INDIVIDUAL_CONTACT_MATCH_CRITERIA

Product

Civic Platform, Citizen Access, Mobile Office

Type

System Switch

Description

To enable close-match searching, configure the following standard choices in the Standard Choices portlet in the Setup Admin (Editing Standard Choices in the Setup Admin):

  • ENABLE_CONTACT_ADDRESS

  • INDIVIDUAL_CONTACT_MATCH_CRITERIA

  • ORGANIZATION_CONTACT_MATCH_CRITERIA

Close-match searching enables users to locate reference contacts that do not exactly match their search criteria, but come close. The standard search function returns reference contacts that exactly match user’s search criteria. In some cases, users might find that the search results do not include the contacts they intend to find, for example, if the user mistypes the criteria. In that case, users can click the Close Matches button to locate reference contacts that do not exactly match their search criteria, but come close.



Table 1. INDIVIDUAL_CONTACT_MATCH_CRITERIA Standard Choice Values
Value Description
Criteria Click the picker to select the contact fields as the matching criteria. If you select multiple fields in one row, the system joins the fields by a logical AND. The system joins criteria in different rows by a logical OR.
Note: Civic Platform searches for close matches based on the criteria rows in which every field has value, and disregards the criteria rows in which any field has no value.
Priority The priority determines the order of the matches found:Close matching contacts that meet the criteria of a higher priority always display before those that meet the criteria of a lower priority.In cases when only one match is necessary for subsequent processing, the close matching contact that meets the criteria of the highest priority is the default one that Civic Platform uses.
Active Mark the check box to include this item on the list of Standard Choices.