Match-Up

If you add a company or person, the record is compared to existing records in the database. If a similar record is found, you will be asked to match up the new record with the similar records.

Company Match-up

You have the following options when matching up companies:

  • If the company does not correspond to one of those in the list, click New () in the header to add the company as a new record.
  • If the company is identical to one of those in the list, select the company in the list. Click the Found button (). The new company is merged with the existing company. If similar persons are found, then you will need to repeat the match-up process for these persons too.
  • Click Cancel () if you do not want to add the company.

Person Match-up

You have the following options when matching up persons:

  • If the person does not already exist in the database, click on (New) in the header to add the person record.
  • Only for Person in Company: Click on (Person in Company) to display all persons in the selected company. Click on OK or Cancel to return to the Match-up Person mask.
  • If the person is found, select the person from the list and click on (Found) to merge the two persons.
  • Click on (Cancel) if you do not wish to add the record.

To determine the match-up criteria:

  1. Select Extras > Other Options from the menu.
  2. Choose one or more options under Match-up Company or Match-up Control (Person):
    • Name: The company name or the name of the person is used to compare records. A search is carried out for similar company or person names.If you wish to match up contact persons across the entire database, and not just within a single company, select the Name and Address options under Match-up Control (Person).
    • Address: All phonetically similar companies or persons at the same location are displayed.
    • Synonym: Companies are matched up using the synonym entered in the Synonym field.