Match-Up (PE)

Learn about match-up (PE) parameter.

When matching up records, either when importing or adding PE records, the following fields are compared:

• First Name and Last Name
• PE-SerNo (import only)
• External Key (import only)
• Private Address

The settings defined in Extras > Other Options under Match-up Control Person apply to both PE and KP records.

For information on match-up during communication, see Match-up (topic Communication) in the Aurea CRM win Administrator Guide.