{"id":"profiles.grouping","app":"profiles","title":"Search and group potential duplicates","summary":"Set matching criteria and inspect the actual profiles in each proposed group.","url":"https://www.simultem-apps.com/wiki/profiles#grouping","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/profiles.grouping","resourceUri":"wiki://profiles/grouping","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02","keywords":["email","phone","fuzzy","name","address","manual rules","pagination"],"sections":[{"title":"Review candidate groups","steps":["Search or filter the profile list and choose the grouping criteria available at the top of the list.","In Intro Mode, list grouping requires email, phone, first name and last name to be present and match. Full Mode allows custom rules.","Use email or phone together with identifying fields. Phone fuzzy matching compares normalized trailing digits, so inspect the actual numbers.","Expand a group and compare contacts, names, addresses and reservations before treating it as one person.","Load additional pages when reviewing more results. The currently loaded selection is not necessarily every profile in the account."],"notes":["Automatic merging has its own matching rules. Changing the list grouping does not automatically change background rules."]}],"text":"# Profiles: Search and group potential duplicates\n\nSet matching criteria and inspect the actual profiles in each proposed group.\n\n## Review candidate groups\n\n1. Search or filter the profile list and choose the grouping criteria available at the top of the list.\n\n2. In Intro Mode, list grouping requires email, phone, first name and last name to be present and match. Full Mode allows custom rules.\n\n3. Use email or phone together with identifying fields. Phone fuzzy matching compares normalized trailing digits, so inspect the actual numbers.\n\n4. Expand a group and compare contacts, names, addresses and reservations before treating it as one person.\n\n5. Load additional pages when reviewing more results. The currently loaded selection is not necessarily every profile in the account.\n\nNote: Automatic merging has its own matching rules. Changing the list grouping does not automatically change background rules.","related":[{"id":"profiles.merge","app":"profiles","title":"Merge profiles manually","summary":"Choose the surviving profile, review the merge and inspect its result.","url":"https://www.simultem-apps.com/wiki/profiles#merge","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/profiles.merge","resourceUri":"wiki://profiles/merge","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"},{"id":"profiles.automatic-merging","app":"profiles","title":"Daily and real-time automatic merging","summary":"Configure background matching independently of manual review.","url":"https://www.simultem-apps.com/wiki/profiles#automatic-merging","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/profiles.automatic-merging","resourceUri":"wiki://profiles/automatic-merging","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"}]}