Address Search Criteria

Each address search rule contains a set of criteria that are used to find matching addresses.

The criteria consists of one or more comparisons. Multiple comparisons can be joined together by the word 'AND'.
[comparison] AND [comparison]

Each 'comparison' consists of a comparison type, followed by an underscore, then the name of the field which is to be compared. The following comparison types are available:

Comparison Type	Description
equals	The selected field must exactly match the corresponding field on an address record, or it is not considered a match.
like	The corresponding field on an address record must begin with the provided value.
soundex	Performs a soundex search on the specified field. Soundex is a special search technique that compares the relative sounds of two words, rather than their spellings. For example, 'plane' and 'plain' would match in a soundex search, as would 'phone' and 'fone'.
ForwardWhitePages ReverseWhitePages	Performs a White Pages Lookup. This is a special type of search criteria that has its own unique syntax. You must also subscribe to the White Pages Lookup service in order for this to work. For more detailed information, see the section of the document that discusses the White Pages Lookup Overview.
!	The exclamation point (!) is a special operator that you can think of as "NOT." For example, to search for cases where the address type code is not STORE, then enter the following: [!address_type_code = STORE] If you leave off the criteria portion and enter: [!account_number] then, the rule only runs if the account number is not filled in on the case. This is helpful when addresses all have a unique identifier and the identifier has been entered and searched in an earlier search rule. Because you tried to search on the identifier and there were no hits, then you know searching on certain other criteria also results in no hits. This allows the system to skip those rules.

The following fields can be used in a comparison:

Field	Description
account_number	The account number from the address.
address_type_code	The address type code from the address (for example, Consumer or Vendor).
address1	Street address line 1
address2	Street address line 2
city	City
company_name	Company name
email2	Email address
given_names	First name
last_name	Last name
phone	Phone number
phone_type_code	The phone type code associated with the phone number (for example, Home or Work).
postal_code	ZIP or postal code
state	State or province
Any A-Code	Any other address-related code can be included in a comparison.

Sample Criteria

The following table gives a few examples that can be used for Address Search Criteria.

Criteria	Description
[equals_phone]	Exact match on phone number
address_phone.phone = '[phone]'	Matches based on social handle or phone number with or without dashes.
[like_postal_code] AND [equals_address1]	ZIP code starts with the same values, and address 1 matches exactly
[soundex_last_name] AND [equals_city] AND [equals_address1]	Sounds like last name, and an exact match on city and address 1
[equals_phone] AND phone_type_code = 'Home'	This only searches for existing phone numbers whose phone type code is Home. If the entered phone number is a match on an existing number other than Home, it does not return a match.
[ForwardWhitePages] [!address_type_code<>Store]	If the Address Type Code of the address on the case being used for the search is a value other than STORE, do not run the FowardWhitePages rule.