Group Up by name when not exact match


#1

Is there a way to group up by name when there is not an exact match: for example, I have a record of John Doe and another record with John D. Doe. Is there a way when you group up to put John Doe with John D. Doe (both in ONE Group) Thanks


#2

You need a unique way of identifying them. If John D. Doe is John Doe in another record, and John Q. Doe is John Doe in still another record, you have a problem you won’t be able to solve with code. You use their unique IDs to group them.


#3

IF all of your records have phone numbers or email addresses, then, IF John and John D have consistent entries there, then that’s a possible workaround to group by.


#4

To do this, you must create a new field that has data that will match exactly. In this specific example, you create create a new field and fill it with just the first and last names.

formulafill firstword(Name)+" "+lastword(Name)

This will solve the sample problem you used to illustrate what you want, but it is not a general solution to “close” matches – there is no such thing as a general computerized solution, this can only be done by a human.