As per the global setting applied, the list groups will appear here. If needed, you can update this section for the current session.

Note: Any default grouping you have made in the settings menu will be imported. See the Set Attribute Groups Guide for more detail.

However custom groups can be added by using:

Alternatively, default groups from other entities can be added using:

Note: Groups and attributes can be re-arranged by using the drag and drop function.

By default, the priorities will appear as per the global settings. You can set/modify the 'Priority' for each group with the help of drop-down selection. 'Priority' is used to select the weighting for the match group. The 'Priority' drop-down will have five values:

By default the priorities will be the same as when set in the default creation, however these can be overridden using the drop-down. The available options are:

• Exact
• Very High
• High
• Medium
• Normal

Priority is used to select a weight for the group in the match process.

This column allows you to specify your matching engine.

There are six options available:

• DQ Fonetix (Recommended)
• DQ Metaphone
• DQ Soundex
• Metaphone
• SoundEx
• No MatchKey

Each group has a checkbox, if you disable matching for a group, it will not be used in the search for duplicates but will still be used to assess its overall duplicate score.

Note: At least one group must be included for matching.

After you have selected your desired Entities from Step 1, you will be presented with a screen similar to this:

To start the process you must first go through and assign your related fields from the entities;

E.G. Lead.Address_1_Name maps to Account.Address_1_Name

Next, you must add them into a group folder, This can be in custom groups or default groups:

Note: Any default grouping you have made in the settings menu will be imported. See the Set Attribute Groups Guide for more detail.

Alternatively, default groups from other entities can be added using:

Note: Groups and attributes can be re-arranged by using the drag and drop function.

This column contains the Attribute from the Source Entity

This column contains the Attribute from the Target Entity

By default, the priorities will appear as per the global settings. You can set/modify the 'Priority' for each group with the help of drop-down selection. 'Priority' is used to select the weighting for the match group. The 'Priority' drop-down will have five values:

By default the priorities will be the same as when set in the default creation, however these can be overridden using the drop-down. The available options are:

• Exact
• Very High
• High
• Medium
• Normal

This column allows you to specify your matching engine.

There are six options available:

• DQ Fonetix (Recommended)
• DQ Metaphone
• DQ Soundex
• Metaphone
• SoundEx
• No MatchKey

—-

Each group has a checkbox, if you disable matching for a group, it will not be used in the search for duplicates but will still be used to assess its overall duplicate score.

Note: At least one group must be included for matching.

This section allows you to setup the groups that will be used for matching and scoring of duplicates.

You will see a screen similar to this:

Note: However this will vary depending on entity and the default groups you have setup.

Matching Language: When creating these groups you have the option to choose the matching language. The following can be used:

• English
• French
• German
• Italian
• Spanish

This option is located:

Display Attributes by: This is located just below the language drop-down, and allows you to filter the display names between the database 'Schema Name' and a user friendly 'Display Name'.

Display Attributes Sorting: The displayed attributes can also be sorted in:

• Ascending A-Z
• Descending Z-A

This is done by using the drop-down menu available on the 'Entity Attributes' title.

Note: On this same menu under the 'Columns' option, you can also turn on or off the 'Attribute Icons' and title's.

Hover Actions:

• Hovering over an attribute in 'Display Name' mode will give a tool-tip containing that attributes 'Schema Name' and vice versa when in 'Schema Name' mode.
• Hovering over an attribute's icon will give a tool-tip containing the type of that attribute.

Attribute Searching: You can filter down the list of attributes by using the search icon:

Note: You must search by the title of the display mode you are in.

Expand/Collapse all: This button will let you expand all folders or collapse all folders.

Delete Selected Item: Clicking this button will delete the current selected item.

Refresh: This will erase any changes you make a revert it make to the default.

Back: This will direct you back to step 1.

Skip to Start: This is only applicable to Cloned sessions.

Next: This will direct you to step 3.