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Planview Customer Success Center

What is the criteria to determine similar customer names? (2012)

QUESTION:
When the option to check for similar names is activated in System Manager, how does the system determine if the names are similar?


ANSWER:
Both of the methods below are used:

1. The SQL "like" function, ex: like %name%

2. The Soundex function. If the Soundex is identical, the names are similar in English language. See: http://fr.wikipedia.org/wiki/Soundex

Also special characters such as . , - / ? ' are removed before the comparison.