﻿# Advanced duplicate search settings

> [HTML Version](duplicates-advanced-settings.html)

For all [duplicate search rules](duplicate_settings.md) configured in a workspace, you can:

- Set the high and medium duplicate probability depending on the percentages in rule conditions.

- Set the minimal length of field values that are going to be checked for matches.

- Choose the statuses of app items that will be checked for matches.

- Select the status that app items will be assigned if they are marked as duplicates.

To do this, click the gear icon next to the workspace name and select **Duplicate Settings**, then click the **Advanced Settings** tab.

**(duplicates-advanced-settings-1.png)**

Let’s look into each of these options on the **CRM** workspace example.

## Minimal percentages for duplicate detection

For each condition in a duplicate detection rule, you can set a certain percentage that will determine the value of this condition. After a duplicate check, the scores of all conditions are added up. The sum total will be displayed on app item pages, in the [Duplicates](duplicates_widget.md) widget. The widget’s color will be yellow or red depending on the number of overlapping fields and the values of all conditions.

In the **Set up the minimal percentages for duplicate detection results **section, you can determine the minimal percentages for considering items potential duplicates. The widget’s color will depend on the probability of the app item being a duplicate (high or medium):

- **Red indicator**. By default, it is set to 70%. The color of the **Duplicates** widget on the app item page will be red.

- **Yellow indicator**. By default, it is set to 30%. The color of the **Duplicates** widget on the app item page will be yellow.

For example, the following rule is configured for the **Deals** app by default: the system searches for matches in the **Name** field of the deal (40% value) and in the **Work phone**, **Work email**, and **Name **fields of the contact linked with the deal (20% value each).

If only the names of two deals match, the notification on their pages will be yellow, as the probability of it being a duplicate will be 40%:

**(duplicates-advanced-settings-2.png)**

If matches are found in all fields specified in the rule, app items will be considered duplicates with a score of 100%. The widget on their pages will be red:

**(duplicates-advanced-settings-3.png)**

## Exclude fields from search

You can specify the minimal length of field values that will be compared during duplicate checks. To do that, use the **Exclude the values with less than X symbols from the search **option. By default, the number of symbols is three, but you can increase it.

Let’s say you set the minimal number of symbols to four. This means that if a deal’s name includes only three characters, it won’t be considered a duplicate of other deals with similar or identical names.

## Set a status for duplicates

For apps that have statuses, that is, **Leads** and **Deals**, you can use the following features:

- Select statuses included in the duplicate search. Set the status of app items among which the search for identical fields will be performed.

- Change the status of the item marked as a duplicate. Select the status that an item will be assigned if you mark it as a duplicate.

**(duplicates-advanced-settings-4.png)**

Don’t forget to click **Save** at the bottom of the page to apply the new advanced settings.

