Using Fuzzy Find
Fuzzy Find is a tool that lets you keep data duplication to a minimum, ensuring that you and your team members are using the same records to represent your accounts, contacts, and opportunities.
Fuzzy Find accomplishes this in several ways by:
- Starting a narrow search based on your criteria and if nothing is found, continuing automatically to search for information that might lead you to the correct account or company.
- Using replacement rules to find related names.
For example, retrieving Robert, Bob, Rob, and Bobby when you search for Robert.
- Ignoring all case and punctuation.
Oracle Sales and Marketing lets you construct a search using whatever information you know about an account or contact. However, if you know some key information about the contact or account, you can construct more efficient searches.
To search for contacts:
In the Contact region:
- Enter the Contact Number or
- Enter contact's Last Name, First Name, and in the Account region, enter 2 to 5 characters of the Company Name
To search for accounts:
In the Account region:
- Enter the Account Code or
- Enter 2 to 5 characters of the Company Name, and either the Postal Code or City
What Fuzzy Find Does
Fuzzy Find runs through a series of queries to find the best result. When it finds any matches it stops and displays the results. It does not continue to the next query after finding the match. The queries, in order, are:
Query 1
Searches for a matching contact at one of your key accounts.
Query 2
Searches for a matching contact at one of your non-key accounts.
Query 3
Searches for a matching key account.
Query 4:
Searches for a matching non-key account.
Query 5
Searches for a matching company.
Oracle Sales and Marketing uses table-driven rules to enlarge the scope of your search to include synonymous names and to ignore case and punctuation. However, uppercase will query first from A to Z and lowercase will query from a to z. The replacement rules are in effect for all the query steps described above.
The replacement rules affect the following fields:
Contact First Name
If you enter Robert, Fuzzy Find retrieves Robert, Rob, Bob, Bobby, Robby, and Robin.
If you enter James, Fuzzy Find retrieves James, Jake, Jim, and Jimmy.
If you enter Debbie, Fuzzy Find retrieves Debbie, Deborah, Debra, and Debora.
Company Name
If you enter Incorporated, Fuzzy Find retrieves Incorporated and Inc.
Address
If you enter Tpke, Fuzzy Find retrieves Tpke, Turnpike, and Turnpk.
If you enter Seventh, Fuzzy Find retrieves Seventh, Seven, 7, and 7th.
