Setting Up Duplicate Search Strings

When searching for duplicates, the program uses search strings. You can set up search strings in the Duplicate Search String Setup window, by combining the first and last characters of the following fields in the Contact table: Name, Name 2, Address, Address 2, Post Code, City, Phone No., and VAT Registration No.

To Set Up Duplicate Search Strings:

1. Open the Marketing Setup window.

2. Click the Duplicates tab, and then click Search Strings. The Duplicate Search String Setup window appears.

3. In the Field field, click the AssistButton and select the field that you want the search string made up of.

4. In the Part of Field field, click the AssistButton to the right of the field and select the part of the field that you want the string made up of.

5. In the Length field, enter the number of characters that you want the string to be made up of.

Repeat steps 3 to 5 to set up as many duplicate search strings as you want.

Related Topics

The Contact Duplicate Search

Searching for Duplicates Manually

• Перевести на английский