Search pads

This guide shows how to use Search Pads in Dedupely to define match criteria, filter scans, and manage duplicate detection across your CRM data.

What are Search Pads?

• Configure match criteria and options tailored to your needs.
• Filter and refine duplicate searches for specific datasets.
• Store and manage duplicate results in an organized way.
• Automate duplicate merging using features like Auto Merge.

How to create a Search Pad:

1. Access Search Pads:
   • Navigate to the 3 line menu (burger menu) Located on the top right of the page ( Possilbe screenshot) section from your Dedupely dashboard.
2. Click ‘create new Search Pad’:
   • Enter a name for the Search Pad that reflects its purpose (e.g., "Contacts - Email Match").
3. Set your match criteria:
   • Choose fields to compare (e.g., Email, Phone Number).
   • Select your desired Match Options (Exact, Similar, etc.).
4. Apply filters (optional):
   • Use Filters to focus on specific records, such as by date or owner.
5. Save your Search Pad:
   • Save your configuration for future use. ( Please note Search Pads save automatically )

Key features of Search Pads

• Clone:
  • Duplicate an existing Search Pad to use it as a template for a new search. This saves time and ensures consistency in your matching setup.

• Mix & Match:
  • Match records across selected fields for more advanced duplicate detection.
  • Example: Match "First Name" in one field with "Last Name" in another.

• Visible field selection:
  • Customize which fields are displayed in your Search Pad for easier comparison.

• Auto merge:
  • Automate merging for duplicates detected in a Search Pad. Once configured, the process runs in the background.

Running a duplicate scan

1. Open the Search Pad you want to use.
2. Review and confirm your match criteria and filters.
3. Click Run Scan to initiate the duplicate search.
4. Review the results and take action:
   • Add duplicates to the Merge Queue.
   • Adjust filters or criteria if needed.

Best practices for using Search Pads

• Use clear naming conventions:
  • Name Search Pads descriptively, so you can easily identify their purpose (e.g., "Companies - Domain Root Match").
• Leverage filters for precision:
  • Apply filters to narrow down your search and focus on the most relevant records.
• Run scans regularly:
  • Schedule periodic scans to maintain a clean database.
• Test configurations:
  • Experiment with different match criteria and options to optimize results for your specific needs.

Troubleshooting common issues

• No duplicates found:
  • Ensure your match criteria are correctly configured.
  • Check that fields being matched have sufficient data.
• Unexpected results:
  • Adjust your filters or match options to refine the results.
  • Use Fuzzy Match or Similar Match for datasets with inconsistencies.

FAQs