Step 2: Choose columns and match rules

Select the columns that should be included in the search, then refine how their values are compared with the search options.

Search options

Match at least one

Enables OR matching. Two clients can be considered duplicates when either their names or phone numbers match, rather than requiring both columns to match.

Ignore inner spaces

Ignores the number of spaces between characters. “John Doe” with one or several spaces between the names is treated as the same value.

Exclude empty cell items

Excludes an item from the search if at least one of the selected columns is empty.

Exclude empty cells

Ignores an empty selected column but continues comparing the item with the remaining populated columns.

Case sensitive

Treats uppercase and lowercase characters as different, so “John Doe” and “John doe” no longer match.

Ignore character order

Ignores the order of characters in selected values, allowing values such as “John Doe” and “Doe John” to match.

Note“Exclude empty cells” is not available when “Match at least one” is selected.