Each company, contact and job has a 'Similar' tab. This tab is used to find similar records. The main goal of this list is to find any duplicates in the system and provide you the ability to merge those duplicates.
Go to Merging Duplicates to read about the merging of records.
Similar companies are found by comparing the company's name to other company names.
Similar contacts are found by comparing the following fields :
- Phone numbers
- Family name (excluding romaji and katakana)
- Given name (excluding romaji and katakana)
Similar jobs are found by comparing the job's title to other job titles.