that the regular Duplicate Search on complete Account Name does not yield the desired effects. Would it be possible to Duplicate Search on Partial Match for Account Name.
Thanks in advance!
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Hi Chris,
The duplicate search in bpm’online finds an exact character match according to the following rules:
· All spaces are deleted.
· All special symbols are deleted: brackets, quotation marks, hyphens, "#", "%", etc.
· Standard text is deleted from website addresses, such as: "http(s):\\", "www", and the items of the domain name, such as .com, .org, etc except top-level domains.
· When comparing email addresses, symbols “@”, “_”, “.”, integers and Latin characters are taken into account.
· When comparing full names, both integers and Latin characters are taken into account. When comparing values in the [Full name] field, the system will identify duplicates regardless of the order in which first and last names are entered.
· When comparing phone numbers, only the last 10 digits are taken into account.
More information you may find on https://academy.bpmonline.com/documents/service-enterprise/7-9/how-search-duplicates#XREF_62807
Kind regards,
Nataly