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Using Fuzzy Query


To run a query using fuzzy query, this facility must be enabled and several conditions must be met as described in Enabling and Disabling Fuzzy Query.

In particular:

  • The query must not use wildcards.
  • The query must specify values in fields designated as fuzzy query mandatory fields. For information about identifying the mandatory fields, see Identifying Mandatory Fields for Fuzzy Query.
  • The query must leave optional fields blank.

If the conditions for fuzzy query are not satisfied, then any queries you make use standard query functionality.

To use fuzzy query for accounts

  1. Navigate to Accounts > Accounts List.
  2. Click the Query button.
  3. Enter your query, and then click Go.

    The query results contain fuzzy matches in addition to regular query matches.

To use fuzzy query for contacts

  1. Navigate to Contacts > Contacts List.
  2. Click the Query button.
  3. Enter your query, and then click Go.

    The query results contain fuzzy matches in addition to regular query matches.

To use fuzzy query for prospects

  1. Navigate to List Management > Prospects.
  2. Click the Query button.
  3. Enter your query, and then click Go.

    The query results contain fuzzy matches in addition to regular query matches.

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