Duplicate Setup – Web Client Help Center

To access this page, users must have access to the CRM360.Settings security application.

The Duplicate Setup page allows administrators to view and add the matching rules that they consider to be potential duplicates based on matching specific fields in the database tables. For example, you may want to consider any two records with the same last name, first initial, and zip code duplicates.

ThreeSixty is delivered with default match rules for Individuals (CUS001I), Companies (CUS001C), and the CUS590 process. The match rules for the CUS001 applications are used during the online duplicate customer merge. You can create new match rules for any of the customer types, but the system only allows one active match code per customer type. You can edit the default match rules to include any fields desired. Once you have selected the rules used to identify potential duplicates, you can then reuse those rules for the life of the system.

Before running the CUS590 batch process, it is recommended that you have at least 6 columns defined for this process.

The system groups duplicate customers only based on First Name, Last Name, and City. If city is not set up, the system groups only on first and last name.

Personify recommends that you at least create match criteria for First Name, Last Name, Address Line 1, City, and State.

To view and add the duplicate customer rules:

From the CRM Settings page, select Duplicate Setup.
The Duplicate Setup page displays, as shown below.
Select +New Duplicate Setup.
A new row is added to the grid, as shown below.
Enter the Match Function.
Select the Application from the drop-down.
Set the Active toggle to YES, if necessary.
Select the save icon to save your changes.

For YMCA & JCC customers, an additional Available for Web field displays on this page in the list and read-only view.

Screen Element	Description
Matching Function	Text box. A unique matching function key. You cannot change this key after creating it. This matching function key gives you flexibility in changing which fields are used to select potential duplicate records.
Application	Drop-down. The application/screen/subsystem that will use the matching function key.
Active	Toggle. When set to YES, indicates the setup is active and will apply to the duplicate processing. Only one setup can be active at one time for each customer type (Individual, Company, Committee, and Subgroup).