The customer match feature indicates a close match to existing customer data in the database. The Administrator can determine whether the information in the customer data table is a new customer, for which you must create a new record, or an existing customer.

For example, if Mike Smith 091 12345 is present in the database, and Michael Smith 091 12345 is in the customer data table, when you run a customer match, the similarities are displayed to the Administrator.

If Enable Partial Match is selected, similarities between the customer data table and the database are shown based on partial matches of the telephone number. For example, if the customer table contains Michael Smith 12345, and the database contains Mike Smith 091 12345, the partial match highlights the similarities. If Partial Match is not enabled, the entry in the customer data table is considered new.